Haixi prefecture authorities ordered an immediate cessation of lithium resource development at Zangge Mining’s wholly-owned subsidiary on July 16 2025, injecting fresh uncertainty into Qinghai’s lithium landscape. This is part of a wider movement in China as Beijing looks to combat deflationary pressures from within the extractive industries via “anti-rat race” directives. Haixi Natural Resources […]
> Chinese authorities have approved reserve reports for two key lithium mines in Jiangxi province, bringing months of uncertainty over the outlook for the lithium-rich region’s mining sector closer to a conclusion. CATL’s Jianxiawo mine – which was suspended on 10 August following the expiration of its mining permit – is reported to have received reserve […]
> Zangge Mining’s wholly-owned subsidiary has resumed lithium mining in Qinghai province after receiving approval from local authorities, which had ordered operations to be suspended in late July after flagging “non‑compliant” extraction activities in relation to recent amendments to China’s New Mineral Resources Act. The miner – which had targeted 11kt LCE production from its Qinghai […]
> In the third quarter of 2025, 18 of the largest 25 copper miners reported quarter-on-quarter decreases in their output, including the top four miners. The total Q3 copper production reported by the top 25 miners hit 3.72Mt. “In the third quarter, many companies saw lower production compared to the previous quarter. However, most did not […]
> South Korean steel and chemicals giant POSCO has taken a 30% stake in Australia’s Mineral Resources’ (MinRes) 50% stakes in the Mt Marion and Wodgina mines for US$765 million. Structured as a joint venture, the deal would see MinRes and POSCO hold an overall 35% and 15% of the operations, as well as corresponding rights […]
> Benchmark Mineral Intelligence, specialising in EV supply chain research and insights, reports that 1.9 million electric vehicles were sold globally in October 2025. Rho Motion Data Manager, Charles Lester, commented: “Global EV sales reach 1.9 million units in October 2025, marking a 23% increase year-to-date. Europe led regional growth with a 36% year-on-year increase, driven […]
> Paperwork problems have left two of Jiangxi’s largest lithium mines facing prolonged suspension risk. The picture appears to be less of a blanket clampdown and more a story of bureaucratic delays, policy philosophy, and fiscal adjustments. Yet the effect on global pricing is the same: lithium’s floor raises, allowing prices to remain higher for longer. […]
> Escalating unrest in Mali, as jihadi groups target fuel convoys around the capital Bamako, has led several governments including France and the US to advise their citizens to leave the country. The attacks have created fuel shortages, and raised serious concerns around the military government’s ability to maintain its rule in the country. Mali is […]
> India’s pipeline of cathode active material (CAM) production capacity is set to grow more than 50-fold over the next decade. Altmin, Himadri Speciality Chemical, and Epsilon Advanced Materials have the largest pipeline capacities in the country. Almost all CAM capacity under development in India is for LFP, both due to the popularity of the cathode […]