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Ford’s Nickel Deal With Huayou Cobalt Exposes the Limits of U.S. Influence to Counter China

The Ford Motor Company is moving forward with a massive $3.8 billion three-way nickel deal with Brazilian miner Vale and Chinese mining giant Zhejiang Huayou Cobalt. Nickel is one of the key metals used to manufacture electric vehicle batteries, that companies ...

Cobalt: Why This Chart Can Spark Both Fear and Happiness

If you're the Chief Financial Officer of an automaker like the Ford Motor Company that loses money on every single electric vehicle it sells, the fact that this chart lists the price of cobalt at around $17 will make you smile. ...

Ford Teams Up With Chinese, Indonesian Companies in Nickel Venture

The Ford Motor Company is teaming up with Indonesia's PT Vale and Chinese mining giant Zhejiang Huayou Cobalt to buy the Pomalaa nickel processing plant in Indonesia. The $4.5 billion venture deepens the U.S.-automaker's stake in the battery metal supply chain in ...

While More U.S. Companies Are Moving Production From China to India, Ford is Heading in The Other Direction

Apple is one of a growing number of international companies moving quickly to diversify its manufacturing operations away from China to other countries in Asia, particularly India. In fact, the Cupertino-based tech company announced this week that in just five months, ...

There’s New Impetus in the U.S. To Get China Out of the Electric Vehicle Battery Supply Chain. It Won’t Be Easy.

The electric vehicle battery start-up SPARKZ announced this week that it will build a new 4.5-hectare factory in the rural U.S. state of West Virginia. The new facility will employ 350 workers, mostly former coal miners, in what will become a critical test for Washington's desire ...

Analysis from Cobus van Staden

Looking Beyond “Useful Africa” at the Mining Indaba

With U.S.-South Africa ties in the deep freeze, it was notable to see the sheer size of the U.S. delegation sent to this week’s Mining Indaba in Cape Town – one of the most prominent industry gatherings and one of the few where the Global South gets a prominent voice.
The Trump administration’s famous Afrophobia seems (momentarily at least) tempered by its greed for minerals. It is reportedly walking ...

First Ford, Now Tesla Signs Major EV Battery Deals With Chinese Suppliers

The United States government's long-held goal to weaken China's dominance in the strategically important electric vehicle battery sector suffered another setback on Monday when Tesla announced two multi-year deals to source batteries from two of China's largest suppliers. Tesla signed agreements ...