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US-Canada Auto Tariffs, The USMCA Cushions The Blow But The Supply Chain Remains Exposed
The 50% tariff on Canadian automotive imports proposed by US President Donald Trump, with entry into force indicated for January 1, 2027, could profoundly modify North American production flows. In the short term, however, the impact should be mitigated by the...
China Lithium: Sharp Price Reversal Amid Speculation And Fears Of New Supply
Chinese lithium carbonate prices recorded a sharp correction on Tuesday, August 25, completely erasing the increase from the previous session and also falling below the midpoint of Friday’s assessment. The movement was driven primarily by strong futures volatility,...
Graphite: Evion Signs First Binding Offtake For The Maniry Project
Evion Group has signed the first binding sales agreement in the history of the Maniry graphite project in Madagascar, securing a buyer for at least 10,000 tonnes per year of natural flake graphite concentrate. The contract will cover an initial five-year period from...
US Critical Minerals: Pentagon Seeks Projects For Indium, Magnesium, Titanium And Manganese
The US Industrial Base Policy has launched a request for proposals to develop and secure domestic supply chains for indium, magnesium, titanium and manganese. The initiative, announced Friday, August 21, aims to fill vulnerabilities considered relevant to national...