Soaring Lithium Stocks Amid Speculation of CATL Production Halt
Lithium stocks, including Pilbara Minerals and Tianqi Lithium, have experienced significant gains amid speculation regarding a potential production halt at one of CATL’s major projects, a leading battery manufacturer in China. Investors and analysts believe this could lead to an increase in lithium shortages, subsequently driving up prices for the raw material and shares of companies engaged in its extraction.
Continue readingGreen Fund Investors Set to Bet on Mining Industry After Market Slump
A recent downturn in metal prices has caught the attention of green investment funds, which are now considering investments in the mining sector. These funds, managing a combined $14 billion in assets, are planning to start deploying capital into companies that extract key minerals such as lithium and cobalt. These resources are essential for producing batteries used in electric vehicles and other technologies that promote sustainable development.
Continue readingSouth Africa Lures BYD with Critical Minerals and Automotive Skills
The South African government has taken active steps to attract renowned Chinese automotive manufacturers like BYD as part of its strategy to develop the economy and national industry. Recently, BYD's decision to consider opening a new factory in South Africa stemmed from the region's rich reserves of critical minerals used in battery production and other components of electric vehicles.
Continue readingRecovery of Chinese Critical Minerals Exports After Curbs Imposed
China's export of critical minerals is beginning to recover after restrictive measures were put in place. This news regarding the rebound has attracted attention from international markets, especially amid escalating global competition for resources crucial to high technology and renewable energy.
Continue readingNew Directions in Global Supply Chains: The Role of the USA, China, and Africa
In recent months, the world has been facing significant changes in the structure of global supply chains. More countries are realizing the need to reduce dependence on China, especially regarding critical minerals. The USA, the European Union, and several other nations are forming alternative supply networks, with a focus on partnerships with African countries that have substantial reserves of these resources.
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