Rio Tinto is in discussions to acquire Arcadium Lithium, as confirmed by both companies on Monday. If a deal is agreed, this would catapult the Anglo-Australian mining giant into the top five lithium players and cement its position in the lithium market. “Rio has a global vision, and may have been preparing for such a […]
> 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 […]
> Zijin Mining has acquired a 24.8% stake in Zangge Mining for RMB13.7 billion ($1.87 billion), following 2024’s trend of consolidation in the lithium market through merger and acquisition activity. Zangge is operating and developing direct lithium extraction (DLE) projects in China. Zijin, on the other hand, has a more international footprint with projects in Argentina […]
> Rio Tinto has continued efforts to position itself as a leader among commodity majors in the strategic pursuit of lithium assets, this week signing a memorandum of understanding (MoU) with Reed Advanced Materials (RAM), majority-owned by Australia’s Neometals, covering a non-binding framework to explore collaboration on RAM’s patented ELi Process, a direct lithium extraction (DLE) […]
> Lithium chemical prices spiked in China on Monday following a bullish speech by the chairman of Ganfeng – the world’s third-largest lithium producer – in which it was suggested that lithium demand growth could reach 30% in 2026. In a keynote speech on 16 November at the 10th International Summit on Power Battery Application in […]
> 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 […]
> For the last decade the world’s largest mining companies found the lithium sector not attractive enough to invest, given the relative geological abundance of the metal as well as small size and low barriers to entry. We previously discussed that it was probably too late for major miners to enter the industry for value – […]
> 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 […]
> Mining giant Rio Tinto has announced it will acquire Arcadium Lithium in a cash deal worth $6.7 billion. Combined, Rio Tinto and Arcadium could become the third largest lithium miner globally by 2030 if their projects come to fruition, according to Benchmark’s Lithium Forecast. The counter-cyclical deal comes as lithium prices have fallen by more […]