# sources

node_name: DRC Cobalt Export Quota Regime
created_at: 2026-04-14 19:23:03
url:
https://www.africansecurityanalysis.org/updates/drc-shifts-cobalt-policy-export-quotas-replace-ban-effective-16-october-2025

title:
africansecurityanalysis.org: Drc shifts cobalt policy export quotas replace ban effective 16 october 2025


title: spglobal.com: Drc cobalt export quotas to support cobalt prices though challenges loom
node_name: DRC Cobalt Export Quota Regime
created_at: 2026-04-14 19:23:03
url:
https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/drc-cobalt-export-quotas-to-support-cobalt-prices-though-challenges-loom


node_name: China Graphite Processing Monopoly
created_at: 2026-04-14 19:23:03
url:
https://source.benchmarkminerals.com/article/infographic-china-controls-three-quarters-of-graphite-anode-supply-chain

title:
source.benchmarkminerals.com: Infographic china controls three quarters of graphite anode supply chain


node_name: Rare Earth Chemical Separation Barrier
created_at: 2026-04-14 19:23:03
url:
https://rareearthexchanges.com/news/new-2026-review-maps-the-future-of-rare-earth-supply-chains-and-confirms-the-worlds-overreliance-on-chinas-refining-monopoly/

title:
rareearthexchanges.com: New 2026 review maps the future of rare earth supply chains and confirms the worlds overreliance on chinas refining monopoly


title: iea.org: Overview of outlook for key minerals
node_name: Copper Structural Supply Deficit
created_at: 2026-04-14 19:23:03
url:
https://www.iea.org/reports/global-critical-minerals-outlook-2025/overview-of-outlook-for-key-minerals


title: energypolicy.columbia.edu: Lithium in the energy transition roundtable report
node_name: Lithium Price Cycle Trap
created_at: 2026-04-14 19:23:03
url:
https://www.energypolicy.columbia.edu/publications/lithium-in-the-energy-transition-roundtable-report/


title: weforum.org: Critical minerals energy transition supply chain challenges
node_name: Battery Chemistry Substitution Race
created_at: 2026-04-14 19:23:03
url:
https://www.weforum.org/stories/2025/05/critical-minerals-energy-transition-supply-chain-challenges/


title: energyconnects.com: Iea fragile critical minerals supply chains threaten the energy transition
node_name: Mineral Investment Underrun 2024
created_at: 2026-04-14 19:23:03
url:
https://www.energyconnects.com/opinion/features/2025/may/iea-fragile-critical-minerals-supply-chains-threaten-the-energy-transition/


node_name: Western Mining Permitting Bottleneck
created_at: 2026-04-14 19:23:03
url:
https://smenet.blob.core.windows.net/smecms/sme/media/smeazurestorage/about%20sme/pdf%20files/sme-white-paper-on-exploration-and-mine-permitting-timelines-april-2025.pdf

title:
smenet.blob.core.windows.net: Sme white paper on exploration and mine permitting timelines april 2025


title: Brookings: Indonesias electric vehicle batteries dream has a dirty nickel problem
node_name: Nickel Quality Bifurcation Paradox
created_at: 2026-04-14 19:23:03
url:
https://www.brookings.edu/articles/indonesias-electric-vehicle-batteries-dream-has-a-dirty-nickel-problem/


node_name: Nickel Quality Bifurcation Paradox
created_at: 2026-04-14 19:23:03
url:
https://www.latitudemedia.com/news/indonesias-nickel-industry-is-the-poster-child-of-tradeoffs-for-the-battery-economy/

title:
latitudemedia.com: Indonesias nickel industry is the poster child of tradeoffs for the battery economy


title: spglobal.com: 082423 china s global reach grows behind critical minerals
node_name: China Upstream Mine Investment Strategy
created_at: 2026-04-14 19:23:03
url:
https://www.spglobal.com/content/dam/spglobal/corporate/en/images/general/special-editorial/082423-china-s-global-reach-grows-behind-critical-minerals.pdf


title: whitecase.com: Critical minerals supply chains minerals security partnership and trade
node_name: Minerals Security Partnership Friend-Shoring
created_at: 2026-04-14 19:23:03
url:
https://www.whitecase.com/insight-our-thinking/critical-minerals-supply-chains-minerals-security-partnership-and-trade


node_name: Deep Seabed Mining Governance Vacuum
created_at: 2026-04-14 19:23:03
url:
https://www.nobledeepsea.com/articles/the-clarion-clipperton-zone-explained-geology-georesources-governance-amp-global-stakes

title:
nobledeepsea.com: The clarion clipperton zone explained geology georesources governance amp global stakes


title: northamericanmining.com: Lithium and dle game changer for the energy transition
node_name: Direct Lithium Extraction DLE Disruption
created_at: 2026-04-14 19:23:03
url:
https://northamericanmining.com/index.php/2026/04/09/lithium-and-dle-game-changer-for-the-energy-transition/


title: news.mongabay.com: Lithium mining leaves severe impacts in chile but new methods exist report
node_name: Atacama Water-Lithium Extraction Paradox
created_at: 2026-04-14 19:23:03
url:
https://news.mongabay.com/2025/09/lithium-mining-leaves-severe-impacts-in-chile-but-new-methods-exist-report/


node_name: Atacama Water-Lithium Extraction Paradox
created_at: 2026-04-14 19:23:03
url:
https://www.business-humanrights.org/en/latest-news/chile-court-upholds-complaint-from-indigenous-communities-against-sqm-over-water-usage-rights-linked-to-lithium-mining/

title:
business-humanrights.org: Chile court upholds complaint from indigenous communities against sqm over water usage rights linked to lithium mining


title: aljazeera.com: We are exploited congolese fear losing out as us makes minerals deals
node_name: Africa Critical Minerals Sovereignty Trap
created_at: 2026-04-14 19:23:03
url:
https://www.aljazeera.com/features/2026/2/4/we-are-exploited-congolese-fear-losing-out-as-us-makes-minerals-deals


title: carnegieendowment.org: Ukraines not so critical mineral deposits
node_name: Ukraine Minerals Reconstruction Gambit
created_at: 2026-04-14 19:23:03
url:
https://carnegieendowment.org/europe/strategic-europe/2025/04/ukraines-not-so-critical-mineral-deposits


node_name: Ukraine Minerals Reconstruction Gambit
created_at: 2026-04-14 19:23:03
url:
https://carnegieendowment.org/research/2025/10/the-us-ukraine-reconstruction-investment-fund-a-six-month-progress-assessment

title:
carnegieendowment.org: The us ukraine reconstruction investment fund a six month progress assessment


title: stimson.org: Chinas germanium and gallium export restrictions consequences for the united states
node_name: China Mineral Price Suppression Weapon
created_at: 2026-04-14 19:23:03
url:
https://www.stimson.org/2025/chinas-germanium-and-gallium-export-restrictions-consequences-for-the-united-states/


node_name: China Mineral Price Suppression Weapon
created_at: 2026-04-14 19:23:03
url:
https://www.fastmarkets.com/insights/markets-largely-adjusted-to-chinas-germanium-gallium-graphite-export-controls-one-year-on/

title:
fastmarkets.com: Markets largely adjusted to chinas germanium gallium graphite export controls one year on


title: fdd.org: China pauses some rare earth export curbs while retaining levers of pressure
node_name: China Mineral Price Suppression Weapon
created_at: 2026-04-14 19:23:03
url:
https://www.fdd.org/analysis/2025/11/12/china-pauses-some-rare-earth-export-curbs-while-retaining-levers-of-pressure/


title: iea.org: Mineral requirements for clean energy transitions
node_name: Clean Energy Mineral Intensity Paradox
created_at: 2026-04-14 19:23:03
url:
https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions/mineral-requirements-for-clean-energy-transitions


node_name: Morocco Phosphate-LFP Nexus
created_at: 2026-04-14 19:23:03
url:
https://www.ecofinagency.com/news/2705-47010-moroccan-ocp-eyes-lfp-battery-market-as-global-demand-to-hit-90-3b-by-2034

title:
ecofinagency.com: 2705 47010 moroccan ocp eyes lfp battery market as global demand to hit 90 3b by 2034


title: source.benchmarkminerals.com: How saudi arabia and morocco are shaping the ev battery supply chain
node_name: Morocco Phosphate-LFP Nexus
created_at: 2026-04-14 19:23:03
url:
https://source.benchmarkminerals.com/article/how-saudi-arabia-and-morocco-are-shaping-the-ev-battery-supply-chain


title: altenergymag.com
node_name: Vanadium-VRFB China Dominance
created_at: 2026-04-14 19:23:03
url:
https://www.altenergymag.com/news/2026/02/02/vanadium-redox-flow-battery-market-set-for-rapid-growth-reaching-usd-306-billion-by-2035/46725/


node_name: Silicon Anode Graphite Disruption
created_at: 2026-04-14 19:23:03
url:
https://macholevante.com/news-en/198755/silicon-anode-battery-technology-market-2025-surging-demand-drives-35-cagr-through-2030/

title:
macholevante.com: Silicon anode battery technology market 2025 surging demand drives 35 cagr through 2030


node_name: Platinum Group Metals Hydrogen Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://afripoli.org/platinum-group-metals-green-hydrogen-production-and-economic-development-in-south-africa

title:
afripoli.org: Platinum group metals green hydrogen production and economic development in south africa


node_name: Platinum Group Metals Hydrogen Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.cruxinvestor.com/posts/chinas-strategic-critical-mineral-classification-of-platinum-its-investment-implications-for-global-pgm-supply-pricing-and-emerging-developers

title:
cruxinvestor.com: Chinas strategic critical mineral classification of platinum its investment implications for global pgm supply pricing and emerging developers


title: iea.org: Beyond nmc batteries supply chain issues for emerging battery technologies
node_name: LFP Battery Cobalt Displacement
created_at: 2026-04-14 19:23:03
url:
https://www.iea.org/reports/global-critical-minerals-outlook-2025/beyond-nmc-batteries-supply-chain-issues-for-emerging-battery-technologies


title: investingnews.com: Lithium market update
node_name: Lithium Price Crash Investment Trap
created_at: 2026-04-14 19:23:03
url:
https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/lithium-market-update/


title: investingnews.com: Lithium forecast
node_name: Lithium Price Crash Investment Trap
created_at: 2026-04-14 19:23:03
url:
https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/lithium-forecast/


title: about.bnef.com: Direct lithium extraction on the cusp of commercialization
node_name: Direct Lithium Extraction Technology
created_at: 2026-04-14 19:23:03
url:
https://about.bnef.com/insights/commodities/direct-lithium-extraction-on-the-cusp-of-commercialization/


node_name: Direct Lithium Extraction Technology
created_at: 2026-04-14 19:23:03
url:
https://www.rff.org/publications/reports/can-emerging-industrial-technologies-compete-scoping-the-market-viability-of-direct-lithium-extraction-in-the-united-states/

title:
rff.org: Can emerging industrial technologies compete scoping the market viability of direct lithium extraction in the united states


title: idtechex.com
node_name: NdPr Permanent Magnet Demand Wave
created_at: 2026-04-14 19:23:03
url:
https://www.idtechex.com/en/research-article/2025-to-be-a-defining-year-for-the-rare-earth-magnet-market/33601


title: grist.org: Offshore wind turbines need rare earth metals will there be enough to go around
node_name: NdPr Permanent Magnet Demand Wave
created_at: 2026-04-14 19:23:03
url:
https://grist.org/energy/offshore-wind-turbines-need-rare-earth-metals-will-there-be-enough-to-go-around/


title: transportenvironment.org: From waste to value the potential for battery recycling in europe
node_name: Battery Recycling Secondary Supply Timing Gap
created_at: 2026-04-14 19:23:03
url:
https://www.transportenvironment.org/articles/from-waste-to-value-the-potential-for-battery-recycling-in-europe


node_name: Lithium Triangle Resource Nationalism
created_at: 2026-04-14 19:23:03
url:
https://catalystmcgill.com/south-americas-lithium-triangle-reshapes-global-trade-through-resource-nationalism/

title:
catalystmcgill.com: South americas lithium triangle reshapes global trade through resource nationalism


title: spglobal.com: Drc cobalt export ban extension to support prices on enhanced tightness
node_name: DRC Cobalt Export Weaponization
created_at: 2026-04-14 19:23:03
url:
https://www.spglobal.com/market-intelligence/en/news-insights/research/drc-cobalt-export-ban-extension-to-support-prices-on-enhanced-tightness


title: source.benchmarkminerals.com: Drc to lift cobalt export ban and impose quotas through 2027
node_name: DRC Cobalt Export Weaponization
created_at: 2026-04-14 19:23:03
url:
https://source.benchmarkminerals.com/article/drc-to-lift-cobalt-export-ban-and-impose-quotas-through-2027


title: argusmedia.com: 2767821 viewpoint indonesia s mhp surge to hit nickel prices
node_name: Nickel Class Mismatch Problem
created_at: 2026-04-14 19:23:03
url:
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2767821-viewpoint-indonesia-s-mhp-surge-to-hit-nickel-prices


title: news.stanford.edu: Recycling lithium ion batteries cuts emissions and strengthens supply chain
node_name: Battery Recycling Second Mine Timing Gap
created_at: 2026-04-14 19:23:03
url:
https://news.stanford.edu/stories/2025/01/recycling-lithium-ion-batteries-cuts-emissions-and-strengthens-supply-chain


title: rand.org: The missing piece minerals processing and deep sea
node_name: Deep Sea Mining Governance Paralysis
created_at: 2026-04-14 19:23:03
url:
https://www.rand.org/pubs/commentary/2025/09/the-missing-piece-minerals-processing-and-deep-sea.html


node_name: China Battery Materials Midstream Monopoly
created_at: 2026-04-14 19:23:03
url:
https://councilonstrategicrisks.org/2025/05/30/the-devil-is-in-the-details-minerals-batteries-and-us-dependence-on-chinese-imports/

title:
councilonstrategicrisks.org: The devil is in the details minerals batteries and us dependence on chinese imports


title: realcleardefense.com: How china dominates the worlds critical minerals production 1174451
node_name: China Battery Materials Midstream Monopoly
created_at: 2026-04-14 19:23:03
url:
https://www.realcleardefense.com/articles/2026/04/03/how_china_dominates_the_worlds_critical_minerals_production_1174451.html


title: hsfkramer.com: China export controls lithium batteries and artificial graphite anode materials
node_name: Graphite Anode China Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.hsfkramer.com/insights/2025-10/china-export-controls-lithium-batteries-and-artificial-graphite-anode-materials


node_name: Graphite Anode China Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.cruxinvestor.com/posts/chinas-temporary-easing-of-graphite-export-controls-the-shifting-global-supply-outlook-for-battery-materials

title:
cruxinvestor.com: Chinas temporary easing of graphite export controls the shifting global supply outlook for battery materials


title: meforum.org: The phosphate realignment strategic realism in u s morocco relations
node_name: Morocco Phosphate LFP Convergence
created_at: 2026-04-14 19:23:03
url:
https://www.meforum.org/mef-online/the-phosphate-realignment-strategic-realism-in-u-s-morocco-relations


node_name: IRA Friend-Shoring Effectiveness Gap
created_at: 2026-04-14 19:23:03
url:
https://www.atlanticcouncil.org/blogs/energysource/the-inflation-reduction-act-places-a-big-bet-on-alternative-mineral-supply-chains/

title:
atlanticcouncil.org: The inflation reduction act places a big bet on alternative mineral supply chains


title: energypolicy.columbia.edu: The ira and the us battery supply chain one year on
node_name: IRA Friend-Shoring Effectiveness Gap
created_at: 2026-04-14 19:23:03
url:
https://www.energypolicy.columbia.edu/publications/the-ira-and-the-us-battery-supply-chain-one-year-on/


node_name: DRC Cobalt Single-State Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://markets.financialcontent.com/stocks/article/marketminute-2025-10-24-congos-cobalt-quota-system-reshapes-global-supply-chains-igniting-ev-market-tensions

title:
markets.financialcontent.com: Marketminute 2025 10 24 congos cobalt quota system reshapes global supply chains igniting ev market tensions


node_name: Copper Electrification Bottleneck
created_at: 2026-04-14 19:23:03
url:
https://press.spglobal.com/2026-01-08-Substantial-Shortfall-in-Copper-Supply-Widens-as-the-Race-for-AI-and-Growing-Defense-Spending-Add-to-Accelerating-Demand

title:
press.spglobal.com: 2026 01 08 Substantial Shortfall in Copper Supply Widens as the Race for AI and Growing Defense Spending Add to Accelerating Demand


node_name: Copper Electrification Bottleneck
created_at: 2026-04-14 19:23:03
url:
https://markets.financialcontent.com/stocks/article/marketminute-2026-3-20-copper-supply-crunch-intensifies-impact-on-global-renewable-energy-sector

title:
markets.financialcontent.com: Marketminute 2026 3 20 copper supply crunch intensifies impact on global renewable energy sector


node_name: Battery Recycling Secondary Supply Lag
created_at: 2026-04-14 19:23:03
url:
https://www.miningsee.eu/closing-the-loop-how-europe-is-turning-battery-recycling-into-a-strategic-source-of-lithium-nickel-and-cobalt/

title:
miningsee.eu: Closing the loop how europe is turning battery recycling into a strategic source of lithium nickel and cobalt


node_name: Western Mining Permitting Paralysis
created_at: 2026-04-14 19:23:03
url:
https://www.wilsoncenter.org/article/critical-minerals-strategy-under-trump-administration-progress-contradictions-and-road

title:
wilsoncenter.org: Critical minerals strategy under trump administration progress contradictions and road


title: knowablemagazine.org: Deep sea mining debate critical minerals
node_name: Deep Seabed Polymetallic Nodule Mining
created_at: 2026-04-14 19:23:03
url:
https://knowablemagazine.org/content/article/physical-world/2026/deep-sea-mining-debate-critical-minerals


title: csis.org: Trumps deep sea mining executive order race critical minerals enters uncharted waters
node_name: Deep Seabed Polymetallic Nodule Mining
created_at: 2026-04-14 19:23:03
url:
https://www.csis.org/analysis/trumps-deep-sea-mining-executive-order-race-critical-minerals-enters-uncharted-waters


title: bipartisanpolicy.org: Unpacking the feoc provisions in the one big beautiful bill act
node_name: IRA FEOC Battery Supply Catch-22
created_at: 2026-04-14 19:23:03
url:
https://bipartisanpolicy.org/explainer/unpacking-the-feoc-provisions-in-the-one-big-beautiful-bill-act/


title: news.mongabay.com: Repeated failures expose gaps in indonesias nickel waste management
node_name: Indonesia HPAL Technical Failure
created_at: 2026-04-14 19:23:03
url:
https://news.mongabay.com/2026/04/repeated-failures-expose-gaps-in-indonesias-nickel-waste-management/


title: news.mongabay.com: Landslide deaths again highlight safety failures in indonesias nickel industry
node_name: Indonesia HPAL Technical Failure
created_at: 2026-04-14 19:23:03
url:
https://news.mongabay.com/2025/05/landslide-deaths-again-highlight-safety-failures-in-indonesias-nickel-industry/


title: blogs.law.columbia.edu: Chiles lithium boom a green revolution or environmental ruin
node_name: Atacama Lithium Water Depletion Paradox
created_at: 2026-04-14 19:23:03
url:
https://blogs.law.columbia.edu/climatechange/2025/05/06/chiles-lithium-boom-a-green-revolution-or-environmental-ruin/


node_name: Junior Mining Finance Gap
created_at: 2026-04-14 19:23:03
url:
https://markets.financialcontent.com/stocks/article/marketminute-2025-11-26-the-mining-money-trail-junior-mining-financing-heats-up-in-2025

title:
markets.financialcontent.com: Marketminute 2025 11 26 the mining money trail junior mining financing heats up in 2025


title: rbc.com: Mine refine bridging canadas critical minerals capital gap 2
node_name: Junior Mining Finance Gap
created_at: 2026-04-14 19:23:03
url:
https://www.rbc.com/en/thought-leadership/climate-action-institute/energy-reports/mine-refine-bridging-canadas-critical-minerals-capital-gap-2/


node_name: Junior Mining Finance Gap
created_at: 2026-04-14 19:23:03
url:
https://secureenergy.org/wp-content/uploads/2025/01/SAFE-Center-for-Critical-Minerals-Strategy-Resources-for-Resources-Financing-Critical-Mineral-Supply-Chains-FINAL.pdf

title:
secureenergy.org: SAFE Center for Critical Minerals Strategy Resources for Resources Financing Critical Mineral Supply Chains FINAL


title: rareearthexchanges.com: Beyond rare earths five critical minerals under chinas near monopoly
node_name: Lithium Hydroxide Processing Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://rareearthexchanges.com/news/beyond-rare-earths-five-critical-minerals-under-chinas-near-monopoly/


node_name: Western Critical Mineral Finance Gap
created_at: 2026-04-14 19:23:03
url:
https://www.miningsee.eu/europes-critical-minerals-financing-gap-why-the-eu-struggles-to-match-us-and-china-in-mining-investment/

title:
miningsee.eu: Europes critical minerals financing gap why the eu struggles to match us and china in mining investment


node_name: Western Critical Mineral Finance Gap
created_at: 2026-04-14 19:23:03
url:
https://savannah-group.com/the-trillion-dollar-question-can-private-capital-forge-the-mineral-backbone-of-the-energy-transition/

title:
savannah-group.com: The trillion dollar question can private capital forge the mineral backbone of the energy transition


title: iea.blob.core.windows.net: GlobalCriticalMineralsOutlook2025
node_name: Western Critical Mineral Finance Gap
created_at: 2026-04-14 19:23:03
url:
https://iea.blob.core.windows.net/assets/ef5e9b70-3374-4caa-ba9d-19c72253bfc4/GlobalCriticalMineralsOutlook2025.pdf


title: eur-lex.europa.eu: Sustainability rules for batteries and waste batteries
node_name: EU Battery Regulation Recycled Content Mandate
created_at: 2026-04-14 19:23:03
url:
https://eur-lex.europa.eu/EN/legal-content/summary/sustainability-rules-for-batteries-and-waste-batteries.html


title: environment.ec.europa.eu: New rules boost recycling efficiency waste batteries 2025 07 04 en
node_name: EU Battery Regulation Recycled Content Mandate
created_at: 2026-04-14 19:23:03
url:
https://environment.ec.europa.eu/news/new-rules-boost-recycling-efficiency-waste-batteries-2025-07-04_en


node_name: DRC Artisanal Cobalt Child Labor Crisis
created_at: 2026-04-14 19:23:03
url:
https://www.humanium.org/en/the-current-state-of-child-labour-in-cobalt-mines-in-the-democratic-republic-of-the-congo/

title:
humanium.org: The current state of child labour in cobalt mines in the democratic republic of the congo


title: americanbar.org: Cobalt corruption childhood failures risks global supply chain
node_name: DRC Artisanal Cobalt Child Labor Crisis
created_at: 2026-04-14 19:23:03
url:
https://www.americanbar.org/groups/environment_energy_resources/resources/natural-resources-environment/2025-fall/cobalt-corruption-childhood-failures-risks-global-supply-chain/


node_name: Copper Grid Electrification Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.cruxinvestor.com/posts/coppers-perfect-storm-supply-constraints-collide-with-structural-demand-in-a-critical-market-inflection

title:
cruxinvestor.com: Coppers perfect storm supply constraints collide with structural demand in a critical market inflection


title: source.benchmarkminerals.com: Phosphate concerns drive chinese battery investments in morocco
node_name: Phosphate Morocco LFP Hidden Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://source.benchmarkminerals.com/article/phosphate-concerns-drive-chinese-battery-investments-in-morocco


node_name: Solid-State Battery Nickel Revenge Scenario
created_at: 2026-04-14 19:23:03
url:
https://news.metal.com/newscontent/103688698/smm-insights-2025-emsolidem-emstateem-battery-recap-2026-outlook-policy-drive-industrialization-race-and-raw-material-trend

title:
news.metal.com: Smm insights 2025 emsolidem emstateem battery recap 2026 outlook policy drive industrialization race and raw material trend


node_name: Graphite Anode China Monopoly
created_at: 2026-04-14 19:23:03
url:
https://www.hsfkramer.com/notes/mining/2025-posts/china-suspends-export-controls-on-lithium-batteries-and-artificial-graphite-anode-materials

title:
hsfkramer.com: China suspends export controls on lithium batteries and artificial graphite anode materials


title: moroccoworldnews.com: Can morocco lead the charge for ethical cobalt free batteries
node_name: Morocco Phosphate LFP Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.moroccoworldnews.com/2025/08/236476/can-morocco-lead-the-charge-for-ethical-cobalt-free-batteries/


title: blog.ucs.org: Mineral recovery rates the why and how for lithium ion battery recycling policy
node_name: Battery Recycling Circular Supply
created_at: 2026-04-14 19:23:03
url:
https://blog.ucs.org/jessica-dunn/mineral-recovery-rates-the-why-and-how-for-lithium-ion-battery-recycling-policy/


title: technologyreview.com: Sodium ion batteries 2026 breakthrough technology
node_name: Sodium-Ion Battery Mineral Liberation
created_at: 2026-04-14 19:23:03
url:
https://www.technologyreview.com/2026/01/12/1129991/sodium-ion-batteries-2026-breakthrough-technology/


title: carnewschina.com: Catl confirms 2026 large scale sodium ion battery deployment in multiple sectors
node_name: Sodium-Ion Battery Mineral Liberation
created_at: 2026-04-14 19:23:03
url:
https://carnewschina.com/2025/12/28/catl-confirms-2026-large-scale-sodium-ion-battery-deployment-in-multiple-sectors/


title: csis.org: Russias invasion ukraine impacts gas markets critical chip production
node_name: Ukraine Neon-Semiconductor War Nexus
created_at: 2026-04-14 19:23:03
url:
https://www.csis.org/blogs/perspectives-innovation/russias-invasion-ukraine-impacts-gas-markets-critical-chip-production


title: usitc.gov: Ebot decarlo goodman ukraine neon and semiconductors
node_name: Ukraine Neon-Semiconductor War Nexus
created_at: 2026-04-14 19:23:03
url:
https://www.usitc.gov/publications/332/executive_briefings/ebot_decarlo_goodman_ukraine_neon_and_semiconductors.pdf


title: tamarindo.global: Storage wars the battle for vanadium and why china will win again
node_name: Vanadium LDES China Supply Trap
created_at: 2026-04-14 19:23:03
url:
https://tamarindo.global/insight/analysis/storage-wars-the-battle-for-vanadium-and-why-china-will-win-again/


node_name: DRC Cobalt-China Vertical Integration Lock
created_at: 2026-04-14 19:23:03
url:
https://globalvoices.org/2025/04/15/china-is-using-cobalt-from-the-drc-to-power-the-green-energy-transition-but-at-what-cost/

title:
globalvoices.org: China is using cobalt from the drc to power the green energy transition but at what cost


title: cecc.gov: From cobalt to cars how china exploits child and forced labor in the congo
node_name: DRC Cobalt-China Vertical Integration Lock
created_at: 2026-04-14 19:23:03
url:
https://www.cecc.gov/events/hearings/from-cobalt-to-cars-how-china-exploits-child-and-forced-labor-in-the-congo


node_name: IRA FEOC Mineral Processing Catch-22
created_at: 2026-04-14 19:23:03
url:
https://www.klgates.com/Understanding-the-New-Prohibited-Foreign-Entity-Rules-for-Clean-Energy-Tax-Credits-9-18-2025

title:
klgates.com: Understanding the New Prohibited Foreign Entity Rules for Clean Energy Tax Credits 9 18 2025


title: nbr.org: Chinas influence in indonesias nickel sector and implications for the united states
node_name: Indonesia Nickel HPAL China Integration Lock
created_at: 2026-04-14 19:23:03
url:
https://www.nbr.org/publication/chinas-influence-in-indonesias-nickel-sector-and-implications-for-the-united-states/


title: ainvest.com: Nickel power play china indonesian investments shaping ev battery supremacy 2507
node_name: Indonesia Nickel HPAL China Integration Lock
created_at: 2026-04-14 19:23:03
url:
https://www.ainvest.com/news/nickel-power-play-china-indonesian-investments-shaping-ev-battery-supremacy-2507/


title: thejakartapost.com: Indonesias nickel at a crossroads in the ev battery race
node_name: Indonesia Nickel HPAL China Integration Lock
created_at: 2026-04-14 19:23:03
url:
https://www.thejakartapost.com/business/2026/03/10/indonesias-nickel-at-a-crossroads-in-the-ev-battery-race.html


node_name: Deep-Sea Polymetallic Nodule Mining
created_at: 2026-04-14 19:23:03
url:
https://www.globenewswire.com/news-release/2026/1/26/3225617/0/en/Deep-Sea-Mining-Market-to-Reach-USD-16-3-Billion-by-2033-Driven-by-Battery-Metals-Supply-Constraints-Market-Minds-Advisory.html

title:
globenewswire.com: Deep Sea Mining Market to Reach USD 16 3 Billion by 2033 Driven by Battery Metals Supply Constraints Market Minds Advisory


title: fastmarkets.com: Ai data centers rising metals costs and the changing economics of battery storage
node_name: AI Data Center Battery Mineral Demand Cascade
created_at: 2026-04-14 19:23:03
url:
https://www.fastmarkets.com/insights/ai-data-centers-rising-metals-costs-and-the-changing-economics-of-battery-storage/


node_name: Graphite FEOC Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://markets.financialcontent.com/stocks/article/marketminute-2025-12-25-breaking-the-grip-2025-breakthroughs-in-ultra-high-purity-graphite-reshape-the-global-battery-supply-chain

title:
markets.financialcontent.com: Marketminute 2025 12 25 breaking the grip 2025 breakthroughs in ultra high purity graphite reshape the global battery supply chain


node_name: Graphite FEOC Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.fastmarkets.com/insights/why-underinvestment-anode-supply-chains-could-make-graphite-exception-to-feoc-rules/

title:
fastmarkets.com: Why underinvestment anode supply chains could make graphite exception to feoc rules


title: oxfordenergy.org: Insight 164 Western Battery Graphite Markets
node_name: Graphite FEOC Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.oxfordenergy.org/wpcms/wp-content/uploads/2025/02/Insight-164-Western-Battery-Graphite-Markets.pdf


title: oilprice.com: Why Cheaper Batteries Are a Multi Billion Dollar Bet on China
node_name: LFP Battery China Monopoly Paradox
created_at: 2026-04-14 19:23:03
url:
https://oilprice.com/Energy/Energy-General/Why-Cheaper-Batteries-Are-a-Multi-Billion-Dollar-Bet-on-China.html


title: carboncredits.com: Lithium prices crash below 10k hitting a 4 year low will the market rebound
node_name: Lithium Price Crash 2022-2024
created_at: 2026-04-14 19:23:03
url:
https://carboncredits.com/lithium-prices-crash-below-10k-hitting-a-4-year-low-will-the-market-rebound/


node_name: Indonesian Nickel Flood
created_at: 2026-04-14 19:23:03
url:
https://carnegieendowment.org/research/2023/04/how-indonesia-used-chinese-industrial-investments-to-turn-nickel-into-the-new-gold

title:
carnegieendowment.org: How indonesia used chinese industrial investments to turn nickel into the new gold


node_name: China Predatory Overproduction Mechanism
created_at: 2026-04-14 19:23:03
url:
https://chinaselectcommittee.house.gov/media/reports/predatory-pricing-how-the-chinese-communist-party-manipulates-global-minerals-prices-to-maintain-its-dominance

title:
chinaselectcommittee.house.gov: Predatory pricing how the chinese communist party manipulates global minerals prices to maintain its dominance


node_name: Sodium-Ion Battery Lithium Bypass
created_at: 2026-04-14 19:23:03
url:
https://www.pv-magazine.com/2025/12/29/catl-confirms-significant-upgrade-to-sodium-ion-battery-product-range-and-scale-into-2026/

title:
pv-magazine.com: Catl confirms significant upgrade to sodium ion battery product range and scale into 2026


node_name: Battery Recycling Black Mass Economics
created_at: 2026-04-14 19:23:03
url:
https://www.globenewswire.com/news-release/2026/02/11/3235963/0/en/Black-Mass-Recycling-Market-Poised-for-a-US-62.20-Billion-Surge-by-2033-Astute-Analytica.html

title:
globenewswire.com: Black Mass Recycling Market Poised for a US 62.20 Billion Surge by 2033 Astute Analytica


title: bipartisanpolicy.org: 2025 reconciliation feoc provisions house ways and means bill
node_name: IRA FEOC Clean Energy Catch-22
created_at: 2026-04-14 19:23:03
url:
https://bipartisanpolicy.org/issue-brief/2025-reconciliation-feoc-provisions-house-ways-and-means-bill/


title: cthermal.com: White gold rush companies look to 2026 for mass lithium production near salton sea
node_name: Salton Sea Geothermal Lithium
created_at: 2026-04-14 19:23:03
url:
https://www.cthermal.com/latest-news/white-gold-rush-companies-look-to-2026-for-mass-lithium-production-near-salton-sea


node_name: Salton Sea Geothermal Lithium
created_at: 2026-04-14 19:23:03
url:
https://gpsbusinessinsider.com/bhe-renewables-suspends-three-salton-sea-projects-amid-regulatory-delays-transmission-hurdles/

title:
gpsbusinessinsider.com: Bhe renewables suspends three salton sea projects amid regulatory delays transmission hurdles


title: sfa-oxford.com: Manganese market and manganese price drivers
node_name: Manganese LMFP Hidden Chokepoint
created_at: 2026-04-14 19:23:03
url:
https://www.sfa-oxford.com/battery-metals-and-materials/markets/manganese-market-and-manganese-price-drivers/


title: nbr.org: Indonesias nickel export ban impacts on supply chains and the energy transition
node_name: Indonesia Nickel-Chinese Processing Trap
created_at: 2026-04-14 19:23:03
url:
https://www.nbr.org/publication/indonesias-nickel-export-ban-impacts-on-supply-chains-and-the-energy-transition/


title: womblebonddickinson.com: Striking balance permitting reforms mining and energy transition
node_name: Western Mine Permitting Wall
created_at: 2026-04-14 19:23:03
url:
https://www.womblebonddickinson.com/us/insights/articles-and-briefings/striking-balance-permitting-reforms-mining-and-energy-transition


title: iea.org: Beyond nmc batteries supply chain issues for emerging battery investments
node_name: High-Purity Manganese LMFP Bottleneck
created_at: 2026-04-14 19:23:03
url:
https://www.iea.org/reports/global-critical-minerals-outlook-2025/beyond-nmc-batteries-supply-chain-issues-for-emerging-battery-investments


node_name: Indonesia Nickel Chinese Capture Paradox
created_at: 2026-04-14 19:23:03
url:
https://carboncredits.com/china-and-indonesia-bolster-ties-with-10b-deal-in-strategic-sectors-how-will-it-impact-indonesias-nickel-industry/

title:
carboncredits.com: China and indonesia bolster ties with 10b deal in strategic sectors how will it impact indonesias nickel industry


