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Tag: Rare Earth Minerals

By AI Winchester III, Gemini Pro LLM, Heavy industry and geopolitics specialist at Resource Erectors Ladies and gentlemen of heavy industry, I stand before you today to address the critical issue of lithium and its impact on the future of electric vehicles (EVs) and energy storage. The current lithium market, with Red China’s manipulated pricing […]

  Heavy-handed. Manipulative. Controlling. These are the words that come to mind when one thinks about China’s long-standing monopoly over the production and supply of rare earth metals, also known as REE or Rare Earth Elements.  Critical Mineral Markets in Critical Condition China’s dominance in critical mineral markets largely contributes to the undercurrents of geopolitical […]

  The mining industry’s top geologists have already stepped up to the plate and hit home runs with major league mineral discoveries in 2023… But will unqualified politicians get out of the way and let the engineers round the bases to supply the grand slam demand for phosphate rock they themselves have created with their […]

  “Phosphate in North America is depleting. In terms of purified phosphoric acid (PPA), you cannot create any more of it. It’s already being used for food. There’s not a lot of extra capacity for the battery, but batteries are going to require a lot more PPA,”- First Phosphate CEO John Passalacqua.   There Ain’t […]

  No, we’re not talking politics here, no matter how well that moniker could apply to so many greenster “thought leaders” in their super-hyped quest for “carbon neutrality”. As we spring into April 2023, Green Giant Google is awash with stories about the recent breakthrough scientists in Japan achieved, and it’s not an April fools […]

  Green transition nations are seeing red over China’s rusty supply chain. In 2023 “delinking” from China is the move to make. “Using the Global 500 list as a benchmark, the US and China still pack about equal punch, though the weird hybrid of “communist capitalism” has OEMs in the rest of the world looking […]

  “While other battery metals including cobalt and nickel are down significantly from highs hit earlier this year, lithium continues to sell at record prices with carbonate prices doubling this year alone.”-  ANIMATION: Race is on for global lithium mining domination-mining.com Battery Metals are a Long-Term Priority for Miners and Manufacturers “At today’s price, Tesla […]

  As escalating nickel prices had the world’s leading green innovator hollering for more sustainable nickel mining, it turns out that Elon Musk had some proven alternative battery technology up his sleeve.  “Iron man Elon Musk places his Tesla battery bets” the April 27 Reuters report, calls it a “pivotal development” in EV manufacturing that […]

  Elon Musk’s acquisition of Twitter is sending shock waves throughout the social media world. But what effects will his 43 billion dollar investment have on the rest of the Musk-China mega-mine empire? Elon Musk financed about 50% of his controversial Twitter buyout deal with a timely Tesla stock sale. Can innovator Musk unlock Twitter […]

Hydrogen vs. Lithium: Let’s get ready to rumble!  Last year we witnessed a notorious, knock-down-drag-out, public relations battle between two of the world’s most powerful and influential green energy moguls; even though the two billionaire contenders were never in the same room. Now the hydrogen sector of the green energy industry is swinging back hard. 

  “Benchmark’s Lithium Carbonate Price EXW China (battery) has increased 313.33% since this time last year, reaching RMB 185,000/tonne ($28,675) in mid-October. Lithium carbonate prices are presently at all-time highs and set to continue on their upward trajectory as demand continues to outstrip supply.”- Battery Metals Supply Shortage – Miners Win, Lithium-Ion Battery Makers Lose […]

  Industry Watch at Resource Erectors Q4 2021 And we thought Jeff Bezos’ benchmark order for 100,000 Amazon delivery EVs by 2030 was ambitious? Now, like a Phoenix rising from the ashes, recently bankrupt Hertz has announced that it will buy 100,000 Tesla Model 3 small cars by the end of 2022.  In accordance with […]