Media

[DAH]

Yes here it is. I thought this was random too…

View attachment 92258


So far 2 confirmed projects identified in Oz, with 4 others speculated. But no US based projects yet announced based on my trawling. So we wait and refresh.

Note the absolute silence on all Talga fronts on X and Linked in since MT’s last tweet from the White House.

Smells like stealth mode to me.

Speculation and opinions only of course.

Cheers Dan & @mpk1980

Regardless of what piece of pie Talga gets here it's pretty clear... the decoupling from China is accelerating and the creation of a sustainable Western supply chain is all but certain. Everything I'm reading is all about the urgent need to process the minersls. I think we're in the right place. Let the new industrial revolution begin

 

[cosors]

Yes here it is. I thought this was random too…

View attachment 92258


So far 2 confirmed projects identified in Oz, with 4 others speculated. But no US based projects yet announced based on my trawling. So we wait and refresh.

Note the absolute silence on all Talga fronts on X and Linked in since MT’s last tweet from the White House.

Smells like stealth mode to me.

Speculation and opinions only of course.

Wasn't he just trying to promote the Aero project and generally arouse curiosity?

 

[blondeaussie]

China's partial suspension of rare-earth export controls aligns with its policies on other critical raw materials

Executive Summary Following the October 2025 announcements of additional export controls on rare-earth elements (REEs) and their supply chain by the Chinese government, these controls have officially been suspended globally for one year. Despite US claims, there is no evidence to suggest that China

www.linkedin.com

China's partial suspension of rare-earth export controls aligns with its policies on other critical raw materials
Gareth Hatch
Gareth Hatch
Bringing critical-materials expertise to the…
Published Nov 10, 2025
Follow
Executive Summary
Following the October 2025 announcements of additional export controls on rare-earth elements (REEs) and their supply chain by the Chinese government, these controls have officially been suspended globally for one year. Despite US claims, there is no evidence to suggest that China has also suspended the original April 2025 REE export controls, with the current situation now in keeping with the Chinese approach to other critical raw materials.

Background
Those keeping an eye on the fast-changing situation concerning Chinese export controls on REEs will recall that on 9 October 2025, the Chinese Ministry of Commerce (MOFCOM) and the General Administration of Customs of China (GACC) issued a number of Announcements concerning additional controls on the exports of REEs precursors, finished products, equipment, technology and know-how. This followed the initial export controls announced in April 2025. The details were reviewed in detail in my previous Linkedin article on the topic.

I previously noted that on 1 November 2025, the White House announced that China would suspend "the global implementation" of the October 2025 REE export controls, and that

China will issue general licenses valid for exports of rare earths, gallium, germanium, antimony, and graphite for the benefit of U.S. end users and their suppliers around the world. The general license means the de facto removal of controls China imposed in April 2025 and October 2022.
Recent Developments
Apparently MOFCOM did not get the memo on this as the US statement was only partially confirmed in MOFCOM / GACC Announcement No. 70 of 2025 published on 7 November 2025, which noted that the implementation of the aforementioned Announcements No. 56, No. 57, No. 61 and No. 62 of 2025 would be suspended until 10 November 2026.

Announcement No. 70 pointedly did not include reference to Announcement No. 18 of 2025 and the initial April 2025 REE export controls, or its suspension, contradicting the White House statement. It did include reference to the suspension of the implementation of other export controls, namely those published in Announcements No. 55 [8] and No. 58 of 2025, on 9 October 2025.

Announcement No. 55 pertained to the requirement to obtain dual-use export licenses for items relating to superhard materials from 8 November 2025:


Certain synthetic-diamond micron powers and single crystals (not including such materials used for decorative purposes;
Certain synthetic-diamond wire saws and grinding wheels; and
Certain DC arc plasma-jet chemical-vapor-deposition equipment and process technology.
Announcement No. 58 pertained to the requirement to obtain dual-use export licenses for items relating to Li-ion batteries and synthetic-graphite anode materials from 8 November 2025:


Certain high energy-density Li-ion batteries, cells and battery packs;
Certain equipment for the manufacturing of Li-ion batteries and cathode materials;
Certain Li-Fe-P cathode materials, and precursors for certain other ternary cathode materials;
Synthetic-graphite anode materials, and anode materials containing mixtures of natural and synthetic graphite; and
Certain equipment, Certain equipment, processes and technologies for the manufacturing and coating of graphite-based anode materials.
On 9 November 2025, MOFCOM published Announcement No. 72 of 2025, announcing that the second paragraph of Announcement No. 46 of 2024, issued by MOFCOM on 4 December 2024, would be suspended until 27 November 2026. The aforementioned paragraph stated that:

in principle, the export of dual-use items related to gallium, germanium, antimony, and superhard materials to the United States will not be permitted; for the export of dual-use graphite items to the United States, more stringent end-user and end-use reviews will be implemented.
It should be noted that Paragraph 1 of Announcement No. 46 apparently remains in effect:

Export of dual-use items to U.S. military users or for military purposes is prohibited.
consistent with other recent announcements.

Announcement No. 72 of 2025 still left in place the export controls imposed by Announcement No. 23 of 2023 concerning gallium (Ga)- and germanium (Ge)-containing items, which came into effect on 1 August 2023, including:


Metallic Ga and certain Ga compounds (nitride, oxide, phosphide, arsenide, selenide and antimonide) as well as indium (In) Ga arsenide; and
Metallic Ge (including zone-refined Ge ingots), certain Ge compounds (dioxide, tetrachloride) and growth substrates, and zinc Ge phosphide.
Announcement No. 72 of 2025 also still left in place the export controls imposed by Announcement No. 33 of 2024 concerning antimony (Sb)-containing and other items, which came into effect on 15 September 2024, including:


Sb ores and raw materials;
Metallic Sb and certain high-purity Sb compounds (oxide, hydride, organo-Sb, InSb);
Certain gold and Sb smelting and separation technology; and
Certain equipment and components relating to the production of superhard materials including synthetic diamond and cubic boron nitride.
So, MOFCOM leaving the original April 2025 REE export controls in place, is consistent with the retention of controls on the export of items associated with other critical metals and materials - despite the US claim that the April 2025 controls had been suspended

 

[curiousmagpie]

China's partial suspension of rare-earth export controls aligns with its policies on other critical raw materials

Executive Summary Following the October 2025 announcements of additional export controls on rare-earth elements (REEs) and their supply chain by the Chinese government, these controls have officially been suspended globally for one year. Despite US claims, there is no evidence to suggest that China

www.linkedin.com

China's partial suspension of rare-earth export controls aligns with its policies on other critical raw materials
Gareth Hatch
Gareth Hatch
Bringing critical-materials expertise to the…
Published Nov 10, 2025
Follow
Executive Summary
Following the October 2025 announcements of additional export controls on rare-earth elements (REEs) and their supply chain by the Chinese government, these controls have officially been suspended globally for one year. Despite US claims, there is no evidence to suggest that China has also suspended the original April 2025 REE export controls, with the current situation now in keeping with the Chinese approach to other critical raw materials.

Background
Those keeping an eye on the fast-changing situation concerning Chinese export controls on REEs will recall that on 9 October 2025, the Chinese Ministry of Commerce (MOFCOM) and the General Administration of Customs of China (GACC) issued a number of Announcements concerning additional controls on the exports of REEs precursors, finished products, equipment, technology and know-how. This followed the initial export controls announced in April 2025. The details were reviewed in detail in my previous Linkedin article on the topic.

I previously noted that on 1 November 2025, the White House announced that China would suspend "the global implementation" of the October 2025 REE export controls, and that

China will issue general licenses valid for exports of rare earths, gallium, germanium, antimony, and graphite for the benefit of U.S. end users and their suppliers around the world. The general license means the de facto removal of controls China imposed in April 2025 and October 2022.
Recent Developments
Apparently MOFCOM did not get the memo on this as the US statement was only partially confirmed in MOFCOM / GACC Announcement No. 70 of 2025 published on 7 November 2025, which noted that the implementation of the aforementioned Announcements No. 56, No. 57, No. 61 and No. 62 of 2025 would be suspended until 10 November 2026.

Announcement No. 70 pointedly did not include reference to Announcement No. 18 of 2025 and the initial April 2025 REE export controls, or its suspension, contradicting the White House statement. It did include reference to the suspension of the implementation of other export controls, namely those published in Announcements No. 55 [8] and No. 58 of 2025, on 9 October 2025.

Announcement No. 55 pertained to the requirement to obtain dual-use export licenses for items relating to superhard materials from 8 November 2025:


Certain synthetic-diamond micron powers and single crystals (not including such materials used for decorative purposes;
Certain synthetic-diamond wire saws and grinding wheels; and
Certain DC arc plasma-jet chemical-vapor-deposition equipment and process technology.
Announcement No. 58 pertained to the requirement to obtain dual-use export licenses for items relating to Li-ion batteries and synthetic-graphite anode materials from 8 November 2025:


Certain high energy-density Li-ion batteries, cells and battery packs;
Certain equipment for the manufacturing of Li-ion batteries and cathode materials;
Certain Li-Fe-P cathode materials, and precursors for certain other ternary cathode materials;
Synthetic-graphite anode materials, and anode materials containing mixtures of natural and synthetic graphite; and
Certain equipment, Certain equipment, processes and technologies for the manufacturing and coating of graphite-based anode materials.
On 9 November 2025, MOFCOM published Announcement No. 72 of 2025, announcing that the second paragraph of Announcement No. 46 of 2024, issued by MOFCOM on 4 December 2024, would be suspended until 27 November 2026. The aforementioned paragraph stated that:

in principle, the export of dual-use items related to gallium, germanium, antimony, and superhard materials to the United States will not be permitted; for the export of dual-use graphite items to the United States, more stringent end-user and end-use reviews will be implemented.
It should be noted that Paragraph 1 of Announcement No. 46 apparently remains in effect:

Export of dual-use items to U.S. military users or for military purposes is prohibited.
consistent with other recent announcements.

Announcement No. 72 of 2025 still left in place the export controls imposed by Announcement No. 23 of 2023 concerning gallium (Ga)- and germanium (Ge)-containing items, which came into effect on 1 August 2023, including:


Metallic Ga and certain Ga compounds (nitride, oxide, phosphide, arsenide, selenide and antimonide) as well as indium (In) Ga arsenide; and
Metallic Ge (including zone-refined Ge ingots), certain Ge compounds (dioxide, tetrachloride) and growth substrates, and zinc Ge phosphide.
Announcement No. 72 of 2025 also still left in place the export controls imposed by Announcement No. 33 of 2024 concerning antimony (Sb)-containing and other items, which came into effect on 15 September 2024, including:


Sb ores and raw materials;
Metallic Sb and certain high-purity Sb compounds (oxide, hydride, organo-Sb, InSb);
Certain gold and Sb smelting and separation technology; and
Certain equipment and components relating to the production of superhard materials including synthetic diamond and cubic boron nitride.
So, MOFCOM leaving the original April 2025 REE export controls in place, is consistent with the retention of controls on the export of items associated with other critical metals and materials - despite the US claim that the April 2025 controls had been suspended

this confirms that the export controls relevant to Talga have been suspended? (announcements 55 & 58)

so everyone takes their foot off the gas again and it’s business as usual - cheap Chinese graphite flows

notice how mark said in the webinar that agreements are close but “arguing over price” ??
I was banging this drum for two years and everyone told me it wasn’t a problem. now the boss says it’s a problem

 

[curiousmagpie]

where is WTM? did you sell after all? telling me I was wrong for 2 years. if you listened first time I bet you could have sold much higher

 

[blondeaussie]

this confirms that the export controls relevant to Talga have been suspended? (announcements 55 & 58)

so everyone takes their foot off the gas again and it’s business as usual - cheap Chinese graphite flows

notice how mark said in the webinar that agreements are close but “arguing over price” ??
I was banging this drum for two years and everyone told me it wasn’t a problem. now the boss says it’s a problem

Apparently MOFCOM did not get the memo on this as the US statement was only partially confirmed in MOFCOM / GACC Announcement No. 70 of 2025 published on 7 November 2025, which noted that the implementation of the aforementioned Announcements No. 56, No. 57, No. 61 and No. 62 of 2025 would be suspended until 10 November 2026.

55 & 58 still require licencing

 

[curiousmagpie]

Apparently MOFCOM did not get the memo on this as the US statement was only partially confirmed in MOFCOM / GACC Announcement No. 70 of 2025 published on 7 November 2025, which noted that the implementation of the aforementioned Announcements No. 56, No. 57, No. 61 and No. 62 of 2025 would be suspended until 10 November 2026.

55 & 58 still require licencing

are we reading the same article?

from your post:
“It did include reference to the suspension of the implementation of other export controls, namely those published in Announcements No. 55 [8] and No. 58”


55 & 58 SUSPENDED. it’s no 18 April rare earths that are not suspended.


maybe this is clearer

 

[curiousmagpie]

suspension of export control measures relating to graphite

I can’t see how this can be interpreted any other way.

 

[blondeaussie]

suspension of export control measures relating to graphite

I can’t see how this can be interpreted any other way.

Think i was reading it with Rose coloured glasses

 

[mpk1980]

Five innovative electric vehicle battery cell projects secure €643 million under the Innovation Fund 2024 Battery call

Today, five electric vehicle (EV) battery cell manufacturing projects selected under the Innovation Fund 2024 Battery call have successfully signed their Grant Agreements.

cinea.ec.europa.eu

ACC was one of the five recipients announced last year and grants signed today. Let's hope that's what TLG has been waiting for....?!?!?!?

 

[JNRB]

Five innovative electric vehicle battery cell projects secure €643 million under the Innovation Fund 2024 Battery call

Today, five electric vehicle (EV) battery cell manufacturing projects selected under the Innovation Fund 2024 Battery call have successfully signed their Grant Agreements.

cinea.ec.europa.eu

ACC was one of the five recipients announced last year and grants signed today. Let's hope that's what TLG has been waiting for....?!?!?!?

I'd completely forgotten about that agreement.
So much of our progress chewed up by Swedish bureaucracy....

 

[teilenswert]

- MT presentation at Noosa Mining Conference.

 

[Monkeymandan]

https://x.com/dinosaurman1/status/1993212744615776503?s=46

 

[curiousmagpie]

so what’s the actual plan here?

sit tight and hope for an EU grant before the bank account hits empty? doesn’t seem like a safe approach to capital management when working with government level organization that moves a glacier pace

seems like a plan destined to end in raising capital from loyal shareholders at 5 year lows and diluting everyone to oblivion

wtf

 

[blondeaussie]

Europe’s Critical Raw Materials Strategy

Nicola Beer explains how the European Union can build resilience without abandoning its commitment to fair play.

www.project-syndicate.org

Europe’s Critical Raw Materials Strategy
Nov 24, 2025
Nicola Beer
With China dominating the global supply of rare-earth magnets and other critical materials, Europe is dangerously vulnerable to shortages and potential export controls. EU institutions, governments, and industry must act quickly to secure these supply chains and create buffers against future shocks.

FRANKFURT – When US President Donald Trump and Chinese President Xi Jinping agreed to a one-year truce in their trade war, temporarily easing China’s strict export controls on rare earths and other critical minerals, a quiet sigh of relief swept through corporate headquarters from Paris to Warsaw. But the underlying structural reality has not changed: Because China controls global supplies – owing to its unrivaled extraction and processing capacity – Europe remains dangerously dependent.

Europe imports nearly all the rare-earth magnets it uses in manufacturing electric vehicles, wind turbines, and defense systems, as well as the lithium, cobalt, and graphite that underpin battery production. With most of the refining of these materials occurring outside our borders, a temporary suspension of Chinese export restrictions merely buys us time.

Since Europe will remain vulnerable for the foreseeable future, the only question is whether we will use this reprieve to prepare for what could be coming. When thinking about our own economic future, resilience – the ability to absorb shocks that would otherwise paralyze key industries – is what matters. Unless Europe accelerates diversification, builds domestic capacity, and institutionalizes risk management, the next supply crunch will hit just as hard, if not harder.

With the Critical Raw Materials Act, the European Union has set ambitious targets to extract 10%, process 40%, and recycle 25% of its consumption of these materials domestically. At the European Investment Bank (EIB), we are scaling up support for projects that strengthen the critical raw material chain – from exploration, extraction, and refining to recycling and innovation – both within and outside the EU. We are committing around €2 billion ($2.3 billion) per year to ensure that these materials are available to European industries reliably and over the long term.

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As a bank, we offer loans, equity-type financing for high-risk projects, and technical advisory resources for project sponsors. Our recent support for a copper recycling facility in Germany, lithium production in Finland, and a battery gigafactory in France shows what can be achieved when public and private investment pull in the same direction.

While Europe pursues these ambitious targets and collaborative investments, the United States has opted for a more direct approach, with the US Department of Defense acquiring a significant share in MP Materials, which operates the country’s only rare earth mine. Backed by public funding and long-term purchase agreements, this move, too, is designed to secure domestic supply chains and reduce reliance on imports from China.

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US national security and industrial resilience are the main goals, and within this policy environment, major private-sector players like Apple are also committing to sourcing materials domestically. Nor is the US strategy limited to domestic action. The government is also taking steps to secure access to rare earths and other critical materials globally, such as by acquiring stakes in Canadian mining companies.

The EU cannot afford to remain a bystander. But rather than competing in a subsidy race or relying on direct government ownership – which risks distorting markets and undermining the rules-based trading system that Europe still champions – the bloc should focus on building strategic alliances and partnerships. Resilience cannot be built in isolation.

With an eye toward securing alternatives to a single dominant supplier and strengthening its position in global supply chains, the EU has long been engaging with countries that value responsible resource development practices and fair competition. It has already established strategic partnerships with 14 countries – including Canada, Chile, and Ukraine – each designed to foster cooperation on critical raw materials and support sustainable growth.

Building on this broader EU effort, the EIB is complementing these initiatives through its own actions. Australia – a mining powerhouse – is a key partner in this regard. Following my recent visit, we signed a declaration signaling our intent to deepen cooperation on critical raw materials, paving the way for future joint initiatives that promote sustainable growth.

Reliability and predictability are Europe’s strongest currencies when it comes to partnerships. These qualities underpin our alliances and can serve as the foundation for a coalition of likeminded countries that are committed to transparency and fair play. By sticking together, we can counteract market manipulation and ensure stable, reliable supplies.

In the meantime, though, we need buffers. Strategic stockpiling and joint purchasing, as proposed in the European Commission’s ReSourceEU initiative, may not be silver bullets, but they do matter. Even if strategic reserves do not eliminate risk, they can cushion the impact of sudden supply shocks, and a common EU purchasing platform can strengthen bargaining power and reduce volatility. Bundling creates market power. Both ideas deserve more than discussion; they demand action.

Circularity offers another layer of resilience. We now have technologies that can recover up to 95% of materials from end-of-life batteries, but scaling up their use requires additional investment and regulatory clarity. At the same time, research into substitutes for rare-earth magnets and cobalt-based chemistries should move from the margins to the mainstream.

Europe must act quickly. That means the engagement of not only EU institutions but also member-state governments and industry, which can chip in with clear commitments, particularly through mechanisms such as offtake agreements and investments in all steps of the value chain. The EIB is, and will remain, a strong partner to all those taking up this challenge.

If Europe is serious about strengthening competitiveness and reducing strategic dependencies, it must mobilize all the relevant public- and private-sector players. Only through collective action can we amplify our market power and build resilience. Yes, this will require investment. But the price will be dwarfed by the cost of being unprepared for the next shock.

Nicola Beer
Nicola Beer
Writing for PS since 2025
1 Commentary

Nicola Beer is Vice-President of the European Investment Bank

 

[curiousmagpie]

“rather than competing in a subsidy race or relying on direct government ownership – which risks distorting markets and undermining the rules-based trading system that Europe still champions – the bloc should focus on building strategic alliances and partnerships”


there goes the grant money bailout

so now the hope is waiting for a government to buy a stockpile? seriously WHAT IS THE FUCKING PLAN


“Europe must act quickly”

lololololololololooooool

 

[Vigdorian]

Hey @cosors

Please find attached

let me know once you've downloaded it