Syrian leader al-Sharaa may propose Ukraine-style mineral deal to Trump – by Kateryna Danishevska (News Ukraine – May 13, 2025)

https://newsukraine.rbc.ua/

Syrian leader Ahmed al-Sharaa may offer Washington access to the country’s oil and gas fields, inspired by the recent mineral deal between Ukraine and the United States, according to Reuters and The Times. According to Western media, the Syrian leader may also propose building a Trump Tower in Damascus in honor of the US president.

Additionally, al-Sharaa’s strategic plan reportedly includes efforts to ease tensions with Israel. Several sources familiar with the matter told Reuters that these proposals are part of the Syrian leader’s broader attempt to secure a face-to-face meeting with US President Donald Trump during his upcoming trip to the Middle East.

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A gallium lens on China’s minerals dominance and how to break it – by Andy Home (Reuters- May 12, 2025)

https://www.reuters.com/

The price of gallium has been rising ever since China started restricting exports of the exotic metal in August 2023. This is not surprising since China has a near monopoly on global gallium production, just as it does across the critical materials spectrum.

How much should we care that the price of something most people have never heard of is trading at 14-year highs? After all, global production last year was just 760 metric tons, according to the United States Geological Survey (USGS). Even at today’s elevated prices the world market’s nominal value is a modest $550 million.

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US set to fast-track Utah uranium mining permit in push for domestic energy supply – by Neetika Walter (MSN.com – May 12, 2025)

https://www.msn.com/

Even as the U.S. and China slashed tariffs amid a 90-day trade truce, critical minerals were conspicuously missing from the deal — a silence that reflects their growing strategic weight. With China tightening its grip on rare earth exports, the U.S. is doubling down on efforts to secure domestic supplies of materials vital to clean energy, defense, and tech manufacturing.

As part of this push, the Trump administration announced on Monday that it will be fast-tracking environmental permitting for Anfield Energy’s proposed Velvet-Wood uranium mine project, slashing the review timeline to just 14 days.

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Mercury fuels gold mining in Senegal. And it’s poisoning the people who use it – by Annika Hammerschlag (Seatle Times/Associated Press – May 12, 2025)

https://www.seattletimes.com/

KEDOUGOU, Senegal (AP) — The quickest way to separate gold from rock, Sadio Camara says, is with a drop of mercury. She empties a dime-sized packet of the silvery liquid into a plastic bucket of muddy sediment outside her home in southeastern Senegal. With bare hands and no mask, she swirls the mixture as her children look on.

“I know mercury isn’t good for your health — that’s why I don’t drink the water it comes into contact with,” she said. “I only process small amounts of gold, so there’s no danger.” But even small-scale exposure can carry serious risks. Across West Africa, mercury — a potent neurotoxin — remains the dominant method for extracting gold from ore in the region’s booming informal mining sector, much of it illegal and unregulated.

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Northern Myanmar Poses a Challenge to China’s Critical Minerals Strategy – by Wai Yan Phyo Naing and Lin Sae-phoo (The Diplomat – May 9, 2025)

https://thediplomat.com/

Myanmar is China’s top source of raw rare earth elements. As conflict threatens that supply chain, Beijing is moving more directly to intervene in Myanmar’s civil war.

Amid the ongoing conflicts between Myanmar’s military junta and various ethnic armed groups, two recent meetings – one between representatives of the Kachin Independence Army and Chinese officials, and the other between the Myanmar junta and the Myanmar National Democratic Alliance Army (MNDAA) – have taken place in Yunnan, China, which borders northern Myanmar.

China, acting not only as a mediator but also as a stakeholder, has been actively involved in the conflict developments in the northern and northeastern parts of Myanmar.

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Pakistan: Global Backing For Reko Diq – OpEd – by Dr. Sahibzada Muhammad Usman (Eurasia Review – May 9, 2025)

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The signing of the long awaited $6.4 billion Reko Diq mining agreement is now expected to take place next month. This is regarded as one of the most important projects of Pakistan. Final multi-lateral financing arrangements are nearing completion, with arrangements now in place for financing via the UK and US Export Import (EXIM) Banks, the World Bank and Asian Development Bank (ADB), all of whom have commitments as part of the agreement between all the major international stakeholders.

One of the largest undeveloped copper and gold deposits in the world is Reko Diq, which lies in Pakistan’s mineral rich Balochistan province. Once operational, it should have an annual output of over 200,000 tons of copper and 250,000 ounces of gold for 40 years.

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Bezos-Backed Firm Signs Deal to Advance Congo Lithium Mine – by Michael J. Kavanagh, James Attwood and William Clowes (Bloomberg News – May 7, 2025)

https://www.bloomberg.com/

KoBold Metals Co. has reached a preliminary agreement to move forward with the development of one of the world’s biggest hard rock lithium deposits in the Democratic Republic of Congo.

(Bloomberg) — KoBold Metals Co. has reached a preliminary agreement to move forward with the development of one of the world’s biggest hard rock lithium deposits in the Democratic Republic of Congo.

The firm, backed by billionaires Bill Gates and Jeff Bezos, reached a framework agreement with Australia’s AVZ Minerals Ltd. to buy the latter’s stake in project on the Manono deposit, according to a letter signed by KoBold Chief Executive Officer Kurt House and his AVZ counterpart Nigel Ferguson.

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Digging to zero? Inside the race to decarbonise mining – by Ben Payton (Reuters – May 7, 2025)

https://www.reuters.com/

The resources needed to decarbonise the world economy lie buried beneath the Earth. There is no alternative to digging them out if the energy transition is to take place. Without mining, there will be no silicon for solar panels, no steel for wind turbines, no lithium, cobalt or nickel for electric vehicles.

However mining itself accounts for 4-7% of global emissions. While an estimated 75-85% of the sector’s emissions come from methane released from coal mines, this problem is expected to abate over the next 25 years as the world gets on course for net-zero.

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How the United States Lost the Rare Earth Materials War to China – by David S. Abraham (The New Republic – May 5, 2025)

https://newrepublic.com/

Chinese dominance in this critical sector of the economy did not happen by accident—it was a policy choice.

Last month, in response to President Donald Trump’s tariff regime, China imposed new export controls on rare earth materials and magnets. Officially, these aren’t bans—but practically, shipments have stopped. This is no small issue: America’s tech leadership, military readiness, and clean energy ambitions all rely on rare earths.

This latest disruption exposes a strategic vulnerability—one that we, not China, created through years of strategic neglect. Without immediate action to rebuild our industrial base, spur innovation, and train a skilled workforce, we will lose our economic and military advantage.

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Uranium crunch: the race to fuel the West’s nuclear energy revival – by Heidi Vella (Mining Technology – May 6, 2025)

https://www.mining-technology.com/

Amid Russian sanctions and China’s foothold over current uranium supply, how will the West secure the reserves it requires?

The devastating accident at the Fukushima nuclear plant in Japan in March 2011 triggered a global reassessment of nuclear power, radically reshaping and diminishing the industry, with reactors shut down and national bans brought in.

Yet, in what could be seen as an extreme volte-face, investment in the industry for the first time in many years is climbing. Driven in large part by decarbonisation targets meeting the reality of rising energy demand amid slow renewable energy roll out, the World Nuclear Association (WNA), perhaps unsurprisingly, is touting nuclear as the solution to securing future carbon-free electricity – but this time it is backed by financiers, countries and major companies such as Meta, Google and Amazon.

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WDC Appeals to US Govt to Exempt Diamonds from Tariffs – by Leah Meirovich (Rapaport Maagazine – May 5, 2025)

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The World Diamond Council (WDC) is calling on the US government to provide a dispensation for the diamond industry when implementing tariffs, noting the levies would put more than 200,000 jobs at risk.

While the council — which represents the international natural-diamond value chain — acknowledged the government’s stance on fair and reciprocal trade, it emphasized that diamonds are not produced in the US but are “vital to the health of the American jewelry industry,” the WDC said Monday. It also pointed out they were an essential contributor to the national economy.

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13 Workers Found Killed at Gold Mine in Peru – by Mitra Taj (New York Times – May 5, 2025)

https://www.nytimes.com/

The men were killed in a region that has seen growing conflict over access to ore in recent years. The mine has also been a hotbed of illegal gold mining.

The bodies of 13 gold miners were found in an underground shaft at a site operated by Peru’s largest gold-mining company, President Dina Boluarte said on Monday, in a region that has seen growing conflict over access to ore in recent years.

As the price of gold has climbed to record highs, small-scale mining has expanded in Peru, while the mining concessions of the Peruvian company, La Poderosa, in Pataz Province in the northern part of the country, have become a hotbed of illegal gold mining and the site of deadly clashes.

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Australian miners see opportunities during US and China trade war chaos – by David Claughton (Australian Broadcasting Corporation – May 5, 2025)

https://www.abc.net.au/news/rural/

Australian mining companies are walking a tightrope between China, the nation’s biggest market for our resources, and the United States, our greatest ally. The trade war between them could open up some big opportunities but there is also a risk that Australian companies could get caught in the crossfire.

China has banned exports of some rare earths and critical minerals to the US, a move that threatens high-tech industries there. In August, the Chinese government embargoed the supply of gallium to the US. Gallium is a key component in thermometers, semiconductors, LED screens, smartphones, and Blu-ray technology.

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After Ukraine deal, US turns its critical minerals gaze to Africa – by Andy Home (Reuters – May 6, 2025)

https://www.reuters.com/

LONDON, – Away from the headlines around the minerals deal with Ukraine, the United States has pursued a potentially even more significant critical metals deal in the Great Lakes region of Africa.

The government of the Democratic Republic of Congo reached out to the Donald Trump administration with a Ukrainian-style proposal in February in response to the rapid advance of the Rwandan-backed M23 rebel group in the east of the country.

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[Yellowknife, Northwest Territories] Deep in an Abandoned Gold Mine, a Toxic Legacy Lurks – by Vipal Monga (MSN.com – May 4, 2025)

https://www.msn.com/en-us/

YELLOWKNIFE, Northwest Territories—This small subarctic city has a big problem. There are 237,000 metric tons of arsenic trioxide locked in the subterranean caverns of Giant Mine on the edge of Yellowknife, an unwanted byproduct from what was once one of the largest gold mines in Canada’s Northwest Territories. Consider that it only takes 140 milligrams of arsenic trioxide to kill a person; there’s enough of the poison here to kill 1.7 trillion people.

The local indigenous people refer to the arsenic as a sleeping monster. Company and government officials hoped the arsenic would remain frozen underground forever. But mining operations and climate change caused the permafrost to melt, raising fears in the city of 20,000 people that toxic material could mix with the runoff and slither into the nearby waters of Great Slave Lake, the world’s 10th-largest freshwater body.

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