Global SWF’s Post

📍Barrick announced on Dec 18th, that it has filed a request for arbitration to the International Centre for the Settlement of Investment Disputes (ICSID) over the situation involving its mining operations in Mali.
📍Monday, Barrick said that Mali was blocking it from shipping gold out of the country and that Barrick may have to halt production. 
🔗Mali’s military junta, which seized power in a 2021 coup, has been applying pressure on foreign companies to obtain a bigger share of $. Mali junta forged close links to Moscow, recruiting an estimated 1,000 Russian soldiers🔗 🛡️Barrick, in this situation, stands firm for bussiness fairness against Mali’s military junta actions 🇨🇦. Probably, the Canadian government will strongly support Barrick. Because, if not, other Canadian miners are at risk to encounter a similar situation in Mali, Niger or Burkina Faso. What is your opinion❓

How to stop Russia’s blood gold system : "The Blood Gold Report" recommends a suite of measures which, if taken collectively, can significantly hamper #Wagner and Russia’s Blood Gold operations, and deliver a major financial blow to the Kremlin, to the benefit of African security and the defense of Ukraine. These measures include: * WIDEN sanctions to automatically target any party that employs Wagner’s security services, ensuring fitting punishment for Wagner’s benefactors. * INTRODUCE stringent supply chain controls to prevent blood gold infiltration. * DEMAND real responsibility from international mining companies that do business with regimes and faction. Read The Blood GoldReport: https://lnkd.in/ddttadwJ

Why are AGOA countries vital for strategic defense critical minerals like niobium, tantalum, and vanadium? 💣 Explore our second AGOA critical minerals data series for the answer: https://lnkd.in/eRE3C6xQ Key highlights: 🌍 Exports of niobium, tantalum, and vanadium totaled $629 million in 2023 from AGOA countries. These critical minerals are used in defense applications such as military aircraft, submarines, missiles, and tanks. 🇺🇸 The U.S. is 100% net import reliant on imports for niobium and tantalum, and 58% reliant for vanadium. 🇨🇳 In 2023, China was the leading importer of these minerals from AGOA countries, with a significant increase in imports since 2021. 💣 Tantalum: AGOA countries produce over two-thirds of global output in 2023. Major AGOA producers include the DRC, Rwanda, Nigeria, and Mozambique. ✈ Vanadium: South Africa is a major producer outside China and Russia, contributing 9% of global production in 2023. ⛏ Niobium: Produced in the DRC, Mozambique, Rwanda, and Nigeria, though AGOA countries have a small global share, with more production planned. #AGOA #Africa #CriticalMinerals #USAfrica

The region also has the greatest hydrocarbon potential when the slowdown in hydrocarbon investment will play an important role in high oil prices in 3 or 4 years. In terms of energy security, the fact that large hydrocarbon reserves are close to North America and that there are no hostile straits or navies obstructing the flow to Europe allows the region to position itself as a key supplier in the event of a generalized war in the Middle East or a deterioration in relations between NATO and the Eurasian powers. https://lnkd.in/eVz5Z9Gp

"Clive Johnson, B2Gold CEO and president, said the deal is in line with the company’s strategy of investing early in discoveries with Tier one potential. B2Gold holds the feasibility-stage Goose project in Nunavut, as well as the Fekola mine complex in Mali, where last month it reached a new regulatory deal with Mali’s military government for the complex." #b2gold#antino#surinam#gold#foundersmetals https://lnkd.in/gi28vHj4.mining.com%2Fb2gold-backs-founders-metals-with-8-8-million-investment-for-drilling-at-antino-in-suriname%2F&utm_campaign=aga&utm_source=agsadl1%2Cagsadl3%2Csh%2Fx%2Fgs%2Fm2%2F4

https://lnkd.in/ds25in6e Monitoring China’s Mineral Stockpiling and Understanding Its Military Implications Discerning when China is stockpiling – and why – is increasingly challenging given China’s increasing secrecy about mineral-related information.  By Gregory Wischer and Morgan Bazilian July 26, 2024Monitoring China’s Mineral Stockpiling and Understanding Its Military Implications Discerning when China is stockpiling – and why – is increasingly challenging given China’s increasing secrecy about mineral-related information.  By Gregory Wischer and Morgan Bazilian July 26, 2024

#TechnologyMetalsReport (05.31.2024): #Brazil Critical Minerals Masterclass and the Historic #USMilitary Funding for CDN Companies https://bit.ly/4aOotzz #TMR #RareEarths #Nickel #ElectricVehicles #CriticalMinerals

China's annnouncement of a ban on the export of several critical minerals to the US will hit companies producing automobiles and military equipment: but it could boost US mineral producers, if they can raise production quickly. #critmins #usa #china #supplychains #exportrestrictions #defence #automakers #antimony #gallium #germanium #geopolitics #greatpowercompetition #geopoliticalrisk https://lnkd.in/epJ9V_NS

Do you have any suppliers that think "conflict minerals" refers only to 3TGs from DRC that support rebel forces? They're still out there. "Conflict minerals" (regardless of what you might think of the SEC rule) is clearly defined as "Columbite-tantalite (coltan), cassiterite, gold, wolframite, or their derivatives, which are limited to tantalum, tin, and tungsten". All 3TGs are "conflict minerals". And by the way, "Peace and Security in Democratic Republic of the Congo Have Not Improved with SEC Disclosure Rule". Is anyone surprised? Read the latest GAO report at

America’s Shortage Of This Metal Keeps Trump Awake At Night Antimony: The critical metal reshaping global superpower dynamics. With China tightening exports and Military Metals Corp making strategic moves in the USA, Slovakia, and Canada, the stakes for U.S. defense and investors have never been higher. 🗞 Yahoo Finance: https://yhoo.it/3ZoeFu1 ( 🇨🇦 MILI | 🇺🇸 MILIF | 🇩🇪 QN90) #Antimony #CriticalMinerals #Mining #China #USA #Trump