lithium

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.
Three companies will begin methanol refuelling operations in Singapore in January 2026, marking a shift for the world’s largest bunkering hub.

The United Kingdom formalises a mining strategy to reduce its dependence on China

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.
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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 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.

Sinopec accelerates on SAF and carbon credits to secure European markets by 2025

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.
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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 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.

Coulson Aviation launches SafeFuel, an onboard fuel quality control system

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.
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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 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.

France: MPs Reject Tax Increase on E85 and B100 Fuels

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.
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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 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.

Schneider Electric bets on e-methanol to strengthen industrial partnerships in Canada

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.
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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.
Ramaco Resources and the U.S. Department of Energy’s National Energy Technology Laboratory partner to develop extraction and processing technologies for rare earth elements from the Brook Mine in Wyoming.

Houston American Energy begins construction of alternative fuels complex in Texas

Houston American Energy launches the first phase of its industrial project in Cedar Port, focused on converting waste into renewable fuels through an innovation centre and research hub.
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Buffalo Biodiesel secures $300mn from Verite Capital to expand its used grease collection and processing operations to 25 US states and build two renewable gas plants.
The carrier uses mass balance and Book & Claim allocation to test demand, structure certified revenues, and prepare domestic capacity targeted for 2026 amid already intensifying regional competition.
The Indonesian government plans to mandate a 10% bioethanol blend in gasoline to reduce fuel imports and support the local ethanol industry.
The Canadian government supports a pilot phosphorus purification project in Quebec with public funding aimed at strengthening the national strategic minerals supply chain.

Energy Fuels raises $700mn through convertible notes to support project expansion

Energy Fuels has completed a $700mn fundraising through 0.75% convertible notes, aimed at supporting its rare earth and uranium projects.
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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.
Kinshasa replaces export ban with a quota system covering just half of its output, triggering a price surge and global supply tensions.

India risks regulatory setback on ethanol as Brazil consolidates SAF lead

India holds a surplus of ethanol that could support SAF production, but unclear sugarcane feedstock rules limit commercial development.
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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 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.

LanzaJet and KMG launch engineering phase of Kazakhstan’s first SAF project

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.
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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 (Immingham) Limited receives backing from the UK government to integrate NEXTCHEM technologies into its sustainable aviation fuel project derived from municipal waste.

EnergyX invests $20mn in lithium plant on former military site in Texas

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.
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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.
The Barroso project, considered strategic for the European Union, faces a new delay due to administrative setbacks involving a pending land easement approval.

RWE activates 83 megawatts of wind and solar capacity in France

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.
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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.
Canada and Germany have signed a joint declaration of intent to secure their supply chains for strategic minerals such as lithium, nickel and rare earths.

High-Grade Lithium and Cesium Discovery by Comet Lithium in Québec

Comet Lithium unveils promising assay results from its Elmer East project, revealing a pegmatite rich in lithium, cesium, and tantalum, with rare grades for a first phase of exploration on virgin ground.
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Aleon Metals has secured $188 million in financing from its creditors and initiated a restructuring process to support its operations and pursue the sale of its strategic assets.
The sultanate awards three mining concessions to local companies. Projects target strategic deposits to reduce hydrocarbon dependence.