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Critical Minerals Journal episodes
- Glencore and CNGR take all of Jaguar's first five years of nickel
Jaguar: about 22,500 t/y of contained nickel, 100% contracted before a final investment decision.
6 min - [CW43] Japan cannot buy it, GM will not: Rare Earths risk moved to the buyer
One oxide now has two prices, and a US magnet plant's anchor buyer walked.
0 min - Countries move to keep copper scrap at home
China's spot copper concentrate TC hit a record low of -$241.43/dmt.
6 min - Lotus clears last permit to ship Malawi uranium
GM was set to take 90% of a 2,000-tonne-a-year US magnet plant. It has cancelled.
7 min - [CW42] Binding offtakes secure the buyer, not the destination
The two biggest binding supply contracts we found this week went to commodity traders, and neither one says where the material will end up.
18 min - [CW41] Europe announced a number on cars and got a verb on magnets
China kept its sulfuric acid at home too, and a smelter in the Congo is now selling acid for about US$900 a tonne.
19 min - [CW40] The price of a yes: China asks for Copper to clear Anglo-Teck
Brazil, Ghana and Panama sat between a deal and a tonne this week. China asked for the tonnes.
17 min - Rubaya's coltan trade runs on taxation, not traceability
At least US$800,000 a month in coltan taxation at Rubaya, against 2,500 tonnes of world tantalum mine supply.
6 min - Surge's Nevada North PFS prints a US$9.81 billion NPV
US$4,719 per tonne of lithium carbonate over 42 years, against a US$24,000 price deck.
7 min - China holds the last approval on the US$54 billion Anglo-Teck merger
US$54 billion and about 5% of world copper supply wait on one regulator, and the ask is concentrate allocation.
6 min
About Critical Minerals Journal
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Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.