Amena H. Saiyid’s Post

Global changes have raised an interest in critical minerals which are needed for navigating the shift towards clean energy. Although Malaysia once mined and exported tin, mining has become less important with industrialization. Malaysia therefore does not appear in the radar for critical minerals, more so when these are available but as yet unmined. With this new interest, should Malaysia move back to mining and exporting minerals, or should it move forward towards adding value to the the new minerals found and mined by shifting towards downstream activities? What are the challenges encountered in moving towards downstream activities? I explore one such challenge in the article below. #malaysia #minerals #esg https://lnkd.in/gFMaMmwj

🇦🇺 🇮🇩 NICKEL: "Nickel Industries attracts strong interest for its Indonesian supply" 🇨🇳 ⛏ 🔋 🚗 MELBOURNE : More than 25 global auto and battery makers have expressed interest in buying nickel from Australia-listed producer Nickel Industries' new Indonesian plant, CEO Justin Werner said on Tuesday, in the latest boost to Indonesia's nickel dominance. The company is offering 70,000-80,000 metric tons a year from its new high pressure acid leach (HPAL) plant in Sulawesi that is due to be finished in the second half of 2025. "We have had very good interest," Werner told Reuters. "We are not in a rush to make a decision." Indonesia has emerged as a supply powerhouse on the back of..... 👉 Article: https://lnkd.in/dBgjxrZQ 🎯 TA RawMaterials: https://lnkd.in/d_Np2KpZ (funded by Krixos & the EU) #australia #indonesia #criticalminerals #batteries #nickel #renewables #mining #evs #china #electricvehicles #bhp #fortescue

LX International’s First Nickel Acquisition   LX International has expanded its resources business finalising its first nickel acquisition, securing 60%, management rights and offtake in the Adhi Kartiko Pratama mine on Sulawesi Island.   LX International is planning to continuously secure resource assets and is shifting the focus of its resources business from coal to key secondary battery minerals.   Nickel-rich Indonesia is yet to secure a critical mineral agreement with the US to enjoy tax credits under the US IRA act. https://lnkd.in/gF2c74DD #criticalminerals #automotive #investments #batteryminerals #anode #cathode #batteryminerals #southkorea #growth #innovation #energy #newenergy #Australia #Korea #AusKoreaEnergy #investing #mining #geology #exploration #metals #mineralexploration #commodities #mining #exploration #greenenergy #energytransition  #strategicpartnership #strategy #supplychains #nickel #indonesia

𝐓𝐡𝐞 𝐒𝐜𝐫𝐚𝐦𝐛𝐥𝐞 𝐟𝐨𝐫 𝐂𝐨𝐦𝐦𝐨𝐝𝐢𝐭𝐲 𝐒𝐮𝐩𝐞𝐫𝐩𝐨��𝐞𝐫! Countries that produce the metals central to the energy transition want to rewrite the rules of mineral extraction. The new energy order is in making, an interesting take on how the shift to renewables is transforming the economics and geopolitics of energy. In critical minerals, China dominates refining, while mining is led by Indonesia, Chile and the DRC. Just in the past 12 months, Zimbabwe and Namibia banned exports of raw lithium; Chile increased state control over lithium mining; while Indonesia added export controls on bauxite (a key ingredient in aluminum) to its pre-existing ban on exports of raw nickel ore. As the energy transition starts to recast the systems of power and wealth that dominated the 20th century, the new battery metals producers are just getting started. #geoeconomics #geopolitics #energytransition #minerals #renewables #africa #lithiumionbattery #rareearths #china #emobility #sustainability #climatechange

🇨🇳 🇦🇺 🇮🇩 Xiang Guangda: "Chinese Nickel Billionaire Boosts Australian Miner in Indonesia" ⛏ (Bloomberg) -- A little-known Australian company is becoming the Western face of a Chinese nickel behemoth. In under a decade, Nickel Industries Ltd. has gone from a relatively small miner to..... 👉 Bloomberg article: https://lnkd.in/ee6wKbkU 🌍 TA RawMaterials: https://lnkd.in/d_Np2KpZ (supported by EIT RawMaterials, funded by Krixos & the EU) #nickel #china #criticalminerals #indonesia #batteries #steel #renewables #mining #evs #electricvehicles

Japan ready to pump N$28bn into Namibian mining The Japanese government stands ready to inject US$1.5 billion (about N$28 billion) in mining activities in Namibia, the country’s trade and industry minister Yasutoshi Nishimura said yesterday. Namibia and Japan signed several bilateral agreements at State House this week, strengthening investments and trade between the two countries - including an agreement that would allow the Japanese to undertake a survey of Namibia’s rare earth metals. The minister met and signed agreements with mines minister Tom Alweendo, trade minister Lucia Iipumbu and National Planning Commission director-general Obeth Mbuipaha Kandjoze. “Our interest is to make sure that we make use of this and industrialise this economy and not continue to export them in raw form, but to use them to be able to manufacture and then sell to international markets,” Alweendo said. He added that when it comes to the green hydrogen strategy Namibia has now, Japan is a key global partner that can make the Namibian strategy even better. At the same occasion, HYPHEN Hydrogen Energy signed a memorandum of understanding with ITOCHU Corporation to explore areas for potential collaboration between the two companies to drive sub-Saharan Africa’s largest - and only - fully vertically-integrated green hydrogen project. Hyphen and Itochu, one of Japan’s largest general trading and investment companies, will now enter into talks on areas of potential collaboration on this landmark project. Read the full report here: https://q.my.na/GT0Q #namibia #japan #mining #agreements #greenenergy #greenhydrogen #rareearthminerals

A good read includes the excellent IOM3 report on Skills.

The July issue of our newsletter is here, and it has been a transformative month for the Critical Minerals Association (UK), its members, and the critical minerals industry!  Read the newsletter here: https://bit.ly/43Kz3UY We are delighted to announce the launch of the Critical Minerals International Alliance (CMIA), which will bring CMA (UK) together with its sister associations, Critical Minerals Association Australia and Critical Minerals Association USA, to drive greater collaboration on issues which require multilateral approaches. July has also witnessed long-awaited developments for the UK critical minerals industry, such the recent green light given to Green Lithium to build the UK’s first large-scale lithium refinery in Teesside, as well as Tata Group’s $4 billion investment into the construction of a gigafactory here in the UK.  Our newsletter gives summaries and snippets of this month’s political and industry developments, past and upcoming events, and a news round-up section on critical minerals cobalt, copper, graphite, lithium, nickel, manganese, rare earth elements, tin, tungsten, and vanadium. Read on for highlights of July news and much more: -> APPG for Critical Minerals: Roundtable on UK EITI (Extractive Industries Transparency Initiative)  -> EU & US Open Negotiations for Critical Minerals Agreement  -> Rio Tinto Buys 15% Stake in Sovereign Metals  -> China Imposes Export Restrictions on Gallium & Germanium   -> Canada to Speed Up Permits for Critical Minerals Projects  -> IOM3 (Institute of Materials, Minerals & Mining) Publishes Report on UK Critical Minerals Skills Gap  -> International Energy Agency (IEA) Publishes its First Annual Critical Minerals Market Review   This month's newsletter has been put together by Eileen Maes, CMA (UK) & Lily Dickson

CRITICAL MINERALS: Chalice questions critical minerals tie-up with Indonesia Brad Thompson has just penned an interesting piece in The Australian Financial Review from Kal, courtesy of Diggers. "The Tim Goyder-backed Chalice Mining Limited was surprised by the Albanese government’s move to work with Indonesia on critical minerals supply chains given the South-East Asia nation competes with Australian nickel producers and has an inferior record of environmental oversight." "Chalice boss Alex Dorsch said the environmental issues in Indonesian nickel were known to the battery minerals supply chain, including carmakers and their customers." MY TAKE: - The views/concerns expressed by Alex Dorsch in the full article, seem reasonable. It obviously makes sense for downstream customers to partner with upstream producers, to manage certain supply chain risks . . . normally. - However, in Australia's case, as an upstream producer, we are partnering with another upstream producer, in Indonesia, which by some accounts, will soon produce more than half of global nickel, and would ordinarily be considered a competitor. - And yet, there is an aspiration for Australian critical minerals producers to go downstream. . . . not sure what the rationale is. 🤔 Does anyone have a different take on this? Or understand the rationale? Is the thinking that Australia can assist Indonesia become more sustainable? #critical #minerals #nickel #environment #sustainability #esg #supplychain #australia #indonesia