minerali critici

China’s dominance over critical minerals has triggered a genuine geopolitical crisis, sparking a frantic race in the West for new autonomous supply chains, amid risks of resource nationalism and the need for cooperation.

China launches Guangyan, a new state-backed investment vehicle, to strengthen control over foreign mineral resources, standardize operations, and manage geopolitical risks arising from Western countermeasures.

NATO has launched a critical minerals project involving twelve alliance members, including Italy. Secretary Rutte explained that a strong defense requires resilient supply chains: however, to date, they are controlled by China.

The mine inside the fortress. Analysis by Gianclaudio Torlizzi, founder of T-Commodity, taken from his X profile.

The Foreign Ministers of the Quad (Australia, India, Japan, and the US) have revitalized the alliance by announcing a joint port in Fiji, a $20 billion plan for critical minerals, and new energy security initiatives to counter Chinese influence in the Indo-Pacific.

Lithium, copper, tungsten, graphite, and rare earths: the Ispra map reveals that our country possesses strategic resources crucial for the energy transition, industry, and European autonomy.

A brief excerpt from Gianluca Schinaia’s book, “The Age of Matrices: Rare Earths, Raw Materials, and Power Dynamics,” coming out on May 12.

Project Vault, Trump’s initiative to create a reserve of critical metals for civilian use, is intended to protect American companies from China. However, mining companies do not like it, as they fear significant market distortions. Here’s why.

A brief excerpt from Gianluca Schinaia’s book, “The Age of Matrices: Rare Earths, Raw Materials, and Power Dynamics,” coming out on May 12.

According to a government study, the Appalachian region contains enough lithium to replace 328 years of imports, making the United States virtually self-sufficient (if the mines are authorized and opened). However, dependence on China is not about the raw mineral, but the refined product. Numbers and details.

The AI revolution is grounded in matter: the demand for critical resources is growing and tensions between the United States and China are intensifying. Analysis by Benoît Harger, Portfolio Manager of the JSS Commodity Transition Enhanced Fund at J. Safra Sarasin.

The European Union and the United States have signed a memorandum of understanding and an action plan to enhance cooperation on critical minerals and counter China. All the details.

The United States Trade Representative said that allies must be willing to pay higher prices for critical minerals; otherwise, it will be impossible to break dependence on China. Here’s why.

Catl’s economic results in the first quarter of 2026 exceed expectations, and the Chinese battery giant announces a new subsidiary dedicated to mining. The US-China competition over critical raw materials intensifies. All the details.

Venezuela has approved a new mining reform, promoted by the United States, to encourage foreign investments. The subsoil of the South American country is believed to contain significant deposits of gold, bauxite, antimony, coltan, and more.

The free trade agreement between the European Union and Australia also includes a series of agreements on critical minerals: starting with rare earths, lithium, and tungsten. Here is what we know.

With a more targeted approach, the United States could break China’s grip on critical materials. Analysis from the weekly magazine The Economist.

India and Canada have signed a series of agreements on energy and critical minerals, aiming to conclude a free trade agreement by the end of the year. Numbers, details, and forecasts.