How to review a country’s minerals strategy from a standing start, in a week…

A journalist recently contacted me to ask whether Europe would have enough lithium to power the EV revolution.

The EU has set targets for local production of critical and strategic metals and minerals…

Back in December, Rio Tinto announced it was ‘reluctantly’ seeking acquisition opportunities (check out the Financial TImes 15 December 2022). It wants to buy critical minerals assets such as nickel and lithium. But it’s not exactly a strategy…

The Australian Financial Review today wrote about this plan to build a battery gigafactory in Tomago.

An interesting take on Australia's comparative advantage. I would have thought (in fact we analysed this a couple of years ago in terms of the economics) that Australia is very well positioned to produce CAM, or at least pCAM, for nickel-rich lithium ion batteries…

In the new world, where your resource is, with whom you’ve partnered, and who has significant control over it are potentially as or more important as its inherent quality…