Commodities Report: Copper futures | 2026-03-29 12:00 UTC [ZQMF] | Bullish | tightening

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1. https://www.indexbox.io/blog/eu-and-us-advance-critical-minerals-work-in-positive-trade-meeting/ - * A meeting between the EU and U.S. trade officials was described as very positive, focusing on critical minerals and tariffs. * The meeting occurred on the sidelines of a WTO ministerial meeting. * EU lawmakers voted to advance legislation related to a trade agreement with the U.S., including safeguards against U.S. tariff violations. * The U.S. and EU agreed to continue work on critical minerals and tariffs. * The EU seeks to lower tariffs and strengthen trade relations with other partners.
2. https://www.ad-hoc-news.de/boerse/news/ueberblick/aecon-group-stock-infrastructure-leader-faces-evolving-north-american/69018308 - * Aecon Group Inc., a Canadian construction and infrastructure firm, operates across transportation, energy, mining, and utilities sectors. * The company is involved in projects such as transit expansions, energy infrastructure, pipelines, and public-private partnerships in North America. * Sector drivers include infrastructure spending from government programs, urbanisation, and energy transition initiatives. * Aecon's strategic positioning and backlog provide visibility on ongoing workloads amid sector shifts. * Risks include project delays, cost overruns, and regional concentration, with open questions on expansion and bid wins.
3. https://www.ad-hoc-news.de/boerse/news/ueberblick/southern-copper-corp-stock-strategic-growth-in-copper-mining-amid/69015654 - * Southern Copper operates mines in Peru and Mexico, focusing on copper, molybdenum, zinc, and silver. * The company plans over $15 billion in growth projects to boost production and efficiency. * These initiatives aim to meet rising demand driven by electrification and renewable energy transitions. * Market outlook highlights structural copper deficits, with supply constraints and surging demand. * Investors in North America view it as a low-cost, regional copper play with growth potential.
4. https://www.moneyweb.co.za/news/south-africa/joburg-invests-r14m-in-new-ev-charging-pilot-network/ - * The City of Johannesburg and City Power launch their first phase of an EV charging network, investing R14 million in infrastructure, software, and energy components. * The initial rollout includes 14 charging stations at the Booysens facility, with plans for expansion across the city. * The project aims to promote sustainable energy, reduce fleet costs by about 30%, and improve operational efficiency. * The initiative is part of Johannesburg’s broader strategy to modernise its energy system and transition to cleaner transportation options. * The move responds to economic and environmental pressures, with EV costs expected to be significantly lower than petrol vehicles.
5. https://www.streetwisereports.com/article/2026/03/26/copper-discoveries-are-getting-scarce-one-explorer-is-drilling-to-change-that.html - * Copper demand driven by electrification, renewable energy, and electric vehicles is increasing, while new discoveries are declining. * Vortex Metals advances copper and copper-gold projects in Chile and Mexico, including the Illapel Copper Project and VMS targets. * Drilling at Illapel has intersected sulphide mineralisation; projects in Mexico show surface mineralisation and geophysical anomalies. * Success in exploration could significantly increase company valuation amidst a potential copper supply shortfall. * Technical analysis indicates the stock might be entering a recovery phase, with targets potentially reaching CA$0.12–CA$0.30.
6. https://infrastructureusa.org/battery-storage-projects-surge-as-grid-reinforcement-becomes-a-national-priority/ - * The US is experiencing a surge in battery storage and power system reinforcement projects due to extreme weather, electrification, and renewable integration. * Statewide projects include Illinois' 3-gigawatt energy storage plan and California's solar and battery facility with over $500 million in estimated costs. * Microgrid and distributed energy projects are being launched in Maryland and New Orleans, focusing on resilience and critical infrastructure. * A geothermal energy infrastructure project at a New York campus aims to lower emissions and modernise energy systems. * These initiatives reflect a national shift towards grid modernisation and energy resilience, with increasing private sector engagement expected.
7. https://cedirates.com/news/despite-us-efforts-to-ease-congo-rwanda-tensions-drc-signs-fresh-mining-deal-with-china/ - * The Democratic Republic of Congo (DRC) signed a mining cooperation deal with China, emphasising its strategic economic ties, including data sharing, investment protection, and local processing. * The deal focuses on key projects such as the MIFOR iron ore development and involves Chinese companies like CMOC Group, Zijin Mining, and Huayou Cobalt. * The US has responded with a strategic mineral partnership with Congo, granting US firms access to copper, cobalt, lithium, and tantalum reserves. * China remains dominant in Congo’s mining sector, outpacing US influence despite increased US engagement in infrastructure and stabilisation efforts. * Congo maintains strong ties with both powers, seeking to leverage mineral resources amid geopolitical competition.
8. https://www.edie.net/government-pledges-64m-for-port-talbot-wind-hub-to-power-green-steelmaking/ - * UK government pledges £64m for Associated British Ports to develop floating offshore wind port at Port Talbot. * The project aims to unlock 4.5GW of floating offshore wind in the Celtic Sea, powering 6.5 million homes. * The initiative is expected to create jobs and attract over £500m investment. * Full £122m UK government funding has been allocated to support Tata Steel's transition from blast furnaces to electric arc furnaces. * Electricity from offshore wind will power the new steelmaking process, reducing site emissions by around 90%.
9. https://www.investywise.com/gujarat-fluorochemicals-limited-subsidiary-gfcl-ev-raises-80m/ - * Gujarat Fluorochemicals Limited's subsidiary GFCL EV secured an additional USD 80 million in funding from a global investor, supplementing USD 50 million from IFC, totaling USD 130 million. * The funds will expand manufacturing capacity for advanced battery materials in India, supporting energy transition and electrification goals. * GFCL EV operates a fully integrated manufacturing facility in India, producing battery chemicals, cathode active materials, and binders. * The funding aims to create jobs, strengthen global supply chains, and reinforce India’s battery value chain position. * The announcement was made on March 27, 2026, and the project supports India’s energy security and transport electrification.
10. https://www.thehindubusinessline.com/news/world/china-launches-two-probes-into-us-trade-practices/article70791970.ece - • China's commerce ministry initiates two counter-probes into US trade practices, scheduled for six months but extendable. • Probes are in response to US Section 301 investigations on China, including issues of industrial capacity and forced labour. • China states it will take measures to defend its rights based on investigation findings. • US launched trade investigations into excess capacity and forced labour in China and other trading partners earlier in March. • High-level trade talks between China and the US occur amid ongoing investigations, with China emphasising cooperation.
11. https://www.adomonline.com/electric-vehicle-govt-urges-private-sector-investments-into-solar-powered-charging-stations/ - * The government calls for private sector investment in solar-powered electric vehicle charging systems in Ghana. * The advice was given during a stakeholder event held at Sunyani Technical University. * Emphasis on solar energy for EV charging to promote cleaner, sustainable energy and meet climate obligations. * The EV sector is seen as creating employment opportunities and fostering renewable energy transition. * The nation aims to increase EV adoption, with Africa’s EV share at 1%, and discusses models and battery swap systems.
12. https://asianews.network/japan-faces-shrinking-construction-workforce-as-government-expands-%C2%A520-trillion-infrastructure-plan/ - * The Japanese government announced a ¥20 trillion infrastructure plan over five years starting fiscal 2026, focused on disaster-resilient infrastructure. * Infrastructure deterioration continues, compounded by a 30% decline in construction workers since 1997, with 2025 workforce at 4.78 million. * Educational initiatives and local inspections aim to mitigate workforce shortages and ageing infrastructure risks. * Start-up Tenchijin uses satellite data and advanced technology to predict water pipe leaks, enhancing inspection efficiency. * Projects involve industry-academic-government partnerships to improve infrastructure management.
13. https://thediplomat.com/2026/03/the-security-architecture-of-the-taiwan-us-trade-deal/ - * On 12 February 2026, Taiwan and the US signed the Agreement on Reciprocal Trade (ART), subject to legislative approval. * The agreement establishes a security architecture with legal commitments on defence spending, export controls, and regulatory convergence. * It embeds US defence law concepts, such as 'covered nations', influencing Taiwan's export controls on sensitive technologies. * Taiwan must strengthen measures against diversion of critical technologies to 'covered nations' like China, Russia, North Korea, and Iran. * The agreement includes clauses conditioning Taiwan’s trade relationship on its agreements with 'covered nations', operating as a geopolitical lock-in. * It mandates alignment of Taiwan’s export controls with the US Foreign Direct Product Rule, covering semiconductors and intangible technologies. * Taiwan is required to cooperate with US sanctions and phase out technology from countries of concern in critical digital infrastructure. * The agreement links US import restrictions with Taiwan’s trade measures, promoting regulatory convergence. * The ART goes beyond trade, actively embedding strategic and security considerations into its provisions.
14. https://www.miningmx.com/news/markets/64841-african-export-curbs-hurt-chinas-best-laid-plans/ - * African export restrictions on critical battery metals such as cobalt and lithium are affecting Chinese companies invested in African mines. * Congo imposed cobalt export curbs in February 2025 to reduce oversupply, while Zimbabwe banned lithium concentrate shipments recently. * Cobalt prices have surged over 160%, with Congolese cobalt hydroxide more than quadrupling. * Chinese firms including Sinomine Resource Group and Zhejiang Huayou Cobalt face challenges in Zimbabwe, needing more investment for refining capacity. * Chinese investments in Zimbabwe and Congo amount to around $2.8bn and $9bn respectively. * Experts predict resource nationalism in Africa will likely increase and impact supply chains.
15. https://defencemonitor.in/chinas-grip-on-key-minerals-sparks-us-alarm-lawmakers-demand-swift-supply-chain-fixes/ - * US lawmakers and experts warn reliance on Chinese critical minerals threatens national security. * House subcommittee hearing highlights dependence on imports, especially from China. * Critical minerals such as copper, rare earths, and lithium are essential for defence and technology. * China controls global processing and refining capacity, creating strategic vulnerabilities. * Experts call for domestic supply chain development, exploration, and international cooperation to counterbalance China. * Concerns raised over transparency and government investment in mining. * Critical minerals underpin economic growth and military capability, supporting jobs and GDP. * Solutions involve domestic production, alliances, and policy measures amid rising geopolitical tensions.
16. https://www.eqmagpro.com/rec-ltd-clears-%E2%82%B91-6-lakh-crore-borrowing-plan-for-fy27-to-fund-power-and-renewable-energy-expansion-eq/ - • REC Ltd approves ₹1.6 lakh crore borrowings for FY27 to finance power, renewable energy, and infrastructure projects in India. • Funding aims to support transmission, generation, and renewable energy expansion. • Borrowings will enhance liquidity for utilities, developers, and sector growth. • Investment includes solar, wind, hybrid, energy storage, and grid modernisation projects. • The programme accelerates India’s energy transition and power sector development.
17. http://www.ecns.cn/business/2026-03-26/detail-ihfaytev9466727.shtml - * China's total installed power generation capacity rose to approximately 3.95 billion kW by the end of February. * The capacity increased by 15.9% year-on-year. * Solar power capacity increased to 1.23 billion kW, up by 33.2%. * Wind power capacity reached 650 million kW, up by 22.8%. * The growth indicates continued shift toward renewable energy in China. * The utilisation of power generation equipment decreased by 39 hours compared to the previous year.
18. https://www.washingtontimes.com/news/2026/mar/25/lets-build-americas-future/ - * The article discusses the introduction of the Federal Infrastructure Bank Act to modernise US infrastructure. * The legislation aims to leverage private investment for projects like roads, bridges, ports, energy, and water systems. * It proposes funding infrastructure without increasing the federal deficit, using private capital instead of taxpayer dollars. * The bill includes measures to protect infrastructure from foreign influence, particularly from China. * It builds on previous US investment initiatives and aims to encourage public-private partnerships for infrastructure development.
19. https://fmdrc-zambia.com/jorge-gomez-ceo-of-collahuasi-mining-industry-faces-global-tension-due-to-slow-supply-response/?utm_source=rss&utm_medium=rss&utm_campaign=jorge-gomez-ceo-of-collahuasi-mining-industry-faces-global-tension-due-to-slow-supply-response - * A speaker at the World Mining Congress 2026 highlighted structural constraints in the industry’s response to demand increases. * Chile, a major copper producer, faces slow reactions due to long-term operational perspectives and regulatory processes. * Increasing global demand driven by electrification and technology may lead to a supply deficit. * Public policies are needed to expedite permitting processes in Chile and Peru. * Geopolitical shifts and rising fuel costs are affecting the industry; labour and engineering shortages are causing project delays.
20. https://tradebrains.in/green-energy-stock-with-a-massive-operational-capacity-of-17982-mw-to-keep-on-your-radar/ - * The company operationalized 510.1 MW across solar, wind, and hybrid projects at Khavda, increasing total capacity to 17,982.3 MW. * The company's prior capacity was 17,385 MW; the expansion included 300 MW solar, 140.1 MW wind, 70 MW hybrid. * The company is a major renewable power generator in India, with a market capitalisation of Rs. 1,40,636 crores. * The location offers solar and wind potential, aiding efficiency and load management. * The sector is supported by government initiatives promoting green energy in India.
21. https://www.thehindubusinessline.com/markets/commodities/battery-metals-could-face-the-heat-of-iran-war-as-sulphur-shipments-grind-to-a-halt/article70785023.ece - * The production of copper, nickel, cobalt, and lithium could be affected due to sulphur shipment halts caused by Iran war. * The war has halted sulphur shipments through the Strait of Hormuz, increasing prices. * Copper production in the DRC and Zambia relies on Middle East sulphur imports. * Sulphur prices have surged 25% since the war began, 165% year-on-year. * Disruptions threaten downstream metal processing costs, particularly for copper, nickel, cobalt, and lithium.
22. https://copperbeltkatangamining.com/jubilee-metals-advances-molefe-mine-expansion-following-strong-copper-drill-results/?utm_source=rss&utm_medium=rss&utm_campaign=jubilee-metals-advances-molefe-mine-expansion-following-strong-copper-drill-results - * Jubilee Metals Group reports encouraging high-grade copper drill results at Molefe mine in Zambia. * Findings support expansion plans and strengthen copper feed supply to Sable Refinery. * Drilling confirms consistent mineralisation and potential for resource growth. * Phase 2 drilling has commenced to delineate eastern extension. * Updated mine plan expected to outline future development stages. * Expansion aims to secure reliable, high-quality copper feed amid growing demand for electrification and renewable energy.
23. https://copperbeltkatangamining.com/makor-resources-launches-zambia-expansion-with-30-million-copper-exploration-strategy/?utm_source=rss&utm_medium=rss&utm_campaign=makor-resources-launches-zambia-expansion-with-30-million-copper-exploration-strategy - * Makor Resources enters the copper mining sector in Zambia with plans to invest up to $30 million. * The company will initially invest approximately $2-3 million by the end of the year to facilitate exploration. * Focus on geophysical surveys, remote sensing, and sampling to identify drilling targets. * The medium-term investment aims to reach between $20-30 million for advanced exploration. * This expansion aligns with rising global copper demand driven by electrification and renewable energy development.
24. https://africa.com/copper-mining-in-the-drc-a-strategic-frontier/ - - The Democratic Republic of the Congo (DRC) is a key global copper resource, with 65% of new discoveries in 2023. - Global demand for copper is rising due to electrification, electric vehicles, renewable energy, and AI infrastructure. - Copper demand is projected to outpace supply in 2026, increasing interest in DRC assets like the Butembo copper project. - The article discusses the company’s efforts to develop copper exploration responsibly in the DRC, emphasising ESG standards, community engagement, and infrastructure development. - Challenges in the DRC include governance issues, artisanal mining, and infrastructure bottlenecks, which responsible operators aim to address. - Mining is viewed as a means to build local capacity and promote sustainable development, with capacity-building and local employment highlighted. - The DRC's mineral wealth is relevant to geopolitical interests and supply chain diversification, involving China, the US, and the EU. - The future of copper mining in the DRC hinges on leadership that combines commercial success with ethical standards, supporting global energy transition goals.
25. https://energynow.com/2026/03/freeport-ceo-says-iran-war-energy-disruptions-could-delay-new-us-lng-projects/ - * Supply disruptions linked to the US-Israeli war on Iran could delay US LNG construction, said Freeport LNG CEO Michael Smith during CERAWeek in Houston.
26. https://skillings.net/the-copper-deficit-checklist-3-key-indicators-for-the-q2-2026-price-surge/ - * The market anticipates a copper price surge in Q2 2026, with projections up to $12,500/mt. * A structural deficit of roughly 330,000 tonnes is projected for 2026, exceeding initial estimates. * Latin American supply, primarily from Chile and Peru, faces social unrest, regulatory, and geological challenges. * Increasing demand from AI and data centres is contributing to a supply crunch. * Brownfield expansion delays and rising operational costs threaten new supply growth. * Inventory coverage is expected to fall below three weeks, heightening price volatility.
27. https://drgnews.com/2026/03/25/misc-ag-19/ - * The United States has initiated investigations into alleged unfair trade practices. * The probes, launched under Section 301 of the Trade Act of 1974, could lead to new tariffs. * Countries potentially affected include China, the EU, India, Japan, South Korea, and Mexico. * The investigations aim to address issues such as industrial overcapacity and forced labour. * The assessments are expected to conclude with potential tariffs by mid-2026.
28. https://www.prnewswire.com/news-releases/recycled-copper-market-to-reach-us-105-1-billion-by-2033-driven-by-sustainability-trends-and-industrial-demand---persistence-market-research-302724923.html - * The global recycled copper market is expected to grow to US$105.1 billion by 2033, with a CAGR of 10.6%. * Asia Pacific leads the market with a 43% share, growing at 12.3% CAGR due to demand from China, India, and ASEAN. * Electronic scrap is the fastest-growing source segment, supported by increasing e-waste and advanced recovery technologies. * Rising demand from renewable energy, electric vehicles, and infrastructure sectors boosts long-term market growth. * Increasing focus on circular economy and sustainability promotes recycled copper usage, with governmental regulations supporting recycling initiatives.
29. https://www.itweb.co.za/article/city-power-switches-on-joburgs-ev-future-with-charging-hub/RgeVDvPRe1KMKJN3 - * The City of Johannesburg, through City Power, launched its first phase of EV charging stations in Booysens. * The initiative is part of City Power’s 10-point energy plan to promote sustainable mobility. * The project aims to transition municipal fleet to EVs, support infrastructure modernisation, and improve service delivery. * City Power announced over R12 million allocated for its EV programme, focusing on workforce reskilling and community engagement. * Plans include expanding a city-wide charging network and exploring technologies like battery-swapping.
30. https://sabusinessintegrator.co.za/fuel-price-increase-ev-adoption/?utm_source=rss&utm_medium=rss&utm_campaign=fuel-price-increase-ev-adoption - * South Africa faces a major fuel price increase due to rising international oil prices. * Fuel costs are pushing consumers and businesses towards electric vehicles. * EV charging infrastructure is evolving to improve user experience with simplified payment options. * South Africa’s EV market is projected to grow from US$31.93 million in 2022 to US$256.53 million by 2030. * The country's renewable energy sector is supporting EV infrastructure with solar and wind projects. * The shift to EVs responds to economic pressures from fuel price rises and energy costs.
31. https://www.chinatechnews.com/2026/03/25/118010-the-west-should-learn-from-japan-how-to-stand-up-to-china - * China imposes export controls on Japanese companies targeting critical minerals and 'dual-use' technologies. * Beijing's restrictions stem from Japan's alleged 'remilitarization'. * 20 Japanese companies are directly restricted, and another 20 are subject to strict licensing. * The article discusses broader implications for democracies managing economic and security concerns with China.
32. https://www.cnbc.com/2026/03/25/iran-war-renewables-solar-wind-oil-gas-energy-strait-of-hormuz.html - * The Iran war disrupts oil exports, highlighting reliance on fragile fossil fuel trade routes. * Countries are expected to accelerate investment in renewables, driven by energy security concerns. * Renewable sources, particularly solar and wind, account for 85% of new global power capacity in 2024. * Electrotech, including solar, wind, batteries, and electrified transport, became the dominant engine of global energy growth in 2024. * The crisis is viewed as a catalyst for Asia to reduce oil dependency, akin to Europe's response to Ukraine. * European countries, like Spain, are benefiting from grid investments and renewable energy to reduce fossil fuel reliance. * Some warnings exist that near-term fossil fuel usage may increase if policymakers subsidise fossil fuels or coal makes a temporary comeback.
33. https://asiatimes.com/2026/03/gulf-crisis-to-strengthen-not-weaken-chinas-industrial-edge/ - • Geopolitical instability in the Persian Gulf could disrupt global energy supplies and increase inflation. • Global electricity demand is projected to grow, driven by electrification and digitalisation, with a focus on renewable energy sources. • China holds a dominant position in solar manufacturing, electric vehicle exports, and battery production, supported by large-scale infrastructure financing. • The shift towards electrification and renewable energy may confer strategic economic advantages to China. • Despite global disruptions, China’s manufacturing capacity and financial strength position it favourably for the evolving energy and industrial landscape.
34. https://www.pv-magazine-australia.com/2026/03/25/rio-tinto-deal-to-deliver-7-5-billion-renewables-investment-in-queensland/ - * Rio Tinto to secure $2 billion in subsidies from Australian federal and Queensland governments for renewable projects in Queensland. * The agreement supports infrastructure upgrades and renewable energy integration into Boyne aluminium smelter near Gladstone. * The deal involves buildout of solar, wind, and battery storage projects, with renewable power expected to supply over 80% of the smelter’s electricity. * Rio Tinto has committed to a Power Purchase Agreement (PPA) for 112 MW solar and associated battery storage, increasing total contracted renewable energy in Queensland to over 2.8 GW. * The investment aims to keep the Boyne smelter viable in a decarbonising market and support industrial decarbonisation in Queensland.
35. https://www.dailymail.co.uk/money/markets/article-15643491/London-scores-mining-IPO-year-Halo-Minerals-announces-plans-list-Aim.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * London has its first mining IPO of the year, driven by rising demand for copper. * Halo Minerals plans to list on Aim, raising £4 million through conditional placing, targeting a market cap of £20 million. * The company specialises in battery metals including copper, aiming to benefit from increased demand linked to electrification and renewable energy. * Halo intends to develop its Playa Verde project in Chile, with production of copper products expected in 2028. * The IPO aims to enhance Halo's visibility and support long-term growth, amid a challenging market environment for flotations.
36. https://vir.com.vn/eu-to-mobilise-over-1-billion-for-major-infrastructure-projects-in-vietnam-149227.html - * The EU plans to mobilise over $1 billion for large-scale infrastructure projects in Vietnam, including the North–South high-speed railway, inland waterway systems, and urban transport networks. * The initiative includes a $580 million investment in sustainable transport and clean energy projects, such as renewable energy, energy efficiency, and electric mobility. * A $232 million credit line from the European Investment Bank supports small and medium-sized enterprises investing in renewable energy. * Almost $267 million is allocated to the Bac Ai pumped-storage hydropower project, Vietnam’s first of its kind. * The projects aim to support Vietnam’s green transition and efforts to achieve net-zero emissions by 2050.
37. https://pngworldwide.com/tariff-uncertainty-returns - * The US government has launched two new investigations under Section 301 of the Trade Act of 1974, focusing on excess capacity and forced labour. * These investigations could lead to new duties, affecting sourcing strategies especially for importers diversifying away from China. * The possibility of longer-lasting tariffs increases risks for planning, pricing, and supply chain decisions. * Broader trading partner scope (including Asia and Europe) is now under review, impacting diversification strategies. * Businesses are advised to update cost models, review purchase commitments, ensure documentation accuracy, and maintain close industry contacts. * The situation remains fluid, requiring ongoing monitoring and early proactive responses.
38. https://raillynews.com/2026/03/union-pacific-and-norfolk-southern-announce-merger-proposal/ - * The proposed merger between Union Pacific and Norfolk Southern aims to reshape North American rail logistics, focusing on capacity, technology, and infrastructure.* The companies plan to shift approximately 2 million truckloads annually from road to rail, increasing rail capacity by roughly 11%.* The merger seeks to reduce transit times by 24 to 48 hours, enhancing competitiveness and customer satisfaction.* Over $1.1 billion will be allocated to infrastructure upgrades, including expanding tracks and modernising terminals.* Regulatory approval is uncertain, with plans for technological and operational integration upon success.
39. https://www.openpr.com/news/4438393/ev-charging-cable-market-accelerates-toward-usd-24-4-billion - * The global EV charging cable market is projected to grow from USD 3.3 billion in 2026 to USD 24.4 billion by 2036, registering a CAGR of 22.2%. * Growth driven by accelerating EV adoption, decarbonisation mandates, and technological advancements. * Market evolution includes focus on high-power DC charging and smart connectivity features, supporting vehicle-to-grid (V2G) and bidirectional energy flow. * Asia-Pacific, China, and India are major regions of growth, supported by government policies and regional standards. * Market challenges include standardisation fragmentation and raw material volatility.
40. https://skillings.net/critical-minerals-processing-does-500m-plan-to-challenge-chinas-dominance/ - * The U.S. Department of Energy (DOE) announced a $500 million fund on March 13, 2026, to improve domestic critical minerals processing and battery materials manufacturing. * The initiative aims to address the bottleneck in refining lithium, graphite, nickel, copper, and aluminium within the USA. * Funding ranges from $50 million to $200 million per project, with a focus on fast scaling and commercialization within 24 to 48 months. * Projects must avoid dependence on 'foreign entities of concern' like China and Russia. * Targets include primary processing, recycling, and component manufacturing to strengthen the US supply chain for energy transition materials.
41. https://energystoragepro.com/2026/03/24/ntpc-green-invites-eoi-for-100-mw-solar-bess-hybrid-project-in-uttar-pradesh/ - * NTPC Green Energy Limited (NGEL) and NTPC UP Green Energy Limited (NUGEL) issued an EOI for a 100 MW solar PV and 50 MW/200 MWh BESS project in Uttar Pradesh. * The project aims to support industrial and commercial consumers, providing firm power during solar and non-solar hours. * The EOI was issued on March 23, 2026, with submission deadlines in April 2026. * The project will connect to the Uttar Pradesh Power Transmission Corporation Limited substation. * The initiative seeks to enhance renewable energy deployment and grid stability in Uttar Pradesh.
42. https://skillings.net/canadas-race-to-the-top-positioning-as-the-g20-leader-in-fast-tracked-mining-permits-for-the-2026-boom/ - * Canada aims to issue mining conditions within two years of project review in 2026, reducing permitting timelines from over a decade.* * The federal government launches a $1.5 billion infrastructure fund to support transportation and power projects for resource extraction.* * Priority projects include McIlvenna Bay, Canada Nickel, Red Chris Expansion, and Nouveau Monde Graphite, with timelines significantly accelerated.* * A political blockade is affecting the $2 billion sovereign critical minerals fund, necessitating alternative government support.* * Canada's speed in permitting is a strategic move to compete with US and Australian subsidies and reduce reliance on Chinese processing.*
43. https://www.thecambodianews.net/news/278940492/vietnam-aims-for-2-renewable-energy-hubs-by-2030 - * Vietnam sets a target to establish two renewable energy industry and service hubs by 2030 under the Just Energy Transition Partnership. * Renewable energy is projected to comprise about 47% of Vietnam's total installed power capacity by 2030. * The country plans to develop policies favouring offshore wind, solar power, energy storage, and smart grid infrastructure. * Goals include attracting investment, upgrading transmission, and reducing emissions from the power sector. * Future plans involve increasing renewable energy to 85% of primary energy by 2050 and phasing out coal-fired power plants.
44. https://slguardian.org/us-lawmakers-demand-halt-to-nvidia-ai-chip-exports-amid-smuggling-scandal/ - * Senior US lawmakers demand suspension of Nvidia AI chip export licences following smuggling revelations into China.* * The case involves a conspiracy to bypass US export restrictions via intermediaries in south-east Asia.* * Nvidia emphasises compliance and denies illicit diversion effectiveness.* * The US Commerce Department and Congress consider tighter export controls and tracking legislation.* * The scandal highlights tensions between technological leadership and national security in global supply chains.
45. https://utilitymagazine.com.au/agl-begins-commissioning-of-500mw-liddell-battery/ - * AGL has started commissioning its 500MW, two-hour grid-scale Liddell Battery, located next to the former Liddell Power Station in NSW. * Construction is complete, with commissioning of the first 250MW underway, and full operations expected by June 2026. * The project aims to support energy system stability and facilitate renewable energy integration, replacing the coal plant. * It joins other AGL storage assets, including Torrens Island, Broken Hill, and Tomago batteries. * The project received a $35 million grant from the Australian Renewable Energy Agency and a NSW Electricity Infrastructure Roadmap agreement.
46. https://skillings.net/copper-price-forecast-2026-matters-why-the-looming-deficit-is-your-biggest-opportunity/ - ['* The article discusses a projected copper supply deficit in 2026 amid conflicting forecasts from Goldman Sachs (surplus) and JP Morgan (deficit).', '* It highlights the real-world challenges such as grade depletion, project delays, and regulatory issues impacting supply.', '* The article details potential scenarios with different copper price forecasts and emphasises the structural demand driven by AI and green energy transitions.', '* The Vicuña District is identified as crucial for future supply, with existing projects like Josemaria and Filo del Sol being mandatory.', '* It underscores geopolitical factors, including US tariffs and market fragmentation, influencing copper prices and supply dynamics.']
47. https://oilprice.com/Energy/Energy-General/Why-Portugal-and-Spain-Dodge-Europes-Energy-Price-Shock.html - * Portugal and Spain have expanded renewable energy, mainly wind and solar, with limited grid interconnection, creating an 'island effect'. * Wholesale electricity prices in Iberian countries remain below €70/MWh, despite rising gas prices elsewhere in Europe. * Countries with high reliance on gas-linked pricing, like Germany and Italy, face prices above €150/MWh. * High renewable penetration in Iberia reduces system sensitivity to global fuel market shocks. * Systems relying less on fossil fuels for price setting tend to have lower, more stable electricity prices. * France, with nuclear energy, shows similar price stability during fossil fuel volatility. * System stability depends on grid management and flexibility, not just renewable capacity. * Decoupling electricity prices from fossil fuels offers long-term cost and volatility benefits.
48. https://www.benzinga.com/markets/bonds/26/03/51401435/blackrock-pivots-hard-for-3rd-time-in-50-years-chasing-300-400-returns-with-4-commodity-plays-says- - * BlackRock is abandoning the traditional 60/40 portfolio due to breakdowns in protections from equity and bond falls. * Historically, bond-to-commodity rotations have delivered 300-400% returns over five years. * Escalating global tensions and energy disruptions are driving supply shocks, affecting asset prices. * BlackRock's CIO notes bonds and gold no longer provide ballast as equities fall, prompting a diversification shift. * Capital is flowing into four commodities, notably copper, driven by supply deficits from infrastructure growth.
49. https://telematicswire.net/infineon-partners-zenergize-to-boost-indias-clean-energy-and-ev-infrastructure/ - * Infineon Technologies announces a strategic partnership with Zenergize to accelerate India’s transition to clean energy and electric mobility. * The collaboration focuses on integrating semiconductor technologies, including silicon carbide (SiC), into power-electronics systems for solar energy, EV charging, and energy storage. * The partnership aims to develop efficient solar inverters, reliable EV chargers, and energy-storage systems tailored for India’s operating conditions. * It supports India’s goal of strengthening domestic manufacturing and reducing reliance on imported technologies. * The move aligns with India’s expanding renewable energy capacity and EV ecosystem initiatives.
50. https://www.gmfreight.com/blog/july-24-2026-the-date-every-u-s-importer-needs-to-circle-in-red/ - * The section 122 tariffs, introduced in February, have a ‘self-destruct’ date on July 24, 2026. * The tariffs currently impose a 10% surcharge, with a potential for extension by Congress. * Importers need to strategise around the tariff window, either delaying shipments or front-loading goods. * Ocean freight delays around July 23-25 could impact tariff liability and costs. * GM International Freight Forwarders offers logistics solutions to manage tariffs, classifications, bonded warehousing, and timing strategies.
51. https://southeastasiainfra.com/pylontech-signs-150-mwh-energy-storage-deal-in-vietnam/ - * Pylon Technologies signed a strategic agreement with DAT Group Joint Stock Company to deploy 150 MWh of battery energy storage systems in Vietnam. * The project aims to enhance grid stability and support renewable energy integration. * Vietnam’s energy storage market is projected to reach 4 GW by 2030, driven by solar and wind capacity growth. * Policy measures such as a two-part tariff mechanism for battery storage in 2026 support market development. * The storage system will address renewable energy intermittency and improve grid reliability.
52. https://southeastasiainfra.com/swelect-fortifygrid-jv-to-develop-solar-battery-storage-platform-in-singapore/ - * Swelect Energy Systems partnered with FortifyGrid LLC to establish a joint venture in Singapore and ASEAN. * The JV will develop solar and battery energy storage systems, leveraging Swelect's solar manufacturing and FortifyGrid's grid infrastructure expertise. * The initiative aims to support renewable energy demand, grid stability, and integration of solar generation. * The JV will focus on engineering, procurement, construction, and operational management. * Singapore is designated as a regional hub for expansion across ASEAN markets.
53. https://www.openpr.com/news/4435145/australia-battery-management-system-market-projected-to-reach - • The Australian BMS market is expected to grow from USD 282.1 million in 2025 to USD 1,339.9 million by 2034, driven by renewable energy integration, EV adoption, and battery installations. • Major projects include grid-scale energy storage and electrification of public transport, exemplified by developments such as Energy Vault's BESS systems and electric buses with integrated BMS. • Increasing government investment and renewable energy targets are supporting market expansion, with key companies involved in BMS solutions, battery systems, and grid integration. • AI applications are enhancing BMS functionalities like state of health estimation, thermal management, predictive maintenance, and dispatch optimisation, boosting operational efficiency and safety.
54. https://skillings.net/freeport-launches-permitting-for-7-5b-chile-copper-expansion-largest-since-1992/ - * Freeport-McMoRan Chile has filed its Environmental Impact Assessment for the El Abra mine expansion, with a budget of $7.5 billion, the largest since 1992 in Chile. * The expansion aims to increase copper output by approximately 300,000 tonnes per year with a start of permitting in early 2026 and expected first production in 2033. * The project includes new concentrator facilities and desalination infrastructure to address water stress. * The expansion responds to political support from Chile’s President Jose Antonio Kast and reforms to streamline permitting processes. * The operation is vital for future copper supply, with market deficits projected before the expanded mine begins production.
55. https://vocal.media/futurism/copper-foil-market-ev-battery-anode-dominance-ultra-thin-gauge-trends-and-market-forecast-2034 - * The global copper foil market was valued at USD 6.8 billion in 2025 and is projected to reach USD 11.4 billion by 2034, growing at a CAGR of 5.69%. * AI enhances quality inspection, predictive manufacturing, and market forecasting in copper foil production. * Electric vehicle and renewable energy infrastructure significantly increase copper foil demand, especially in China, India, and the US. * Major companies include Chang Chun Group, Furukawa Electric, and Sumitomo Metal Mining. * Asia-Pacific accounted for over 78.3% of the market share in 2025, driven by EV growth and solar applications.
56. https://www.electronicsforu.com/news/sic-inverter-designs-simplify-power-electronics - * ROHM Co., Ltd. launched new SiC-based reference platforms targeting automotive and industrial applications. * Designs support power ranges from 5kW to 100kW, focusing on EV, automation, and energy systems. * They aim to reduce engineering effort and simplify thermal and circuit design challenges. * Designs include hardware data, simulation tools, and online module access for faster deployment. * Focuses on advancing high-efficiency power electronics in EVs, renewable energy, and industrial automation sectors.
57. https://www.indexbox.io/blog/copper-supply-crisis-surging-demand-outpaces-mining-capacity-in-2026/ - * Global demand for copper rises rapidly, with shortfalls expected in 2026. * Supply constraints are caused by mining challenges, permitting delays, and labour shortages. * Copper is essential for electrical infrastructure, EV manufacturing, and data centres. * Recycling will supply about 35% of copper by 2050; mining needed for the rest. * Higher copper prices, exceeding $13,000 per ton, are seen as inevitable to incentivise increased supply.
58. https://kalkinemedia.com/au/stocks/metal-and-mining/copper-moves-global-expansion-signals-opportunity-shift - * Power Metal Resources Plc has invested in Chilean copper developer Next Minerals, with a focus on the mid-scale Comahue project. * The project benefits from Chile's stable mining environment, existing infrastructure, and regulatory approvals. * The move aligns with global trends of increasing copper demand driven by electrification and renewable energy. * Mid-scale operations like Comahue offer lower capital requirements and faster development timelines. * Strategic investments in advanced-stage projects reflect a search for reliable supply amid evolving resource demand.
59. https://www.indexbox.io/blog/foreign-firms-capitalize-on-chinas-five-year-plan-opportunities/ - * Multinational corporations and international investors identify prospects in China's sectors within the five-year development plan. * The plan translates strategic objectives into measures, fostering innovation and adaptability. * Increased cross-border investment and financing conditions are expected to benefit foreign financial firms. * International companies highlight China's explicit planning and innovation as attractive for investment and industrial integration. * Government stimulus efforts bolster domestic market confidence, supporting policy-driven consumption and urban development. * Experts view China's ongoing stability and forward-looking approach as beneficial amid global uncertainty.
60. https://www.981powerfm.com.au/local-news/energy-transition-underway-as-liddell-unveils-1000-mwh-battery/ - * Construction of the 500‑megawatt, 1,000‑megawatt‑hour Liddell Battery in Australia is complete, with commissioning underway for a mid-year start. * The battery will support power for around 200,000 homes for up to two hours. * The project received $35 million in federal funding and NSW government support, with additional funding for grid connection. * The battery aims to replace retiring coal generation, maintain reliability, and support renewable energy growth. * Over 600 workers, including apprentices and local suppliers, were employed during construction.
61. https://www.ad-hoc-news.de/boerse/news/ueberblick/arcosa-inc-stock-faces-infrastructure-headwinds-amid-steady-industrials/68956272 - * Arcosa Inc, a U.S. infrastructure products manufacturer, maintains operational stability in construction aggregates, engineered structures, and transportation products as of March 2026. * The company benefits from U.S. federal infrastructure investments, boosting demand for aggregates, wind towers, telecom structures, and rail equipment. * Arcosa trades on NYSE with a market cap of approximately $5.3 billion; analyst forecasts suggest potential upside. * Risks include commodity price fluctuations, project delays, and regulatory impacts on engineered structures. * DACH investors seek exposure to US industrials via Arcosa for diversification and transatlantic trade benefits.
62. https://www.scmp.com/news/china/diplomacy/article/3347132/china-stockpile-critical-resources-and-strengthen-energy-security-avoid-trade-shocks?utm_source=rss_feed - * Beijing prioritises 'strategic material security' under its 15th five-year plan, elevating supply and stockpiling of critical resources.* The plan positions key commodities on the same strategic level as food and energy security.* China aims to address 'weak links' in supply chains, such as reliance on foreign technology and companies,* including raw materials like oil, minerals, and metals, to protect industries from global trade shocks.* This strategy seeks to enhance long-term economic stability and self-reliance.
63. https://www.scmp.com/news/china/diplomacy/article/3347132/china-stockpile-critical-resources-and-strengthen-energy-security-avoid-trade-shocks?utm_source=rss_feed - * Beijing is prioritising 'strategic material security' under its 15th five-year plan, elevating supply and stockpiling of critical resources. * China aims to address supply chain 'weak links' dependent on foreign technology and companies. * The country intends to strengthen energy and resource supply security, including raw materials like oil, minerals, and metals, to mitigate global trade shocks. * The strategy aims to boost economic self-reliance and stability during international crises. * Officials highlight reliance on foreign export controls and US technology as key vulnerabilities.
64. https://microgridmedia.com/chinas-five-year-plan-expands-massive-clean-energy-bases/ - * China releases a draft of its 15th Five-Year Plan, focusing on expanding clean energy bases in the northwest and southwest. * It aims to integrate solar, wind, and hydropower into large hybrid complexes with new transmission infrastructure. * Construction of major projects includes the Inner Mongolia wind and solar bases and the Batang Hydropower Station in Sichuan. * Plans detail expanding ultra-high-voltage transmission lines, including the Tibet-Guangdong link, to enhance power transfer. * The plan emphasises increasing energy storage capacity with pumped hydro and batteries, supporting regional balancing and grid stability.
65. https://en.protothema.gr/2026/03/21/dimas-the-government-is-implementing-one-of-the-largest-project-programs-resources-of-e2-36-billion-are-planned-for-2026/ - * The Greek government allocates €2.36 billion for infrastructure projects in 2026, covering roads, transport, railway, flood protection, irrigation, health, education, and justice sectors.
66. https://www.focus.de/panorama/welt/china-pumpt-seine-berge-mit-wasser-voll-gigantisches-strom-polster-entsteht_4d93efc1-5976-4bca-a18d-6ff98cd945d6.html - * China converts its mountains into large water reservoirs to support renewable energy storage, as announced by President Xi Jinping in 2020, reaching early a forecasted capacity by 2024. * By 2025, wind and solar capacity in China exceeded 1,840 GW, surpassing coal and gas in the electricity mix. * The growth of renewable energy presents storage challenges, leading China to develop large-scale storage solutions, including batteries and pumped hydro. * Battery storage capacity increased by 75% in 2025, reaching 136 GW, predominantly lithium-ion batteries. * China focuses on pumped storage projects, aiming to add about 100 GW by 2030, making it central to its long-term energy storage.
67. https://www.northernminer.com/news/bhp-starts-5b-upgrade-at-worlds-largest-copper-mine/1003888916/ - * BHP has initiated environmental permitting for a new concentrator at Escondida, Chile's largest copper mine. * The project is valued at around $5 billion to sustain output amid declining ore grades. * Construction could start in early 2027, with first production targeted between 2031 and 2032. * The upgrade will maintain processing capacity at 460,000 tonnes per day and support global copper supply. * Approximately 2,500 workers will be involved during construction, peaking at 6,000.
68. https://skillings.net/resource-diplomacy-why-the-us-is-linking-zambias-health-aid-to-critical-minerals/ - * The US links HIV/AIDS funding in Zambia to access to critical mineral resources, indicating a shift to transactional diplomacy. * The US aims to secure copper, cobalt, and lithium from Zambia to compete with China in critical minerals. * A leaked memo revealed US demands for access to Zambia’s health data and mining database as leverage. * Zambia rejected the deal in February 2026, citing political liabilities, highlighting limits of transactional aid. * US seeks to break Chinese dominance in the minerals supply chain by promoting infrastructure and regulatory alignment.
69. https://www.ad-hoc-news.de/boerse/news/ueberblick/national-grid-electricity-distribution-network-upgrade-key-enhancements/68944570 - * National Grid is investing over £2 billion in GB's electricity distribution infrastructure in early 2026. * The upgrades focus on substations, cable replacements, smart grid deployment, and integrating battery storage. * The programme supports UK net zero targets, improves reliability, and enhances renewable capacity handling. * Funding is approved under Ofgem and RIIO-2, with regulated revenues and incentives. * The initiatives target climate resilience, operational efficiency, and investor returns, benefiting UK energy transition and regional economies.
70. https://www.mining-technology.com/news/freeport-plans-boost-el-abra-copper-output/ - * Freeport-McMoRan has applied for environmental approval for a $7.5bn project to increase copper production at El Abra mine in Chile. * The project involves building new concentrator and desalination plants, along with additional tailings storage. * If approved, operations could start in 2033, increasing annual copper output by over 300,000 tonnes. * The expansion responds to rising global copper demand driven by electric vehicles and AI data centres. * Freeport holds a 51% stake in the mine; Codelco owns 49%.
71. https://www.eqmagpro.com/ntpc-joins-forces-with-octopus-energy-to-expand-clean-power-ev-and-storage-solutions-eq/ - * NTPC Limited has partnered with Octopus Energy to explore opportunities in clean energy, electric vehicles, and energy storage. * The collaboration aims to accelerate renewable energy adoption, support India’s energy transition, and develop new technologies. * Focus areas include renewable power generation, EV charging infrastructure, and energy storage solutions. * The partnership plans to leverage digital technologies such as smart energy management platforms. * It aligns with India’s renewable energy targets and promotes international collaboration in clean energy innovation.
72. https://powerline.net.in/2026/03/20/cea-issues-national-generation-adequacy-plan-for-2026-27-to-2035-36/ - * The Central Electricity Authority (CEA) has issued a generation adequacy plan for 2026-27 to 2035-36.* The plan projects a total capacity of 1,121 GW and includes 80 GW of battery energy storage systems by 2035-36.* It targets solar capacity of 509 GW, wind capacity of 155 GW, and a total energy storage buildout of 174 GW/888 GWh, including 94 GW pumped storage.* The plan emphasises the role of energy storage in renewable energy integration and grid balancing.* Non-fossil fuel sources are expected to account for nearly 70% of capacity, with coal capacity around 315 GW continuing for grid support.
73. https://www.jdsupra.com/legalnews/ustr-initiates-new-multi-country-5452575/ - * USTR has initiated two investigations under Section 301, one on excess manufacturing capacity in 16 economies and another on forced labour in 60 economies. * Written comments are due by 15 April 2026, with public hearings scheduled for late April and early May 2026. * The investigations could lead to tariffs or restrictions, potentially aligning with the expiry of Section 122 tariffs on 24 July 2026. * The capacity investigation targets countries including China, EU, Singapore, Japan, and India, focusing on structural excess capacity and trade surpluses. * The forced labour investigation reviews enforcement and compliance of international and domestic bans, including economies like Brazil, Canada, China, and the UK.
74. https://www.prnewswire.com/news-releases/sp-global-era-of-linear-energy-transition-has-ended-as-ai-demand-and-geopolitics-reshape-markets-302720007.html - * S&P Global released research on how geopolitics and priorities like affordability, reliability, and decarbonisation are transforming the energy landscape amid ongoing Middle East conflict. * The report highlights a surge in AI-related energy demand, with data centre power need expected to grow 12%-16% annually from 2025–30. * It forecasts copper demand to rise about 50% to 42 million metric tons by 2040, driven by electrification and digital infrastructure needs. * The article states the end of the linear energy transition theory, emphasising resilience and sustained growth. * Industry experts, policymakers, and corporate leaders will convene at CERAWeek in Houston to discuss these themes.
75. https://oilprice.com/Energy/Energy-General/Beijing-Spends-120-Billion-to-Lock-Down-Critical-Minerals-Worldwide.html - * China has invested over $120 billion in overseas mining and mineral processing projects since 2023, mainly in lithium, copper, nickel, and rare earths. * Investments aim to control key supply chains and reduce reliance on traditional suppliers. * Key projects include a cobalt project in DRC, lithium plants in Zimbabwe, and copper mines in Zambia. * Chinese firms are also building processing facilities and infrastructure in Africa. * Concerns include debt risks for host countries, limited local economic benefits, and transparency issues.
76. https://dedola.com/blog/preparing-for-tariff-refunds-the-latest-on-cape-and-new-section-301-investigations/ - • The US CBP is developing CAPE, an automated system for IEEPA tariff refund claims, expected to launch soon. • Importers are advised to audit entry data and HTS codes in preparation. • The USTR announced investigations into trade policies of 16 countries, including China, EU, and India, focusing on excess capacity. • Key investigation dates include public comment openings on March 17, with proceedings continuing into May. • The trade environment faces potential volatility due to pending investigations and tariff reimposition plans.
77. https://www.pv-tech.org/sunraycer-breaks-ground-620mw-solar-plus-storage-portfolio-us/ - * Construction is underway at Eagle Springs project, with commercial operations expected in late 2026. * Sunraycer plans to start construction on a larger project, Lupinus I & II, later this month, with operations in early 2028. * Sunraycer raised US$475 million for two solar-plus-storage projects in Texas last year, with total capacity in development exceeding 850MW. * The projects involve renewable energy expansion in Texas and align with US market trends towards co-located solar PV and energy storage. * The US EIA forecasts record capacity additions for solar PV and BESS in 2026.
78. https://www.business-standard.com/industry/news/india-s-power-capacity-may-double-by-2036-led-by-non-fossil-sources-126031900745_1.html - * India’s power generation capacity is projected to increase from 520 Gw to 1,121 Gw by 2036, with 70% from non-fossil fuel sources. * The projection includes solar, wind, hydro, nuclear, biomass, and energy storage capacities. * Specific projects include 41 Gw coal, 20 Gw gas, 22 Gw nuclear, and 155 Gw renewable energy under construction or planned. * Energy storage capacity of 174 Gw and pump storage projects of 94 Gw are envisaged by 2035-36. * Peak demand is expected to grow at 5.58% CAGR, reaching 459 Gw in 2035-36.
79. https://renewablewatch.in/2026/03/19/thyssenkrupp-nucera-inks-feed-contract-for-260-mw-green-hydrogen-project-in-india/ - * thyssenkrupp nucera signs a FEED contract with Juno Joule Green Energy Private Limited for a 260 MW green hydrogen project in India. * The project will integrate alkaline water electrolysis into Juno Joule’s plant infrastructure. * Juno Joule and SELECT Energy GmbH are developing a green ammonia facility in India, including green hydrogen and ammonia production. * The ammonia will be RFNBO-compliant and mainly exported to Europe. * The project is powered by renewable energy from solar, wind, and hydropower, * There was also a FEED study for a green hydrogen project in Europe in June 2025.
80. https://skillings.net/bhp-brandon-craig-appointed-ceo-to-succeed-mike-henry/ - * BHP Group Ltd. has appointed Brandon Craig as CEO, effective July 2026.* Craig will succeed Mike Henry, who is stepping down after over six years.* Henry's leadership included exiting oil and gas and returning $80 billion to shareholders.* Craig's experience focuses on BHP’s copper and potash portfolios, key growth assets.* The appointment coincides with a strategic shift towards mineral resources vital for energy transition and infrastructure.* BHP's emphasis is on massive copper projects and the Jansen potash project in Canada.* The market's reaction has been neutral, reflecting confidence in continuity.* The strategic goals include executing Jansen, expanding copper assets, and maintaining strong financial health.
81. https://www.thehindubusinessline.com/economy/india-needs-22-trillion-power-sector-investment-over-20-years-power-secretary/article70760900.ece - * India requires an estimated $2.2 trillion investment in its power sector over the next two decades to support energy transition and rising electricity demand. * The country's existing installed capacity exceeds 500 gigawatts, mainly driven by renewable energy. * The summit discussed strengthening the electricity grid, integrating renewable energy, and systemic market improvements. * Focus areas include grid resilience, smart meters, storage solutions, and emerging electric mobility trends. * The global energy transition necessitates international partnerships and sustained investments, with a focus on infrastructure reforms and innovation.
82. https://www.zawya.com/en/economy/africa/anglo-american-edf-joint-venture-lights-up-south-africas-electricity-grid-fcal9y44 - • Envusa Energy, a joint venture between Anglo American and EDF Power Solutions, commenced commercial operations at Mooi Plaats Solar PV Project in Northern Cape, South Africa. • The project delivers 240MW of renewable energy to the national grid, aiding major operations and energy transition goals. • It is the first of three projects, with additional 140MW projects to follow. • Envusa invests in socio-economic development through community projects and partnerships. • The project supports energy security, decarbonisation, and socio-economic benefits in South Africa.
83. https://techgenyz.com/google-ai-data-center-clean-energy-michigan-2-7gw/ - * Google initiates a 1-gigawatt data centre and 2.7-gigawatt clean energy system in Michigan, including solar farms and battery storage. * The project features demand response systems for flexible energy consumption and control. * The initiative highlights a shift towards self-sustainable energy solutions and decentralised power control. * Focus on balancing sustainability with reliability through renewable energy, storage, and demand management. * The project underscores future trends in energy-intensive data centres and clean energy integration.
84. https://copperbeltkatangamining.com/bhp-names-brandon-craig-ceo-as-copper-takes-centre-stage-in-strategic-shift/?utm_source=rss&utm_medium=rss&utm_campaign=bhp-names-brandon-craig-ceo-as-copper-takes-centre-stage-in-strategic-shift - * BHP appoints Brandon Craig as CEO, effective from July 1, signalling a focus on copper and growth in the Americas. * Craig, with 25 years at BHP, previously led the Americas division overseeing copper and potash. * Copper has become BHP's primary earnings driver, comprising 51% of first-half profit. * Projects such as Vicuña in Chile and Resolution in Arizona are progressing under Craig. * Craig emphasised the importance of the Americas for future mining investment and the strategic realignment of BHP. * BHP maintains a disciplined M&A approach, prioritising compelling deals and stable cash flow from iron ore and coal.
85. https://theasialive.com/middle-east-war-and-energy-shock-how-global-demand-is-supercharging-chinas-export-machine/ - * Geopolitical conflict in the Middle East intensifies, disrupting oil supply chains and shifting global demand. * China's exports increased by over 20% in early 2026, with strong growth in Europe, Southeast Asia, and Africa. * China has developed an integrated energy ecosystem with electric vehicles, batteries, solar panels, and wind turbines. * Electric vehicles now account for more than half of new car sales in China, threatening oil dependence. * China’s export model supports energy independence and infrastructure development in emerging markets, reshaping global economic dynamics. * The ongoing energy transition and geopolitical risks are likely to accelerate shifts away from oil reliance, benefiting Chinese exports.
86. https://www.fxstreet.com/news/china-domestic-demand-push-under-15th-fyp-hsbc-202603182052 - * HSBC’s China macro team reviews data from January–February 2026 and outcomes of the National People’s Congress. * The GDP growth target for 2026 is set at 4.5–5.0%, with a focus on boosting domestic demand and infrastructure investment. * China maintains a proactive fiscal stance, front-loading fiscal support and accelerating bond issuance. * The 15th Five-Year Plan includes 109 projects across water, power, computing, communications, pipelines, logistics, transportation, consumption, education, and healthcare. * Total investment is projected to exceed RMB7trn, with RMB5trn from government funding in 2026.
87. https://www.northernminer.com/news/resolution-copper-clears-land-hurdle-after-years-long-legal-fight/1003888961/ - * The U.S. Forest Service finalised a land swap transferring about 2,400 acres of land with potential copper reserves to Rio Tinto–BHP joint venture. * The move follows legal rulings rejecting efforts to block the transfer on religious grounds tied to Oak Flat, a sacred site for Apache communities. * The project aligns with U.S. efforts to secure domestic supplies of critical minerals for energy and defence. * Rio Tinto will initiate a $500-million drilling programme to define the orebody. * The project is one of the largest undeveloped copper deposits globally, with a significant share of U.S. demand expected in the coming decades.
88. https://www.northernminer.com/news/resolution-copper-clears-land-hurdle-after-years-long-legal-fight/1003888961/ - * The U.S. Forest Service finalised a land swap transferring about 2,400 acres to the Rio Tinto–BHP joint venture. * The move follows legal challenges from Indigenous groups regarding a sacred site, Oak Flat. * The project is a significant undeveloped copper deposit in the US, with over $2 billion spent on exploration and planning. * Rio Tinto will start a $500 million drilling programme to define the orebody. * The project supports US energy and defence needs and aims to bolster domestic copper supplies.
89. https://www.mining.com/incoming-bhp-ceo-faces-deals-china-spending-test/ - * BHP's incoming CEO, Brandon Craig, will assume the role on July 1, succeeding Mike Henry. * Craig's promotion aligns with BHP's shift towards copper, now its primary earnings driver. * BHP aims to increase copper production to 2.5 million tonnes annually by 2035. * Craig has been involved in advancing key copper projects in Chile, Arizona, and South Australia. * The company remains cautious on M&A, emphasising deal discipline amid sector consolidation. * China’s demand influences BHP's investment and market strategy, with ongoing negotiations with China Mineral Resources Group. * Craig highlights support for investment in the Americas and criticises Australia's energy and tax policies.
90. https://www.mining.com/incoming-bhp-ceo-faces-deals-china-spending-test/ - * BHP promotes Brandon Craig to CEO, consolidating its focus on copper and potash. * Craig's prior roles include leading BHP’s Americas division and advancing copper projects. * BHP's copper earnings now surpass iron ore, aiming to increase copper production to 2.5 million tonnes by 2035. * The company remains cautious on mergers and acquisitions, emphasising disciplined spending. * Craig highlights China’s importance but notes demand risks due to slowing construction and industry growth. * He criticises Australia's energy and tax policies, advocating for competitive business conditions.
91. https://www.h2-international.com/market/international-thyssenkrupp-nucera-plans-260-mw-electrolysis-plant-green-ammonia-india - * Thyssenkrupp Nucera's first Indian green hydrogen project involves developing a 260 MW electrolysis plant for green ammonia. * The project is at the FEED study stage, with an integration concept for alkaline water electrolysis. * The green ammonia will be exported to Europe, meeting RFNBO standards. * Renewable energy sources such as solar, wind, and hydropower will power the plant. * Final investment decision is expected in fiscal year 26/27, subject to further development and contracting.
92. https://skillings.net/critical-mineral-supply-secrets-revealed-what-experts-dont-want-you-to-know/ - * The US faces a critical supply chain issue for 12 minerals, with January 2027 set as a deadline to ban Chinese sources in defence. * China controls approximately 99% of global gallium refining, creating strategic vulnerabilities. * Copper supply gaps are widening, with demand projected to grow by 30% by 2040 amid declining supply. * Domestically, the US is investing in mineral processing and exploration, but faces long lead times. * The shift to sustainable processing methods is underway, including dry processing and ISR technology. * Governments are consolidating control over critical minerals, with increased risks in unstable regions.
93. http://www.ecns.cn/china/2026-03-18/detail-ihfaunkv7711696.shtml - * China will support 109 major projects during the 15th Five-Year Plan period (2026-2030). * The support includes enhancing guarantee of natural resource elements. * Efforts focus on infrastructure, urban-rural integration, and improving people's well-being. * Policies aim to optimise land and sea use, resource allocation, and mineral exploitation. * The notice was issued by the Ministry of Natural Resources and the National Forestry and Grassland Administration.
94. https://blog.bisresearch.com/extra-high-voltage-cables-market-demand-innovations-future-outlook - * The market for EHV cables is valued at approximately $41.46 billion in 2024 and projected to reach $83.84 billion by 2034. * Growth is driven by rising electricity demand, renewable energy integration, and grid modernisation investments. * Trends include expansion of HVDC technology, underground and submarine cable installations, and advancements in cable materials. * Challenges include high costs, technical complexity, and skilled labour shortages, which also present opportunities for innovation. * Leading companies include Prysmian S.p.A, Nexans, NKT A/S, LS Cable & System Ltd., and Sumitomo Electric Industries, Ltd.
95. https://www.energytrend.com/news/20260318-51094.html - * e-STORAGE signs supply agreement for a 500MW/2493MWh energy storage project using SolBank 3.0 systems, shipments begin in March 2027. * Narada Power wins a 117MWh energy storage project in Northern Territory, Australia, utilising liquid-cooling energy storage system. * Projects aim to support electricity demand, grid stability, renewable energy integration, and provide services such as peak shaving and frequency regulation. * The agreements expand the companies' global and Australian energy storage market presence.
96. https://telematicswire.net/government-extends-pm-e-drive-deadline-eases-motor-import-rules-for-e-bus-makers/ - * The Indian government announced a policy update under the PM E-Drive scheme, extending localisation deadlines to September 2026 for electric bus and truck manufacturers. * The move allows continued imports of traction motors, especially those using rare earth magnets, to support supply chain needs. * The extension aims to balance supporting manufacturers and promoting domestic localisation, critical for India’s electrification goals. * The scheme encourages EV adoption across public transport, commercial vehicles, and consumer segments with incentives and localisation targets. * This policy supports India’s broader renewable and clean energy mobilisation efforts, including electric public transport infrastructure.
97. https://www.evmechanica.com/maharashtra-aims-to-convert-entire-bus-fleet-to-electric-by-2037/ - * Maharashtra State Road Transport Corporation (MSRTC) aims to transition all 22,000 buses to electric vehicles by 2037. * The state plans to convert existing diesel buses and purchase 5,000 EVs annually, overhauling previous diesel purchase plans. * The Maharashtra government proposes solar-powered charging stations, with incentives through the Maharashtra EV Policy 2026. * Toll discounts and charging infrastructure are part of the state's strategy to promote EV adoption. * Delhi currently has the largest electric bus fleet in India, with plans to expand, serving as a comparative benchmark.
98. https://skillings.net/resolution-copper-clears-final-hurdle-historic-land-exchange-unlocks-25-of-u-s-copper-demand/ - * On March 16, 2026, Resolution Copper completed a land exchange with the U.S. Forest Service. * The project aims to supply up to 25% of U.S. copper demand. * The land swap involved 5,400 acres replaced with 2,400 acres near the Magma Mine, Arizona. * Rio Tinto and BHP plan to invest $500 million over 2026-2027 into infrastructure and enabling works. * Ongoing tribal opposition and environmental concerns pose social and legal challenges. * The project enhances U.S. mineral security and reduces dependency on imports, with strategic and national security implications.
99. https://skillings.net/resolution-copper-clears-final-hurdle-historic-land-exchange-unlocks-25-of-u-s-copper-demand/ - * The land exchange between the U.S. Forest Service and Resolution Copper was completed on March 16, 2026. * The project will supply up to 25% of U.S. copper demand, considered a strategic pivot. * Resolution Copper transferred 5,400 acres of land into federal protection; gained roughly 2,400 acres near Magma Mine in Arizona. * Rio Tinto and BHP plan a $500 million investment over the next 24 months for infrastructure and enabling works. * The project will use high-tech underground block-cave mining at depths of 7,000 feet, facing environmental and tribal opposition.
100. https://cronkitenews.azpbs.org/2026/03/17/hobbs-pushes-priorities-in-washington/ - * Governor Katie Hobbs delivered a keynote address at a U.S. Chamber of Commerce event in Washington, D.C., emphasising Arizona’s role in infrastructure and trade. * Hobbs highlighted Arizona’s allocated federal funds for highway and bridge investments under the Infrastructure Investment and Jobs Act (IIJA). * She discussed the importance of USMCA renewal for Arizona’s economic success. * Arizona officials engaged with federal and international representatives to secure resources and policy support. * The article details ongoing efforts to reauthorise surface transportation funding and promote bipartisan infrastructure progress.
101. https://boereport.com/2026/03/17/bp-locks-out-union-workers-at-its-midwest-refinery/ - * BP locks out approximately 800 United Steelworkers members at its Whiting, Indiana refinery starting March 19, due to negotiations failure. * The lockout follows the union's rejection of BP’s revised contract proposals and the end of a 24-hour contract extension. * BP states that maintaining operations and safety during labour uncertainty is critical amid ongoing supply market concerns. * Union protests included proposed layoffs and reduction of workplace protections; previous agreement expired January 31. * Disruptions at the refinery could impact fuel supply and prices in the Midwest and beyond.
102. https://macaudailytimes.com.mo/high-speed-rail-project-to-begin-this-year-marking-macaus-first-in-national-network.html - * The Shenzhen-Zhuhai-Macau high-speed rail line is scheduled to begin construction this year, with Macau involved in the planning. * The project is part of China’s 15th Five-Year Plan and is set to start in 2026. * The line will connect Guangzhou North Railway Station to Macau via Hengqin Port, with integration of customs and border facilities. * Zhuhai authorities have issued a tender for a master plan feasibility study to develop the railway hub. * Macau’s first inclusion in the national high-speed rail network aims to bolster regional urban development and transportation connectivity.
103. https://eastasiaforum.org/2026/03/18/critical-minerals-buyers-clubs-test-asia-pacific-governance/ - * The article discusses the rise of critical minerals buyers’ clubs as a strategic response to supply insecurity, export controls, and price volatility. * No formal regional buyers’ club currently exists; initiatives are mainly bilateral or multilateral, led by the US. * Feasibility depends on the depth of coordination, with thick coordination offering market stabilisation but facing economic and political challenges. * China’s embedded market power complicates efforts, as it influences supply chains across multiple jurisdictions. * The success of buyers’ clubs is uncertain due to geopolitical tensions, complex supply chains, and economic costs.
104. https://www.elciudadano.com/en/chilean-lawmaker-nanco-introduces-bill-to-safeguard-critical-minerals-and-rare-earths-against-foreign-investment-threats/03/17/ - * Representative Coca Ñanco introduces legislative proposal to amend law 20.848 to allow exceptions to non-discrimination towards foreign capital in strategic sectors. * The initiative seeks to protect Chile's economic sovereignty, state security, and control over critical minerals, infrastructure, and technologies. * The proposal responds to international geopolitical disputes over strategic resources vital for energy transition and technological development. * The bill aims to enable the Chilean state to limit, condition, or reject foreign investments that threaten national interest or security. * The initiative occurs amid Chile's recent joint declaration with the United States on critical minerals and rare earths.
105. https://www.mining.com/congo-to-approve-chemaf-sale-to-us-backed-virtus/ - * The Democratic Republic of Congo is reportedly ready to approve the sale of Chemaf to Virtus Minerals. * The deal involves a $30 million equity purchase and a $750 million investment plan. * The transaction aims to advance US–Congo minerals partnership, involving critical metals like copper and cobalt. * The sale includes debt assumptions and is subject to Congolese government approval. * The acquisition is part of broader US–Congo strategic mineral initiatives, including other projects and infrastructure plans.
106. https://www.electronicsmedia.info/2026/03/17/opportunities-around-transmission-line-development/ - * India has expanded its power infrastructure, including renewable energy and grid connectivity, over the past two decades. * Transmission infrastructure in India is strategic for economic development, renewable integration, and energy security. * The Green Energy Corridor initiative aims to support renewable evacuation with planned completion by 2025–26. * Transmission projects generate employment, support local economies, and enable industrial growth. * Technological advancements include drone inspections, predictive maintenance, and digital grid management. * Community benefits include landowner compensation and coexistence of agriculture with transmission infrastructure. * Future transmission expansion in India focuses on renewable integration, system reliability, and regional development.
107. https://kalkinemedia.com/uk/news/market-updates/glencore-faces-copper-disruption-and-incentive-shift - * Glencore's Australian copper refinery faces potential industrial action, creating operational uncertainty.* Copper supply chain disruptions can impact global availability and downstream industries.* The company has restructured executive incentives towards long-term performance.* Leadership incentives now focus on equity-based, multi-year performance conditions.* The dynamic between operational risks and governance changes influences market perception and strategic decision-making.
108. https://www.egyptindependent.com/fitch-solutions-expect-growth-of-construction-sector-in-egypt-idsc/ - * Egypt’s construction sector expected to accelerate in 2025/2026 and 2026/2027 fiscal years.* * Growth driven by infrastructure projects in energy, utilities, and transport sectors.* * Sector forecasted to rise from 4.1% in FY 2024/2025 to 6.6% in 2027/2028.* * Long-term growth supported by urban expansion, transport, energy demand, and major urban development projects including the New Administrative Capital and coastal developments.*
109. https://www.benzinga.com/markets/commodities/26/03/51290848/land-exchange-unlocks-one-of-the-worlds-largest-copper-deposits - * The transaction allows Rio Tinto to develop the Resolution Copper project near Superior, Arizona. * The project is estimated to hold over 40 billion pounds of copper and could supply up to 25% of US copper demand. * The land exchange includes environmental and cultural considerations, with land transferred to the US Forest Service. * The project has received legal approvals and involves a $500 million investment for exploration and infrastructure. * The project is politically supported, aligned with US national security policies and critical resource strategies.
110. https://www.openpr.com/news/4427669/automotive-power-electronics-market-expected-to-reach-usd-9-76 - * The global automotive power electronics market is projected to reach USD 9.76 billion by 2031, growing from USD 5.07 billion in 2025. * The market growth is driven by electrification, ADAS integration, and smart vehicle systems. * Increasing adoption of electric vehicles (EVs), hybrid systems, and connected car technologies fuels demand for high-efficiency power management systems. * Power electronics are key to EV powertrains, battery management, and safety systems like ADAS. * Market expansion involves vehicle types including passenger and commercial vehicles, with passenger vehicles dominating. * Market segments include OEM and aftermarket, with OEMs leading. * Technological advancements include the shift to 800V architectures and use of wide bandgap semiconductors like SiC and GaN. * Industry developments involve product launches such as integrated power modules, fast charging systems, and vehicle-to-grid (V2G) solutions. * Strategic investments focus on supply chain localisation and ecosystem expansion, notably in the US and Japan.
111. https://skillings.net/critical-minerals-guide-key-drivers-energy-transition-and-2026-outlook/ - * The global energy transition requires increased use of critical minerals such as Lithium, Copper, Rare Earth Elements, and others. * Demand for these minerals is projected to increase two to six times by 2040, with Lithium demand potentially growing over 40 times. * Critical mineral supply is concentrated in politically volatile regions, with China dominating refining. * Copper is identified as a bottleneck for the energy transition, with supply struggling to keep pace with depletion. * 2026 is seen as a pivotal year for the rebound in Lithium and Rare Earths production, influenced by new projects and M&A activity. * The industry is undergoing technological shifts towards greener processing methods and increased recycling, but challenges remain. * Geopolitical and regulatory risks, including resource nationalism and permitting issues, threaten supply chain stability.
112. https://skillings.net/skillings-mining-intelligence-march-16-2026-the-critical-minerals-corridor-and-coppers-new-frontier/ - * The energy transition is shifting focus from green initiatives to security, with new strategic mineral corridors and geopolitical realignments. * The US-Chile Strategic Pact establishes a Critical Minerals Corridor to bypass China in lithium and copper processing. * South32’s Hermosa project in Arizona is nearing approval, aiming to produce battery-grade manganese domestically. * Fortescue secures control of the $2.1B Cañariaco copper project in Peru, attracting major investments. * Denison Mines begins construction of the Phoenix ISR uranium mine in Saskatchewan. * A $10/oz inflation penalty is identified, where a $10 increase in oil price adds approximately $10 per ounce to gold mining costs. * Technological advances include autonomous mining in Utah and blockchain traceability for metals entering North American and European markets. * The global copper supply faces a projected 30% deficit by 2030, culminating in a shift towards difficult minerals and strategic assets. * Outlook: bullish for copper, cautiously bullish for gold, and aggressively bullish for uranium. * The mining industry is now central to national security and resource sovereignty amid geopolitical tensions.
113. https://cronkitenews.azpbs.org/2026/03/16/resolution-copper-oak-flat-land-transfer/ - * The US Forest Service transferred ownership of Oak Flat to Resolution Copper, a site considered sacred by the San Carlos Apache Tribe. * The transfer follows legal decisions and was opposed by tribes and environmental activists. * Oak Flat holds an estimated $150 billion worth of copper and is seen as a strategic source for the US. * The project aims to provide US domestic copper supply, important for energy, defence, and infrastructure. * Copper demand exceeds domestic production, prompting concerns over reliance on imports and foreign ownership. * Resolution Copper is partly owned by Chinese and Australian companies, raising national security concerns. * Legislation has been proposed to block or repeal the land swap provision. * The fight continues in courts and congressional debates regarding land rights and strategic mineral supply.
114. https://www.zerohedge.com/military/armor-piercing-ammo-metal-557-china-chokes-supply-war-demand-surges - • Tungsten prices surged 557% over the past year, reaching $2,250 per metric ton, due to China's export restrictions. • China dominates 79% of global tungsten mined output, prompting Western companies to seek alternative sources. • The US known to develop domestic tungsten supply chains, including a new mine in Montana. • Military demand for tungsten increased, driven by its use in missile components amid global conflicts. • Market uncertainty about tungsten price settlements as supply tightens.
115. https://www.seanews.com.tr/article/us-starts-unfair-trade-probes-to-reset-tariffs-mmtkcogi - * The US has initiated two trade investigations under Section 301 targeting 16 economies, including China, the EU, India, and others, to restore tariffs. * The investigations focus on structural excess capacity, trade surpluses, and imports made with forced labour, with public comments open until 15 April. * China rejected overcapacity claims; EU aims to adhere to a 15% levy set in July; other countries’ surpluses are noted. * Remedies could be concluded before tariffs imposed in February expire in July, with upcoming public hearings and discussions. * US officials are engaging in diplomatic talks with China ahead of planned discussions between Trump and Xi Jinping.
116. https://www.mining.com/us-ties-zambia-hiv-aid-to-minerals-new-york-times/ - * The Trump administration has linked Zambia’s HIV/AIDS funding with talks on its mining sector, delaying a $1.5 billion health aid package. * The US aims to support Zambia’s fight against HIV and coordinate broader economic cooperation, including mineral exports. * Zambia, a major copper producer in the Central African Copperbelt, is vital for electric vehicles and battery technologies. * Critics warn that conditioning humanitarian aid on resource access could undermine global health diplomacy. * The approach reflects US efforts to secure supply chains amid rivalry with China over strategic minerals in Africa.
117. https://www.indiasnews.net/news/278925763/reliance-industries-signs-landmark-green-ammonia-binding-long-term-offtake-agreement-with-samsung-ct - * Reliance Industries Limited (RIL) enters into a binding long-term supply agreement with Samsung C&T for green ammonia, starting in FY2029. * The USD 3 billion deal is one of the largest global green ammonia off-take agreements. * The partnership supports India's green fuels sector and aligns with India's National Green Hydrogen Mission. * RIL aims to develop an integrated New Energy platform including renewable energy, green hydrogen, and green fuels, with indigenised critical technologies. * The agreement advances India's position as a potential green hydrogen exporter and the global energy transition.
118. https://www.eenews.net/articles/feds-complete-swap-of-apache-holy-site-to-copper-miners/ - • The US federal government completed a land swap in Arizona, transferring 2,422 acres of land to Resolution Copper. • The transfer includes parcel within the Oak Flat Historic District. • Resolution Copper is a joint venture between Rio Tinto and BHP, planning a large underground copper mine. • The land swap was politically contentious, involving litigation and congressional approval. • The transfer facilitates the construction of one of North America's largest copper mines.
119. https://www.northernminer.com/politics/us-launches-500m-boost-to-mineral-processing/1003888859/ - * The US Department of Energy (DOE) plans to provide up to $500 million to expand domestic critical minerals processing and battery materials manufacturing and recycling. * The funding aims to reduce reliance on foreign supply chains, especially in China. * Targets minerals such as lithium, graphite, nickel, copper, and aluminium used in batteries and energy technologies. * The initiative supports demonstration and commercial-scale facilities and is part of a broader effort to rebuild US critical mineral supply chains. * Projects focus on raw feedstock processing, recycling, and battery materials manufacturing. * The move aims to strengthen the upstream and midstream segments of the battery supply chain for electric vehicles and energy storage.
120. https://www.renewable-energy-industry.com/news/world/article-7294 - * RWE plans to invest €35 billion by 2031 to expand wind, solar, battery storage, and flexible gas-fired power plants.
121. https://www.df.cl/empresas/mineria/desde-suministro-hasta-participacion-minoritaria-en-empresas-los-caminos - * United States signs joint declaration with Chile to cooperate on critical minerals including copper, lithium, and rare earths. * Strategies under discussion include supply quotas, price ranges, and minority company stakes. * The move aligns with U.S. geopolitical strategy to reduce dependence on China for critical minerals. * U.S. investments in Chile's copper and rare earth projects, including fundings and potential equity, are explored. * The strategy involves securing access to processing facilities in Chile and influencing key projects like Codelco and Enami.
122. https://knnindia.co.in/news/newsdetails/global/us-forced-labour-probe-could-impact-indias-china-linked-supply-chains-gtri - * The USTR initiated a Section 301 investigation into forced labour practices across 60 economies, including India and China. * The probe assesses the use of forced labour in production and imports linked to forced labour, potentially affecting goods exported from India. * India’s solar panels, electronics, and garment exports to the US could face scrutiny due to reliance on Chinese supply chains. * The investigation may lead to tariffs or trade restrictions if policies are found to restrict US commerce. * The focus is on Chinese regions like Xinjiang, linked to forced labour in cotton and polysilicon production.
123. https://itbrief.co.nz/story/understanding-the-value-of-virtual-power-plants-as-grid-resources - • The VPP market is forecasted to grow from $5.6 billion to $39.5 billion by 2035. • VPPs facilitate integration of diverse renewable energy sources, including solar, wind, EVs, and storage. • Advances include AI-based load balancing, cross-DER integration, and smart energy systems. • Partnerships and supportive regulation are critical for expanding VPP deployment. • US projects demonstrate VPP's role in grid reliability and value creation for communities.
124. https://www.energy-storage.news/cambodia-welcomes-significant-and-historic-achievement-of-1gwh-grid-forming-battery-storage-project/ - ['* Cambodia celebrates a significant 1GWh grid-forming battery storage project in Pursat province, delivered by SchneiTec.', '* Project aims to improve grid stability, enable renewable energy adoption, and reduce reliance on fossil fuels as Cambodia targets 70% clean energy by 2030.', '* In mid-2025, Huawei Digital Power and SchneiTec jointly commissioned Cambodia’s first TÜV SÜD certified GFM project, demonstrating advanced stability capabilities.', '* Huawei’s system achieved inertial response, voltage regulation, overload support, and black start functionality, validating GFM technology for grid stability.', '* SchneiTec engages in renewable energy development and partnerships, including CHINT, supporting Cambodia’s green transition.']
125. https://www.businesstoday.com.my/2026/03/16/cape-ems-expands-re-platform-to-capture-southeast-asia-transition-opportunities/?utm_source=rss&utm_medium=rss&utm_campaign=cape-ems-expands-re-platform-to-capture-southeast-asia-transition-opportunities - • Cape EMS Bhd accelerates expansion into renewable energy via subsidiary Cape Renewables Sdn Bhd. • Focuses on solar, battery storage, and smart energy management for industrial clients. • Collaborates with Aerospace Industrial Development Corporation to deploy energy technologies. • Develops EV charging infrastructure mapping platform aligned with Malaysia’s energy transition roadmap. • Aims to support lower-carbon operations and energy resilience in Malaysia and Southeast Asia.
126. https://www.japantimes.co.jp/business/2026/03/16/economy/us-mineral-supply-chain/ - * Japan and the U.S. launched a bilateral framework to address critical mineral supply disruptions, including export restrictions by resource-producing countries, in Tokyo. * The agreement involves cooperation in information-sharing and mutual supplies of essential minerals. * The framework aims to prevent disruptions from countries like China. * Participants included industry ministers Ryosei Akazawa (Japan) and Doug Burgum (U.S.). * The bilateral talks also covered nuclear energy, LNG cooperation, and development of critical minerals. * The agreement sets the groundwork for a US-Japan summit and includes discussions on energy infrastructure in the Indo-Pacific region. * The international conference involved 18 countries and discussed stable energy supplies amid regional conflicts.
127. https://skillings.net/washington-and-santiago-sign-strategic-pact-to-secure-global-copper-and-lithium-supply-chains/ - * The US and Chile signed a strategic partnership on 12 March 2026 to secure supply chains for minerals including copper and lithium. * The agreement aims to US reduce dependence on Chinese refining capacity and promote mineral recycling. * The pact includes establishing a working group in 180 days to align regulations, map supply chains, and explore financing. * Focus on decoupling from China involves investment, infrastructure development, and environmental standards. * The agreement targets faster development of copper and lithium projects, addressing supply gaps for the energy transition. * US intends to leverage finance tools like the Export-Import Bank and DFC to support mining projects. * Emphasis on high-standard ESG practices, water management, and social engagement, especially in the water-scarce region. * The pact signals deeper economic and strategic ties, with outcomes expected by the end of 2026.
128. https://skillings.net/copper-price-forecast-2026-why-everyone-is-talking-about-the-deficit-and-you-should-too/ - - The global copper market is facing a predicted 2026 deficit of approximately 330,000 metric tons, with prices forecasted to range from $11,000 to $12,000 per metric ton. - Increased demand is driven by AI, electric vehicles, and grid modernisation, which are non-discretionary, government-mandated drivers. - Supply constraints result from ageing mines, underinvestment, operational challenges, and geological difficulties. - Market forecasts vary, with probabilities of a peak average price between $10,710 and $12,075, and scenarios ranging from bull to bear cases. - Copper is increasingly viewed as a strategic asset due to geopolitical and supply security concerns, with end-users investing directly in mining projects.
129. https://www.pv-magazine-australia.com/2026/03/16/edify-taps-dt-infrastructure-to-deliver-1-8-gw-of-solar-plus-storage/ - * Renewables developer Edify Energy awards EPC contracts to DT Infrastructure for solar and battery projects in Queensland. * Projects include Smoky Creek and Guthrie’s Gap with 600 MW solar and 600 MW/2,400 MWh battery storage, near Biloela. * Ganymirra and Majors Creek projects near Townsville with 300 MW solar and 300 MW/1,200 MWh storage. * Projects will use hybrid DC-coupled configurations and grid-forming inverter technologies. * Construction expected to start soon, with delivery and operations in 2028, supporting Queensland's energy transition.
130. https://rareearthexchanges.com/news/diplomacy-tariffs-and-the-periodic-table/ - • U.S. and Chinese officials meet in Paris to negotiate rare earth mineral supply, tariffs, and semiconductor controls. • China dominates rare earth processing and magnet manufacturing, controlling supply chain choke points. • Talks include issues related to export controls, trade truce, and strategic resources. • Rare earth elements have become geopolitical bargaining chips, not just industrial inputs. • The supply chain's industrial concentration makes diplomatic agreements insufficient for quick changes.
131. https://www.mining.com/us-launches-500m-funding-initiative-to-bolster-critical-minerals-supply-chain/ - * The US Department of Energy (DOE) allocates up to $500 million for domestic critical minerals processing, battery materials manufacturing, and recycling. * The funding aims to reduce reliance on foreign supply chains, particularly in China. * Focus areas include processing lithium, graphite, nickel, copper, and aluminium for energy technologies. * The initiative supports demonstration and commercial-scale projects in critical mineral processing, recycling, and battery component manufacturing. * The move aims to bolster energy security and meet growing energy and AI-related electricity demand. * US officials are engaging with regional allies to enhance supply chain resilience.
132. https://jornaleconomico.sapo.pt/noticias/china-plano-quinquenal-com-foco-no-consumo-interno/ - * The National People's Congress of China approved the XV Five-Year Plan (2026-2030), emphasising internal consumption and technology. * Growth objectives for 2026 were revised down to 5%, reflecting international trade barriers and multilateralism slowdown. * The plan prioritises boosting domestic demand by increasing wages, controlling housing costs, and expanding social protection. * It aims to address demographic ageing and develop strategic sectors like semiconductors, industrial software, and advanced materials. * The plan supports energy independence by investing in nuclear energy and reducing fossil fuel reliance, leveraging China’s dominance in critical minerals. * Strategic focus includes technological self-sufficiency amid US-China technological rivalry.
133. https://hydnews.net/2026-electric-vehicle-boom-ev-charging-future/ - * The global EV sector is experiencing rapid growth, with sales expected to reach 25.4 million in 2026. * EV sales are projected to grow by around 25% compared to 2025. * Rising energy costs, lower TCO, and supportive government policies drive EV adoption. * Copper demand for EVs rises due to its use in batteries, motors, and wiring, impacting global markets. * New charging infrastructure includes ultra-fast hubs, vehicle-to-grid tech, wireless charging, and mobility-focused stations. * Industry views the EV boom as a multi-trillion-dollar industry transformation, with infrastructure expansion as a key challenge.
134. https://journalrecord.com/2026/03/12/usmca-rules-chinese-factories-mexico/ - * Senator Ruben Gallego called for USMCA rules to be strengthened to prevent Chinese firms from using Mexican factories to access the US market. * He urged a minimum wage requirement in Mexico’s manufacturing sector to improve labour stability and reduce illegal migration. * Negotiations on a six-year USMCA review are scheduled between USTR Jamieson Greer and Mexican Economy Minister Marcelo Ebrard. * Gallego expressed concerns about Chinese investment in Mexican factories and potential trade shocks. * The US government considers a new investigation into unfair trade practices related to excess capacity in China and other countries.
135. https://economictimes.indiatimes.com/news/international/global-trends/us-china-economic-chiefs-meet-in-paris-to-clear-path-to-trump-xi-summit/articleshow/129583729.cms - * US and Chinese economic officials meet in Paris to discuss trade tensions and preparations for US-China summit in Beijing. * Discussions focus on tariffs, rare earth minerals, export controls, and agricultural purchases. * Meeting at OECD headquarters, involving US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng. * Talks aim to review progress under October 2025 trade truce and address issues like rare earth exports and US tariffs. * US probes on unfair trade practices and forced labor add complexity to negotiations.
136. https://www.cnbc.com/2026/03/14/peruvian-stocks-why-they-may-be-an-unexpected-winner-of-the-ai-boom-iran-war.html - * The S&P Peru Total Index increased 23% in 2026, surpassing major indices. * Peru's stock gains are driven by gold and copper, benefiting from AI-related demand for these metals. * Copper prices rose by 20% over the past year, with structural supply constraints benefiting Peruvian exports. * Gold and silver prices surged, with gold up 81% and silver up 176% in the last year. * Despite rising oil prices due to the Iran war, Peru's commodity exports could offset impacts from higher oil costs. * Potential increased foreign investment may boost Peruvian markets amid geopolitical tensions.
137. https://english.news.cn/20260314/8a66e325feb44333952d7f2cbc71074d/c.html - * China unveiled its 2026-2030 five-year plan, emphasising the role of frontier regions in the modernisation drive. * The plan includes expansion of transport, energy, and digital infrastructure in Xinjiang, Xizang, and other frontier areas. * Xinjiang's foreign trade grew nearly 20% in 2025, with significant investments in energy and connectivity. * Improvements in transport infrastructure in Xizang and Guizhou aim to integrate frontier regions into the domestic market. * The plan promotes green energy, digital infrastructure, and public services, supporting regional growth and opening-up.
138. https://skillings.net/the-structural-pivot-coppers-13000-reset-and-the-ai-infrastructure-race/ - * Copper has undergone a fundamental reset, with a new floor at $13,000 per tonne. * The demand surge stems from global energy grid overhauls and AI infrastructure expansion. * A projected 407,000-tonne deficit for 2026 fuels prices, with market shortages evident. * Permitting delays and geopolitics, especially in processing, constrain supply growth. * Copper is emerging as a strategic asset in the energy and digital economy transition.
139. https://gulfbusiness.com/en/2026/saudi-arabia/f1-set-to-cancel-bahrain-and-saudi-arabia-grands-prix-reports/ - ['* The US government announced trade investigations into excess capacity and forced labour in China, the EU, and other major economies, aiming to potentially impose new tariffs by summer.', '* The investigations focus on unfair trade practices, overcapacity, and forced labour, especially in sectors like automotive and electric vehicles.', '* The EU seeks to maintain existing trade deal terms, while other traders express uncertainty over outcomes.', '* Public comments for the excess-capacity investigation are accepted through April 15, with a hearing scheduled for May 5.', '* The US aims to conclude investigations before tariffs imposed under Trump’s administration expire in July.']
140. https://skillings.net/the-ultimate-guide-to-critical-minerals-everything-you-need-to-succeed-in-the-energy-transition/ - ['* The article discusses the increasing importance of critical minerals for the global energy transition, with a focus on 2026 developments.', '* It highlights the rising demand for minerals such as lithium, nickel, cobalt, copper, and rare earth elements, driven by electric vehicles and battery storage needs.', '* The geopolitical landscape is dominated by China’s control over mineral processing and export restrictions, impacting supply chains.', '* Copper faces a structural deficit due to declining grades and water stress in mining regions like the Andes.', '* The article emphasises supply chain solutions including recycling, substitution, and domestic sourcing, alongside strategic considerations for developing countries.']
141. https://en.clickpetroleoegas.com.br/Solar-energy-is-advancing-rapidly-and-promises-to-lead-as-a-source-of-global-electricity-expansion-by-2030--expanding-clean-generation-and-reducing-energy-costs.-hl1402/ - - Solar energy is projected to become the largest source of expansion of global electricity generation by 2030, according to the IEA study. - The study indicates solar will add more than 600 TWh annually by the late 2020s, surpassing wind, nuclear, and hydroelectric sources. - Global demand for electricity is expected to grow 3.6% per year between 2026 and 2030, driven by electrification, EVs, digital infrastructure, and air conditioning. - Cost reductions and technological advances have made solar energy increasingly competitive, facilitating investments and grid expansion. - Battery storage projects, totaling over 600 GW worldwide, will support solar variability and long-term stability, further enabling renewable integration. - Brazil has high solar potential and expects significant growth, with challenges including grid integration and planning modernization. - Experts highlight solar as a strategic driver of the ongoing energy transition and decarbonisation efforts worldwide.
142. https://www.tomshardware.com/tech-industry/the-ongoing-strait-of-hormuz-blockage-will-impact-the-semiconductor-and-ai-industries-with-aluminum-helium-and-lng-shortages-and-with-no-timeline-for-re-opening-supply-chains-face-significant-challenges - * The Strait of Hormuz remains effectively blockaded due to ongoing U.S.-Iran conflict, with a potential extension for weeks. * The blockade has caused shortages of aluminium, helium, and LNG, impacting multiple industries including chip manufacturing. * Oil prices surged as around 25% of global seaborne oil trade passes through the Strait. * Approximately 11% of global seaborne trade and 20% of the global LNG market transit the Strait. * Regional aluminium producers have announced shortages or shut down refineries; copper supply is also affected. * Helium supply is disrupted following drone strikes on Qatar's Ras Laffan complex; Qatar produces 30% of global helium. * Shipping container shortages have increased due to ships being stuck waiting at the Strait. * Rising energy costs due to LNG shortages are impacting AI data centres in Asia and Europe. * Helium shortages threaten silicon wafer production, crucial for chip manufacturing. * Taiwanese and South Korean firms monitor the situation, with memory supply potentially affected. * The blockade is expected to continue without a clear resolution, risking increased supply chain disruptions.
143. https://www.jdsupra.com/legalnews/latin-america-focus-one-year-in-the-3594589/ - - Latin America is recalibrating amid US policy disruptions under Trump 2.0, influencing trade, geopolitics, and innovation. - US tariffs and policy shifts impact deal structures, investment flows, and sector strategies in the region. - Mexico and Brazil lead growth in data centres despite US tariffs; Latin America becomes a key digital hub. - US$1 billion in critical minerals is reshaping Latin American mining with US and Chinese influences. - Mexico faces a reordering of finance, balancing US demands with opportunities amid USMCA rule changes.
144. https://mugglehead.com/artemis-gold-pauses-blackwater-milling-after-gearbox-failure/?utm_source=rss&utm_medium=rss&utm_campaign=artemis-gold-pauses-blackwater-milling-after-gearbox-failure - * Mechanical failure at Blackwater Mine results in unplanned shutdown of milling operations in March 2026.
145. https://www.consulting.us/news/13111/asian-manufacturing-takes-off-in-february-as-north-america-slips - * Supply chains in Asia were at their busiest level since October 2022, driven by strong purchasing growth in China, Japan, India, South Korea, and Taiwan. * North American factory input demand softened in February, with US manufacturing momentum declining. * Europe’s industrial recovery progressed, with Germany contributing to the positive score increase. * Global raw material purchases rose at the fastest pace in nearly four years, indicating broad-based procurement activity. * The war in the Middle East and oil supply shocks are expected to impact global supply chains. * Shortages of items increased significantly in February, while stockpiling and transportation costs remained stable.
146. https://tribune.com.pk/story/2597469/us-opens-new-trade-front-with-section-301-probes - * The US announced investigations under Section 301 aimed at 16 trading partners including China, the EU, Japan, and South Korea. * The probes seek to determine if policies are "unreasonable or discriminatory" and burden US trade. * China condemned the move, warning of disruption to global trade and criticised the US overcapacity claims. * The investigation follows a US Supreme Court ruling that earlier tariffs were illegal, with new tariffs pending. * The EU and other partners monitor the investigation, expressing concerns about potential trade tensions and violation of trade agreements.
147. https://www.vietnamplus.vn/lien-minh-chau-au-dieu-tra-chong-ban-pha-gia-ong-dong-nhap-khau-tu-viet-nam-post1098781.vnp - * Ủy ban châu Âu bắt đầu điều tra chống bán phá giá đối với ống đồng nhập khẩu từ Việt Nam, Trung Quốc, Mexico, Uzbekistan. * Vụ việc bắt đầu từ ngày 1/1/2025 và kéo dài đến 31/12/2025, dự kiến kết thúc trong vòng 1 năm. * Nguyên đơn là EU Copper Tubes Defence Committee, ngành sản xuất ống đồng của EU. * Công việc điều tra gồm lựa chọn mẫu, gửi bảng câu hỏi, xác định biên độ bán phá giá, có thể áp dụng thuế tạm thời hoặc chính thức. * Cục Phòng vệ thương mại khuyến nghị doanh nghiệp hợp tác đầy đủ và phối hợp chặt chẽ với EU để bảo vệ lợi ích.
148. https://sugermint.com/electric-vehicles-reshaping-india-market/ - * The Indian automotive industry is undergoing a major transformation towards electric vehicles (EVs) in 2026. * Increased fuel prices, environmental awareness, government policies, infrastructure expansion, and battery tech improvements drive growth. * Major models include Mahindra BE 6, Tata Nexon EV, Volvo EX30, VinFast VF7, and Tata Curvv EV. * Benefits highlighted: lower costs, environmental impact, advanced technology, smooth drive, expanding infrastructure. * Market is expected to grow rapidly with more models launching and technological advancements.
149. https://www.altenergymag.com/news/2026/03/13/wind-turbine-market-to-reach-usd-1071-billion-by-2032-64-cagr-trends-technology-forecast/46905 - * The global wind turbine market was valued at USD 58.5 billion in 2022 and is projected to reach USD 107.1 billion by 2032. * The market is growing at a 6.4% CAGR from 2023 to 2032, with offshore wind sector expansion being a key growth driver. * Asia-Pacific led the market in 2022 with more than 41% share, driven by China and India. * Onshore wind remains the dominant installation segment with over 67% revenue share in 2022. * Utility applications are the fastest growing segment, supported by decarbonisation efforts and policy support.
150. https://express-press-release.net/news/2026/03/13/1741703 - * The global battery energy storage systems market was estimated at USD 13.19 billion in 2025. * It is projected to reach USD 99.67 billion by 2033, with a CAGR of 28.3% from 2026 to 2033. * Growth driven by renewable energy integration, electrification, and global net-zero commitments. * Lithium-ion technology dominates due to high energy density, long lifespan, and declining costs. * Major companies include Tesla, LG Energy Solution, CATL, BYD, and others; investing in manufacturing and innovation. * Energy storage supports grid stability, peak management, and backup in expanding renewable and digital sectors.
151. https://www.designnews.com/electronics/navigating-tariffs-in-2026-key-insights-for-engineers-product-managers-in-the-electronics-industry - * The US Supreme Court struck down most tariffs imposed under IEEPA, affecting imports from China, Canada, and Mexico, but not steel, aluminium, or copper under Section 232 or some tariffs on China under Section 301. * New tariffs under Section 122 are being announced but have a limited duration and are subject to legal challenges. * Exemptions exist for certain electronic components like semiconductors and critical minerals, but not for surrounding ecosystem components such as PCBs, connectors, and cables. * The US plans to pursue investigations under Section 301 on issues like industrial excess capacity, forced labour, and digital taxes. * Tariffs on steel, aluminium, copper, and chips significantly affect the electronics supply chain, including costs for copper wiring, conductors, and PCB materials. * Ongoing investigations include tariffs on critical minerals, polysilicon, and advanced computing chips; potential future tariffs could impact supply chains. * Tariff classification is crucial for determining duty rates; companies can engage in tariff engineering to reduce costs. * The administration aims to use tariffs strategically, especially to protect and incentivise AI data centres, affecting chip and equipment costs. * Engagement in legal proceedings, tariff refunds, scenario planning, and industry consultation are recommended strategies for impacted companies. * Trade landscape remains highly fluid, requiring continuous monitoring and proactive response from electronics industry stakeholders.
152. http://prsync.com/xresearchbiz/hvdc-electric-power-transmission-system-market-size-growth-and-forecast--5177484/ - * The market was valued at approximately USD 12.0 billion in 2024 and is expected to grow to USD 23.8 billion by 2035. * The compound annual growth rate (CAGR) is 7.0%. * The expansion is driven by renewable energy projects, increasing electricity demand, and grid modernisation. * North America and Europe lead in HVDC adoption, with Asia-Pacific emerging as a rapidly growing market. * HVDC technology offers advantages such as lower transmission losses, improved grid stability, and long-distance electricity transport.
153. https://vocal.media/trader/united-states-smart-grid-market-size-share-and-growth-forecast-2026-2034 - * The US smart grid market was valued at USD 20.9 billion in 2025 and is projected to grow to USD 77.3 billion by 2034 at a CAGR of 14.86%. * The market growth is driven by upgrades to electricity infrastructure and the expansion of renewable energy sources such as solar and wind. * Increasing adoption of IoT, AI, and advanced metering enhances grid monitoring, energy efficiency, and fault detection. * Major companies include Siemens AG, General Electric, Schneider Electric, ABB Ltd, and Honeywell International Inc. * Challenges include cybersecurity risks and high infrastructure upgrade costs.
154. https://www.pv-magazine-australia.com/2026/03/13/vicgrid-tenders-for-three-latrobe-valley-synchronous-condensors/ - * The Victorian government body VicGrid invites expressions of interest for at least three synchronous condensers at Hazelwood, Latrobe Valley. * Located 158 km southeast of Melbourne, near Hazelwood terminal station, linked to Marinus Link transmission project. * Synchronous condensers aim to stabilise the network and facilitate integration of solar and wind energy. * Part of a $480 million investment in 12 projects to strengthen Victoria's grid, including a large condenser near Ararat. * The initiative supports renewable energy deployment and power grid modernisation as coal power stations close.
155. https://skillings.net/defense-mandate-pentagon-issues-massive-call-to-secure-13-critical-minerals-amid-rising-geopolitical-tensions/ - * The Pentagon issued a series of requests for proposals to 1,500 companies to develop domestic supply chains for 13 critical minerals. * Federal funding potential ranges from $100 million to $500 million per project. * The initiative aims to reduce reliance on foreign sources, especially due to US-Iran tensions and China’s export controls. * The minerals include graphite, tungsten, vanadium, antimony, cobalt, lithium, manganese, nickel, niobium, rare earth elements, scandium, tantalum, and titanium. * The process involves feasibility studies, modernising processing facilities, and deploying new environmentally-friendly technology, with a target of 2026 for significant outcomes.
156. http://www.ecns.cn/news/economy/2026-03-13/detail-ihfaqfsq8283880.shtml - * China's national lawmakers approve the 2026-2030 development blueprint, marking a key step in modernisation. * The 15th Five-Year Plan emphasises high-quality development, innovation, green transition, and improving people's livelihoods. * The plan aims to push China beyond GDP-centric growth towards balanced governance and national strength. * Focus on advancing manufacturing, upgrading sectors, and nurturing emerging industries to support socialist modernisation. * The blueprint highlights China's long-term strategy amid global uncertainties and aims to lead industry development in the 21st century.
157. https://www.npr.org/2026/03/12/nx-s1-5746061/us-china-trade-five-year-plan - * China's legislature approved a five-year social and economic blueprint emphasising technological self-reliance and industrial manufacturing. * The plan seeks to manage China's 'great-power competition' with the US without explicitly mentioning the US. * It calls for over 7% annual growth in research and development and aims to lead in future industries like quantum technology and biomedicine. * The plan focuses on manufacturing innovations, strengthening strategic minerals, and boosting domestic consumption. * It coincides with China's criticism of US trade investigations into overcapacity and production sectors.
158. https://skillings.net/uncle-sams-1b-bet-us-critical-mineral-funding-surges-in-latin-america/ - * Since January 2025, the US government has invested over $1 billion into Latin American critical mineral projects. * The focus is on securing supply chains for lithium, copper, and rare earth elements, especially in Brazil, Argentina, and Chile. * The US aims to reduce dependence on China and has announced a $12 billion critical mineral stockpile in early 2026. * Brazil's Serra Verde project and Argentina's Rio Tinto lithium plan are key beneficiaries. * The US is leveraging development finance and defence funding to de-risk projects and create processing capacity outside China.
159. https://skillings.net/copper-price-forecast-2026-the-13000-milestone-and-structural-deficit/ - - As of March 12, 2026, copper is stabilising around $13,100 after peaking at $14,527 in January. - The primary driver is a projected global refined copper deficit exceeding 150,000 metric tonnes for 2026. - Disruptions at major mines and strategic stockpiling in anticipation of tariffs have contributed to price spikes. - Major producers with low costs are benefiting, while downstream manufacturers and junior explorers face challenges. - Market dynamics suggest a potential correction below $13,000 in the coming months with inventory levels influencing prices.
160. https://www.eldiario.ec/seguridad/operacion-militar-golpea-la-mineria-ilegal-51-campamentos-destruidos-en-menos-de-48-horas-12032026/ - * Ecuador's Fuerzas Armadas inhabilitated 51 clandestine mining camps in Zamora Chinchipe, Sucumbíos, and Orellana in less than 48 hours. * Operations focused on the Parque Nacional Podocarpus and other remote areas. * Equipment found included explosives, weaponry, radios, satellite systems, generators, and mining tools. * In Orellana, three camps and equipment such as retroexcavators and generators were destroyed. * The Ministry of Defence linked illegal mining to organised crime and other illicit activities, with ongoing operations planned.
161. https://www.orissapost.com/us-launches-probe-against-india-china-over-unfair-foreign-practices/ - • The US has launched investigations against India, China, and other countries over 'unfair foreign practices' affecting US manufacturing. • The investigations aim to assess whether foreign acts, policies, and practices are unreasonable or discriminatory. • The probe is part of efforts to reshore critical supply chains and foster US manufacturing growth. • Consultation requests have been made to multiple countries, with hearings scheduled for May 2026. • The investigations are linked to US trade policies addressing structural excess capacity and production in foreign economies.
162. https://www.devdiscourse.com/article/technology/3836330-us-japan-and-eu-forge-new-trade-path-in-critical-minerals - * The United States, Japan, and the European Union are developing a trade agreement in critical minerals. * Negotiations will be led by the U.S. Office of the Trade Representative. * Discussions include implementing a price floor and tariffs to counter China's market influence. * U.S. Trade Representative Jamieson Greer aims to launch talks by April. * Reuters has yet to confirm these details.
163. https://www.japantimes.co.jp/business/2026/03/12/economy/japan-301-tariffs/ - * The United States announced investigations into Japan and multiple other countries for unfair trade practices related to excess capacity. * The investigation was announced by U.S. Trade Representative Jamieson Greer on Wednesday. * The move follows a ruling by the U.S. Supreme Court declaring tariffs related to the trade strategy illegal. * Countries under investigation include Bangladesh, Cambodia, China, the European Union, India, Indonesia, South Korea, Malaysia, Mexico, Norway, Singapore, Switzerland, Taiwan, Thailand and Vietnam.
164. https://wowo.com/trump-administration-kicks-off-new-process-to-try-to-replace-tariffs-struck-down-by-supreme-court/ - * The Trump administration began a new trade investigation under Section 301 of the Trade Act of 1974, aiming to establish new tariffs after previous ones were invalidated by the Supreme Court. * The investigation targets countries including China, EU, Japan, South Korea, and others, focusing on trade surpluses, subsidies, and unfair competitive advantages. * The process seeks to potentially introduce new import taxes and examine issues like excess industrial capacity, government backing, and forced labour. * The investigation is time-sensitive, with a 150-day deadline ending on July 24, and could impact existing trade frameworks and international relations. * Additional investigations may cover digital taxes, drug pricing, and ocean pollution.
165. https://theconservativetreehouse.com/blog/2026/03/12/ustr-greer-announces-launch-of-sec-301-trade-investigations-into-16-economies-including-the-eu/?utm_source=rss&utm_medium=rss&utm_campaign=ustr-greer-announces-launch-of-sec-301-trade-investigations-into-16-economies-including-the-eu - • USTR Jamieson Greer announced investigations under Section 301 into countries including China, EU, Singapore, and others. • The investigations focus on unfair trade practices related to excess capacity and production. • The review aims to determine whether targeted acts, policies, and practices are unreasonable or discriminatory. • The investigations align with efforts to reshape trade policies and possibly replace Section 122 tariffs. • The focus includes trade enforcement measures affecting global manufacturing supply chains.
166. https://naturenews.africa/tunisia-launches-tender-for-battery-storage-to-boost-renewable-energy/ - * Tunisia announced its first competitive tender for battery energy storage systems, as part of efforts to modernise its electricity grid and increase renewable energy share. * The project aims to deploy large-scale battery facilities that store electricity from solar and wind sources. * The initiative is designed to reduce reliance on imported natural gas and stabilise the power grid. * Tunisia is inviting international developers and investors to bid for designing, financing, and operating the storage facilities. * The project supports Tunisia's goal to reach 35% renewable energy in its electricity mix by the end of the decade and aims to build local expertise in energy storage.
167. https://stockhead.com.au/resources/canadas-copper-frontier-lures-bhp-and-a-wave-of-asx-explorers/ - * BHP has identified Canada as a key exploration destination for copper, with ongoing investments and projects. * Canadian government policies, geological potential, and infrastructure support attract exploration activity. * Several ASX-listed explorers, including Pivotal Metals, White Cliff Minerals, and FireFly Metals, are advancing copper projects across Canada. * The country's abundant mineral provinces and the Canadian Shield offer significant exploration opportunities. * BHP’s focus on copper aligns with industry trends driven by energy transition needs and increasing demand for the metal.
168. https://www.mining.com/us-pours-1b-into-into-latin-america-critical-minerals/ - * The US has invested more than $1 billion in critical minerals across Latin America since January 2025. * Investments focus on lithium, copper, and rare earths to enhance energy, defence, and advanced technology supply chains. * Latin America holds about 60% of the world's lithium reserves, with Brazil and Argentina seen as key development centres. * Countries balance geopolitical interests between Washington and Beijing, with China dominant in mineral processing. * Copper projects in Chile and Argentina are central to regional mining strategies due to rising demand.
169. https://wyomingtruth.org/trump-administration-kicks-off-new-process-to-try-to-replace-tariffs-struck-down-by-supreme-court/ - * The Trump administration began a new trade investigation under Section 301 on Wednesday. * The investigation aims to replace tariffs struck down by the Supreme Court, seeking to protect American jobs. * The process involves examining foreign entities including China, the EU, and several Asian countries. * The investigation could lead to new import taxes and explore issues like excess industrial capacity, subsidies, and forced labour. * The investigation timeline is urgent due to tariffs expiring on July 24, with potential implications for global trade frameworks.
170. https://www.agweek.com/news/policy/us-launches-unfair-trade-probes-to-rebuild-trumps-tariff-pressure - * The US announced two trade investigations into excess industrial capacity and forced labour, affecting multiple countries. * The capacity probe targets 16 trading partners including China, EU, India, Japan, South Korea, and Mexico. * The forced labour probe covers goods from over 60 countries, including China. * The investigations aim to restore tariffs and address trade surplus concerns, after recent legal challenges to Trump's tariffs. * US seeks to enforce bans on goods produced with forced labour, referencing existing laws and recent measures against China's Xinjiang region.
171. https://www.openpr.com/news/4421772/asia-pacific-copper-wire-rod-market-to-reach-28-8-million-tons - * Asia Pacific copper wire rod market was 18.6 million tons in 2025 and is expected to reach 28.8 million tons by 2033, growing at 5.7% CAGR. * Market growth driven by investments in power infrastructure, urban expansion, and electrification. * Increased demand from electronics, manufacturing, renewable energy, and electric mobility sectors. * The region's infrastructure development and industrial expansion underpin long-term demand. * Short-term challenges include copper price fluctuations, but long-term fundamentals remain strong.
172. https://www.mining.com/us-pours-1b-into-into-latin-america-critical-minerals/ - * The US has invested more than $1 billion into critical minerals projects across Latin America since January 2025. * Focus areas include lithium, copper, and rare earths, driven by energy, defence, and advanced technology needs. * Latin America holds about 60% of the world's lithium reserves, with Brazil and Argentina as key investment targets. * Governments in the region aim to develop domestic processing and attract foreign investment amidst geopolitical balancing. * Copper projects in Chile and Argentina are set to expand, supporting regional electrification and infrastructure.
173. https://solarquarter.com/2026/03/12/chris-minns-launches-construction-of-the-blind-creek-solar-farm-and-battery-project-in-bungendore-marking-a-major-step-in-australias-clean-energy-transition/ - * New South Wales Premier Chris Minns officially launched construction on the project in Bungendore, Australia. * The development is a clean energy investment worth 900 million dollars, including a 300 MW solar farm and 243 MW / 486 MWh battery system. * Wärtsilä Energy Storage will supply the battery system for the project. * The project aims to replace fossil generation, address solar variability, and demonstrate a model for other regions. * Construction begins this year with full operation expected by 2028. * The project includes integration with local agricultural activity, specifically sheep grazing, to enhance community acceptance.
174. https://www.ad-hoc-news.de/boerse/news/ueberblick/labor-unrest-threatens-glencore-s-australian-copper-operations/68661303 - * Glencore faces a potential strike at its Townsville copper refinery in Australia, possibly starting on Friday. * The dispute involves the Australian Workers' Union over wages, lasting nearly a year. * The refinery produces up to 300,000 tonnes of copper cathode annually. * Despite operational risks, Glencore's financials remain solid, with a 6% decline in adjusted EBITDA for 2025. * Glencore plans to expand copper production to over one million tonnes by 2028, dependent on resolving current labour issues.
175. https://www.benzinga.com/news/politics/26/03/51204498/trump-launches-trade-probe-on-16-partners-including-china-india-eu - * The Trump administration launched a trade investigation targeting 16 countries, including China, India, and the EU. * The probe aims to assess unfair trade practices under Section 301(b) of the Trade Act of 1974. * The investigation examines acts related to excess capacity and production affecting US commerce. * The US may propose tariffs or other measures based on findings. * Concurrently, 24 states sued over the legality of a 10% trade tariff, with projected revenue shortfalls over a decade.
176. https://www.trtworld.com/article/af4388a7e5a6 - * The US government announced new trade probes into excess industrial capacity in 16 countries and forced labour across over 60 countries. * The excess capacity investigation targets China, EU, India, Japan, South Korea, and Mexico, among others. * The forced labour probe aims to ban imports from goods produced with forced labour, expanding existing restrictions on China's Xinjiang region. * These measures follow the US Supreme Court's rejection of much of Trump's tariff programme. * The investigations could lead to new tariffs and trade restrictions against major trade partners.
177. https://www.capitalstreetfx.com/copper-trade-idea-march-11-2026-hg-futures-technical-analysis-trade-setup-fundamental-outlook/ - * Copper's role as an economic indicator highlighted by its association with global growth signals. * Three large copper mines experienced disruptions in 2025, affecting outputs into 2026. * Disruptions include a mudslide at Freeport-McMoRan’s Grasberg mine, flooding at Kamoa-Kakula, and a tunnel collapse at El Teniente. * Wood Mackenzie estimates above-normal mine disruptions, with significant impacts expected until 2027 and for several years afterward. * ING forecasts a 600kt refined copper deficit in 2026, with projections of high deficits and demand supply gap by 2040.
178. https://www.fxstreet.com/news/copper-scarcity-and-cta-buying-skew-td-securities-202603111340 - * TD Securities' Daniel Ghali reports unencumbered copper inventories have decreased sharply year-to-date, now at 9.1 days of available supply. * Despite warehouse builds and risk-off sentiment, copper scarcity is described as unprecedented. * The report suggests a reshuffling from invisible stockpiles into visible warehouses, locking up more metal. * TD Securities predicts CTAs will likely increase longs in copper for the upcoming week. * The article discusses market dynamics affecting copper supply and investor behaviour amidst geopolitical uncertainty.
179. https://www.cnbc.com/2026/03/11/trump-trade-investigations-ieepa-tariffs.html - * The Trump administration announced new trade investigations under Section 301 of the Trade Act of 1974. * The probes target China, Mexico, the EU, and other economies, with potential expansion. * The investigation aims to address unfair trade practices related to excess capacity and production in manufacturing sectors. * Countries being investigated include Japan, India, Taiwan, Vietnam, South Korea, Singapore, Switzerland, Norway, Indonesia, Malaysia, Cambodia, Bangladesh, and Thailand. * Findings may lead to tariffs or other responsive trade actions.
180. https://investinglive.com/news/us-launches-section-301-tariff-probe-targeting-china-eu-mexico-japan-and-others-20260311/ - * The US has initiated a Section 301 investigation into excess manufacturing capacity across 16 trading partners, including China, the EU, Japan, Mexico, Vietnam, and Taiwan. * The probe aims to assess whether state-backed overproduction is distorting markets and harming US industry. * The investigation may lead to new tariffs or trade measures if unfair practices are confirmed. * A second probe into goods linked to forced labour, covering around 60 countries, could be launched soon. * The move signals a potential expansion of US tariffs and global trade tensions.
181. https://www.mirusfinancialpartners.com/blog/keeping-track-new-energy-economy - * The global energy system is undergoing a major economic transformation towards renewables, energy storage, electric vehicles, and hydrogen. * In 2024, renewable capacity increased by 700 GW, with over 40% of electricity produced from renewable sources. * Solar power added 553 GW in 2024, accounting for about 7% of global electricity, with future estimates exceeding 43% by 2030. * The lithium-ion battery market surpassed $150 billion in 2025, with demand reaching 1 TWh in 2024 and prices falling to around $70/kWh in 2025. * Electric vehicle sales grew by 35% in Q1 2025, representing 22% of global new car sales in 2024, with battery capacity over 933 GWh in 2025. * Hydrogen, produced via electrolysis, is emerging as a key fuel for hard-to-decarbonise sectors, with significant investments from governments and companies. * The energy transition presents long-term investment opportunities across multiple industry sectors.
182. https://skillings.net/coppers-13000-milestone-anatomy-of-a-structural-deficit-in-2026/ - * Copper hit a record high of $13,230 per tonne in early 2026, with a global refined deficit of approximately 330,000 metric tons. * Demand is projected to rise from 28 million tons in 2025 to 42 million tons by 2040, driven by AI, electrification, and data centre expansion. * Supply disruptions occurred in 2025 due to earthquakes and flooding at major mines, reducing output. * Chinese smelters announced zero treatment and refining charges, signalling a concentrate shortfall of 650,000 to 850,000 tons for 2026. * Political tensions, trade uncertainties, resource nationalism, and investor behaviour contribute to market tightness and rising prices.
183. https://bitcoinethereumnews.com/finance/scarcity-and-cta-buying-skew-td-securities/?utm_source=rss&utm_medium=rss&utm_campaign=scarcity-and-cta-buying-skew-td-securities - - TD Securities’ Senior Commodity Strategist Daniel Ghali reports unencumbered copper inventories have fallen to 9.1 days of supply YTD. - Despite visible warehouse builds and risk-off sentiment, copper scarcity is described as unprecedented. - The decline in unencumbered copper stocks indicates reshuffling from invisible stockpiles, locking up more metal. - CTAs are expected to modestly add long positions in copper over the coming week. - The article discusses copper inventory trends and market demand implications.
184. https://skillings.net/coppers-13000-milestone-anatomy-of-a-structural-deficit-in-2026/ - * In early 2026, copper hit a record high of $13,230 per tonne amid a deficit of approximately 330,000 metric tonnes. * Demand for copper projected to grow from 28 million tonnes in 2025 to 42 million tonnes by 2040, driven by AI and electrification. * Supply disruptions in 2025 included earthquakes and floods at major mines such as Kakula and Grasberg, reducing output. * Chinese smelters reduced utilisation rates due to unprofitability, signalling a concentrate supply shortfall of 650,000 to 850,000 tonnes. * Geopolitical tensions and resource nationalism escalated in 2026, affecting supply chains and investor sentiment. * Market analysts project the copper price may overshoot fundamentals, with potential substitution and increased recycling acting as moderating factors. * The article highlights a structural deficit with persistent demand growth and supply chain challenges, advising strategic planning for stakeholders.
185. https://www.mondaq.com/india/international-trade-investment/1755846/us-supreme-court-decision-against-trump-tariffs-what-lies-ahead - * The US Supreme Court ruled on 20 February 2026 that the IEEPA does not authorise the imposition of tariffs, invalidating all tariffs enacted under it. * The ruling affects tariffs related to drug trafficking, reciprocity, and penalties, rescinding them with immediate effect. * Existing tariffs under other statutes, such as Section 232, Section 301, and Section 122, remain in effect. * Specific products like steel, aluminium, automobiles, copper, semiconductors, timber, furniture, and vehicles continue to face tariffs. * Stakeholders, including Indian exporters, may pursue refunds and must monitor US trade policy developments.
186. https://www.mining.com/op-ed-how-geopolitics-are-rewiring-metals-markets/ - * Global mining faces increased geopolitical tension, affecting capital flows, production, and sourcing decisions. * Countries like Canada are seen as stable, but need modernisation and policy follow-through to capitalise. * Resource nationalism is now official policy in Indonesia and the Democratic Republic of Congo. * US and Canada are launching critical mineral stockpiling programmes amid geopolitical risks. * China controls about 90% of critical mineral refining, prompting shifts in procurement strategies towards politically aligned and secure sources like Canada.
187. https://bitcoinethereumnews.com/finance/scarcity-and-cta-buying-skew-td-securities/?utm_source=rss&utm_medium=rss&utm_campaign=scarcity-and-cta-buying-skew-td-securities - - TD Securities' Daniel Ghali reports unencumbered copper inventories have declined sharply YTD, with only 9.1 days of supply remaining. - Despite visible warehouse builds and risk-off sentiment, copper scarcity is considered unprecedented. - A reshuffling from invisible stockpiles into visible warehouses locks up more copper. - CTAs are expected to modestly increase long positions in the coming week. - The article discusses copper supply constraints, inventory shifts, and trader behaviour amid geopolitical risks.
188. https://www.prnewswire.com/news-releases/asian-manufacturing-takes-off-in-february-while-north-america-contracts-gep-global-supply-chain-volatility-index-302710265.html - * Asia's supply chains were their busiest in nearly three-and-a-half years, with indices rising to 0.40, driven by China, Japan, India, South Korea, and Taiwan. * North America’s index declined from 0.06 to -0.26, indicating underutilised capacity and a slowdown in US manufacturing activity. * Europe's index increased to 0.05, reflecting ongoing industrial recovery, with supply bottlenecks reported. * Global demand for raw materials and commodities rose significantly in February, reaching the highest since March 2022. * Shortages of materials increased, but inventories remained lean; labour shortages were typical, and transportation costs stayed average.
189. https://www.northernminer.com/news/chile-mining-faces-policy-test-under-kast-government/1003888711/ - * President José Antonio Kast took office, signalling potential regulatory reforms in Chile’s mining sector. * Kast's government merged the ministries of Mining and Economy, appointing Daniel Mas to lead. * Industry groups criticize the permitting system as overly burdensome, with over 500 permits needed for projects. * Chile remains the world's largest copper producer, with production falling 2% in 2025. * Chile's critical minerals strategy aims to diversify beyond copper and lithium. * Lithium projects like Nova Andino Litio and Salares Altoandinos could influence future output. * Chile's geopolitical relations are evolving amid US and China influence, affecting mining strategies. * Rising public concern over crime and migration in mining regions could impact operations.
190. https://skillings.net/the-vicuna-district-why-lundin-mining-is-doubling-down-on-the-worlds-next-copper-giant/ - * Lundin Mining and BHP form a 50/50 joint venture to develop the Vicuña District, a major copper asset in the Andes. * The project includes deposits with an estimated 38 million tonnes of copper, sufficient for around 450 million EVs. * The Vicuña District covers multiple deposits and aims to produce 400,000 tonnes of copper annually for 25 years. * The project benefits from Argentina’s RIGI framework, providing fiscal stability. * Infrastructure plans involve significant build-outs, including power and water pipelines, emphasising regional integration. * The project is a response to global copper demand and recent exploration finds with high-grade mineralisation. * Key milestones are expected in 2026, including provincial agreements and permits, for construction to start.
191. https://www.eqmagpro.com/state-unveils-comprehensive-renewable-energy-policy-with-strong-push-for-solar-and-electric-vehicles-eq/ - • A new renewable energy policy has been finalised to promote solar power expansion and electric vehicle adoption. • The policy includes targets, incentives, and funding mechanisms to boost renewable capacity and green infrastructure. • It aims to increase solar energy in urban and rural areas and support private sector investment. • Incentives and infrastructure development are planned for electric vehicles and grid modernisation. • The policy strives for inclusive growth, job creation, and alignment with climate and sustainable development goals.
192. https://copperbeltkatangamining.com/zambia-seeks-global-investment-to-triple-copper-production-by-2031/?utm_source=rss&utm_medium=rss&utm_campaign=zambia-seeks-global-investment-to-triple-copper-production-by-2031 - * Zambia plans to increase copper production from 890,346 metric tons in 2025 to 3 million tons by 2031. * The government is courting global investors, including from the United States. * Zambia's efforts are part of a strategy to diversify supply chains for critical minerals. * Copper is key in electric vehicles and renewable energy, linking to energy transition. * The country seeks mutually beneficial investment agreements. * Zambia also possesses reserves of cobalt, nickel, manganese, graphite, lithium, and rare earth elements. * Major companies involved include Barrick Gold, First Quantum Minerals, Vedanta Resources, and others.
193. https://www.vtmarkets.com/live-updates/commerzbanks-baur-says-chinas-strong-ore-imports-boost-copper-output-while-congo-supply-faces-risk/ - * China’s copper ore and concentrate imports increased 4.9% year-on-year in early 2026. * Raw copper imports decreased 16% year-on-year, suggesting rising domestic production. * Congo’s copper output faces disruption due to sulphur export blockage linked to Iran, risking supply constraints. * DRC’s copper exports declined 2% in February 2026, highlighting supply risks. * Market analysis recommends bullish strategies like call options and bull call spreads for copper trading.
194. https://www.fxstreet.com/news/copper-china-demand-strong-congo-supply-at-risk-commerzbank-202603101311 - - Chinese imports of copper ore increased by 4.9% year-on-year, indicating rising copper production despite negative treatment charges. - Iron ore imports in China rose 10% year-on-year, bucking a downward trend. - Imports of raw copper and copper products fell by 16% compared to the previous year. - Sulphur export restrictions from the Gulf threaten copper ore mining in Congo. - The article discusses global copper supply disruptions and market implications.
195. https://www.vtmarkets.com/live-updates/commerzbanks-baur-says-chinas-strong-ore-imports-boost-copper-output-while-congo-supply-faces-risk/ - * China’s copper ore and concentrates imports increased 4.9% year-on-year in early 2026. * Raw copper and copper product imports fell 16% year-on-year. * Congo’s copper supply faces risks due to sulphur export blockages affecting sulphuric acid availability. * Global copper supply is threatened by Congo’s supply constraints and Iran-linked sulphur export issues. * Market analysts recommend bullish futures strategies, including call options and bull call spreads, amid potential supply disruptions.
196. https://skillings.net/cbam-regulation-what-changed-and-impact-on-global-copper-2026/ - ['* The EU’s Carbon Border Adjustment Mechanism (CBAM) shifted from data collection to a financial levy in January 2026, affecting copper imports.', '* Importers now must purchase CBAM certificates based on embedded carbon emissions, with costs linked to EU ETS prices.', '* High-carbon producers face de facto tariffs; low-carbon producers gain a competitive advantage, influencing trade flows and investments.', '* Geopolitical tensions include the EU’s CBAM and the U.S. Section 122 tariffs, impacting global copper trade and resource nationalism.', '* Recycling and secondary copper demand rise as cleaner scrap becomes more valuable; companies focus on emissions tracking and compliance.']
197. https://skillings.net/oyu-tolgoi-mine-update-revenue-share-demands-and-key-risks/ - * The Mongolian government has demanded a 60% share of revenue from Oyu Tolgoi mine, seeking to bypass shareholder loan debt. * Mongolia's current 34% stake has been unprofitable, with the project operated at a loss for eight years. * The project has $20 billion in debt, with shareholder loans of $12 billion due to late 2025. * Oyu Tolgoi is projected to produce 500,000 tonnes of copper annually from 2028 to 2036. * The dispute influences global copper supply, given the mine's significance and geopolitical considerations.
198. https://skillings.net/oyu-tolgoi-mine-update-revenue-share-demands-and-key-risks/ - * The Mongolian government demands a 60% revenue share from Rio Tinto for the Oyu Tolgoi copper-gold mine, escalating long-running disputes. * The government seeks a shift from equity to revenue sharing due to debt and delayed dividends, aiming to secure immediate cash flow. * The project has operated at a loss for eight years, with debt reaching $20 billion by 2025. * Oyu Tolgoi is projected to produce 500,000 tonnes of copper annually between 2028-2036, vital for global supply. * Mongolia's geopolitical position and resource nationalism influence negotiations; delays risk global copper markets.
199. https://www.fxstreet.com/news/copper-china-demand-strong-congo-supply-at-risk-commerzbank-202603101311 - * Chinese imports of copper ore and concentrates increased by 4.9% year-on-year in January/February. * Chinese copper production continues to rise despite negative treatment charges. * Blockage of sulphur exports from the Gulf may disrupt copper ore mining in Congo. * Congo's copper ore output could face supply challenges due to sulphur shortage. * Chinese copper imports slightly below previous months, but overall demand remains robust.
200. https://www.vtmarkets.com/live-updates/commerzbanks-baur-says-chinas-strong-ore-imports-boost-copper-output-while-congo-supply-faces-risk/ - * China’s copper ore and concentrate imports increased 4.9% year-on-year in Jan-Feb 2026, averaging 2.5 million tonnes per month. * Raw copper and copper product imports fell 16% year-on-year, averaging 350 thousand tonnes per month. * Copper production in China is likely rising, despite negative treatment and refinery charges. * Congo’s supply is at risk due to sulphur export blockage from the Gulf, affecting copper and sulphuric acid supply. * February 2026 data show a 2% dip in Congo’s copper exports, indicating mounting supply constraints. * Supply risks and demand signals suggest a bullish outlook for copper, with strategies including near-term call options and bull call spreads aimed at capturing upside potential.
201. https://www.eesi.org/topics/industry-manufacturing/description - * The article discusses China’s industrial strategies, economic stimulus measures, and policy developments aimed at manufacturing output and decarbonisation. * It highlights China's Five-Year Plans, initiatives to promote low-emissions industries, and regulatory actions affecting domestic demand for copper. * The article covers manufacturing sector growth and the role of government policies in shaping China's industrial landscape. * It examines the influence of policy changes on domestic industrial demand, especially within construction, heavy industry, and infrastructure sectors. * Published by the Environmental and Energy Study Institute (EESI).
202. https://skillings.net/copper-price-forecast-2026-matters-why-the-looming-deficit-is-a-wake-up-call-for-investors/ - * J.P. Morgan forecasts a global refined copper deficit of approximately 330,000 metric tons for 2026. * Copper prices are projected to reach $12,075/mt on average, with peaks up to $12,500 in Q2 2026, according to multiple banks. * Demand is increasing, with projections to hit 33 million metric tons by 2030, while supply struggles due to geological, regulatory, and infrastructural challenges. * Copper mines take at least ten years to develop, and current production is hampered by strikes, regulatory hurdles, and declining ore quality. * The upcoming supply deficit is expected to cause heightened volatility and significant price increases, especially after mid-2026 when tariffs and stockpiles become clearer.
203. https://www.news.market.us/infrastructure-construction-market-news/ - * The global infrastructure construction market is projected to grow at a CAGR of 5.9% from 2025 to 2034, reaching USD 6.6 billion. * Funding initiatives include substantial government investments in housing, transportation, and regional development. * Asia Pacific led regional spending with 44.9%, supported by urbanisation and development projects. * The segment's dominant activities include transportation infrastructure (39.7%) and new construction (69.2%). * Major projects involve transportation networks, water supply, urban development, energy facilities, and public services infrastructure.
204. https://evmagz.com/eu-approves-e200-million-spanish-aid-program-to-support-ev-supply-chain/ - * The European Commission approved a €200 million Spanish aid programme to support EV supply chain and production of key e-mobility technologies. * The aid aims to fund investments in battery manufacturing, hydrogen technologies, and critical raw materials. * The programme is part of Spain’s broader 'España Auto 2030' strategy and will run until June 30, 2026. * The initiative supports industrial development in electric mobility, including manufacturing, raw materials, and related technologies. * Spain plans additional funding to expand EV infrastructure and consumer subsidies, supporting energy autonomy and decarbonisation.
205. https://energynews.biz/equator-renewables-asia-secures-39m-to-develop-solar-hydrogen-and-industrial-energy-projects-in-indonesia/?utm_source=rss&utm_medium=rss&utm_campaign=equator-renewables-asia-secures-39m-to-develop-solar-hydrogen-and-industrial-energy-projects-in-indonesia - - Equator Renewables Asia raises approximately $39.3 million to fund solar, green hydrogen, and industrial energy projects in Indonesia. - Funding supported by KPN Corporation and Tsao Pao Chee; efforts aim to expand renewable infrastructure for domestic and Singaporean markets. - The company plans to develop solar capacity, battery storage, and explore green hydrogen production, linked to cross-border power export and regional energy integration. - Strategic coordination between Singapore and Indonesia includes a memorandum to establish a Sustainable Industrial Zone. - Projects align with ASEAN Power Grid and regional decarbonisation goals, supporting Singapore’s aim for net zero by 2050 and Indonesia’s by 2060.
206. https://www.eqmagpro.com/indias-inter-regional-power-transmission-capacity-set-to-reach-143-gw-by-2027-eq/ - * India plans to increase its inter-regional power transmission capacity to 143 GW by 2027, according to Union Minister Shripad Naik. * This expansion aims to improve electricity transfer between regions and support renewable energy integration, particularly solar and wind. * The development will enhance grid reliability, resilience, and facilitate power trading between states. * India has already expanded its transmission network through high-capacity corridors, with further projects planned. * The initiative is part of India's broader strategy to modernise its power sector and promote clean energy growth.
207. https://kalkinemedia.com/au/stocks/metal-and-mining/bhp-copper-shift-meets-china-iron-ore-tensions - * BHP divests the San Manuel property in Arizona to Faraday Copper, maintaining future copper development. * The move aligns with increasing global demand for copper due to energy transition and electrification. * Iron ore trade tensions with a Chinese state-backed buyer have led to purchasing restrictions. * BHP manages diversified commodity exposure across iron ore, copper, and other resources. * The company operates assets across multiple regions, including the US and Australia, balancing regional strategies and trade relationships.
208. https://skillings.net/hard-news-chilean-copper-output-hits-five-month-low-despite-strike-resolutions-at-major-mines/ - * Chile’s copper production declined for the fifth consecutive month in January, reaching a five-month low despite ending a 28-day strike at Mantoverde mine. * Production challenges include declining ore grades, infrastructure constraints, and community disruptions at operations such as Escondida and Collahuasi. * Copper export values increased 7.9% in January driven by higher prices, not volume, amid ongoing production difficulties. * Chile’s copper output in 2025 was an estimated 5.4 million tonnes, with forecasts for slight growth in 2026 and 2027 depending on resolving operational issues. * Industry faces a narrow pipeline of new projects due to permitting delays, opposition, and cost overruns, affecting future supply projections.
209. https://www.energy-storage.news/origin-energys-650mwh-grid-forming-bess-begins-commissioning-in-australia/ - • The 650MWh grid-forming battery energy storage system (BESS) at Mortlake, Australia, starts commissioning in 2024. • Incorporates grid-forming inverter technology for enhanced grid stability. • The project, worth AU$400 million, is in late-stage construction with full commercial operation targeted for late 2026. • It leverages existing transmission infrastructure and is part of Australia's growing trend of grid-scale storage with renewable integration. • Other similar projects, such as Neoen’s Western Downs BESS, are also operational in Australia.
210. https://www.pv-tech.org/fortescue-begins-construction-on-western-australias-largest-solar-pv-power-plant/ - * Fortescue started constructing the Solomon Airport solar PV power plant, adding to its renewable energy portfolio in the Pilbara. * The project will deliver around one-third of Fortescue’s 'Real Zero' target and follows the completion of the Cloudbreak solar plant. * The projects form part of a broader initiative to establish the Pilbara as a renewable energy hub, with a combined capacity of approximately 1.3GW. * Fortescue plans to build a 644MW solar PV plant at Turner River later this year. * The company develops extensive transmission infrastructure and advanced renewable projects supported by government funding.
211. https://www.wirecable.in/kec-international-executes-765-kv/ - * KEC International Ltd. completes a 765 kV double circuit transmission line between Bhadla III and Sikar II in Rajasthan. * The project includes a substation and associated works, inaugurated by India's Prime Minister. * The project aims to strengthen the national transmission grid and facilitate renewable energy evacuation. * The project supports India's green power capacity and clean energy transition. * KEC emphasises its commitment to reliable, sustainable transmission infrastructure.
212. https://www.independent.co.ug/charting-a-course-for-chinas-growth-with-new-quality-productive-forces/ - * Xi Jinping highlights the importance of new quality productive forces for China's economic growth during the 'two sessions' in 2024. * China’s AI sector has seen substantial advancements, with over 6,200 AI enterprises by 2025 and industry value exceeding 1.2 trillion yuan. * The country's 15th Five-Year Plan (2026-2030) focuses on harnessing AI and emerging industries to transform traditional sectors and develop new growth drivers. * Emerging industries like high-tech manufacturing, new energy, and quantum technology are contributing significantly to economic restructuring. * Traditional industries are also being revitalised through innovation and high-end transformation, exemplified by case studies like Yangquan Valve Co., Ltd.
213. https://reneweconomy.com.au/fortescue-forges-ahead-on-pilbara-real-zero-plan-with-construction-of-states-biggest-solar-farm/?utm_source=rss&utm_medium=rss&utm_campaign=fortescue-forges-ahead-on-pilbara-real-zero-plan-with-construction-of-states-biggest-solar-farm - * Fortescue Metals begins construction of Western Australia's largest solar farm, the 440 MW Solomon Airport project. * The project is part of Fortescue’s plan to reach 'real zero' carbon emissions by 2030. * The solar farm joins other renewable projects, including the 190 MW Cloudbreak solar farm, the 133 MW Nullagine wind farm, and the 100 MW North Star solar farm. * Once complete, these projects will deliver about 1.3 GW of solar capacity in the Pilbara. * Fortescue invests in renewable energy infrastructure, including high-voltage transmission lines and battery storage, to power its operations and reduce reliance on diesel and gas.
214. https://www.eqmagpro.com/indias-power-demand-continues-to-hit-new-highs-amid-rising-energy-consumption-eq/ - * India’s electricity demand continues to set new record highs due to economic growth, industrial activity, and rising temperatures. * The surge in power consumption is driven by increased use of air conditioning and cooling systems, especially during summer. * Industrial growth and urbanisation contribute significantly to rising electricity needs across residential, commercial, and industrial sectors. * The government and utilities are expanding generation capacity through new power plants, renewable energy projects, and grid infrastructure upgrades. * Renewable energy such as solar and wind power, along with energy storage and transmission improvements, are essential to meet future demand. * Emphasis on renewable deployment and grid modernisation aims to sustain reliable electricity supply amid continuous demand growth.
215. https://jamestown.org/spring-festival-gala-centers-high-tech-again/ - * The 2026 Spring Festival Gala emphasised AI and robotics, featuring performances with humanoid robots and AI-assisted hosts. * State media linked humanoid robotics to China’s industrial policies. * The event showcased technological development as a national priority, with AI and robotics prominent throughout. * Manufacturing, especially in Yiwu, was highlighted to promote domestic consumption. * Military segments were understated, with less focus on defence and space programs. * Foreign artists like John Legend participated, signalling international openness. * The event reflected China’s emphasis on technological self-positioning and economic growth strategies.
216. https://www.finedayradio.com/news/tv-delmarva-channel-33/european-companies-scramble-for-tariff-refunds-after-supreme-court-decision/ - * European businesses explore legal avenues to recover tariffs after the US Supreme Court struck down Trump-era trade levies in February.* * The US Court of International Trade plans to develop a reimbursement framework, with procedures such as post-summary correction (PSC) being used by some companies.* * German company ebm-papst and other businesses face uncertainties regarding refund procedures and legal challenges.* * The US federal government has collected over $130 billion from tariffs now declared unlawful, with no clear refund process established.* * Companies are awaiting federal guidance and considering legal remedies, including modifying import documentation or pursuing lawsuits.
217. https://www.edaily.co.kr/News/Read?newsId=04798646645380696&mediaCodeNo=257&OutLnkChk=Y - * The National Development and Reform Commission (NDRC) aims to promote domestic demand and modern industry system to achieve the 4% economic growth target. * The commission emphasises macroeconomic efficiency, stabilising the market, and breaking social and economic development barriers. * Focus on infrastructure investment including AI+, infrastructure, and increasing consumption and job opportunities. * Chinese Ministry of Finance reports a record high of 30 trillion yuan in total expenditure and a deficit ratio of about 4%. * Policy emphasis on technological innovation, industrial reform, and deep integration of advanced manufacturing and services.
218. https://www.freepressjournal.in/mumbai/maharashtra-budget-2026-from-sewri-worli-connector-by-sept-2026-to-4th-port-at-vadhvan-devendra-fadnavis-announces-key-infra-announcement-for-mumbai - * Maharashtra Budget 2026 announced key infrastructure projects for Mumbai, including extending Mumbai Metro line 11 to Dharavi and BKC. * Signal-free Sewri-Worli Connector to be completed by September 2026. * New 4th port at Vadhavan, including warehousing and logistics facilities, to be developed. * Bandra-Versova Sea Link to be completed by May 2028. * Illegal land areas to be developed as a startup and innovation centre, and underground tunnels to reduce traffic congestion. * Additional development planned for Virar, Boisar, and Thane around the bullet train site.
219. https://www.beijingbulletin.com/news/278906183/china-details-2026-policy-mix-to-bolster-growth-and-innovation-share-opportunities-with-world - * Chinese officials announced a policy mix for 2026 to ensure resilient growth, support innovation, and promote balanced trade. * China aims for 4.5 to 5 percent GDP growth and will implement proactive macro policies including fiscal, monetary, investment, employment, and consumption measures. * Infrastructure investment is expected to exceed 7 trillion yuan, with focus on public services and key sectors. * China will promote domestic demand, consumer trade-in programmes, and support private investment. * The government plans to develop new industries, including AI, integrated circuits, robotics, and high-tech manufacturing. * China will expand market access and promote high-standard opening up, including pilot programmes in telecom, biotech, and healthcare sectors.
220. https://economictimes.indiatimes.com/news/international/world-news/china-to-boost-spending-to-meet-growth-target/articleshow/129171948.cms - * China will increase spending in major infrastructure and public services to meet this year's economic growth target, according to government officials. * The Chinese government set a target of 4.5%-5% for 2026, citing a record trade surplus of $1.2 trillion. * The five-year plan includes 109 major projects across water, power, computing, urban infrastructure, education, and healthcare, with investments exceeding ¥7 trillion in 2023. * The initiative aims to foster scientific breakthroughs and embed artificial intelligence into the economy. * The broader context involves global uncertainty due to US-Israeli conflict and US-China rivalry.
221. https://insideclimatenews.org/news/06032026/illinois-comed-ev-rebate-funding/ - * ComEd, Illinois' largest utility, allocates nearly $70 million for EV rebates in 2026, part of a $168 million Beneficial Electrification (BE) Plan through 2028. * The plan includes programmes for residential EV chargers, commercial EV purchases, and site make-readiness. * Over 80% of funding targeted at Equity Investment Eligible Communities (EIEC), with continued commitment to low-income support. * Illinois' EV initiatives persist despite federal funding cuts, such as proposed reductions to the NEVI programme and federal EV charger manufacturing requirements. * Future plans include increasing focus on electric school buses and grid infrastructure enhancements to meet state decarbonisation goals.
222. https://www.benzinga.com/markets/macro-economic-events/26/03/51059106/scott-bessent-says-tariffs-will-rise-to-15-this-week-signals-strong-belief-on-reset - * Treasury Secretary Scott Bessent states tariffs will rise from 10% to 15% 'sometime this week'. * He predicts tariffs will return to their original levels by August. * The tariffs are imposed under Section 122 of the Trade Act of 1974, lasting 150 days unless extended by Congress. * USTR and the Commerce Department will conduct trade studies that could lead to additional tariffs. * Bessent claims these measures are more durable, having survived over 4,000 legal challenges.
223. https://www.independent.co.uk/news/mexico-donald-trump-mexico-city-marcelo-ebrard-canada-b2932995.html - * Mexico and the US will start bilateral talks on 16 March ahead of the USMCA review. * The talks aim to address rules of origin, production increase, supply chain security, and economic integration. * The USMCA, spanning Mexico, the US, and Canada, has shaped trade relations and limited protectionist tariffs. * Tariffs on certain products, including steel, aluminium, copper, and tomatoes, remain in effect. * Mexican officials, including Economy Secretary Marcelo Ebrard, have engaged with US officials to mitigate tariff threats and bolster competitiveness. * Canada and Mexico are also negotiating to strengthen cooperation on trade and security prior to the USMCA review.
224. https://europeanconservative.com/articles/news-corner/brussels-made-in-europe-plan-china-beijing-backlash-protectionism/ - * The European Union introduced a proposal to require EU-made components for subsidies and public contracts in strategic sectors. * The plan aims to reverse industrial decline and increase manufacturing's share of EU GDP to 20% by 2035. * A Chinese business group criticised the proposal, warning it could lead to protectionism and harm China-EU economic cooperation. * Brussels seeks to enhance self-reliance amidst geopolitical competition and supply chain dependencies. * The Chinese Chamber of Commerce to the EU expressed concern over the legislation's potential exclusionary impact.
225. https://www.ndtv.com/world-news/china-begins-its-biggest-political-two-sessions-meetings-what-it-is-11170565#publisher=newsstand - * China’s annual Two Sessions meetings have started, expected to reveal growth targets, defence budget, and the 15th Five-Year Plan. * The event involves the Chinese People's Political Consultative Conference (CPPCC) and National People's Congress (NPC). * The 15th Five-Year Plan for 2026-2030, including focus on domestic demand and advanced technologies, is a key highlight. * The meetings take place against recent military purges, US trade tensions, and conflicts in the Middle East. * Discussions may cover China’s economic revival strategies, military planning, and policies on minority languages and environmental issues.
226. https://skillings.net/2026-copper-crunch-boardroom-acquisitions-vs-pitfall-algorithms/ - ['* The global copper market faces an estimated 800,000-ton deficit in 2026, driven by increased demand and stagnant supply.', '* Copper demand is fuelled by AI data centres, electrification efforts, and regional geopolitical factors.', '* Mining companies are engaging in M&A strategies to secure permitted assets due to long permitting times.', '* Technological advancements like AI exploration, digital twins, and novel chemistry aim to optimise extraction and lower grade thresholds.', '* Macro risks include record low inventories, potential US tariffs, and geopolitical disruptions, heightening scarcity concerns.']
227. https://microgridmedia.com/worlds-clean-energy-push-faces-hidden-hurdle/ - ['* Global efforts to shift to renewable energy face a copper supply shortfall, crucial for solar, wind, and electric vehicles.', '* Copper demand is projected to increase 50% by 2040, while production is forecast to peak at 33 million metric tons in 2030 and decline thereafter.', '* New copper discoveries are low, and ore quality has decreased, with new mines taking 17 years and high capital costs, deterring development.', '* China dominates processing capacity, creating vulnerability; disruptions threaten global supply.', '* Developing countries face severe challenges in accessing copper for infrastructure, risking increased inequality in energy access.']
228. https://skillings.net/copper-hits-13228-london-surge-fueled-by-us-china-tariff-optimism/ - * Copper prices surged past $13,228 per metric ton on the London Metal Exchange, driven by US-China tariff developments. * The US Supreme Court’s ruling against reciprocal duties is reducing trade barriers, boosting manufacturing optimism. * Major mines face supply limitations, with demand driven by global infrastructure projects and the green transition. * Hudbay Minerals announced a $1 billion acquisition of Arizona Sonoran to capitalise on high copper prices. * Industry analysis indicates copper’s role as a key indicator of broader economic trends and potential price growth to $15,000 per tonne.
229. https://www.bizpacreview.com/2026/03/04/when-free-markets-arent-really-free-1625314/ - * US government proposes a trusted-partner trade zone for critical minerals with enforceable price floors and strategic cooperation. * The initiative seeks to stabilise prices, attract investment, diversify supply chains, and reduce dependence on China. * The US is actively investing in domestic mining, stockpiling, and securing long-term supply contracts. * A coalition of allies with capabilities in ore, refining, and finance aims to create transparent, rule-based markets. * Policy includes binding trade pacts, enforceable reference prices, and counter-tariffs against dumping.
230. https://www.supplychainbrain.com/articles/43593-bessent-says-tariffs-will-rise-to-15-this-week - * The US is expected to increase tariffs to 15% this week, as stated by Treasury Secretary Scott Bessent. * Tariffs, halted by a Supreme Court ruling on February 20, are predicted to revert to previous levels within five months. * The increase involves Section 122 of the Trade Act of 1974, allowing temporary tariffs of up to 15% for 150 days. * The US Trade Representative plans to conduct investigations under Section 232 to replace temporary tariffs with more permanent duties. * Bessent states that tariff revenue will likely remain unchanged despite the tariffs increase.
231. https://www.tradersagency.com/copper-stocks-300k-investment-shortage/ - * The article discusses a significant copper shortage, with claims of a supply gap of 10 million tons annually and a projected 25% shortfall. * It highlights that copper is vital for electrification, renewable energy, and electric vehicles, with demand increasing exponentially. * Major investors like Stanley Druckenmiller and technology companies are securing copper supply through private deals. * The article advocates trading copper via futures or ETFs and investing in copper mining stocks such as Freeport-McMoRan, Southern Copper, and Hudbay Minerals. * The overall outlook suggests copper prices will continue to rise due to supply constraints and increasing demand driven by green energy and electrification trends.
232. https://blog.se.com/energy-management-energy-efficiency/2026/03/04/the-electrical-room-is-becoming-an-energy-hub-a-reality-shaped-in-europe/?utm_source=rss&utm_medium=feed&utm_campaign=rss_campaign - * European energy infrastructures are transforming due to decarbonization, electrification, grid constraints, and renewable growth. * Electrical rooms are becoming energy hubs, integrating renewable generation, storage, and new loads. * Energy landscape in Europe is dynamic, with rapid scaling of solar PV, storage, and EV charging. * New Electrical Distribution focuses on modular, digital, and flexible architectures for energy management. * The shift aims to enhance safety, performance, resilience, efficiency, and sustainability. * The company promotes confidence in integrating PV, storage, and EV charging safely and effectively.
233. https://www.edp24.co.uk/news/25906654.uk-power-networks-complete-major-2-5m-project-lowestoft/?ref=rss - * Over 18 months, a substation in Lowestoft was upgraded, including construction of a new switch house and installation of 33,000-volt switchgear. * The project involved replacing two circuit breakers with seven, enabling reconfiguration of power flows. * UK Power Networks invested £2.5 million to enhance reliability and support growth in green energy, electric vehicles, and heat pumps. * The upgrade aims to deliver long-term benefits and increased power stability for the area. * The company owns and maintains infrastructure delivering electricity to 20 million across South East, London, and East of England.
234. https://www.asiapacific.ca/publication/us-launches-trade-bloc-stockpile-counter-chinas-grip - * The U.S. initiated a critical minerals alliance and stockpile to challenge China's market power, involving 55 countries including Canada, Australia, Japan, and the EU. * The U.S. announced plans for a trade zone with price floors and tariffs for critical minerals, supported by private financing and emergency supplies. * Project Vault, a US$12-billion critical minerals reserve, aims to stockpile key materials and enhance supply chain resilience amid China's control. * Canada has not yet joined the trade zone, citing concerns over broader trade agreements and strategic dependencies. * Experts warn China will intensify efforts to maintain dominance, possibly through investments, research, and export controls.
235. https://investinglive.com/commodities/td-cowen-sees-the-best-macro-backdrop-for-metals-in-years-20260122/ - * TD Cowen issues bullish outlook for metals, citing a strong macroeconomic environment and underinvestment. * Copper supply growth is projected to fall significantly in 2025 to 1.4%, due to mine disruptions and underinvestment. * Copper deficit forecasts extended through 2027, with prices revised to $5.00/lb. * Supply delays at major mines could drive copper prices higher than forecasted. * Uranium prices are increased to a long-term target of $90/lb, supported by new reactor build announcements and government efforts. * Focus on copper producers with advantageous costs, including Capstone, Hudbay, and Lundin Mining. * Investor caution advised for the iron ore market due to expected surplus in 2026 and trade policy uncertainties.
236. https://thehilltoponline.com/2026/02/17/u-s-launches-critical-minerals-coalition-at-54-nation-summit/ - * The United States hosted the largest diplomatic meeting on critical minerals in history, focusing on reducing dependence on China.* The summit aimed to diversify supply chains controlling critical minerals vital for technology and defence.* The Forum on Resource Geostrategic Engagement (FORGE) was launched to coordinate pricing and development.* The US signed 11 new bilateral frameworks with countries including Argentina, Guinea, and Uzbekistan.* President Trump announced Project Vault to establish a US domestic reserve for critical minerals.* The administration's approach has received mixed assessments, with concerns over global dependence shifts and execution challenges.
237. https://www.df.cl/regiones/antofagasta/empresas/escondida-hace-llamado-al-gobierno-para-que-intervenga-por-huelga-de - • La huelga del Sindicato N° 2 de Finning afecta la cadena operativa de la minería en Chile. • Finning Chile, proveedor clave de equipos y repuestos, está bloqueada por la movilización. • Empresas como Escondida y Codelco enfrentan retrasos en accesos y cambios de turno. • BHP, afectada desde hace cuatro días, solicita urgente intervención de las autoridades. • El conflicto surge por disputa en bonos de negociación colectiva y discriminación en pagos. • La negociación entre sindicato y empresa continúa sin avances, con cambios en condiciones del diálogo.
238. https://skillings.net/2026-critical-minerals-ministerial-inside-the-54-nation-forge-alliance-to-break-the-china-chokehold/ - * On February 4, 2026, Secretary of State Marco Rubio convened 54 countries and the European Commission in Washington to launch FORGE, a multilateral framework aimed at restructuring global critical minerals supply chains. * China controls approximately 90% of rare earth processing and around 75% of lithium chemical production, creating a processing bottleneck. * FORGE replaces the Minerals Security Partnership, operating outside WTO and OECD, with US-led policy coordination and investment mechanisms. * The US signed frameworks with 11 countries and agreements with the EU, Japan, and Mexico to facilitate upstream mining, downstream processing, and trade interventions. * A proposed border-adjusted price floor aims to prevent China’s market dumping of critical minerals, revolutionising trade policies. * Project Vault is a stockpiling initiative supported by the Export-Import Bank to buffer against supply shocks. * The success of FORGE depends on implementation of trade and subsidy mechanisms, with progress measured by critical mineral production outside China.
239. https://www.devdiscourse.com/article/law-order/3782081-machinery-contractor-ends-labor-dispute-at-chiles-copper-mines - * Machinery contractor Finning reaches a labour agreement with striking employees in Chile. * Dispute involved blockades at Escondida and Zaldivar copper mines. * Striking started at the beginning of the month, causing sporadic disruptions. * Agreement restores operations after weeks of disruption, affecting productivity in one of the world's largest copper regions.
240. https://diggers.news/business/2026/01/28/zambia-misses-1m-tonne-copper-production-target-for-2025/ - - Zambia produced 890,345 tonnes of copper in 2025, an eight percent increase from 2024. - The target of one million tonnes was not reached, attributed to shutdowns at Sino Metals leach plant due to pollution and reduced output at FQM Trident Mine. - The mining sector experienced growth through investment and global economic trends, despite setbacks. - Mines and Minerals Development Minister Paul Kabuswe provided the update on sector performance.
241. https://www.jdsupra.com/legalnews/u-s-signs-trade-deals-with-taiwan-and-3446987/ - * The U.S. issued agreements with Taiwan and Indonesia, with details on entry into force and tariff modifications. * The agreements include tariff schedule reductions, with specific rates for Taiwan and Indonesia-origin goods entering the U.S. * Both agreements encompass non-tariff barrier eliminations and policy reforms such as labour and intellectual property standards. * Entry into force depends on internal procedures in the countries, with discussions on legislative approval in the U.S. * Legal challenges to tariff authority may affect the agreements' implementation and terms.
242. https://skillings.net/chinas-critical-minerals-export-controls-what-happens-next-and-who-gets-squeezed-in-2026/ - • China maintains export restrictions on rare earths and dual-use materials into 2026. • New controls on unprocessed rare earths came into force on 1 January 2026. • The whitelist system for tungsten, antimony, and silver restricts supply to 15-44 companies. • Japan faces immediate pressure as Chinese export controls affect supply chains. • Industry stakeholders are advised to diversify, stockpile, and monitor policy signals before November 2026.
243. https://bitcoinworld.co.in/china-us-tariffs-trade-relations/ - * China’s Ministry of Commerce issued an appeal for the US to dismantle Section 301 tariffs applied since 2018. * The trade dispute originated from US tariffs on Chinese imports, affecting approximately $450 billion in trade. * The tariffs have impacted sectors such as technology and agriculture, with notable disruptions and volatility. * International responses include cautious EU support and trade diversification efforts by ASEAN. * The trade tensions have influenced global supply chains, inflation, and market volatility, complicating future negotiations.
244. https://www.businesstoday.in/markets/stocks/story/why-auto-parts-steel-copper-aluminium-stocks-may-not-react-to-trump-tariff-verdict-517461-2026-02-23?utm_source=rssfeed - * US tariffs under Section 232 and Section 201 on steel, aluminium, and copper stay at 50 per cent. * Tariffs on automobiles and auto parts may continue at 25 per cent. * A 15 per cent global tariff under Section 122 has been maintained, affecting import restrictions. * These tariffs are linked to national security investigations and trade legal frameworks. * India's export tariff exposure is adjusted, with 55% facing 15% tariffs, and overall effective tariffs around 11-13%. * US tariffs are influenced by ongoing trade policies and legal considerations, particularly involving China, Vietnam, Japan, and South Korea.
245. https://www.theglobeandmail.com/investing/markets/markets-news/Business%20Wire/37348935/capstone-copper-resumes-operations-at-mantoverde/ - * Capstone Copper has resumed operations at the Mantoverde mine in Chile following a period of interruption due to an inability to access and operate the desalination plant. * The company expects to operate between 50% and 75% of normal production during a strike by Union #2, which began on January 2. * Capstone Copper remains willing to engage in discussions with the union, respecting legal procedures and seeking a resolution. * The Mantoverde mine is part of Capstone Copper’s global portfolio, with production impacted by labour disputes. * The company is based in Vancouver, Canada, and owns multiple copper mining assets across the Americas.
246. https://www.df.cl/empresas/mineria/capstone-copper-reanuda-operacion-de-mantoverde-pese-a-huelga-y-dice-que - * Capstone Copper anunció que la mina Mantoverde en la Región de Atacama reanudó operaciones tras una huelga de un mes. * La planta desalinizadora fue desbloqueada y se espera operar al 50-75% de capacidad durante la huelga. * La Corte de Apelaciones de Copiapó ordenó utilizar fuerza pública para evacuar el bloqueo de la desalinizadora. * La compañía propuso una oferta con bono de $15 millones, que fue rechazada por la mayoría de los sindicalizados. * La huelga afectó el acceso a la planta y las operaciones de la mina.
247. https://www.northernminer.com/news/capstone-restarts-a-limited-mantoverde-as-strike-lingers/1003887210/ - * Capstone Copper resumed operations at Mantoverde mine in Chile over the weekend, with production at 50% to 75% of normal levels due to a strike. * The strike by Union #2 began on January 2 and involves about 22% of the workforce. * Mantoverde, a core operation for Capstone in Chile, may produce 101,000 tonnes of copper this year, within the forecast range. * Capstone’s shares increased approximately 5% after reopening; the market cap is $12 billion. * The dispute escalated after a Jan. 18 incident at the desalination plant, affecting water supply to the mine.
248. https://www.lusakatimes.com/2026/02/04/mopani-halts-underground-mining-at-kitwe-and-mufulira/ - * Mopani Copper Mines suspends underground operations at Kitwe and Mufulira in Zambia after safety incidents within three weeks.
249. https://www.fool.com.au/2026/02/06/capstone-copper-shares-in-a-slump-despite-good-news-out-of-chile/ - * Shares in Capstone Copper declined by 4.5% on Friday morning, despite the strike at its Mantoverde mine in Chile ending.* The strike involved union members, started on January 2, and resulted in halts to sulphide operations and disruptions to water supply.* A new three-year collective bargaining agreement was signed with Union #2, which represented about 22% of the workforce.* Most miners, including BHP, South32, and Rio Tinto, also declined in share price.* Capstone owned 70% of Mantoverde, with operations previously affected by the strike and water supply issues.
250. https://skillings.net/water-scarcity-in-the-atacama-the-real-threat-to-2026-production/ - * Water scarcity in the Atacama Desert impacts Chile's copper production, with potential effects on 2026 output. * Mining operations rely on costly desalination, increasing production costs and vulnerability. * Desalination plants are single points of failure, with risks of operational disruption affecting output. * Water constraints may lead to reduced production, delayed projects, and increased costs. * The issue poses a global copper supply risk, affecting markets and industries dependent on Chilean copper.
251. https://www.fxstreet.com/news/copper-tariffs-and-deficits-keep-prices-bid-td-securities-202602261644 - ['* TD Securities analysts forecast copper remaining well supported due to tariffs, supply deficits, and stockpiling by major consumers.', '* Copper is expected to reach new highs over the next six months.', '* Aluminium also expected to trade near record levels amid US tariffs and regional deficits.', '* The article discusses the impact of tariffs and supply constraints on commodity prices.']
252. https://www.brecorder.com/news/40408192/lme-copper-set-for-third-weekly-decline-on-growing-inventories-low-liquidity - * LME copper declined for the third week, influenced by growing inventories and a stronger US dollar. * Copper inventories in LME warehouses increased by 925 tons to 225,575 tons, the highest since March 2025. * The Shanghai Futures Exchange will reopen on February 24. * US commodity exchange received an application to list a copper warehouse in Chicago amid trader stockpiling due to import tariffs. * Copper prices are supported by mine disruptions and delays in new project developments in Chile and Peru.
253. https://www.moneyweb.co.za/mineweb/copper-heads-for-third-weekly-decline-as-inventories-stack-up/ - - Copper prices are on track for a third weekly loss amid rising inventories in global exchange-tracked warehouses. - Inventories have reached an 11-month high, indicating weaker demand from industrial users. - Futures on the London Metal Exchange were nearly unchanged, with prices at $12,830 per tonne. - Demand in China has been weakening since September, leading to increased domestic inventories. - Market activity remains thin due to the Lunar New Year break in China, with renewed attention on reopening effects.
254. https://cceonlinenews.com/construction/projects/mega-construction-projects-in-the-united-states-2026/ - * The US experienced an unprecedented infrastructure construction boom in 2026, with investments across transportation, urban development, and energy sectors. * Key projects include the Gateway Hudson Tunnel, California High Speed Rail, JFK Airport new terminal, and the Gordie Howe International Bridge. * The projects involve significant capital, technology, and engineering challenges, impacting the US economy and infrastructure. * Notable projects are aimed at improving rail, airport capacity, highway congestion, and port logistics. * The US government supports infrastructure growth through federal funding, notably via the Infrastructure Investment and Jobs Act.
255. https://thearabianpost.com/copper-slides-towards-third-weekly-fall/ - * Copper prices edged higher on Friday but remained on course for a third consecutive weekly decline. * The US dollar index strengthened, impacting demand for metals in other currencies. * China's mixed factory data and subdued property investment raised industrial consumption concerns. * Disruptions in Latin American mining operations and supply-side challenges constrained output. * Investors have become more cautious, trimming bullish copper futures positions amidst macroeconomic uncertainties.
256. https://www.dws.com/en-sg/insights/cio-view/charts-of-the-week/2026/copper-between-shortage-and-stockpiling/ - • Copper prices reached over USD 14,500 per tonne in January, easing slightly to above USD 13,000. • Market tightness caused by the Grasberg mine landslide, supply deficits, and focus on concentrate supply. • China responded with reserve expansion and margin tightening; inventories increased seasonally. • US building historical copper stockpiles, with over 590,000 tonnes in early February 2026. • Long-term demand driven by infrastructure projects, energy, and digital sector growth.
257. https://www.tickmill.com/blog/china-manufacturing-jump-underpins-copper - * Chinese manufacturing PMI rose to 52.1 in August, the highest since December 2020. * The data indicates widespread growth across production, new orders, and employment. * Copper prices rebounded following a decline, supported by improved factory activity in China. * US dollar volatility and geopolitical risks with Iran influence copper market outlook. * Technical analysis shows support levels around 5.8550, with potential for further gains.
258. https://cceonlinenews.com/investment-finance/top-construction-companies-in-the-usa/ - * The US construction industry generated $600.6 billion in 2024, a 7.9% increase, driven by federal infrastructure legislation and data centre investments. * Major firms like Turner Construction, Bechtel, and Kiewit lead the market, with significant revenue and project wins in 2024. * Infrastructure, energy, and data centres are primary sectors underpinning growth, with a focus on transportation, water, LNG, and AI infrastructure. * The market forecast projects a 5.6% growth in 2026, reaching approximately $1.27 trillion, with labour shortages remaining a key challenge. * Notable mega-projects include CHIPS Act manufacturing plants and new sports stadiums, highlighting innovation and diversification in the sector.
259. https://skillings.net/the-14-billion-pivot-deconstructing-glencores-massive-asset-disposal-to-fund-a-copper-first-future/ - * Glencore is selling approximately $14 billion in assets across Kazakhstan and the DRC to fund doubling copper production by 2035.* * The disposals include 70% of Kazzinc in Kazakhstan and 40% of Mutanda and Kamoto copper-cobalt operations in DRC.* * The strategy aims to focus on copper, amidst a forecasted global deficit, with projects requiring around $11 billion in capital.* * Glencore increases its copper focus through asset sales, reducing operational complexity and geopolitical exposure.* * Broader copper market signals a supply deficit inflection point by 2026, driven by demand from electrification and infrastructure buildouts.*
260. https://skillings.net/rio-tinto-copper-strategy-what-it-is-why-it-matters-2026-outlook/ - * Rio Tinto allocates 85% of exploration budget to copper by 2026, emphasising a shift to copper-driven growth. * The company reports a 14% decline in net profit for 2025 but maintains dividends, signalling strategic repositioning. * Copper profit doubled in 2025, largely due to Oyu Tolgoi expansion in Mongolia. * Rio targets 3% annual growth in copper production through 2030 amidst global supply constraints. * The strategy responds to rising demand driven by electrification, EVs, renewable energy, and infrastructure build-out. * Major projects include the Winu copper-gold project in Australia, with a full feasibility study expected by end-2026. * Iron ore remains profitable, but growth focus is shifting towards copper exploration and development. * Major competitors also pursue copper opportunities, with execution and timing being key differentiators. * The strategy involves organic growth, bolt-on acquisitions, and joint ventures; environmental and geopolitical challenges remain. * Copper demand outlook remains positive but is subject to macroeconomic and geopolitical risks.
261. https://mining.com.au/doctor-is-in-copper-making-a-comeback/ - * Copper prices surged to a record US$11,870 per tonne in December 2025 due to strong demand and supply disruptions. * Major mining companies like Rio Tinto and BHP highlight copper's role in their growth strategies, with Rio Tinto allocating about 85% of its exploration budget to copper. * Australian copper output forecast for 2026-27 revised down by 3%, despite recent increases. * Global demand for copper is expected to grow by 2.3% in 2025 and 3% in 2026-27, driven by energy technology and data centres. * Disruptions at key mines and trade dynamics influence future supply and prices.
262. https://www.openpr.com/news/4400943/united-states-copper-market-to-witness-strong-growth-driven - * The US is experiencing strong growth in the copper market driven by electrification, infrastructure funding, and policy support, including designation as a critical mineral. * Major projects and technological advances are enhancing domestic copper supply, recycling, and processing efficiency. * Asia-Pacific dominates with 55% of global copper consumption, led by China and India, supported by rapid urbanisation and industrialisation. * North America accounts for about 15%, while Europe holds around 20% in demand, with sustainability policies influencing consumption. * The market is shaped by advancements in smelting, recycling, and increased use in renewable energy and electric vehicles.
263. https://bitcoinworld.co.in/copper-prices-chinese-demand-ing/ - * Global copper prices are rising due to strong Chinese industrial demand and tight supply conditions, with prices up approximately 18% year-to-date on the London Metal Exchange. * Chinese consumption, driven by government stimulus and infrastructure projects, accounts for over 50% of global refined copper demand. * The rally is supported by increases in imports, inventory drawdowns, and prospects of supply disruptions from key regions like Chile and Peru. * Long-term demand is bolstered by China's green energy investments, electronic vehicle growth, and infrastructure upgrades, creating a structurally bullish outlook. * Market volatility persists amid macroeconomic risks, but physical market tightness provides tangible support for the rally.
264. https://chemindigest.com/romulo-mucho-global-mining-must-double-copper-output/ - ['* Rómulo Mucho states that global copper production must increase by up to 100% over the next 25 years to meet rising energy transition demands.', '* The international energy sector heavily relies on copper for renewable energy, electric vehicles, and grid infrastructure.', '* Developing new mines requires long lead times; exploration and innovation are crucial to meet demand.', '* Peru, as a major copper producer, faces institutional challenges but holds key opportunities to bridge future supply gaps.', '* The upcoming World Mining Congress 2026 in Peru will focus on critical mineral supply and mining innovations.']
265. https://skillings.net/mmm-outlook-2026-navigating-volatility-in-the-energy-transition/ - * The mining sector faces regulatory headwinds, margin compression, and cost inflation in 2026. * Electrification demand exceeds general economic growth, notably increasing copper and aluminium needs. * Supply deficits in copper (400-800 kilotons) are projected for 2026, with constraints on aluminium production. * Implementation of the EU's CBAM introduces significant costs for metals exporters, especially aluminium. * Persistent inflation and energy costs increase mine operating expenses, compressing margins. * Market volatility in metals like copper and aluminium is expected to widen due to supply-demand dynamics. * Companies with strategic planning for CBAM and operational efficiency will be better positioned. * Geopolitical resource control measures are escalating, adding risks. * The overall environment necessitates strategic responses such as supply chain diversification and cost containment.
266. https://smallcaps.com.au/article/where-are-the-new-copper-discoveries-deficit-remains-small-caps-to-benefit - * Copper is experiencing a structural shift due to increasing demand from renewable energy, AI, and power grid modernisation. * Major banks like Goldman Sachs and J.P. Morgan forecast a prolonged supply deficit, with prices potentially reaching $12,500/mt by 2026. * Disruptions at major mines and the lack of new large copper discoveries are intensifying supply concerns. * ASX-listed companies such as Austral Resources and Alma Metals are positioned to benefit from rising copper prices. * Mining majors like BHP, Rio Tinto, and Fortescue are increasing their copper exploration and production efforts.
267. https://mining.com.au/coppers-comeback-confidence-capital-and-climbing-consumption/ - * Copper prices are trending higher, driven by demand from electrification, renewable energy, and AI data centres. * Major miners report declines in output due to operational disruptions, grade issues, and permitting delays. * Exploration activity is increasing in jurisdictions like British Columbia and Queensland, focusing on high-grade copper projects. * Companies like Star Copper and Pivotal Metals are deploying advanced geophysical surveys to inform drilling. * Industry concerns centre on supply shortages, rising costs, and the need for large-scale, efficient mines in stable jurisdictions. * Experts forecast that most new copper production in the next decade will come from the US, Chile, Peru, and Australia.
268. https://kalkinemedia.com/au/stocks/metal-and-mining/coppers-revival-is-reshaping-mining-confidence-across-australia - * Copper's renewed momentum is restoring confidence in Australian exploration pipelines. * Supply pressures due to declining ore grades and complex permitting environment are highlighting Australia's importance. * Exploration programs are regaining momentum supported by improved funding and long-term demand beliefs. * Market focus is shifting towards high-quality projects with supportive jurisdictions. * Technological advancements are central to exploration efficiency and targeting accuracy. * Capital discipline and long-term development focus are shaping the next phase of copper supply. * Copper's role in infrastructure and renewable energy underpins future demand growth.
269. https://fmdrc-zambia.com/perus-minerals-to-play-key-role-in-global-electrification-push-over-next-decade/?utm_source=rss&utm_medium=rss&utm_campaign=perus-minerals-to-play-key-role-in-global-electrification-push-over-next-decade - * Peru holds essential resources such as copper and silver important for renewable energy, power grids, storage, and electromobility. * Industry needs to double production and shorten project timelines to avoid a supply gap starting next year. * Copper project development can take 20-30 years, but demand is expected to rise significantly within a decade. * Peru has an opportunity to become a strategic supplier in the critical minerals market. * The upcoming World Mining Congress 2026 in Lima aims to address how the industry can meet these challenges.
270. https://www.openpr.com/news/4408354/overhead-transmission-lines-the-10-35-billion-backbone - * The global market for overhead transmission lines was valued at US$ 8.10 billion in 2024. * It is projected to grow at a CAGR of 3.4% to reach US$ 10.35 billion by 2031. * Growth is driven by increasing electricity demand, renewable energy integration, and advanced conductor technology. * Asia-Pacific region is a primary growth area due to government-led infrastructure initiatives. * The industry outlook remains stable, with emphasis on upgrading existing infrastructure and high-capacity greenfield projects.
271. https://arynews.tv/copper-price-today-in-pakistan-1-kg-tamba-rate-march-2-2026 - * Local copper prices in Pakistan are approximately Rs. 5,500 per kg for Millberry scrap and Rs. 5,800 to Rs. 6,200+ per kg for refined copper. * International copper prices are around $6.00–$6.02 per pound, supported by supply tightness and demand recovery. * The global benchmark price in the London Metal Exchange stands at approximately $13,300–$13,340 per tonne. * Prices reflect ongoing supply concerns, increasing demand from EVs and renewable energy sectors, and currency exchange rates. * Copper remains critical for energy transition, influencing costs in electrical, construction, and renewable sectors worldwide.
272. https://carboncredits.com/copper-prices-surge-above-13000-best-copper-stocks-to-watch-in-2026/ - * Copper prices on the London Metal Exchange reached over $13,000, peaking at $14,527.50 per metric ton on January 29. * The price rally is driven by AI-driven demand, global supply constraints, and geopolitical risks. * Copper is central to the energy transition, with increased use in electric vehicles, renewable grids, and data centres. * Analysts forecast a structural deficit, with some predicting a shortfall in 2026. * Mining companies are increasing investments, with several key producers planning to expand production and capacity.
273. https://whtc.com/2026/03/03/explainer-what-chinas-next-five-year-plan-may-hold-in-store-for-commodity-markets/ - * China will unveil its next five-year plan at the annual parliamentary meeting, signalling sector policies and funding priorities. * The plan is expected to address climate controls, renewable energy, and possibly sustain current coal use. * It may outline responses to peak oil production and consumption, with continued focus on natural gas. * Rare earths, critical minerals, and domestic stockpiling are highlighted, especially copper and scrap markets. * The plan will address overcapacity in steel, copper, and other industries, possibly linking production to carbon emissions. * Food security and agricultural innovation, including GM crops and diversification of import sources, are areas of focus.
274. https://www.kbc.co.ke/what-to-watch-at-chinas-two-sessions-as-new-five-year-plan-begins/ - * The 15th Five-Year Plan (2026-2030) is under review during China’s upcoming ‘two sessions’ in Beijing.* The meetings will review the draft outline, economic policies, and legislative agendas.* China’s economy surpassed 140 trillion yuan in 2025, with targets met or exceeded.* The new plan emphasises strategic priorities like supply-chain capacity and low-carbon transformation.* Legislation on environmental, ethnic unity, and development planning laws will be discussed.* Innovation in industries such as quantum tech, biomanufacturing, and 6G is prioritised.* China highlights cooperation, openness, and multilateralism on the international stage.