Tesla is locking in future supplies of lithium by betting on conventional spodumene mines in Australia coming into production over the next few years. The electric carmaker has signed two deals over the last month with Australian lithium project developers Liontown Resources and Core Lithium that will provide over 20,000 tonnes of lithium carbonate equivalent […]
> 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 […]
> 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 […]
> Benchmark Mineral Intelligence announced today that it has started a formal consultation on changes to the sustainable lithium and sustainable nickel grades in its Lithium Price Assessment and Nickel Price Assessment Methodologies. Benchmark proposes to change the frequency of updates to its list of eligible producers, whose material can contribute to these grades, from quarterly […]
> Australian lithium miner Liontown Resources has raised AUD316 million (US$206 mn) in equity. This includes investments from the Australian government and major Chinese lithium chemical producer Canmax. The funds will support the ramp up of Liontown’s Kathleen Valley spodumene mine which began operations last year. This comes following a recovery in spodumene prices, which traded […]
> 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 […]
> Indonesia has issued a ban on the issuance of new smelter permits for nickel matte, mixed hydroxide precipitate (MHP), and nickel pig iron (NPI), in a bid to curb overcapacity and incentivise value‑added investment in the battery supply chain. The policy marks the latest chapter in the Indonesian government’s strategic pivot in its nickel industrialisation […]
> US President Trump and Australian Prime Minister Anthony Albanese have signed a landmark Critical Minerals Framework to bolster both nations’ access to rare earths and other critical minerals, in an effort to counter China’s dominance over strategically important supply chains. The framework indicates that the two governments will utilise a range of policy instruments to […]
> Australian Prime Minister Anthony Albanese has secured re-election with a majority win, giving his Labor party a clear mandate to continue with plans to bolster Australia’s domestic critical mineral mining and processing potential. Last year, the Albanese government introduced a tax credit worth 10% for critical mineral processing and refining costs (at an estimated cost […]