TLG Discussion 2022

cosors

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I think MT could now be on the road to get advice.*

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"5 Swedish projects receive strategic project status - important for EU materials supply​

Published 25 March 2025

The European Commission has today decided that five Swedish projects will be granted strategic project status under the EU Critical Raw Materials Regulation. The aim is to strengthen the EU's supply of strategic raw materials.

- ‘It is important for Sweden and the EU to increase mineral production and recycling of metals, which is a prerequisite for the green transition. Improving self-sufficiency and reducing our import dependency is a priority, it will strengthen Sweden's and the EU's competitiveness,’ says Ebba Busch, Minister for Energy and Industry.

The projects that have been decided are Talga's work on mining graphite, Northvolt's recycling project and LKAB's three different projects within the framework of the ReeMap initiative.

Classifying a project as strategic means above all authorisation processes with clear deadlines for projects involving critical metals and minerals, and that companies only need to contact one authority to guide them through the entire authorisation process. Projects will also receive advice and assistance on financing the venture, if needed.*

The possibility to apply to the Commission to have a project recognised as strategic will be reintroduced."
 
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cosors

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"25 March 2025

SGU welcomes Swedish strategic projects in the mineral sector​

Today, 25 March, the European Commission has announced its strategic projects under the Critical Raw Materials Regulation. Among the selected projects are five Swedish projects that aim to increase Sweden's security of supply and create stable value chains for critical metals and minerals. The Geological Survey of Sweden (SGU) welcomes the decision.

The first list of strategic projects under the EU Critical Raw Materials Act has been published by the European Commission at a press conference today. Of the 170 applications for strategic projects received by the Commission during the first application period, 47 projects have been selected. The list includes five Swedish projects, three of which are sub-projects within the same company:

  • LKAB's ReeMAP Project, which consists of three sub-projects: extraction of rare earths and phosphorus in Malmberget, recycling of critical raw materials from mining waste in Luleå, and extraction of rare earths in the Per Geijer deposit in Kiruna
  • Northvolt Revolt AB, for the recovery of the battery metals manganese, lithium, graphite, nickel and cobalt
  • Talga Natural Graphite ONE, for the extraction of graphite
SGU welcomes the Commission's decision, which means that these projects can now expect shorter authorisation processes. Under the regulation, the general rule is 15 months for processing and recovery projects and 27 months for projects in the extraction area. A single point of contact will guide projects through the entire process and can provide advice and assistance if needed. Like other actors in the field, they will only need to liaise with one authority.

- ‘It is gratifying that these Swedish projects will now have the opportunity for a faster and clearer authorisation process. SGU would like to congratulate these companies, which are so important for both Sweden's and Europe's security of supply. But I would also like to take this opportunity to say that the projects that have not been selected this time are of great importance for the Swedish minerals industry,’ says Anette Madsen, Director General of SGU.

The projects selected have been assessed on the basis of a number of different criteria. The selection aims to reflect the goals set out in the regulation that by 2030 the EU should account for 10 per cent own extraction, 40 per cent own processing and 25 per cent own recycling of raw materials.

- ‘The European Commission seems to have placed great emphasis on the designated projects being able to deliver before 2030. It is also worth noting that great emphasis seems to have been placed on the so-called battery metals,’ says Kaj Lax, acting head of the Department of Mineral Resources at SGU.

SGU is tasked with promoting Sweden as a mining and exploration country. Among other things, this is done by mapping potential ore areas. For example, the levels of rare earth elements in LKAB's Per Geijer deposit, which is now closer than ever to being mined, were identified as early as 1931 by SGU's state geologist Per Geijer.

- Sweden is an important mining nation with thousands of years of experience, a bedrock with good conditions and a transparent environmental permit process. Taking responsibility for Sweden's and the EU's security of supply through increased extraction of, among other things, rare earth elements is fundamental to the green transition and our defence capability. It is unreasonable to replace today's dependence on fossil fuels with a total dependence on extraction and production from countries that in many cases lack the democratic rights and environmental legislation we have here,’ says Director-General Anette Madsen.

FACTS Strategic projects under the Critical Raw Materials Act​

Under the EU Critical Raw Materials Regulation, there is the possibility to be recognised as a strategic project involving the extraction, processing or recycling of materials. The purpose of designating strategic projects is to strengthen the Union's supply of strategic raw materials. During the first application period, which ran from 23 May to 22 August 2024, the European Commission received over 170 applications. Each year there will be several application periods under the Regulation. Projects that applied but were not selected this time can apply again.

Last reviewed on 25 March 2025"



Five years ago, who among us would have expected that the mining association SGU, of all organisations, would be the only one to emphasise the positive environmental aspects, and not simply ignore this like the environmentalists and climate protesters and our Antis do, raise your hand.)

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"Mining project gets fast track: ‘Enormous importance’​

Five Swedish mining projects are to be fast-tracked after being designated as strategic by the EU, including LKAB's large rare earth deposit in Kiruna and Talga AB's graphite deposit outside Vittangi.

- ‘We have tried to exert influence, but it has been rather futile,’ says a critical Matti Blind Berg, chairman of the Swedish Sami National Association.


To make the EU more self-sufficient in critical minerals, the EU adopted a new regulation last year to facilitate the mining industry. Projects listed as strategic will be fast-tracked through the authorisation process, making it easier for companies to get investment. The European Commission has now decided which projects are included. The list of 47 projects includes five Swedish projects, three of which are LKAB's.

- ‘It is of enormous importance that we get metal and minerals to handle the transition required in the future. There will be a shortage that needs to be managed, while we have a geopolitical situation linked to rare earths, which means that China continues to control the entire value chain, which is problematic,’ says Niklas Johansson, LKAB's communications director to Syre.

What do you think it will mean?

- I hope that this will really mean that we can actually get more efficient authorisation processes linked to these projects. I am concerned that we in Sweden risk preserving an unsustainable industrial structure because it is so difficult to move forward.

Sami villages critical​

One of LKAB's projects concerns an established iron ore mine where new processes will enable the extraction of rare earth metals and phosphorus from materials that LKAB already mines. The second is an industrial park in Luleå for the processing of phosphorus and rare earths, and the third is the extraction of the large deposit of rare earths in the Per Gejier deposit in Kiruna. The latter project has been heavily criticised, not least by the Gabna Sami village, as it is located on the village's reindeer grazing lands and the mine would block the only remaining migration route for reindeer between winter and summer grazing lands. The Australian company Talga's mine, also designated as a strategic project, is located on the reindeer grazing lands of the Talma Sami community.

- ‘A black day for nature,’ village chairman Nils Johanas Allas told DN when the mine was approved by the Land and Environment Court.

‘Have tried to influence’​

Matti Blind Berg, chairman of the Swedish Sami Association, is critical of the fact that the organisation has not been invited to a dialogue with the European Commission on the projects that affect the Sami villages' land. A number of environmental organisations have also criticised what they consider to be a lack of transparency in how the projects were selected - and that the rights of indigenous peoples were not taken into account in the selection process.

- ‘I have tried to influence, but it has been quite futile. We have not been reached or invited to talks. It's our land*, our territories, our ability to continue to exist as a people. That's what's being jeopardised now,’ says Blind Berg, although he does not attribute any decisive significance to the designation of the mining projects as “strategic”, as they still have to comply with the same legislation.

Do you see any way you could still co-exist with these two projects?

- It might be possible to limit the scope of the projects, but also to ensure that they were run in such a way that they had no impact on the surface. But this will not be the case. It's too economically costly and the technology may not be in place either. So it's a utopia.

‘I think it's difficult’​

‘Of course we will need metals and open up new deposits alongside increased recycling,’ says Mr Berg. But this must be done in harmony with the local culture and industries that already exist in these places.

- ‘We don't get anywhere near that today, we have mineral legislation that gives all the rights to the mining companies, so it's obvious that we're not there,’ he says.

Niklas Johansson at LKAB is of a different opinion.

- ‘Our ambition must be to find ways forward so that we enable a future for everyone. The best way to do that is through dialogue, talking and finding solutions.

But an invisible mine, something that LKAB previously presented as a possibility and which representatives from the company described as the ‘only solution for mining and reindeer husbandry to coexist’, the company no longer sees as a sustainable technology.

- ‘I think it's difficult,’ says Niklas Johansson."

*False and a lie. They may use it in 'front of the crown'.

"The reindeer grazing land in Sweden is owned by the state, forestry companies, farmers and other non-Sámi people. The Sámi have extensive usage rights based on ancient traditions."
 
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cosors

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"47 projects to reduce EU dependence on China - three in Sweden​

Brussels, 25 March 2025

For the first time, the European Commission has presented a list of strategic projects to reduce the EU's dependence on imports of key raw materials. The projects aim to strengthen European production and processing of materials that are crucial for the green transition and the defence industry. Sweden is one of 13 EU countries with projects on the list.

The EU does not want to replace its dependence on fossil fuels with a new dependence on strategic raw materials. This was the message when EU Industry Commissioner Stéphane Séjourné on Tuesday presented 47 strategic projects to increase the EU's own production of key raw materials.

- Let me be clear: we do not want to replace our dependence on fossil fuels with a dependence on raw materials. Chinese lithium is not going to be the Russian gas of tomorrow,’ Mr Séjourné told a press conference in Brussels.

The projects are part of the new EU legislation on key raw materials, which entered into force in May 2024 and aims to reduce the EU's vulnerability to disruptions in the supply chains of materials essential for the green transition, digitalisation and defence industries.

Geopolitical context

The decision comes at a time of heightened geopolitical tension and growing realisation of the vulnerability of global supply chains. The experience of the coronavirus pandemic and Russia's invasion of Ukraine has highlighted the risks of over-reliance on individual supplier countries.

- For a long time, raw materials have been the blind spot of our industrial policy. Often too complicated, too expensive, too time-consuming to produce. Europe has often preferred to buy almost exclusively outside its borders, most of the raw materials it needed, until the covid crisis and the war in Ukraine reminded us of the dangers of our dependencies,’ Séjourné said.

Swedish projects on the list

Among the 47 projects selected, three have a Swedish connection. LKAB's ReeMAP project in Malmberget and Luleå Industrial Park will extract rare earth elements and phosphorus from mining waste. Talga AB's natural graphite project in Norrbotten and Northvolt Revolt AB's battery material recycling project are also on the list.

- We are in a situation where we need to open new mines in Europe; it's a small revolution in our industrial value chains. Like every aspect of our industrial strategy, it is both an economic issue and, above all, a must for Europe's security and sovereignty,’ said Séjourné.

Reducing dependence on China

The EU today relies heavily on imports for many strategic raw materials. For some materials, such as refined lithium, the EU is entirely dependent on imports from China, even though the raw material is available in Europe.

- ‘Europe extracts lithium, but this lithium is then sent to be refined in China, and we become 100 per cent dependent on China for a raw material that we have on European territory,’ said Séjourné.

The selected projects cover 14 of the 17 strategic raw materials identified in the EU legislation. Particular focus is on materials needed for battery manufacturing: lithium, nickel, cobalt, manganese and graphite.

- ‘There will be no decarbonisation without raw materials, no gallium to build solar panels, no copper for energy and electricity, no defence industry without rare earth elements that are part of the composition of our radars, sonars, targeting systems, for which, I remind you, we are currently 100% dependent on Chinese refined material,’ said Séjourné.

Faster authorisation processes

To enable projects to be realised quickly, authorisation processes will be significantly shortened. For extraction projects, authorisations will be granted within 27 months, compared to the current average of 10 years. For processing and recycling projects, the time limit is 15 months.

- ‘We are significantly shortening the deadlines to move quickly and to be able to fulfil this strategy of diversification and risk reduction linked to these raw materials by 2030,’ said Séjourné.

The projects will have access to financing through the European Investment Bank, which has set aside up to €2 billion for the purpose. In total, the projects are estimated to require investments of €22.5 billion.

New calls in the pipeline

The European Commission plans to open a new call for strategic projects later this year. In addition, the Commission will present projects from non-EU countries in the coming weeks.

Séjourné also announced that the EU plans to set up a common procurement centre for raw materials by the end of 2026, similar to the system used for the purchase of vaccines during the coronavirus pandemic.

- ‘Our strategy is clear: to choose from whom we buy, when we buy the raw material and also to participate in the competitiveness of our industries to bring down the price of the raw material and ensure the sustainability of the companies that are supplied with materials,’ Séjourné said."
 
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cosors

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"...and the Talga Natural Graphite ONE extraction project. The strategic projects receive coordinated support from the Commission, the Member States and the financial institutions in order to start their operational work.
..."
 
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cosors

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"Despite fast track - mining companies concerned about China's dominance: "A very difficult situation"
...
They are dumping prices and penalising other countries with export bans," says Emma Själin from the mining company Talga.
...

For anyone who has not yet realised that China is not our friend.
 
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Pharvest

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Thanks for that Cosors, good article. Hopefully Europe will wake up and get on with FFS.. I'm quite frankly fucken pissed off at how long this has taken and the wackamole nature of the appeals process... WhyTF have we been given this EU rubber stamp ( the Strategic projects list ) And yet we still await a final rejection of the last bullshit the nimby's came up with!
Don't get me wrong i'm still extremely positive on the company's prospects.. but fuck me it's just so exasperating.
Rant over.. Pardon my French!
 
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cosors

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Thanks for that Cosors, good article. Hopefully Europe will wake up and get on with FFS.. I'm quite frankly fucken pissed off at how long this has taken and the wackamole nature of the appeals process... WhyTF have we been given this EU rubber stamp ( the Strategic projects list ) And yet we still await a final rejection of the last bullshit the nimby's came up with!
Don't get me wrong i'm still extremely positive on the company's prospects.. but fuck me it's just so exasperating.
Rant over.. Pardon my French!
I'm right there with you and thank you for your clear words!
 
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Semmel

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Thanks for that Cosors, good article. Hopefully Europe will wake up and get on with FFS.. I'm quite frankly fucken pissed off at how long this has taken and the wackamole nature of the appeals process... WhyTF have we been given this EU rubber stamp ( the Strategic projects list ) And yet we still await a final rejection of the last bullshit the nimby's came up with!
Don't get me wrong i'm still extremely positive on the company's prospects.. but fuck me it's just so exasperating.
Rant over.. Pardon my French!

Couldn't have said it any more diplomatic either. 😅🙈🤷
 
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Semmel

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I am very happy to say that I seem to have been wrong with my expectation of a CR before the end of the quarter. It will be interesting to see what Talga sais in their report. Looking forwards to it!
 
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BlackBeak

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I am very happy to say that I seem to have been wrong with my expectation of a CR before the end of the quarter. It will be interesting to see what Talga sais in their report. Looking forwards to it!
I'm still expecting if we're under 2 quarters of funding, that there will be an explained regarding the Innovation Grant. The start date is tomorrow, hopefully we get an announcement in the next few weeks (maybe it was found here) that we've received our first payment
 
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