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United States Mining

Column: US aluminum smelters vie with Big Tech for scarce power – by Andy Home (Reuters – May 22, 2025)

https://www.reuters.com/

It’s forty-five years since anyone built a primary aluminum smelter in the United States. When Alumax fired up the Mt Holly plant in South Carolina in 1980, the country’s tally of smelters rose to 33 with combined annual capacity of almost five million metric tons of aluminum.

Today that number has shrunk to six. Two are fully curtailed. Two, including Mt Holly, are running below capacity. Annual production has shrunk to 700,000 tons. Emirates Global Aluminium hopes to reverse the tide with a new plant in Oklahoma. It joins Century Aluminum, which was awarded federal funding by the Joe Biden administration for a new “green” low-carbon smelter somewhere in the Ohio/Mississippi River Basins.

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Friedland’s Ivanhoe Atlantic urges US to list iron ore as critical mineral – by Cecilia Jamasmie (Mining.com -May 21, 2025)

https://www.mining.com/

Mining billionaire Robert Friedland’s latest venture, Ivanhoe Atlantic, is reportedly lobbying the US government to add high-grade iron ore to the country’s list of critical minerals. The move aims to align with Washington’s broader push to secure materials essential for military manufacturing, as part of a national strategy to boost defence capabilities.

The company’s flagship project, Nimba in Guinea, is expected to churn out 2 to 5 million tonnes of high-grade iron ore late this year. Production is set to scale up to 25 million tonnes annually within seven years.

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Rare Earth Truce or Trap? China’s Grip Still Chokes Global Supply – by Sohrab Darabshaw (Metal Miner – May 22, 2025)

https://agmetalminer.com/

With the United States and China ratcheting down the tariff war (for 90 days at least), many expected that the export of rare earths and permanent magnets would soon return to pre-trade war conditions, as MetalMiner’s weekly newsletter weighed in on in the past. However, that does not seem to be happening on the ground. Now, alarm bells are going off as market insiders anticipate a major shortage in global rare earth supplies.

There is a bit of positive news: China has granted a few export licenses to some companies, including those that supply to European customers. According to a Reuters report, this includes a rare earth magnet producer that supplies automaker Volkswagen. Quoting unnamed sources, the report stated that export permits had been issued to a total of four magnet producers, the first since China curbed shipments back in April of this year.

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Opinion: The Global Hunger Games of commodities – by James Cooper (Northern Miner – May 20, 2025)

Global mining news

This article caught my attention last week: ‘Trump to approve land swap for Rio Tinto copper mine opposed by Native Americans.’

The brief: The Trump administration has said it would approve a land swap needed for Rio Tinto and BHP to build one of the world’s largest copper mines, despite concerns from Native Americans that it would destroy a site of religious value.

I get it, who wants a mine in their backyard? This was a key reason Biden stalled the development during his term in office. You can read the whole piece here.

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Why the US-Ukraine Minerals Deal Matters – by Kateryna Odarchenko and Serhii Kolisnyk (CEPA.org – May 16, 2025)

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The agreement to set up a US-Ukraine Reconstruction Investment Fund reinforces security, sovereignty and strategic supply chains.

The long-awaited investment plan agreed with the US on April 30 marks a pivotal step in Kyiv’s efforts to rebuild its war-torn economy, reduce reliance on legacy industries, and assert sovereignty over its natural wealth. It also reflects growing US interest in diversifying critical mineral supply chains away from China while sending a signal to Moscow about Washington’s strategic commitment to Ukraine.

The deal serves as a framework for strengthening and formalizing cooperation between Ukraine and the US, and represents a significant opportunity for Ukraine to attract investment, accelerate post-war reconstruction, and assert greater control over its economic future. While the agreement lays a strong foundation, further clarity is needed about the allocation of the fund’s resources, which will be addressed in detail in the forthcoming Limited Partnership (LP) agreement.

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US-led peace talks could boost Rwandan processing of Congo minerals, sources say – by Sonia Rolley and Daphne Psaledakis (Reuters – May 20, 2025)

https://www.reuters.com/

Congolese minerals such as tungsten, tantalum and tin, which Kinshasa has long accused neighbouring Rwanda of illegally exploiting, could be exported legitimately to Rwanda for processing under the terms of a peace deal being negotiated by the U.S., three sources told Reuters.

Kinshasa views the plundering of its mineral wealth as a key driver of the conflict between its forces and Rwanda-backed M23 rebels in eastern Congo that has intensified since January, accusing Kigali of smuggling tens of millions of dollars worth of minerals over the border each month to be sold from Rwanda.

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Utah leaders praise Trump’s fast-tracking of a ‘vital’ uranium mine. Environmentalists say the move ‘beggars belief.’ – by Anastasia Hufham (Salt Lake Tribune – May 16, 2025)

https://www.sltrib.com/

State leaders have nothing but praise for the Trump administration’s decision to significantly shorten the environmental review process of a southeastern Utah uranium project.

Earlier this week, the Department of the Interior announced it was fast-tracking the permitting process for Anfield Energy Inc.’s plans to reopen the Velvet-Wood uranium mine in San Juan County. The environmental assessment for the project must be completed by the Bureau of Land Management in just 14 days — as opposed to the prior timeline of months or years.

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Expert tells U.S. senators Canada is a key ally on critical minerals – by Kelly Geraldine Malone (Canadian Press – May 14, 2025)

https://www.thecanadianpressnews.ca/

WASHINGTON – An expert in critical minerals told U.S. senators Wednesday that Canada will be a key ally in efforts to reduce America’s reliance on Chinese supply — after President Donald Trump spent months claiming the United States doesn’t need anything from its northern neighbour.

Gracelin Baskaran, director of critical minerals security at the Center for Strategic and International Studies in Washington, D.C., told the Senate finance committee that the U.S. only has 1.3 per cent of the world’s rare earths. “The uncomfortable truth is we are not going to do this alone,” she said.

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Trump keeps saying the U.S. doesn’t need Canada’s stuff. We asked experts if he’s right – by Jordan Gowling (Financial Post – May 13, 2025)

https://financialpost.com/

Here’s a look at eight Canadian exports and whether they are essential to America

In his Oval Office meeting with Prime Minister Mark Carney last Tuesday, President Donald Trump repeated his refrain that the U.S. doesn’t need or want anything Canada produces, listing off a litany of goods he said his country would rather make itself. But can the U.S. really do without our stuff?

We checked with economists and industry experts to see just how much the U.S. relies on eight of our biggest exports, and whether Trump is right in thinking they can go it alone. rump made it clear during his meeting with Carney that the U.S. does not want Canadian-made vehicles. “We want to make our own cars, we don’t really want cars from Canada,” said Trump. “At a certain point, it won’t make economic sense for Canada to build those cars.”

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Could Trump use wartime emergency law to boost Montana metals mining, curtail Russian imports? – by Mike Sunnucks (Fairfield Sun Times – May 12, 2025)

https://www.fairfieldsuntimes.com/

President Donald Trump invoked a wartime and emergency law in March to bolster critical materials and rare-earth metals mining production in the U.S.

“The Defense Production Act (DPA) will be used to expand domestic mineral production capacity,” reads the order, referring to the federal law that was established during the Korean War, invoked during the Cold War to help bolster U.S. aluminum and titanium industries, and most recently during the COVID-19 pandemic to increase manufacturing of masks and ventilators.

Now, there could be an effort by Trump to use his emergency powers under the DPA to bolster platinum and palladium mining in Montana and curtail Russian imports of the precious metals. Montana is the only state where platinum and palladium (the latter used mostly in catalytic converters for cars and trucks) is mined.

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A Toxic Pit Could Be a Gold Mine for Rare-Earth Elements – by Jim Robbins (New York Times – May 13, 2025)

https://www.nytimes.com/

Mining continues at the Continental Pit. Nearby is the Berkeley Pit, a site for acid mine drainage that poses an opportunity for extracting valuable metals.

There’s a tale told about a miner who found copper cans in his garbage dump in the early days of mining. Wastewater from copper mining had flowed through his land, he said, and turned steel cans into copper. The story might be apocryphal, but the process is real, and it’s called cementation. Montana Resources, the mining company that took over from the Anaconda Copper Company, still uses this alchemical trick in a process at its Continental Pit mine in Butte, Mont.

Next to the mine is the Berkeley Pit, which is filled with 50 billion gallons of a highly acidic, toxic brew. Montana Resources pipes liquid from the pit, enabling it to cascade onto piles of scrap iron. The iron becomes copper and is gathered for production.

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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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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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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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