Forrest Crellin

Paris

Commodities Correspondent at Reuters

Commodities correspondent for Reuters

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Articles

Baixa diversidade de mercados de minerais críticos pode prejudicar indústria, diz IEA

2 weeks ago | terra.com.br | Forrest Crellin

Por Forrest Crellin PARIS - Os mercados de minerais críticos correm o risco de disrupções dolorosas depois que se tornaram mais concentrados, particularmente em refino e processamento, e com a disseminação de restrições à exportação, disse a IEA em um relatório nesta quarta-feira.
Low diversity in critical mineral markets could hurt industry, IEA says

2 weeks ago | msn.com | Forrest Crellin

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重要鉱物市場、供給混乱のリスク集中度高まる＝ＩＥＡ

2 weeks ago | jp.reuters.com | Forrest Crellin

５月２１日、国際エネルギー機関（ＩＥＡ）は報告書で、重要鉱物市場が深刻な混乱のリスクに直面しているとの見方を示した。写真は江西省南城県で２０１２年撮影（２０２５年ロイター） [パリ２１日ロイター] - 国際エネルギー機関（ＩＥＡ）は２１日公表した報告書で、重要鉱物市場が深刻な混乱のリスクに直面しているとの見方を示した。特に精製や加工でサプライヤーの集中度が高まっているほか、輸出規制も拡大していると指摘した。ＩＥＡのビロル事務局長は「たとえ十分な供給がある市場でも、重要鉱物のサプライチェーンは、異常気象、技術的な障害、貿易の混乱など、供給ショックに対して非常に脆弱になり得る」と表明。「供給ショックの影響が広範囲に及び、消費者物価の上昇や産業競争力の低下を招く恐れがある」と指摘した。精製素材サプライヤーの上位３位の合計シェアは２０３５年時点で平均８２％と、小幅にしか低下しない見通し。事実上、２０年時点の集中度に戻ると予測されている。...
Low Diversity in Critical Mineral Markets Could Hurt Industry, IEA Says

2 weeks ago | money.usnews.com | Forrest Crellin

By Forrest CrellinPARIS (Reuters) - Critical mineral markets are at risk of painful disruptions after becoming more concentrated, particularly in refining and processing, and with the spread of export restrictions, the IEA said in a report on Wednesday. The use of critical minerals has spiked in recent years sparked by energy transition projects such as electric vehicles, battery storage, renewables and grid networks, while the industry has consolidated to a few major players.
France's Engie slowing US renewable projects on tariff uncertainty

3 weeks ago | marketscreener.com | Forrest Crellin

Published on 05/15/2025 at 01:51 PARIS (Reuters) -French utility Engie is slowing its development of new U.S. renewable energy projects due to uncertainty over tariffs on imported materials needed for solar installations and batteries, it said on Thursday. U.S. President Donald Trump has slapped tariffs on all of the country's top trade partners, including China, the main producer of the world's solar panels and batteries, although recent negotiations have seen the duties slashed.
France's Engie slows US renewable projects on tariff uncertainty

3 weeks ago | today.westlaw.com | Jan Harvey |Forrest Crellin |Sonia Cheema |David Evans

PARIS (Reuters) -Engie is slowing new U.S. renewable energy projects due to uncertainty over tariffs on imported materials for solar installations and batteries, the French utility said on Thursday. U.S. President Donald Trump has imposed tariffs on...
Less hydro, wind could put more strain on Europe's gas stocks this summer

1 month ago | marketscreener.com | Forrest Crellin |Nora Kamprath Buli |Vera Eckert

PARIS/OSLO (Reuters) -Lower hydropower stocks and wind speeds in northwest Europe could raise demand for gas and coal-fired power generation this summer at a time when Europe already needs additional gas volumes to refill storage depleted after the winter. Hydro levels and snow pack are now below average in continental Europe, much lower than levels recorded in 2024, LSEG data showed, while gas demand has risen year-on-year.
Guerra tarifária global pode segurar crescimento do setor de IA, diz agência

1 month ago | terra.com.br | Forrest Crellin

A guerra tarifária global crescente pode representar desafios para o setor emergente de data centers e causar crescimento mais lento, disse Laura Cozzi, diretora de tecnologia da Agência Internacional de Energia (AIE) à Reuters. Os EUA, a China e a União Europeia juntos devem ser responsáveis até 2030 por 80% do crescimento previsto da demanda por data centers, que deverá ser dominado pelo uso de Inteligência Artificial (IA), disse a AIE em um relatório nesta quinta-feira.
世界的な貿易戦争はＡＩに逆風、成長鈍化の可能性ＩＥＡ報告書

1 month ago | jp.reuters.com | Forrest Crellin

国際エネルギー機関（ＩＥＡ）のコッツィ持続可能技術展望局長は、ロイターに対して、世界的な関税戦争の激化はデータセンターセクターにとって逆風となり、成長の鈍化を引き起こす可能性があるとの見方を示した。昨年２月撮影のイメージ写真（２０２５年ロイター/Dado Ruvic） [パリ１０日ロイター] - 国際エネルギー機関（ＩＥＡ）のコッツィ持続可能技術展望局長は、ロイターに対して、世界的な関税戦争の激化はデータセンターセクターにとって逆風となり、成長の鈍化を引き起こす可能性があるとの見方を示した。ＩＥＡが１０日に公表した報告書によると、米国・中国・欧州連合（ＥＵ）は合わせて、２０３０年までに人工知能（ＡＩ）がけん引するデータセンター需要の伸び（予測ベース）の８０％を占めるとみられるという。コッツィ氏は、報告書の逆風シナリオは「経済成長の鈍化、より多くの国における関税の上昇など、われわれが現在目にしている多くの事柄を包含している。つまり（現在の関税環境は）ＡＩの伸びが基本シナリオよりも鈍化するケースということになる」と指摘した。...
Global Trade War May Produce Headwinds for Nascent AI Sector, IEA Says

1 month ago | money.usnews.com | Forrest Crellin

By Forrest CrellinPARIS (Reuters) - An escalating global tariff war could provide challenges for the emerging data centre sector and cause slower growth, Laura Cozzi, the International Energy Agency (IEA) Director of Technology told Reuters. The U.S., China and the European Union together are set to account by 2030 for 80% of the forecast growth in data centre demand growth, which is expected to be dominated by Artificial Intelligence (AI) use, the IEA said in a report on Thursday.