04:31 PM @ 01/11/2023
We are unsurprised by China’s announcement last week of a pending imposition of temporary export controls on several synthetic and natural graphite products. It was inevitable that Chinese authorities would react to actions by both the United States and EU governments to target China’s EV and battery sector dominance over the past year through the US Inflation Reduction Act (IRA),SEE MORE03:59 PM @ 01/11/2023
Crude prices are on track to finish October with double-digit losses as oil bulls who rushed to hedge against the Israel-Hamas war discovered to their disappointment that the rest of the market was not prepared to assign a war risk premium to a trade barely impacted by the conflict.SEE MORE10:10 PM @ 31/10/2023
Africa’s first major lithium project without Chinese funding is set to bolster US ambitions of developing its own battery-making industry.SEE MORE09:45 PM @ 31/10/2023
BHP said on Tuesday it would invest $4.9 billion in stage two of its giant Jansen potash project in Canada, as it aims to double capacity by the end of the decade.SEE MORE09:30 PM @ 31/10/2023
Emerging U.S. businesses in the energy transition supply chain such as hydrogen and wind power should act fast to avoid being dominated by China, a senior State Department official said on Tuesday.SEE MORE
