Strategic Metals

The commercial court of Évry has ordered the judicial liquidation of Global Bioenergies, a French start-up in sustainable aviation fuel, after both takeover bids were rejected due to insufficient guarantees for employees and assets.
Parliament approved the removal of a proposed tax increase on Superethanol-E85, ensuring a continued favourable tax regime for motorists and the agricultural sector until 2026.

France: B100 and E85 biofuels maintain their tax niche despite doubts

The rejection of the removal of tax benefits for B100 and E85 biofuels preserves a favourable fiscal framework for an agricultural sector under pressure, despite uncertainty over actual environmental gains.
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Brasília links a major tax fraud investigation to talks with Washington, combining demands for financial transparency with negotiations over U.S. access to Brazilian rare earths.
The European Union criticises China's export licence procedure on rare earths, arguing that it increases the dependency of European manufacturers on a coercive mechanism central to critical industrial supply chains.

Singapore to issue licences for methanol bunkering starting in 2026

Three companies will begin methanol refuelling operations in Singapore in January 2026, marking a shift for the world’s largest bunkering hub.
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London deploys a regulatory framework to secure critical mineral supplies by 2035, limiting dependence on single-country sourcing while developing a domestic lithium and tungsten industry.
Mining group BHP has re-entered talks to acquire Anglo American, months after the latter announced a copper-focused merger with Canadian firm Teck Resources.

Verso Energy awards FEED contract for DEZiR project to Rely for site in Normandy

Verso Energy assigns the front-end engineering design of the e-SAF DEZiR site to Rely, marking a major industrial step in sustainable aviation fuel production in France, with global deployment ambitions.
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The Chinese giant targets 120 kt of SAF trading in 2025 and expands into European carbon markets, banking on ReFuelEU and CORSIA mandates to capture growing regulated demand.
Nineteen countries, led by Brazil, Italy, Japan and India, aim to quadruple sustainable fuel production by 2035, marking a major industrial and regulatory challenge for global energy and transport supply chains.

Clean Energy reports $23.8mn net loss despite increase in renewable gas sales

Clean Energy reported a net loss for the third quarter of 2025, impacted by Amazon-related charges and a decline in adjusted EBITDA, despite continued growth in renewable natural gas volumes.
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Coulson Aviation has developed SafeFuel, a patented system that verifies fuel quality in real time during refuelling, reducing the risk of contamination on aircraft operating in remote environments.
Fluor Corporation will lead the front-end engineering of a UK sustainable aviation fuel plant led by LanzaJet and British Airways, with planned output of over 90,000 tonnes per year.

80 Mile PLC Signs Heads of Terms Agreement with USFM to Fund Disko Project in Greenland

80 Mile PLC has reached a binding Heads of Terms agreement with USFM Corporation for a $30 million investment in exchange for 51% of the Disko-Nuussuaq project in Greenland, a key step in developing this strategic resource.
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The French National Assembly rejected proposed tax increases on E85 and B100 biofuels in the 2026 budget after strong opposition from the agricultural and transport sectors.
The Commercial Court of Evry has delayed the review of takeover bids for Global Bioenergies, raising the possibility of judicial liquidation if no buyer emerges by November 12 at noon.

Rheinmetall and Sunfire join forces to develop a European synthetic fuel network

Rheinmetall forms a strategic partnership with Sunfire, Ineratec, and other companies to establish decentralized synthetic fuel production across Europe, thereby strengthening the continent’s energy independence.
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Schneider Electric Canada aims to bring its Danish e-methanol plant model to the Canadian market, leveraging advanced automation to support new partnerships with heavy industry sectors.
Tenergie renovated the roof of an industrial hangar at a limestone quarry in Bouches-du-Rhône and installed a 270 kWc solar plant under a 25-year lease agreement with no upfront cost for the company.
Global demand for biofuels is driving a sharp increase in used oil imports to Europe and the United States, straining global feedstock supply chains, according to the International Energy Agency.
Singapore’s gasoil and kerosene inventories reached a three-month high after a sharp weekly drop in net exports, supported by a marked increase in imports from Northeast Asia.

CMSI opens final consultation on global consolidated mining standard

CMSI launches a public consultation until 17 November to finalise a common mining standard designed to simplify industrial requirements and strengthen global adoption.
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Trader Alkagesta opens a new biofuels trading desk in Geneva, targeting European market growth and consolidating its investments in alternative fuels.
The Indonesian government plans to mandate a 10% bioethanol blend in gasoline to reduce fuel imports and support the local ethanol industry.

Canada provides $735,000 to Arianne Phosphate for phosphorus processing project

The Canadian government supports a pilot phosphorus purification project in Quebec with public funding aimed at strengthening the national strategic minerals supply chain.
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Energy Fuels has completed a $700mn fundraising through 0.75% convertible notes, aimed at supporting its rare earth and uranium projects.
California lifts its ban on E15 fuel, opening its vast market to the ethanol-gasoline blend in a bid to lower prices and expand consumer options.

DRC caps cobalt exports at 96,600 tonnes until 2027

Kinshasa replaces export ban with a quota system covering just half of its output, triggering a price surge and global supply tensions.
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India holds a surplus of ethanol that could support SAF production, but unclear sugarcane feedstock rules limit commercial development.
Italy’s competition authority has fined six oil companies nearly €1bn for colluding on bioethanol pricing between 2020 and 2023, including a €336mn penalty for Eni.

TETRA triples bromine resources and identifies magnesium in Arkansas

TETRA Technologies announces a sharp increase in mineral resources in Arkansas, including bromine, lithium, and for the first time magnesium and manganese, across its 40,000 acres of brine concessions.
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LanzaJet and state-owned KazMunayGas have reached a decisive milestone towards building Kazakhstan’s first sustainable aviation fuel plant, with the immediate start of the engineering phase.
Texas-based start-up MCatalysis secures seed funding from HL Energy Ventures to exploit, under exclusive licence, a microwave catalysis technology developed at the University of Oxford.

Altalto secures public funding for its UK waste-to-aviation fuel project

Altalto (Immingham) Limited receives backing from the UK government to integrate NEXTCHEM technologies into its sustainable aviation fuel project derived from municipal waste.
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US-based EnergyX will install its lithium pilot plant in Texarkana, investing $20mn on the TexAmericas Center industrial site and announcing the creation of over 40 skilled jobs.
TexPower entrusts its strategy to reindustrialise lithium iron phosphate in the United States to Bader Almonawer, appointed president to lead the company’s industrial and operational development from Houston.

Savannah postpones Portugal lithium mine startup to 2028

The Barroso project, considered strategic for the European Union, faces a new delay due to administrative setbacks involving a pending land easement approval.
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German group RWE has commissioned five new power plants in France, adding 83 MW to its portfolio, following repeated successes in tenders organised by the Energy Regulatory Commission.
Piedmont Lithium has completed its merger with Sayona Mining, giving birth to Elevra Lithium, a new mining group focused on hard-rock lithium with an expanded presence in North America and Australia.