OK Rusal MKPAO0486
Mentioned
Impact on assets 1
Critical Materials & Supply Chain
OK Rusal MKPAOTheme Impact 1
Off-coverage companies 1
American Lithium Minerals, Inc.i
Private▲ PositiveCapitalrelevance
Completed PCAOB audit and plans OTCQB uplisting, strengthening capital-markets positioning and access to capital
Related news
China▲
Jiangte Motor's Xikeng Lithium Mine 3 Million Tonnes Per Year Mining Project Safety Facility Design Passes Review
Jiangte Motor announced on October 11 that the company recently received the Review Opinion on the Safety Facility Design for the 3 Million Tonnes Per Year Mining Project of the Xikeng Lithium Mine in Yifeng County, Jiangxi Province, issued by the National Mine Safety Administration, which approved the Safety Facility Design in principle. The Xikeng Lithium Mine is China's first mica-type lithium mining rights certificate processed by the Ministry of Natural Resources, an important achievement of the country's new round of strategic prospecting breakthroughs, and a key lithium resource for the company. The approval of the Safety Facility Design marks a crucial step in advancing the Xikeng Lithium Mine from obtaining mining rights to commencing construction in accordance with the law.
About megatrends
Critical Materials & Supply Chain › Lithium Mining & Brine Extraction ▲Supply
Critical Materials & Supply Chain › Lithium Supply
002176.CS · Regulation · Positive Safety Facility Design for its Xikeng Lithium Mine 3Mt/yr project approved by the National Mine Safety Administration, a key regulatory step toward construction.
LITHIUM · Supply · Positive Approval advances a major new mica-type lithium mine toward construction, signaling future lithium supply growth.
European Union
Germany
United Kingdom
France
United StatesChina
Mexico
Brazil+1▲
European Commission Names Two AMG Lithium Projects CRMA Strategic Projects
AMG Critical Materials N.V. announced that the European Commission has designated two of AMG Lithium's activities as Critical Raw Materials Act Strategic Projects 2026. The two designations cover AMG's lithium refinery in Bitterfeld, named a European Lithium Refining and Recycling Hub, and Zinnwald Lithium, recognized for Integrated Extraction and Processing. CEO Dr. Heinz Schimmelbusch said the decision affirms AMG's strategy of building an independent lithium supply chain for Europe and reducing dependence on foreign supply chains. The Commission's recognition means the projects will directly contribute to benchmarks set in the Critical Raw Materials Act, which aims by 2030 to increase the EU's competitiveness and resilience while decreasing dependency on any single supplier. AMG, listed on Euronext Amsterdam and Deutsche Börse, employs approximately 3,500 people and operates production facilities in Germany, the United Kingdom, France, the United States, China, Mexico, Brazil, and India.
About megatrends
Critical Materials & Supply Chain › Lithium ▲Regulation
Critical Materials & Supply Chain › Lithium Refining & Chemicals ▲Regulation
Critical Materials & Supply Chain › Lithium Mining & Brine Extraction ▲Regulation
AMG.AS · Regulation · Positive European Commission designated two AMG Lithium projects as Critical Raw Materials Act Strategic Projects, supporting its independent lithium supply chain strategy.
Zinnwald Lithium plc · Regulation · Positive Zinnwald Lithium was recognized by the European Commission as a CRMA Strategic Project for Integrated Extraction and Processing.
Canada
South KoreaUnited States▲
Elevra Lithium Signs Spodumene Supply Deal With LG Energy Solution
Elevra Lithium rose 5.5% in Thursday's trading after signing a binding contract to supply spodumene concentrate to South Korea's LG Energy Solution from its North American Lithium project in Quebec. Under the deal, Elevra will deliver 240K dry metric tons of spodumene concentrate over three years, with shipments expected to begin in 2026. In addition to that contracted base quantity, the company said it may supply up to 90K dmt of optional volume over the same three-year term, subject to agreement between both parties. The deal comes as LG Energy looks to bolster its North American supply chain and meet growing demand for energy storage systems in the region. CEO Lucas Dow said securing a leading global battery manufacturer as a customer further strengthens the commercial position of NAL and supports the company's strategy of building a diversified portfolio of high-quality customers as it increases production.
About megatrends
Electrification & Mobility › Battery Components & Materials ▲Supply
Critical Materials & Supply Chain › Lithium Mining & Brine Extraction ▲Supply
373220.KO · Supply · Positive LG Energy Solution secures a binding spodumene concentrate supply deal from Elevra's North American Lithium project to bolster its North American battery supply chain.
LITHIUM · Demand · Positive The binding spodumene supply contract and LG's stated need to meet growing energy storage demand signal firm lithium feedstock demand, supportive for lithium carbonate prices.
Canada▲
Brunswick Exploration Hits 1.31% Li2O Over 202 Metres at Anatacau Main
Brunswick Exploration Inc. has reported assays from a 202-metre interval at its Anatacau Main Project in Quebec's Eeyou Istchee James Bay region, returning 1.31% Li2O from 274.25 to 476.70 metres in drill hole AN-26-15. Within that intercept, an 85-metre high-grade core graded 1.73% Li2O, which the company called a substantial jump in grade observed to date at the Anais dyke. The same hole returned two other major pegmatitic intervals separate from the Anais dyke, 1.41% Li2O over 21.5 metres and 1.28% Li2O over 9.2 metres, pointing to a wider mineralized system at Anatacau. The Anais dyke remains open in all directions and has significantly expanded following this hole, which confirmed mineralization to a vertical depth of 300 metres. Four holes totaling approximately 1,700 metres have been drilled in the Anais sector, with all assay results pending except for AN-26-15, and drilling is ongoing.
About megatrends
Critical Materials & Supply Chain › Lithium Supply
Critical Materials & Supply Chain › Lithium Mining & Brine Extraction ▲Supply
Brunswick Exploration · Technology · Positive Reported high-grade lithium assays (1.31% Li2O over 202m, 1.73% core) expanding the Anais dyke at its Anatacau Main project
Brazil▲
Sigma Lithium shares rise after court upholds environmental licenses
A Federal Court of Appeals upheld Sigma Lithium Corporation's environmental licenses, allowing the company to resume mining-industrial operations. The decision overturned a September 8 emergency ruling by a local federal judge in Teofilo Otoni that had suspended those licenses, with Senior Federal Judge Mônica Sifuentes granting Sigma Lithium an emergency motion for suspensive relief on the grounds that a prolonged stoppage would cause significant negative economic impact in the Vale do Jequitinhonha region. Sigma Lithium reaffirmed guidance to scale annualized production of lithium oxide concentrate to 330,000 tonnes by year-end 2027, saying it needs no additional capacity beyond its existing Mine 1 capacity in the South Pit operations and its Cleantech Industrial Plant. The court noted the company supports approximately 19,000 direct and indirect jobs and around 80,000 family members across 12 municipalities. The original suspension stemmed from a lawsuit filed by Ngolo, an association acting for local Quilombola communities, though the government official registry showed no Quilombola heritage descendant houses within a 12 km radius of the Grota do Cirilo Project when its current licenses were issued and operations began in 2023.
About megatrends
Critical Materials & Supply Chain › Lithium Mining & Brine Extraction ▲Regulation
Critical Materials & Supply Chain › Lithium ▲Regulation
SGML · Regulation · Positive Federal appeals court upheld Sigma Lithium's environmental licenses, allowing it to resume mining-industrial operations.
GlobalUnited StatesCanadaChina
Australia
Chile
PanamaUnited Kingdom+1▼impact 4
Mining Stocks Lose $264 Billion in September as Fed Rate Hike Hits Gold
The world's 50 most valuable mining companies lost $264 billion in market value in September, ending the month worth $2.26 trillion, according to MINING.COM's Top 50 ranking. The decline was the second-largest monthly drop since the ranking began at the end of 2019, behind only March's $434 billion fall, and erased roughly three-quarters of August's record $357 billion gain. The selloff followed the Federal Reserve's Sept. 16 decision to raise its benchmark rate a quarter point to a range of 3.75% to 4%, its first increase since July 2023, as oil-driven inflation fears pushed bond yields to their highest since 2008. The 15 gold producers in the ranking lost a combined $79 billion, or 12.7%, with none finishing higher: Kinross Gold fell 21.3% after cutting its 2026 and 2027 production outlook, Shandong Gold dropped 27.8% for the worst performance in the ranking, and Gold Fields fell 21% as Northern Star Resources rejected its unsolicited A$38.7 billion takeover proposal. Copper producers lost $44 billion even as copper prices ended the month nearly flat, led by BHP's $26.4 billion loss after a worker was killed at Escondida on Sept. 23, while First Quantum Minerals fell 19.2% after a Panamanian commission recommended negotiating a restart of Cobre Panama. Lithium carbonate futures in Guangzhou fell 22.5% to 122,800 yuan a metric ton after SMM changed its inventory counting method, pushing Albemarle and Ganfeng Lithium out of the ranking and leaving Chile's SQM as the only lithium producer in the Top 50.
About megatrends
Critical Materials & Supply Chain › Gold ▼Capital
Critical Materials & Supply Chain › Copper Mining & Concentrate ▼Capital
Critical Materials & Supply Chain › Precious Metals ▼Capital
Critical Materials & Supply Chain › Copper ▼Capital
Critical Materials & Supply Chain › Lithium Mining & Brine Extraction ▼Capital
600547.CG · Monetary · Negative Shandong Gold dropped 27.8%, the worst in the ranking, as the Fed rate hike and rising bond yields hit gold miners.
BHP.LSE · Supply · Negative BHP lost $26.4 billion after a worker was killed at Escondida on Sept. 23.
GFI · Capital · Negative Gold Fields fell 21% after Northern Star Resources rejected its unsolicited A$38.7 billion takeover proposal.
KGC · Supply · Negative Kinross fell 21.3% after cutting its 2026 and 2027 production outlook.
First Quantum Minerals Ltd. · Regulation · Negative First Quantum fell 19.2% after a Panamanian commission recommended negotiating a restart of Cobre Panama.
002460.CS · Supply · Negative Lithium carbonate futures dropped 22.5% to 122,800 yuan after SMM's inventory counting change, pushing Ganfeng Lithium out of the ranking.