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China Lifts Restrictions on Rare Earths to India: A Step With Strong Global Repercussions
In a move that could reshape the balance of global supply chains and international relations, China has announced the lifting of restrictions on rare earth exports to India. The decision affects not only these strategic minerals, but also fertilizers and tunneling...
Silver Surges Above $40: New Highs Since 2011 Driven by US Rate Expectations
Spot silver prices surpassed $40 an ounce, reaching their highest levels since 2011, driven by growing expectations of interest rate cuts by the Federal Reserve. On Tuesday morning, prices rose $40.69/oz, while gold hit an all-time high of $3,500/oz, set in April. The...
CBAM: European Commission Launches Technical Consultations for the Final Phase
On August 28, the European Commission launched a series of public consultations on the final phase of the Carbon Border Adjustment Mechanism (CBAM), which will enter into force in January 2025. The initiative, while welcomed by many in the steel sector, comes late and...
The Global Bauxite Market: Growth, Challenges, and New Geopolitical Balances
Despite some fluctuations and fears of oversupply, the global bauxite market continues to grow steadily. This expansion is driven by increasingly robust demand for aluminum, driven by the automotive, aerospace, and renewable energy sectors. Today, approximately 60% of...