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Europe, Crackdown On Chinese Hybrid Cars: 350,000-Vehicle Cap And Lithium Price Collapse
The European Union is preparing a new trade barrier on hybrid car imports, while the repercussions of the news are already reaching the market for battery raw materials. The plan, which emerged on October 11, 2026, provides for a quota of 350,000 vehicles from China...
South African Ferrochrome, Energy Relief Is Not Enough: Logistics, Investment And China Hold Back Recovery
The electricity tariff cut to 62 South African cents per kilowatt-hour provides tangible support to South African ferrochrome producers, but does not erase the difficulties that have reduced the competitiveness of the domestic industry. Logistics, access to capital...
Zinc, Treatment Charges Fall Further In China: Competition For Concentrates And Supply Risks
The international zinc concentrate market remains under pressure. As of October 9, 2026, treatment charges for shipments to China remain deeply negative, while traders intensify competition to secure South American material. El Niño-related weather threats, port...
Rare Earths, Brazil Targets Oxide Separation: Lynas Considers A Potential Record-Scale Industrial Hub Outside China
Brazil is attempting to move from the availability of mineral resources to the production of high-value strategic materials. Lynas Rare Earths’ proposal to build an oxide separation plant in Minas Gerais could change the country’s role in the global rare earth supply...