#CriticalMaterials
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firstriskdaily.bsky.social
Great start to the day. 😄

SGL Carbon just entered my System Margin Track Record.

Real bottleneck. Narrow control. Qualification barriers. Rent still early in the P&L.

Reference price: €4.45.

The hunt is getting sharper.

#SGL #Nuclear #CriticalMaterials
September 24, 2026 at 11:41 AM
firstriskdaily.bsky.social
Another one made it. 😄
Standard Nuclear just entered my System Margin Track Record.
Real TRISO bottleneck. Narrow control. Qualification barriers. Contracts are there, but the rent is still barely visible in the P&L.
Reference price: $12.85.
#STDN #Nuclear #CriticalMaterials
September 24, 2026 at 7:00 PM
mediafaro.bluesky.mediafaro.org
Can this German company help end Europe’s lithium dependence on China?

China produces up to 70% of the battery-grade lithium chemicals used in Europe. A German recycling fi…

#Lithium #Batteries #RawMaterials #Industry #Europe #Manufacturing #Business #CriticalMaterials #Economy #Recycling #Germany
Can this German company help end Europe’s lithium dependence on China?
by Maja Kunert — Euronews
mediafaro.org
September 27, 2026 at 3:58 PM
pmarques35.bsky.social
[1/8] Des chercheurs de la Columbia Engineering, publient dans Joule une méthode d’extraction directe du lithium. Ils montrent cette ressource stratégique peut être extraite plus vite, plus proprement et ailleurs. #geography #lithium #extraction #criticalmaterials #transition
Scientists just found a faster, cleaner way to extract lithium for EV batteries
A breakthrough lithium-extraction method could help solve one of clean energy’s dirtiest problems. Researchers at Columbia Engineering have developed a fast new technique that pulls lithium directly f...
www.sciencedaily.com
May 24, 2026 at 5:08 AM
pmarques35.bsky.social
[1/8] @nature.com Des chercheurs publient une étude sur l’extraction durable des terres rares. Leur travail analyse comment un déchet industriel, la cendre volante de charbon, peut devenir une ressource stratégique. #geography #criticalMaterials #resource
urlr.me/9fXqAz
Extraction and stripping scheme for leachate-IL systems.
January 15, 2026 at 6:31 AM
carinacrucho.bsky.social
Just published! 🚀 “Bringing Geopolitics to the Periodic Table” explores how chemistry and global trends intertwine. Read here: rdcu.be/eKNfs 🌍  #NatureReviewsChemistry @NatRevChem @SpringerNature #sustainability #criticalmaterials
October 13, 2025 at 3:14 PM
euiss.bsky.social
#CriticalMaterials are the backbone of modern defence but China dominates the production. For Europe's rearmament to succeed, EU defence ministers must break Beijing’s chokehold now, says @joristeer.bsky.social.

Read: www.iss.europa.eu/publications...
June 10, 2025 at 8:10 AM
firstriskdaily.bsky.social
Neo Performance Materials just entered my Track Record.Been hunting for a company where the bottleneck is real, control is strong, and rent can reach equity. Neo made the cut.Now let’s see how reality treats the thesis. 😄#CriticalMaterials #RareEarths
September 23, 2026 at 5:05 PM
informaq.bsky.social
Strategic partnership leverages neutral-atom quantum computing and autonomous chemistry labs to optimize rare earth element extraction, targeting reduced energy use and equipment requirements in processing.

#QuantumML #CriticalMaterials #News
Pasqal, USA Rare Earth, and Riven Systems Deploy Quantum ML for Rare Earth Element Separation
quantumcomputingreport.com
September 19, 2026 at 6:41 AM
jannweinand.bsky.social
🚨 New paper out!
Our review “The role of geothermal plants in the global energy and materials transition” is now published in Nexus (Cell Press) 🌋
🔗 doi.org/10.1016/j.yn...

#GeothermalEnergy #EnergyTransition #EGS #Decarbonization #CriticalMaterials #EnergyModeling
Redirecting
doi.org
October 26, 2025 at 10:36 AM
biosci.lbl.gov
Researchers at #ABPDU in Ning Sun's group are working on new ways to recover critical rare earth elements—essential components in technologies such as magnets and batteries— from the environment.

#RareEarthElements #bioeconomy #manufacturing #CriticalMaterials #BioBSE
June 13, 2025 at 11:46 PM
carinacrucho.bsky.social
Our new Comment explores how future supply chains and chemical innovation may influence cooperation, competition, and geopolitics in the decades ahead.

rdcu.be/e0sGi

www.nature.com/articles/s41...

#Chemistry #Geopolitics #CriticalMaterials #EnergyTransition @natureportfolio.nature.com
The geopolitical future for chemistry
Nature Reviews Chemistry - In an era of global transition, new frontiers in chemistry — from space mining to circular technologies — are poised to reshape global power. This Comment...
rdcu.be
January 24, 2026 at 11:16 AM
miningir.bsky.social
🚀 Battery Recycling Firms and Miners Forge Unexpected Supply Agreements
🔎 Read the full update:
➡️https://miningir.com/battery-recycling-firms-and-miners-forge-unexpected-supply-agreements/

#BatteryRecycling #Mining #CriticalMaterials #EVSupplyChain #CircularEconomy #Sustainability #ESG #
Battery Recycling Firms and Miners Forge Unexpected Supply Agreements - MiningIR
Battery recycling companies and primary miners are forming supply agreements that would have seemed unlikely just a few years ago, reshaping how critical
miningir.com
September 24, 2026 at 3:02 PM
miningir.bsky.social
🚀 Temp title
🔎 Read the full update:
➡️https://miningir.com/temp-title/

#RareEarth#RareEarthElementsh#RareEarthsi#REEsM#CriticalMaterialsi#Geopoliticsm#MiningDominancea#SupplyChainSecuritya#EVsy#EVBatteryo#ChineseDominancea#IndustrialPolicyh#GreenTechg#Recyclingi#UrbanMiningc#MSg/StrategicResources" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link">#StrategicResources
Temp title
Rare Earth Elements: Why Every Nation Is Fighting for Mining Dominance In the modern era of technological advancement, few resources carry as much strategic weight as rare earth elements (REEs). From ...
miningir.com
June 21, 2026 at 8:33 PM
bobgorman8791.bsky.social
The world’s supply of helium is being threatened by the Iran war

by Gavin D. J. Harper @gavindjharper.bsky.social
#CriticalMaterials
Via @theconversation.com

theconversation.com/the-worlds-s...
The world’s supply of helium is being threatened by the Iran war
Helium, a critical material, could be in short-supply due to Qatar’s suspension of gas production.
theconversation.com
April 6, 2026 at 9:50 PM
tinamcasey.bsky.social
Regardless of federal energy policy, US innovators continue to collaborate on global green hydrogen projects.

cleantechnica.com/2025/10/16/c...

#hydrogen #greenhydrogen #hydrogeneconomy #iridium #criticalmaterials #watersplitting #sustainable #greenenergy #cleanenergy #renewableenergy #innovation
New Catalyst Cuts The Cost Of Green Hydrogen
US researchers are among the innovators seeking new, low-iridium catalysts, aiming for a sharp reduction in the cost of green hydrogen.
cleantechnica.com
October 16, 2025 at 5:20 PM
euiss.bsky.social
#CriticalMaterials are essential to #Eudefence but China dominates the production. For Europe's rearmament to succeed, EU defence ministers must break Beijing’s chokehold now, warns @joristeer.bsky.social.
ow.ly/rAua50W6Ows
European Ministers of Defence - Save Europe, invest in mining!
Critical materials are the backbone of modern defence. For Europe's rearmament to succeed, the EU defence ministers must break Beijing's chokehold on these essential resources.
ow.ly
June 12, 2025 at 2:10 PM
remkorteweg.bsky.social
The US-led "Pax Silica" (Silicon Peace) was launched last week, involving allies from Asia and Europe.

An attempt to create a Semiconductor/AI/CriticalMaterials Club?

⬇️

www.linkedin.com/posts/rem-ko...
Pax Silica - United States Department of State | Rem Korteweg, PhD
Last week, the US launched "Pax Silica". This is a new grouping of countries that are either tech-, AI- or critical resources-rich, or a combination thereof. It is Washington's initiative to organ...
www.linkedin.com
December 16, 2025 at 7:12 PM
kavlifoundation.org
Great perspective from scientists on critical mineral supply in washingtonpost.com. We look forward to next week's Scialog® conference which will inspire more basic science projects to help secure a sustainable supply of these materials: bit.ly/3HT5ziS

#KavliNano #CriticalMaterials
September 3, 2025 at 4:19 PM
mol-micro-biotech.bsky.social
#Biotechnology #CriticalMaterials
Applied Sciences is seeking submissions for a new special issue focusing on biotechnologies for the recovery of critical minerals and rare earth elements from low-grade resources and anthropogenic waste.
www.mdpi.com/journal/appl...
www.mdpi.com/journal/appl...
www.mdpi.com
May 13, 2026 at 3:40 PM
yanasychikova.bsky.social
Our new article:
Raw material supplier or strategic actor? Ukraine’s future in the rare earth sector

Can Ukraine move from exporting ore to technological sovereignty?
🔗 www.tandfonline.com/doi/epdf/10....
#RareEarths #CriticalMaterials #Ukraine #Geopolitics #TechnologicalSovereignty
March 2, 2026 at 12:43 PM
globaltradealert.bsky.social
🔎 GTA Monthly Roundup covers 408 new #trade and industrial policy interventions.

Trends include:

• Defense sector moves like the #EU’s SAFE plan
• #Criticalmaterials controls and processing boosts
• Strategic sector investments in #AI and #semiconductors
• Food security efforts

🔗 bit.ly/4hUTANB
March 31, 2025 at 12:00 PM
edenz-india.bsky.social
The future of renewable energy and tech innovation hinges on a secure supply of critical raw materials like rare earth elements.

This visualization underscores supply risks across key industries like batteries, wind turbines, and photovoltaics.

#Renewables #SDG #CriticalMaterials #CleanEnergy
April 12, 2025 at 3:38 AM
kiloreserve.bsky.social
🔌 In his latest blog, our Founder Allen Cates explains how copper, aluminum, and tin work together to power electrification and modern industry. Each plays a distinct role, and none are interchangeable. https://bit.ly/4rOc9sb #CriticalMaterials #Electrification #Copper #EnergyTransition
March 20, 2026 at 5:30 PM