AsiaPacific Mining

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AsiaPacific Mining

AsiaPacific Mining

@AsianMining

AsiaPacific Journal of Mining's focus on Australia-Asia-Pacific advanced minerals supply chains for smart infrastructure & renewable energy (Ed: Geoffrey Gold)

Australia, Asia & Pacific เข้าร่วม Ocak 2011
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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
Australia's Victoria state's Advancing Antimony Grants will support creating a processing facility for the heat-resistant critical mineral used in energy, electronics and defence. The state has Australia’s largest antimony deposits and only operating mine. resources.vic.gov.au/about-us/news/…
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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
The USA's #antimony National Defense Stockpile? "42 days. Not months. Days."
Shanaka Anslem Perera ⚡@shanaka86

THE PENTAGON JUST ADMITTED THE QUIET PART A "sole-source" contract. $245 million. One company. That's it. That's the entire North American antimony smelting industry. Why it matters: Antimony trisulfide ignites when firing pins strike primers. Without it, bullets don't fire. Artillery doesn't detonate. Over 300 types of U.S. munitions require this metalloid. China banned exports to America in December 2024. The National Defense Stockpile? 42 days. Not months. Days. Congress sold off $6 billion in strategic reserves since 1992 because "global markets will always provide." The price response: • January 2024: $11,300/ton • April 2025: $57,778/ton That's 400% in 18 months. The sharpest rally Fastmarkets has recorded since the 1980s. Beijing didn't need missiles. It needed patience and paperwork. November 2025 "suspension"? Commercial only. Military end-use: still banned. The window closes November 2026. Right before midterms. Here's what nobody's connecting: Solar panels need antimony for glass clarity. Defense needs it for ammunition. Both compete for the same constrained non-Chinese supply. One policy framework must yield. The winners already know: UAMY $245M DLA contract. Perpetua $80M+ DoD grants. Nova $43M defense funding. The losers: Everyone without locked-in supply watching input costs triple. This isn't a commodity cycle. This is proof-of-concept for mineral warfare. The question isn't whether Beijing uses this playbook again. The question is: which metal is next? Read the full story - open.substack.com/pub/shanakaans…

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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
"Bre-X Gold, Mining & Mineral Corp: 7 Indonesia Lessons" - Pure AI gaslighting. Bre-X was a Canadian stock market failure, nothing to do with Indonesia (the location) nor JORC, already entrenched in Australian companies shocked by the Canadian recklessness farmonaut.com/mining/bre-x-g…
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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
A mining first for Australia: @EximBankUS's backing of @RZResources is the first investment from the USA government agency in an Australian critical minerals project, ever. "This is Australia and America, building the secure supply chains of the future, together" - @AusintheUS
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AsiaPacific Mining รีทวีตแล้ว
Office of Nuclear Energy | US Department of Energy
FACT: Uranium is the main source of fuel for nuclear reactors. It's found as a mineral in the earth’s crust that is bonded with other elements. Learn more:  bit.ly/3asPL5a
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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
Australia, USA mull critical minerals price support to combat China: "China handles over half of global processing for aluminium, cobalt and lithium, 90% for rare earths and nearly 100% for natural graphite, according to the United Nations" - @jessigardner afr.com/world/north-am…
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pv magazine
pv magazine@pvmagazine·
Battery maker Energy Renaissance enters administration in Australia: Lithium ion battery maker Energy Renaissance has gone into administration in Australia after a key investor pulled out of a planned… dlvr.it/TMfN7L #Photovoltaics #EnergyStorage #RenewableEnergy
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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
In Joko Widodo’s final state of the nation address after 10 years as president of Indonesia, he reflected on his major achievements in minerals and energy management. "Resource nationalism featured prominently", writes Australian academic @evewarburton lowyinstitute.org/the-interprete…
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goldsheet
goldsheet@goldsheet·
The Manna lithium project. Image: Global Lithium Resources. Global Lithium Resources has hit another milestone for its flagship Manna lithium project, with the granting of a 21-year mining lease by the Western Australian Government.   The company said … australianmining.com.au/global-lithium…
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Indonesia Australia
Indonesia Australia@IndonesiaAust·
Australian Ambassador Brazier @DubesAustralia says Indonesia and Australia plan to add new areas of cooperation to the Indonesia-Australia Comprehensive Economic Partnership Agreement #IACEPA - such as green energy and critical minerals including Lithium ekonomi.bisnis.com/read/20250703/…
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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
Indonesia is considering Chinese and Russian technology for its first nuclear power plants, as it looks to tap into a 24,000-t uranium reserve in West Kalimantan to support future energy needs, according to the 2025–2034 electricity plan - Yuliot Tanjung jakartaglobe.id/business/indon…
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Robert Friedland
Robert Friedland@robert_ivanhoe·
The Race Is On to Build U.S. Copper Mines After Trump Pledges Higher Tariffs wsj.com/finance/commod…
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AsiaPacific Mining
AsiaPacific Mining@AsianMining·
The USA, Australia, India and Japan launch the 'Quad Critical Minerals Initiative' to "strengthen economic security and collective resilience by collaborating to secure and diversify critical minerals supply chains" - a sector currently dominated by China reuters.com/world/china/bi…
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Indonesia Australia
Indonesia Australia@IndonesiaAust·
USA President Trump talks up a full access trade deal with Indonesia and one-sided tariffs, plus "they also have some very valuable earths and various other materials. One of the things they are known for is very high quality copper which we'll be using"
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Robert Friedland
Robert Friedland@robert_ivanhoe·
Goldman Sachs update on copper, 'Robust Chinese Demand And US Over-Importing Is Tightening The Ex-US Copper Market': China’s refined copper demand has increased by 12% YTD May. Domestic demand is a significant driver. China solar installations are up 150%, and AC sales are up 8%. Our end-use tracker indicates 13% YTD growth, after finished product exports, supporting 12% YTD growth in refined copper demand. This strong demand, coupled with price-driven record US imports, is tightening the global copper market, particularly ex-US. We expect China’s imports to rise seasonally in 2H. Consequently, we see upside risks to our August LME copper forecast of $10,050/t as China and the US compete for copper and inventories drop to record lows ex-US. This will also continue to tighten LME and Shanghai forward spreads, which at a steep backwardation can close the US import arbitrage.
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