Market
Oct 19, 2026
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4 min read
Hillgrove's first concentrate is out. Where it is smelted is Wogen's call.
Policy
Oct 14, 2026
Supply risk 1.8, higher than tungsten. Still not on the strategic list.
Oct 13, 2026
3 min read
The first formal step towards a Nasdaq listing, with the caveats intact.
Defence
Oct 12, 2026
One of five ingots hit 99.8 per cent. The other four did not reach Regulus II.
Supply
Oct 11, 2026
7 min read
The bloc buys metal from Tajikistan and sells trioxide to America.
Oct 6, 2026
Five customs codes carry antimony. None of them counts the one defence buyers need.
Oct 4, 2026
6 min read
The lithium ban brought four processing plants. Every one of them is Chinese-owned.
Oct 2, 2026
Crowded at the start, almost desolate at the end. Where each of the six actually sits.
Sep 29, 2026
Neither has a smelter. One is a lot closer to the chain than the other.
Sep 27, 2026
Hillgrove is running. Its first shipment was due in September and has not been announced.
Sep 26, 2026
Import reliance hit 91 per cent. The minerals allocation still names 23 other commodities.
