Thailand Promotes Land Bridge Project at APEC

Thai Prime Minister Srettha Thavisin is pitching a $28 billion project aimed at bypassing the Straits of Malacca at the Asia-Pacific Economic Cooperation summit this week. He also promoted the project at China’s Belt and Road Forum in October. Thavisin told potential ...

Of Choke Points, Copper Mines and China

By Chris Alden and Alvaro Mendez The Panama Canal has run nearly dry. Or to be more exact, the artificial lake that serves as a staging site for ships coming into the canal from the Pacific Ocean is so depleted after ...

Truckers Strike Paralyzes Chinese Copper/Cobalt Shipments From the DR Congo

Truckers in the DR Congo have brought the all-important copper and cobalt trade to a standstill over their refusal to drive unless logistics firms pay an additional $700 risk allowance fee. The strike that began late last month has now ...

Africa’s First Non-Chinese Lithium Operation Gearing Up in Ghana

Ghana is becoming a test case in the United States’ drive to find critical mineral supplies that sideline Chinese mining and refining operations. Australia’s Atlantic Lithium is building the Ewoyaa mine in Ghana. Half of the mine’s output will go to a ...

China Dismisses U.S. Trade Rep’s Moves to Build Alternate Critical Mineral Supply Chains

The Communist Party of China (CPC) said any efforts by the U.S. and its partners to reduce their dependence on Chinese critical resources used to manufacture electric vehicle batteries is "futile and will backfire." The CPC's typically acerbic comments came ...

China Takes Advantage of Cobalt’s Low Price to Boost Strategic Reserve

The Chinese government plans to fortify its stockpile of cobalt, a critical resource used to manufacture electric vehicle batteries. Insiders tell Reuters that the Strategic Reserves Administration plans to purchase 3,100 metric tons of the blue metal in a move likely timed ...

China’s Dominance of the EV Battery Metal Supply Chain

Chilean President Gabriel Boric oversaw the signing of a $233 million lithium deal on Tuesday with Chinese mining giant Tsingshan Holding Group, the latest investment that solidifies China's dominance of the fiercely contested EV battery metal supply chain.

WEEK IN REVIEW: DRC President Félix Tshisekedi Officially Inaugurated a New Chinese-Built Dry Port

Félix Tshisekedi, the president of the DRC, officially inaugurated a new Chinese-built dry port. The Sakania dry port is on the border with Zambia and will double as a border post and a nerve center in the countries’ cross-border mining industries. Built by Jiayou International Logistics, it is ...

Getting China Out of Mineral Supply Chains Will Take Closer Cooperation With Africa: Report

The United States is increasingly focused on lessening its dependence on China for critical minerals. While some key rare earth minerals are mined in China, its involvement is much broader in mineral refining and battery manufacturing. Many of the refined minerals ...

U.S. Acknowledges It Can’t Cut China Out of the EV Battery Supply Chain

For much of the past year, since the passage of the Inflation Reduction Act (IRA) in 2022, U.S. officials have spoken at length about the urgent need to remove China from the critical minerals supply chain used, among other things, to manufacture electric vehicle batteries. ...

Japan Moves to Build China-Free EV Battery Supply Chain

Nishimura Yasutoshi, Japan's economy and industry minister, spent last week crisscrossing southern Africa on a five-nation tour at the behest of his country's auto industry that is looking for new supplies of the raw materials needed to power electric vehicles. Japan, like ...

Reminder: China Will Be Central to Clean Tech Supply Chains for a Long Time

Financial Times published a fascinating rundown of China’s ongoing centrality in the mining and refining of critical minerals. These minerals, which include lithium, cobalt and nickel, are key to many clean energy applications, from e-vehicle batteries to wind turbines. China’s investments in ...
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