US Strategic Metals’ Post

CRITICAL MINERALS Read our client alert about key considerations and challenges while negotiating sale and purchase contracts for critical minerals. Think market demand, volatile pricing, ESG considerations, stringent regulatory and legal frameworks and geopolitical risks.

How LPO Can Support All Stages of the Critical Minerals Supply Chain

Different types of interesting projects/activities that SCS is involved with.

The need to enhance the reliability of supply chains for everything from parts for manufacturing to critical minerals is finally garnering the attention it deserves, and there is no better way to ensure this reliability than having all the stops along the way situated right in your own backyard. While resource extraction has long been a forte of Canadian industry, an increasing number of companies are also now working to set up advanced domestic processing capacity, rather than simply shipping raw material overseas where other nations end up controlling the resource and keeping much of the value for themselves. EMP Metals Corp plans to be part of the solution for battery materials in North America. More at #Proactive #ProactiveInvestors #CSE #OTCQB #EMPS #EMPPF http://ow.ly/FzoT105kbBt

What does the NSW Critical Minerals and High-Tech Metals Strategy 2024-35 mean for your projects? Find out in this summary article by Peter Briggs and Tom Dougherty

We are committed to becoming a supplier of battery-grade nickel – a critical mineral in high demand both around the world and here in our own backyard. Australia’s Critical Minerals Strategy is a seven-year roadmap designed to leverage the nation’s exceptionally rich natural reserves to benefit our country. By 2030, the strategy aims to cement Australia’s position as a globally significant producer of critical minerals – a goal we are planning to be a major part of. Read more 👉 https://lnkd.in/gP5GRjm4 #criticalminerals #resources #cleanenergy #NiWest

Thinking about the #mineralsssecuritypartnership (MSP) this morning, and the question of how to measure its effectiveness, I'm struck by the idea that much of the legislative, financial and strategic mobilisation of Western mineral coalition has yet to get off the ground. Its really too soon to tell. Yet, the #MSP is the chief geo-strategic network of global relationships designed to secure and diversify critical mineral supply chains for its members. So what are its challenges so far? Are there frictions between members? And where do you balance rhetoric with reality? How effective are Memorandums of Understandings (MoU), such as between Japan Oil, Gas and Metals National Corporation (JOGMEC) and the DRC state-owned Gecamines S.A.? Or other bilateral MoUs between member states, such as the UK? It's too early to tell how effective these partnerships will be. Three years ago, there was no #MSP, not many critical mineral strategies (except in US and Aus), and China controlled the majority of these critical minerals supply chains. It still does. 👀 Time will tell whether, say, the Australian-based EcoGraf Limited (ASX:EGR, FSE:FMK, OTCQB:ECGFF) graphite project will prove effective, or the Chvaletice manganese project with the Canadian Euro Manganese Inc., Queensland Pacific Metals nickel processing project in Northern Australia for General Motors and LG Energy Solution and POSCO (*bearing in mind the slump in nickel right now); or the HyProMag Ltd rare earth magnet recycling project that uses Hydrogen Processing of Magnet Scrap (HPMS) technology, working with Mkango Resources Ltd. and the University of Birmingham. Certainly the game is changing, but has it changed much yet? As the #MSP matures, watch out for inevitable ESG bumps in the road, realignments in market share and ultimately a drop in consumer prices.. #geopolitics #criticalminerals #bedfordanalysis

BMAC is conducting an analysis of Canada's essential minerals processing capabilities with the goal of completing the battery value chain that is essential to the country of the United States net-zero future. The Battery Metals Association of Canada ( BMAC ) published a plan for Canada's battery value chain in 2022 with the goal of realizing the country net zero future. #BatteryandNextGenBatteriesTechnologies #Canada #lithium #Rareearths

Can existing expertise be leveraged to support critical minerals processing in Australia?   Read this feature article from AusIMM’s Industry Partner, Sedgman as they delve into the changing landscape of the Australian resources industry and the processing skills required to support desired growth in ‘clean energy metals and minerals’ exports going forward.   Read the article: https://lnkd.in/gu7S4wyu

Cobalt Blue is positioned to provide the first Australian-domiciled responses to the US Inflation Reduction Act (IRA) and the EU Critical Raw Minerals Act (CRMA). The proposed Cobalt-Nickel Refinery is a key building block for supplying responsibly sourced battery raw materials, empowering Allied Nations in the Energy Transition. Plans have recently been unveiled to build the Cobalt-Nickel Refinery in the Kwinana Industrial Area, south of Perth, Western Australia, with first production estimated by early 2026. The Premier of Western Australia, Roger Cook MLA, has provided a letter of support for the refinery, acknowledging its alignment with Western Australia's Battery and Critical Minerals Strategy and potential role in further solidifying the State's position as a national leader in battery material production.   The refinery aims to become a key supplier of responsibly sourced battery metals to meet soaring global demand for Electric Vehicles (EVs) and Energy Storage Systems (ESS). Its timely development aligns with the growing push for a secure Allied Nation supply chain as envisioned by the recently enacted IRA and CRMA. These ground-breaking legislations offer significant incentives for responsibly sourced materials, reshaping the global critical minerals landscape.   The future role of the Cobalt-Nickel Refinery is shown below, processing feedstock from domestic and international sources for export to global markets (primarily Japan, Europe, and North America). https://lnkd.in/gGRsngAC #cobalt #CobaltSupply #nickel #batterymetals  #batteries #gigafactory #criticalminerals #electricvehicles #lithiumionbatteries #criticalrawmaterials #CleanEnergyTransition #energytransition #mining #miningnews #Minerals #responsiblemining #esginvesting #asx #nometalsnotransition