Partenariats commerciaux

GE Vernova is working with the US government to increase its yttrium stockpiles, a critical metal now facing export restrictions from China, disrupting global industrial supply chains.
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.

Brussels denounces Chinese pressure on rare earths and warns of strategic leverage

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.
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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.

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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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.
Brazilian producer Sigma Lithium has been included in a thematic index by Morgan Stanley grouping US-listed companies considered essential to national security and strategic supply chains.

First Lithium launches exploration campaign over 17,300 hectares in northern Ontario

First Lithium Minerals begins a field programme at its Lidstone project, aiming to identify gold or base metal drilling targets in a historically underexplored greenstone belt.
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CMSI launches a public consultation until 17 November to finalise a common mining standard designed to simplify industrial requirements and strengthen global adoption.
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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Kinshasa replaces export ban with a quota system covering just half of its output, triggering a price surge and global supply tensions.
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.

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.

Piedmont Lithium and Sayona complete merger to create Elevra Lithium

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.
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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.
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.