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Will vanadium supply pressure persist over the near term?
Molymet expands in the USA with the creation of Molymet Alloys
Korea Zinc doubles up on critical materials with gallium recovery circuit in Ulsan
A fragile truce: how could dual export controls reshape the global aerospace industry?
US and Australian governments to support gallium development with Alcoa
Turning policy into progress: monitoring critical mineral commitments
China’s molybdenum export controls place a spotlight on a strategic metal
Tin concentrate tightness persists as Man Maw stays shut
Indonesia’s shifting RKAB policy and implications for nickel supply
China’s anti-involution crackdown poses risk to lepidolite supply
China’s Q3 GDP growth of 4.8%: a slowing trend but still in line with Beijing’s objective
Tightening feedstock availability expected to support cobalt prices
Rethinking secondary aluminium flows in light of global structural demand
Copper e-scrap trends: from supplementary feed to strategic resource
China tightens export controls on battery materials and core equipment
China's Ministry of Commerce announces enhanced export controls on rare earths
Teck Resources lowers Quebrada Blanca copper production guidance
Project Blue Shares Insights on Secondary Copper Market at the ICSG Meeting
Global Advanced Metals to supply the US Defense Logistics Agency over the next five years
Chinese fluorspar capacity expands with new Ka’erqia’er mine
Agreement reached between US Department of Energy and Lithium Americas regarding loan
Alcoa to permanently close its alumina refinery in Western Australia
Vale boosts Onça Puma output with second furnace start-up
Accelerating US funding for antimony security 
Updated Preliminary Economic Assessment for the South Crofty project highlights attractive economics
Freeport-McMoRan declares force majeure at Grasberg mine
Ferroglobe suspends silicon metal production in Europe
Rio Tinto to supply scandium to the US National Defence Stockpile
Moroccan chemical manufacturer receives US$110M for its fluorine recovery project
Chinese government sets 180GW target for energy storage installations within two years
Neo Performance Materials opens Narva NdFeB magnet production facility
China responds to US Department of Commerce adding 23 more Chinese companies to its Entity List
DRC to replace cobalt export ban with quotas
China’s integrated circuit production reaches a historic high
Superior Graphite has entered into a strategic agreement with the energy giant, ExxonMobil
Lopal Technology’s journey of expansion behind the agreement with CATL
New graphite supply increases Tanzania’s market share
Aurubis signs a €200M loan with the European Investment Bank to finance copper expansions
US Li-ion recycling: recent developments under policy shifts and price swings
Anglo Teck: from takeover targets to market leaders
Portion of Weda Bay Nickel site reclaimed over forestry permit issue
Mercedes-AMG debuts quadruple-element lithium battery with revolutionary immersion cooling system
Anglo American and Teck Resources announce a merger of equals
CATL holds meeting to accelerate reopening of the Jianxiawo Lithium Mine
Talison Lithium moves towards environmental greenlight for Greenbushes mine expansion
Critical Materials, Critical Missions: Securing Supply Chains for Defence Readiness
ATI bolsters its aerospace titanium position with a new facility and OEM agreements
JS Link America announces construction of NdFeB magnet facility in Georgia, USA
US and EU germanium prices surge as material remains scarce
Glencore’s layoff plans threaten South Africa’s last stable vanadium operation
How will copper miners be affected by the DRC's cobalt export ban?
St. Lawrence fluorspar mine restart
China fluorspar updates: new mines and expansions
Korea Zinc and Lockheed Martin sign MoU for germanium supply and procurement
What’s behind the surge in tungsten prices?
Setbacks continue to plague lithium-ion battery cell pipeline
US government acquires 9.9% stake in Intel
What are the ripple effects of the DRC’s cobalt export ban?
EU-USA trade agreement follows new tariffs on over 400 aluminium and steel products
Mozal Aluminium to potentially shut down in 2026
Fluorspar search at REE project in Mozambique
Kenyan fluorspar processing plant to be refurbished
CATL expands into battery refurbishment business
Digging into copper costs: Concentrate vs SX-EW and the road ahead
Copper margins: a decade in review
Lyten acquires remaining Northvolt assets in Sweden and Germany
NextSource & Mitsubishi sign an offtake agreement for coated spherical purified graphite
Do the EU’s antidumping tariffs on Chinese fused alumina imports hinder more than help the domestic sector?
CATL halts lithium mineral production at Jianxiawo lepidolite mine
SAIC launches its first LMO semi-solid-state battery
Alcoa and Japan Australia Gallium Associates enter joint development agreement for gallium production
Japan and Australia deepen strategic ties with fluorspar MoU
New energy demand for vanadium is growing, but South African supply is falling back
Export restrictions could reshape manganese market dynamics
Logistics pressures are reshaping chrome export patterns
A softer landing for copper tariffs
Tariffs still bite while orders build: The US–EU Deal’s Mixed Blessing for Aerospace
EQ Resources mid-year capital raising spree
Glencore to close Mt Isa copper mine and smelter
Guardian Metal Resources receives US Department of Defense funding
Samsung signs US$16.5Bn deal with Tesla for AI chips
Guinea’s push towards resource nationalisation and its impact on the bauxite market
USA imposes a 93.5% antidumping tariff on Chinese graphite imports
Hazer and EnergyPathways enter MoU to develop clean hydrogen and synthetic graphite plant
Zangge Lithium suspends mine production at Qinghai operation
China restricts export of battery cathode material and lithium extraction technologies
US aluminium tariffs: How quickly can the domestic market adapt?
Lifezone Metals releases Kabanga feasibility study technical report summary
China tightens control on gallium processing technology from Bayer liquor
Hindalco grows speciality alumina portfolio with AluChem acquisition
MP Materials announces recycled magnet supply agreement with Apple
The UK reintroduces EV purchase subsidies to boost adoption
China’s Q2 GDP growth: exceeding expectations, still relying on exports
Kazakhstan lifts gallium export duties
MP Materials and the US Department of Defence partner to expand the US rare earth and magnet industry
COMEX ignites: US tariff sparks record copper surge
China Molybdenum's IXM declares force majeure
EU reviews anti-dumping duties on ferrosilicon imports from Russia and China
South32 exits Cerro Matoso
Ferroniobium prices to reduce as Niobec strike comes to an end
US developer progresses country’s first alumina plant in over 50 years
Ferro-Alloy Resources progresses with vanadium project in Kazakhstan
Critical materials at centre of US-brokered peace deal in Central Africa
Secondary Copper Industries - World Ex-China
Eurasian Resources Group (ERG) to start gallium production in Q4 2026
China opens the door to “black gold” – Is a massive shift in global battery resources imminent?
Implications for critical materials following the 2025 NATO Summit
Electra launches early works programme to build Canadian cobalt refinery
DRC extends cobalt export ban by three months. What happens next?
Greenland Resources secures permit for EU-backed Malmbjerg molybdenum project
Vanadium Resources signs supply agreement to finance further development of South African project
Import reliance and the US fluorspar market
AESC starts battery production in France having paused construction of US plant
K+S Australia cancels Ashburton Salt project
Micron to increase investment in US Chip supply to US$200Bn
Kazakhstan to launch yet another ferrosilicon plant
Ivanhoe cuts 2025 output guidance and withdraws 2026 forecast as Kamoa-Kakula resumes partial operations
CATL cites quality enhancement stance amid ongoing price war
Sinomine suspends Namibia’s Tsumeb copper smelter amid concentrate shortage
Zimbabwe to implement ban on exports of lithium mineral concentrates in 2027
Where next for China's battery cathode materials industry - Part 3:
CIBF - The next three years for the battery industry
Magnesia’s criticality – has this industry workhorse been overlooked?
Where next for China's battery cathode materials industry - Part 2:
USA sees more semiconductor investments as GlobalFoundries ups its stake
Tariffs on steel and aluminium: doubling down
IRH acquires significant stake in Alphamin Resources
Glencore restructuring: paving the way for a merger?
Large new salt hub planned in Rote Ndao, Indonesia
Import reliance and the US fluorspar market
Gabon eyes manganese ore exports ban by 2029
US Battery Costs and the Importance of Tax Credits
Tungsten West reveals requirements for Hemerdon restart
Phosphate-fluorine project receives funding in Dazhou, China
Where next for China's battery cathode materials industry - Part 1:
Falcon Energy Materials and Fluoralpha enter strategic partnership to build a graphite anode plant
What next for the cobalt market?
Rio Tinto to jointly develop a lithium project in the Salar de Maricunga with CODELCO
EGA’s Guinea bauxite mining license under threat
Steel and aluminium industries react to US-UK metals agreement
EGA, RTX, and Tawazun Council agree to gallium exploration in the UAE
How will China’s new electricity policy reshape the future of the country’s vanadium redox flow battery market?
Shenghe tops up stake to acquire Peak Rare Earths and secure more ex-China feedstock
US-based Nathan Trotter secures Rwandan tin supply
HUMAIN establishes strategic partnership with AMD, expanding generative AI and data centre applications
MP Materials signs partnership with Ma'aden to strengthen rare earths supply chain in the Gulf
Due diligence of upstream opportunities
Exxaro acquires manganese asset portfolio in South Africa
Tariffs eased; jets cleared: a global reset for aerospace markets
Liontown Resources announces successful application to the WA Government’s Lithium Industry Support Program
Strategic Insights: Due Diligence for Upstream Opportunities
Finland’s first CAM plant is a major boost to Europe’s cathode dreams, but is its midstream resilience at risk long term?
Indonesia finalises nickel royalty hike, adding cost pressure to miners and smelters
Rio Tinto and Indium Corp extract primary gallium in Canada
Lake Resources aims to increase value of the Kachi project
Almonty Industries pens long-term deal to supply US defence sector
USA and Ukraine sign minerals deal
Glencore-Merafe suspends additional ferrochrome smelters in South Africa
US government grants fast-track status to Resolution copper project
USAC’s Madero antimony smelter in Mexico restarts
China posts strong Q1 GDP performance, while the next few quarters will be weaker
Tariffs, uncertainty, and strategic patience: key takeaways from Seoul battery supply chain discussions
Boeing caught up in USA–China tariff war
FQM invests in Prospect Resources to advance Zambia’s Mumbezhi copper project
China strategically lists HPQ ore as 174th mineral resource type
The Blue View of CESCO Santiago 2025
Aluminium to power French data centre?
Scania acquires Northvolt Systems’ Industrial Division to expand off-road electrification 
Lithium Argentina and Ganfeng Lithium execute letter of intent to advance 150ktpy LCE of projects in Argentina
Liontown Resources announces successful commencement of underground mining
Alphamin Resources announces phased mining resumption at Bisie
Australian developer, Tivan, expands upstream fluorite portfolio
China’s tariff on US copper scrap imports to impact the entire copper value chain
RUSAL posts 185% profit growth amid aluminium market volatility
Malaysian Smelting Corporation temporarily suspends smelting operations
Copper Concentrate TC/RC's Hit Record Lows
Intel shifts 3nm production to Ireland while TSMC prepares 1.4nm trial
Lithium Americas announces Final Investment Decision for Thacker Pass lithium project
Strategic Insights:The Importance of Critical Materials to the Defence Sector
President Trump’s 25% auto tariff sparks global trade concerns
PT Amman Mineral to begin copper cathode production by end March
Elementos partners with Atlantic Copper
Jiangsu Delong's Indonesian assets taken over by Chinese partners
Almonty Industries partners with American Defense International
South Africa’s ferrochrome industry: facing structural decline or adaptation?
Pensana secures US$268M funding for development of Longonjo rare earth project
Tronox announces plans to idle Dutch TiO2 pigment plant
BYD unveils 6-minute fast charging with 1,000kW peak power
EQ Resources pens long-term offtake agreements
Aluminium trade uncertainties unsettle the market
Carester secures €216M funding for rare earth recycling and refining hub
The Economics of By-Products
Panama allows First Quantum to export Cobre Panama’s stockpiled concentrate
Alphamin Resources temporarily suspends mining operations at Bisie
EU to ease emissions targets for new vehicles and provide financial support for sector
Indonesia proposes higher mining royalties amid fiscal pressures
Strategic Insights: The Economics of By-Products
China’s Tungsten Export Controls Implications
North American PVDF capacity poised for growth
TSMC to invest US$100Bn in US semiconductor fabs and packaging facilities
DRC Conflict and Supply Chain Disruption
St Piran’s Day and the future of tin mining in Cornwall
New US plans for antimony chemicals
Indonesia’s new foreign exchange and coal export policies: implications for the nickel industry
Scaling up: Anglo American and Codelco partner in US$5Bn copper agreement
China’s NPC stimulus measures: positive but potentially insufficient
Copper tariffs risk rises as US initiates trade investigation
What will be the impact of the DRC cobalt export ban?
Major Indonesian nickel smelter faces potential shutdown amid parent company bankruptcy
BYD announces new 60Ah solid-state battery for EVs
Ukraine's Current Critical Materials Landscape
Jessica Fung speaks to Sky News about a potential Ukraine-US critical minerals deal
Anglo American offloads nickel business
Xpeng launches first battery electric vehicle in the UK market to initiate a positive 2025 for Chinese OEMs
Freyr cancels US$2.6Bn Giga America battery project, pivots to solar
25% tariffs imposed on all US steel and aluminium imports: more trade tensions and inflation risks?
Glencore shuts down PASAR copper smelter in the Philippines
Can the Philippines replicate Indonesia’s nickel ore export ban success?
MP Materials commences trial production of NdFeB magnets in the USA
Chinese export restrictions may disrupt indium market
Trump’s tariffs – Potential impact on North America's copper market
China - Expanding embargoes and what could be next?
China’s economics in 2025 - beware the Wood Snake
Nornickel expects higher production in 2025
Hydro and Rio Tinto partner on aluminium carbon capture technologies
Keeping it cool with copper tube in Asia
M23 rebel advancement to impact tin and tantalum exports
Indonesia export ban: Grasberg’s Q4 decline offset by strong 2024 copper production
Salt mining concession signed in Oman
Trump Term Two – First Week in Review
GHCL 1.1Mtpy synthetic soda ash plant receives environmental clearance
New Chinese fluorspar supply in Xinjiang
ICL signs agreement with Dynanonic to produce LFP for the European battery market
Metlen Energy & Metals invests €295.5M to boost bauxite, alumina, and gallium output
Chile adjusts its medium-term copper forecast amid ongoing challenges
Aluminium price ticks up in anticipation of potential EU ban on Russian aluminium
China’s 2024 5% GDP growth: a surprisingly high number given an imbalanced economy
Lynas Rare Earths reports lower production amid challenging market conditions
Airbus’ aircraft deliveries reach new heights
Australian Mines up shoots its scandium resources at Flemington site
Copper prices drifting sideways, awaiting USA-China trade relations
Outokumpu upgrades chromium ore resource
China Molybdenum’s copper production aggravates cobalt oversupply
Indonesia locks in 2025 nickel ore mining quota
Copper mining on “the roof of the world” - Tibetan Plateau
China reduces import tariffs on recycled copper and aluminium
ICYMI: China considers export controls on lithium and battery technologies
China’s C919 aircraft pushing into Airbus and Boeing territory
ICYMI: Jervois Global taken private in rescue deal
ICYMI: KoBold Metals raises US$537M in equity
Primary vs secondary, the emerging copper market landscape?
China proposes new restrictions on exports of lithium processing and refining technologies
ICYMI: a review of key semiconductor developments in December
Antimony – the US responds to high prices
Phoenix Tailings gets backing for rare earths from Yamaha Motors and BMW
Honda and Nissan consider merger in response to a faltering EV sales share and growing China presence
PowerCo invests into North American Patriot Battery Metals to secure lithium
Indonesia aims halt salt imports
Chinese battery majors double down on domestic battery production in Europe
Is China about to shift from a monetary to a fiscal policy to revive its economy?
Syrah Resources’ production campaign at Balama delayed
Australian fluorite project awarded grant funding
Aurubis reveals improved financial performance and steady output for FY2023/24
Is Chile losing its dominance in copper mining?
CBMM and Echion open niobium battery anode plant in Brazil
Is CNMC’s acquisition of Mineração Taboca further evidence of China’s expansion in Latin America?
US tightens regulations for 140 semiconductor companies
How will the announcements from China impact graphite exports to the USA?
What will be the impact of gallium and germanium export bans to the USA?
Saudi Arabia’s copper supply set for boost with Vedanta’s US$2Bn investment
Alliance Nickel delivers DFS for Australian nickel-cobalt project
Steel production flat year-on-year in line with the subdued macro environment
US Magnesium to idle operations
Bushveld Minerals’ shares suspended amidst cashflow issues
Northvolt bankruptcy demonstrates technical and geopolitical challenges of core battery manufacturing
Sayona Mining and Piedmont Lithium enter into an all-stocks merger worth US$623M
House of Representatives passes the Critical Mineral Consistency Act
EQ Resources bolsters its tungsten position after penning deal to acquire ferrotungsten plant
Prony Resources restarts New Caledonian operation after shutdown
Chinese players have purchased record volumes of rhenium over the past couple of years.
GEM partners with Vale to build new HPAL plant in Indonesia
Political unrest in Mozambique shuts key chrome export route
Huayou seeks US$2.7Bn for Indonesian nickel plant
Georgian Manganese placed on care and maintenance
Trump presidency: the impact on critical material supply chains
Volvo Cars looks to buy out Northvolt’s share of jointly owned gigafactory in Sweden
Saudi Arabia to expand into Zambia’s copper industry with planned year-end acquisition
NextSource’s graphite enters the US and German markets
Surging alumina prices cause problems for aluminium producers
Cornish Metals secures second credit facility from Vision Blue Resources
How has Chinese demand for nickel pig iron influenced cost margins and market share of varying refined class products in recent history?
Lithium refineries show significant reductions in spodumene feedstock costs
Stellantis plans production cuts for combustion engine vehicle to comply with EU regulations
Eramet buys-out Tsingshan to take full ownership of Centenario lithium project
Nexans invests more than €90M (US$97M) in Continuus-Properzi copper rod line in France
Peru’s copper production declines year-on-year despite higher August production

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Opinion Piece | Wed Oct 22 2025

Will vanadium supply pressure persist over the near term?

The vanadium market is currently characterised by stagnant prices; according to Project Blue’s estimates, this is a direct result of a persistent market surplus.

News Article | Wed Oct 22 2025

Molymet expands in the USA with the creation of Molymet Alloys

Molymet has announced the creation of Molymet Alloys in the USA, marking its first industrial investment in the country (US$40M). The new subsidiary will enable the company to develop a line of higher-value products for the US market, a key hub for aerospace, defence, energy, medical and semiconductor industries.