Sosthène P.-M. Ung

Graphite, Nickel & Tungsten projects are in the extended list of the Major Project Office. For graphite, this pursues the strategy GoC has set with price insurance mechanism and stockpiling announcement after the G7

www.canada.ca/en/privy-cou...

From Criticality to Bankability: A Structural Taxonomy for Strategic Minerals - Payne Institute for Public Policy

A proposition of three different categories of Critical Minerals by the Payne Institute according to their risk type: Financial, Technical and Commercial
payneinstitute.mines.edu/from-critica...
#criticalminerals

We've long said that climate policy is industrial policy. Our President Moe Kabbara and VP, Future Economy @bentleyallan.bsky.social dig into what that means and how it's reflected in Budget 2025's shift in Canada's approach to climate policy.

Read it here: transitionaccelerator.ca/blog/budget-...

Ottawa's deal with graphite miner could be the template Canada needs to crack China's grip on critical minerals Ottawa announced deals including with Nouveau Monde Graphite that will allow miners to unlock Canadian critical mineral projects. Read on.

The Financial Post’s Gabe Friedman with an excellent piece on how Canada has joined the U.S. in using a price floor for critical minerals.

This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...

Catalyzing Demand: Critical Minerals and Canada’s G7 Leadership Canada made a significant move on Friday by issuing an important critical minerals announcement at the close of the G7. The key innovation here is the use of direct government offtakes by the Governme...

Canada strikes back: procurement stockpiling & seemingly contracts for difference for nat. graphite & scandium. Also, new offtake agreements, a separation facility for rare earths & synthetic graphite plant.
Read the piece from @bentleyallan.bsky.social
transitionaccelerator.ca/blog/catalyz...

How energy storage is defying the clean energy slowdown Report: The U.S. is expected to add 204 GW of battery storage by 2035 — despite the overall post-OBBB slowdown in clean energy.

“Domestic large-scale battery systems’ capacity, which amounted to less than 4 GWh in 2024, is now at over 10 GWh, and is expected to increase to over 60 GWh in 2029.”
#battchat

www.latitudemedia.com/news/how-ene...

They're required for energy transition, semiconductor, defence, electronics, food security (phosphorus, potash) and other stuff. I'd add that their some countries control pretty much all the processing, and advanced material manufacturing. which can be problematic

The official list of announcements that came out of the G7 as part of the Critical Minerals Production Alliance is here. Lots to unpack:
www.canada.ca/en/natural-r...

#criticalminerals

G7 critical minerals pact pledges funds for Quebec, Ontario mining projects Investments are part of push to boost G7’s presence in critical minerals and reduce China’s dominance

Interesting announcements following the G7 Energy and Environment Ministers' Meeting: looks like new investments and agreements are coming for graphite, scandium, and rare earth projects in Canada. Waiting for the details.

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

#criticalminerals

Why Rare Earths Are China’s Trump Card in Trade War Rare earths are among the most critical raw materials on the planet, deeply embedded in the technologies that underpin modern life. Yet few people had even heard of them until the eruption of the US-C...

Looks like the Chinese export control on rare earth and magnetic materials (No. 61) is suspended for at least a year. But it doesn't look like the battery cell/material and key equipment (No. 58) measure, also announced on October 9th, was suspended as well.

www.bloomberg.com/news/article...

Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club — Net Zero Industrial Policy Lab Bilateral deals can't match China's critical minerals weaponization at scale. How the G7 can transform its Production Alliance into a real multilateral investment club.

My latest 🪨 Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club 🪨

The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:

www.netzeropolicylab.com/g7-critical-...

Le Québec a tout pour réussir sa révolution batterie Le choix est simple: être spectateur ou acteur de la révolution énergétique du XXIᵉ siècle.

www.ledevoir.com/opinion/idee...

Graphite: the new critical mineral Nature Reviews Materials, Published online: 22 October 2025; doi:10.1038/s41578-025-00848-5Graphite is a vital component of lithium-ion batteries, but it is challenged by supply-chain vulnerabilities and sustainability issues. This Perspective explores innovative synthesis and recycling methods, emphasizing the need for supportive policy frameworks to enable an economically viable and environmentally responsible graphite economy.

ICYMI: New online! Graphite: the new critical mineral

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...

For anyone wanting to dig deeper, we put out a Rare Earths 101 chapter in our report from last June. Along with global context, processing pathways, and more on other critical minerals!
transitionaccelerator.ca/reports/from...

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...

And a reminder that we released a chapter on a Canadian Rare Earth strategy last June. Lots of REE 101 info and potential directions we could go to integrate a magnet value chain here. transitionaccelerator.ca/reports/from...

‘Strategy? What strategy?’ Why Canada needs an action plan fast — or could waste its rare earths wealth The grand opening of the first Canadian-owned rare earth magnet factory in Estonia lays bare that major challenges remain if a full supply chain is to be built in this country in time to capitalize on...

Excellent article by @dariussnieckus.bsky.social on missed opportunities for a bolder Rare Earth strategy in Canada, with great quotes from experts Constantine Karyannopoulos (former Neo CEO) and Ryan Castilloux (Adamas Intelligence) www.nationalobserver.com/2025/10/17/a...
#criticalminerals #ree

Trump’s investments in Canadian critical minerals could push Ottawa to follow suit, industry players say As the U.S. takes equity stakes in sectors deemed vital to national security, it could be difficult for Canada to sit on the sidelines

Gov’t equity in mining isn’t new: G&M points to the Canada Growth Fund, but Québec’s been at it for years via Investissement Québec—see Nemaska Lithium (Rio Tinto) and Nouveau Monde Graphite as well.

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

#canada #criticalminerals

Energy productivity: Increasing efficiency in an expanded, electrified energy system Energy productivity improvements could lead to a doubling of global GDP by 2050 while using a quarter less energy input compared to today.

www.energy-transitions.org/publications...

Solving the US military's gallium dilemma requires turning trash into treasure Gallium, a key metal in US defense, mostly comes from China. To ensure war readiness, the United States must diversify its supply.

Interesting deep dive on how the US could diversify Gallium supplies by @mbazilian.bsky.social
www.atlanticcouncil.org/blogs/energy...
#criticalminerals #gallium

Mining Regions and Cities in Northern Ontario, Canada Northern Ontario, Canada, is at the forefront of rising global and national demand for minerals. Home to First Nations since time immemorial, who hold treaty rights over the land, mining development i...

www.oecd.org/en/publicati...

Grid scale batteries are changing our electricity system. Excellent new visual story on batteries in FT today shows just how far this technology has evolved.

Fasten your seatbelts, this is just the beginning.

ig.ft.com/mega-batteri...

While supply gaps for some critical minerals are narrowing, key risks remain

Investment momentum in critical minerals has weakened recently & export restrictions are on the rise

Without further action, copper could see a 30% supply shortfall by 2035 👉 iea.li/3J7S0fQ

Demand for key critical minerals has grown strongly recent years

But major supply increases, led by China, Indonesia & parts of Africa, have put downward pressure on prices, especially for battery metals

Read more on the implications 👉 iea.li/44L3spO

🧵(5/5) Here is the original announcement from MOFCOM www.mofcom.gov.cn/zwgk/zcfb/ar...

🧵(4/5) Exporters must now apply for licenses and undergo stricter customs checks. This adds another chokepoint to battery supply chains and targets key equipment as much as commodities and materials.

🧵(3/5) Why this matters: China accounts for nearly 90% of global graphite anode supply. Cathode precursors are critical for both LFP (dominant in China) and ternary (NMC/NCA, widely used) batteries. High-energy cells are essential for long-range EVs and advanced storage.

🧵(2/5) The new measures cover:
High-density lithium-ion cells (≥300 Wh/kg);
LFP/NMC/NCA/LMR cathode material and precursors;
Synthetic & mixed graphite anodes;
but also related production equipment & technologies (graphitization furnaces, coating equipment, mixers, etc.)

#CAM #anode #battchat

🧵(1/5) Today’s other MOFCOM restriction announcement focuses on the battery industry, different cathode chemistries and anode materials. China will tighten export controls on key lithium-ion inputs starting Nov 8.
#criticalminerals #battchat

🧵(4/4) Additionally, here is the original link to the MOFCOM announcement www.mofcom.gov.cn/xwfb/xwfyrth...

China’s New Rare Earth and Magnet Restrictions Threaten U.S. Defense Supply Chains China has imposed its most stringent rare earth and magnet export controls yet, restricting products with even trace Chinese content. This bolsters its leverage ahead of the Trump-Xi meeting and heigh...

🧵(3/4) Second, an analysis by @gracebaskaran.bsky.social from @minerals.csis.org about what those measures would mean for the ex-China REE supply chains and defence industries

www.csis.org/analysis/chi...