Meghan Gordon

Tokyo

Senior Editor at S&P Global Commodity Insights

Podcast Host at Capitol Crude: The US Oil Policy Podcast

S&P Global Commodity Insights 📰🌎 Ex-Tokyo, New Orleans, Arkansas

Featured in: Favicon

spglobal.com Favicon

thenationalnews.com Favicon

cnas.org

petroleumworld.com Favicon

realclearbooks.com

Articles

Australia's Leo Lithium selling Mali project stake to China's Ganfeng Lithium

May 7, 2024 | spglobal.com | Meghan Gordon

Australian mining company Leo Lithium Ltd. has agreed to sell its remaining stake in the Goulamina lithium property in Mali to China's Ganfeng Lithium Group Co. Ltd., ending an impasse with the local government and putting the project back on track for first production this year. The agreement is the second case in May of an Australian miner reaching the end of a long trading halt over disputes with African governments. AVZ Minerals Ltd.
China's rare earths surplus eases but keeps hold on price - Lynas, MP Materials

May 4, 2024 | spglobal.com | Meghan Gordon

The two biggest rare earth producers outside China slogged through another quarter of weak prices as they wait for excess stocks in China to fade and for the country's economy to rev up demand, executives said during recent earnings calls. Rare earth magnets are crucial to the energy transition as they are used in wind turbines and electric vehicles.
Mexico's push to ban open pit mining likely to outlast López Obrador's term

Mar 24, 2024 | spglobal.com | Meghan Gordon

Mexico's push to ban open pit mining likely to outlast López Obrador's term Mexico President Andrés Manuel López Obrador gives a daily briefing at Palacio Nacional in Mexico City on March 12, 2024. López Obrador recently proposed banning new open pit mining concessions in the country. Source: Hector Vivas/Getty Images News via Getty Images.
Australia backs Arafura's rare earths refinery with A$840 million finance deal

Mar 13, 2024 | spglobal.com | Meghan Gordon

Australia backs Arafura's rare earths refinery with A$840 million finance deal Resource drilling at Arafura Resources Ltd.'s Nolans rare earths project in Northern Territory, Australia. The project will receive an A$840 million financing package from the federal government. Source: Arafura Resources Ltd.
Miners rank among most shorted stocks on Asia-Pacific exchanges in early March

Mar 12, 2024 | spglobal.com | Meghan Gordon

Lithium, graphite and ferronickel producers were among the most shorted stocks on Asia-Pacific exchanges in early March, according to an S&P Global Market Intelligence analysis. Syrah Resources Ltd., the largest graphite producer outside China, topped the list of most shorted equities in Australia with 18.8% of shares borrowed on loan as of March 8.
Rare earths price plunge drives Lynas, MP Materials to clamp down on costs

Feb 25, 2024 | spglobal.com | Meghan Gordon

Lynas Rare Earths' Mt Weld mine in Western Australia. Source: Lynas Rare Earths Ltd. The two major rare earths producers outside of China are clamping down on costs to weather a sharp drop in prices and weak Chinese demand, executives said during recent earnings calls. Rare earth minerals play a key role in the energy transition as they are important ingredients in the magnets used in both wind turbines and electric vehicles.
Manganese ore prices seen as 'stuck in an unexciting range' despite output cuts

Feb 20, 2024 | spglobal.com | Meghan Gordon

Manganese ore prices seen as 'stuck in an unexciting range' despite output cuts Manganese ore in stockpile at harbor loading site in Port Hedland, Pilbara, Western Australia. Source: CUHRIG\E+ via Getty Images. Declining stocks of manganese ore in top global buyer China have put a floor under a prolonged price slide, executives said on earnings calls for the quarter ended December 2023.
Australia adds nickel to critical mineral list after price drop shuts operations

Feb 15, 2024 | spglobal.com | Meghan Gordon

BHP Nickel West's Mt Keith nickel mining operation, Western Australia. BHP is writing down its nickel assets in Western Australia by US$2.5 billion. Source: BHP Group. Australia added nickel to its critical minerals list, as it expects weak prices for the battery metal to persist and pressure operators through 2024.
Harita Nickel's 1st US automaker audit underway

Sep 20, 2023 | spglobal.com | Meghan Gordon

Indonesian miner Trimegah Bangun Persada, better known as Harita Nickel, has an "end-to-end" audit underway by a major US automaker, Roy Arman Arfandy, the company's president director, told S&P Global Commodity Insights. The integrated producer wants to be a pioneer in the country for passing US automakers' environmental, social and governance audits as it works toward certification of its metal for emerging battery passports, Arfandy said Sept.
US working on stronger battery metal ties despite wave of export bans

Sep 20, 2023 | spglobal.com | Meghan Gordon

A wave of export bans by mineral-rich countries is not stopping the US from trying to build battery supply chain partnerships across the Asia-Pacific, Deputy US Trade Representative Sarah Bianchi told S&P Global Commodity Insights in Tokyo on Sept. 20. Malaysia announced a ban this month on exports of rare earth materials.