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Oct 7, 2024 | 
foreignpolicy.com | Gabriel Collins
Argument An expert's point of view on a current event. A frozen landscape surrounds the waters of Prince William Sound in Valdez, Alaska, on April 1, 2004.
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Oct 1, 2024 | 
metaltechnews.com | Gabriel Collins
This past June, German chemicals giant BASF backed out of a planned $2.6 billion nickel refinery in Weda Bay, Indonesia. While the company cited changing dynamics in the global nickel market, BASF also to abandon the project from environmental and human rights groups.
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Sep 21, 2024 | 
asiatimes.com | Gabriel Collins |Morgan D. Bazilian |Simon Lomax
Earlier this month, the US government sounded the alarm over the use of forced labor in the nickel mines of Indonesia. The finding has major implications for the energy transition because large amounts of nickel are needed to produce electric vehicle (EV) batteries and other low-carbon energy technologies.
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Sep 12, 2024 | 
mining.com | Gabriel Collins |Ian Lange |Morgan D. Bazilian
MINING.COM Staff Writer | September 12, 2024 | 9:25 am News USA Gold Silver Coeur Mining (NYSE: CDE) shares rose on Thursday after the company reported positive operating metrics for the expanded Rochester silver-gold mine in Nevada, keeping it on track to achieve its ore placement and production targets in H2. During August, Coeur placed 2.7 million tons (Mt) of ore on the new Stage IV leach pad at Rochester, a substantial 39% increase over July’s ore stacking figures.
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Sep 11, 2024 | 
mining.com | Gabriel Collins |Ian Lange |Morgan D. Bazilian
Bloomberg News | September 11, 2024 | 4:38 pm Energy China USA Nickel Chinese billionaire Xiang Guangda’s battery company is hunting for more US investment opportunities despite mounting geopolitical tension between the world’s economic juggernauts. REPT BATTERO Energy Co., a unit of Xiang’s Tsingshan Holding Group Co., this week opened an office in California, marking its first US outpost.
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Sep 11, 2024 | 
mining.com | Gabriel Collins |Ian Lange |Morgan D. Bazilian
Gabriel Collins, Ian Lange & Morgan Bazilian | September 11, 2024 | 1:13 pm Intelligence USA Specialty Minerals In the sprawling mines of Utah and Arizona, where the likes of Rio Tinto and other global giants extract copper and nickel by the ton, a different kind of wealth quietly slips through the cracks. Germanium, gallium, tellurium—names that don’t make headlines, but underpin the technologies of tomorrow—are discarded as waste or left ignored in tailings ponds.
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Sep 11, 2024 | 
mining.com | Gabriel Collins |Ian Lange |Morgan D. Bazilian |Colin McClelland
In televised comments, he said such restrictions could also be introduced for other commodities, and noted that Russia was a major producer of natural gas, diamonds and gold. But he said that measures did not need to be taken “tomorrow”, and must not cause damage to Russia itself. “Russia is the leader in reserves of a number of strategic raw materials: for natural gas, this is almost 22% of world reserves, for gold – almost 23%, for diamonds – almost 55%,” Putin said.
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Apr 23, 2024 | 
foreignpolicy.com | Gabriel Collins |Steven Miles
A low-profile post by the U.S. Department of Energy (DOE) may point to a serious strategic change in U.S. policy in trade, energy, and relations with China. So far, the notice has received little or no public coverage or attention despite its potential ramifications—but, combined with other legislative and political signals, it could be a game-changer in the energy landscape.
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Feb 17, 2024 | 
realcleardefense.com | Andrew Erickson |Gabriel Collins |Matt Pottinger
What America—and the world—would lose if China took the island.
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Feb 16, 2024 | 
almendron.com | Andrew Erickson |Gabriel Collins |Matt Pottinger
Washington and its allies face many potential geopolitical catastrophes over the next decade, but nearly all pale in comparison to what would ensue if China annexed or invaded Taiwan. Such an outcome, one U.S. official put it, “would be a disaster of utmost importance to the United States, and I am convinced that time is of the essence”.
