Commodities Report: Copper futures (HG) | 2026-04-21 06:15 UTC [QXRJ] | Bullish | tightening

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1. https://www.constructionowners.com/news/construction-outlook-weakens-beyond-data-centers - In 2026, the US construction industry faces uncertainty as growth driven by AI infrastructure and data centers masks weakness in traditional sectors like office, retail, and multifamily housing. While data center contractors benefit from extended backlogs, rising material and transportation costs persist. Overall construction pipelines have contracted to 2016 levels, with economists predicting a period of stabilization rather than expansion due to trade policy uncertainty and labor cost pressures.
2. https://dailybusinessgroup.co.uk/2026/04/ministers-to-weaken-gas-link-to-electricity-prices/ - The UK government, led by Energy Secretary Ed Miliband and Chancellor Rachel Reeves, announced a scheme to weaken the link between electricity prices and gas costs. The plan involves moving older renewable generators to fixed-price contracts to protect consumers from supply chain shocks and volatile fossil fuel prices. While opponents argue this may not lower bills due to existing taxes, the government emphasises that clean energy is essential for financial and national security amidst global conflicts and climate change challenges.
3. https://www.prnewswire.com/news-releases/chinas-q1-economy-tops-forecasts-in-solid-start-302748224.html - * China's economy expanded 5% year-on-year in Q1 2026, with industrial output jumping 6.1%. * High-tech manufacturing added value surged 12.5%, while equipment manufacturing climbed 8.9%. * Digital product manufacturing rose 11.2%, and integrated circuit manufacturing output increased 49.4%. * Fixed-asset investment reversed decline to rise 1.7%, driven by 8.9% growth in infrastructure spending. * The producer price index turned positive for the first time in 41 months, ending a prolonged decline.
4. https://www.mining.com/web/us-mineral-stockpile-to-be-open-to-all-traders-ex-im-bank-says/ - The US Export-Import Bank announced that its $12 billion Project Vault critical minerals stockpile will be accessible to all trading companies, removing previous supplier restrictions. Ex-Im Bank chairman John Jovanovic stated the initiative, launched in February with support from firms like Hartree Partners and Traxys, operates as an open, demand-driven model. The project aims to help US manufacturers insulate against price volatility and reduce reliance on Chinese-processed minerals by combining private capital with a $10 billion loan. It covers 60 critical minerals, including rare earths and copper, with a target launch this year.
5. https://www.prnewswire.com/news-releases/chinas-q1-economy-tops-forecasts-in-solid-start-302748224.html - * China's industrial output grew 6.1% year on year in Q1 2026, outpacing the previous quarter. * High-tech manufacturing surged 12.5% while equipment manufacturing climbed 8.9%, contributing significantly to growth. * Digital product manufacturing rose 11.2%, with electronic material and integrated circuit outputs increasing by 32.5% and 49.4% respectively. * Production of key tech products including 3D printing equipment, lithium-ion batteries, and industrial robots expanded sharply. * Industrial profits rebounded 15.2% in January and February, with tech and equipment sectors leading the recovery.
6. https://www.mining.com/web/us-mineral-stockpile-to-be-open-to-all-traders-ex-im-bank-says/ - The US Export-Import Bank announced that its $12 billion Project Vault critical minerals stockpile will be accessible to all trading companies, removing previous supplier restrictions. Ex-Im Bank chairman John Jovanovic stated the initiative, launched in February with support from firms like Hartree Partners and Traxys, operates as an open, demand-driven model. The project aims to help US manufacturers insulate against price volatility and reduce reliance on Chinese-processed minerals by combining private capital with a $10 billion loan. It covers 60 critical minerals, including rare earths and copper, with a target launch this year.
7. https://thediplomat.com/2026/04/the-uncertain-future-of-the-china-myanmar-economic-corridor/ - The future of the China-Myanmar Economic Corridor (CMEC) remains uncertain despite renewed diplomatic engagement between China and Myanmar's military administration. Ongoing conflict in key project zones, including Kyaukpyu and Shan State, alongside unresolved financing models and economic viability concerns, threatens the construction phase of major infrastructure projects like the Kyaukpyu Deep-Sea Port and Muse-Kyaukphyu Railway. While China seeks to maintain strategic access to the Indian Ocean, security risks and potential project dormancy cast doubt on near-term progress.
8. https://www.bloomberg.com/news/articles/2026-04-21/chinese-copper-output-hits-record-on-tailwind-from-sulfuric-acid - * China produced 1.33 million tons of refined copper in March, marking a record volume since 1990. * First quarter output totaled 3.785 million tons, representing a 9.3% year-on-year increase. * Surging prices of byproduct sulfuric acid incentivised higher production levels and improved industry profitability. * The National Bureau of Statistics released the figures on Tuesday. * Record output aligns with copper's role as a key material for the energy transition.
9. https://www.bloomberg.com/news/articles/2026-04-21/chinese-copper-output-hits-record-on-tailwind-from-sulfuric-acid - * China produced a record 1.33 million tons of refined copper in March, the highest level since 1990. * Total first-quarter output reached 3.785 million tons, representing a 9.3% year-on-year increase. * Surging prices of byproduct sulfuric acid incentivised smelters to increase production and improve profitability. * The National Bureau of Statistics reported the figures on Tuesday. * Copper remains a critical material for the global energy transition and electrification efforts.
10. https://www.bloomberg.com/news/articles/2026-04-21/south-korean-battery-stocks-rally-on-mercedes-benz-partnership - * Shares of South Korean battery manufacturers surged following the announcement of supply agreements with Mercedes-Benz Group AG. * Samsung SDI Co. led the gains, rising up to 19% after securing its first contract with the German automaker. * The multi-year deal involves the supply of high-nickel nickel-cobalt-manganese batteries for Mercedes's next-generation electric SUVs and coupes. * The partnership provides a boost to the battery sector amid concerns over a slowing global transition to electric vehicles. * The agreement highlights continued demand for advanced battery technologies in the electric vehicle supply chain.
11. https://news.metal.com/newscontent/103867095-Metals-Fell-Broadly-Lithium-Carbonate-Dropped-Nearly-4-SHFE-Silver-and-SHFE-Aluminum-Led-Declines-Alumina-and-Polysilico - China's raw material industry value-added increased 4.6% year-on-year in Q1, with the non-ferrous metals sector growing 2.6%. While domestic base metals like copper and aluminum fell midday on April 21, ferrous metals and alumina rose. The State Council Information Office highlighted capacity optimization in cement and innovation in carbon fiber. Globally, LME metals and precious metals declined, though Iran-US negotiations offered some relief to oil prices.
12. https://powerpeakdigest.com/derc-proposes-to-remove-11-kv-limit-for-green-open-access/ - The Delhi Electricity Regulatory Commission (DERC) has proposed amending its Green Energy Open Access (GEOA) framework to eliminate the minimum 11 kV voltage requirement for consumer eligibility. Currently, consumers must have a sanctioned load of 100 kW and 11 kV connectivity. The amendment aims to include Low Tension (LT) connections, benefiting sectors like telecom and MSMEs. Stakeholders can submit feedback until May 5, 2026. The change is prospective and does not alter existing charges or technical provisions.
13. https://www.gurufocus.com/news/8802537/battery-installations-set-to-jump-33-as-costs-fall-and-demand-surges - Global battery installations are projected to increase by approximately 33% in 2026, driven by falling costs, rising electricity demand, and geopolitical factors. Costs have dropped roughly 75% since 2018 and are expected to decline further through 2035. Key developments include multi-gigawatt-hour systems in China and Australia, deployments of Tesla Megapacks at xAI's site in the US, and expansion in Europe, India, Brazil, and Egypt. Challenges such as grid connection delays and reliance on Chinese supply chains persist.
14. https://www.edie.net/uk-to-streamline-planning-rules-to-unlock-grid-infrastructure/ - Energy Secretary Ed Miliband announced plans to streamline planning regulations for grid infrastructure on 21 April. The measures allow larger electricity substations to be built without full planning applications and create simpler routes for routine grid works. These changes aim to facilitate rapid grid expansion to support growing demand from electric vehicles and data centres. The government will also consult on early ground surveys for major transmission projects and launch a cross-government initiative to expand onsite renewable energy on public estates.
15. https://carnewschina.com/2026/04/21/geely-nev-exports-soar-479-as-china-ships-349000-evs-up-139-9-amid-oil-shock/ - China exported 349,000 new energy vehicles in March, a 139.9% year-on-year increase, driven by rising global oil prices due to Strait of Hormuz disruptions. Geely's NEV exports specifically jumped 479% to 51,000 units. In Australia, Chinese brands captured a 25% market share, ending Japanese dominance, as fuel price hikes shifted consumer demand toward electric vehicles. However, structural barriers like high pricing in Colombia and infrastructure delays persist.
16. https://www.independent.co.uk/news/china-solar-india-london-associated-press-b2961460.html - According to a report by energy think tank Ember, renewable energy generation grew by 887 terawatt hours in 2025, exceeding global electricity demand growth of 849 terawatt hours. Solar power, driven largely by growth in China and India, accounted for three-quarters of the net rise in demand. This marks the first time in modern history that renewables comprised more than one-third of the world's electricity mix, while coal's share fell below one-third. Fossil fuel generation essentially halted globally, with China and India seeing declines in fossil fuel use for the first time this century.
17. https://www.greenbuildingafrica.co.za/chinas-clean-energy-equipment-exports-surge-70-to-us21-9-billion-in-march-2026/ - China's exports of solar products, lithium-ion batteries, and electric vehicles reached a record US$21.9 billion in March 2026, representing a 70% year-on-year increase. This growth is attributed to rising global demand, elevated oil and gas prices linked to regional conflicts, and shifts in export rebate policies. China maintains over 80% market share in key solar manufacturing stages, reinforcing its dominance in global clean energy supply chains.
18. https://www.theguardian.com/environment/2026/apr/21/clean-energy-generation-exceeded-rise-global-electricity-demand-2025 - Research by Ember indicates that all global electricity demand growth in 2025 was met by renewable sources, with fossil fuel generation remaining flat. Solar power generation rose by nearly a third, driven largely by China, and accounted for three-quarters of the demand increase. India also recorded record clean generation, reducing its coal dependence. Battery storage facilitated the use of approximately 14% of additional solar generation. Experts highlight the need for grid modernization to support future electrification of transport and heating sectors.
19. https://www.24newshd.tv/21-Apr-2026/topless-turkey-miners-stage-hunger-strike-unpaid-wages - Approximately 90 miners from Doruk Mining, a subsidiary of Yildizlar SSS Holding, staged a sit-in and hunger strike outside Turkey's energy ministry in Ankara. The workers, members of the Independent Miners' Union, walked 180 kilometres from Eskisehir to demand payment of unpaid wages and severance entitlements. Police used tear gas and detained several union members upon their arrival. The dispute stems from unresolved compensation claims following the mine's transfer to Yildizlar SSS Holding in 2022.
20. https://www.digitaljournal.com/world/chinese-ai-circuit-board-maker-soars-on-hong-kong-debut/article - Victory Giant Technology Huizhou shares rose nearly 60 percent in early trading following its Hong Kong initial public offering, raising US$2.2 billion. The Guangdong-based manufacturer of high-end printed circuit boards for AI servers, including those for Nvidia, plans to utilise most proceeds to expand production in mainland China. This debut aligns with Beijing's strategic push to develop domestic semiconductor capabilities and reduce reliance on US hardware amid export restrictions.
21. https://indiashippingnews.com/cabinet-approves-two-multitracking-projects-covering-15-districts-across-the-states-of-uttar-pradesh-and-andhra-pradesh/ - The Cabinet Committee on Economic Affairs, chaired by Prime Minister Narendra Modi, has approved two Ministry of Railways projects with a total cost of Rs 24,815 crore. The Ghaziabad–Sitapur and Rajahmundry–Visakhapatnam lines will be upgraded to third and fourth tracks, adding 601 km to the network across 15 districts. Expected to alleviate congestion and enhance freight capacity, the projects aim to improve operational efficiency, reduce logistics costs, and support environmental goals by lowering CO2 emissions.
22. https://news.metal.com/newscontent/103865891-Copper-Wire-Rod-Exports-Declined-MoM-in-March-with-Saudi-Market-Seeing-a-Significant-DropSMM-Analysis - Copper wire rod exports from China declined 1.27% month-on-month in March 2026, driven by geopolitical conflicts in the Middle East and cyclical pullbacks. Saudi Arabia saw a sharp 87.4% drop in imports, falling from the top destination to seventh place due to weakened infrastructure demand and shipping disruptions. While overall exports remain up 73.71% year-on-year, analysts expect a rebound in April as tensions ease and downstream procurement recovers.
23. https://news.metal.com/newscontent/103865891-Copper-Wire-Rod-Exports-Declined-MoM-in-March-with-Saudi-Market-Seeing-a-Significant-DropSMM-Analysis - Copper wire rod exports from China declined 1.27% month-on-month in March 2026, driven by geopolitical conflicts in the Middle East and cyclical pullbacks. Saudi Arabia saw a sharp 87.4% drop in imports, falling from the top destination to seventh place due to weakened infrastructure demand and shipping disruptions. While overall exports remain up 73.71% year-on-year, analysts expect a rebound in April as tensions ease and downstream procurement recovers.
24. https://www.scmp.com/economy/china-economy/article/3350754/maker-chinas-c919-jet-weighs-supply-chain-weaknesses-amid-delivery-delays?utm_source=rss_feed - Commercial Aircraft Corporation of China (Comac) is reassessing geopolitical risks to its supply chain, particularly regarding foreign-sourced jet engines, as deliveries of its C919 passenger jet face delays. The Shanghai-based manufacturer delivered only 15 units in 2025, missing its target of 75, and has produced just five units in the first half of the current year against an aim of 28. Constraints include reliance on Western suppliers for core systems and manpower shortages.
25. https://neweconomics.org/2026/04/the-private-finance-myth - New Economics argues that relying on private finance for EU and UK infrastructure is a flawed strategy known as the 'private finance myth'. Citing a €366bn annual shortfall in the EU and a £40bn gap in the UK, the report claims private delivery often results in higher costs, poor social outcomes, and insufficient build-out speeds compared to public investment. The authors propose a three-step framework to help policymakers assess ownership structures based on full societal costs and benefits rather than immediate fiscal outflows.
26. https://www.greenbuildingafrica.co.za/chinas-clean-energy-equipment-exports-surge-70-to-us21-9-billion-in-march-2026/ - China's exports of solar products, lithium-ion batteries, and electric vehicles reached a record US$21.9 billion in March 2026, representing a 70% year-on-year increase. This growth is attributed to rising global demand, elevated oil and gas prices linked to regional conflicts, and shifts in export rebate policies. China maintains over 80% market share in key solar manufacturing stages, reinforcing its dominance in global clean energy supply chains.
27. https://www.chinadaily.com.cn/a/202604/21/WS69e6c9c6a310d6866eb44856.html - China's first quarter 2026 GDP expanded by 5 percent, underpinned by a 6.1 percent rise in industrial value added and a 12.5 percent surge in high-tech manufacturing. The shift towards AI-driven smart factories and green technology exports, including electric vehicles and lithium batteries, signals a structural upgrade from quantity to quality. This productivity growth aims to address domestic challenges like demographic pressure and debt overhang while boosting global competitiveness.
28. https://www.chinadaily.com.cn/a/202604/21/WS69e6c9c6a310d6866eb44856.html - China's first quarter 2026 GDP expanded by 5 percent, underpinned by a 6.1 percent rise in industrial value added and a 12.5 percent surge in high-tech manufacturing. The shift towards AI-driven smart factories and green technology exports, including electric vehicles and lithium batteries, signals a structural upgrade from quantity to quality. This productivity growth aims to address domestic challenges like demographic pressure and debt overhang while boosting global competitiveness.
29. https://www.fool.com.au/2026/04/21/rio-tinto-q1-fy26-production-growth-and-steady-guidance-drive-optimism/ - Rio Tinto Ltd reported a 9% year-on-year increase in copper equivalent production for Q1 FY26, driven by growth in copper and iron ore alongside resilient aluminium output. The company maintained its full-year production and cost guidance for 2026 despite weather-related disruptions in the Pilbara region. CEO Simon Trott attributed the performance to operating excellence and project ramp-ups, including Oyu Tolgoi. Key capital projects, such as Fenix 1B and Sal de Vida, achieved mechanical completion, with first production expected in the second half of 2026.
30. https://gestion.pe/mundo/internacional/chile-y-eeuu-avanzan-en-alianza-para-la-explotacion-de-minerales-criticos-noticia/ - Chile and the United States signed a memorandum of understanding to advance cooperation in developing critical minerals including copper, lithium, and rare earths. The agreement, signed on Monday, aims to support the global energy transition and reduce strategic competition with China. Chile, the world's largest copper producer and second-largest lithium producer, retains sovereign control over its natural resources. The non-binding framework outlines a roadmap for collaboration in financing, innovation, and productive development. Additionally, the nations agreed on a security pact where the US will provide one million dollars to strengthen Chilean civil police capabilities against organised crime.
31. https://carnewschina.com/2026/04/21/geely-nev-exports-soar-479-as-china-ships-349000-evs-up-139-9-amid-oil-shock/ - China exported 349,000 new energy vehicles in March, a 139.9% year-on-year increase, driven by rising global oil prices due to Strait of Hormuz disruptions. Geely's NEV exports specifically jumped 479% to 51,000 units. In Australia, Chinese brands captured a 25% market share, ending Japanese dominance, as fuel price hikes shifted consumer demand toward electric vehicles. However, structural barriers like high pricing in Colombia and infrastructure delays persist.
32. https://www.edie.net/uk-to-streamline-planning-rules-to-unlock-grid-infrastructure/ - Energy Secretary Ed Miliband announced plans to streamline planning regulations for grid infrastructure on 21 April. The measures allow larger electricity substations to be built without full planning applications and create simpler routes for routine grid works. These changes aim to facilitate rapid grid expansion to support growing demand from electric vehicles and data centres. The government will also consult on early ground surveys for major transmission projects and launch a cross-government initiative to expand onsite renewable energy on public estates.
33. https://www.freightwaves.com/news/application-process-opens-for-federal-crisi-rail-grants - The US Department of Transportation announced the opening of applications for $2.04 billion in Consolidated Rail Infrastructure and Safety Improvements (CRISI) grants for fiscal years 2025 and 2026. The Federal Railroad Administration will support infrastructure projects for short lines, regional railroads, and passenger rail operations. Applications are due by 11:59 p.m. on June 22, 2026. The program has provided nearly $6 billion in funding since 2017.
34. https://www.abc.net.au/news/2026-04-21/hillside-copper-mine-cultural-heritage-agreement/106167974 - Native title holders representing the Narungga Nation allege Rex Minerals has bulldozed culturally significant areas and commenced development at the Hillside copper mine in South Australia without a formal Indigenous benefits agreement. While Rex Minerals claims continuous engagement and compliance with heritage laws, the group has sought federal intervention for stop-work orders. The dispute involves allegations of artefact destruction and the termination of a community monitor, contrasting with the company's assertion of good faith negotiations regarding a benefits package.
35. https://www.kvrr.com/2026/04/20/red-lake-nation-strongly-opposes-action-approving-mining-in-boundary-waters-watershed/ - Red Lake Nation has issued a statement opposing a recent U.S. Senate vote to allow sulfide-ore copper mining in the Boundary Waters watershed. The tribe argues that such mining poses a well-documented risk of permanent water contamination, threatening downstream ecosystems, fisheries, wild rice, and local communities. They are calling on federal officials to respect treaty obligations and reconsider actions that prioritise short-term extraction over long-term stewardship.
36. https://www.gurufocus.com/news/8803423/zambias-copper-supply-tightens-amid-maintenance-at-smci-and-sulfuric-acid-shortages - Zambia's major copper smelters, Mopani and Chambishi, face extended maintenance later this year, reducing copper and sulfuric acid supplies. Global sulfuric acid disruptions due to the Iran conflict and cutbacks in the Democratic Republic of Congo further constrain availability. Zambia's sulfuric acid stocks are depleted, limiting exports despite tightened controls. Underinvestment has hampered production, with output falling short of targets, contributing to projected global supply tightening.
37. https://www.gurufocus.com/news/8803423/zambias-copper-supply-tightens-amid-maintenance-at-smci-and-sulfuric-acid-shortages - Zambia's major copper smelters, Mopani and Chambishi, face extended maintenance later this year, reducing copper and sulfuric acid supplies. Global sulfuric acid disruptions due to the Iran conflict and cutbacks in the Democratic Republic of Congo further constrain availability. Zambia's sulfuric acid stocks are depleted, limiting exports despite tightened controls. Underinvestment has hampered production, with output falling short of targets, contributing to projected global supply tightening.
38. https://www.gurufocus.com/news/8803619/southern-copper-scco-appoints-interim-ceo-and-secures-tia-maria-mining-permit - On April 20, 2026, Southern Copper Corp appointed Leonardo Contreras Lerdo de Tejada as interim CEO following the death of Oscar Gonzalez Rocha. Simultaneously, the Peruvian government reauthorized the mining permit for the $1.8 billion Tia Maria project. Production is anticipated to commence by late 2026 or early 2027, targeting 120,000 metric tons of copper annually over 20 years.
39. https://www.adomonline.com/rising-tensions-in-nzema-residents-protest-adamus-resources-operations-urge-lands-minister-to-intervene/ - Residents in Salma, Akamko, and Bamiako within the Ashanti Region protested Adamus Resources, alleging the company neglected community responsibilities and denied local economic opportunities. Demonstrators set ablaze a security post and blocked the mine entrance, demanding the cession of part of the concession for community mining. Military and police intervened to restore order. Protesters urged Lands Minister Emmanuel Armah-Kofi Buah and President John Dramani Mahama to investigate the situation, citing unemployment and security threats.
40. https://www.northernminer.com/news/b2gold-trims-q2-output-after-goose-fire/1003890172/ - B2Gold reported a reduction in second-quarter output from its Goose mine in Nunavut following a fire at the crushing circuit on April 16. The incident caused no injuries but lowered expected production to 18,000-20,000 ounces, down from 29,000 ounces. Repairs are estimated at $10 million and scheduled for completion in the third quarter. The company maintains its full-year guidance of 170,000 to 230,000 ounces.
41. https://www.jdsupra.com/legalnews/new-section-232-calculations-and-ieepa-3287519/ - On April 2, 2026, President Trump issued a proclamation revising Section 232 tariffs on steel, aluminum, and copper, changing calculation methods to include the entire product value and adjusting rates effective April 6, 2026. Separately, following a Supreme Court ruling striking down IEEPA tariffs, U.S. Customs and Border Protection (CBP) announced the launch of the Consolidated Administration and Processing of Entries (CAPE) system on April 20, 2026, to process refunds for IEEPA duties paid over the past year. Eligible importers and brokers can submit claims via the ACE Portal.
42. https://www.jdsupra.com/legalnews/draft-law-for-the-promotion-of-8723943/ - On March 19, 2026, Mexico submitted a draft law to the Chamber of Deputies to establish a legal framework for public-private investment in strategic infrastructure. The legislation aims to develop projects in transportation, energy, water, and urban sectors through mixed participation schemes. It creates a Strategic Planning Council for Infrastructure Investment, mandates viability assessments, and prioritizes social profitability alongside financial returns. The law allows contract terms of four to forty years and requires public bidding for project awards.
43. https://www.wpr.org/news/wisconsin-businesses-recoup-millions-paid-illegal-tariffs - U.S. Customs and Border Protection launched a new system allowing importers to apply for refunds on approximately $166 billion in tariffs deemed illegal by the U.S. Supreme Court. While the Consolidated Administration and Processing of Entries system faces technical challenges, businesses can recoup costs for direct imports, though indirect costs passed through suppliers remain non-refundable. Concurrently, a 10 percent global import surcharge remains in effect until July, alongside specific duties on steel, copper, and aluminum, creating ongoing uncertainty for trade planning.
44. https://www.mining.com/chile-targets-faster-permits-to-unlock-100b-pipeline/ - Chile's Economy and Mining Minister Daniel Mas announced government efforts to accelerate mining permit approvals to unlock over $100 billion in investment. The new sectoral framework aims to simplify 200 procedures and cut processing times by 30% while maintaining environmental standards. Officials estimate these reforms could generate more than 20,000 permanent jobs and restore investor appeal. Recent activity includes $17 billion in projects entering environmental review, such as Freeport and Codelco's El Abra project and BHP's Escondida concentrator expansion.
45. https://www.mining.com/chile-targets-faster-permits-to-unlock-100b-pipeline/ - Chile's Economy and Mining Minister Daniel Mas announced government efforts to accelerate mining permit approvals to unlock over $100 billion in investment. The new sectoral framework aims to simplify 200 procedures and cut processing times by 30% while maintaining environmental standards. Officials estimate these reforms could generate more than 20,000 permanent jobs and restore investor appeal. Recent activity includes $17 billion in projects entering environmental review, such as Freeport and Codelco's El Abra project and BHP's Escondida concentrator expansion.
46. https://republicofmining.com/2026/04/20/fast-tracking-us-critical-minerals-could-backfire-without-safeguards-oxfam-warns-by-amanda-stutt-mining-com-april-17-2026/ - Oxfam America warns that accelerating US critical mineral mining without robust environmental safeguards and community engagement risks triggering long-term disruptions. Despite President Trump's March 2025 executive order to boost domestic production and reduce foreign reliance, experts argue that rushing permits and financing could ultimately slow projects down. Emily Greenspan, co-lead of Oxfam America's Natural Resource Justice team, cautioned that building on a shaky foundation incurs long-term costs.
47. https://www.globenewswire.com/news-release/2026/04/20/3277386/0/en/Oil-Powered-the-20th-Century-Economist-Says-Copper-Will-Power-the-21st.html - * Economist Jim Rickards asserts that copper has replaced oil as the primary strategic resource for global power in the 21st century. * S&P Global projects a 50 percent rise in global copper demand by 2040, creating a potential supply shortfall of 10 million metric tons. * The US is over 50 percent import-dependent on foreign copper, creating a structural vulnerability for AI, defense, and clean energy sectors. * The Trump administration issued Executive Orders 14153 and 14241 to expedite permitting and designate copper as a critical mineral. * Rickards highlights an undeveloped deposit in southwest Alaska containing 57 billion pounds of copper as a key to US strategic independence.
48. https://www.riotimesonline.com/chile-us-mining-security-agreements-kast-dinanno-april-2026/ - Chile and the United States signed bilateral agreements on mining cooperation and security in Santiago on Monday. The US delegation, led by Under Secretary of State Thomas DiNanno, joined Chilean ministers including Foreign Minister Francisco Pérez Mackenna and Mining Minister Daniel Mas. The accords operationalise a March consultation mechanism on critical minerals and rare earths, framing Chilean resources as national-security inputs. The signing occurs amidst a domestic approval slide for President José Antonio Kast's government.
49. https://wausaupilotandreview.com/2026/04/20/your-letters-writer-rallies-public-to-continue-fight-against-mining-in-boundary-waters/ - Jean Fisher wrote to the editor urging the public to oppose mining in Minnesota's Boundary Waters Canoe Area watershed. The letter argues that a proposed copper and nickel mine by Twin Metals, a Chilean-owned company, poses severe environmental risks to the region's ecosystem. Fisher highlights concerns that the U.S. economic benefit is questionable given potential trade routes involving China. The author calls for federal and state approvals to be used to reverse the decision, noting that legal challenges could delay mining for several years.
50. https://diariocorreo.pe/edicion/arequipa/arequipa-crecio-23-en-2025-su-mayor-avance-economico-en-3-anos-noticia/ - Arequipa recorded a 2.3% economic growth in 2025, its highest in three years, according to the Instituto Peruano de Economía (IPE). Growth was driven by construction, agriculture, and mining sectors, though mining contracted 2.6% due to lower copper production at Cerro Verde. While construction rose 9.1% and agriculture 4.7%, the region lagged behind national growth of 3.4%. Early 2026 saw a slowdown with a 50% drop in agriculture and declines in copper and gold production following floods, prompting IPE warnings about delayed mining projects like Zafranal affecting future dynamism.
51. https://copperbeltkatangamining.com/zambias-major-copper-smelters-face-extended-shutdowns-raising-supply-concerns/?utm_source=rss&utm_medium=rss&utm_campaign=zambias-major-copper-smelters-face-extended-shutdowns-raising-supply-concerns - Two of Zambia's largest copper smelters, Mopani Copper Mines and Chambishi Copper Smelter, are scheduled for extended maintenance later this year, potentially lasting up to two months. These outages are expected to tighten global copper supply and reduce sulphuric acid availability, a critical chemical for processing copper and cobalt. With domestic inventories already critically low and export controls tightened, the shutdowns pose significant supply risks for Zambia, Africa's second-largest copper producer, and its neighbours in the Democratic Republic of the Congo.
52. https://copperbeltkatangamining.com/zambias-major-copper-smelters-face-extended-shutdowns-raising-supply-concerns/?utm_source=rss&utm_medium=rss&utm_campaign=zambias-major-copper-smelters-face-extended-shutdowns-raising-supply-concerns - Two of Zambia's largest copper smelters, Mopani Copper Mines and Chambishi Copper Smelter, are scheduled for extended maintenance later this year, potentially lasting up to two months. These outages are expected to tighten global copper supply and reduce sulphuric acid availability, a critical chemical for processing copper and cobalt. With domestic inventories already critically low and export controls tightened, the shutdowns pose significant supply risks for Zambia, Africa's second-largest copper producer, and its neighbours in the Democratic Republic of the Congo.
53. https://copperbeltkatangamining.com/zambias-major-copper-smelters-face-extended-shutdowns-raising-supply-concerns/?utm_source=rss&utm_medium=rss&utm_campaign=zambias-major-copper-smelters-face-extended-shutdowns-raising-supply-concerns - Two of Zambia's largest copper smelters, Mopani Copper Mines and Chambishi Copper Smelter, are scheduled for extended maintenance later this year, potentially lasting up to two months. These outages are expected to tighten global copper supply and reduce sulphuric acid availability, a critical chemical for processing copper and cobalt. With domestic inventories already critically low and export controls tightened, the shutdowns pose significant supply risks for Zambia, Africa's second-largest copper producer, and its neighbours in the Democratic Republic of the Congo.
54. https://overbr.com.br/parcerias/harmony-gold-contrata-abb-para-mega-projeto-em-mineracao - ABB has been selected by Harmony Gold to supply drive systems for the Eva Copper Mine in Queensland, Australia. The agreement, closed in Q4 2025, involves gearless (GMD) and geared (RMD) mill drives for a new open-pit copper operation expected to produce 60,000 tonnes annually. The project aims to meet growing global copper demand driven by the energy transition, with a minimum lifespan of 15 years. Engineering will be conducted by ABB teams in Australia, Finland, and Switzerland.
55. https://www.northernminer.com/news/china-copper-smelters-hit-record-space-satellites-show/1003890166/ - China copper smelter activity reached an all-time high in March, with active capacity rising to 10.73 million tonnes per year. This increase followed a price slump and a recovery in downstream demand after a buyer's strike in January. Simultaneously, global nickel smelting rose to a ten-month high, with Indonesia leading the improvement in active capacity. Earth-1, a London-based satellite monitoring firm, reported these figures based on infrared and visible band data analysis.
56. https://www.eqmagpro.com/china-strengthens-global-clean-energy-leadership-as-export-demand-accelerates-eq/ - China is expanding its exports of clean technology, including solar panels, electric vehicles, and batteries, driven by global energy disruptions and a shift toward renewable alternatives. Nations are prioritizing energy security and diversification, creating strong demand for Chinese manufacturing. China's competitive costs, integrated supply chains, and control over raw materials reinforce its position as a leading supplier in the global clean energy transition.
57. https://www.nadorcity.com/%D8%A7%D9%84%D9%85%D8%BA%D8%B1%D8%A8-%D9%8A%D8%AA%D8%AD%D9%88%D9%84-%D8%A5%D9%84%D9%89-%D8%B1%D8%A6%D8%A9-%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%A9-%D9%84%D8%AA%D8%AC%D8%A7%D8%B1%D8%A9-%D8%A7%D9%84%D9%86%D8%AD%D8%A7%D8%B3-%D9%88%D8%A7%D9%84%D9%86%D9%8A%D9%83%D9%84-%D8%A7%D9%84%D8%B1%D9%88%D8%B3%D9%8A_a153618.html - Global supply chains for copper and nickel are shifting due to Middle East tensions, forcing shipping companies to bypass the Suez Canal and route around Africa. Norilsk Nickel, a major industrial group, has adopted this path as its primary option, extending shipping times by approximately three weeks. Despite increased logistics costs, the company reports minimal financial impact due to stable metal prices and demand. Morocco, specifically Tangier port, has emerged as a strategic transit point for copper shipments to Asian markets, while nickel continues to pass partially through Rotterdam. This shift reinforces Morocco's role in international trade amidst ongoing geopolitical volatility.
58. https://miningdigital.com/news/meeting-copper-demand-how-mines-fare-amid-global-disruption - Fatal mudslides at Indonesia's Grasberg mine and operational issues at Chile's Quebrada Blanca mine are halting production and cutting guidance. These disruptions coincide with surging demand from artificial intelligence and electric vehicle sectors, creating a global copper supply crisis. The Grasberg Block Cave, accounting for 70% of expected output, is not set to restart until the second quarter of 2026, while Quebrada Blanca faces production cuts, tightening concentrate availability for smelters worldwide.
59. https://www.nadorcity.com/%D8%A7%D9%84%D9%85%D8%BA%D8%B1%D8%A8-%D9%8A%D8%AA%D8%AD%D9%88%D9%84-%D8%A5%D9%84%D9%89-%D8%B1%D8%A6%D8%A9-%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%A9-%D9%84%D8%AA%D8%AC%D8%A7%D8%B1%D8%A9-%D8%A7%D9%84%D9%86%D8%AD%D8%A7%D8%B3-%D9%88%D8%A7%D9%84%D9%86%D9%8A%D9%83%D9%84-%D8%A7%D9%84%D8%B1%D9%88%D8%B3%D9%8A_a153618.html - Global supply chains for copper and nickel are shifting due to Middle East tensions, forcing shipping companies to bypass the Suez Canal and route around Africa. Norilsk Nickel, a major industrial group, has adopted this path as its primary option, extending shipping times by approximately three weeks. Despite increased logistics costs, the company reports minimal financial impact due to stable metal prices and demand. Morocco, specifically Tangier port, has emerged as a strategic transit point for copper shipments to Asian markets, while nickel continues to pass partially through Rotterdam. This shift reinforces Morocco's role in international trade amidst ongoing geopolitical volatility.
60. https://miningdigital.com/news/meeting-copper-demand-how-mines-fare-amid-global-disruption - Fatal mudslides at Indonesia's Grasberg mine and operational issues at Chile's Quebrada Blanca mine are halting production and cutting guidance. These disruptions coincide with surging demand from artificial intelligence and electric vehicle sectors, creating a global copper supply crisis. The Grasberg Block Cave, accounting for 70% of expected output, is not set to restart until the second quarter of 2026, while Quebrada Blanca faces production cuts, tightening concentrate availability for smelters worldwide.
61. https://www.nadorcity.com/%D8%A7%D9%84%D9%85%D8%BA%D8%B1%D8%A8-%D9%8A%D8%AA%D8%AD%D9%88%D9%84-%D8%A5%D9%84%D9%89-%D8%B1%D8%A6%D8%A9-%D8%B9%D8%A7%D9%84%D9%85%D9%8A%D8%A9-%D9%84%D8%AA%D8%AC%D8%A7%D8%B1%D8%A9-%D8%A7%D9%84%D9%86%D8%AD%D8%A7%D8%B3-%D9%88%D8%A7%D9%84%D9%86%D9%8A%D9%83%D9%84-%D8%A7%D9%84%D8%B1%D9%88%D8%B3%D9%8A_a153618.html - Global supply chains for copper and nickel are shifting due to Middle East tensions, forcing shipping companies to bypass the Suez Canal and route around Africa. Norilsk Nickel, a major industrial group, has adopted this path as its primary option, extending shipping times by approximately three weeks. Despite increased logistics costs, the company reports minimal financial impact due to stable metal prices and demand. Morocco, specifically Tangier port, has emerged as a strategic transit point for copper shipments to Asian markets, while nickel continues to pass partially through Rotterdam. This shift reinforces Morocco's role in international trade amidst ongoing geopolitical volatility.
62. https://www.eenews.net/articles/how-the-iran-war-set-beijing-up-for-global-clean-energy-dominance/ - Following rising energy costs driven by the war in Iran, allies including the European Union, the United Kingdom, South Korea, and the Philippines are accelerating electrification and clean energy infrastructure. Governments view domestic renewables and nuclear power as long-term solutions to fossil fuel volatility. However, this transition increases reliance on China, which controls the majority of global clean technology and critical mineral supplies.
63. https://ohsem.me/2026/04/bridging-the-gorge-how-chinas-guizhou-is-redefining-its-mountainous-landscape/ - Guizhou Province, China, is transforming its rugged terrain through extensive investment in transport infrastructure, earning the moniker 'Museum of Bridges'. With over 32,000 road bridges and 9,000 km of expressways, the province now offers expressway access to every county and high-speed rail to every prefecture-level city. Flagship projects like the Huajiang Canyon Bridge, which opened in 2025, drastically reduce travel times. Local authorities are also integrating these structures into a 'bridge-plus-tourism' model, developing viewing platforms to attract visitors and enhance regional connectivity within the New International Land-Sea Trade Corridor.
64. https://www.investing.com/news/commodities-news/us-companies-eye-congo-mining-assets-including-rubaya-state-dept-official-says-4622933 - A US State Department official confirmed significant interest from US firms in DRC mining assets, including the rebel-held Rubaya coltan mine. The US aims to secure critical mineral supplies to reduce reliance on China through a new minerals partnership. Investments must align with US-brokered peace efforts in eastern Congo. US firm Virtus Minerals has already begun restarting Chemaf's cobalt and copper mines. Investors are seeking clarity on fiscal stability and regulatory frameworks.
65. https://www.investing.com/news/commodities-news/us-companies-eye-congo-mining-assets-including-rubaya-state-dept-official-says-4622933 - * A US State Department official confirmed significant US interest in Democratic Republic of Congo mining assets, including the rebel-held Rubaya coltan mine. * The US aims to secure critical mineral supplies to reduce reliance on China and counter its dominance in Africa through a new minerals partnership. * Investments in conflict zones like Rubaya must align with US-brokered peace efforts to end fighting in eastern Congo. * US firm Virtus Minerals is working to restart Chemaf's cobalt and copper mines as a foundational project for the partnership. * US investors are seeking clarity on Congo's fiscal stability, regulatory, and tax situations before committing capital.
66. https://www.mining.com/peru-reauthorizes-southern-coppers-1-8b-project-amid-election-chaos/ - Peru's Ministry of Energy and Mines has reauthorized the $1.8 billion Tia Maria copper project operated by Southern Copper. The approval, granted after a fresh review in April, confirms the project meets regulatory requirements for environmental certification, ownership, and safety. Operations at the La Tapada open-pit mine in the Arequipa region are now permitted to begin. Production is expected to start by the end of the year or early 2027, delivering 120,000 tonnes of copper annually. This decision occurs amidst a chaotic presidential election run-off scheduled for June 7.
67. https://www.thediplomat.ro/2026/04/20/transelectrica-invested-691-million-ron-in-2025-in-strategic-projects-for-romanias-energy-security/ - Transelectrica completed a 2025 investment program of 691 million RON to modernize Romania's national electricity transmission network. The company proposes a 2026 budget of 914 million RON, representing a 30% increase. Key projects include upgrading 400 kV substations, developing the Suceava–Bălți overhead line, and installing solar power plants and battery storage systems. These initiatives aim to facilitate renewable energy integration and strengthen regional energy security.
68. https://www.maraviexpress.com/karongas-coal-mining-company-cmg-penalised-k14-5-million-by-mepa-for-six-environmental-violations/ - The Malawi Environmental Protection Authority (MEPA) imposed a total penalty of K14.5 million on Karonga-based Coal and Minerals Group (CMG) for six environmental violations. These include water pollution, uncontrolled effluent discharge, absence of waste and environmental management plans, and operating a loading bay without approval. The penalties were authorised by MEPA Director General Wilfred Kadewa on 15 April 2026 following an inspection on 6 April 2026. MEPA ordered CMG to cease uncontrolled discharge and install treatment facilities. Additionally, the Mining & Minerals Regulatory Authority (MMRA) suspended CMG's mining operations on 8 April 2026 due to licence contraventions.
69. https://www.globenewswire.com/news-release/2026/04/20/3276933/0/en/Every-Electric-Vehicle-Every-Solar-Panel-Every-AI-Data-Center-Runs-on-Copper-The-World-Needs-Far-More-of-It-Than-Exists-Says-Jim-Rickards-Where-Will-We-Get-it-From.html - * S&P Global projects global copper demand will rise 50% by 2040, reaching 42 million metric tons, driven by electric vehicles, renewable energy, and AI infrastructure. * Production is expected to peak in 2030 at 33 million metric tons, creating a projected shortfall of 10 million metric tons by 2040 without new supply investment. * The United States is over 50% import-dependent on foreign copper, prompting policy responses including Executive Orders 14153 and 14241 to expedite permitting for a major Alaskan deposit. * Macro economist Jim Rickards highlights the inseparable link between the AI boom and copper scarcity, noting the 17-year timeline for new mine development. * A significant undeveloped copper and gold deposit in southwest Alaska is identified as a potential solution to the supply gap.
70. https://www.electrive.com/2026/04/20/china-seres-joins-bmw-and-mercedes-benz-in-high-power-charging-jv/ - Seres has joined the Ionchi joint venture alongside BMW Group and Mercedes-Benz to expand premium EV charging infrastructure in China. The partnership, established in 2024, aims to accelerate network rollout using Seres' Aito brand support. While initial targets of 1,000 stations by end-2026 were not met, the network currently operates 430 stations across 37 cities. The venture offers ultra-fast charging with 100% renewable energy and priority access for shareholder customers.
71. https://windinsider.com/2026/04/20/global-wind-capacity-hits-1299-gw-as-installations-surge-40-in-2025/ - The Global Wind Energy Council reported a record 165 GW of new wind capacity added globally in 2025, a 40% increase over the previous year. Total installed capacity reached 1,299 GW by year-end, with 138 countries utilizing wind energy. The Asia-Pacific region accounted for nearly 80% of additions, driven by China and India. Despite this growth, industry leaders caution that expansion remains uneven and insufficient to meet 2030 tripling targets due to regulatory delays, grid constraints, and financing bottlenecks.
72. https://www.globenewswire.com/news-release/2026/04/20/3276933/0/en/Every-Electric-Vehicle-Every-Solar-Panel-Every-AI-Data-Center-Runs-on-Copper-The-World-Needs-Far-More-of-It-Than-Exists-Says-Jim-Rickards-Where-Will-We-Get-it-From.html - * S&P Global projects global copper demand will rise 50% by 2040, reaching 42 million metric tons, while production peaks in 2030 at 33 million metric tons. * A projected supply shortfall of 10 million metric tons by 2040 is attributed to the energy transition, AI data center expansion, and defense modernization. * The United States is over 50% import-dependent on foreign copper sources, creating significant supply chain vulnerabilities for its AI infrastructure growth. * Former CIA advisor Jim Rickards highlights a major undeveloped copper and gold deposit in southwest Alaska as a potential solution to the supply deficit. * Executive Orders 14153 and 14241 are cited as policy measures designed to expedite permitting for critical mineral projects in Alaska.
73. https://www.globenewswire.com/news-release/2026/04/20/3276933/0/en/Every-Electric-Vehicle-Every-Solar-Panel-Every-AI-Data-Center-Runs-on-Copper-The-World-Needs-Far-More-of-It-Than-Exists-Says-Jim-Rickards-Where-Will-We-Get-it-From.html - * S&P Global projects global copper demand will rise 50% by 2040, reaching 42 million metric tons, driven by electric vehicles, wind turbines, and AI data centers. * Production is expected to peak in 2030 at 33 million metric tons before declining, creating a potential shortfall of 10 million metric tons by 2040. * The United States is over 50% import-dependent on foreign copper sources, raising concerns about supply chain security for its expanding AI infrastructure. * Former CIA advisor Jim Rickards highlights a significant undeveloped copper and gold deposit in southwest Alaska as a potential solution. * Recent US Executive Orders 14153 and 14241 aim to expedite permitting for natural resources and designate copper as a critical mineral.
74. https://www.moroccoworldnews.com/2026/04/287801/nornickel-joins-global-shippers-shifting-to-moroccos-tanger-med-amid-iran-war-disruptions/ - * Russia's Nornickel has shifted its shipping routes for base metals exports from the Suez Canal to around Africa, utilizing Morocco's Tanger Med port. * The company reports delivery times extended by approximately three weeks and increased freight costs following US and Israeli strikes on Iran. * Nornickel's head of sales, Anton Berlin, described the logistical changes as inconvenient but not critical, noting that rising metal prices offset added costs. * Major shipping carriers including Maersk, Hapag-Lloyd, and CMA CGM are also rerouting vessels to Tanger Med, reinforcing Morocco's position as a key transshipment hub. * The strategic shift aligns with previous plans by Nornickel shareholder Vladimir Potanin to invest in port infrastructure in Morocco to reduce reliance on European ports.
75. https://www.globenewswire.com/news-release/2026/04/20/3276933/0/en/Every-Electric-Vehicle-Every-Solar-Panel-Every-AI-Data-Center-Runs-on-Copper-The-World-Needs-Far-More-of-It-Than-Exists-Says-Jim-Rickards-Where-Will-We-Get-it-From.html - * Former CIA advisor Jim Rickards highlights a projected global copper shortage of 10 million metric tons by 2040. * S&P Global study predicts demand will rise 50% due to electric vehicles, wind turbines, and AI data centers. * The US is over 50% import-dependent on copper, creating supply chain security risks for its AI infrastructure. * Policy shifts in Alaska, including Executive Orders 14153 and 14241, aim to expedite permitting for a major undeveloped deposit. * New mines require approximately 17 years to reach production, delaying supply response until the early 2040s.
76. https://www.power-technology.com/news/hitachi-energy-to-supply-automation/ - Hitachi Energy has secured a contract to supply automation equipment for Germany's 900MW Nordseecluster B offshore wind project, operated by RWE and Norges Bank Investment Management. The deal involves providing the MicroSCADA system and related infrastructure to connect 60 wind turbines to the offshore converter station. The project, scheduled for operation in 2029, aims to deliver electricity to approximately 1.6 million households and support Germany's energy transition. This marks the second phase of the Nordseecluster development, following a similar supply agreement for Nordseecluster A.
77. https://www.moroccoworldnews.com/2026/04/287801/nornickel-joins-global-shippers-shifting-to-moroccos-tanger-med-amid-iran-war-disruptions/ - * Russia's Nornickel is shifting base metal exports from Suez Canal routes to around Africa due to maritime disruptions linked to the Iran conflict. * The company is increasing reliance on Morocco's Tanger Med port, previously reducing dependence on Rotterdam under Western sanctions. * Freight costs have risen and delivery times extended by approximately three weeks, though rising metal prices are offsetting these expenses. * Major shipping carriers including Maersk, Hapag-Lloyd, and CMA CGM are also rerouting vessels to Tanger Med as a safer alternative. * Nornickel's main shareholder Vladimir Potanin previously considered investments in Moroccan port infrastructure to diversify logistics.
78. https://lenta.ru/news/2026/04/20/avtokontserny-germanii-pereydut-na-proizvodstvo-oruzhiya/ - The Wall Street Journal reports that German automotive giants, including Volkswagen and Schaeffler, are pivoting to weapons manufacturing due to falling car demand and export model decline. Volkswagen is negotiating with Israel for Iron Dome components, while Schaeffler produces drone engines and military aviation parts. This strategic shift follows a period of industrial stagnation and competition from China, with Volkswagen halting Golf and Tiguan production in late 2025 due to semiconductor shortages and US tariffs.
79. https://egyptoil-gas.com/news/solar-leads-global-energy-growth-as-electricity-demand-surges-iea-says/?utm_source=rss&utm_medium=rss&utm_campaign=solar-leads-global-energy-growth-as-electricity-demand-surges-iea-says - The International Energy Agency (IEA) reported in its Global Energy Review 2026 that solar power and battery storage achieved record deployment in 2025. Solar accounted for 25% of global energy supply growth, while battery storage added 110 GW of new capacity. Electricity demand surged due to electric vehicles, heat pumps, and artificial intelligence needs. Global energy-related CO2 emissions rose by only 0.4%. The IEA noted natural gas remains vital for energy security and industrial demand, particularly in emerging markets and the Middle East, while clean energy investment continues to outpace fossil fuels.
80. https://windpowernl.com/2026/04/20/tennet-moves-first-giant-transformers-for-offshore-wind-connection-in-rotterdam/ - TenneT has completed the transport and placement of the first three of seven high-capacity transformers at its converter station in Maasvlakte, Rotterdam. Weighing up to 400 tonnes each, these units are critical for the IJmuiden Ver Beta and Gamma offshore wind projects. The transformers enable the conversion of direct current to 380 kV alternating current for the national grid. The remaining four units, previously imported from Liverpool, are scheduled for transport in May. This milestone supports the integration of 2GW of offshore wind capacity and industrial electrification in the port area.
81. https://www.automotiveworld.com/news/mercedes-benz-inks-premium-battery-deal-with-samsung-sdi/ - Samsung SDI has signed a multi-year agreement to supply high-capacity NCM batteries to Mercedes-Benz, valued at over KRW 10tr (US$6.8bn). The deal, signed in Seoul, covers tens of gigawatt-hours for next-generation compact and mid-size electric SUVs and coupes launching in 2028. This agreement completes Samsung SDI's supply presence across Germany's premium automakers. Production will utilise Samsung SDI's Göd plant in Hungary, which faces scrutiny regarding environmental policies and reported carcinogenic levels. The contract adds commercial urgency to resolving these issues.
82. https://www.china-briefing.com/news/chinas-new-supply-chain-security-regulations-what-are-the-risks-to-foreign-companies/ - On April 7, 2026, the Chinese State Council released the Regulations on Industrial and Supply Chain Security, effective immediately. The rules empower authorities to investigate and sanction foreign organisations and individuals deemed to threaten China's supply chain security, including those conducting supply chain audits or lobbying foreign governments against China. Penalties range from trade restrictions to entry bans. Foreign companies operating in China must now assess their exposure to these measures, particularly regarding compliance with foreign due diligence laws like the US UFLPA or EU CSDDD, which may trigger retaliatory actions under the new framework.
83. https://www.china-briefing.com/news/chinas-new-supply-chain-security-regulations-what-are-the-risks-to-foreign-companies/ - On April 7, 2026, the Chinese State Council released the Regulations on Industrial and Supply Chain Security, effective immediately. The rules empower authorities to investigate and sanction foreign organisations and individuals deemed to threaten China's supply chain security, including those conducting supply chain audits or lobbying foreign governments against China. Penalties range from trade restrictions to entry bans. Foreign companies operating in China must now assess their exposure to these measures, particularly regarding compliance with foreign due diligence laws like the US UFLPA or EU CSDDD, which may trigger retaliatory actions under the new framework.
84. https://www.mining-technology.com/features/technology-targets-a-revival-in-copper-refining/ - Brisbane-based start-up Banksia Minerals is commercialising hydrometallurgical technology developed by the University of Queensland to reduce costs and energy intensity in copper processing. Backed by a A$5m grant from the Australian Renewable Energy Agency, the company aims to launch a pilot plant by 2028. The technology targets sulphide concentrates, aiming to bypass traditional smelting. This development addresses Australia's tightening smelting capacity and reliance on export markets, as domestic processing faces structural challenges despite rising global demand driven by electrification.
85. https://tele.net.in/indias-apple-component-exports-to-china-surge-to-record-2-5-billion-under-ecms/ - India's Apple vendors exported a record $2.5 billion of components and sub-assemblies to China in financial year 2025-2026, marking early success of the government's electronics component manufacturing scheme (ECMS). This development reverses the traditional flow where Chinese vendors exported parts to India. Foxconn, Tata Electronics, and others are driving these exports, which include printed circuit board assemblies and housing. India's total electronics exports to China are projected to reach $3.5 billion in FY26, up from $920 million in FY25, attributed entirely to Apple's exports. The shift is linked to the smartphone production-linked incentive (PLI) scheme and ECMS, which established a competitive local ecosystem.
86. https://fmdrc-zambia.com/drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal/?utm_source=rss&utm_medium=rss&utm_campaign=drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal - The Democratic Republic of Congo plans to increase copper exports to the United States to 500,000 tonnes annually by 2026, a fivefold rise from previous commitments. State-owned miner Gécamines will execute this through a joint venture with Mercuria Energy Group, supported by the US International Development Finance Corporation. The deal leverages stakes in the Kamoto Copper Company and Tenke Fungurume mine. This expansion aims to secure critical minerals for US industries like electric vehicles and renewable energy while diversifying the DRC's investment sources away from China. Initial shipments are expected in early 2026.
87. https://miningzimbabwe.com/beneficiation-needs-supply-why-zimbabwes-mining-industrialisation-agenda-stands-on-a-broken-supply-chain/ - Zimbabwe's ambitious mining beneficiation agenda, including a ban on raw mineral exports, is threatened by a broken local supply chain. Equipment costs three to four times higher locally than in China, forcing miners to import. Local manufacturers operate at 20% capacity due to cheap imports, while basic consumables are often unavailable domestically. Although some progress exists through partnerships like the Zimbabwe Miners Federation and Dinson Iron and Steel Company, the sector risks remaining dependent on foreign supply chains without addressing these structural issues.
88. https://fmdrc-zambia.com/drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal/?utm_source=rss&utm_medium=rss&utm_campaign=drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal - The Democratic Republic of Congo plans to increase copper exports to the United States to 500,000 tonnes annually by 2026, a fivefold rise from previous commitments. State-owned miner Gécamines will execute this through a joint venture with Mercuria Energy Group, supported by the US International Development Finance Corporation. The deal leverages stakes in the Kamoto Copper Company and Tenke Fungurume mine. This expansion aims to secure critical minerals for US industries like electric vehicles and renewable energy while diversifying the DRC's investment sources away from China. Initial shipments are expected in early 2026.
89. https://fmdrc-zambia.com/drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal/?utm_source=rss&utm_medium=rss&utm_campaign=drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal - The Democratic Republic of Congo plans to increase copper exports to the United States to 500,000 tonnes annually by 2026, a fivefold rise from previous commitments. State-owned miner Gécamines will execute this through a joint venture with Mercuria Energy Group, supported by the US International Development Finance Corporation. The deal leverages stakes in the Kamoto Copper Company and Tenke Fungurume mine. This expansion aims to secure critical minerals for US industries like electric vehicles and renewable energy while diversifying the DRC's investment sources away from China. Initial shipments are expected in early 2026.
90. https://miningzimbabwe.com/beneficiation-needs-supply-why-zimbabwes-mining-industrialisation-agenda-stands-on-a-broken-supply-chain/ - Zimbabwe's ambitious mining beneficiation agenda, including a ban on raw mineral exports, is threatened by a broken local supply chain. Equipment costs three to four times higher locally than in China, forcing miners to import. Local manufacturers operate at 20% capacity due to cheap imports, while basic consumables are often unavailable domestically. Although some progress exists through partnerships like the Zimbabwe Miners Federation and Dinson Iron and Steel Company, the sector risks remaining dependent on foreign supply chains without addressing these structural issues.
91. https://fmdrc-zambia.com/drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal/?utm_source=rss&utm_medium=rss&utm_campaign=drc-to-boost-copper-exports-to-us-fivefold-in-strategic-supply-deal - The Democratic Republic of Congo plans to increase copper exports to the United States to 500,000 tonnes annually by 2026, a fivefold rise from previous commitments. State-owned miner Gécamines will execute this through a joint venture with Mercuria Energy Group, supported by the US International Development Finance Corporation. The deal leverages stakes in the Kamoto Copper Company and Tenke Fungurume mine. This expansion aims to secure critical minerals for US industries like electric vehicles and renewable energy while diversifying the DRC's investment sources away from China. Initial shipments are expected in early 2026.
92. https://stockhead.com.au/resources/resources-top-5-tartana-minerals-closes-in-on-copper-sulphate-production/ - Tartana Minerals is scheduled to restart copper sulphate production within three weeks, with the first shipment to off-take partner Kanins International targeted for mid-May 2026. The company has completed a heap leach pad restock program and is currently fabricating a new chiller circuit for the solvent extraction-crystallisation plant. Commissioning is expected within the next two weeks following a process optimisation review that identified higher-grade copper mineralisation.
93. https://mqworld.com/hitachi-battery-truck-trial-powers-towards-2027-rollout/ - Hitachi Construction Machinery advanced its mine electrification strategy by showcasing a full battery-powered haul truck at First Quantum Minerals' Kansanshi copper mine in Zambia. Following a feasibility trial between June 2024 and August 2025, the company demonstrated the vehicle's performance, stability, and zero CO2 emissions capabilities. With over 4000km travelled during testing, the company aims to commercialise the technology for the 2027 financial year to support sustainable mining operations.
94. https://chemindigest.com/government-unveils-38-billion-battery-push-with-new-approved-vendor-list/ - The Government of India is introducing an Approved List of Battery Manufacturers (ALBM) to align procurement with localisation goals. This initiative targets 47 GW of battery energy storage capacity, attracting approximately $38 billion in investment. The framework aims to reduce import dependence, particularly on Chinese components, and support the India Battery Vision 2047. By restricting public tenders to vetted domestic manufacturers, the policy seeks to mitigate supply chain risks and foster a resilient local ecosystem for advanced chemistry cells and grid stability.
95. https://www.business-standard.com/markets/news/capital-goods-index-hits-new-high-surges-20-so-far-in-april-here-s-why-126042000275_1.html - The BSE Capital Goods index reached a new high of 76,829.44, surging 20% in April compared to the Sensex's 9.6% rise. This performance is attributed to a robust ₹9 trillion transmission and distribution (T&D) capex outlay until 2032 and strong global demand. Analysts from Motilal Oswal Financial Services and Mirae Asset Sharekhan highlight healthy order books, robust balance sheets, and favourable government policies supporting the sector. Major players like Siemens Energy, Hitachi Energy India, and CG Power are expanding capacity to meet sustained domestic and export demand without near-term price pressure.
96. https://www.openpr.com/news/4478853/railroads-market-strengthens-with-infrastructure - The global railroads market is expanding due to infrastructure modernization and freight demand. Valued at USD 290.29 billion in 2024, it is forecast to reach USD 454.21 billion by 2033, growing at a CAGR of 5.1%. Key drivers include urbanization, sustainability regulations, and efficient logistics needs. Major players include Union Pacific, BNSF, and Deutsche Bahn. Asia-Pacific is the fastest-growing region.
97. https://www.pbctoday.co.uk/news/building-control-news/future-homes-standard-construction-industry-ready/161175/ - The UK Government has implemented the Future Homes Standard, mandating that new homes in England from March 2027 include solar panels and low-carbon heating. The policy aims to align housebuilding with net-zero targets while addressing skills shortages and viability concerns. Industry bodies have already developed voluntary standards, but challenges remain regarding embodied carbon, water efficiency, and grid integration.
98. https://dredgewire.com/great-lakes-dredge-dock-stock-us3903331032-why-does-its-dredging-dominance-matter-more-now-for-infrastructure-plays/ - Great Lakes Dredge & Dock, a U.S.-based dredging firm, capitalizes on federal infrastructure spending and port modernization to secure steady demand. The company benefits from long-term government contracts, a dominant market share in large-scale projects, and diversification into offshore wind foundation preparation. With a focus on domestic operations and fleet modernization, it offers investors exposure to infrastructure renewal and climate resilience while maintaining lower volatility compared to pure project-based construction firms.
99. https://thechronicle.com.gh/strict-compliance-with-ghanas-mining-laws-will-be-enforced-mc/ - * The Minerals Commission CEO, Isaac Andrew Tandoh, warned the new Ghanaian-owned operator of the Damang Mine, Engineers and Planners (E&P) Company Limited, of strict regulatory enforcement. * The Commission pledged to monitor environmental performance, safety standards, investment commitments, and reporting obligations under the new lease arrangement. * Tandoh stated that while compliance will be supported, any breach of Ghana's mining laws will result in immediate regulatory action without special treatment for local operators. * The handover ceremony marked a historic transition to local participation in the extractive industry, attended by government officials and business magnates. * Regulators assured host communities and workers that job security and environmental protection remain top priorities following the operational transfer.
100. https://electrek.co/2026/04/19/iea-solar-overtakes-all-energy-sources-in-a-major-global-first/ - The International Energy Agency (IEA) reported in its 2026 Global Energy Review that solar energy became the single largest contributor to global energy supply growth in 2025, accounting for over 25% of the increase. While overall energy demand rose 1.3%, global electricity demand jumped 3%, driven by electrification, EV adoption, and data centers. Renewables and nuclear met nearly 60% of energy demand growth. EV sales exceeded 20 million units, and battery storage added 110 GW of capacity. The report highlights a shift towards clean power despite regional variations in coal use and emissions.
101. https://www.entrepreneurindia.com/blog/en/news/uk-boosts-ev-supply-chain-with-470m-funding-package.59909 - The UK government has awarded a £380 million grant to Tata Group's Agratas to support the construction of a large-scale electric vehicle battery gigafactory in Somerset. Part of a broader £470 million package, the funding aims to strengthen domestic EV supply chains and reduce import reliance. The facility, located at the Gravity Smart Campus near Bridgwater, is expected to begin operations by late 2027 with a production capacity of 40 GWh, initially supplying Jaguar Land Rover and creating approximately 4,000 direct jobs.
102. https://peakoil.com/alternative-energy/australia-offers-a-glimpse-of-battery-power-potential - Australia has emerged as the world's largest battery market per capita, with the Waratah Super Battery in New South Wales briefly delivering more power to the main grid than gas-fired plants during evening peaks. Construction costs for such projects have fallen by approximately 20% over the last four years, driven by rising fossil fuel costs and data center power demand. The facility is scheduled for full operational status in 2026.
103. https://sigmaearth.com/ai-expansion-slows-as-us-data-center-projects-face-delays-and-cancellations/?utm_source=rss&utm_medium=rss&utm_campaign=ai-expansion-slows-as-us-data-center-projects-face-delays-and-cancellations - US data center projects face delays and cancellations as electricity and infrastructure become key limiting factors for the global artificial intelligence boom. Between 40-50% of current projects are delayed or canceled due to shortages in electrical power and supply bottlenecks. The average lead time for transformers in the United States has increased by 4-5 years. Consequently, global hyperscaler firms are considering India as a next destination for AI infrastructure due to lower construction costs and faster deployment speeds.
104. https://www.ad-hoc-news.de/boerse/news/ueberblick/hon-hai-precision-industry-co-ltd-stock-tw0002317005-is-ai-server/69211462 - Hon Hai Precision Industry Co Ltd is increasing AI server production for global tech giants while managing supply chain risks. The company diversifies its contract manufacturing portfolio beyond smartphones into data centers and electric vehicles to mitigate client concentration. Analysts note strong demand for Nvidia-related assemblies but warn of geopolitical tensions and margin pressures. Key investors include U.S. and UK markets seeking exposure to Apple and AI hardware trends.
105. https://skillings.net/silver-mountain-resources-advances-toward-production-at-reliquias-mine-on-track-for-q3-2026-restart/ - Silver Mountain Resources is advancing underground development and plant refurbishment at its Reliquias mine in Huancavelica, Peru, targeting a production restart in the third quarter of 2026. The company has secured $30 million in funding to support final mine preparation and restart activities. Development has progressed over 3,000 meters, providing access to multiple veins and reducing execution risks associated with restarting an idled underground operation. The project is part of the company's strategy to consolidate production in central Peru's historic mining districts.
106. https://www.japantimes.co.jp/business/2026/04/20/tech/cheap-batteries-world-power-grids/ - Global battery installations are accelerating in 2026 due to falling costs, soaring data center demand, and geopolitical disruptions. Projects are expanding across Texas, Inner Mongolia, Australia, and Europe. Average costs dropped 75% from 2018 to 2025, with further declines expected. China dominates manufacturing, while regions like Europe and the US face grid strain and seek storage for resilience. New technologies and market dynamics are reshaping energy systems worldwide.
107. https://e24.no/energi-og-klima/i/7p7O5V/skattereform-kan-gi-fart-til-energiomstillingen - * The European Commission recommends using tax incentives to make climate and energy policy more cost-effective and market-driven. * Proposed measures include immediate depreciation for energy efficiency and zero-emission solutions, and tax credits up to €200 million per project for electrification and battery production. * France, the Netherlands, and Finland have already implemented similar tax reforms to support green investments. * Norwegian industry leaders have withdrawn from electrification projects due to high energy costs, highlighting the need for such incentives. * The Skattekommisjonen is urged to study these reforms to avoid relying solely on subsidies and penalties.
108. https://financialpost.com/globe-newswire/b2gold-reports-update-on-fire-related-incident-to-the-crushing-circuit-at-the-goose-mine - B2Gold has reported an update regarding a fire-related incident affecting the crushing circuit at its Goose Mine. The company disclosed the operational disruption, highlighting risks associated with mining activities and potential impacts on production. This development underscores the operational challenges faced by the entity in its mining operations.
109. https://www.straitstimes.com/asia/east-asia/china-clean-tech-exports-jump-as-iran-war-spurs-demand - China's exports of electric vehicles, lithium-ion batteries, and solar cells rose significantly in March, driven by global energy insecurity following the Iran war. EV shipments increased by 53% annually, while solar cell exports grew by 80%. Industry analysts attribute this shift to consumers and industries seeking alternatives to soaring fuel costs. The conflict disrupted traditional energy supplies, prompting a pivot towards electrified products despite potential future shipping delays.
110. https://thedriven.io/2026/04/20/ev-batteries-usually-last-longer-than-the-car-now-they-are-being-re-used-to-power-the-grid/ - Rivian and Redwood announced a partnership to deploy 100 second-life Rivian batteries providing 10 MWh of grid-scale storage at Rivian's Illinois manufacturing plant. The system aims to reduce costs and manage peak demand. Redwood, founded by former Tesla CTO JB Straubel, previously partnered with GM for similar projects in Nevada. Morgan Stanley analysts note this creates a new revenue stream for EV makers by monetising batteries after vehicle retirement, though challenges regarding battery compatibility remain.
111. https://www.energy-storage.news/recurrent-energys-600mwh-sundown-energy-park-clears-australias-rigorous-grid-connection-process/ - Recurrent Energy has secured grid connection approval for its 600MWh Sundown Energy Park in New South Wales, Australia. The project, developed by Eku Energy, passed AEMO's rigorous Grid Protection Scheme certification, a process noted for its stringent requirements regarding grid stability and extreme conditions. The battery storage system will support the New South Wales electricity network, particularly as the state retires coal-fired generation. The site will coexist with agricultural land use, allowing sheep grazing during operations and returning to farming post-decommissioning.
112. https://www.straitstimes.com/asia/east-asia/china-clean-tech-exports-jump-as-iran-war-spurs-demand - China's exports of electric vehicles, lithium-ion batteries, and solar cells rose significantly in March, driven by global energy insecurity following the Iran war. EV shipments increased by 53 per cent annually, while solar cell exports grew by 80 per cent. Analysts attribute this shift to consumers and industries seeking alternatives to soaring fuel costs. The conflict disrupted traditional energy supplies, prompting a pivot towards electrified products. Domestic policy changes, including export tax rebates, also influenced the timing of these shipments.
113. https://skillings.net/copper-turnaround-chinalco-injects-1-7b-into-perus-toromocho-mine/ - Aluminum Corp of China (Chinalco) finalized a $1.7 billion investment package for its Toromocho copper mine in the Junín region of Peru. The capital is divided into a $1.35 billion core expansion to increase daily mill throughput from 117,000 to 170,000 tonnes and a $350 million technical tranche for digital upgrades and molybdenum recovery. The project aims to extend the mine's life to 2042 and help mitigate the projected 2026 global copper deficit. More than $700 million will be deployed over the next 36 months across 28 distinct projects.
114. https://skillings.net/copper-turnaround-chinalco-injects-1-7b-into-perus-toromocho-mine/ - Aluminum Corp of China (Chinalco) finalized a $1.7 billion investment package for its Toromocho copper mine in the Junín region of Peru. The capital is divided into a $1.35 billion core expansion to increase daily mill throughput from 117,000 to 170,000 tonnes and a $350 million technical tranche for digital upgrades and molybdenum recovery. The project aims to extend the mine's life to 2042 and help mitigate the projected 2026 global copper deficit. More than $700 million will be deployed over the next 36 months across 28 distinct projects.
115. https://www.ad-hoc-news.de/boerse/news/ueberblick/ivanhoe-mines-stock-ca46579r1047-is-the-kamoa-kakula-ramp-up-strong/69210512 - Ivanhoe Mines reported record quarterly production from its Kamoa-Kakula mine in the Democratic Republic of Congo, reinforcing its position as a leading copper producer. With Phase 3 ramping up to process 520,000 tonnes of ore annually, the operation aims to reach 600,000 tonnes of copper concentrate by late 2026. Analysts maintain buy ratings, citing low all-in sustaining costs below $2 per pound and a strong balance sheet. The company benefits from high-grade deposits exceeding 6% and a growth pipeline including Western Forelands and Kipushi, positioning it to capitalize on energy transition demand despite geopolitical risks in the DRC.
116. https://kalkinemedia.com/au/stocks/metal-and-mining/sulfuric-acid-crunch-raises-questions-for-global-mining-supply-chains - China's recent suspension of sulfuric acid exports has triggered a supply shock in the seaborne market, impacting mining and fertiliser sectors globally. Key importers in Latin America, Africa, and Asia face potential production challenges due to reliance on Chinese shipments. The disruption highlights the critical role of sulfuric acid in copper processing and phosphate fertiliser production. Market participants are monitoring policy shifts and alternative supply sources to mitigate risks to operations linked to the ASX metal and mining sectors.
117. https://kalkinemedia.com/au/stocks/metal-and-mining/sulfuric-acid-crunch-raises-questions-for-global-mining-supply-chains - China's recent suspension of sulfuric acid exports has triggered a supply shock in the seaborne market, impacting mining and fertiliser sectors globally. Key importers in Latin America, Africa, and Asia face potential production challenges due to reliance on Chinese shipments. The disruption highlights the critical role of sulfuric acid in copper processing and phosphate fertiliser production. Market participants are monitoring policy shifts and alternative supply sources to mitigate risks to operations linked to the ASX metal and mining sectors.
118. https://kalkinemedia.com/au/stocks/metal-and-mining/sulfuric-acid-crunch-raises-questions-for-global-mining-supply-chains - China's recent suspension of sulfuric acid exports has triggered a supply shock in the seaborne market, impacting mining and fertiliser sectors globally. Key importers in Latin America, Africa, and Asia face potential production challenges due to reliance on Chinese shipments. The disruption highlights the critical role of sulfuric acid in copper processing and phosphate fertiliser production. Market participants are monitoring policy shifts and alternative supply sources to mitigate risks to operations linked to the ASX metal and mining sectors.
119. https://www.ad-hoc-news.de/boerse/news/ueberblick/ivanhoe-mines-stock-ca46579r1047-is-the-kamoa-kakula-ramp-up-strong/69210512 - Ivanhoe Mines reported record quarterly production from its Kamoa-Kakula mine in the Democratic Republic of Congo, reinforcing its position as a leading copper producer. With Phase 3 ramping up to process 520,000 tonnes of ore annually, the operation aims to reach 600,000 tonnes of copper concentrate by late 2026. Analysts maintain buy ratings, citing low all-in sustaining costs below $2 per pound and a strong balance sheet. The company benefits from high-grade deposits exceeding 6% and a growth pipeline including Western Forelands and Kipushi, positioning it to capitalize on energy transition demand despite geopolitical risks in the DRC.
120. https://www.kunming.cn/en/c/2026-04-20/14034934.shtml - China and Vietnam have strengthened their bilateral economic relationship, with bilateral trade surpassing $290 billion in 2025. Key areas of cooperation include infrastructure projects like the Cat Linh-Ha Dong metro line and cross-border rail links, trade in agricultural and aquatic products, and emerging sectors such as artificial intelligence and green energy. The partnership aims to leverage complementary strengths for mutual development.
121. https://www.df.cl/internacional/df-sud/peru-aprueba-reinicio-de-importante-proyecto-de-cobre-de-southern-copper - Peru has approved the restart of the Tia Maria copper project by Southern Copper, valued at approximately US$1.8 billion. The project, located in southern Peru, had been suspended earlier in the month for a new evaluation to strengthen the development process. Local opposition regarding water supply and contamination concerns had delayed the initiative for years. Southern Copper, controlled by Grupo Mexico, aims to begin production in 2027 with an annual capacity of 120,000 tonnes of copper cathodes.
122. https://www.bloomberg.com/news/articles/2026-04-20/copper-drops-from-two-month-high-as-us-iran-tensions-escalate - * Copper prices dropped from a two-month high following uncertainty in ceasefire talks between the US and Iran. * The US seized an Iranian ship in the Strait of Hormuz, throwing negotiations into doubt. * Zinc and lead prices also declined in early Asian trading. * The red metal fell as much as 1.1% amid escalating geopolitical tensions. * Market volatility is linked to potential supply disruptions in key copper-producing regions.
123. https://www.australianmining.com.au/true-north-deal-hinges-on-glencore/ - True North Copper has entered a binding agreement to acquire Renegade Exploration's 22 per cent interest in the Carpentaria joint venture, including a 35 per cent stake in EPM 8588. The deal aims to consolidate the Mongoose inferred resource with the adjacent Taipan deposit in north west Queensland to create a larger, optimised mining operation. The transaction is subject to a 40-day right of first refusal held by Mount Isa Mines, a subsidiary of Glencore. CEO Andrew Mooney stated the move improves scale and grade, potentially supporting near-term copper production into the Mt Isa smelter.
124. https://skillings.net/skillings-power-list-the-10-titans-defining-the-2026-resource-realignment/ - Skillings published a list identifying ten entities and leaders shaping the global mining landscape in April 2026. The list highlights strategic shifts including Rio Tinto's integration of Arcadium Lithium, the DRC's pivot to US-aligned copper supply chains, and LKAB's rare earth developments in Sweden. The publication also notes a $2.1 trillion investment gap in base metals and recognizes data architects behind the 2026 Lithium Power Map. The article frames these developments within the context of supply chain security and the energy transition.
125. https://skillings.net/skillings-power-list-the-10-titans-defining-the-2026-resource-realignment/ - Skillings published a list identifying ten entities and leaders shaping the global mining landscape in April 2026. The list highlights strategic shifts including Rio Tinto's integration of Arcadium Lithium, the DRC's pivot to US-aligned copper supply chains, and LKAB's rare earth developments in Sweden. The publication also notes a $2.1 trillion investment gap in base metals and recognizes data architects behind the 2026 Lithium Power Map. The article frames these developments within the context of supply chain security and the energy transition.
126. https://ghstandard.com/business-news-in-ghana/trade-minister-visits-mnd-metals-in-tema-reaffirms-push-for-local-value-addition/ - On 16 April 2026, Trade Minister Elizabeth Ofosu-Adjare visited MND Metals Company Limited in Tema, Ghana. The visit aimed to assess industrial operations and align them with the government's industrialisation agenda. The Minister reiterated the ban on non-ferrous metal exports as a strategy to promote local processing and job creation. MND Metals CEO Nidal Nasseredine expressed appreciation, noting the policy has secured adequate raw materials for the company's expansion.
127. https://mining.com.au/sulfuric-acid-availability-becomes-issue-in-2026/ - GEM Mining Consulting reports that China's suspension of sulfuric acid exports earlier this year has created a critical supply issue for the sector. Data indicates a surge in Chinese exports prior to the suspension, with Chile absorbing the majority of these volumes. The firm highlights that Chile faces the largest immediate repricing pressure due to its reliance on merchant acid for copper processing. Other regions like Africa and Asia are also affected, though less severely than Chile. The report suggests that regions with captive smelter acid or domestic production capacity are better positioned to absorb the shock. For 2026, the market watch list includes potential enforcement of export quotas by Beijing and the speed at which Chile can replace lost cargoes from other suppliers.
128. https://macaonews.org/news/greater-china/china-economy-1q-2026-performance/ - China's economy grew 5 percent year on year in the first quarter of 2026, surpassing the 4.8 percent forecast. Industrial output rose 6.1 percent and exports increased double digits, driven by high-tech manufacturing and resilient demand for electronics and new energy products. However, consumer spending grew only 2.4 percent and real-estate investment continued to contract. Analysts note that external drivers offset domestic softness, with economists expecting further targeted support measures including infrastructure spending and tax relief.
129. https://investornews.com/critical-minerals-rare-earths/the-critical-minerals-report-04-19-2026-supply-chains-under-siege-policy-experiments-multiply-and-the-market-starts-to-fracture/ - The Democratic Republic of the Congo announced plans to stockpile critical minerals, marking a strategic shift from passive supplier to active market participant. This move introduces potential state-driven price management for cobalt, copper, and other minerals, mirroring OPEC logic. Concurrently, geopolitical tensions, including conflicts in Iran and regional instability, have disrupted chemical supply chains essential for mining, forcing reductions in processing inputs. Western nations are responding with fragmented policy experiments, including the EU's joint procurement platform and US-Australia funding initiatives, while China maintains a disciplined, integrated approach to rare earths and copper. The sector faces challenges in midstream processing capacity and the risk of market distortions from government intervention.
130. https://investornews.com/critical-minerals-rare-earths/the-critical-minerals-report-04-19-2026-supply-chains-under-siege-policy-experiments-multiply-and-the-market-starts-to-fracture/ - The Democratic Republic of the Congo announced plans to stockpile critical minerals, marking a strategic shift from passive supplier to active market participant. This move introduces potential state-driven price management for cobalt, copper, and other minerals, mirroring OPEC logic. Concurrently, geopolitical tensions, including conflicts in Iran and regional instability, have disrupted chemical supply chains essential for mining, forcing reductions in processing inputs. Western nations are responding with fragmented policy experiments, including the EU's joint procurement platform and US-Australia funding initiatives, while China maintains a disciplined, integrated approach to rare earths and copper. The sector faces challenges in midstream processing capacity and the risk of market distortions from government intervention.
131. https://investornews.com/critical-minerals-rare-earths/the-critical-minerals-report-04-19-2026-supply-chains-under-siege-policy-experiments-multiply-and-the-market-starts-to-fracture/ - The Democratic Republic of the Congo announced plans to stockpile critical minerals, marking a strategic shift from passive supplier to active market participant. This move introduces potential state-driven price management for cobalt, copper, and other minerals, mirroring OPEC logic. Concurrently, geopolitical tensions, including conflicts in Iran and regional instability, have disrupted chemical supply chains essential for mining, forcing reductions in processing inputs. Western nations are responding with fragmented policy experiments, including the EU's joint procurement platform and US-Australia funding initiatives, while China maintains a disciplined, integrated approach to rare earths and copper. The sector faces challenges in midstream processing capacity and the risk of market distortions from government intervention.
132. https://www.pressenza.com/2026/04/local-governments-and-development-finance-institutions-partner-to-increase-support-for-resilient-urban-infrastructure-investment/ - At the World Bank Spring Meetings, mayors and Development Finance Institutions (DFIs) convened to address urban climate finance gaps. The roundtable, co-chaired by C40 Cities and the Global Covenant of Mayors, emphasised the need for US$800 billion annual public investment by 2030. Participants discussed strategies to mobilise private capital for adaptation, launch a new guidance report, and strengthen partnerships between national governments and local authorities to support resilient city development globally.
133. https://lithium-news.com/record-chilean-production-output-signals-major-shift-in-global-mining-markets/ - Chile's mining sector has achieved record production output for copper and lithium, driven by technological advances and increased investment. This surge aligns with intensified global demand for critical minerals supporting the renewable energy and electric vehicle transitions. Major operations are exceeding targets, while infrastructure expansions and sustainable practices enhance the industry's appeal to investors. The increased supply has created a more balanced market environment despite initial price volatility concerns.
134. https://metalsandminers.substack.com/p/the-4th-great-supercycle-the-15-yr - U.S. Treasury Secretary Scott Bessent has mandated a policy shift for the World Bank and IMF to redirect capital from climate change initiatives toward funding critical minerals and mining projects. This strategic move aims to counter China's dominance in the rare earths market and address a 15-year global supply deficit. The initiative aligns with a projected surge in demand driven by artificial intelligence, robotics, and grid infrastructure, positioning the sector for a significant investment cycle.
135. https://www.prnewswire.com/news-releases/state-grid-jiangsu-met-en-avant-la-fiabilite-de-lelectricite-a-99-996--et-lacces-simplifie-au-reseau-pour-les-entreprises-internationales-lentreprise-de-services-publics-met-en-avant-lapprovisionnement-en-electricite-a-faible-302746660.html - State Grid Jiangsu Electric Power Company reported a power supply reliability of 99.996 percent in Jiangsu province, China, equivalent to an average annual outage of 0.35 hours per household. The utility highlighted 51 consecutive years without major outages, supported by smart grids and online maintenance. Additionally, the company deployed 20 'Plug-and-Play' demonstration zones in Suzhou to simplify grid connections, saving clients over 10 billion yuan. In 2025, renewable electricity trading in the province exceeded 22 billion kilowatt-hours, with green certificate transactions surpassing 3.5 million. These initiatives aim to support international investments and low-carbon economic development.
136. https://metalsandminers.substack.com/p/the-4th-great-supercycle-the-15-yr - U.S. Treasury Secretary Scott Bessent has mandated a policy shift for the World Bank and IMF to redirect capital from climate change initiatives toward funding critical minerals and mining projects. This strategic move aims to counter China's dominance in the rare earths market and address a 15-year global supply deficit. The initiative aligns with a projected surge in demand driven by artificial intelligence, robotics, and grid infrastructure, positioning the sector for a significant investment cycle.
137. https://www.miningnewsnorth.com/story/2026/04/24/news/copper-powers-record-exploration-in-bc/9636.html - Exploration spending in British Columbia reached a record C$751 million in 2025, a 36% increase driven primarily by copper. Copper exploration specifically surged 119% to C$384 million, overtaking gold as the top commodity sought. This growth occurred in Northern British Columbia, particularly the Northwest region, amidst global supply chain instability and rising metal prices. The surge highlights the province's strategic importance for critical minerals despite challenges regarding permitting and land claims.
138. https://iaeimagazine.org/electrical-fundamentals/policy-sequencing-for-electric-vehicle-charging-infrastructure-deployment/?utm_source=rss&utm_medium=rss&utm_campaign=policy-sequencing-for-electric-vehicle-charging-infrastructure-deployment - The International Council on Clean Transportation (ICCT) presents a structured policy framework for deploying electric vehicle charging infrastructure, categorizing market development into early, developing, and scaling phases. The analysis examines global examples from regions including North America, Europe, Asia, and Africa to identify tailored interventions for different vehicle segments, such as two-wheelers, passenger cars, and heavy-duty vehicles. Key recommendations include establishing standards and funding in early markets, setting binding deployment targets in developing markets, and implementing equity programs and competition oversight in scaling markets to ensure a just transition.
139. https://skillings.net/the-ai-energy-nexus-securing-copper-for-the-2026-grid-expansion/ - In April 2026, the global copper market confronts a structural supply deficit of approximately 100,000 tonnes, driven by the massive expansion of electrical grids required to power artificial intelligence data centers. Demand from AI facilities is projected to reach 475,000 tonnes annually by year-end, necessitating a 2.1 trillion investment gap to be filled. While tech giants pursue direct mining investments and recycling initiatives, manufacturing lead times for copper-dependent transformers exceed 24 months, creating a critical bottleneck for the 2026 grid expansion. Copper prices have stabilized above $13,000 per tonne.
140. https://skillings.net/the-ai-energy-nexus-securing-copper-for-the-2026-grid-expansion/ - In April 2026, the global copper market confronts a structural supply deficit of approximately 100,000 tonnes, driven by the massive expansion of electrical grids required to power artificial intelligence data centers. Demand from AI facilities is projected to reach 475,000 tonnes annually by year-end, necessitating a 2.1 trillion investment gap to be filled. While tech giants pursue direct mining investments and recycling initiatives, manufacturing lead times for copper-dependent transformers exceed 24 months, creating a critical bottleneck for the 2026 grid expansion. Copper prices have stabilized above $13,000 per tonne.
141. https://skillings.net/the-ai-energy-nexus-securing-copper-for-the-2026-grid-expansion/ - In April 2026, the global copper market confronts a structural supply deficit of approximately 100,000 tonnes, driven by the massive expansion of electrical grids required to power artificial intelligence data centers. Demand from AI facilities is projected to reach 475,000 tonnes annually by year-end, necessitating a 2.1 trillion investment gap to be filled. While tech giants pursue direct mining investments and recycling initiatives, manufacturing lead times for copper-dependent transformers exceed 24 months, creating a critical bottleneck for the 2026 grid expansion. Copper prices have stabilized above $13,000 per tonne.
142. https://gestion.pe/economia/southern-ahora-con-luz-verde-para-iniciar-primera-etapa-de-tia-maria-gobierno-lo-autoriza-noticia/ - The Peruvian Ministry of Energy and Mines authorised Southern Peru Copper Corporation to commence the first stage of the Tia Maria mining project in Islay, Arequipa. The approval, issued via Resolution N.º 0194-2026-MINEM/DGM on 17 April, permits operations at the La Tapada pit following verification of technical documentation, land ownership, and environmental certification. The authority determined that prior consultation with indigenous communities was not required as none reside in the direct area of influence. This decision follows a recent nullification of a previous resolution by the Mining Council regarding design and schedule observations.
143. https://www.independent.co.ug/chinas-innovation-dynamism-becomes-global-magnet/ - * Western and Middle Eastern leaders, including Spain's Pedro Sanchez and Germany's Friedrich Merz, are increasingly visiting China to engage with its technology and energy innovations. * China has surpassed the US as Germany's largest trading partner, with significant imports in data processing equipment and electronics indicating deep supply chain integration. * International investors, including sovereign wealth funds from the UAE and Kuwait, are backing Chinese tech firms like CATL and MiniMax, replacing geopolitical risk discounts with resilience premiums. * China unveiled a five-year development roadmap focusing on advanced manufacturing and high-standard opening up to attract global cooperation. * Collaborations on clean energy, autonomous driving, and battery production are expanding across Europe and the Middle East, reinforcing China's role in global industrial upgrading.
144. https://highways.today/2026/04/19/mapping-megaproject-spending/ - Global infrastructure demand is projected to reach $97 trillion by 2040, with Asia accounting for over half. Capital allocation is shifting from isolated landmark projects to integrated systems focusing on logistics, energy transition, and industrial corridors. Key regions include India with its $2.2 trillion pipeline, the Middle East transitioning to sustainable ecosystems like NEOM, Africa developing strategic transport corridors, and Europe investing in network renewal. Financing models are evolving to include asset recycling, blended finance, and sovereign wealth fund participation to address structural pressures and supply chain resilience.
145. https://www.globaltimes.cn/page/202604/1359280.shtml - The 139th Canton Fair in Guangzhou, Guangdong, held in April 2026, highlights China's transition from traditional manufacturing to intelligent creation. Exhibits now feature AI terminals, humanoid robots, and low-altitude economy equipment, replacing earlier dominance by light industry and basic mechanical goods. This evolution reflects the 15th Five-Year Plan's focus on high-end, green, and innovative technologies, with both new and veteran exhibitors demonstrating advanced capabilities and global competitiveness.
146. https://www.haberler.com/ekonomi/turkiye-den-batarya-uretiminde-bolgesel-us-olma-19763534-haberi/ - Turkeys Ministry of Industry and Technology amended its strategic raw materials list to include lithium-ion battery technologies. This regulatory change aims to accelerate investment approvals and financing for electric vehicle projects, positioning Turkey as a regional production hub. The move responds to geopolitical tensions and European demand for alternatives to Asian suppliers, seeking to reduce supply chain risks and boost local manufacturing and foreign direct investment in the sector.
147. https://scheerpost.com/2026/04/19/us-mining-plan-will-sacrifice-mexicos-environment-for-weapons-and-tech/ - The US and Mexico announced an Action Plan on Critical Minerals on February 4 to secure supplies for US arms, technology, and energy transition. Critics argue the agreement offers no benefits to Mexico, ignores health and environmental impacts, and facilitates the extraction of resources like manganese and copper in regions such as Sierra Norte. The plan is seen as enabling hyper-extractivism to support US defence stockpiles while leaving local communities facing pollution and poverty.
148. https://skillings.net/copper-deficit-narrative-why-2026-inventory-levels-are-a-mirage/ - Institutional analysts argue that record global copper inventories exceeding one million tonnes are a temporary mirage concealing a looming structural deficit. While exchange stocks in the US and China appear high, supply constraints in Chile and Peru, combined with surging demand from AI infrastructure and grid modernisation, are expected to create a shortage of approximately 330,000 metric tons by the end of 2026. Major mining companies are pursuing acquisitions in the Vicuña District to address long-term supply gaps, though these projects cannot prevent near-term deficits.
149. https://skillings.net/copper-deficit-narrative-why-2026-inventory-levels-are-a-mirage/ - Institutional analysts argue that record global copper inventories exceeding one million tonnes are a temporary mirage concealing a looming structural deficit. While exchange stocks in the US and China appear high, supply constraints in Chile and Peru, combined with surging demand from AI infrastructure and grid modernisation, are expected to create a shortage of approximately 330,000 metric tons by the end of 2026. Major mining companies are pursuing acquisitions in the Vicuña District to address long-term supply gaps, though these projects cannot prevent near-term deficits.
150. https://miningdigital.com/news/catl-us-mining-push-mineral-supply - Contemporary Amperex Technology Ltd (CATL) announced a planned investment of 30 billion yuan (US$4.4 billion) into a new mining-focused subsidiary. This move aims to integrate existing mining assets and pursue additional mineral developments to strengthen supply continuity for critical battery inputs. The strategy reflects intensifying demand for lithium and other minerals driven by accelerating global electric vehicle and energy storage markets, potentially reshaping procurement relationships and creating opportunities for mining operators.
151. https://wol.com/data-centers-could-spur-a-utility-spending-spree-report-finds-heres-the-impact/ - US utility companies plan to invest $1.4 trillion over the next five years to update the power grid, driven by the data center boom and AI computing needs. A report by PowerLines, analyzing 51 investor-owned utilities serving 250 million customers, identifies data centers as a top capital expenditure driver. While this strengthens grid resilience, the spending could lead to higher electricity bills for consumers as utilities pass costs to households. Residential customers may foot nearly half of the planned spending, though regulators are tasked with oversight to prevent excessive burdens.
152. https://tribuneonlineng.com/mining-deaths-at-plateau-treasure-fields/ - Plateau State suspended mining activities via Executive Order 001 in 2025 to address escalating banditry, terrorism, and fatal safety incidents including pit collapses and gas leaks. Recent events include 37 deaths from carbon monoxide poisoning in Wase and multiple killings by bandits in Barkin-Ladi and Jos South. The Federal Government launched an investigative committee into the gas incident, while the State Government formed a technical committee to oversee reforms. Despite these measures, security agencies face challenges in enforcement, and artisanal miners continue operating, often at night, in unsafe conditions.
153. https://skillings.net/policy-pivot-us-senate-overturns-northern-minnesota-mining-ban/ - The US Senate voted 50-49 to overturn a 20-year federal mining ban in northern Minnesota, utilizing the Congressional Review Act. This decision nullifies a 2023 moratorium on the Duluth Complex, potentially allowing copper and nickel projects like Twin Metals Minnesota to proceed. The move aims to secure domestic supply of critical minerals for defense and energy infrastructure, though it faces opposition from environmental groups concerned about the Boundary Waters Canoe Area Wilderness. The resolution now requires President Trump's signature.
154. https://www.ad-hoc-news.de/boerse/news/ueberblick/bmw-ag-stock-de0005190003-is-electrification-strategy-strong-enough-to/69200398 - BMW AG is executing a strategic pivot toward electrification, launching the Neue Klasse platform with fully electric models from 2025. The company targets 50% electric sales by 2030, competing against Tesla and legacy rivals like Audi. With production hubs in Germany, Hungary, and the US, BMW aims to secure battery supply and achieve cost parity. Analysts view the strategy as a multi-year positive, though risks from China slowdowns and supply chain vulnerabilities persist.
155. https://skillings.net/policy-pivot-us-senate-overturns-northern-minnesota-mining-ban/ - The US Senate voted 50-49 to overturn a 20-year federal mining ban in northern Minnesota, utilizing the Congressional Review Act. This decision nullifies a 2023 moratorium on the Duluth Complex, potentially allowing copper and nickel projects like Twin Metals Minnesota to proceed. The move aims to secure domestic supply of critical minerals for defense and energy infrastructure, though it faces opposition from environmental groups concerned about the Boundary Waters Canoe Area Wilderness. The resolution now requires President Trump's signature.
156. https://skillings.net/policy-pivot-us-senate-overturns-northern-minnesota-mining-ban/ - The US Senate voted 50-49 to overturn a 20-year federal mining ban in northern Minnesota, utilizing the Congressional Review Act. This decision nullifies a 2023 moratorium on the Duluth Complex, potentially allowing copper and nickel projects like Twin Metals Minnesota to proceed. The move aims to secure domestic supply of critical minerals for defense and energy infrastructure, though it faces opposition from environmental groups concerned about the Boundary Waters Canoe Area Wilderness. The resolution now requires President Trump's signature.
157. https://skillings.net/policy-pivot-us-senate-overturns-northern-minnesota-mining-ban/ - The US Senate voted 50-49 to overturn a 20-year federal mining ban in northern Minnesota, utilizing the Congressional Review Act. This decision nullifies a 2023 moratorium on the Duluth Complex, potentially allowing copper and nickel projects like Twin Metals Minnesota to proceed. The move aims to secure domestic supply of critical minerals for defense and energy infrastructure, though it faces opposition from environmental groups concerned about the Boundary Waters Canoe Area Wilderness. The resolution now requires President Trump's signature.
158. https://skillings.net/policy-pivot-us-senate-overturns-northern-minnesota-mining-ban/ - The US Senate voted 50-49 to overturn a 20-year federal mining ban in northern Minnesota, utilizing the Congressional Review Act. This decision nullifies a 2023 moratorium on the Duluth Complex, potentially allowing copper and nickel projects like Twin Metals Minnesota to proceed. The move aims to secure domestic supply of critical minerals for defense and energy infrastructure, though it faces opposition from environmental groups concerned about the Boundary Waters Canoe Area Wilderness. The resolution now requires President Trump's signature.
159. https://e.vnexpress.net/news/business/billionaires/former-huawei-executive-xu-yingtong-becomes-billionaire-amid-energy-storage-boom-5063692.html - Xu Yingtong, former Huawei executive and founder of Sigenergy Technology, became a billionaire following the company's stock doubling on its first day of trading on the Hong Kong stock exchange. Sigenergy, established in 2022, reached a market capitalization of HKD90.5 billion. Revenue climbed nearly sevenfold to CNY9 billion in 2025, driven by global demand for energy storage products and geopolitical tensions affecting energy supply. Key markets include Australia, Vietnam, Germany, and Sweden.
160. https://www.cruxinvestor.com/posts/us-and-iran-ceasefire-lifts-copper-to-us-6-lb-but-smelter-margin-collapse-points-to-tighter-supply-ahead - Copper prices recovered to US$6/lb following US-Iran ceasefire easing, though fundamentals remain strained. China's inbound copper shipments fell to 125,350 tonnes in February 2026, the lowest since April 2011. Treatment and refining charges dropped to negative US$77/t, indicating excess smelting capacity. A reported Chinese ban on sulphuric acid exports from May 2026 could eliminate subsidies for loss-making smelters, potentially triggering production cuts and tightening supply. High LME and ShFE inventories reflect demand timing mismatches rather than structural oversupply.
161. https://www.cruxinvestor.com/posts/us-and-iran-ceasefire-lifts-copper-to-us-6-lb-but-smelter-margin-collapse-points-to-tighter-supply-ahead - Copper prices recovered to US$6/lb following US-Iran ceasefire easing, though fundamentals remain strained. China's inbound copper shipments fell to 125,350 tonnes in February 2026, the lowest since April 2011. Treatment and refining charges dropped to negative US$77/t, indicating excess smelting capacity. A reported Chinese ban on sulphuric acid exports from May 2026 could eliminate subsidies for loss-making smelters, potentially triggering production cuts and tightening supply. High LME and ShFE inventories reflect demand timing mismatches rather than structural oversupply.
162. https://www.cruxinvestor.com/posts/us-and-iran-ceasefire-lifts-copper-to-us-6-lb-but-smelter-margin-collapse-points-to-tighter-supply-ahead - Copper prices recovered to US$6/lb following US-Iran ceasefire easing, though fundamentals remain strained. China's inbound copper shipments fell to 125,350 tonnes in February 2026, the lowest since April 2011. Treatment and refining charges dropped to negative US$77/t, indicating excess smelting capacity. A reported Chinese ban on sulphuric acid exports from May 2026 could eliminate subsidies for loss-making smelters, potentially triggering production cuts and tightening supply. High LME and ShFE inventories reflect demand timing mismatches rather than structural oversupply.
163. https://meconstructionnews.com/66922/hospitality-as-infrastructure-the-new-investment-logic-shaping-the-middle-east - Costas Livadaris, Parsons EMEA, states the Middle East hospitality sector is evolving from individual assets into critical infrastructure. Driven by Saudi Vision 2030 and UAE growth, capital deployment now prioritises integrated delivery, ESG compliance, and public-private partnerships. Success depends on coordinated multi-asset platforms rather than fragmented real estate plays, ensuring operational resilience and long-term asset value across GCC megaprojects.
164. https://www.cruxinvestor.com/posts/us-and-iran-ceasefire-lifts-copper-to-us-6-lb-but-smelter-margin-collapse-points-to-tighter-supply-ahead - Copper prices recovered to US$6/lb following US-Iran ceasefire easing, though fundamentals remain strained. China's inbound copper shipments fell to 125,350 tonnes in February 2026, the lowest since April 2011. Treatment and refining charges dropped to negative US$77/t, indicating excess smelting capacity. A reported Chinese ban on sulphuric acid exports from May 2026 could eliminate subsidies for loss-making smelters, potentially triggering production cuts and tightening supply. High LME and ShFE inventories reflect demand timing mismatches rather than structural oversupply.
165. https://www.cruxinvestor.com/posts/us-and-iran-ceasefire-lifts-copper-to-us-6-lb-but-smelter-margin-collapse-points-to-tighter-supply-ahead - Copper prices recovered to US$6/lb following US-Iran ceasefire easing, though fundamentals remain strained. China's inbound copper shipments fell to 125,350 tonnes in February 2026, the lowest since April 2011. Treatment and refining charges dropped to negative US$77/t, indicating excess smelting capacity. A reported Chinese ban on sulphuric acid exports from May 2026 could eliminate subsidies for loss-making smelters, potentially triggering production cuts and tightening supply. High LME and ShFE inventories reflect demand timing mismatches rather than structural oversupply.
166. https://thyblackman.com/2026/04/18/ev-tax-credit-debate-ending-7500-incentive-impact-us-economy-energy-future/ - Author Froma Harrop argues that removing the $7,500 electric vehicle tax credit harms the US economy and energy security. The piece contrasts past government support for the automotive industry, such as the Federal Highway Act of 1921, with current opposition to EVs. It notes that Ford stopped production of the F-150 Lightning and highlights high US gasoline prices compared to global trends, suggesting the US is losing the EV transition to competitors like China.
167. https://rareearthexchanges.com/news/chinas-liaoning-mining-group-maps-out-expansion-through-2030/ - China's Liaoning Provincial Geological and Mineral Investment Development Group announced a five-year strategy to build a vertically integrated minerals platform. The plan includes over 100 new geological projects and 3-5 new mining operations, focusing on exploration, processing, and trade. This expansion reinforces China's control over the critical minerals value chain and exerts pressure on Western supply chain initiatives.
168. https://rareearthexchanges.com/news/chinas-liaoning-mining-group-maps-out-expansion-through-2030/ - China's Liaoning Provincial Geological and Mineral Investment Development Group announced a five-year strategy to build a vertically integrated minerals platform. The plan includes over 100 new geological projects and 3-5 new mining operations, focusing on exploration, processing, and trade. This expansion reinforces China's control over the critical minerals value chain and exerts pressure on Western supply chain initiatives.
169. https://www.deloitte.com/mu/en/Industries/government-public/perspectives/three-steps-for-financing-smart-cities.html - Deloitte highlights shifting risk and reward between public and private sectors in smart city investments. The report cites the U.S. Department of Transportation's Smart Cities Challenge, where Columbus, Ohio, secured $40 million in grants and $10 million from Vulcan Philanthropies, alongside $100 million in private investment. These funds aim to transform transportation, improve connectivity for lower-income communities, and drive economic benefits. The analysis suggests resource-constrained governments can participate through innovative financing and oversight.
170. https://oilprice.com/Alternative-Energy/Renewable-Energy/Europes-Energy-Problem-Isnt-the-TransitionIts-That-Europe-Never-Finished-It.html - Leon Stille argues Europe's energy crisis stems from underinvesting in grids and storage rather than moving too fast on renewables. The article contends that dependence on imported fossil fuels created fragility exposed by geopolitical events. Stille asserts electrification is an economic strategy to reduce import dependency and improve resilience. While grid congestion reflects rapid demand adoption, the solution requires faster infrastructure permitting and market integration. The piece advises pairing climate targets with industrial policy to support high-value manufacturing sectors rather than slowing the transition.
171. https://www.whalesbook.com/news/English/industrial-goodsservices/Indias-dollar15B-HVDC-Boom-BHEL-Apar-GE-Vernova-Navigating-High-Valuations/69e420e3bca97ee1069150a3 - India's push to reach 50% clean energy by 2030 is creating a $14-15 billion High Voltage Direct Current (HVDC) transmission market. Key players Bharat Heavy Electricals (BHEL), Apar Industries, and GE Vernova T&D India are securing major orders to expand grid capacity to 67 GW by 2030. While BHEL leverages its domestic manufacturing and large order book, Apar focuses on niche conductor components, and GE Vernova leads with advanced technology and high margins. Investors note significant valuation risks, with GE Vernova trading at 97-99x P/E and Apar at double its historical average, alongside concerns over execution capabilities and margin pressures for BHEL.
172. https://www.yahoo.com/news/articles/senate-overturns-20-mining-moratorium-233000685.html - The US Senate voted 50-49 to overturn a 2023 Biden administration moratorium on mining in Minnesota's Superior National Forest. This decision allows Twin Metals, a subsidiary of Chilean giant Antofagasta, to proceed with plans to extract nickel and copper near the Boundary Waters Canoe Area Wilderness. The vote was largely along party lines, with two Republicans joining Democrats to oppose the ban. Environmental advocates and the US Forest Service have raised concerns regarding water pollution and ecological risks, though the project still requires state-level permits.
173. https://diariocorreo.pe/edicion/arequipa/gobierno-autoriza-inicio-de-explotacion-de-tia-maria-luz-verde-para-operar-el-tajo-la-tapada-noticia/ - The Peruvian Ministry of Energy and Mines (Minem) formally authorised the commencement of the first stage of the Tia Maria mining project, specifically the La Tapada pit, operated by Southern Peru Copper Corporation. The decision, issued on 17 April via Resolution No. 0194-2026-MINEM/DGM, followed verification of technical documentation, environmental certification by Senace, and land ownership credentials. Minem determined that prior consultation with indigenous communities was not required as no such populations reside in the direct area of influence. The company must now comply with occupational safety regulations and environmental management commitments.
174. https://www.ad-hoc-news.de/boerse/news/ueberblick/bougainville-copper-ltd-stock-pg0008526520-why-does-its-panguna-restart/69196891 - Bougainville Copper Ltd, majority owned by Rio Tinto, holds the Panguna mine in Papua New Guinea, a major undeveloped copper-gold deposit closed since 1989. With global copper demand surging due to electrification and AI data centers, investors in the US and English-speaking markets are eyeing the asset for high-risk exposure. The company is pursuing feasibility studies and community agreements to potentially restart production, which could add significant supply to a market facing projected deficits through 2030.
175. https://www.ad-hoc-news.de/boerse/news/ueberblick/bougainville-copper-ltd-stock-pg0008526520-why-does-its-panguna-restart/69196891 - Bougainville Copper Ltd, majority owned by Rio Tinto, holds the Panguna mine in Papua New Guinea, a major undeveloped copper-gold deposit closed since 1989. With global copper demand surging due to electrification and AI data centers, investors in the US and English-speaking markets are eyeing the asset for high-risk exposure. The company is pursuing feasibility studies and community agreements to potentially restart production, which could add significant supply to a market facing projected deficits through 2030.
176. https://skillings.net/copper-deficit-2026-why-ma-is-surging-in-frontier-regions/ - A structural copper deficit driven by electrification and AI infrastructure is accelerating M&A activity in frontier mining regions. Major producers are targeting undeveloped assets with scale and high grades, such as those in the Vicuña District, to replace reserves and secure future supply. While these regions offer discovery leverage, they present higher risks regarding permitting, infrastructure, and sovereign stability. Buyers are increasingly willing to underwrite these risks to secure strategic optionality in a tightening market.
177. https://skillings.net/copper-deficit-2026-why-ma-is-surging-in-frontier-regions/ - A structural copper deficit driven by electrification and AI infrastructure is accelerating M&A activity in frontier mining regions. Major producers are targeting undeveloped assets with scale and high grades, such as those in the Vicuña District, to replace reserves and secure future supply. While these regions offer discovery leverage, they present higher risks regarding permitting, infrastructure, and sovereign stability. Buyers are increasingly willing to underwrite these risks to secure strategic optionality in a tightening market.
178. https://www.deccanchronicle.com/nation/in-other-news/cabinet-greenlights-2-da-hike-for-central-staff-and-24815-cr-rail-projects-in-up-ap-1951323 - The Centre increased dearness allowance and relief by 2% effective January 1, 2026, benefiting over 1.18 crore employees and pensioners. Simultaneously, the Cabinet Committee on Economic Affairs approved two railway projects in Uttar Pradesh and Andhra Pradesh costing ₹24,815 crore. These projects involve adding third and fourth lines to existing routes, expanding the network by 601 km to enhance connectivity and operational efficiency.
179. https://www.xataka.com/movilidad/a-shenzhen-le-costo-20-anos-tener-metro-otros-20-tener-mejor-metro-mundo - Shenzhen operates a 635km metro network comprising 441 stations across 17 lines, leading China in network density and usage intensity. The system combines semi-automated and fully automated lines, including Line 20 and the 120km/h Line 11. Operated by Shenzhen Metro Group and MTR Corporation, the network utilizes a Rail + Property model to fund construction. Plans include expanding to 831km by 2028 and exceeding 1,000km between 2030 and 2035 to connect the Greater Bay Area.
180. https://www.fleetcar.ie/advice/ecg-q1-exports-of-new-finished-vehicles-from-china-up-57/ - China exported 2.2 million new finished vehicles in the first quarter of 2026, a 57% year-on-year increase according to the China Association of Automobile Manufacturers. New Energy Vehicle exports surged 116% to 954,000 units, driven by passenger vehicles. Leading exporters included Chery, BYD, and SAIC. Internal combustion engine vehicle exports also grew by 30%. Destination data remains pending.
181. https://www.indiandefensenews.in/2026/04/indias-electronics-sector-flips-supply.html - India's electronics sector is shifting from import reliance to component export power, with vendors exporting a record $2.5 billion in components and sub-assemblies to China in FY26. Driven by the Production Linked Incentive (PLI) scheme and the Electronics Components Manufacturing Scheme (ECMS), companies like Foxconn and TATA Electronics are supplying critical parts to Apple and other global manufacturers. This marks a structural reversal where India moves from being an assembly base to a participant in global value chains, aiming to double domestic value addition to 35-40% over the next five years.
182. https://www.xataka.com/movilidad/transicion-al-coche-electrico-no-le-ha-sentado-bien-a-ford-asi-que-va-a-aprovechar-sus-fabricas-para-hacer-baterias-para-centros-datos - Ford has established a new division, Ford Energy, investing 2 billion dollars to repurpose battery manufacturing capacity for large-scale energy storage. Targeting data centers, utilities, and industrial consumers, the division aims for initial operations within 18 months at its Glendale, Kentucky plant. This strategic shift follows significant losses in Ford's electric vehicle division, with the company seeking to leverage existing infrastructure amidst a declining EV market in the US. The initiative aligns with growing energy demands driven by artificial intelligence and data center expansion.
183. https://indianexpress.com/article/india/railway-cabinet-approves-ghaziabad-sitapur-rajahmundry-visakhapatnam-multi-tracking-godavari-bridge-10643799/ - The Cabinet Committee on Economic Affairs, chaired by Prime Minister Narendra Modi, approved multi-tracking of the Ghaziabad-Sitapur line in Uttar Pradesh and the Rajahmundry-Visakhapatnam line in Andhra Pradesh. The projects, costing Rs 24,815 crore, will increase the railway network by 601 km across 15 districts. Construction will take four years and include six new stations. The initiative aims to decongest high-density routes, lower logistics costs, and reduce CO2 emissions.
184. https://www.aol.com/finance/not-survive-toyota-honda-ford-104500496.html - CEOs of Toyota, Honda, and Ford express severe concern over Chinese automakers' manufacturing speed and cost advantages, citing BYD's market leadership. Honda sales in China have plummeted from 1.6 million units in 2020 to 640,000 in 2025, with facilities operating at 50% capacity. Toyota's CEO stated the industry will not survive without major productivity pivots. Honda cancelled several EV projects, including the 0 SUV and Afeela models, while Canadian tariffs on Chinese EVs have intensified competitive pressures.
185. https://interestingengineering.com/transportation/china-electric-trucks-cut-emissions - Industrial leaders in China believe the nation is on track to replace its heavy-duty freight truck fleet with electric vehicles, potentially cutting industry emissions by 50%. Sany Truck chairman Liang Linhe and CiDi CEO Albert Hu highlighted that lower transport costs and energy independence are key drivers. While battery swapping and cheaper batteries are seen as critical for viability, challenges remain regarding battery weight, payload capacity, and charging infrastructure. Initial adoption is expected in mining, ports, and short-haul sectors before expanding to general freight.
186. https://www.globenewswire.com/news-release/2026/04/18/3276578/0/en/Jim-Rickards-Says-Three-Converging-Trends-in-Gold-Copper-and-American-Resource-Policy-Deserve-Serious-Attention.html - * Former CIA advisor Jim Rickards presents data on gold reaching record highs and a documented copper supply shortage. * S&P Global projects global copper demand will rise 50% by 2040 while supply falls short by 10 million metric tons. * President Trump signed executive orders in 2025 to expedite permitting for Alaska's large undeveloped copper and gold deposits. * The analysis links technology sector volatility with structural shifts in hard asset demand driven by electrification and AI. * Central banks have purchased over 1,000 tonnes of gold annually for three consecutive years through 2024.
187. https://www.globenewswire.com/news-release/2026/04/18/3276578/0/en/Jim-Rickards-Says-Three-Converging-Trends-in-Gold-Copper-and-American-Resource-Policy-Deserve-Serious-Attention.html - * Jim Rickards presents data on gold reaching record highs in 2025 and a projected copper supply shortage by 2040. * S&P Global forecasts a 10 million metric ton global copper supply deficit driven by AI and electrification demand. * President Trump signed Executive Orders in 2025 to expedite permitting for Alaska's critical mineral deposits. * The analysis links technology sector volatility with structural shifts in hard asset demand and US resource security. * A major undeveloped Alaskan deposit containing 57 billion pounds of copper is identified as a key strategic asset.
188. https://athlonuntamed.com/article/senate-vote-opens-door-to-mining-near-boundary-waters-fueling-national-debate/ - On April 16, 2026, the US Senate voted 50-49 to overturn a 2023 mineral withdrawal blocking mining on 225,000 acres of federal land near Minnesota's Boundary Waters Canoe Area Wilderness. The move, passed under the Congressional Review Act, clears a hurdle for the Twin Metals Minnesota project backed by a Chilean conglomerate. The resolution now heads to President Donald Trump. While the vote revives mining prospects for copper, nickel, and cobalt, the project still requires federal and state permitting and faces potential legal challenges.
189. https://www.xataka.com/energia/navarra-silicon-valley-viento-ahora-busca-liderar-almacenamiento-europa-sabe-como-gigante-chino-hithium - Navarra has agreed to host a gigafactory for Hithium Energy Storage, a Chinese battery manufacturer, to produce stationary storage systems. The project involves a joint venture with SODENA, backed by a 450 million euro investment and plans for approximately 700 jobs, with production starting in 2027. This move aims to establish Navarra as a European hub for energy storage, leveraging its existing renewable energy expertise to address grid stability and EU industrial sovereignty.
190. https://solarquarter.com/2026/04/18/european-energy-raises-extra-e60-million-boosting-its-2028-green-bond-to-e210-million/ - European Energy A/S raised an additional EUR 60 million via a tap issue of its senior unsecured green bonds maturing in 2028, increasing the total outstanding volume to EUR 210 million. The capital will accelerate the development of solar, wind, battery storage, and Power-to-X projects in core markets. This funding enhances financial flexibility, allowing the company to advance multiple projects simultaneously and optimise delivery timing and structure for partners and investors.
191. https://www.achrnews.com/articles/166092-the-quiet-electric-shift-what-15-years-of-ahri-data-is-telling-us - Analysis of 15 years of AHRI shipment data reveals a shift towards electric residential water heaters, which surpassed gas in 2020 and reached 54.8% by 2024. Heat pump market share also grew from 33.8% in 2010 to 47% in 2025, recently outselling standard air conditioners monthly. The author attributes these trends to a combination of Inflation Reduction Act incentives, the R-410A manufacturing ban, and organic technology improvements, noting that the water heater shift occurred prior to major subsidies.
192. https://skillings.net/blue-moon-metals-nussir-project-update-timeline-and-brownfield-advantages/ - Blue Moon Metals is advancing its Nussir copper project in northern Norway, targeting first commercial production in December 2027. The feasibility study outlines a 13-year underground operation with an estimated initial capital expenditure of $184 million and an after-tax net present value of $235 million. Leveraging brownfield advantages at the Øyen industrial site, the project aims to produce 19,000 tonnes of copper equivalent annually. Construction on the exploration decline commenced in June 2025, with hot commissioning of the process plant scheduled for Q3 2027.
193. https://www.eqmagpro.com/draft-cea-technical-standards-for-construction-of-power-plants-and-electric-lines-amendment-regulations-2026-eq/ - The Central Electricity Authority (CEA) has amended technical standards for the construction of power plants and electric lines effective 2026. The regulations formally recognise Battery Energy Storage Systems (BESS) as grid assets, mandating minimum performance retention of 90% at five years and 70% at fifteen years. New mandates require solar and wind plants to have a 25-year design life, incorporate RFID tags for traceability, and meet specific grid integration capabilities such as voltage ride-through and automatic generation control for large BESS units. Strict safety, civil, and environmental compliance measures, including seismic bracing and noise limits, are also enforced.
194. https://skillings.net/power-constraints-as-the-new-ore-grade-securing-electricity-for-copper-and-nickel-builds/ - Power availability has emerged as the critical gating factor for copper and nickel mining, surpassing ore grade in importance. Declining ore grades increase energy intensity, while grid interconnection queues in North America and Australia now span five to seven years. Companies are adopting power-first strategies, including renewable hybrids, small modular reactors, and self-generation, to secure firm megawatts. Without reliable power, new mines face financing hurdles and may be forced to export concentrate overseas, reinforcing the value of brownfield projects with existing infrastructure.
195. https://skillings.net/power-constraints-as-the-new-ore-grade-securing-electricity-for-copper-and-nickel-builds/ - Power availability has emerged as the critical gating factor for copper and nickel mining, surpassing ore grade in importance. Declining ore grades increase energy intensity, while grid interconnection queues in North America and Australia now span five to seven years. Companies are adopting power-first strategies, including renewable hybrids, small modular reactors, and self-generation, to secure firm megawatts. Without reliable power, new mines face financing hurdles and may be forced to export concentrate overseas, reinforcing the value of brownfield projects with existing infrastructure.
196. https://skillings.net/daily-mining-industry-news-deep-dive-blogs-operation-100k/ - In a 50-49 vote, the US Senate passed a Congressional Review Act resolution to overturn a 20-year mining ban in the Boundary Waters Canoe Area Wilderness. This reversal reopens the Duluth Complex for large-scale copper-nickel exploration, a move proponents say supports national security. Environmental groups have signaled intent to challenge the decision legally. Meanwhile, the crypto-mining sector recorded historic liquidation levels in Q1 2026 as hashprices fell below breakeven, and South Africa reported a 0.2% rise in mining production driven by iron ore.
197. https://www.alcircle.com/news/g7-to-accelerate-critical-minerals-supply-chain-diversification-and-weaken-chinese-hegemony-118111 - Finance Ministers of the G7 nations reached an agreement in Washington to accelerate the diversification of critical minerals supply chains, aiming to reduce reliance on China. The meeting, co-chaired by France and Japan, addressed China's dominance in rare earth mining and refining. Japan announced a USD 20 million contribution to an Asian Development Bank initiative to support mining and infrastructure projects in resource-rich regions. Participants emphasised collaboration with producing nations to secure stable suppliers and mitigate the risks of China's weaponisation of supply chains.
198. https://www.themorganreport.com/blog/rethinking-the-energy-transition-a-resource-perspective/ - The Morgan Report argues that a complete shift away from fossil fuels is unrealistic within current timelines due to significant gaps between projected demand and available supply for critical minerals like copper, nickel, lithium, cobalt, graphite, and silver. The analysis highlights structural constraints in the mining industry, including long discovery-to-production timelines and economic viability issues, alongside geopolitical supply route disruptions. The report concludes that progress in the energy transition will likely be uneven and constrained without technological breakthroughs.
199. https://www.bisnow.com/new-york/news/infrastructure/nycs-construction-labor-shortages-may-threaten-infrastructure-megaprojects-134185 - * New York City faces potential delays in major transit and airport projects due to a national construction labor shortage. * Multibillion-dollar initiatives including the Second Avenue Subway, JFK Airport modernization, and the Gateway Tunnel are at risk of cost overruns. * Competition from data center construction in lower-tax states and an aging workforce are driving labor away from traditional infrastructure sites. * Industry leaders warn that attracting younger workers and addressing prevailing wage structures are critical to sustaining project momentum. * Automation and AI are deemed insufficient to fully replace the need for skilled human labor in physical construction tasks.
200. https://hub-4.com/news/surging-tax-burden-in-a-falling-market-new-report - The Mineral Products Association reports the tax burden on UK construction materials producers has increased by 29% over four years, coinciding with record-low sales. Citing rises in National Insurance, Corporation Tax, and fuel duty, the association warns this erodes investment confidence and threatens government housing and infrastructure targets. Leaders call for tax stability and protected infrastructure spending to prevent capacity loss.
201. https://www.newsghana.com.gh/tanzania-cancels-40-mining-licences-warns-more-revocations-coming/ - * Tanzania cancelled 40 mineral exploration licences and issued default notices to 43 others on April 15, 2026. * Minister of Minerals Anthony Mavunde cited non-compliance, failure to pay fees, and lack of exploration activities as reasons for the action. * The government is finalising a digital platform to automate licence management, reporting, and enforcement without human intervention. * Revoked licences covering 900 square kilometres will be reallocated under the 'Mining for a Brighter Tomorrow' programme. * Authorities linked licence hoarding to illegal mining and safety hazards, particularly regarding gold rush incidents.
202. https://www.wsws.org/en/articles/2026/04/18/zslr-a18.html - On April 8, Argentina's Chamber of Deputies approved legislation modifying the 2010 Glacier Law to reduce protections for Andean glaciers and periglacial zones. The new law delegates management authority to individual provinces, allowing them to permit open-pit mining projects that could destroy these water sources. This move, supported by President Javier Milei's administration, aims to facilitate mining and oil activities despite ongoing water shortages, forest fires, and contamination in regions like Patagonia and Mendoza. Critics argue the legislation sacrifices water rights for corporate profit interests.
203. https://montrealgazette.com/press-releases/globe-newswire/b2gold-reports-fire-related-incident-to-the-crushing-circuit-at-the-goose-mine/ - B2Gold Corp reported a fire at the Goose Mine in British Columbia on April 16, 2026. The incident occurred in the evening at the secondary crusher screen and feed belt. Emergency responders extinguished the fire with no injuries reported. Operations are continuing on plan while the company investigates the cause and assesses damage.
204. https://skillings.net/newmont-suspends-cadia-mine-operations-following-nsw-earthquake/ - Newmont has suspended operations at its Cadia gold-copper mine in New South Wales following an earthquake. The company halted activity to conduct safety inspections, reporting no injuries or major damage at the time. As one of the world's largest gold-copper operations, the shutdown is significant for market supply expectations. The duration of the suspension remains uncertain pending further assessment of underground workings and infrastructure.
205. https://www.mining.com/chart-copper-output-misses-expose-flaws-in-forecasts/ - Benchmark Mineral Intelligence analysis indicates major copper producers missed or exceeded revised 2025 targets, exposing gaps in supply forecasts. CMOC exceeded its target by 111,000 tonnes, while Zijin Mining Group undershot guidance by 65,000 tonnes due to delays and weaker output. The report highlights that supply models relying on guidance figures often fail to reflect actual production realities.
206. https://www.mining.com/chinalco-bets-700m-on-peru-mine-turnaround/ - Aluminum Corp of China (Chinalco) is investing over $700 million over three years to overhaul its Toromocho copper mine in Peru. The project aims to improve efficiency, extend plant capacity to 170,000 tonnes per day, and introduce molybdenum recovery. This investment is part of a larger $1.7 billion commitment made in 2018. The upgrades address past technical challenges and are expected to secure reserves and ensure continuous supply until 2042. The initiative also includes digital transformation efforts with Huawei Peru.
207. https://www.mining.com/chart-copper-output-misses-expose-flaws-in-forecasts/ - Benchmark Mineral Intelligence analysis indicates major copper producers missed or exceeded revised 2025 targets, exposing gaps in supply forecasts. CMOC exceeded its target by 111,000 tonnes, while Zijin Mining Group undershot guidance by 65,000 tonnes due to delays and weaker output. The report highlights that supply models relying on guidance figures often fail to reflect actual production realities.
208. https://www.mining.com/fast-tracking-us-critical-minerals-could-backfire-without-safeguards-oxfam-warns/ - Oxfam America warns that the US strategy to fast-track critical minerals projects, driven by President Trump's March 2025 executive order, risks causing long-term delays and disruptions. The organisation argues that accelerating permitting without robust environmental safeguards and community engagement undermines the 'social license to operate', potentially leading to costly legal battles and shutdowns. Oxfam advocates for tying government financing to rigorous standards like IRMA rather than existing IFC frameworks, cautioning that ignoring supply chain complexities and community consultation could derail the goal of reducing foreign reliance.
209. https://www.macrobusiness.com.au/2026/04/energy-transition-humans-are-bad-at-non-linear-relationships/ - Damien Klassen, Chief Investment Officer at the Macrobusiness Fund, asserts that solar and battery power have become cheaper than gas and coal due to falling costs and geopolitical supply disruptions. He argues that human thinking is linear while energy transition growth is non-linear, with manufacturing capacity already exceeding installation limits. Klassen advises investors to focus on grid infrastructure rather than manufacturing, noting legacy fossil fuel companies may see short-term profits before a rapid decline.
210. https://sookenewsmirror.com/2026/04/17/mining-ceo-tells-okanagan-dwindling-global-copper-supply-raises-security-concerns/ - Tim Moody, CEO of Pan Global Resources, states that global copper supply is constrained by reserve depletion and falling grades, forecasting a deficit of 10 million tonnes by 2030. He argues this shortage poses national security risks due to reliance on high-risk supply chains. Moody highlights the importance of exploration in stable jurisdictions like British Columbia, noting ongoing disputes over Indigenous land rights, such as the Copper Mountain Mine expansion controversy involving the Upper and Lower Similkameen Indian Bands. He also identifies trends in re-mining waste and technology-driven project restarts.
211. https://skillings.net/skillings-mining-intelligence-navigating-the-supply-cliffs-and-the-strategic-inflection-point-2/ - The global mining industry faces a strategic inflection point in mid-April 2026, driven by structural supply deficits, geopolitical instability, and AI energy demands. Gold prices rebounded to $4,839/oz due to US-Iran tensions. The lithium sector confronts a 'Lithium Cliff,' prompting a shift toward Direct Lithium Extraction (DLE). The FORGE Initiative creates a 'Mineral NATO,' granting a jurisdiction premium to miners in US, Canada, Australia, and aligned South American zones. Copper demand is projected to have a 30% deficit through 2030 due to AI data center expansion. Investors are advised to focus on brownfield projects and operational de-risking.
212. https://www.siliconrepublic.com/machines/electric-vehicles-take-off-evs-sustainability-the-conversation - Researchers from the London School of Economics and University of Birmingham argue that electric vehicles have reached a tipping point for adoption, driven by a 93% fall in battery costs since 2010 rather than oil price shocks. Global sales surpassed 17 million in 2024, with Norway and Ethiopia leading adoption. While the transition offers economic benefits and reduced oil dependence, the authors warn of new geopolitical risks associated with critical mineral supply chains and potential social contestation in mining communities.
213. https://www.ad-hoc-news.de/boerse/news/ueberblick/national-grid-us-uk-clean-energy-push-faces-rising-debt-and-regulation/69185399 - National Grid is implementing a £60 billion investment strategy through 2029 to support net-zero goals, focusing on grid upgrades for renewables, electric vehicles, and data centers in the UK and US. While the company maintains a dominant market position and stable cash flows, it faces increasing financial pressure with net debt exceeding £40 billion and operating profits dipping due to higher financing costs. Analysts maintain cautious optimism, highlighting execution risks related to supply chains and regulatory approvals as key factors for investors.
214. https://ca.finance.yahoo.com/news/paul-krugman-says-trumps-iran-204711143.html - Nobel Prize-winning economist Paul Krugman argues that President Trump's blockade of Iranian ships and ports, amidst ongoing war disruptions in the Strait of Hormuz, benefits China. Krugman states that rising oil prices and energy market instability accelerate the shift to renewables, a sector where China dominates manufacturing and supply chains. While the U.S. expands domestic battery production, it remains reliant on Chinese supply chains, potentially allowing China to solidify its lead in the global clean energy market ahead of schedule.
215. https://interestingengineering.com/energy/rivian-redwood-second-life-ev-battery-storage - Rivian and Redwood Materials have deployed a 10 MWh second-life battery energy storage system at Rivian's manufacturing facility in Normal, Illinois. The system utilizes over 100 repurposed electric vehicle battery packs to reduce peak electricity costs and support grid stability. Redwood Materials will manage integration and dispatch using its Pack Manager technology. The initiative aims to extend battery life beyond vehicle use, offering a scalable solution for industrial energy storage without waiting for new infrastructure.
216. https://www.lex18.com/news/covering-kentucky/federal-budget-changes-leave-kentucky-energy-projects-in-limbo - The Trump administration has effectively halted grants under the Department of Agriculture's Rural Energy for America Program (REAP) and reset clean energy tax credit timelines. Analysis reveals no rural energy grants or loan guarantees have been awarded this fiscal year. Developers face uncertainty as projects stall or are abandoned due to new deadlines, while some large-scale operators adapt. Farmers report financial stress and delayed solar installations following policy shifts.
217. https://losangelesweeklytimes.com/electric-vehicle-owners-could-earn-thousands-by-supporting-power-grid/ - A pilot project in Delaware demonstrated that electric vehicle owners could earn up to $3,359 annually by allowing parked cars to supply electricity to the grid via vehicle-to-grid technology. While renewable energy generation fluctuates, EVs can act as a collective battery to balance supply and demand. However, widespread adoption faces challenges including technical complexity regarding alternating and direct current conversion, high costs for compatible chargers, and the need for grid upgrades. Utilities and manufacturers are developing standards and tariffs to facilitate this technology, though alignment on a single standard is required for mass-market scaling.
218. https://cleantechnica.com/2026/04/17/china-plans-to-double-renewable-energy-by-2035-thats-the-good-news/ - On April 17, 2026, Wang Changlin, vice chairman of China's National Development and Reform Commission, announced a plan to double the country's non-fossil fuel energy supply by 2035 compared to 2025 levels. The initiative includes significant increases by 2030 and relies on massive hydropower projects in Tibet and desert-based renewable hubs. While analysts view this as a step toward climate goals, the plan faces scrutiny regarding its ambition relative to previous targets and the continued reliance on coal for energy security.
219. https://gestion.pe/economia/empresas/chinalco-recibe-luz-verde-para-expandir-produccion-en-toromocho-con-millonaria-inversion-noticia/ - Peru's Senace approved Chinalco's technical report to expand the Toromocho mine's daily output from 140,000 to 170,000 tonnes. The project, located in Junin, requires over $729 million and includes 28 sub-projects over three years. Improvements involve new mineral storage, processing plant upgrades, and new facilities for copper and molybdenum separation. Officials highlight the mine's strategic role in Peru's copper and molybdenum production for global energy transition.
220. https://www.jdsupra.com/legalnews/ferc-to-act-on-large-load-4921249/ - On April 16, 2026, the Federal Energy Regulatory Commission issued an Order Regarding Intent to Act in Docket No. RM26-4-000, announcing it will take action by the end of June 2026 regarding the interconnection of large electrical loads to the interstate transmission system. The move follows an Advance Notice of Proposed Rulemaking initiated by the U.S. Department of Energy in October 2025. FERC aims to address reliability, cost allocation, and timing challenges caused by rapid load growth through standardized approaches.
221. https://www.mining.com/british-columbia-exploration-spending-sets-record-on-copper-appetite/ - Exploration spending in British Columbia reached a record C$751 million in 2025, a 36% increase from the previous year, driven by a surge in copper projects. Copper spending accounted for over half of total investment, surpassing gold for the first time. Junior miners led the rebound with a 47% rise in expenditure, supported by improved financing conditions. The shift reflects growing confidence in long-term copper demand linked to electrification and the energy transition, particularly in the province's northwestern 'Golden Triangle' region.
222. https://www.mining.com/fast-tracking-us-critical-minerals-could-backfire-without-safeguards-oxfam-warns/ - Oxfam America warns that the US strategy to fast-track critical minerals projects, driven by President Trump's March 2025 executive order, risks causing long-term delays and disruptions. The organisation argues that accelerating permitting without robust environmental safeguards and community engagement undermines the 'social license to operate', potentially leading to costly legal battles and shutdowns. Oxfam advocates for tying government financing to rigorous standards like IRMA rather than existing IFC frameworks, cautioning that ignoring supply chain complexities and community consultation could derail the goal of reducing foreign reliance.
223. https://english.news.cn/20260418/020563daa12340728f9a632f2526d163/c.html - China's Q1 2025 exports grew 11.9%, with electromechanical products surging 21.4%, driven by data center goods. As the world's largest AI goods exporter (19% of global total), China supplies critical infrastructure including generators, transformers, and optical modules to global markets. Companies like Weichai Power, Safewell Group, and Zhongji InnoLight report robust orders and profits, underpinning the global AI expansion with reliable, cost-effective manufacturing.
224. https://stonenews.eu/neom-reassesses-ambitions-contract-cancellations-and-strategic-shift/ - NEOM management terminated key infrastructure contracts for the Trojena and The Line projects in April 2026, affecting Italian contractor Webuild and Hyundai Engineering & Construction. The $4.7 billion Trojena deal was ended for convenience with full compensation. This restructuring, led by the Public Investment Fund (PIF), shifts focus to phased implementation, data centers, and the Oxagon industrial port to address rising costs and geopolitical tensions. The strategy prioritizes short-term viability over the initial ambitious vision.
225. https://yukon-news.com/2026/04/15/kudz-ze-kayah-mine-approved-despite-kaska-opposition-after-renewed-consultation/ - Federal and territorial regulators approved the Kudz Ze Kayah mine in Yukon on April 10, 2026, following a court-ordered consultation process. The Ross River Dena Council opposes the project, arguing it infringes on unceded Aboriginal title and poses risks to the Finlayson caribou herd and water. While regulators state consultation obligations were met, the First Nation maintains the approval lacks informed consent and will seek financial redress.
226. https://www.chinanews.net/news/278994850/tsmc-to-expand-3nm-chip-production-in-taiwan-us-and-japan-as-ai-demand-surges - TSMC announced a global expansion of its 3nm production capacity in Taiwan, the United States, and Japan to meet soaring demand for artificial intelligence chips. CEO CC Wei stated that the company will accelerate investments, with new lines in Taiwan starting mass production in the first half of 2027 and facilities in Arizona and Japan following in 2027 and 2028 respectively. The firm expects 2026 sales to grow by more than 30% driven by orders from AI, smartphones, and automotive sectors.
227. https://gestion.pe/economia/empresas/chinalco-recibe-luz-verde-para-expandir-produccion-en-toromocho-con-millonaria-inversion-noticia/ - Peru's Senace approved Chinalco's technical report to expand the Toromocho mine's daily output from 140,000 to 170,000 tonnes. The project, located in Junin, requires over $729 million and includes 28 sub-projects over three years. Improvements involve new mineral storage, processing plant upgrades, and new facilities for copper and molybdenum separation. Officials highlight the mine's strategic role in Peru's copper and molybdenum production for global energy transition.
228. https://www.chinadaily.com.cn/a/202604/18/WS69e2bdf4a310d6866eb44223.html - Chinese officials announced a strategic focus on expanding domestic demand as a key priority for the 15th Five-Year Plan (2026-30). The National Development and Reform Commission plans to release an implementation strategy to boost consumption, investment, and incomes. With domestic demand contributing 84.7% to Q1 2026 GDP growth, authorities will allocate central funds and treasury bonds to support infrastructure, service sectors, and consumer venues, aiming to stabilise growth amid external uncertainties.
229. https://missoulacurrent.com/boundary-mining-ban/ - The US Senate voted 50-49 to overturn a 2023 public lands order banning mining for 20 years in the Boundary Waters Canoe Area Wilderness. Using the Congressional Review Act, the chamber reversed the decision by former Interior Secretary Deb Haaland. The vote, largely along party lines, sets a precedent that could allow future administrations to rescind similar public land protections in other states, including Montana. Proponents argue the move opens mineral leases, while opponents warn of environmental damage and foreign ownership of resources.
230. https://republicofmining.com/2026/04/17/pebble-plaintiffs-rebut-doj-veto-brief-by-a-j-roan-north-of-60-mining-news-april-15-2026/ - Northern Dynasty Minerals Ltd, the state of Alaska, Iliamna Natives Ltd, and Alaska Peninsula Corp filed a reply brief in Alaska Federal Court on April 15, 2026. The submission responds to the Department of Justice's February filing regarding the EPA's 2023 Final Determination under Section 404(c) of the Clean Water Act. This determination barred the USACE from issuing a federal wetlands permit for the Pebble project in Southwest Alaska, a dispute centred on potential harm to the Bristol Bay watershed.
231. https://www.grandforksherald.com/news/minnesota/federal-mining-ban-repeal-draws-mixed-reactions-from-minnesota-lawmakers - * Following the US Senate's repeal of the federal mining moratorium on federal land in Minnesota, state lawmakers introduced four new bills to regulate non-iron mining. * Democratic legislators proposed measures to prohibit copper nickel sulfide mines on state-owned lands in the Rainy River watershed and require upfront financial assurance for environmental damages. * Proposals include banning permits for companies with histories of corruption or natural resource destruction and mandating a decade of pollution-free operation history for similar US mines. * Republicans celebrated the federal repeal as a boost for the Iron Range economy, while Democrats expressed concerns over water sources and Indigenous rights. * Lawmakers acknowledged the difficulty of passing legislation late in the session, with some predicting potential legal challenges could prolong the process.
232. https://www.theguardian.com/us-news/2026/apr/17/senate-overturn-biden-era-mining-ban-minnesota - * The US Senate voted 50-49 to repeal a 2023 moratorium on mining in the 225,000-acre Superior National Forest near the Boundary Waters. * The measure clears the way for Twin Metals Minnesota, a subsidiary of Antofagasta PLC, to pursue a copper and nickel mine project. * Environmental groups condemned the vote, warning of potential contamination to the wilderness area, while proponents argue it strengthens mineral supply chains. * The resolution now proceeds to President Donald Trump, who is expected to sign it into law. * Despite the Senate victory, the project faces ongoing legal battles and must still secure federal leases and state permits.
233. https://www.cato.org/blog/will-trumps-next-tariffs-be-sham-too - The Cato Institute argues that the Trump administration's Section 301 investigations into structural excess capacity are a sham designed to replace expiring Section 122 tariffs. The think tank contends the US Trade Representative lacks sufficient evidence, citing flawed capacity utilization benchmarks and ignoring US government subsidies. Experts warn the agency is rushing to justify new trade restrictions before the statutory deadline expires in July.
234. https://www.xataka.com/movilidad/plan-maestro-china-latinoamerica-llevar-decada-sembrando-puertos-trenes-a-cosechar-sus-coches-electricos - China is leveraging a decade of infrastructure investment in Latin America to expand its electric vehicle exports. The strategy involves building ports and railways to facilitate trade, with companies like BYD establishing production in Brazil to supply Mexico and Argentina. This move addresses China's domestic automotive overproduction while utilizing the region's growing middle class and favorable trade agreements. The expansion has raised concerns in Washington regarding economic dependency and national security.
235. https://www.xataka.com/movilidad/plan-maestro-china-latinoamerica-llevar-decada-sembrando-puertos-trenes-a-cosechar-sus-coches-electricos - China is leveraging a decade of infrastructure investment in Latin America to expand its electric vehicle exports. The strategy involves building ports and railways to facilitate trade, with companies like BYD establishing production in Brazil to supply Mexico and Argentina. This move addresses China's domestic automotive overproduction while utilizing the region's growing middle class and favorable trade agreements. The expansion has raised concerns in Washington regarding economic dependency and national security.
236. https://qazinform.com/news/kazakhstans-industrial-output-up-to-kzt1517trl-in-q1-9a4924 - Kazakhstan's industrial output totalled KZT15.17 trillion in the first quarter of 2026. The manufacturing sector led with KZT7.56 trillion, followed by mining at KZT6.24 trillion. Atyrau region recorded the highest output at KZT2.60 trillion. Production included 28.8 million tons of coal, 19.7 million tons of crude oil, and 13.4 billion cubic meters of natural gas. Metallurgical and machine building sectors also reported significant volumes of steel, copper, cars, and transformers.
237. https://sookenewsmirror.com/2026/04/17/mining-ceo-tells-okanagan-dwindling-global-copper-supply-raises-security-concerns/ - Tim Moody, CEO of Pan Global Resources, states that global copper supply is constrained by reserve depletion and falling grades, forecasting a deficit of 10 million tonnes by 2030. He argues this shortage poses national security risks due to reliance on high-risk supply chains. Moody highlights the importance of exploration in stable jurisdictions like British Columbia, noting ongoing disputes over Indigenous land rights, such as the Copper Mountain Mine expansion controversy involving the Upper and Lower Similkameen Indian Bands. He also identifies trends in re-mining waste and technology-driven project restarts.
238. https://www.jdsupra.com/legalnews/new-section-232-tariff-overhaul-winners-2215276/ - On April 2, 2026, President Donald J. Trump issued a proclamation modifying the Section 232 tariff regime for aluminum, steel, and copper derivatives, effective April 6, 2026. The changes include assessing duties on the full customs value of covered articles rather than just metal content, introducing a 15% de minimis threshold for certain derivatives, and establishing a four-tier tariff structure. The order also provides reduced rates for U.S.-origin and UK-origin metals and removes specific HTS codes from the regime. The article notes unresolved questions regarding the interaction between these new Section 232 duties and existing Section 122 tariffs.
239. https://natlawreview.com/article/trade-developments-cbp-launch-phase-1-ieepa-tariff-refund-portal-april-20-while - * US Customs and Border Protection (CBP) is rolling out Phase I of an online portal to refund duties collected under the International Emergency Economic Powers Act (IEEPA). * The portal, integrated into the Automated Commercial Environment (ACE), allows importers to request refunds for unliquidated entries and those liquidated within the past 80 days starting April 20. * New Section 232 tariffs impose a 50% duty on base metal products including copper and a 100% tariff on certain pharmaceuticals effective mid-to-late 2026. * Proclamation 11021 clarifies that goods containing multiple base metals are subject to only one applicable duty rate. * Pharmaceutical tariffs include exemptions for companies with onshore production plans approved by the US Department of Commerce.
240. https://elbuho.pe/2026/04/llallimayo-paro-ambiental-enfrenta-riesgo-de-politizacion-en-pleno-contexto-electoral/ - A 48-hour environmental strike scheduled for 25 and 26 May in the Llallimayo basin, Melgar province, Peru, faces the risk of politicalisation during the current electoral context. Communities demand the fulfilment of environmental commitments related to mining activities, specifically the construction of an acid water treatment plant. Experts warn that the protest's legitimacy could be weakened if perceived as a political tool rather than a genuine environmental defence, urging the use of verifiable evidence and institutional channels to maintain focus.
241. https://carboncredits.com/catl-profit-jumps-49-as-it-launches-4-4b-mining-unit-to-secure-ev-supply-chain/ - Contemporary Amperex Technology Co. Limited (CATL) reported a 48.52% year-on-year increase in net profit to 20.74 billion yuan in the first quarter of 2026, driven by strong global EV battery demand. The company announced the creation of a new subsidiary with registered capital of 30 billion yuan to focus on mineral exploration, metal processing, and chemical sales. This strategic move aims to secure raw material supply chains, reduce price volatility exposure, and consolidate existing mining assets in regions including the Democratic Republic of Congo and Indonesia. CATL also appointed Chen Jinghe as an adviser for its mining business. Shares rose following the announcement.
242. https://www.theeastafrican.co.ke/tea/business-tech/drc-tightens-grip-on-cobalt-supply-with-strategic-reserve-shift-5426838 - On April 10, 2026, the Democratic Republic of Congo approved a decision to transfer management of its strategic mineral reserve to Arecoms, the national markets regulator. This move grants Arecoms authority to acquire, hold, and market critical resources, including cobalt, to stabilise global markets and enhance economic sovereignty. The DRC, the world's largest cobalt producer, previously implemented export bans and quotas to address price slumps caused by oversupply. The new reserve allows the state to stockpile unused export quotas and intervene in supply to support development and improve living conditions for vulnerable populations.
243. https://bulawayo24.com/index-id-news-sc-national-byo-263897.html - A villager was shot at the Sino Africa Huijin Mine in Zimbabwe, marking the third reported shooting incident at the site in five years. The Centre for Natural Resource Governance (CNRG) reports the victim, an unarmed artisanal miner, was allegedly shot after failing to pay a US$10 access fee. While Manicaland provincial police spokesperson Wiseman Chinyoka classified the incident as self-defence, CNRG warns of excessive force and calls for due process amid allegations of corruption and weak regulation in the mining sector.
244. https://www.theeastafrican.co.ke/tea/business-tech/drc-tightens-grip-on-cobalt-supply-with-strategic-reserve-shift-5426838 - On April 10, 2026, the Democratic Republic of Congo approved a decision to transfer management of its strategic mineral reserve to Arecoms, the national markets regulator. This move grants Arecoms authority to acquire, hold, and market critical resources, including cobalt, to stabilise global markets and enhance economic sovereignty. The DRC, the world's largest cobalt producer, previously implemented export bans and quotas to address price slumps caused by oversupply. The new reserve allows the state to stockpile unused export quotas and intervene in supply to support development and improve living conditions for vulnerable populations.
245. https://www.unian.ua/economics/other/ukrajina-vtrachaye-valyutni-nadhodzhennya-cherez-diyu-svam-eksport-rudi-obvalivsya-mayzhe-na-34-13352766.html - Ukraine's ore export plummeted by 33.9% year-on-year in the first quarter of 2026, driven by falling global raw material prices, rising energy costs, and regulatory pressures. Ferrexpo reported a 72% production drop due to power supply disruptions from Russian attacks. The mining sector, a key source of foreign currency, faces systemic crisis risks as steel production declines and the EU's CBAM mechanism complicates exports.
246. https://www.globenewswire.com/news-release/2026/04/17/3276397/0/en/The-World-Will-Need-More-Copper-in-the-Next-30-Years-Than-It-Has-Consumed-in-All-of-Human-History-Ex-Pentagon-Advisor-Says-One-American-Company-Controls-the-Deposit-That-Could-Chan.html - * Jim Rickards, former CIA advisor and macro economist, identifies a specific Alaskan copper deposit as a critical resource to address global supply deficits. * S&P Global projects a 10 million metric ton supply shortfall by 2040 driven by AI, defense, and energy transition demands. * The Trump administration has issued Executive Orders 14241 and 14153 to expedite permitting for critical minerals and natural resource development in Alaska. * Rickards argues that domestic production of this deposit is essential for national security and reducing dependence on foreign supply chains. * The deposit contains 57 billion pounds of copper and 71 million ounces of gold, representing one of the world's largest undeveloped reserves.
247. https://www.northernminer.com/news/u-s-vote-unlocks-huge-antofagasta-copper-project-in-minnesota/1003890114/ - The US Senate narrowly voted to overturn a 20-year mining ban on public lands in northern Minnesota, potentially reviving the Twin Metals copper-nickel project backed by Chile's Antofagasta. The 50-49 vote rescinds the moratorium covering 225,000 acres of the Superior National Forest near the US-Canada border. The resolution, passed by the House, will be sent to President Donald Trump for signature. The project, located near Ely, targets one of the world's largest polymetallic deposits but remains years from construction pending further permitting and environmental review. Critics warn of risks to the ecologically sensitive Boundary Waters watershed.
248. https://internationalbanker.com/brokerage/why-have-infrastructure-funds-experienced-strong-growth-in-recent-quarters/ - Global infrastructure funds hit a record $1.35 trillion in assets under management in late 2025, more than double their size five years earlier. Growth is driven by AI infrastructure, energy transition, and decarbonisation, with dealmaking rising 22% year-over-year to exceed $960 billion. Key drivers include inflation-linked returns, portfolio diversification, and government spending on modernisation in regions like the UK, Germany, and China. The sector is projected to grow 70% by 2030.
249. https://www.northernminer.com/news/chinalco-bets-1-7b-on-peru-mine-turnaround/1003890111/ - Aluminum Corp. of China (Chinalco) is investing approximately $1.7 billion to overhaul its Toromocho mine in Peru. The project, located in the Morococha district of Yauli province, aims to add molybdenum output and increase mill throughput to 170,000 tonnes per day. The investment includes a $1.35 billion core expansion and $350 million in technical modifications to address past challenges and improve competitiveness. The mine, which started operations in 2013, is expected to operate for 36 years. This development occurs amidst political uncertainty in Peru ahead of a presidential run-off that could impact mining policies and foreign investment.
250. https://www.rionegro.com.ar/energia/impacto-minero-la-rioja-paralizo-el-mayor-proyecto-de-cobre-del-pais-y-genera-tension-con-san-juan-4543202/ - A La Rioja court ordered the suspension of Vicuna Corp's copper project access for 30 days due to missing environmental impact assessments. The ruling blocks heavy machinery transit through La Rioja to reach the San Juan site, affecting 140km of routes. Vicuna Corp, a joint venture between BHP and Lundin Mining, continues operating in San Juan and claims it has not been officially notified of the judgment. The conflict involves local employment demands and environmental concerns raised by the provincial government.
251. https://www.globenewswire.com/news-release/2026/04/17/3276397/0/en/The-World-Will-Need-More-Copper-in-the-Next-30-Years-Than-It-Has-Consumed-in-All-of-Human-History-Ex-Pentagon-Advisor-Says-One-American-Company-Controls-the-Deposit-That-Could-Chan.html - * Former CIA advisor Jim Rickards identifies a significant Alaskan copper deposit as a critical resource to address global supply deficits. * S&P Global projects a 10 million metric ton shortfall in copper supply by 2040 due to rising demand from AI, defense, and the energy transition. * The Trump administration has issued executive orders to expedite permitting for critical mineral development in Alaska. * The Alaskan deposit contains 57 billion pounds of copper and 71 million ounces of gold, representing a potential domestic supply source. * Rickards argues that domestic production is essential for national security and reducing dependence on foreign supply chains.
252. https://asiatimes.com/2026/04/china-shock-2-0-jolts-global-economy-as-trump-does-xis-work/ - * China's industrial overcapacity and state-led initiatives under 'Made in China 2025' are driving a second wave of global economic disruption known as 'China shock 2.0'. * Chinese electric vehicle exports surged 140% year-on-year in March 2026, with BYD leading the increase, while domestic sales in China fell 14% due to a property crisis. * US President Donald Trump's trade policies, including tariffs and the removal of EV tax credits, have failed to stop Chinese firms from capturing global market share in EVs, AI, and robotics. * Economists warn that China's aggressive move into higher-value sectors is squeezing out developing Asian economies, threatening their export-led growth models and accelerating deindustrialization risks. * China's 2026-2030 Five-Year Plan prioritizes 'intelligentization' and industrial applications in AI, semiconductors, and quantum technology, aiming to dominate future economic sectors despite domestic challenges.
253. https://news.mongabay.com/short-article/2026/04/virtus-minerals-signs-first-major-deal-under-us-drc-critical-minerals-partnership/ - Virtus Minerals, a US-based firm with eight employees, has acquired Chemaf and its assets in the Democratic Republic of Congo. The deal, reportedly influenced by US President Donald Trump's administration, marks the first concluded by a US firm since a December 2025 agreement. Virtus holds rights to deposits including the Mutoshi mine, capable of producing up to 5% of the world's cobalt supply. While the company plans to sell minerals exclusively to US or aligned buyers, concerns remain regarding historical pollution, forced evictions, and violence in the region associated with previous mining operations.
254. https://www.eenews.net/articles/groups-promise-fight-after-congress-scraps-bidens-minnesota-mining-limits/ - The US Senate approved legislation to repeal a 2023 Biden administration order that withdrew over 225,000 acres in Minnesota's Superior National Forest from mining and geothermal leasing. The vote, 50-49, utilized the Congressional Review Act to undo the protection of the Boundary Waters Canoe Area Wilderness. This action paves the way for Twin Metals Minnesota, a subsidiary of Chilean company Antofagasta, to proceed with its proposal to mine copper and nickel. Environmental groups and Democrats condemned the move, while Republicans hailed it as a victory for jobs and critical minerals. The resolution now heads to President Trump's desk.
255. https://www.hawaiitribune-herald.com/2026/04/17/nation-world-news/senate-narrowly-overturns-minnesota-mining-ban-sending-bill-to-trump/ - * The US Senate voted 50-49 to overturn a 20-year mining ban in the Superior National Forest, sending the bill to President-elect Donald Trump. * The legislation specifically targets the Antofagasta Twin Metals project, which aims to extract copper, cobalt, and nickel on 225,504 acres. * Conservation groups including Save the Boundary Waters oppose the move, citing risks to water quality and wilderness areas. * Republicans argue the reversal is necessary to secure domestic mineral supply chains for electric vehicles and national defense. * The vote relies on a 1996 Congressional Review Act provision, preventing future presidents from reinstating the ban.
256. https://www.df.cl/empresas/mineria/adam-burley-director-general-de-crecimiento-y-desarrollo-de-cobre-en-rio - Adam Burley, Rio Tinto's Director General of Copper Growth and Development, states that Chile is a key investment destination for the mining giant. The company recently expanded its alliance with Codelco to develop the Nuevo Cobre mining district and joined two state lithium projects, Maricunga and Salares Altoandinos. Rio Tinto aims to accelerate copper production through new greenfield projects, joint ventures, and acquisitions, citing strong market fundamentals despite geopolitical tensions.
257. https://www.df.cl/regiones/arica-y-parinacota/empresas/tribunal-ambiental-revisa-suspension-de-faenas-de-quiborax-en-surire-y - The Environmental Tribunal is reviewing a request by Quiborax to partially resume mining operations in the Salar de Surire, which have been suspended since 2024. The company seeks to operate in 12 polygons between May and December, citing financial difficulties. The Council of State Defense (CDE) opposes this, warning of risks to the ecosystem, particularly flamingo populations, and arguing that the suspension remains necessary to protect the unitary ecosystem. The tribunal will now decide on the lifting of the precautionary measure.
258. https://cnevpost.com/2026/04/17/seres-joins-bmw-mercedes-china-charging-jv/ - Seres becomes a shareholder in Ionchi, a joint venture with BMW and Mercedes-Benz, to expand premium EV charging infrastructure in China. Each company holds a 33.3% stake. Ionchi aims to build at least 1,000 supercharging stations by 2026, with 430 built by December 2025. The move supports the launch of Aito's new models and enhances exclusive premium charging benefits for brand customers.
259. https://realtynmore.com/from-cost-to-value-why-corporates-are-willing-to-pay/ - Corporates in Delhi-NCR are increasingly willing to pay a premium for Grade A office spaces, viewing them as strategic investments rather than cost centres. Data from Cushman and Wakefield indicates Delhi-NCR office leasing reached 15.8 million square feet in 2025, a 24% increase, with Noida seeing a 73% rise. The Noida Expressway and new infrastructure, including the Noida International Airport, are driving this demand. Multinational corporations and GCCs, particularly, prioritise Grade A buildings for ESG compliance, operational efficiency, and global workplace parity, with GCCs accounting for 45% of total absorption in the region in 2025.
260. https://electriccarsreport.com/2026/04/rivian-and-redwood-launch-second-life-ev-battery-storage-at-illinois-plant/ - Rivian and Redwood Materials have launched a large-scale second-life EV battery storage system at Rivian's manufacturing plant in Normal, Illinois. The project utilises over 100 retired battery packs to provide 10 MWh of dispatchable energy, aiming to lower operating costs and support grid stability. Managed via Redwood's Pack Manager technology, the initiative repurposes batteries that retain significant capacity after vehicle use, offering a cost-effective solution for industrial energy needs amidst rising US electricity demand.
261. https://spacedaily.com/sd-w-hanois-75-billion-question-why-vietnams-rail-gamble-is-really-about-beijing/ - Vietnamese President To Lam visited China to secure cooperation on high-speed rail, public security, and technology transfer. The visit occurred as Vietnam approved major rail lines, including a Hanoi-Ho Chi Minh City line starting in 2025. Lam requested Chinese expertise and technology transfer, narrowing the vendor list against Japanese and European competitors. While South China Sea disputes were managed diplomatically, the focus remained on infrastructure alignment under the Belt and Road framework.
262. https://www.mediafax.ro/economic/cererea-de-energie-regenerabila-creste-va-duce-la-majorarea-preturilor-cuprului-si-argintului-23721880 - Zafer Ergezen, a futures and commodities expert, states that rising global demand for renewable energy, driven by security concerns and sustainability efforts, will intensify demand for copper and silver. This trend is particularly evident in the Asia-Pacific region, China, and the Middle East, where investments in nuclear and renewable capacity are increasing to reduce dependence on oil and fossil fuels.
263. https://www.miningreview.com/news/drc-signs-major-deal-to-supply-copper-to-the-us/ - The Democratic Republic of Congo is significantly increasing copper exports to the United States, aiming to reach 500,000 tonnes annually by 2026. State-owned miner Gécamines, via its new trading arm, will supply 100,000 tonnes starting early 2026. This shift follows a 2025 critical minerals partnership and aims to reduce reliance on Chinese buyers while securing Western financing and logistics support for operations like Tenke Fungurume and Kamoto.
264. https://www.miningreview.com/news/drc-signs-major-deal-to-supply-copper-to-the-us/ - The Democratic Republic of Congo is significantly increasing copper exports to the United States, aiming to reach 500,000 tonnes annually by 2026. State-owned miner Gécamines, via its new trading arm, will supply 100,000 tonnes starting early 2026. This shift follows a 2025 critical minerals partnership and aims to reduce reliance on Chinese buyers while securing Western financing and logistics support for operations like Tenke Fungurume and Kamoto.
265. https://t3n.de/news/stromnetz-batteriespeicher-betrieb-1731162/ - Germany's electricity grid expansion has significantly lagged behind the rapid growth of wind and solar power, leading to frequent curtailments and billions in costs. In response, the Federal Ministry for Economic Affairs and Climate Action plans to reduce renewable subsidies and build new gas plants. A proposed 'Redispatch Reserve' will penalise investors building in overloaded areas. While battery storage capacity has surged, regulatory hurdles and market structures currently limit their effectiveness in stabilising the grid. New policies aim to synchronise renewable deployment with grid upgrades and introduce 'grid booster' models to optimise storage usage.
266. https://www.rooferscoffeeshop.com/post/understanding-federal-material-requirements - The Build America, Buy America Act, signed into law on November 15, 2021, requires that iron, steel, manufactured products, and construction materials on federally funded infrastructure projects be produced in the United States. Exceptions exist for domestic unavailability, unsatisfactory quality, or significant cost increases. Manufacturers like Hunter Panels must certify compliance to avoid delays on projects including highways, bridges, and public transit.
267. https://www.newarab.com/news/turkey-syria-jordan-deal-revives-historic-middle-east-railway - Turkey, Syria and Jordan have signed a memorandum of understanding to modernise and reconnect their railway networks, reviving the historic Hejaz Railway line. The project, expected to take four to five years, aims to create a corridor linking southern Europe to the Gulf and Saudi Arabia. Concurrently, Jordan and the UAE agreed on a $2.3 billion rail project connecting the Port of Aqaba to mining regions. These initiatives seek to restore regional connectivity, boost trade, and support post-war reconstruction.
268. https://www.globalminingreview.com/mining/17042026/vizsla-copper-receives-drilling-permit-for-the-copperview-project/ - Vizsla Copper Corp. has obtained a five-year Multi-Year Area Based permit for its 11,630-hectare Copperview Project in south-central British Columbia. The approval enables drilling at multiple sites and limited trail construction. The company plans to commence a drill program later this year to evaluate the porphyry-related copper potential of the previously undrilled M5 target.
269. https://www.xaluannews.com/modules.php?name=News&file=article&sid=3741643 - China's crude steel production dropped 6.3% to 87.04 million tonnes in March 2026, the lowest March figure since 2020. Narrowing profit margins due to rising input costs and geopolitical tensions in the Middle East drove the decline. Only 41% of steel firms remained profitable. Export volumes fell 12.6% amid reduced Middle East demand and new licensing restrictions, while domestic demand weakened due to a continuing property sector downturn.
270. http://www.ecns.cn/china/2026-04-17/detail-ihfcrmac7244158.shtml - Wang Changlin, deputy head of China's National Development and Reform Commission, announced plans to boost domestic demand as a priority for the 15th Five-Year Plan. The strategy involves accelerating the allocation of 755 billion yuan in central government investment funds and 1 trillion yuan in ultra-long special treasury bonds, alongside raising quotas for local government special-purpose bonds and rolling out 800 billion yuan in policy-backed financial instruments to stimulate consumption.
271. https://www.arkansasonline.com/news/2026/apr/17/us-industrial-production-slips-in-march/ - US industrial production fell 0.5% in March, driven by a 2.3% drop in utility output and declines in mining and manufacturing. The decline followed a revised 0.7% surge in February. While factory output rebounded in the first quarter after a three-year low, business optimism is waning due to higher energy and material costs linked to the conflict in the Middle East. Motor vehicles, primary metals, and furniture production decreased, though non-auto factory output edged up 0.1%.
272. https://www.arkansasonline.com/news/2026/apr/17/chinas-economy-grows-5-through-1st-quarter-of-2026/ - China's economy expanded 5% year-on-year in the first quarter of 2026, surpassing economist expectations and accelerating from the previous quarter's 4.5% growth. Industrial output rose 5.7% in March, driven by strong global demand for electronics and autos, while retail sales increased 1.7% despite sluggish domestic consumption. The growth occurred during the seventh week of the Iran war, which has raised energy prices and global inflation. While China is expected to weather short-term disruptions, analysts warn that a protracted conflict could reduce global appetite for Chinese exports in the second half of the year, potentially impacting the achievement of the 4.5% to 5% annual growth target.
273. https://reneweconomy.com.au/stunning-growth-of-battery-storage-puts-it-at-centre-of-global-energy-security-needs-for-cars-and-for-grids/?utm_source=rss&utm_medium=rss&utm_campaign=stunning-growth-of-battery-storage-puts-it-at-centre-of-global-energy-security-needs-for-cars-and-for-grids - Benchmark Market Intelligence reports a 29% increase in global lithium-ion battery demand in 2025, driven by electric vehicle adoption and grid-scale storage growth of 50%. The Iran war and subsequent fuel price spikes in regions like Australia, New Zealand, and France are accelerating the shift to renewables and storage to enhance energy security. By 2030, demand is projected to reach 3.5 TWh. While emerging technologies face cost challenges, current battery storage remains economically viable due to improved efficiency and falling costs.
274. https://www.arkansasonline.com/news/2026/apr/17/senate-approves-resolution-lifting-ban-on-mining/ - The US Senate voted 50-49 to approve a resolution lifting a federal ban on mining near Minnesota's Boundary Waters Canoe Area Wilderness. The measure, sent to President Donald Trump for signature, aims to allow Twin Metals Minnesota LLC, a subsidiary of Chile's Antofagasta Minerals, to extract copper, nickel, and other metals. While Republicans argue the move boosts domestic mineral security and jobs, Democrats and conservationists warn it risks devastating pollution to one of the country's last wild areas and sets a dangerous precedent for public land protections.
275. https://www.japantimes.co.jp/environment/2026/04/17/energy/china-clean-energy-targets/ - China aims to significantly increase and double its non-fossil fuel energy supply by 2035 compared to 2025 levels. Vice Chairman Wang Changlin of the National Development and Reform Commission announced the target, citing massive hydropower projects in Tibet and desert-based renewable hubs as key drivers. Analysts suggest this goal is more ambitious than previous targets, potentially raising the non-fossil energy share to 29% by 2029 if demand grows at 2.5% annually.
276. https://electriccarsreport.com/2026/04/xcharge-opens-first-european-ev-charger-assembly-plant-in-spain/ - XCharge inaugurated its first European assembly facility in Silla, Valencia, Spain, to manufacture high-power EV charging systems and battery storage solutions. The 3,000-square-meter site, operating under the 'Made in Spain' label, aims to achieve full production capacity by 2027. The plant will initially assemble GridLink chargers, supporting local supply chains and reducing delivery times for the European market. This expansion complements XCharge's existing Madrid and Hamburg facilities, reinforcing Spain's role as a key electromobility hub following a surge in EV sales.
277. https://readthejoe.com/economy/utilities-plan-1-4t-spending-spree-to-power-ai-and-your-bill-might-follow/ - American utility companies are planning a record $1.4 trillion infrastructure buildout to support data centers for artificial intelligence. This spending represents a 20% increase from the previous year, with half allocated to system upgrades and wildfire resilience. Electricity costs have risen 4.6% annually, outpacing inflation, while residential prices have surged 33% since 2019. Political backlash has led to rate freezes in Alabama and hearings in Indiana, with tech companies pledging to limit price increases. Utilities now require upfront payments from developers to mitigate risks of stranded infrastructure.
278. https://www.energytrend.com/news/20260417-51265.html - JA Solar, Jinko Solar, Risen Energy, and Premier Energies have collectively secured large-scale photovoltaic module orders exceeding 3.2 GW. The deals span Latin America, Europe, China, and India, involving strategic partnerships with distributors, state-owned enterprises, and independent power producers. Specific contracts include a 400 MW agreement in Mexico, 90.32 MW across four European nations, 1.2 GW of HJT modules with China Huaneng Group, and a 1.6 GW supply contract in India valued at 25.77 billion rupees.
279. https://miningbusinessafrica.co.za/akobo-minerals-pauses-segele-mine-operations-amid-fuel-supply-disruptions/ - Akobo Minerals has temporarily suspended operations at its Segele mine in Ethiopia following a shortage of imported diesel. The company attributes the fuel scarcity to reduced tanker traffic through the Strait of Hormuz. A diesel shipment is scheduled to arrive in May to sustain operations until a reliable supply is secured. The pause does not impact the mine's mineral resources, infrastructure, or long-term development plans.
280. https://miningbusinessafrica.co.za/zambias-mining-boom-threatened-by-skills-shortage/ - Zambia's rapid mining expansion, driven by copper and EV-related minerals, is outpacing the local supply of skilled artisans, technicians, and managers. The shortage creates a talent squeeze with rising salaries, threatening production targets by 2031. Industry experts urge mines to engage workforce partners early for planning, utilise expatriate expertise for skills transfer, and develop local talent pipelines to sustain growth.
281. https://www.cbnme.com/news/spains-sener-wins-design-contract-for-26-6b-saudi-landbridge-rail-megaproject/ - Spanish engineering firm Sener has secured a design consultancy contract for Saudi Arabia's $26.6 billion Landbridge railway project. The 1,500-km corridor, connecting Jeddah to Dammam and Jubail, is a flagship initiative under Vision 2030 aimed at diversifying the economy and enhancing logistics. The project, part of a consortium including Hill International and Italferr, targets completion in 2034 and will support freight speeds up to 160 km/h and passenger services up to 250 km/h.
282. https://www.mercomindia.com/solar-ppa-prices-rise-13-yoy-in-north-america-while-declining-13-in-europe - LevelTen Energy's Q1 2026 PPA Price Index reports a 13% year-over-year increase in U.S. solar PPA prices to $64.49/MWh, driven by policy uncertainty, supply constraints, and data center demand. Conversely, European solar PPA prices declined 13% due to weaker demand. North American markets are shifting toward hybrid and storage-backed agreements to manage volatility. Wind prices in the U.S. also rose nearly 24% YoY, hindered by FAA permitting delays and labor shortages.
283. https://skillings.net/strategic-realignment-drc-boosts-us-copper-supply-and-the-global-mineral-shift/ - The Democratic Republic of Congo has increased its planned annual copper exports to the United States from 100,000 to 500,000 tonnes. This strategic shift involves a joint venture between state-owned miner Gécamines and global trader Mercuria, backed by the US International Development Finance Corporation. The move aims to bypass Chinese refining routes, secure Western supply chains, and establish a price floor amidst global supply deficits.
284. https://skillings.net/strategic-realignment-drc-boosts-us-copper-supply-and-the-global-mineral-shift/ - The Democratic Republic of Congo has increased its planned annual copper exports to the United States from 100,000 to 500,000 tonnes. This strategic shift involves a joint venture between state-owned miner Gécamines and global trader Mercuria, backed by the US International Development Finance Corporation. The move aims to bypass Chinese refining routes, secure Western supply chains, and establish a price floor amidst global supply deficits.
285. https://skillings.net/mine-electrification-7-mistakes-youre-making-and-how-to-fix-them/ - As of mid-April 2026, the transition to all-electric mining has become an operational necessity driven by ESG regulations and diesel volatility. The article outlines seven common errors operators face, including inadequate thermal management, neglecting brownfield grid constraints, ignoring equipment standardization, miscalculating total cost of ownership, failing to redesign mine plans for charging cycles, underestimating workforce retraining needs, and overlooking copper supply chain deficits. Specific fixes involve implementing liquid cooling systems, conducting dynamic load simulations, adopting CCS or MCS standards, utilizing 10-year TCO models, integrating opportunity charging, deploying acoustic vehicle alerting systems, and securing long-term critical mineral supply agreements.
286. https://skillings.net/strategic-realignment-drc-boosts-us-copper-supply-and-the-global-mineral-shift/ - The Democratic Republic of Congo has increased its planned annual copper exports to the United States from 100,000 to 500,000 tonnes. This strategic shift involves a joint venture between state-owned miner Gécamines and global trader Mercuria, backed by the US International Development Finance Corporation. The move aims to bypass Chinese refining routes, secure Western supply chains, and establish a price floor amidst global supply deficits.
287. https://skillings.net/strategic-realignment-drc-boosts-us-copper-supply-and-the-global-mineral-shift/ - The Democratic Republic of Congo has increased its planned annual copper exports to the United States from 100,000 to 500,000 tonnes. This strategic shift involves a joint venture between state-owned miner Gécamines and global trader Mercuria, backed by the US International Development Finance Corporation. The move aims to bypass Chinese refining routes, secure Western supply chains, and establish a price floor amidst global supply deficits.
288. https://www.prnewswire.co.uk/news-releases/orvana-reports-q2-fy2026-production-results-and-provides-update-on-oxides-stockpile-project-at-don-mario-bolivia-302745370.html - * Orvana Minerals Corp. reported Q2 FY2026 production results with a restart of doré production at its Don Mario operation in Bolivia. * The subsidiary EMIPA processed 47,387 tonnes of legacy low-grade sulfide ore during operational trials in February and March 2026. * Production yielded 893 gold ounces and 1,055 silver ounces, contributing 911 Gold Equivalent Ounces to the consolidated total. * The company plans to integrate the Au-Ag circuit with new plant circuits and begin feeding oxide ore from stockpiles in the coming weeks. * Full planned production levels at Don Mario are targeted for Q4 FY2026 following the completion of circuit integration.
289. https://hedgeco.net/news/04/2026/infrastructure-megadeals-surge-inside-the-33-4-billion-aes-acquisition-and-the-global-race-for-energy-assets.html - Global Infrastructure Partners and EQT have agreed to acquire AES Corporation for approximately $33.4 billion. The transaction, valued at enterprise value, marks one of the largest infrastructure buyouts of 2026. The deal reflects a convergence of the global energy transition, rising power demand from artificial intelligence, and the increasing role of private capital in funding critical energy systems. AES, with its diversified portfolio of wind, solar, hydroelectric, and natural gas facilities, is being acquired to provide stable cash flows and participate in secular growth trends.
290. https://www.australianmining.com.au/newmont-ramps-up-cadia-following-magnitude-4-5-quake/ - Newmont is resuming processing operations at its Cadia site in New South Wales after a magnitude-4.5 earthquake. The company reported no injuries and confirmed that while some underground damage exists, it is not significant. Surface infrastructure, including tailings facilities, shows no damage. Assessments are ongoing to determine the full recovery timeline and potential long-term production impacts.
291. https://skillings.net/world-bank-urged-to-pivot-toward-critical-minerals-to-counter-china-dominance/ - US Treasury Secretary Scott Bessent called for the World Bank and IMF to reshape their mandates to prioritize critical mineral security at the 2026 Spring Meetings in Washington. Addressing China's 90% control of rare earth processing, Bessent argued for strategic project financing in the Global South to de-risk supply chains. The proposal includes direct equity stakes, infrastructure funding, and regional refining hubs to reduce dependency on non-market economies and support the energy transition.
292. https://skillings.net/world-bank-urged-to-pivot-toward-critical-minerals-to-counter-china-dominance/ - US Treasury Secretary Scott Bessent called for the World Bank and IMF to reshape their mandates to prioritize critical mineral security at the 2026 Spring Meetings in Washington. Addressing China's 90% control of rare earth processing, Bessent argued for strategic project financing in the Global South to de-risk supply chains. The proposal includes direct equity stakes, infrastructure funding, and regional refining hubs to reduce dependency on non-market economies and support the energy transition.
293. https://skillings.net/world-bank-urged-to-pivot-toward-critical-minerals-to-counter-china-dominance/ - US Treasury Secretary Scott Bessent called for the World Bank and IMF to reshape their mandates to prioritize critical mineral security at the 2026 Spring Meetings in Washington. Addressing China's 90% control of rare earth processing, Bessent argued for strategic project financing in the Global South to de-risk supply chains. The proposal includes direct equity stakes, infrastructure funding, and regional refining hubs to reduce dependency on non-market economies and support the energy transition.
294. https://mining.com.au/gunnison-copper-expands-access-to-strategic-opportunities/ - Gunnison Copper has become a member of the US Department of War's Defense Industrial Base Consortium (DIBC) to access government-backed funding and accelerate domestic copper supply for defence. The company, which restarted its Johnson Camp Mine in 2025 with US$13.9 million in Department of Energy support, aims to deliver large-scale refined copper. Its flagship Arizona project is expected to produce up to 174 million pounds annually, supporting defence manufacturing needs.
295. https://theweek.com/politics/china-renewable-green-energy-electrostate-iran-war - A war-induced oil shock is driving European and Asian nations to rely on China for renewable energy components, as the country's strategic investment in green technology positions it as a global 'electrostate'. Experts suggest this crisis will catalyze further investment in renewables, reducing global dependence on fossil fuels and oil-producing regions while increasing reliance on Chinese manufacturing.
296. https://theconversation.com/electric-vehicles-pass-tipping-point-breaking-the-link-with-oil-prices-280655 - A new discussion paper argues that the electric vehicle transition has reached a sustainable tipping point due to a 93% fall in battery costs since 2010, decoupling growth from oil price volatility. Global sales surpassed 17 million in 2024, with Norway and Ethiopia leading adoption. While the shift creates new geopolitical risks regarding critical mineral supply chains, the economic platform effect of EVs ensures long-term viability despite challenges in labour and resource distribution.
297. https://shalemag.com/doe-grid-infrastructure-investment-reconductoring-the-power-spectrum/ - On March 12, 2026, the US Department of Energy announced a 1.9 billion dollar initiative under the Grid Resilience and Innovation Partnerships (GRIP) program. The SPARK program aims to address transmission bottlenecks caused by surging demand from AI data centers and clean energy transitions. Funding, allocated across grid resilience, smart grid, and innovation categories, will support reconductoring projects to increase capacity on existing lines without new towers. Applications are due by May 20, 2026, with selections expected in August 2026.
298. https://www.automotiveaddicts.com/114491/automakers-pivot-to-battery-storage-ev-demand-slows-math-looks-tough - Facing a slowdown in electric vehicle demand, major automakers including Ford, GM, and legacy manufacturers are shifting factory capacity toward stationary battery storage to diversify revenue. While data center and AI infrastructure growth drives demand, the economics remain challenging due to the need for new chemistry, significant capital investment, and long lead times. Tesla's energy division has already achieved higher gross margins than its automotive business, prompting competitors to adopt similar strategies despite geopolitical supply chain complexities and tariffs.
299. https://www.northernminer.com/news/bc-exploration-spending-sets-record-on-copper-appetite/1003890095/ - Exploration spending in British Columbia reached a record $751 million in 2025, a 36% increase from the previous year, according to a survey by EY. Copper emerged as the top exploration target, accounting for over half of total investment, surpassing gold. This growth was primarily driven by junior miners, whose spending rose 47%, contrasting with declining investment in Ontario and Quebec as those provinces shifted focus to production.
300. https://mining.com.au/gunnison-copper-expands-access-to-strategic-opportunities/ - Gunnison Copper has become a member of the US Department of War's Defense Industrial Base Consortium (DIBC) to access government-backed funding and accelerate domestic copper supply for defence. The company, which restarted its Johnson Camp Mine in 2025 with US$13.9 million in Department of Energy support, aims to deliver large-scale refined copper. Its flagship Arizona project is expected to produce up to 174 million pounds annually, supporting defence manufacturing needs.
301. https://www.thisdaylive.com/2026/04/17/lafarge-empowers-100-persons-with-disabilities-in-vocational-entrepreneurial/ - Nigeria aims to bridge a $2.3 trillion infrastructure deficit between 2020 and 2043 by attracting private capital through Public-Private Partnerships. Jobson Ewalefoh, Director-General of the Infrastructure Concession Regulatory Commission, stated at the IMF/World Bank Spring Meetings 2026 in Washington DC that the nation requires approximately $100 billion annually. The National Integrated Infrastructure Master Plan envisions 70 per cent of funding from the private sector, with energy and transport identified as priority areas requiring hundreds of billions in investment.
302. https://www.prnewswire.com/news-releases/xinhua-silk-road-ningbo-and-chinas-shift-from-making-things-to-making-them-smarter-302745518.html - * Ningbo's value-added industrial output rose 9.3 percent year on year in the first two months of 2026. * The city is upgrading its manufacturing base using digital tools, industrial internet platforms, and AI. * Output in carmaking, computers, communications equipment, and general equipment manufacturing posted strong growth. * Companies like Ningbo Puzhi Future Robotics Co., Ltd. and Joyson Holding Co., Ltd. are deploying humanoid robots and smart manufacturing systems. * Ningbo serves as a microcosm of China's shift from traditional manufacturing to smarter, more efficient production.
303. https://www.prnewswire.com/news-releases/xinhua-silk-road-ningbo-and-chinas-shift-from-making-things-to-making-them-smarter-302745518.html - * Ningbo's value-added industrial output for enterprises above designated size increased by 9.3 percent year on year in the first two months of 2026. * This growth rate is 4 percentage points faster than the full-year rate recorded in 2025. * Twenty-seven of the city's 36 major industries expanded, including carmaking, computers and communications equipment, and general equipment manufacturing. * The city is transitioning its manufacturing base by integrating digital tools, industrial internet platforms, and AI to enhance production efficiency. * Companies such as Ningbo Puzhi Future Robotics Co., Ltd. and Joyson Holding Co., Ltd. are deploying humanoid robots and data-driven systems on factory floors.
304. https://mugglehead.com/eldorado-gold-completes-foran-mining-acquisition-secures-mcilvenna-bay-copper-asset/ - Eldorado Gold Corporation has completed the acquisition of Foran Mining Corporation, gaining full ownership of the McIlvenna Bay project in Saskatchewan. The deal expands Eldorado's exposure to copper and base metals, adding a large, long-life deposit to its portfolio. Chief executive George Burns stated the acquisition strengthens the company's asset base and diversification. Eldorado plans to integrate Foran as a wholly owned subsidiary and delist its shares, focusing on advancing the project toward production.
305. https://grist.org/politics/republicans-deploy-little-known-law-to-open-minnesota-wilderness-to-mining-boundary-waters/ - Senate Republicans passed a resolution to lift a two-decade ban on mining in Minnesota's Boundary Waters, utilizing the Congressional Review Act to overturn a Biden-era Public Land Order. The move, which requires only a simple majority, enables the Trump administration to open the area to mining by Twin Metals. Critics argue the action violates legal precedents, disregards scientific opposition from the U.S. Forest Service, and undermines tribal treaty rights. The decision faces widespread opposition from environmentalists and recreation groups.
306. https://www.businesstoday.com.my/2026/04/17/singapores-march-non-oil-exports-rise-15-3-on-strong-ai-driven-electronics-demand/?utm_source=rss&utm_medium=rss&utm_campaign=singapores-march-non-oil-exports-rise-15-3-on-strong-ai-driven-electronics-demand - Singapore's non-oil domestic exports increased by 15.3% in March, marking the seventh consecutive month of growth. The surge was primarily driven by a 74% year-on-year rise in electronics exports, fueled by strong demand for AI-related products including integrated circuits, disk media, and personal computers. Total trade expanded by 38.5% in January, while non-electronic NODX declined by 0.6% in the first quarter of 2026.
307. https://www.startribune.com/boundary-waters-twin-metals-senate-vote-pete-stauber-minnesota-antofagasta-copper-nickel-mining/601751796 - The mining ban on the Twin Metals project in Northeast Minnesota has been overturned. Proponents, including U.S. House Rep. Pete Stauber, argue the project will drive job growth and investment. However, environmentalists and tribal leaders oppose the mine due to concerns over copper industry contamination risks in the Boundary Waters watershed, which could harm the environment and disrupt tourism for 150,000 annual visitors.
308. https://www.df.cl/empresas/mineria/codelco-y-anglo-american-optan-por-doble-via-ambiental-para-proyecto - Codelco and Anglo American plan to submit two independent but identical environmental studies for their joint Andina-Los Bronces mining project in central Chile by December. This strategy aims to expedite regulatory approval while complying with Chilean constitutional requirements that Codelco retain title to its concessions. The integrated plan involves creating a single open-pit mine, sharing infrastructure, and reducing water consumption, though it risks overloading Chile's environmental assessment system and facing public opposition.
309. https://alantonelson.wordpress.com/2026/04/16/whats-left-of-our-economy-u-s-manufacturing-output-takes-a-breather-in-march-but-keeps-positive-during-trump-2-0/ - US real manufacturing production fell 0.17% in March, the worst monthly result since October. However, output remains positive during the first 13 months of the second Trump administration, growing 1.07% compared to a 1.52% contraction in the final 13 months of the Biden era. Key sub-sectors like electrical equipment and fabricated metals showed gains, while the automotive industry led declines with a 3.73% drop. The data predates potential war-related disruptions.
310. https://www.jdsupra.com/legalnews/structuring-considerations-for-mexico-s-7738594/ - On April 7, 2026, the Mexican Congress approved the Law for the Promotion of Investment in Strategic Infrastructure for Welfare Development. The legislation establishes a regulatory framework to attract public, private, and social investment in sectors including transportation, energy, water, health, education, and technology. Key mechanisms include Special Purpose Vehicles (SPVs), mixed participation schemes with contracts up to 40 years, and access to government guarantees. The law requires compliance with existing fiscal discipline and budgetary legislation, with a Strategic Planning Council to be established within 120 days.
311. https://www.prnewswire.com/news-releases/orvana-reports-q2-fy2026-production-results-and-provides-update-on-oxides-stockpile-project-at-don-mario-bolivia-302745359.html - * Orvana Minerals Corp. reported Q2 FY2026 production results with a restart of doré production at its Don Mario operation in Bolivia. * The subsidiary EMIPA processed 47,387 tonnes of legacy low-grade sulfide ore during operational trials in February and March 2026. * Production yielded 893 gold ounces and 1,055 silver ounces, contributing 911 Gold Equivalent Ounces to the consolidated total. * The company plans to integrate the Au-Ag circuit with new plant circuits and begin feeding oxide ore from stockpiles in the coming weeks. * Full planned production levels at Don Mario are targeted for Q4 FY2026 following the completion of circuit integration.
312. https://krocnews.com/senate-approves-bwca-mining-resolution/ - The US Senate voted 50-49 to approve a resolution sending President Donald Trump a measure to lift a federal ban on mining near Minnesota's Boundary Waters Canoe Area Wilderness. The move aims to allow Twin Metals Minnesota LLC, a subsidiary of Chile's Antofagasta Minerals, to extract copper, nickel, and other metals. Conservationists and Democrats oppose the resolution, citing risks of pollution to the watershed and setting a dangerous precedent for public land protections. The resolution now awaits the President's signature.
313. https://gestion.pe/mundo/eeuu/por-un-voto-familia-chilena-luksic-es-la-gran-ganadora-tras-decision-del-senado-de-eeuu-noticia/ - The US Senate voted 50-49 to revoke a 2023 federal order prohibiting mining in the Boundary Waters Canoe Area Wilderness in Minnesota. This decision supports the Twin Metals Minnesota LLC project, controlled by Antofagasta Plc, which is owned by the Chilean Luksic family. The move aligns with the Trump administration's goals to boost domestic critical mineral supply and reduce reliance on China, potentially accelerating environmental and mining permits for the copper and nickel project.
314. https://patch.com/minnesota/across-mn/u-s-senate-votes-50-49-allow-mining-near-boundary-waters?utm_source=article-mostrecent&utm_medium=rss&utm_term=politics%20%26%20government&utm_campaign=recirc&utm_content=aol - The U.S. Senate voted 50-49 to repeal a Biden-era moratorium on mining near the Boundary Waters Canoe Area Wilderness in Minnesota. The decision allows potential development on over 225,000 acres of the Superior National Forest, benefiting Twin Metals Minnesota, a subsidiary of Antofagasta. Critics warn of pollution risks, while supporters argue it secures domestic critical mineral supplies.
315. https://natlawreview.com/article/new-section-232-tariff-overhaul-winners-losers-and-unintended-consequences - * President Donald J. Trump issued a proclamation on April 2, 2026, modifying the Section 232 tariff regime for aluminum, steel, and copper, effective April 6, 2026. * The new regime assesses Section 232 duties on the full customs value of covered derivative articles rather than solely on the metal-content portion. * A de minimis concept excludes certain metal derivative articles if their applicable metal content is below 15% by weight. * The structure introduces a four-tier system with rates of 50%, 25%, and a temporary 15% cap, alongside reduced rates for US and UK origin goods. * The proclamation removes various HTS codes from the regime and introduces potential double taxation on non-metal components due to the interaction with Section 122 tariffs.
316. https://www.scdailypress.com/2026/04/16/chino-hearing-doesnt-mean-closeout-time-soon/ - * Freeport-McMoRan is holding a public hearing on April 21 to present an updated closure plan for the Chino Mine in New Mexico. * The revised plan includes a new 806-acre Kessel Stockpile for waste rock and an expansion of Reservoir 9 to facilitate deeper mining. * Officials clarify the update is a standard five-year regulatory requirement and does not indicate imminent mine closure. * The Gila Resources Information Project emphasises the critical need for updated water treatment protocols and sufficient financial assurance for reclamation. * Stakeholders warn that inadequate financial guarantees could shift cleanup costs and environmental risks to taxpayers.
317. https://www.business-standard.com/economy/news/msme-copper-recyclers-face-shutdown-risk-amid-west-asia-conflict-126041501160_1.html - India's Material Recycling Association of India (MRAI) warns that nearly 23% of copper scrap imports from Gulf countries have halted due to the West Asia conflict, causing severe supply shortages. Consequently, small and medium enterprises are scaling down production, facing tripled gas costs, and a liquidity crunch. The industry has petitioned the government for reduced GST rates, fuel priority, and financial relief to prevent job losses and supply chain destabilisation.
318. https://www.business-standard.com/opinion/columns/monetisation-is-the-new-ppp-a-side-door-for-private-capital-in-infra-126041601481_1.html - India has launched NMP 2.0, targeting ₹16.72 trillion in infrastructure investment for FY 2026-30, marking a strategic shift from greenfield PPPs to brownfield asset monetisation. This approach retains public ownership while transferring operational risks to private capital. The model aims to address past failures in risk allocation, with sectors like railways and power now focusing on minority stake sales and InvITs. Despite challenges in defining service-level agreements, the strategy seeks to attract private investment without divesting state assets.
319. https://www.fxstreet.com/news/cny-chinese-data-support-modest-currency-strength-danske-bank-202604161921 - Danske Bank reports that China's Q1 GDP growth of 5.0% and industrial production of 5.7% exceeded expectations, contributing to a slight strengthening of the Chinese yuan. However, retail sales growth remained weak at 1.7% and unemployment rose to 5.4%. Policymakers are prepared to implement further stimulus if the impact of the Iran war on exports and domestic demand intensifies.
320. https://www.business-standard.com/economy/news/msme-copper-recyclers-face-shutdown-risk-amid-west-asia-conflict-126041501160_1.html - India's Material Recycling Association of India (MRAI) warns that nearly 23% of copper scrap imports from Gulf countries have halted due to the West Asia conflict, causing severe supply shortages. Consequently, small and medium enterprises are scaling down production, facing tripled gas costs, and a liquidity crunch. The industry has petitioned the government for reduced GST rates, fuel priority, and financial relief to prevent job losses and supply chain destabilisation.
321. https://www.business-standard.com/industry/news/electronics-exports-catching-up-with-oil-products-shows-govt-data-126041601272_1.html - India's electronics exports reached a record $48 billion in FY26, a 24.3% increase driven by a 138% rise in smartphone shipments to the US and the Electronic Component Manufacturing Scheme. This growth has significantly narrowed the export gap with oil products, which fell 15% to $53.9 billion due to geopolitical tensions. Stakeholders project electronics will surpass oil as the second-largest export item by FY27. The Indian Cellular and Electronics Association aims to increase India's global smartphone production share to 30-35% within five years.
322. https://elcomercio.pe/economia/peru/megaproyectos-en-peru-enfrentan-trabas-que-ponen-en-riesgo-su-ejecucion-senala-capeco-l-ultimas-noticia/ - Guido Valdivia, executive vice-president of Capeco, stated during the presentation of the Economic Report of Construction No. 99 that infrastructure and productive megaprojects in Peru face growing obstacles threatening their execution. He highlighted the suspension of public works worth approximately S/68 billion and noted that key initiatives like Metro Line 3 and the Callao anteport are excluded from the new National Infrastructure Plan. Valdivia attributed delays to technical barriers, fiscal limitations, and public management issues, urging a reform of the management model and the promotion of public-private partnerships.
323. https://copperbeltkatangamining.com/drc-expands-copper-sales-to-u-s-as-it-strengthens-control-over-strategic-minerals/?utm_source=rss&utm_medium=rss&utm_campaign=drc-expands-copper-sales-to-u-s-as-it-strengthens-control-over-strategic-minerals - The Democratic Republic of the Congo has increased planned copper exports to the United States to 500,000 tonnes, a fivefold rise from January commitments. Led by state firm Gécamines and executed via Mercuria Energy Group with backing from the U.S. International Development Finance Corporation, the deal targets production from stakes in Kamoto Copper Company and Tenke Fungurume Mine. Concurrently, the government established a national reserve for cobalt and germanium under ARECOMS to manage supply and influence global markets, aiming to diversify partnerships away from dominant Chinese operators.
324. https://copperbeltkatangamining.com/drc-expands-copper-sales-to-u-s-as-it-strengthens-control-over-strategic-minerals/?utm_source=rss&utm_medium=rss&utm_campaign=drc-expands-copper-sales-to-u-s-as-it-strengthens-control-over-strategic-minerals - The Democratic Republic of the Congo has increased planned copper exports to the United States to 500,000 tonnes, a fivefold rise from January commitments. Led by state firm Gécamines and executed via Mercuria Energy Group with backing from the U.S. International Development Finance Corporation, the deal targets production from stakes in Kamoto Copper Company and Tenke Fungurume Mine. Concurrently, the government established a national reserve for cobalt and germanium under ARECOMS to manage supply and influence global markets, aiming to diversify partnerships away from dominant Chinese operators.
325. https://copperbeltkatangamining.com/drc-expands-copper-sales-to-u-s-as-it-strengthens-control-over-strategic-minerals/?utm_source=rss&utm_medium=rss&utm_campaign=drc-expands-copper-sales-to-u-s-as-it-strengthens-control-over-strategic-minerals - The Democratic Republic of the Congo has increased planned copper exports to the United States to 500,000 tonnes, a fivefold rise from January commitments. Led by state firm Gécamines and executed via Mercuria Energy Group with backing from the U.S. International Development Finance Corporation, the deal targets production from stakes in Kamoto Copper Company and Tenke Fungurume Mine. Concurrently, the government established a national reserve for cobalt and germanium under ARECOMS to manage supply and influence global markets, aiming to diversify partnerships away from dominant Chinese operators.
326. https://www.northernminer.com/news/blue-moon-outlines-1-copper-mine-in-norway/1003890089/ - Blue Moon Metals published a feasibility study for its Nussir copper project in northern Norway, confirming a 13-year mine life with average annual production of 65 million lb of copper, 5,000 oz of gold, and 700,000 oz of silver. The base-case scenario projects an after-tax net present value of $235 million and an internal rate of return of 19%. Initial capital expenditures are estimated at $184 million, with hot commissioning scheduled for the third quarter of 2027 and production starting in December 2027. The company plans to use the results to make a final investment decision.
327. https://mobile.newsis.com/view/NISX20260416_0003594785 - China's National Bureau of Statistics reported a 5.0% year-on-year GDP growth for the first quarter, marking a recovery after three quarters of decline. This figure exceeds the previous quarter's rate by 0.5 percentage points. While the International Monetary Fund lowered its annual growth forecast to 4.4% citing domestic slowdown and the Iran conflict, analysts note China's diversified energy supply helped mitigate immediate shocks. Production of 3D printing equipment, lithium-ion batteries, and industrial robots surged significantly.
328. https://www.krem.com/article/news/local/idaho/kootenai-environmental-alliance-conservation-groups-urge-coal-mine-expansion-oversight/293-7450bb2c-d7af-40fa-a08a-59032eb33c23 - A coalition including the Kootenai Environmental Alliance and 34 other organisations has requested that Canadian Environment Minister Julie Dabrusin appoint an independent review panel for Glencore's proposed Fording River Mine expansion in British Columbia. The groups argue the project threatens downstream waters in Montana and Idaho, potentially exacerbating selenium pollution in Lake Koocanusa and the Kootenai watershed. Under Canadian law, the minister has the authority to designate such a panel for projects posing risks to shared waters.
329. https://copperbeltkatangamining.com/drc-copper-and-cobalt-miners-hit-by-chemical-supply-disruptions-amid-global-shipping-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=drc-copper-and-cobalt-miners-hit-by-chemical-supply-disruptions-amid-global-shipping-crisis - Copper and cobalt producers in the Democratic Republic of Congo are reducing consumption and considering output cuts due to shortages of sulphuric acid and sodium metabisulphite. Global shipping delays and rising logistics costs have caused cancelled and withdrawn deliveries of these essential processing chemicals. Major operators including CMOC, Glencore, and Eurasian Resources Group are understood to be exposed. The situation is compounded by existing export restrictions and significantly increased shipping premiums.
330. https://copperbeltkatangamining.com/drc-copper-and-cobalt-miners-hit-by-chemical-supply-disruptions-amid-global-shipping-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=drc-copper-and-cobalt-miners-hit-by-chemical-supply-disruptions-amid-global-shipping-crisis - Copper and cobalt producers in the Democratic Republic of Congo are reducing consumption and considering output cuts due to shortages of sulphuric acid and sodium metabisulphite. Global shipping delays and rising logistics costs have caused cancelled and withdrawn deliveries of these essential processing chemicals. Major operators including CMOC, Glencore, and Eurasian Resources Group are understood to be exposed. The situation is compounded by existing export restrictions and significantly increased shipping premiums.
331. https://copperbeltkatangamining.com/drc-copper-and-cobalt-miners-hit-by-chemical-supply-disruptions-amid-global-shipping-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=drc-copper-and-cobalt-miners-hit-by-chemical-supply-disruptions-amid-global-shipping-crisis - Copper and cobalt producers in the Democratic Republic of Congo are reducing consumption and considering output cuts due to shortages of sulphuric acid and sodium metabisulphite. Global shipping delays and rising logistics costs have caused cancelled and withdrawn deliveries of these essential processing chemicals. Major operators including CMOC, Glencore, and Eurasian Resources Group are understood to be exposed. The situation is compounded by existing export restrictions and significantly increased shipping premiums.
332. https://www.globenewswire.com/news-release/2026/04/16/3275635/0/en/Central-Banks-Are-Buying-Gold-at-Record-Levels-Trump-Is-Working-to-Unlock-America-s-Largest-Gold-Reserve-Jim-Rickards-Says-the-Timing-Is-No-Coincidence.html - * The Trump administration signed Executive Order 14153 to expedite natural resource permitting in Alaska and Executive Order 14241 designating copper as a critical mineral. * Global central banks purchased over 1,000 tonnes of gold annually for three consecutive years through 2024, according to the World Gold Council. * Analyst Jim Rickards highlights the convergence of record sovereign gold demand and US efforts to unlock a major undeveloped Alaskan deposit containing 57 billion pounds of copper and 71 million ounces of gold. * The policy actions aim to accelerate development timelines for significant domestic copper and gold deposits in response to geopolitical and monetary factors.
333. https://www.unian.ua/economics/other/kitay-pekin-pokazav-nespodivane-zrostannya-ekonomiki-na-tli-viyni-ssha-v-irani-13351209.html - China's economy grew by 5% in the first quarter, surpassing analyst forecasts of 4.8% and the government's 4.5-5% target. Industrial production rose 5.7% annually, driven by high-tech sectors including lithium-ion batteries and industrial robots. Despite weak retail sales and potential energy price shocks from US-Iran tensions, fiscal stimulus and exports supported growth. President Xi Jinping is scheduled to meet Donald Trump in Beijing in mid-May to extend a trade truce.
334. https://www.cbsnews.com/minnesota/news/sen-tina-smith-senate-vote-on-boundary-waters-mining/ - Minnesota Sen. Tina Smith spoke for nearly five hours on the Senate floor to oppose a resolution lifting a 20-year mining ban near the Boundary Waters Canoe Area Wilderness. The measure, expected to be voted on Thursday, would use the Congressional Review Act to allow copper-nickel mining upstream from the protected area. Smith argued the proposal violates tribal treaty rights and ignores Indigenous consultation, citing environmental contamination risks and threats to recreational access. Supporters, including Twin Metals Minnesota, claim the project will create jobs and reduce reliance on foreign materials. The resolution has already passed the House.
335. https://www.straitstimes.com/asia/chinas-economy-beats-forecasts-to-grow-5-per-cent-in-1q-2026 - * China's GDP expanded by 5 per cent in the first three months of 2026, surpassing economist forecasts of 4.8 per cent. * Industrial output rose 6.1 per cent, with high-tech manufacturing sectors including semiconductors and lithium batteries seeing double-digit growth. * Exports increased by 14.7 per cent, offsetting weak domestic consumption where retail sales grew only 2.4 per cent. * Analysts warn that the ongoing Iran war may introduce higher costs and softer global orders, potentially impacting future growth resilience. * Real estate investment fell 11.2 per cent, continuing to drag on overall fixed asset investment despite recovery in manufacturing and infrastructure.
336. https://cleantechnica.com/2026/04/15/over-500-jobs-to-be-created-at-new-solar-cell-manufacturing-facility/ - Suniva, Inc. plans to open a new solar cell manufacturing facility in Laurens, South Carolina, creating approximately 564 jobs. The plant will produce 4.5 gigawatts of solar cells annually. Suniva president Matt Card stated the investment addresses rising electricity demand driven by data centers and the AI boom while supporting US energy independence and domestic security.
337. https://www.northernminer.com/commodities-markets/drc-boosts-us-copper-sales-fivefold-to-500000-tonnes/1003890047/ - The Democratic Republic of Congo has increased planned copper sales to the United States to 500,000 tonnes, a fivefold rise from its initial January commitment. Led by state miner Gécamines and marketed through a joint venture with Mercuria Energy, the deal targets output from minority stakes in Kamoto Copper and Tenke Fungurume. Backed by the U.S. International Development Finance Corporation, the agreement aims to convert passive stakes into direct revenue and reduce Chinese dominance in critical mineral supply chains as global demand rises.
338. https://skillings.net/copper-deficit-ai-what-it-is-why-it-matters-2026-outlook-april-15th-2026/ - In 2026, the global copper industry faces a critical supply deficit driven by EV and renewable energy demand. ABB's GMD Copilot, an AI-powered digital assistant, is deployed to optimize aging grinding infrastructure, particularly in Chile. By reducing unplanned downtime by 18% and improving throughput by 4%, the technology bridges the gap between supply and demand. The system also aids in preserving institutional knowledge and reducing energy consumption, supporting decarbonization goals.
339. https://bitcoinworld.co.in/china-economic-growth-policy-outlook/ - Commerzbank revised its monetary policy forecasts for China following stronger-than-expected economic indicators. Industrial production rose 6.7% year-over-year, retail sales increased 8.2%, and the Purchasing Managers' Index remained in expansion territory for seven consecutive months. These figures exceeded consensus forecasts, leading analysts to anticipate more gradual policy adjustments from the People's Bank of China. The analysis highlights stable inflation at 2.1% and a widening trade surplus as key factors supporting this outlook.
340. https://www.lusakatimes.com/2026/04/16/government-backs-smart-mining-innovations/ - The Zambian government reaffirmed its commitment to supporting smart mining innovations through favourable policies. Permanent Secretary Hapenga Kabeta highlighted the importance of technological advancement for sustainability. First Quantum Minerals Limited commissioned an all-electric Hitachi EH 4000 truck at Kansanshi Mine to reduce fuel dependence and lower carbon emissions. CEO Tristan Pascall and Hitachi's Ray Kitic emphasised the initiative's role in enhancing productivity and operational efficiency.
341. https://copperbeltkatangamining.com/drc-creates-cobalt-reserve-to-control-exports-and-stabilize-global-prices/?utm_source=rss&utm_medium=rss&utm_campaign=drc-creates-cobalt-reserve-to-control-exports-and-stabilize-global-prices - * The Democratic Republic of Congo has created a strategic reserve for cobalt and other critical minerals to manage exports and influence global supply dynamics. * Oversight of the reserve is assigned to ARECOMS, which is empowered to acquire, hold, and commercialise strategic mineral resources under a cabinet decree adopted on 10 April. * The government reserves 10% of national cobalt export volumes for strategic use, with an estimated allocation of 9,600 metric tons for 2026. * Mining companies risk forfeiting unused export quotas to the state if they fail to ship allocated volumes within specified deadlines covering Q4 2025 and Q1 2026. * The reserve aims to stabilise the cobalt market and support price recovery by allowing the government to intervene in supply quantities to maintain international market balance.
342. https://techbullion.com/d-day-when-industrial-metals-run-out/ - * The article discusses the growing imbalance between accelerating demand and constrained supply of industrial metals like copper, silver, and platinum group metals. * Electrification trends, including electric vehicles and renewable energy systems, are identified as primary drivers increasing the need for these critical materials. * Supply expansion is hindered by environmental regulations, political hurdles, and the depletion of high-grade ore deposits, leading to longer project timelines. * Market dynamics are shifting from price competition to competitive access, with companies and governments seeking physical ownership and long-term contracts. * Technological solutions such as recycling and substitution are noted as insufficient to fully close the supply-demand gap in the short term.
343. https://www.actionforex.com/contributors/fundamental-analysis/637062-iran-headline-roulette-still-grabs-most-market-attention/ - * China's economy grew by 5% year-on-year in Q1, exceeding the 4.8% forecast. * Industrial production in March increased by 5.7% year-on-year, driven by the manufacturing sector. * Retail sales growth lagged at 1.7% year-on-year, indicating weaker domestic demand. * Property investment fell by 11.2% year-on-year, continuing the sector's malaise. * Market attention remains focused on geopolitical tensions involving Iran and the Strait of Hormuz.
344. https://news.metal.com/newscontent/103858065-Why-Fuels-SHFE-Copper-to-Break-Through-100000-yuanmt-Mark-Again-SMM-Analysis - SHFE copper prices climbed 12.71% from a low of 91,500 yuan/mt to a high of 103,130 yuan/mt between March 23 and April 15, 2026. Tightening global sulphuric acid supply due to Middle East conflicts and export restrictions is expected to constrain SX-EW copper production in the DRC and Zambia. Declining social inventories in China for five consecutive weeks, combined with peak consumption season and smelter maintenance, support a tightening supply-demand balance. Easing geopolitical tensions and a weakening US dollar index have also provided macro support for copper prices.
345. https://miningmagazine.com.au/research-breakthrough-could-reshape-copper-processing/ - Researchers from Monash University published a study in Nature Geoscience identifying structural complexities in chalcopyrite that could enable more efficient copper extraction. The research highlights how trace elements like silver can destabilise the mineral's surface to enhance copper release, potentially reducing energy and chemical usage. This development addresses the industry's challenge of processing the mineral responsible for roughly 70 per cent of global copper supply amidst rising demand for electrification and renewable energy systems. The findings suggest that understanding atomic-level interactions could overcome historical barriers to low-temperature leaching and support lower-emission processing routes.
346. https://www.livemint.com/market/copper-prices-slip-as-traders-eye-talks-to-end-iran-conflict-11776278508445.html - * Copper prices edged lower as traders anticipated peace negotiations between the US and Iran, which could ease geopolitical supply risks. * Analysts from Guoyuan Futures, Trafigura Group, and Mercuria Energy Group highlight that long-term demand drivers, particularly for electrification and grid upgrades, are supercharging the metal's growth prospects. * Mercuria predicts copper will return to record highs this quarter due to increased Chinese purchasing for the electricity grid and potential US import rushes. * Despite short-term volatility, the energy crisis is expected to accelerate the global shift toward electrification, increasing the incentive for copper usage in energy transition efforts.
347. https://mining.com.au/codelco-fined-for-six-underground-mine-deaths/ - * Codelco was penalised after six contractors died in a roof collapse at its El Teniente Copper Mine in Chile triggered by a 4.2 magnitude earthquake on 31 July 2025. * The incident caused a rock burst that temporarily suspended underground operations, slashing copper output by more than 20,000 tonnes and delaying shipments. * The Chilean labour ministry imposed US$20,000 on Codelco and US$67,000 on three contracting companies for safety violations and lack of seismic warning procedures. * Regulators found Codelco guilty of violating rules prohibiting worker entry during mine-wide suspensions and failing to have written procedures for seismic warnings.
348. https://www.thenationalnews.com/news/us/2026/04/15/us-treasurys-bessent-repeats-calls-for-imf-and-world-bank-to-drop-climate-plans/ - US Treasury Secretary Scott Bessent called for the IMF and World Bank to abandon climate change policies and shift focus to high-quality, durable projects. As the largest shareholder, the US holds veto power over these institutions and is pushing to reduce dependency on Chinese critical mineral imports. Bessent also highlighted the need to diversify supply chains amid disruptions caused by the Iran war and export restrictions from Beijing.
349. https://www.trend.az/business/4174929.html - * OPEC projects China's economy will sustain a 4.5% growth rate for 2026 and 2027 driven by resilient exports and strategic fiscal measures. * The Manufacturing PMI reached 50.8 and the Services PMI hit 52.1 in March, indicating expansionary conditions in both sectors. * Chinese authorities plan to utilise reserve requirement ratio (RRR) cuts to support liquidity rather than reducing policy rates directly. * While the property sector is expected to remain in contraction through 2026, its negative impact on overall GDP growth is projected to diminish. * Exports are anticipated to remain a primary economic pillar supported by high manufacturing competitiveness and a diversified market base.
350. https://www.cartoq.com/car-news/tata-motors-10-lakh-vehicle-milestone-lucknow-electric-bus/ - * Tata Motors Chief Executive N Chandrasekaran and Uttar Pradesh Chief Minister Yogi Adityanath flagged off the 1 millionth commercial vehicle from the Lucknow facility. * The milestone vehicle was a zero-emission electric bus, marking a strategic shift towards green public mobility and fleet electrification. * Tata Motors plans to accelerate production at the Lucknow plant, aiming to manufacture the next 10 lakh units within five years. * The company highlights the financial and environmental benefits of electric buses for state transport undertakings due to predictable duty cycles and lower operating costs. * Government incentives for electric bus procurement are expected to drive institutional orders and support the scaling of electric vehicle infrastructure.
351. https://www.prnewswire.com/news-releases/us-strategic-metals-signs-mou-with-virtus-minerals-to-secure-direct-us-access-to-african-cobalt-and-copper-for-defense-and-strategic-supply-chains-302743540.html - * US Strategic Metals and Virtus Minerals signed a Memorandum of Understanding in Kinshasa to establish a direct supply chain for critical minerals from the Democratic Republic of Congo to the United States. * The agreement outlines the framework for directing production of cobalt products from Virtus's Chemaf asset to US Strategic Metals' processing facility in Fredericktown, Missouri. * The partnership aims to supply the US defense industrial base and strategic supply chains, reducing dependence on adversary-controlled sources. * Both companies intend to advance the Washington Accords and the US-DRC Strategic Partnership Agreement to foster stability and secure ethical sourcing.
352. https://soyacincau.com/2026/04/15/malaysia-ev-charging-network-is-broken-raya-trip-disaster-lta-139/ - * An EV owner reported friction points such as sluggish apps and poor internet connectivity rather than queues during a Raya trip in Malaysia. * Congestion remains a concern in underserved areas, highlighting a capacity issue as EV numbers grow. * Experts suggest deploying temporary portable DC chargers at high-traffic locations to ease peak season demand. * Long-term improvements require purpose-built highway charging hubs with megawatt-level capacity and open payment systems. * Grid upgrades and streamlined approvals are needed to address operational delays and mobile dead zones on major highways.
353. https://strategicenergy.eu/tddl-enters-argentina-targeting-grid-expansion-and-renewables-growth/ - TDDL has entered the Argentine energy market to support the energy transition and grid modernisation. The company has formed a partnership with LH Energy to accelerate local deployment and project delivery capabilities. TDDL plans to supply low, medium, and high voltage cable systems for renewable energy, wind, solar PV, and battery storage projects. Key market opportunities include the expansion of renewable capacity, BESS deployment, and transmission infrastructure reinforcement.
354. https://www.morganlewis.com/pubs/2026/04/china-issues-new-regulations-on-countering-foreign-extraterritorial-jurisdiction-what-mncs-need-to-know - * On April 7, 2026, China's State Council promulgated Decree No. 835 on Countering Foreign Improper Extraterritorial Jurisdiction and Decree No. 834 on the Security of Industrial and Supply Chains, both effective immediately. * The new framework introduces a Malicious Entity List targeting those who promote foreign sanctions and establishes piercing rules for entities controlled by listed parties. * Decree 834 restricts foreign entities' ability to collect supply chain information in China, creating conflicts with EU CSDDD and US UFLPA requirements. * Enforcement has increased sharply, with 67 Unreliable Entity List designations in 2025 and over 100 AFSL designations, alongside active private litigation. * The regulations reference potential criminal liability for individuals and allow investigations based on a threat of harm rather than actual damage.
355. https://www.openpr.com/news/4472541/india-construction-chemicals-market-2025-2035-outlook - * The Indian construction chemicals market is forecast to grow from USD 4.88 billion in 2025 to USD 17.33 billion by 2035, registering a CAGR of 13.4%. * Growth is driven by government initiatives including the Pradhan Mantri Awas Yojana, Smart Cities Mission, and Bharatmala Pariyojana, alongside rapid urbanization. * Key players such as Pidilite, Sika, BASF, Fosroc, and Asian Paints are expanding portfolios with sustainable, high-performance solutions like nano-additives and low-VOC formulations. * Infrastructure segments, including highways, metros, and ports, account for the largest demand share, while regional growth is led by West and North India. * Challenges include dependence on imported raw materials and price sensitivity in low-cost housing, though domestic production capacity is increasing.
356. https://www.euronews.com/2026/04/15/china-set-new-records-in-trade-and-investment-in-central-asia-in-2025 - China's trade with Central Asian states reached $106.3 billion in the first 10 months of 2025, a 12% increase year on year. Chinese investment in the region grew to $35.9 billion by mid-2025, with a shift towards green energy and manufacturing. Major infrastructure projects include the China-Kyrgyzstan-Uzbekistan railway and a new $300 million seaport in Aktau, Kazakhstan. A $1.5 billion agreement was signed to build a copper smelter in Kazakhstan, reinforcing the region's role in copper supply chains. Uzbekistan saw a 36% increase in bilateral trade turnover, while Kyrgyzstan recorded the highest percentage growth in trade volumes.
357. https://airqualitynews.com/headlines/chinas-air-pollution-control-enters-deep-water-phase/?utm_source=rss&utm_medium=rss&utm_campaign=chinas-air-pollution-control-enters-deep-water-phase - * China's air pollution control has entered a 'deep water' phase requiring structural changes rather than rapid conventional reductions. * New national standards mandate PM2.5 limits falling to 30 μg/m³ by 2030 and 25 μg/m³ thereafter, aligning closer to WHO guidelines. * Progress relies on electrifying heavy industry and transport, supported by clean power growth and reduced coal consumption in the power sector. * Key challenges include rising VOC emissions from gasoline vehicles and increased coal use in the chemicals industry, which offset power sector gains. * Future improvements depend on embedding cleaner energy and electrification into China's development model to meet new standards.
358. https://news.metal.com/newscontent/103858065-Why-Did-SHFE-Copper-Once-Again-Break-Through-the-100000-YuanMt-Mark-SMM-Analysis - SHFE copper prices rose 12.71% from a low of 91,500 yuan/mt on March 23 to a high of 103,130 yuan/mt by April 15, 2026, closing at 102,090 yuan/mt. Tightening global sulphuric acid supply due to Middle East conflicts and Chinese export restrictions constrained SX-EW copper production in the DRC and Zambia. Declining social inventories in China for five consecutive weeks, combined with peak consumption season and smelter maintenance, supported a tightening supply-demand balance. Easing geopolitical tensions and a weaker US dollar index provided additional macro support for copper prices.
359. https://www.constructioncostaccounting.com/post/construction-industry-economic-outlook-trends - * Global construction output is projected to reach $15.2 trillion by 2030, with a compound annual growth rate near 3.2%. * Infrastructure investment and data center construction are driving demand, with US data center spending exceeding $50 billion in 2024. * India and Southeast Asia are posting annual growth above 6% due to rapid urbanization, while the US market shows uneven performance. * Challenges include rising interest rates, labor shortages exceeding 500,000 positions in the US, and volatile material costs. * Technology adoption such as BIM and drone surveys is becoming standard practice to improve efficiency and reduce rework.
360. https://news.metal.com/newscontent/103858065-Why-Did-SHFE-Copper-Once-Again-Break-Through-the-100000-YuanMt-Mark-SMM-Analysis - * SHFE copper prices climbed from a low of 91,500 yuan/mt on 23 March 2026 to a high of 103,130 yuan/mt on 15 April 2026, representing a 12.71% gain. * Tightening global sulphuric acid supply due to Middle East tensions and Chinese export restrictions is expected to constrain SX-EW copper production in the DRC and Zambia. * SMM social copper inventories in China declined for five consecutive weeks, dropping from 578,900 mt to 299,800 mt by 13 April 2026, amid peak consumption season. * Easing geopolitical tensions and a weakening US dollar index provided macro support, though downstream acceptance weakened as prices exceeded 100,000 yuan/mt.
361. https://www.share-talk.com/sp-angel-todays-market-view-wednesday-15th-april-2026/ - * Copper prices jumped 2% following improved market sentiment and concerns over sulphuric acid shortages caused by China's export bans. * China's restrictions on sulphuric acid exports threaten SX-EW copper production in Chile and the DRC, which rely heavily on acid imports. * Antofagasta maintains 2026 production guidance of 650-700kt despite Q1 output reductions due to lower grades and plant downtime. * Andina Copper reports step-out drilling results at the Cobrasco project in Colombia, confirming mineralisation continuity. * Yancoal agrees to acquire an 80% stake in the Kestrel coal mine from EMR for $1.85bn.
362. https://renewablewatch.in/2026/04/15/voltalia-commissions-148-mw-bolobedu-solar-farm-in-south-africa/ - * Voltalia has fully commissioned the 148 MW Bolobedu solar farm in Limpopo province, South Africa. * The project operates under a long-term corporate power purchase agreement with Richards Bay Minerals. * The facility is expected to supply 300 GWh annually and offset 237,000 tonnes of carbon emissions. * Voltalia also secured a 132 MW solar project in Tunisia and commenced construction of a hybrid energy cluster in Uzbekistan. * These developments contribute to the company's global expansion in renewable energy deployment and grid modernization.
363. https://kalkinemedia.com/au/stocks/metal-and-mining/asx-20-giant-fortescue-making-big-energy-moves - * Fortescue Ltd (ASX:FMG) is integrating renewable energy solutions into its Pilbara region operations. * The company is shifting away from traditional diesel and conventional fuel sources for mining activities. * This operational shift reflects broader industry trends in energy transition and sustainability within the Australian mining sector. * Initiatives involve deploying renewable energy assets and coordinating with existing infrastructure to support continuous operations.
364. https://www.ad-hoc-news.de/boerse/news/ueberblick/edison-international-stock-us2810201077-is-its-california-utility-moat/69154113 - * Edison International operates Southern California Edison, a regulated utility serving 15 million people with revenue set by the California Public Utilities Commission. * The company is investing heavily in grid modernization, wildfire mitigation, and renewable energy integration to meet state clean energy goals. * Analysts highlight a wide economic moat due to its regulated monopoly but warn of valuation tensions from wildfire liabilities and regulatory risks. * Key upcoming events include the 2025-2028 rate case which could authorize billions in capital expenditure for infrastructure upgrades.
365. https://www.jdsupra.com/legalnews/why-ustr-s-latest-section-301-actions-5845354/ - * The US Office of the United States Trade Representative (USTR) announced on March 12, 2026, expansive Section 301 investigations targeting structural excess capacity and forced labor import failures. * The excess capacity probe covers major economies including China, the European Union, Japan, India, Mexico, and Korea, while a separate investigation targets 60 top trading partners regarding forced labor enforcement. * USTR aims to conclude these expedited investigations before July 24, 2026, coinciding with the expiration of existing Section 122 tariffs. * The actions introduce significant uncertainty for global supply chains, potentially increasing input costs and disrupting sourcing strategies across sectors like steel, automobiles, and semiconductors. * Companies are urged to assess exposure, review contractual protections, and submit comments to the USTR portal by April 15, 2026.
366. https://stockhead.com.au/resources/echoes-of-degrussa-new-wave-of-explorers-drive-murchison-copper-revival/ - * A new wave of ASX explorers, including BOA Resources, Solstice Minerals, and Neometals, is returning to the Murchison region in Western Australia following the closure of the DeGrussa mine.* * Rising copper prices and a projected 30% global supply shortfall by 2035, driven by electrification and renewable energy needs, are fueling renewed exploration activity.* * BOA Resources is utilizing machine learning to analyze historical data at its Ned's Creek project, targeting high-grade copper mineralisation similar to the region's past discoveries.* * Solstice Minerals and Neometals are also reporting encouraging drill results at their Nandine and Barrambie projects respectively, highlighting the region's potential for sedimentary-hosted copper deposits.
367. https://tedmag.com/border-states-commodity-update-april-2026/ - Copper prices have exceeded previous price ceilings due to robust demand from data centers, renewable energy projects, and electrification efforts, alongside supply disruptions from major mines. Forecasts indicate elevated prices will persist through 2026 before easing in 2027. Key developments include Taseko Mines ramping up production in Arizona, Resolution Copper advancing its project in the US, and Prysmian planning a new copper rod facility in Texas to meet surging demand. In Chile, an antitrust regulator approved a joint mining plan between Codelco and Anglo American to boost annual production by 120,000 metric tons.
368. https://seekingalpha.com/article/4890593-copp-copper-is-king-of-commodities?utm_source=feed_articles_etfs_and_funds&utm_medium=referral&feed_item_type=article - * The Sprott Copper Miners ETF (COPP) offers exposure to the copper mining industry. * Copper demand is expected to grow to 42 million tonnes by 2040. * This growth is driven by electrification trends and data center expansion. * Michael Del Monte, a buy-side equity analyst, highlights these factors as key drivers for the sector. * The analysis suggests increasing copper usage for electric cables and components in energy transition efforts.
369. https://www.dailynewsegypt.com/2026/04/14/ebrd-extends-65m-loan-to-hau-energy-for-solar-storage-project-in-egypt/?utm_source=rss&utm_medium=rss&utm_campaign=ebrd-extends-65m-loan-to-hau-energy-for-solar-storage-project-in-egypt - * The European Bank for Reconstruction and Development (EBRD) has provided a $65m construction bridging loan to Hassan Allam Utilities (HAU Energy) for a new renewable energy project in Benban Solar Park, near Aswan. * The financing supports the development of a 200 MW solar photovoltaic plant and a 120 MWh battery energy storage system to expand Egypt's renewable energy capacity. * Once operational, the facility is expected to cut annual carbon dioxide emissions by up to 280,000 tonnes and improve grid stability. * The initiative includes a technical cooperation package to develop green skills training programmes and promote gender equality within the sector. * HAU Energy, jointly owned by Meridiam, Hassan Allam Utilities, and the EBRD, was established in 2024 to focus on renewable energy investments in Egypt.
370. https://microgridmedia.com/south-koreas-president-calls-for-swift-shift/ - President Lee Jae-myung urges South Korea to abandon imported fossil fuels due to Middle East geopolitical risks and supply shocks. The government targets increasing renewable capacity from 37 gigawatts to 100 gigawatts by 2030, including a tenfold rise in offshore wind. A record 1.1 trillion won in loans and subsidies has been committed, alongside a partnership with Vena Group for 20 trillion won in clean energy investments. Plans include an 'Energy Expressway' grid overhaul and a target of 100 percent electric vehicle purchases for new cars by 2035.
371. https://www.ad-hoc-news.de/boerse/news/ueberblick/elvalhalcor-s-a-stock-grs281003004-why-does-its-aluminium-expertise/69152521 - * ElvalHalcor S.A. operates dual divisions for aluminium rolling and copper tubes, serving packaging, automotive, construction, and HVAC sectors globally. * The company leverages high recycled content and energy-efficient technologies to align with decarbonization mandates and EU carbon border tax regulations. * Demand drivers include the shift to lightweight materials for electric vehicles and increased copper usage in electrified infrastructure and energy-efficient systems. * Over 70% of sales remain in Europe, with exports to the Middle East, Africa, and Americas providing geographic diversification for investors.
372. https://silverseek.com/article/chinese-sulfuric-acid-export-ban-could-exacerbate-physical-silver-shortage - * Chinese officials have announced a ban on sulfuric acid exports starting next month, potentially lasting through 2026, to protect domestic supply. * Sulfuric acid is a critical input for copper mining, and a shortage could reduce copper output, which impacts silver production as 70% of silver is a byproduct of copper. * The ban exacerbates existing supply constraints caused by the Iran conflict, which has already squeezed global sulfuric acid supplies and raised prices in key copper-producing regions like Chile, the DRC, and Zambia. * Global silver markets are already facing a multi-year supply deficit with demand forecast to outstrip supply in 2026, leading to declining above-ground inventories in London, COMEX, and Shanghai. * Analysts warn that the loss of Chinese sulfuric acid volumes will be difficult to offset, adding further pressure to physical silver availability and pricing.
373. https://www.northernminer.com/news/angola-flooding-closes-african-copper-export-route/1003889962/ - * Heavy rains in Angola caused flooding that damaged bridges and tracks near Benguela, forcing the Lobito Atlantic Railway to suspend operations indefinitely. * The shutdown disrupts a key export corridor for copper and cobalt from the Democratic Republic of Congo and Zambia, raising supply bottleneck risks for major mining operations. * Affected companies include First Quantum Minerals, Barrick Mining, and Ivanhoe Mines, which rely on the route to move concentrate to Atlantic markets. * Analysts warn that disruptions to sulphur shipments, a key processing input, may prompt producers to reassess consumption and consider output adjustments. * The incident may increase reliance on alternative export routes, including the China-backed rail infrastructure running through Tanzania to the Indian Ocean.
374. https://skillings.net/peru-copper-permit-1-8b-tia-maria-revoked-for-technical-review/ - * Peru's Ministry of Energy and Mines revoked the construction permit for Southern Copper's $1.8 billion Tía María project, triggering a comprehensive technical review. * The decision cites critical gaps in technical documentation regarding waste dump design, seismic stability, and water protection standards in the Islay province. * The revocation halts development of a project expected to produce 120,000 tonnes of annual copper, adding pressure to a market facing structural deficits. * Southern Copper plans to vigorously defend its legal rights, while the project faces a timeline of years for reassessment and new environmental impact assessments. * The move highlights broader 'permitting paralysis' in Peru, where approximately $7 billion in copper projects are stalled due to legal and social challenges.
375. https://www.maritimeprofessional.com/news/democratic-republic-congo-copper-exports-417993 - * Copper exports from the Democratic Republic of Congo fell by 14.6% in the first quarter of 2026 compared to the same period last year. * Cobalt shipments rebounded sharply after a four-month freeze, reaching 48,800 tons in early 2026 against 123,000 tons in the previous year. * Miners face operational strain due to disrupted imports of key chemicals, including sulfur, sulfuric acid, and caustic soda, linked to the U.S.-Israeli war on Iran. * Major operations such as Ivanhoe, CMOC, Glencore, and Sicomines underpinned the remaining copper flows during the period. * The decline in chemical imports has forced some operators to consider cutting usage, impacting ore leaching and sustaining output.
376. https://www.elconciso.es/coyuntura/bruselas-plataforma-compra-minerales-criticos_0_2006481722.html - * The European Commission has launched a digital platform under the Fundamental Raw Materials Mechanism to facilitate joint purchasing of critical minerals. * The initiative targets 34 materials, including 17 strategic ones such as copper, lithium, and rare earths, to reduce supply chain dependencies. * The voluntary, market-based tool allows buyers, suppliers, and financial institutions to connect for diversification, project development, and storage. * Registration for the first funding round is open until the end of April to aggregate demand and improve market access conditions. * The platform aims to strengthen European supply chains for electrification, digitalisation, and decarbonisation amidst geopolitical instability.
377. https://stratnewsglobal.com/the-gist/indias-import-dependence-is-very-high/ - * The Union Budget for 2026-27 outlines a plan to create rare earth corridors in Odisha, Kerala, Andhra Pradesh, and Tamil Nadu to cut import dependence on critical minerals. * This policy response follows Beijing's export controls in November 2025, which created a choke point for rare earth magnets used in defence and semiconductors. * India possesses 6.9 million metric tonnes of critical mineral reserves but relies heavily on imports, with permanent magnet imports nearly doubling to 57,000 tonnes in 2024-25, 93% sourced from China. * Industry expert Karthik Bansal of the Centre of Social and Economic Progress (CSEP) notes challenges including high auction premiums, lack of investment guarantees under PLIs, and environmental licensing issues. * The government aims to address these barriers to support the National Critical Mineral Mission and encourage private sector exploration.
378. https://www.export.org.uk/insights/trade-news/the-day-in-trade-middle-east-war-hits-chinese-exports-us-position-in-china-meeting-weakened-and-oil-prices-still-vulnerable-despite-ceasefire/ - * China's export growth is predicted to slump to 8.6% in March due to the US-Iran war, raising doubts about surpassing last year's record surplus. * US military depletion in Iran increases demand for Chinese critical minerals, prompting concerns that Beijing will use export controls on gallium and rare earths as leverage in upcoming trade negotiations. * China has significantly increased export control announcements between 2021 and 2025, with ten specifically targeting critical minerals and rare earths. * Oil prices remain volatile despite ceasefire hopes, with Brent crude falling below $100 as the IEA assesses potential further strategic reserve releases. * Hungary's new Prime Minister Péter Magyar signals a potential shift in EU-Russia relations, possibly facilitating a €90bn loan to Ukraine and new sanctions.
379. https://www.chinanews.net/news/278982968/china-manufacturing-sector-remains-resilient-in-volatile-world - China's manufacturing sector demonstrates resilience amid global economic turbulence, supported by the 15th Five-Year Plan (2026-2030) which prioritizes advanced manufacturing and core technology breakthroughs. High-tech manufacturing value-added output grew 13.1% year-on-year in the first two months of 2026, while AI adoption among major firms exceeds 30%. The government has lifted all foreign investment restrictions in the manufacturing sector, facilitating projects like BASF's new complex in Guangdong and Zoomlion's smart factory in Hungary.
380. https://www.batimes.com.ar/news/economy/chilean-miner-antofagasta-signals-interest-in-joining-argentinas-copper-rush.phtml - * Antofagasta Plc CEO Iván Arriagada stated the company is considering standalone exploration or partnerships in Argentina's copper sector. * The Chilean miner identified potential synergies with Chilean infrastructure and expertise to support projects across the Andes. * Argentina's government is implementing the RIGI regime to ease restrictions and attract investment, aiming to become a major copper supplier. * Antofagasta maintains a history of limited operations in Argentina but prioritises Chile due to its established regulatory framework and infrastructure. * The company also remains committed to advancing its US copper ambitions despite ongoing permitting challenges.
381. https://www.northernminer.com/news/prolonged-hormuz-strait-closure-would-have-profound-impact-on-mining-friedland/1003889913/ - * Ivanhoe Mines founder Robert Friedland warns that a prolonged closure of the Strait of Hormuz would severely impact global copper supply chains by driving up sulphur and sulphuric acid prices. * With 20% of global copper supply relying on sulphuric acid leaching and potential Chinese export bans, the mining industry faces critical shortages of precursor materials. * Ivanhoe's Kamoa-Kakula complex in the Democratic Republic of Congo is positioned as a strategic advantage due to its ability to produce its own sulphuric acid as a smelting by-product. * Despite the strategic positioning, Ivanhoe has slashed its near-term production guidance for Kamoa-Kakula, reducing 2026 anode output expectations to 290,000-330,000 tonnes. * The company reported first-quarter production of 71,417 tonnes of copper in anode from Kamoa-Kakula while drawing up contingency plans for potential U.S.-led war on Iran disruptions.
382. https://www.straitstimes.com/world/europe/chilean-copper-miner-codelco-contractors-fined-after-deadly-mine-collapse - * Chilean state copper miner Codelco and three contractors were fined by labor authorities following a deadly rock burst at the El Teniente mine on July 31. * Contractors received heavier sanctions than Codelco for failures including late reporting of fatalities and inadequate safety planning. * The accident halted underground operations, causing significant production cuts and disrupting global copper supply. * Codelco has implemented tighter safety procedures and is awaiting decisions on ongoing legal proceedings regarding the incident. * Senior executives at the mine have departed following internal audits that found inconsistencies and concealment related to previous accidents.
383. https://kalkinemedia.com/uk/stocks/metals-and-mining/glencore-hits-yearly-high-as-ftse-100-tracks-commodity-rally - * Glencore shares reached a new annual high driven by strong market activity and a broader commodity rally within the FTSE 100. * The company's diversified portfolio of copper, cobalt, and energy products aligns with global demand shifts in electrification and renewable energy systems. * Increased trading volume reflects heightened engagement in the basic materials sector as supply dynamics and industrial production influence valuations. * Demand for metals like copper and cobalt is being shaped by developments in battery technologies and lower-emission energy transitions.
384. https://globalriskcommunity.com/market_research/copper-plate-price-trend-analysis-chart-index-market-insights - * Global copper plate prices increased quarter-over-quarter in Q4 2025 across North America, Asia-Pacific, and Europe due to supply tightness and resilient industrial demand. * Europe recorded the highest price surge of +5.86% QoQ, followed by Asia-Pacific at +2.797% QoQ and North America at +1.88% QoQ. * Key drivers include limited mill inventories, high energy costs, and sustained demand from electric vehicles, renewable energy infrastructure, and construction sectors. * The market outlook for 2026 remains positive, supported by long-term structural demand from the global transition toward renewable energy and electrification.
385. https://www.carboncopy.info/twin-fossil-fuel-shocks-speeding-global-shift-to-clean-energy-report - * Ember report indicates 2020s fossil fuel shocks are speeding up structural change towards clean energy. * Russia-Ukraine war and US-Israel attack on Iran exposed fragility of fossil fuel dependence. * Solar, wind, battery storage, and electric vehicles are now cheaper and faster to deploy than fossil alternatives. * Asia identified as key driver due to high exposure to Strait of Hormuz supply disruptions. * Governments urged to focus on rapid electrification rather than increasing fossil fuel subsidies.
386. https://www.eqmagpro.com/sineng-electric-strengthens-grid-stability-with-300-mw-1200-mwh-energy-storage-project-in-northwest-china-eq/ - * Sineng Electric has commenced commercial operation of a 300 MW / 1,200 MWh standalone energy storage project in Zhangye City, northwest China. * The four-hour long-duration system is designed to mitigate renewable energy curtailment caused by intermittency and grid congestion in the Gobi Desert region. * Utilising Sineng Electric's 1,250 kW central PCS with 99% peak efficiency, the project is expected to reduce annual curtailed wind and solar generation by over 79 million kWh. * The facility will provide critical grid ancillary services including frequency regulation, peak shaving, and load shifting to enhance grid reliability in Gansu Province.
387. https://www.eurasiareview.com/14042026-u-s-interest-in-seabed-mining-in-international-waters-background-and-recent-developments-analysis/ - President Trump issued Executive Order 14285 on April 24, 2025, directing NOAA to advance seabed mining in international waters to secure critical minerals. NOAA has received over 10 applications, with four deemed fully compliant, including submissions from TMC USA, American Metal Resources, and SeaX. While the US is not a party to UNCLOS, the ISA warns that unilateral licensing could destabilize global ocean governance. Congress is considering legislation to codify the executive order or mandate a moratorium pending environmental impact assessments.
388. https://whatsupeuenglish.substack.com/p/what-the-eu-pact-on-asylum-and-migration - * The EU and US are moving towards an agreement on critical minerals to align production and secure key raw materials. * Draft texts include incentives for non-Chinese producers and cooperation across the entire life cycle from mining to recycling. * Joint instruments such as stockpiling, coordinated public procurement, and crisis-response mechanisms are proposed. * The initiative aims to reduce reliance on China's export controls and dominant processing role in critical minerals. * China has progressively tightened controls on critical mineral exports since 2023, influencing global trade and security policy.
389. https://stockhead.com.au/resources/input-crunch-tipped-to-put-extra-squeeze-on-silver-supply/ - * Supply constraints on sulphuric acid, caused by Middle East conflict and China's export ban from May 2025, are raising mining costs and threatening global copper and silver output. * Silver supply is expected to tighten as a by-product of copper mining, while demand remains strong due to solar, electrification, and digital infrastructure needs. * Silver Mines' Bowdens project in NSW is highlighted as a strategic long-life silver deposit with a 180Moz resource and potential for expansion. * Broker Petra Capital reaffirmed a 'buy' rating on Silver Mines, lifting the price target to 50c, citing approval progress and robust project economics.
390. https://www.abendzeitung-muenchen.de/mehr/geld/zu-abhaengig-von-china-eu-kammer-warnt-vor-folgen-fuer-europa-art-1124962 - The EU Chamber of Commerce reports that European firms remain heavily dependent on China despite calls to reduce reliance. A survey indicates that 26% of companies shifted supply chains to China last year, driven by competitive pressures and the need for lower prices. The chamber highlights significant risks from China's export controls on rare earth elements and magnets, which could cause unprecedented damage to the European economy. Concerns are also raised about China potentially using export licensing systems to gather intelligence on European companies.
391. https://www.eurasiareview.com/14042026-u-s-interest-in-seabed-mining-in-international-waters-background-and-recent-developments-analysis/ - President Trump issued Executive Order 14285 on April 24, 2025, directing NOAA to advance seabed mining in international waters to secure critical minerals. NOAA has received over 10 applications, with four deemed fully compliant, including submissions from TMC USA, American Metal Resources, and SeaX. While the US is not a party to UNCLOS, the ISA warns that unilateral US actions could destabilize global ocean governance. Congress is considering legislation to codify the executive order or mandate a moratorium pending environmental impact assessments.
392. https://www.farm-equipment.com/articles/25196-us-expands-metals-tariffs - * As of April 6, 2026, the US implemented a new framework for Section 232 tariffs on steel, aluminum, and copper. * Duties are now calculated on the entire product value rather than just metal content, with a tiered structure ranging from 10% to 50%. * Agricultural Manufacturers of Canada warns that these changes increase cost exposure and compliance requirements for Canadian exporters. * The new rules introduce a transitional 15% rate through December 31, 2027, and exempt products containing 15% or less metal.
393. https://stockhead.com.au/resources/input-crunch-tipped-to-put-extra-squeeze-on-silver-supply/ - * Supply constraints on sulphuric acid, caused by Middle East conflict and China's export ban from May 2025, are raising mining costs and threatening global copper and silver output. * Silver supply is expected to tighten as a by-product of copper mining, while demand remains strong due to solar, electrification, and digital infrastructure needs. * Silver Mines' Bowdens project in NSW is highlighted as a strategic long-life silver deposit with a 180Moz resource and potential for expansion. * Broker Petra Capital reaffirmed a 'buy' rating on Silver Mines, lifting the price target to 50c, citing approval progress and robust project economics.
394. https://www.eurasiareview.com/14042026-u-s-interest-in-seabed-mining-in-international-waters-background-and-recent-developments-analysis/ - President Trump issued Executive Order 14285 on April 24, 2025, directing NOAA to advance seabed mining in international waters to secure critical minerals. NOAA has received over 10 applications, with four deemed fully compliant, including submissions from TMC USA, American Metal Resources, and SeaX. While the US is not a party to UNCLOS, the ISA warns that unilateral licensing could destabilize global ocean governance. Congress is considering legislation to codify the executive order or mandate a moratorium pending environmental impact assessments.
395. https://copperbeltkatangamining.com/zambia-positions-itself-as-a-strategic-hub-for-global-copper-investment/?utm_source=rss&utm_medium=rss&utm_campaign=zambia-positions-itself-as-a-strategic-hub-for-global-copper-investment - * Zambia's Ambassador to China, Ivan Zyuulu, called on international investors to capitalize on the country's mining opportunities at the 21st Copper Industry Conference and Expo 2026. * The nation has set an ambitious target to increase annual copper production to 3 million metric tonnes by 2030. * Ambassador Zyuulu highlighted copper as a critical resource for renewable energy technologies, electric vehicles, and modern infrastructure development. * The Zambia Development Agency (ZDA) is conducting high-level engagements in China to promote Zambia as a premier investment destination. * Key factors cited for investment include abundant high-grade reserves, a stable policy environment, and strategic geographic location.
396. https://www.df.cl/empresas/mineria/codelco-y-tres-firmas-contratistas-fueron-multadas-tras-el-mortal-derrumbe - • The collapse on 31 July caused the death of six subcontracted workers and injuries to others at El Teniente, Chile's largest underground copper mine. • Codelco was fined by labour regulators; contractors faced higher fines, with total penalties of approximately US$ 87,000. • The incident resulted in operational halts, reducing copper production and highlighting geotechnical risks in old mines. • Codelco strengthened safety procedures and announced leadership changes following the accident. • Contractors were criticised for delayed accident reporting and inadequate risk assessments, especially regarding seismic hazards.
397. https://www.sgcarmart.com/articles/news/dongfeng-nissan-launches-the-all-new-nx8-in-china-38709 - • Dongfeng Nissan announced the launch of the NX8 in China, with sales starting on 8 April 2026. • The vehicle offers battery electric (BEV) and range-extended electric (REEV) options, with ranges up to 650km and 1,450km respectively. • It features advanced technology including dual large displays, AR-HUD, and fast charging capabilities. • The NX8 targets the Chinese market within the electrification segment of the energy transition. • Delivery of REEV models is scheduled from mid-to-late May.
398. https://www.openpr.com/news/4467985/energy-storage-systems-market-to-reach-usd-472-8-billion-by-2032 - * The global energy storage systems market is expected to reach USD 472.8 billion by 2032, growing at a CAGR of 8.2% since 2022. * Factors supporting growth include renewable energy deployment, grid modernisation, and electric mobility expansion. * Technologies include lithium-ion, lead-acid, flow batteries, pumped hydro, and thermal storage. * Market applications encompass utility-scale, residential, commercial, industrial, and electric vehicle infrastructure. * Asia-Pacific leads the market, followed by North America and Europe, supported by infrastructure investments and renewable targets.
399. https://www.riotimesonline.com/ipsa-chile-copper-rally-oil-relief/ - * The IPSA increased 1.08% to 11,076.65, its strongest close in weeks, driven by bullish trading signals. * Chile benefits from falling Brent oil prices, reducing import costs and easing inflation, which is viewed as bullish macro development. * Copper prices rose 2.13% to $5.87/lb, supported by a projected global deficit and Chile’s expanding project pipeline. * The divergence between rising copper and falling oil prices improves Chile’s terms of trade. * The Chilean stock market rebounds amid improving macro conditions, with potential for further gains if oil remains low and copper stays elevated.
400. https://www.newskart.com/maruti-suzuki-plans-four-new-evs-by-2031-what-it-means-for-indias-ev-race/ - - Maruti Suzuki announced it will launch four new electric vehicles by 2031, aiming to cover multiple segments. - The company showcased its ongoing EV efforts with the delivery of the e‑Vitara. - The plan is expected to impact market competition, customer trust, and supply chain planning. - Possible models include entry-level, family-focused, premium SUV, and high-range EVs. - The strategy reflects India’s broader move towards mainstream EV adoption, supported by government policies and infrastructure growth.
401. https://gestion.pe/economia/tia-maria-sufre-reves-cuales-son-las-empresas-que-hoy-producen-cobre-y-que-proyectos-que-quedan-en-cartera-noticia/ - * Peru's copper production grew marginally by 1.2% in 2025, reaching 2.8 million TMF. * Key projects such as Tía María and Zafranal are delayed or in stand-by status, affecting future growth. * Major companies like Antamina, Las Bambas, Antapaccay, and Shouxin Peru increased their production in early 2026. * In the first two months of 2026, copper output was 449,519 TMF, up 2.9% from last year. * Several projects scheduled for 2026-2032 face delays, limiting Peru's attractiveness for mining investment amid regulatory challenges.
402. https://reneweconomy.com.au/fortescue-says-ditching-fossil-fuels-is-a-no-brainer-so-why-arent-other-companies-rushing-to-follow/?utm_source=rss&utm_medium=rss&utm_campaign=fortescue-says-ditching-fossil-fuels-is-a-no-brainer-so-why-arent-other-companies-rushing-to-follow - *Fortescue announces it will eliminate fossil fuels from its Pilbara operations within three years, aiming for completion by 2030.* *The company's investment in wind, solar, and storage is 100 times larger than similar projects at Bellevue Gold and Liontown Resources.* *Fortescue's 'green grid' of 2 GW wind and solar backed by 4.5 GWh storage is expected to be operational two years early.* *The company argues the switch to renewables makes economic sense, with costs likely below $100/MWh.* *Fortescue explores becoming a power supplier for other mining companies, potentially influencing industry-wide decarbonisation.*
403. https://www.rionegro.com.ar/energia/cobre-y-transicion-energetica-el-nuevo-mapa-minero-de-argentina-y-chile/ - • La demanda global de cobre podría crecer un 70% hasta 2050 debido a la transición energética y la electrificación. • Sudamérica, especialmente Chile y Argentina, aumenta su importancia en la producción mundial, con Argentina en fases iniciales de desarrollo y Chile consolidado. • Argentina cuenta con proyectos avanzados y potencial de inversión de casi 20.000 millones de dólares, enfrentando desafíos regulatorios, de infraestructura y capital humano. • Chile continúa expandiendo su capacidad minera, incorporando tecnologías como plantas desaladoras, y demanda proveedores con alta capacidad técnica. • La cal desempeña un papel clave en la eficiencia y sostenibilidad en la minería del cobre en ambos países, contribuyendo a operaciones más responsables y sostenibles.
404. https://orient.tm/en/post/98337/china-begins-yunnan-stretch-record-ultra-high-voltage-power-line - * China started construction on the Yunnan section of a UHVDC power line linking Xizang Autonomous Region to the Guangdong-Hong Kong-Macao Greater Bay Area. * The project spans approximately 2,681 kilometres, with the Yunnan section being 1,094 kilometres long. * The line will have a capacity of 10 GW and become operational in 2029. * It aims to deliver over 43 billion kWh of electricity annually from clean energy sources. * The construction faces complex terrain and harsh conditions, employing heavy-lift drones for material transport, with Yunnan section expected to be completed in 2028.
405. https://newtalk.tw/news/view/2026-04-12/1029326 - * Europe and US to form a mineral cooperation agreement involving price mechanisms, investment, and supply chain integration. * The agreement covers the entire mineral value chain, including exploration, mining, processing, recycling, and reuse. * The cooperation aims to strengthen production and supply, introduce minimum price systems, and support non-China suppliers. * Additional partners, including Brazil, are invited to join the multilateral agreement. * The initiative responds to China's export restrictions on rare earths and other minerals, which disrupted global supply chains.
406. https://skillings.net/peru-revokes-southern-coppers-1-8b-tia-maria-permit-a-7b-copper-warning-shot/ - * Peru’s Ministry of Energy and Mines revoked the Tía María project permit, halting a $1.8 billion copper development. * The decision was based on technical and legal non-compliance, including environmental and legal issues. * The revocation affects approximately $7 billion in stalled copper investments in Peru. * The move coincides with Peru’s national elections and highlights ongoing social and political tensions. * Industry warns of increased regulatory risk and a deeper 'jurisdiction discount' for Peruvian mining assets.
407. https://skillings.net/glacier-mining-reform-argentinas-new-law-and-the-impact-on-andean-copper-april-11th-2026/ - • Argentina's Congress approves reform to the Glacier Law, shifting from blanket to selective protection. • The change allows development of major copper deposits like Los Azules, Taca Taca, and El Pachón. • The reform aims to boost Argentina's exports to $165 billion by 2035 and enhances its strategic position in critical minerals. • It responds to global competition from the US, EU, and China in securing copper and lithium resources. • Potential legal and environmental challenges remain at sub-national levels.
408. https://skillings.net/peru-revokes-southern-coppers-1-8b-tia-maria-permit-a-7b-copper-warning-shot/ - * Peru’s Ministry of Energy and Mines revoked the permit for Southern Copper’s Tía María project on April 11, 2026, citing technical and legal non-compliance. * The project was 23% complete, with a planned start of production in late 2026 or early 2027, expected to produce 120,000 tonnes of copper annually. * The revocation affects about $7 billion in stalled copper investments in Peru and highlights regulatory unpredictability. * The decision is linked to social unrest and political tensions surrounding the project and occurs just before national elections. * The move influences global copper supply forecasts and market valuation, increasing perceived jurisdiction risk in Peru.
409. https://copperbeltkatangamining.com/eu-and-us-move-toward-critical-minerals-alliance-to-reduce-dependence-on-china/?utm_source=rss&utm_medium=rss&utm_campaign=eu-and-us-move-toward-critical-minerals-alliance-to-reduce-dependence-on-china - * The EU and US are advancing a coordinated agreement to strengthen critical minerals supply chains and decrease reliance on China. * Measures include minimum pricing mechanisms, industry standards, and investment cooperation. * Discussions are ongoing about price floors, subsidies, and purchase guarantees. * The initiative aims to diversify sourcing, align responses to supply disruptions, and involve broader international partners. * Tensions persist over trade and geopolitical issues, but both sides are united on the importance of securing critical mineral supplies. * The agreement responds to China's export controls impacting global supply flows, especially for rare earths.
410. https://www.tajikistannews.net/news/278977471/xinhua-headlines-backup-to-backbone-how-china-green-power-forges-its-new-industries - * China has become a leading driver of renewable energy growth, leveraging renewable power for industrial transformation and emerging sectors. * In Inner Mongolia, wind and solar energy resources support the aluminium industry and data centres, reducing carbon emissions and increasing green power usage. * Green energy fuels hydrogen and methanol projects in Inner Mongolia, supporting China's green fuel and decarbonisation strategies. * The 15th Five-Year Plan promotes industrial transfer to renewable resource-rich regions and the integration of green energy with digital infrastructure. * Projects like green hydrogen, ammonia, and methanol demonstrate China's commitment to energy transition and clean energy deployment.
411. https://arynews.tv/copper-price-today-in-pakistan-1-kg-tamba-rate-april-11-2026 - * Pakistan's Millberry scrap copper remains steady at Rs. 5,500 per kg; refined copper trades between Rs. 5,800 and Rs. 6,200+ per kg. * International copper prices are around $5.86–$5.87 per pound, with a 1.97–2.13% daily increase. * Global copper prices have risen approximately 0.27–0.43% over the past month and 29.20–29.41% year-on-year. * Copper's demand is driven by green energy, electric vehicles, renewable projects, and infrastructure expansion. * The article discusses copper's role in energy transition and impact on costs for electrical, construction, and renewable sectors in Pakistan.
412. https://www.issuewire.com/jnicon-performance-vs-cost-evaluating-a-high-quality-power-connector-factory-from-china-for-new-energy-systems-1862144335513354 - * The article discusses the increasing demand for reliable power connectors in renewable energy infrastructure and electric vehicle systems. * It highlights the performance benchmarks, material science, environmental resilience, and innovative locking mechanisms of high-quality connectors. * The article considers Jnicon as a strategic manufacturer that offers industrial-grade performance with competitive pricing due to vertical integration. * It details applications in solar, energy storage, EV infrastructure, and micro-grids, emphasising the importance of durable connectors. * The conclusion states that Chinese enterprises like Jnicon are closing the technical gap with legacy Western brands and are vital in the global energy transition.
413. https://www.openpr.com/news/4465788/copper-market-to-add-usd-168-1-billion-by-2033-as - * The global copper market was valued at USD 257.6 billion in 2025 and is projected to reach USD 425.7 billion by 2033, with a CAGR of 6.5% from 2026 to 2033. * The market is expanding due to increased demand from electrification, power infrastructure, renewable energy, electronics, and digital infrastructure. * Recent developments include new copper projects and technological advancements by major companies like Rio Tinto, BHP, Codelco, Aurubis, Freeport, Teck, and Anglo American. * The market segmentation includes product type, mining type, grade, form, end-user, and region. * Copper’s strategic importance is increasing beyond industrial use to infrastructure, energy, and electronics sectors, influencing long-term strategies.
414. https://www.westhawaiitoday.com/2026/04/11/nation-world-news/us-trade-court-challenges-trumps-basis-for-10-global-tariffs/ - * A panel of US trade court judges questioned the legality of President Trump's 10% import tariffs. * The tariffs took effect on 24 February 2025 and were challenged by 24 states and small businesses. * The panel discussed how 'balance of payments deficits' should be defined, with questions on the legal authority used. * The case involves Trump's invocation of Section 122 of the Trade Act of 1974 and the International Emergency Economic Powers Act. * Court's ruling is pending; other Trump tariffs on steel, aluminium, and copper were not challenged.
415. https://skillings.net/copper-price-forecast-2026-deficits-smelting-caps-and-market-explosions-april-11th-2026/ - * The global copper market experienced a significant price surge in 2026, reaching an all-time high of $13,300 per metric ton on the London Metal Exchange. * Disruptions at Indonesia’s Grasberg mine and operational difficulties in Chile have severely reduced copper supply. * Smelting capacity constraints, especially in China, have created a bottleneck, with production caps limiting refined copper output. * Demand accelerated due to expansion of AI data centres and increased defence spending amid geopolitical tensions. * Governments in the US and EU are working to secure supply chains through strategic reserves and de-risking initiatives, with no immediate relief expected from domestic capacity build-out.
416. https://energiesmedia.com/first-solar-u-s-manufacturing-footprint-module/ - * First Solar advances its U.S. manufacturing footprint with additional module production, aiming for 17 GW capacity by 2027. * The expansion includes new facilities in Ohio, Alabama, and Louisiana, with Louisiana contributing 3.5 GW annually. * The company expects to create around 40,000 jobs in the United States and generate $7.8 billion in value-added. * The move aligns with increasing US demand for solar energy, which is a key part of the country's clean energy transition. * U.S. solar capacity is projected to be over 14 GW by 2026, with continued growth expected in 2026.
417. https://weeklyblitz.net/2026/04/11/chile-dismantles-massive-copper-smuggling-network-in-high-impact-crackdown/ - * Chilean authorities dismantled a copper smuggling network involved in theft and illegal export between 2020 and 2025. * Over 50 locations were raided, 28 arrests made, and 187 tons of stolen copper seized. * The operation targeted the illegal export of copper to Asian markets, especially China. * Copper, a key industrial resource, has seen increased global demand due to clean energy and electric vehicle sectors. * Authorities plan to improve supply chain monitoring and implement technological solutions like blockchain to prevent future thefts.
418. https://solarquarter.com/2026/04/11/global-renewable-energy-hits-49-capacity-in-2025-as-solar-leads-record-growth-re-statistics-2026/ - * In 2025, global renewable energy capacity reached 49%, with a record 692 GW added during the year. * Solar energy accounted for approximately 75% of new renewable capacity, reaching 2,392 GW overall. * Asia, particularly China, drove solar expansion, with China reaching around 1,202 GW in 2025. * Regions like Africa showed slower growth, with increases from 3 GW to over 22 GW since 2016. * The top three regions—China, the US, and the EU—contributed nearly 80% of new renewable capacity in 2025; Africa and small island states contributed minimally. * Falling costs, technological improvements, and policy support have propelled solar power growth. * Challenges remain in grid infrastructure, energy storage, and inclusivity in developing regions.
419. https://www.supplychainbrain.com/articles/43839-china-to-ban-sulfuric-acid-exports-as-war-hits-supply - * China announced plans to halt sulfuric acid exports from May, potentially lasting until 2026. * The ban affects sulfuric acid from copper and zinc smelting, impacting global supply. * The restriction is linked to the Iran war and regional sulphur shortages. * Prices have surged in Chile, a major buyer, with potential further increases if the ban persists. * The move is expected to put pressure on copper mining industries in Chile, DRC, and Zambia.
420. https://copperbeltkatangamining.com/uaes-irh-expands-presence-in-drc-copper-and-cobalt-sector-amid-strategic-mining-deals/?utm_source=rss&utm_medium=rss&utm_campaign=uaes-irh-expands-presence-in-drc-copper-and-cobalt-sector-amid-strategic-mining-deals - * IRH linked to new copper and cobalt mining projects in Lualaba, DRC, following a $367 million stake acquisition in Alphamin Resources in 2025. * IRH associated with partnerships involving state-owned Gécamines and other Emirati-connected companies. * A joint venture, Kabulungu Kamilombe Mining, manages a copper and cobalt deposit in Lualaba, with Gécamines and Falcon Resources holding stakes. * Mining asset transfers involve tailings and residue permits to joint ventures KKM and KMC, linked to Emirati investment groups. * In January 2026, 16 memoranda of understanding signed with Emirati companies in Kolwezi, focusing on the mining sector. * IRH expanded its critical minerals portfolio in Africa, including a 51% stake in Zambia's Mopani Copper Mines in 2024. * IRH operates as a subsidiary of 2PointZero within the IHC group.
421. https://www.northernminer.com/news/peru-pulls-permit-for-1-8b-tia-maria-copper-mine/1003889888/ - * Peru withdraws Southern Copper’s permit for the Tía María copper development amid legal and technical concerns. * The project, expected to produce 120,000 tonnes of copper annually over 20 years, faces delays. * The decision follows historical protests and conflict-related halts, with recent development resuming in 2024. * Broader sector challenges include illegal mining and illicit gold exports impacting copper projects. * The move occurs amidst political uncertainty and upcoming presidential elections in Peru.
422. https://www.lexology.com/library/detail.aspx?g=6bab82f6-998d-48b6-8c82-dd66920dbb47 - * On April 7, 2026, China’s State Council promulgated the Regulations on Industrial and Supply Chain Security. * The Regulations aim to safeguard industrial and supply chain security through a multi-level system of responsibilities, key sector lists, information sharing, risk monitoring, emergency management, and international cooperation. * They establish investigations into foreign measures affecting China’s supply chains and actions against foreign entities causing harm. * The Regulations authorise trade countermeasures and sanctions, including restrictions on foreign organisations and individuals. * They emphasise legal obligations for domestic entities, penalties, and measures to ensure supply chain integrity and security.
423. https://unn.ua/news/yes-i-ssha-nablyzhaiutsia-do-uhody-shchodo-krytychnykh-mineraliv-dlia-zmenshennia-zalezhnosti-vid-kytaiu-bloomberg - * EU and US are close to an agreement on coordinating the production and supply of critical minerals. * The planned agreement may include minimum prices and incentives for non-China suppliers. * The deal involves standards, investments, joint projects, and coordinated responses to supply disruptions. * Countries seek additional partners to create resilient supply chains for minerals used in modern technologies. * The agreement aims to counteract China's export controls and stabilise global supply chains.
424. https://stratnewsglobal.com/trade-tech/eu-us-near-critical-minerals-deal-to-combat-chinese-control/ - - The EU and US are close to an agreement on critical minerals cooperation, including incentives favouring non-Chinese suppliers. - The deal would involve standards, investments, joint projects, and coordination on supply disruptions, especially from China. - The agreement covers the entire minerals value chain, like exploration, extraction, processing, recycling, and recovery. - It aims to create a strategic alliance to access critical mineral reserves and reduce dependence on China. - The deal signifies a potential easing in EU-US trade tensions and highlights efforts to diversify supply chains.
425. https://aawsat.com/%D8%A7%D9%84%D8%A7%D9%82%D8%AA%D8%B5%D8%A7%D8%AF/5260865-%D8%A7%D9%84%D9%86%D8%AD%D8%A7%D8%B3-%D9%8A%D8%B3%D8%AC%D9%84-%D8%A3%D8%B9%D9%84%D9%89-%D9%85%D8%B3%D8%AA%D9%88%D9%89-%D9%81%D9%8A-3-%D8%A3%D8%B3%D8%A7%D8%A8%D9%8A%D8%B9-%D8%A8%D8%AF%D8%B9%D9%85-%D8%B7%D9%84%D8%A8-%D8%A7%D9%84%D8%B5%D9%8A%D9%86 - * Copper prices increase to over three-week high amid improving demand indicators from China, reaching $12,742.50 per tonne in London, with weekly gains exceeding 3%. * Chinese copper futures rise 0.6% to 98,440 yuan ($14,409.72) per tonne, supported by a 11.5% drop in copper inventories and higher import premiums. * Uncertainty persists due to geopolitical risks in Iran and Middle East tensions, affecting investor sentiment. * Chinese demand signals are contrasted with increased stockpiles in London, while aluminium rises due to supply concerns in the Gulf.
426. https://reneweconomy.com.au/fortescue-accelerates-away-from-oil-doing-what-australia-should-be-doing-on-the-fuel-crisis/?utm_source=rss&utm_medium=rss&utm_campaign=fortescue-accelerates-away-from-oil-doing-what-australia-should-be-doing-on-the-fuel-crisis - * Fortescue plans to build a renewable-powered green grid in the Pilbara by 2029–30, aiming to power its operations without fossil fuels. * The project includes large-scale solar, wind, and batteries to eliminate diesel and gas. * The initiative aligns with Australia's energy transition strategy, emphasising electrification and renewables. * Fortescue's heavy industry electrification involves electric trucks and batteries providing system resilience. * The company’s green metals projects support a sustainable, export-ready supply chain. * The announcement demonstrates a broader industrial shift towards renewable energy and decarbonisation in Australia.
427. https://www.washingtonexaminer.com/op-eds/4522906/biden-parting-gift-china-senate-republicans-must-act-now-reverse-it/ - * The article criticises Biden administration's 20-year mining ban on land in Minnesota, which it claims benefits China’s control over critical minerals. * It highlights bipartisan support for reversing the ban via H.J. Res. 140, which the Trump administration indicated would be signed into law. * It compares Trump’s policy actions and tariffs against China with Biden’s perceived inaction. * The article underscores China's control over rare-earth minerals and its strategic use to weaken US and allied supply chains. * It calls for Senate support to restore domestic mineral sovereignty and reduce reliance on China.
428. https://www.openpr.com/news/4463799/energy-transition-market-size-us-2-08-trillion-2025-to-us - * The energy transition market valued at US$ 2.08 Trillion in 2025 is expected to grow to US$ 5.58 Trillion by 2033, at a CAGR of 13.59%. * Growth driven by global shift towards low-carbon energy, renewable infrastructure investments, and technological innovations. * Key players include Siemens, GE, Schneider Electric, ABB, NextEra, Ørsted, with focus on solar, wind, hydrogen, and grid solutions. * Policy support, climate commitments, and corporate ESG initiatives accelerate market expansion. * Challenges include high capital requirements and infrastructure issues in some regions.
429. https://www.openpr.com/news/4463601/copper-rod-price-trend-analysis-2026-electrical - * Copper rod prices increased in late 2025, with US prices reaching an unspecified value. * The market reflects a bullish energy transition theme, influenced by global demand for electric vehicles and renewable energy. * Share of copper in supply is forecast to grow at a CAGR of 1.45% through 2034. * The industry focuses on high-conductivity oxygen-free copper rods for electronics and high-voltage transmission. * Asian, North American, and European markets show marginal upward trends amid supply tightness and demand growth.
430. https://kalkinemedia.com/au/stocks/metal-and-mining/asx-mining-watch-is-copper-explorer-drilling-ahead-of-wet-season - * Kobrea Exploration is drilling at its El Perdido Project in Argentina to understand the porphyry system. * Early drilling shows signs of mineral enrichment, including chalcocite. * One drill hole was discontinued due to unstable ground conditions. * The company is expanding its drilling operations by deploying new contractors and constructing additional drill pads. * The push aims to complete exploration objectives before the wet season, supporting copper demand driven by electrification and renewable energy.
431. https://www.chinadaily.com.cn/a/202604/10/WS69d83b9ba310d6866eb4298a.html - • China has implemented its first comprehensive regulation for industrial and supply chain security, effective immediately. • The regulation aims to strengthen risk monitoring, emergency reserves, and retaliatory measures against foreign sanctions. • It establishes a framework for identifying critical sectors, building reserves, and sharing information among companies. • The regulation responds to global supply chain disruptions caused by tariffs, export controls, and strategic initiatives by other countries. • Authorities can investigate countries imposing restrictions and take countermeasures, including trade prohibitions and sanctions.
432. https://www.jdsupra.com/legalnews/restructured-and-additional-section-232-4639597/ - * Tariffs now applied to the full customs value of imported articles, replacing previous methods. * A tiered tariff structure ranging from 0% to 50% has been introduced, with specific rates for different product categories. * The new tariffs effect from April 6, 2026, significantly altering calculation and coverage. * U.K. origin products qualify for reduced tariffs if 95% of metals are melted and poured in the U.K. * The tariff scope and inclusion process have been modified, retaining broad discretion for future product additions. * U.S. enforcement measures target tariff evasion, increasing compliance scrutiny and criminal prosecutions.
433. https://www.scmp.com/business/china-business/article/3349550/china-throws-switch-battery-buildout-equal-10-times-us-capacity-2025?utm_source=rss_feed - * Chinese battery manufacturers plan to add more than 600 GWh of new production capacity for energy storage systems in early 2026. * The capacity is roughly 10 times the total US capacity installed in 2025. * Investment in new lithium-ion battery factories in China totals approximately US$26.3 billion. * Projects will contribute up to 900 GWh annually, with 70% for energy storage and 30% for electric vehicles. * The growth is driven by demand for renewable energy and decarbonisation efforts.
434. https://www.ecmweb.com/electric-vehicles/article/55368901/pennsylvania-invests-9-million-in-federal-nevi-funds-to-power-ev-chargers-connecting-travel-corridors - * Pennsylvania Department of Transportation (PennDOT) announced funding for 12 new EV charging stations along major roadways.* The funding is part of the NEVI program, adding to the $54 million already allocated for charging infrastructure.* Since December 2023, Pennsylvania has constructed 30 charging stations, with 53 more in planning or construction.* NEVI-funded stations have supported over 80,000 charging sessions, driven over 9.6 million miles, and reduced CO2 emissions by more than 2,000 metric tons.* The projects aim to improve access to EV charging and support long-distance travel in Pennsylvania.
435. https://www.mprnews.org/story/2026/04/08/opponents-of-data-centers-join-with-critics-of-power-line-proposal-in-northern-minnesota - * Residents in Minnesota oppose a 67-mile transmission line proposed between Grand Rapids and Hermantown, near Duluth, which would supply power to a Google data centre. * The project, approved by MISO in late 2024, is part of a regional plan for nearly $22 billion in transmission upgrades across nine states, intended to improve grid reliability and support renewable energy. * The transmission line is essential for enabling wind and solar energy development, due to the shift away from coal plants. * Critics argue the data centre development is linked to the transmission projects and criticise the secrecy surrounding the data centre plans. * The Public Utilities Commission will decide on the project by the end of the year, after public comments, with concerns about costs and community impacts debated.
436. https://skillings.net/copper-price-forecast-2026-matters-why-the-looming-deficit-is-changing-everything/ - * The global copper market is facing a projected supply deficit of approximately 330,000 metric tonnes by 2026. * Forecasted copper prices are expected to average over $12,000 per metric tonne in 2026, with peak predictions up to $13,000. * Demand is driven by electrification, renewable energy infrastructure, and digital infrastructure needs. * Supply constraints are aggravated by underinvestment, declining ore grades, environmental restrictions, and geopolitical issues. * Institutional forecasts reflect a tight market with significant volatility and a financial sector shifting towards alternative project financing.
437. https://www.juancole.com/2026/04/hormuz-energy-renewables.html - * The blockade of the Strait of Hormuz by Iran caused Europe-wide economic shocks, raising fuel and power costs. * The European Commission called for coordinated responses, considering energy-saving measures and policies to manage demand. * Europe’s dependence on Gulf petrol and LNG increased due to disruptions from Iran and Gulf energy infrastructure attacks. * UK consumers increased purchases of renewable energy items like solar panels and heat pumps, while EV sales rose to nearly a quarter of the vehicle market. * European governments and companies are expanding wind and solar infrastructure, with a shift towards reducing fossil fuel dependence amid supply chain concerns.
438. https://kpmg.com/au/en/insights/tax/trade-tariffs/australian-business-navigating-tariff-costs-trade-disruption.html - * The article discusses how rising tariffs since 2025 challenge established trade principles and impact Australian companies. * It highlights the need for businesses to review operations, supply chains, and contracts amid global trade disruption. * It recommends analysing trade data, implementing duty mitigation strategies, and adapting operating models. * The article emphasises leveraging short and long-term strategies to reduce tariff liabilities and strengthen supply chains. * The focus is on trade policy, tariffs, and strategic supply chain management affecting global copper flows and Australian exports.
439. https://www.trend.az/business/4172609.html - * China’s total renewable energy capacity increased with annual growth of 24.2% to 25.7% between 2023 and 2025. * Data from IRENA shows capacity figures reaching over 2,258,016 in 2025. * The growth is driven by policy, structural factors, and decreased technology costs. * Significant deployment of solar and wind energy projects occurred in 2023-2025. * Focus on decarbonisation and a new power system underpins rapid development.
440. https://tribune.com.pk/story/2601792/soaring-costs-drive-pakistan-to-evs - * Pakistan's petrol demand for two- and three-wheeled vehicles is increasingly replaced by electric vehicles due to rising fuel prices and supply concerns. * The Middle East conflict has caused fuel price surges, prompting a surge in e-bike sales, with a nearly threefold increase last year. * Pakistan's government has introduced the PAVE plan, providing subsidies and interest-free loans for EVs, with applications exceeding targets. * The country's EV adoption is supported by Chinese brands and solar power integration, aiming to reduce oil imports and emissions. * Challenges include infrastructure, local expertise, and potential impacts if ongoing conflicts persist.
441. https://gestion.pe/mundo/internacional/mafias-del-cobre-en-chile-asi-operan-y-exportan-a-china-y-peru-noticia/ - * Authorities in Chile dismantled a network that moved over US$ 917 million worth of copper between 2020 and 2025, transporting it first by truck to the port of Iquique and then exporting to China. * Two weeks prior, police seized cables, chips, and cathodes in Arica, intended for smuggling to Peru and China. * Organised criminal groups operate with defined roles, including theft, storage, processing, and cross-border transportation. * The illegal copper trade has increased as prices hit record highs in January, facilitating theft and smuggling. * Investigations, including Operation High Voltage, involved raids on 49 properties, the detention of 25 individuals, and the seizure of 187 tonnes of copper valued at approximately US$ 2.2 million.
442. https://www.gurufocus.com/news/8780278/china-unveils-supply-chain-security-rules-allowing-retaliation-measures - * China introduces new supply chain security directives empowering government retaliation against foreign trade measures. * The rules include measures to restrict imports, exports, technologies, and investments in response to external restrictions. * The policy also establishes an early-warning system to monitor risks related to raw materials, technologies, and key products. * The directives aim to strengthen China's legal infrastructure to counter foreign sanctions and control measures. * These developments could influence global supply chain risk management and diversification strategies.
443. https://www.pv-magazine.com/2026/04/08/blackstone-and-sunotec-enter-e250-million-partnership/ - * Blackstone will invest around €250 million in Sunotec through a structured equity deal, subject to regulatory approvals, expected to close in 2026. * The partnership aims to accelerate Sunotec’s expansion across Europe, including Germany, the UK, Scandinavia, and Southeast Europe. * Sunotec plans to strengthen grid infrastructure and integrate energy storage to address bottlenecks and enhance its project pipeline. * The deal supports Sunotec’s growth in renewable energy projects and its independent power producer platform. * Projects involve solar, storage, and grid infrastructure, with emphasis on faster grid upgrades and scaling of integrated energy systems.
444. https://dynamicbusiness.com/topics/news/government-passes-laws-to-stockpile-fuel-as-global-supply-chain-risks-mount.html - * Australian government enacted legislation on 31 March 2026 to establish strategic reserves for fuel and critical minerals. * The laws aim to secure supply chains by allowing Australia to purchase and stockpile fuel, fertiliser, and critical minerals including antimony, gallium, and rare earths. * Legislation focuses on supporting domestic industries, including farmers, logistics, construction, and agribusiness. * The Critical Minerals Strategic Reserve is designed to enhance security, create jobs, and promote onshore processing, particularly for advanced manufacturing and clean energy technology. * The move aims to strengthen international supply chain partnerships with global trading allies.
445. https://www.tndindia.com/relux-electric-to-focus-on-punjab-and-rajasthan-for-ev-charging-infrastructure-rollout/ - * Relux Electric will focus on Punjab and Rajasthan for EV charging infrastructure development in India. * The company has set up 25 stations in these states and plans to scale to 100. * Relux Electric is in discussions with state governments for new infrastructure. * It has collaborated with TNGECL to establish 500 charging stations in Tamil Nadu. * The company aims to reach Rs.50 crore revenue in FY2026–27 and targets net-zero emissions. * Infrastructure incorporates renewable energy, battery storage, and high-speed charging, supporting both passenger and commercial EVs.
446. https://www.yicaiglobal.com/news/shanghai-issues-guidelines-to-support-state-owned-capitals-role-of-lead-investor - * Shanghai has released guidelines to promote state-owned capital as long-term, strategic investors supporting industrial development. * The guidelines include 16 measures, with explicit promotion of state-owned capital acting as lead investors, first introduced at provincial level. * In the past year, Chinese state-owned institutions made investments worth over CNY600 billion (USD87.2 billion), increasing by 23% in number and 28% in amount. * The guidelines aim to strengthen investment-leading capacity, professionalise management teams, and enhance operational and risk control capabilities. * Emphasis is placed on leveraging state-owned funds to support key industries, innovative projects, and attract enterprises to Shanghai, fostering industrial ecosystem activation.
447. https://allindiaev.com/e-rickshaw-charging-hubs-in-slums-to-cut-power-thefts/ - * The Delhi government is preparing a proposal for E-rickshaw charging hubs in slum clusters as part of its slum rehabilitation policy. * The initiative aims to reduce unsafe charging practices, illegal electricity tapping, and electrocution risks. * The plan is in its final stage and includes broader urban upgrades such as parking, sanitation, and community facilities. * The proposal could serve as a model for other Indian cities facing EV charging safety and theft issues. * The initiative supports sustainable mobility and enhances formal energy access for electric three-wheelers in dense urban areas.
448. https://www.thehindubusinessline.com/markets/commodities/indias-clean-energy-ambitions-face-critical-minerals-crunch/article70836871.ece - * India aims for 500 GW of green energy capacity by 2030, including solar, wind, and hydropower. * The country also targets 60% power from non-fossil sources by 2035. * India depends on imports for critical minerals like lithium, cobalt, and nickel. * Demand for these minerals is expected to rise sharply by 2030, driven by renewable energy and electric vehicles. * Challenges include building domestic processing capacity and securing supply chains amid global competition.
449. https://www.yicaiglobal.com/news/china-rolls-out-first-rules-on-industrial-supply-chain-security - * China has issued its first administrative regulation aimed at safeguarding industrial and supply chains, effective immediately.* The rules establish risk early-warning systems, security procedures, and extraterritorial jurisdiction.* They require authorities to develop key area lists, build reserves, and increase R&D for sectors facing technological bottlenecks.* Regulations enable bans or restrictions on imports, exports, and investments in response to breaches of international law or market principles.* The regulations aim to enhance supply chain resilience and manage risks amid global strategic competition.
450. https://www.cdns.com.tw/articles/1383560 - * US Section 232 tariffs on steel, aluminium, and copper products became effective on April 6th, affecting tax calculations and classification. * The new policy introduces complex classification structures and transitional tariffs, increasing the complexity of customs compliance. * Companies are advised to review product classifications, origin, and metal content to optimise tariffs and explore exemptions. * Supply chain adjustments may be necessary to minimise costs and comply with the revised tariffs. * China-Philippines International Logistics suggests enhanced compliance and supply chain solutions to manage trade changes.
451. https://www.livingstonintl.com/new-assessment-rules-for-steel-aluminum-copper-derivatives-imports-into-the-u-s/ - * On April 2, 2026, a presidential proclamation revising Section 232 tariffs on aluminium, steel, copper, and derivatives was issued, effective April 6, 2026. * Changes include new duty application methods, product qualification criteria, and exceptions for UK and US goods. * Tariffs are categorised into Annexes with varying rates, including a temporary framework until December 2027. * Specific rules apply to Russian products and foreign trade zones. * The impact on customs bonds and drawback claims is discussed.
452. https://www.jdsupra.com/legalnews/trump-administration-revamps-section-4656280/ - * On April 2, 2026, the Trump administration announced changes to tariffs under Section 232 of the Trade Expansion Act, effective April 6, 2026. * The new policy replaces metal content-based calculations with full customs value tariffs, varying by product classification and metal intensity. * Certain products will face 50%, 25%, or 15% tariffs depending on annex classification; some will be exempt altogether. * Reductions for UK-origin products and specific low-metal-content articles are detailed, alongside temporary measures until December 2027. * The Proclamation aims to streamline tariff application and address trade disputes, impacting the supply chain of metal-intensive derivatives and international trade relations.
453. https://theglobaleconomics.com/2026/04/07/gcc-infrastructure-boom/ - • The GCC enters a period of economic transformation in 2026, with infrastructure as a central growth driver. • Saudi Arabia's Vision 2030 and UAE’s infrastructure pipeline underpin multi-trillion-dollar development efforts. • Major projects include NEOM, Red Sea Global, and Qiddiya in Saudi Arabia, and urban development projects in Abu Dhabi and Dubai. • Non-oil sectors now constitute 71% of Saudi Arabia’s GDP and 75% in the UAE, reflecting a shift from hydrocarbon dependency. • Investments in tourism, logistics, and digital infrastructure support regional repositioning and economic diversification.
454. https://marineindustrynews.co.uk/us-revises-section-232-tariffs-targeting-metal-imports/ - * US President Donald Trump signs a proclamation revising tariffs on steel, aluminium, and copper, effective April 6, 2026. * Tariff rates are adjusted, with specific rates applying to different categories, including full-value, derivative, and articles with US-origin metal content. * Exemptions are available for articles with low metal content and certain classes of imported goods. * A temporary reduced rate applies to industrial and electrical grid equipment until December 2027. * The proclamation removes the inclusion process for derivative products but allows for adjustments based on national security considerations. * Existing trade agreements with the UK, EU, Japan, and South Korea remain in place.
455. https://www.cmtradelaw.com/2026/04/white-house-issues-dual-section-232-proclamations-on-pharmaceuticals-and-metals/ - * The US government issued two proclamations invoking Section 232 to impose tariffs on pharmaceuticals and restructure tariffs for aluminium, steel, and copper. * Effective from July 31, 2026, tariffs on patented pharmaceuticals range from 0% to 100% based on company and country status. * From April 6, 2026, a 50% ad valorem duty applies to certain aluminium, steel, and copper products, with reduced rates for UK and US-sourced materials. * The proclamations specify procedural timelines, renewal mechanisms, and reporting obligations for affected industries. * These measures impact global copper flows, supply chains, and US trade policy strategies.
456. https://www.ad-hoc-news.de/boerse/news/ueberblick/nevada-copper-stock-why-this-copper-play-deserves-your-attention-now/69096329 - * Nevada Copper's Pumpkin Hollow project in Nevada is a permitted, shovel-ready copper-gold mine, enabling near-term ramp-up. * The company's operations include underground and open-pit mining with proven mineral reserves. * The project benefits from existing infrastructure, lowering development risks and supporting faster production. * Rising copper demand driven by electrification and renewables enhances the project's relevance. * The company's strategic focus on efficient, low-cost production and asset de-risking positions it for supply growth. * Risks include operational delays, commodity price volatility, and regulatory considerations. * Analysts see potential within US copper supply narratives, with possible upside from successful ramp-up.
457. https://weekendpost.co.bw/ai-driven-copper-exploration-launches-in-ngamiland/ - * Botswana Minerals initiated its copper exploration programme in Ngamiland, Botswana, focusing on geophysical targeting and high-value prospect identification. * The project aims to leverage AI technology to enhance drilling success probabilities amid rising global copper demand. * The exploration is in a region near the Okavango Delta, raising environmental concerns, with a focus on balancing conservation and mineral development. * The initiative aligns with increased demand for copper driven by energy transition and electrification trends worldwide. * Outcomes depend on exploration results, regulatory environment, and environmental impact considerations.
458. https://www.businesstoday.com.my/2026/04/07/construction-sector-to-stay-buoyant-as-data-centre-drives-growth-top-pick-gamuda/?utm_source=rss&utm_medium=rss&utm_campaign=construction-sector-to-stay-buoyant-as-data-centre-drives-growth-top-pick-gamuda - * The construction sector is expected to remain strong in 2026, supported by data centre investments and a pipeline of infrastructure projects. * Data from CIDB show contract awards reaching RM232 billion in 2024 and RM225.5 billion in 2025. * Data centres are predicted to be the main growth driver, with investments by global tech firms such as Microsoft. * Key industry players include Gamuda Berhad, Sunway Construction, and IJM Corporation, with Gamuda securing large-scale data centre projects worth RM14-20 billion. * Infrastructure projects like the Penang LRT Mutiara Line and the Kuala Lumpur–Singapore High-Speed Rail are also contributing to sector activity.
459. https://www.jdsupra.com/legalnews/trump-administration-resets-section-232-5768264/ - * President Trump has overhauled the Section 232 tariffs on metals, implementing tiered rates based on country of origin and manufacturing process, effective April 6, 2026. * The new framework applies duties to the full customs value of steel, aluminium, and copper imports, moving away from a metal-content basis. * Certain derivative products are no longer covered, with a transitional period for some goods until December 2027. * Importers must review product classifications and metal content to determine duty exposure, updating documentation accordingly. * The reforms aim to stabilise product scope and reduce frequent coverage changes in the future.
460. https://transportationtodaynews.com/news/37534-fhwa-awards-alaskan-bridge-project-108-7m-grant/ - * The Federal Highway Administration awarded a $108.7 million grant to the Alaska Department of Transportation for the Johnson River and Gerstle River Bridge Replacement Project.
461. https://passive-components.eu/wk-14-electronics-supply-chain-digest-2/ - * Eurozone manufacturing PMI increased to 51.6 in March, reaching a new four-year high, driven by production and new orders. * Germany’s PMI rose to 52.2, the highest since May 2022. * US manufacturing PMI increased to 52.3 in March, with continued growth in new orders and production. * China’s manufacturing PMI was 50.8, with the fourth month in expansion territory; government PMI rose to 50.4. * Supply chain inputs, such as lead times and input costs, are contributing to PMI trends amid geopolitical tensions. * The report highlights ongoing manufacturing activity in Europe, US, and China, impacting supply chain conditions.
462. https://www.chinanews.net/news/278966904/china-harnesses-technological-innovations-to-power-clean-energy-transition - * A power facility in Tai'an, Shandong Province, uses underground salt caverns for energy storage, with 460 million kWh annual output. * China aims for 5 million kilowatts of new energy storage capacity by 2030. * The world's largest 26-megawatt offshore wind turbine was connected off Shandong Province, producing enough energy for 55,000 households. * An underwater data centre powered by offshore wind began operation in Shanghai. * China pledged to reduce net greenhouse gas emissions by 7 to 10 percent by 2035, surpassing coal power capacity. * Chinese renewable energy technologies are contributing to Africa’s energy transition, with widespread international recognition.
463. https://techround.co.uk/startups/startup-of-the-week-descycle/ - • DEScycle introduces a distributed, modular metals recovery platform using proprietary ionometallurgy. • It aims to transform metals processing by enabling decentralised, faster, and cheaper recovery, starting with electronic waste. • The company plans deployment in the UK, US, EU, and Japan, with partnerships including Mitsubishi Corporation. • Headquartered in London, UK, with a demonstration plant opening in Teesside, North East England. • Technology supports energy transition, electrification, and demand for critical metals.
464. https://solarquarter.com/2026/04/06/powergrid-wins-tumkur-ii-transmission-project-to-integrate-2-7-gw-renewable-energy/ - * Power Grid Corporation of India Limited (POWERGRID) selected as successful bidder for a transmission project in India. * The project aims to support the integration of 2.7 GW of renewable energy into India’s power grid. * Announced on April 1, 2026, following a Tariff-Based Competitive Bidding process. * The project will be developed in Karnataka under the Build, Own, Operate, and Transfer model. * Includes construction of a 400 kV double circuit transmission line and augmentation work at Tumkur-II Pooling Station.
465. https://www.riotimesonline.com/latin-america-economy-2026-guide/ - ["* Latin America's GDP is forecast to grow approximately 2.2–2.4% in 2026, with regional disparities and diverging trajectories.", '* US tariffs, including legal chaos and sector-specific measures, have impacted trade flows and expose vulnerabilities, especially in Brazil, Ecuador, Venezuela, and Nicaragua.', '* China has expanded its trade and infrastructure influence across Latin America, with increasing investment and port projects, especially in South America.', '* Inflation pressures are easing but uneven, with some countries like Argentina and Colombia experiencing disinflation and others facing rate hikes.', '* Critical minerals, notably copper and lithium, are emerging as key geopolitical assets, with Latin America holding significant reserves and benefiting from US and Chinese investments.']
466. https://www.nextbigfuture.com/2026/04/china-build-focused-economy-versus-india.html - * China’s economy has been driven by investment, export, and industrialisation, leading to rapid urbanisation and infrastructure expansion. * China’s GDP multiplied approximately 30 times from 1980 to 2010, with industrial sector reaching about 47% of GDP. * China’s urbanisation increased from 20% in 1980 to 67% by 2025, supported by extensive housing construction and infrastructure projects. * China’s real estate and construction sector peaked at 25-30% of GDP, comprising a significant portion of household wealth. * Future global growth relies on building energy and data centres for AI, with the US and China leading in these areas.
467. https://skillings.net/ivanhoe-stuns-market-kamoa-kakula-production-guidance-slashed-for-2026-2027/ - * Ivanhoe Mines cuts production guidance for its Kamoa-Kakula copper complex in the Democratic Republic of Congo for 2026 and 2027. * The guidance decrease follows a reserve model update that reduced reserve grades by 28%. * The revised plan emphasises underground development and rehabilitation, indicating a longer operational timeline. * Market reaction has been sharp, with Ivanhoe shares falling nearly 35% year-to-date. * The move raises concerns about future copper supply amid rising demand for energy transition infrastructure.
468. https://journalrecord.com/2026/04/01/us-manufacturing-grows-march-supply-delays-costs/ - * US manufacturing activity increased in March, with PMI reaching 52.7, the highest since August 2022. * The PMI indicated continued expansion for the third month. * Prices paid by factories for inputs hit a four-year high. * Supplier delivery times lengthened amid supply chain disruptions related to the Middle East war. * The increase was partly attributed to supply chain snarls rather than strong demand.
469. https://www.ad-hoc-news.de/boerse/news/ueberblick/national-grid-uk-electricity-network-overview/69079570 - * The National Grid UK operates a high-voltage electricity transmission system across England, Wales, and Scotland, supporting renewable energy sources. * It manages infrastructure covering 7,200 circuit km of overhead lines and 1,500 km of underground cables, with a capacity supporting over 50 GW. * The system incorporates HVDC links, digital substations, and advanced protection to enhance reliability and stability. * It plays a key role in the UK's net zero transition, supporting electrification of transport, heating, and hydrogen production. * Ongoing upgrades include capacity enhancements, underground cabling, and smart grid technology implementations to accommodate increasing renewable generation and demand.
470. https://www.ad-hoc-news.de/boerse/news/ueberblick/barrick-s-planned-spinoff-faces-mounting-headwinds/69077641 - * Barrick Gold proceeds with its North American asset spinoff despite legal disputes, royalty issues, and copper project delays. * The Nevada dispute with Newmont involves accusations of personnel and equipment redirection, with court hearings scheduled for May 2026. * A significant royalty agreement with Teck on the Fourmile project could reduce its valuation by approximately 10%. * The Reko Diq copper project in Pakistan is delayed until mid-2027 due to security concerns. * Barrick’s share price has fallen 9% in the past 30 days, reflecting market uncertainty amid operational and legal challenges.
471. https://skillings.net/copper-deficit-forecast-2026-drivers-supply-shocks-and-price-outlook/ - * The global copper market is experiencing increased volatility in 2026, with a significant deficit forecast. * The supply-side crisis is caused by force majeure at Indonesia’s Grasberg mine and stagnation in Chile. * Demand is driven by AI expansion and increased global defence spending. * Market forecasts vary, with deficits ranging from 150,000 to 330,000 tons and prices potentially rising to $15,000/mt. * Industry response includes mergers and technological innovation to extend existing resources and secure supply.
472. https://skillings.net/future-ready-inside-the-march-2026-copper-crunch-special-issue/ - * The industry faces a severe copper deficit in 2026, projected at 407,000 tonnes by UBS. * Copper prices have breached $13,200 per tonne, creating operational and economic constraints. * Supply-side failures due to accidents and labour unrest are compounding the shortage. * The rise of AI data centres significantly increases copper demand, surpassing supply growth. * Mining companies react differently: BHP adopts discipline while Eldorado Gold and others pursue acquisitions. * ESG reporting becomes crucial for capital access; exploration is emphasised as a critical strategy. * The issue provides analysis on price forecasts, energy versus geological realities, and M&A trends.
473. https://www.trend.az/business/4171185.html - * China's manufacturing activity in March expanded with an official PMI of 50.4%.
474. https://www.indexbox.io/blog/electrical-steel-coatings-market-demand-to-accelerate-by-2035-driven-by-global-energy-transition/ - * The global electrical steel coatings market is forecast to experience steady growth from 2026 to 2035, driven by the energy transition and demand for energy-efficient electrical equipment. * Growth is supported by infrastructure investments, grid modernisation, EV proliferation, and renewable energy expansion. * Asia-Pacific will dominate the market, with North America and Europe focusing on high-value segments. * Demand is primarily driven by electric motors (45%) and transformers (30%) for energy efficiency standards. * The market's expansion relies on innovation in coatings that support thinner steels, high temperatures, and environmental regulations.
475. https://www.communicationstoday.co.in/us-targets-chinese-chipmaking-with-proposed-export-restrictions-on-asml/ - * US lawmakers proposed the MATCH Act to restrict exports of chipmaking equipment to China. * The law aims to protect US AI leadership and restrict Chinese access to advanced chip manufacturing tools. * It would prohibit sale or servicing of advanced equipment like immersion DUV lithography to Chinese chipmakers including SMIC, Hua Hong, Huawei, CXMT, and YMTC. * Existing Dutch and US rules already limit ASML's most advanced tools exports to China; the proposed law would extend restrictions to older DUV lines. * China was ASML’s largest market in 2025, accounting for 33%, expected to drop to 20% in this year.
476. https://diaztradelaw.com/breaking-trade-news-new-232-proclamation-cbp-update-on-ieepa-refunds-ofac-sanctions-advisory/ - * A proclamation strengthening Section 232 actions targets imports of aluminium, steel, and copper, citing national security and protecting domestic metals industries. * CBP provides an update on the CAPE system for tariff refunds imposed under IEEPA. * CBP launches a modernised ACE Secure Data Portal for trade community use. * CBP announces it is no longer actively investigating cocoa imports from Cote d’Ivoire for forced labour allegations. * The news relates to international trade policies, tariffs, and export controls affecting metals and trade infrastructures.
477. https://www.achrnews.com/articles/166034-trumps-section-232-tariff-shake-up-raises-costs-uncertainty - * President Donald Trump issued an executive proclamation overhauling Section 232 tariffs on steel, aluminium, and copper, effective April 6. * The recalibration introduces a tiered tariff structure, raising tariffs to 50% on almost entirely made metals and 25% on derivative products. * The reforms expand the scope of tariffs, including more alloys and components, and make compliance more demanding. * Industry groups warn increased uncertainty and volatility for construction supply chains and project costs. * SMACNA advocates for tariff relief and contract adjustments amid rising material costs and legislative uncertainty.
478. https://www.zeebiz.com/economy-infra/world-economy/news-explained-trumps-steel-aluminium-copper-citing-national-security-threat-factsheet-decoded-in-10-points-393126 - • The US government announced revised tariffs on steel, aluminium, and copper imports, maintaining a 50% commodity levy. • Structured tariffs include 50% on full-value products, 25% on derivative goods, and 15% on metal-intensive industrial equipment until 2027. • Products using US-origin metals face a 10% tariff; items with ≤15% metal content are exempt. • The policy aims to support domestic manufacturing, job growth, and industrial expansion. • Additional 100% duties are imposed on certain imported medicines to promote domestic pharmaceutical production. • Tariffs are applied under Section 232 of the Trade Act, 1974, citing national security threats.
479. https://www.packagingdive.com/news/trump-steel-aluminum-copper-tariff-adjustments/816572/ - * The Trump administration modifies Section 232 tariffs on steel, aluminium, and copper imports, effective from April 6. * Goods made almost entirely of these metals face a 50% tariff; derivative goods face 25%. * Reduced tariffs apply for goods from the UK, with specific rates for homogenous and derivative products. * Additional tariffs set for industrial equipment and U.S.-made goods, with tariffs lasting until 2027. * The tariffs no longer apply to goods with 15% or less steel, aluminium, or copper. * Trump expanded and later terminated certain derivative product measures, with ongoing investigations into other sectors.
480. https://diaztradelaw.com/new-executive-order-adjusting-imports-of-aluminum-steel-and-copper-into-the-united-states/ - * On April 2, 2026, the US President issued a proclamation to strengthen Section 232 actions on aluminium, steel, and copper imports, citing national security concerns. * Effective from April 6, 2026, tariffs include a tiered structure with exemptions, with full tariffs of 50% generally, and lower rates for UK, US, and trading partner imports. * Tariffs are assessed based on product origin, metal content, and processing location, with specific rates for derivative articles. * Imports from non-trading partners like Cuba, North Korea, Russia, and Belarus face 25% tariffs. * Additional tariffs are applicable for imports entered after January 1, 2028, depending on duty levels. * Certain products are exempt from tariffs, including motorcycle parts under specific chapters. * Manufacturing drawback claims are available for products meeting specified criteria, including origin from Trade Agreement Partners and processing within TAP countries.
481. https://energystoragepro.com/2026/04/03/solarworld-secures-major-bess-contracts-alongside-200-mw-solar-project-in-india/ - * Solarworld Energy Solutions Limited wins contracts for a 200 MW solar PV project and BESS installations in India. * The solar project is part of a 1 GW development in Bikaner, Rajasthan, with scope including BOS and O&M services. * Secures EPC contracts for BESS at Feroze Gandhi Unchahar and Solapur thermal power stations, with capacities totaling 102 MW / 204 MWh. * Contracts highlight Solarworld's role in India’s renewable energy and grid stability efforts, supporting energy transition. * The projects are scheduled for completion within 15 months, valued at hundreds of crores of rupees.
482. https://en.yna.co.kr/view/AEN20260403006900320 - • The South Korean government held a meeting to assess the impact of U.S. tariff adjustments on steel, aluminium, and copper imports. • The U.S. announced it will impose duties on these metals based on their full customs value, starting Monday. • The new tariff system will apply 50% duties on products made entirely or nearly entirely of these metals, with derivative products paying 25%. • The change aims to simplify tariff calculations, potentially reducing burdens for South Korean exporters. • The impact varies depending on product composition and class.
483. https://www.wirecable.in/resonia-secures/ - ['*Resonia has secured a 400 kV transmission project in Karnataka from the Karnataka Electricity Regulatory Commission.', '*The project aims to strengthen grid infrastructure, enable renewable energy integration, and support rising electricity demand in Karnataka.', "*It will be executed through the SPV Hampapura Power Transmission Limited and is part of India's broader goal to achieve 500 GW of non-fossil fuel capacity by 2030.", '*The project supports Karnataka’s emergence as a renewable energy hub with solar and wind energy.', '*Resonia emphasises environmentally responsible execution and stakeholder engagement.']
484. https://www.siasat.com/trump-imposes-50-per-cent-tariffs-on-steel-aluminum-and-copper-3445553/ - * US President Donald Trump signed a proclamation imposing steep tariffs on steel, aluminium, and copper from April 6.
485. https://www.internationaltradeinsights.com/2026/04/president-trump-issues-a-proclamation-amending-section-232-duties-on-steel-aluminum-and-copper-and-derivative-products/ - * On April 2, 2026, President Trump issued a proclamation modifying tariffs under Section 232 applicable to imports of aluminium, steel, copper, and derivatives. * Tariff rates vary from 10% to 50% depending on the product, origin, and derivative status, effective from April 6, 2026. * Special rates are established for products from the United Kingdom and trade partners without normal trading relations. * The proclamation excludes Russia's aluminium imports and products not classifiable under certain chapters, with some duties removed or adjusted. * The proclamation also clarifies product classification, drawback conditions, and the potential for future list modifications and revocations.
486. https://www.tampafp.com/trump-orders-50-tariffs-on-metal-imports/ - * President Donald Trump signed a proclamation increasing tariffs on aluminium, steel, and copper entering the US, effective from 6 April 2026. * The tariffs are set at 50% for most imports, with reduced rates for domestically-made products and UK imports, and 200% for products involving Russian metal. * The order aims to strengthen domestic manufacturing and reduce reliance on foreign sources, especially targeting Russia. * New powers are granted to authorities to add derivative products to the tariffs, including metal containers. * The move is part of broader strategies to bolster US strategic industries and train American workers.
487. https://www.zerohedge.com/geopolitical/trump-administration-revamps-steel-aluminum-copper-tariffs-imposes-100-duties-patented - * The Trump administration maintains 50% tariffs on imported steel, aluminium, and copper products under Section 232, with exemptions for goods containing less than 15% metals. * Tariffs on derivative products are lowered to 25% if deemed 'substantially made' of metals, but will remain at 50% for many items, assessed on full product value. * 100% tariffs are imposed on patented pharmaceuticals not meeting domestic production or pricing conditions, with exemptions for certain trade partners and agreements. * The reforms aim to simplify tariffs, support domestic manufacturing, and address lobbying concerns about trace metal content. * The changes align with the administration’s second-term trade agenda and follow judicial rulings limiting emergency tariffs.
488. https://www.altitudesmagazine.com/tariffs-chinese-imports-reach-145-percent-retailers-warn/ - * The U.S. formalised a 145 percent tariff on Chinese consumer goods in April 2026, affecting $440 billion in trade.* Retailers like Walmart and Best Buy anticipate increased prices and sourcing shifts.* China responded with an 84 percent retaliatory tariff on U.S. goods.* Economists warn that consumer prices could rise significantly and supply chains are restructuring.* Political and diplomatic developments include ongoing negotiations and legislative proposals.
489. https://skillings.net/skillings-mining-intelligence-golds-4700-breakout-the-kamoa-kakula-copper-shock-april-2-2026/ - * Gold's price rises to $4,760 following geopolitical signals and a short-covering rally, driven by US diplomatic moves in the Middle East. * Ivanhoe Mines reports a strategic production cut at Kamoa-Kakula in DRC to prioritise stability over volume amid logistical gridlock. * EGA halts aluminium output at Al Taweelah after Iran-linked strike disrupts energy supplies. * F3 Uranium reports high-grade assays in Saskatchewan, supporting uranium market optimism. * Industry focuses on AI governance and addressing seven ESG mistakes, including carbon offsets and water management. * Market sentiments remain bullish for gold and aluminium, cautious on iron ore amid recent decline.
490. https://energystoragepro.com/2026/04/02/west-bengal-invites-bids-for-500-mw-2000-mwh-battery-energy-storage-projects/ - * The West Bengal Department of Power has invited bids for developing 500 MW/2000 MWh Battery Energy Storage Systems (BESS). * The project aims to strengthen power infrastructure and support renewable energy integration in West Bengal. * Bidding process includes financial safeguards such as Earnest Money Deposit and Performance Bank Guarantee. * The Request for Selection was issued on March 6, 2026, with site visits scheduled from March 9 to 21, 2026. * The project seeks to enhance grid stability, manage peak demand, and improve electricity supply reliability.
491. https://tradebrains.in/why-hindustan-copper-is-down-5-despite-multi-year-growth-roadmap/ - * Hindustan Copper Ltd (HCL) announced a new copper concentrate plant worth Rs 469.55 crore, expected to be completed in 27 months. * The plant will process 3 million tonnes of copper concentrate annually at the Malanjkhand mine in Madhya Pradesh. * The expansion aims to increase processing capacity to meet rising demand from EVs, solar, and infrastructure sectors in India. * The company’s stock fell 5.4%, despite recent growth and investor confidence. * The strategy supports India’s goal for self-reliance in critical minerals and aligns with HCL’s heavy investment plans of over Rs 2,000 crore over five to six years.
492. https://australianminingreview.com.au/news/ausenco-secures-hillside-contract/ - * BHP reports copper now accounts for 51% of its earnings in H1 FY26, surpassing iron ore. * Copper prices increased 32% over 12 months; copper operations generated 10% higher revenue than iron ore. * BHP diverted iron ore shipments from China to Malaysia and Vietnam following China's ban, seeking buyer diversification. * BHP aims to increase copper production by 40% by 2035 with new greenfield projects and expansion plans. * The company anticipates global copper demand to grow by 70% by 2050, competing with Rio Tinto and Anglo American in copper expansion. * BHP entered an agreement to deliver silver to Wheaton Precious Metals for $6.1 billion, utilising its Antamina mine stake, part of a strategy to sell non-core assets.
493. https://kalkinemedia.com/au/news/market-updates/why-this-asx-copper-developer-just-surged-over-45-after-major-funding-deal - * KGL Resources Ltd (ASX:KGL) experienced a sharp rise following the announcement of a substantial funding package for its Jervois copper project in the Northern Territory. * The funding agreement includes upfront and milestone-based payments supported by Wheaton Precious Metals, marking its entry into an Australian streaming transaction. * The deal reduces funding uncertainty, enhances market confidence, and supports project progression towards construction and production. * The Jervois project is a copper and gold development asset with permits in place, and is linked to the growing demand for copper in energy transition infrastructure. * The surge reflects broader momentum in the Australian mining sector, particularly for development-stage resource companies involved in critical minerals.
494. https://skillings.net/kamoa-kakula-copper-shock-production-guidance-cut-and-2026-outlook/ - * Ivanhoe Mines reduced production guidance for Kamoa-Kakula copper mine after seismic tremors and underground flooding. * The seismic activity occurred between May 18 and May 20, 2025, leading to an operational suspension and flooding in the eastern part of the mine. * The 2026 guidance has been lowered from approximately 600,000 tonnes to a target of 380,000–420,000 tonnes. * The disruption shifts the focus from rapid growth to stability, with an emphasis on dewatering and geotechnical stabilization. * The outage impacts global copper supply, increasing pressure in the context of anticipated deficits in 2026.
495. https://www.worldconstructiontoday.com/news/salzgitter-initiative-construction-to-boost-german-market/ - ['* Salzgitter AG introduces Initiative Construction to consolidate capabilities in the German construction sector.', "* The move aligns with Germany's national infrastructure package and aims to support large-scale projects.", '* The company offers a full product and service portfolio, including steel, tubes, and technical advice, with a focus on sustainability.', '* The initiative promotes low-CO2 steel and supports resource-efficient construction through the SALCOS® program.']
496. https://skillings.net/why-everyone-is-talking-about-the-2026-copper-deficit-and-why-you-should-too/ - * The global copper market faces a projected shortfall of up to 800,000 tonnes by 2026 due to inelastic demand from AI data centres, EVs, and grid modernisation. * Supply constraints are driven by declining ore quality, long lead times, water scarcity in key regions, and limited new investment. * Industry efforts through M&A are insufficient; long-term pipeline development and technological enhancements are the focus. * Copper prices are forecasted to average about £12,075/mt in 2026, with market volatility expected from supply disruptions. * The situation signifies a critical inflection point impacting energy transition, decarbonisation, and industrial strategy.
497. https://electrek.co/2026/04/01/ferc-renewables-made-up-88-of-new-us-power-generating-capacity-in-2025/ - * Solar contributed over 72% of US electrical capacity added in 2025, with wind at 16% and other renewables making up the rest. * Solar had been the leading source of new capacity for 28 consecutive months, with installed utility-scale capacity surpassing wind, hydropower, and nuclear. * In December 2025, solar composed 83.2% of new capacity added; over the year, 26,556 MW of utility-scale solar capacity was added. * Total utility-scale solar capacity increased from 91.82 GW to 164.53 GW in 2025. * Wind added 5,763 MW in 2025, surpassing natural gas for capacity increases. * Renewables (wind and solar) made up 88.4% of new capacity in 2025; wind and solar total about 24.1% of US capacity. * FERC forecasts that solar will be the second-largest source of US generating capacity by 2029, with significant growth projections for renewables over the next three years. * Fossil fuel capacity like coal is expected to contract substantially, while renewables and nuclear will expand modestly.
498. http://www.ecns.cn/china/2026-04-02/detail-ihfcexut9135804.shtml - * Premier Li Qiang advocates for implementing a new energy security strategy and accelerating the construction of a new-type power grid in China. * The trip included inspections of renewable energy enterprises and projects in Sichuan province. * China aims to increase the proportion of clean energy, develop smart grids, and expand green electricity use. * The government plans to formulate an energy sector outline and promote technological innovations in photovoltaic, hydropower, and energy storage. * Li emphasised the significance of building a reliable, green, and resilient power system for energy security and sustainable development.
499. https://www.df.cl/empresas/energia/enel-green-power-inicia-construccion-de-proyecto-de-baterias-en-planta - * Enel Chile inició la construcción del sistema de almacenamiento de energía en baterías “Azabache BESS” en la Región de Antofagasta. * La instalación tiene una potencia de 94 MW y capacidad de 372 MWh, integrándose a una planta híbrida con solar y eólica. * La central híbrida combina tres tecnologías: solar, eólica y almacenamiento. * La inversión total es de US$ 90 millones, con 36 MW en la Central Eólica Valle de los Vientos y 58 MW en la Central Fotovoltaica Azabache. * La iniciativa busca fortalecer la integración de energías renovables y promover la descarbonización en Chile.
500. https://www.jdsupra.com/legalnews/doj-dhs-announce-joint-tariff-fraud-8672224/ - * The US Department of Justice and Homeland Security announced a new cross-agency trade fraud task force focused on tariffs and customs duties. * The initiative encourages whistleblowers to report customs fraud, including false origin designations, underpayment, nonpayment, and violations of anti-dumping duties. * Whistleblowers can seek financial rewards under various programs, including the DOJ Criminal Division’s reward programme and the False Claims Act. * The task force aims to combat trade fraud that jeopardises economic and national security interests. * Enforcement actions include civil and criminal proceedings targeting tariff evasion and related violations.