AsiaPacific Mining

AsiaPacific Journal of Mining's focus on Australia-Asia-Pacific advanced minerals supply chains for smart infrastructure & renewable energy (Ed: Geoffrey Gold)

[Robert Friedland @robert_ivanhoe]

@MBazilian Director of the @payneinstitute for Public Policy at the @coschoolofmines is a leading authority on supply and critical metals and coauthor of this article.

Morgan is 100% right: copper demand from AI, EVs, data centers and global electrification is exploding, yet supply is falling dangerously behind.

Mines take decades, permitting is broken, and prices must rise sharply to unlock new production.

Welcome to the age of HALO - Hard Assets, Low Obsolescence ⚒️

A must read…

https://t.co/1zut5rvR3N

[AsiaPacific Mining @AsianMining]

Australia's EMR Capital and Indonesia's Adaro are selling their 80% stake in the Kestral underground met coal mine in Queensland (acquired from Rio Tino in 2018) to China's state miner Yankuang Energy for up to $2.4 billion. https://t.co/XFlQsafEFW

[BaruGoldCorp @baru_gold]

#Gold reaction during last while versus other #risk assets really show its place as safe haven asset.

📲https://t.co/vyTYnfe4DZ

$BARU.V $BARUF:OTC

#mining #miningstocks #goldstocks #investor #smallcapstocks #juniormining #miners #Indonesia #asia @AsianMining @KitcoNewsNOW @CNBC @capitaljemini @jeminicapital

[AsiaPacific Mining @AsianMining]

Australia's Victoria state's Advancing Antimony Grants will support creating a processing facility for the heat-resistant critical mineral used in energy, electronics and defence. The state has Australia’s largest antimony deposits and only operating mine. https://t.co/KSDm0FNnZG

[AsiaPacific Mining @AsianMining]

The USA's #antimony National Defense Stockpile? "42 days. Not months. Days."

[Shanaka Anslem Perera ⚡ @shanaka86]

THE PENTAGON JUST ADMITTED THE QUIET PART

A "sole-source" contract. $245 million. One company.

That's it. That's the entire North American antimony smelting industry.

Why it matters: Antimony trisulfide ignites when firing pins strike primers. Without it, bullets don't fire. Artillery doesn't detonate.

Over 300 types of U.S. munitions require this metalloid.

China banned exports to America in December 2024.

The National Defense Stockpile? 42 days. Not months. Days.

Congress sold off $6 billion in strategic reserves since 1992 because "global markets will always provide."

The price response:
• January 2024: $11,300/ton
• April 2025: $57,778/ton

That's 400% in 18 months. The sharpest rally Fastmarkets has recorded since the 1980s.

Beijing didn't need missiles. It needed patience and paperwork.

November 2025 "suspension"? Commercial only. Military end-use: still banned.

The window closes November 2026. Right before midterms.

Here's what nobody's connecting:

Solar panels need antimony for glass clarity. Defense needs it for ammunition. Both compete for the same constrained non-Chinese supply.

One policy framework must yield.

The winners already know: UAMY $245M DLA contract. Perpetua $80M+ DoD grants. Nova $43M defense funding.

The losers: Everyone without locked-in supply watching input costs triple.

This isn't a commodity cycle.

This is proof-of-concept for mineral warfare.

The question isn't whether Beijing uses this playbook again.

The question is: which metal is next?

Read the full story - https://t.co/g3FroCOGLT

[The Northern Miner @northernminer]

Opinion: The US reclaims its exploration roots

2025 is the year of critical mineral headlines. U.S. push for resource security ignites exploration boom — copper, lithium & rare earths lead the charge.

#mining #miningnews #copper @jcoopergeo
https://t.co/Cjdb4ybjIN

[AsiaPacific Mining @AsianMining]

"Bre-X Gold, Mining & Mineral Corp: 7 Indonesia Lessons" - Pure AI gaslighting. Bre-X was a Canadian stock market failure, nothing to do with Indonesia (the location) nor JORC, already entrenched in Australian companies shocked by the Canadian recklessness https://t.co/eSU4uHpPbH

[AsiaPacific Mining @AsianMining]

A mining first for Australia: @EximBankUS's backing of @RZResources is the first investment from the USA government agency in an Australian critical minerals project, ever. "This is Australia and America, building the secure supply chains of the future, together" - @AusintheUS

[China Gold Int'l Res Corp (CGG.TO)(2099:HK) @chinagoldintl]

https://t.co/BaExMjlOUj

#stockstobuy $CGG.TO $JINFF #GOLD
@theasiaminer @AsianMining

[Office of Nuclear Energy | US Department of Energy @GovNuclear]

FACT: Uranium is the main source of fuel for nuclear reactors.

It's found as a mineral in the earth’s crust that is bonded with other elements.

Learn more:  https://t.co/YQPxPxCoEk

[AsiaPacific Mining @AsianMining]

Australia, USA mull critical minerals price support to combat China: "China handles over half of global processing for aluminium, cobalt and lithium, 90% for rare earths and nearly 100% for natural graphite, according to the United Nations" - @jessigardner https://t.co/1lEjl7o6ax

[Kirill Klip 🌎 ⚡️⛏ #Gold & #rEVolution 🔌🔋🚘 @kirillklip]

Top Lithium Reserves Globally

Four countries - Chile, Australia, Argentina and China - have more than three-quarters of the world's reserves.
https://t.co/Vat8oAR645

$TRTXF #TNRGold🔋 $TNR.v Royalties
Mariana Lithium - Ganfeng $GNENF
Tesla, EVs $LIT $TSLA $BATT $ALB $GDX $GDXJ

[pv magazine @pvmagazine]

Battery maker Energy Renaissance enters administration in Australia: Lithium ion battery maker Energy Renaissance has gone into administration in Australia after a key investor pulled out of a planned… https://t.co/jbrFZa6xzS #Photovoltaics #EnergyStorage #RenewableEnergy

[AsiaPacific Mining @AsianMining]

In Joko Widodo’s final state of the nation address after 10 years as president of Indonesia, he reflected on his major achievements in minerals and energy management. "Resource nationalism featured prominently", writes Australian academic @evewarburton https://t.co/EET1fR7GTB

[goldsheet @goldsheet]

The Manna lithium project. Image: Global Lithium Resources.

Global Lithium Resources has hit another milestone for its flagship Manna lithium project, with the granting of a 21-year mining lease by the Western Australian Government.  

The company said … https://t.co/b1RhiwzGOv

[Indonesia Australia @IndonesiaAust]

Australian Ambassador Brazier @DubesAustralia says Indonesia and Australia plan to add new areas of cooperation to the Indonesia-Australia Comprehensive Economic Partnership Agreement #IACEPA - such as green energy and critical minerals including Lithium https://t.co/eJUlu0BrXf

[AsiaPacific Mining @AsianMining]

Asean members states "could take advisory roles in managing Timor-Leste’s overreliance on oil and gas by helping the country discover new natural resources" - Suryo Bimantro, @COGGS_Official https://t.co/OxDmxWrgww

[AsiaPacific Mining @AsianMining]

Indonesia is considering Chinese and Russian technology for its first nuclear power plants, as it looks to tap into a 24,000-t uranium reserve in West Kalimantan to support future energy needs, according to the 2025–2034 electricity plan - Yuliot Tanjung https://t.co/z9jdIg5mty

[Robert Friedland @robert_ivanhoe]

The Race Is On to Build U.S. Copper Mines After Trump Pledges Higher Tariffs

https://t.co/A9QIxXDFt8

[AsiaPacific Mining @AsianMining]

The USA, Australia, India and Japan launch the 'Quad Critical Minerals Initiative' to "strengthen economic security and collective resilience by collaborating to secure and diversify critical minerals supply chains" - a sector currently dominated by China https://t.co/rjGdzI2yE9