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HomeCritical Minerals

Critical Minerals

Another Worrisome Inflation Indicator: Surging Mining Costs
Critical Minerals

Another Worrisome Inflation Indicator: Surging Mining Costs

October 15, 2023 Mariel Alumit

ADELAIDE, Australia—Two years ago, Liontown Resources LTR -2.79%decrease; red down pointing triangle  talked up its plan for a $300 million lithium mine to help power the world’s energy transition. Today the cost of the Kathleen Valley project […]

Earth
Critical Minerals

The $44 Million Bet To Make Upton, Wyoming Ground Zero For Rare Earth Elements

October 11, 2023 Mariel Alumit

UPTON — China has long had a stranglehold on the world’s supply of rare earths, which are used in a wide array of technological gadgets ranging from cellphones to electric vehicle car batteries. But Wyoming may soon […]

Big Oil Companies

Daily Energy Standup Episode #224 – Weekly Recap: BlackRock’s Losses, UK’s EV Delay, China’s Demand, and Climate Concerns

October 7, 2023 Andy Del Prado

Daily Standup Weekly Top Stories No Energy Transition Unless Tech Can Make It Cost Competitive: BlackRock October 1, 2023 Allen Santos There will be no energy transition unless we can find new technologies that bring down […]

World
Critical Minerals

World’s Largest Lithium Deposit Found Along Nevada-Oregon Border

October 3, 2023 Mariel Alumit

Geologists believe they’ve found the world’s largest lithium deposit at the McDermitt caldera, a massive depression formed by Yellowstone millions of years ago. Though work is still underway to confirm the mineral volumes within, up […]

Critical Minerals

Daily Energy Standup Episode #221 – Tax Incentives, Saudi Arabia’s Gas Push, and China’s Booming Demand

October 3, 2023 Andy Del Prado

Daily Standup Top Stories Solar, Wind Energy Get Hundreds Of Times More Tax Incentives Than Oil And Gas October 2, 2023 Mariel Alumit Over the last 10 years, domestic solar capacity in the United States has […]

China
Critical Minerals

China’s demand for oil and copper is ‘booming,’ says Goldman Sachs

October 2, 2023 Mariel Alumit

China’s demand for many major commodities has been growing at “robust rates,” Goldman Sachs said in a recent note. This is in spite of a wider, faltering macroeconomic growth story in China. China’s demand for […]

energy
Critical Minerals

TotalEnergies’ energy transition roadmap comes under fire due to oil, gas and LNG ties

September 26, 2023 Mariel Alumit

The pressure on energy players to decarbonize their portfolios and get rid of oil and gas is mounting, as global environmental activists and organizations intensify their efforts to stop the expansion of fossil fuels and […]

net zero
Critical Minerals

US won’t reach net zero emissions without transmission buildout: DNV

September 26, 2023 Mariel Alumit

Dive Brief: A cumulative $12 trillion will be spent on clean energy in North America by 2050, but neither the U.S. or Canada are on track to meet their 2050 net zero emissions targets, says […]

Stellantis
Critical Minerals

Stellantis Invests $100M+ in CTR’s Geothermal Lithium Project in California

September 26, 2023 Mariel Alumit

Stellantis has invested over $100 million to support the development of Controlled Thermal Resources Holdings’ (CTR) Hell’s Kitchen project in Imperial County, California, a geothermal lithium project with a total resource capacity to produce up […]

Loading high-grade copper concentrate at the Kamoa-Kakula copper mine in Congo. (Image courtesy of Ivanhoe Mines.)
Commodities

Copper prices may jump 20%, aluminum by 36% as demand outpaces supply: forecast

September 23, 2023 Mariel Alumit

Global copper and aluminum supply deficits may cause prices to soar within a few years while steel may drop, according to a new report on metals. A 5.4-million-ton (4.9-million-tonne) copper supply shortfall by 2027 may […]

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