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...They don’t want to listen to reason,” Pataskala mayor Mike Compton said of opponents to the factory. Illuminate USA marks the largest manufacturing investment in the rural town’s history....
...A recent report by S&P Global Commodity Insights found the US would struggle to meet demand for critical minerals such as nickel by relying only on domestic sources and free-trade partners....
...surge after sanctions on Russian supply Energy Source is written and edited by Jamie Smyth, Myles McCormick, Amanda Chu and Tom Wilson, with support from the FT’s global team of reporters....
...“We are risking a palm oil 2.0 situation with deforestation for nickel mining,” said Mighty Earth senior director Amanda Hurowitz, referring to the havoc wrought to the environment by intensive farming of...
...In Data Drill, Amanda has new data on where oil companies are parking their cash....
...(Amanda Chu) Data Drill Oil demand is hitting fresh records just as supply cuts pinch....
...In a story with big implications for electrification, French miner Eramet warns Indonesia’s low-cost nickel suppliers will wipe out rivals....
...Prices of critical minerals such as lithium, nickel and cobalt have eased in recent months, and in a period of weakness, it is the “investors with a longer time horizon that can increase market share”, he...
...Securing enough critical minerals, such as lithium and nickel, that are needed to power the clean energy transition has moved to the top of the agenda in western capitals as tensions escalate with China,...
...hard to have confidence that the new capital will deliver on all its environmental promises when we’re getting mixed messages from the Indonesian government in relation to deforestation on Borneo,” says Amanda...
...The US has virtually no mining or processing capacity for minerals such as lithium, nickel, and cobalt, according to an International Energy Agency analysis....
...BMI expects battery demand for lithium and nickel to more than double in the next decade....
...Indonesia’s nickel reserves and planned incentives are capturing the attention of global electric vehicle makers....
...The lithium refineries, and nickel and cobalt for batteries; the rare earth materials for solar modules; the nacelles and monopoles for offshore wind — almost everything can be sourced more cheaply from...
...(Amanda Chu) Power Points TotalEnergies says it will take a $2.1bn hit from UK and European windfall taxes....
...And on that same theme, Amanda reports that US power executives see the current renewables supply chain problems persisting at least until next year....
...As a large nickel producer, Indonesia considers forming an Opec-like cartel for battery metals....
...Hiking in Tibet a few years ago, Amanda Hall encountered a group of monks who, she was surprised to note, were all clutching mobile phones....
...In Data Drill, Amanda looks at the possible effect on energy and agricultural supply chains of possible rail strikes in the US. Thanks for reading....
...“The really important thing here is there is no heavy rare earths separation outside China at present,” Lynas managing director Amanda Lacaze told the Financial Times....
...(Amanda Chu) Power Points BHP, the world’s biggest miner, cut its coal guidance owing to Omicron-related workforce disruptions....
...The world’s biggest mining company is investing $100m in Tanzania’s nickel supply in the race to go electric. Opinion: The UK’s climate plan needs to consider immigration policy....
...(Amanda Chu) Power Points The OECD wants a global plan for carbon prices....
...Compton McRae is a sublime family-run deli and café. Edward Hurst’s barn is a wonderful source of antiques and inspiration, and Bayntun Flowers is an artisan grower with impeccable taste....
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