Sosthène P.-M. Ung

2025 Climate Tech Companies to Watch: Cyclic Materials and its rare earth recycling tech The startup is poised to become a global leader in recycling rare earth magnets from old EVs, wind turbines, and more.

An MIT Tech Review @technologyreview.com piece about Cyclic Materials, a promising Canadian company in the rare earth elements recycling space.
www.technologyreview.com/2025/10/06/1...

#criticalminerals

Avenir de la microélectronique et photonique au Québec : PRIMA dévoile une nouvelle étude phare | PRIMA Québec

(French) This report is an excellent example of an extensive value-chain analysis on how Quebec could develop microelectronics & photonics, including which critical minerals to focus on.

www.prima.ca/nouvelles/av...

#criticalminerals

The New Geopolitics Of The Green Transition | NOEMA The only path forward for tackling the climate crisis hinges on cooperative industrial strategies to coordinate clean energy investment and infrastructure development.

"Even as President Trump bulldozes U.S. climate policy, the global clean energy transition is making remarkable strides: Investment in clean energy is now double the investment in fossil fuels"
@bentleyallan.bsky.social on the way forward,& a new approach to climate
www.noemamag.com/the-new-geop...

58. Deepwater Minerals, Shallow Promises (2/2) Podcast Episode · Redefining Energy - TECH · 2025-09-24 · 1h 7m

Critical minerals : part 2 of the podcast with Michael Barnard and myself discussing our view of the realities of seabed nodules mining and processing. Redefining Energy - Tech.

podcasts.apple.com/ca/podcast/r...

Big move for Rare Earth:
USA Rare Earth acquires UK’s Less Common Metals (oxide reducer & Neo alloy maker).
They’re building a Neo magnet plant in Oklahoma (2026) + hold a REE deposit in TX (pre-PFS).
Strong mid/downstream play. What of REE separation?
www.usare.com/article?i=15...
#criticalminerals

The Belt and Road 2.0 | Tim Sahay An interview with Mathias Larsen on China’s overseas clean-tech manufacturing investments

www.phenomenalworld.org/interviews/t...

MAJOR UPDATE: Seven of nine planetary boundaries now breached – ocean acidification also in the danger zone.

Read the new Planetary Healthcheck 2025 report here: www.planetaryhealthcheck.org

one of those drop everything and just read it things ….

www.netzeropolicylab.com/china-green-...

Building the Future Economy See our framework for securing Canada’s competitiveness and sovereignty through an integrated industrial strategy, with priorities and concrete actions.

transitionaccelerator.ca/reports/buil...

How can Canada turn EVs, critical minerals, clean power, housing, and defence into a united industrial strategy for prosperity? Check out our new white paper: 'Building the Future Economy: Securing Canada’s Competitiveness and Autonomy in a Changing World'

Carney told Anglo American to move headquarters to Canada for Teck deal approval, sources say London-based Anglo said it would relocate its headquarters to Vancouver once the deal closes

www.theglobeandmail.com/business/art...

Fed Canadian Government announcing that two copper-related mining projects are under reviewed for support by the Major Project Office. Those are McIlvenna Bay Cu-Zn mine by Foran in SK, and the Red Chris Au-Cu mine expansion by Newmont/Imperial in BC #criticalminerals
www.canada.ca/en/privy-cou...

57. Deepwater Minerals, Shallow Promises (1/2) Podcast Episode · Redefining Energy - TECH · 2025-09-10 · 43m

So I’ve been working on a piece on deep sea mining for #criticalminerals. The full report isn’t out yet, but luckily my co-author runs a podcast. Pt 1 of 2 is available now. Redefining Energy - Tech with Michael Barnard.

podcasts.apple.com/ca/podcast/5...

Thanks! I'll give it a listen. Deep sea mining has such a hype but it seems there a quite many unknowns in terms of impact but processing as well, so I definitely want to know more.

Life cycle assessment of nickel, manganese, cobalt critical minerals: lithium hydroxide monohydrate (mine-to-material) in Québec, Canada The production of electric vehicles (EVs) is rapidly expanding, particularly in North America, where new lithium-ion battery (LIB) and original equipm…

Lithium Hydroxide Monohydrate Life Cycle Analysis for production in Québec, Canada; by Karim Zaghib et al. from Concordia and the Argonne National Laboratory
www.sciencedirect.com/science/arti...
#LCA #criticalminerals #battchat #greensky

Carney-led European mission yields three Canadian critical mineral deals A trio of lead-off agreements between Troilus Gold, Rock Tech Lithium and Torngat Metals and German companies are the first fruit of a high-level sector action plan signed at the G7 meeting in June to...

Three Canadian critical mineral sector companies signed deals in Germany as part of a JDI between the two governments aimed at deepening co-op for industries ranging from renewable energy to defence and EVs. Read the full story on @nationalobserver.com: www.nationalobserver.com/2025/08/27/n...

Opinion | Here’s a source for critical minerals — hiding in plain sight The federal government should invest in ways to recover what mines are already producing.

The United States can do a lot more to recover critical minerals from existing mining operations. Most minerals are not separated because it is uneconomic to do so. Small steps to find out what's in mine waste, new processing techniques, & incentives to separate would go a long way. wapo.st/4g2cbrL

By-product recovery from US metal mines could reduce import reliance for critical minerals The US has sufficient geological endowment in active metal mines to reduce the nation’s dependence on critical mineral imports. Demand is increasing for cobalt, nickel, rare earth elements, tellurium,...

Interesting stuff. How by-product recovery from mine waste could make up a big chunk of US critical mineral needs, or at least reduce import reliance. Is there some similar study for Canada?
www.science.org/doi/10.1126/...
#criticalminerals

Finding open ice: Canada’s future depends on batteries and critical minerals Lithium, graphite, cobalt, phosphate and nickel are in demand, and Canada’s scientists and engineers are world-class in battery innovation. These are areas where Canada can secure a key place in the…

Opinion: This country has two distinct competitive advantages: Canadian-produced critical minerals, and the domestic battery technologies they enable.

www.hilltimes.com/story/2025/0...

Do check our our new report from last week: a bottom-up analysis of US strategy for 15 energy minerals, from which we distill smart principles for running a US critical minerals reserve.

If you've wanted a report offering both depth + big-picture insights, you'll like this one.

US copper prices fall after Donald Trump exempts refined metals from tariffs Washington follows through with plans to impose 50% levies on some products

www.ft.com/content/b78c...

Trump’s Critical Minerals Obsession Reignites Deep-Sea Mining (Bloomberg) -- The leader of one of the most aggressive seabed mining startups spent years invoking global warming to spark interest in extracting avocado-sized rocks rich in electric-vehicle battery ...

Deep Sea Mining: Interesting article with an interview of @ltrytten.bsky.social on the effect of the US executive order expediting licenses of seabed mining, the lack of commercial nodule processing technology/capacity, and international law & legal risks finance.yahoo.com/news/trump-c...

I'd be interested to know their thoughts on France REE processing potential with the Solvay plant and Caremag project announcement

Developing Rare Earth Processing Hubs: An Analytical Approach The report presents a quantitative evaluation of 10 countries to determine their potential as commercially viable rare earth processing hubs, using 10 assessment criteria. It identifies the U.S., Aust...

www.csis.org/analysis/dev...
Interesting comparative approach by @csis.org to score the potential for ex-China countries to develop REE processing hubs. Canada is well ranked, with good performances in R&D, Infrastructure, Energy, Feedstock Proximity, etc. linked to the SRC operation in SK

An infographic map of the megaprojects.

No official list yet exists of the megaprojects to be fast-tracked under C-5. But that doesn't mean we can't make educated guesses.

Using public statements, government sources and business plans, here are our 15 top contenders.

Hâte de commencer la lecture de ces fiches sur la géopolitique des matières premières par Emmanuel Hache de @institutiris.bsky.social

China’s foreign investments in the metal sector - Mineral Economics Minerals and metals are crucial to modern technologies. Over the past decades, China has built up a dominant position on the value chain of energy and digital technologies through domestic mining, ref...

China's foreign investments in the metal sector:
link.springer.com/article/10.1...

How Canada’s critical minerals push may spur hundreds of thousands of jobs | Globalnews.ca A report by a battery metals mining group highlights the potential for economic growth and job creation in Western Canada for mining critical minerals like lithium and copper.

Our #criticalminerals report for BMAC, 'Towards a Western Canadian Battery Value Chain' was cited in an article from @ari-rabin.bsky.social for @globalnews.ca , along with an interview with @bentleyallan.bsky.social from the Transition Accelerator, read it here:
globalnews.ca/news/1126077...

Western Canada holds potential to become a 'critical minerals processing behemoth,' expert says Western Canada could be a hub for critical minerals processing according to two new reports that look at opportunities for nine metals. Read on.

For an excellent introduction to these reports and their context, be sure to read the @financialpostcom.bsky.social
article by Gabriel Friedman featuring interviews from @bentleyallan.bsky.social from the Transition Accelerator and Sean De Vries from BMAC financialpost.com/commodities/... 4/4

Towards a Western Canadian Battery Value Chain Western Canada has the resources and industrial capabilities to build a world-class battery supply chain rooted in clean technology, regional specialization, global competitiveness and economic reconc...

🔋"Towards a Western Canadian Battery Value Chain" shows where investments in clean energy, transport, and processing can strengthen the West’s critical mineral value chain and unlock the potential of its resource base.
Read it here: transitionaccelerator.ca/reports/towa... 3/4

From Rocks to Power By looking at specific opportunities and providing detailed justifications for its recommendations, this report offers a path towards a new momentum for Canada’s critical minerals sector—and our futur...

🪨 "From Rocks to Power" identifies clear, investable priorities in copper, graphite, lithium, nickel, iron, phosphate, rare earths, and vanadium—each critical to building resilient EV and energy storage value chains.
Read it here: transitionaccelerator.ca/reports/from... 2/4