Rosalind Rei
@rosalindr.bsky.social
Writer on critical minerals, energy transition
| Interested in ecology, commodities, value | linkedin.com/in/rosalindrei
| Interested in ecology, commodities, value | linkedin.com/in/rosalindrei
Construction work on the Panama Canal in 2016 has dramatically shifted the ecology of the waterway, replacing a freshwater fish community with a marine-dominated one.
The change took place within just a few years.
www.sciencedirect.com/science/arti...
The change took place within just a few years.
www.sciencedirect.com/science/arti...
New fish migrations into the Panama Canal increase likelihood of interoceanic invasions in the Americas
Maritime shipping is vital for commercial trade and well recognized as a main pathway for the spread of non-native species.1 For over a century, the P…
www.sciencedirect.com
August 30, 2025 at 4:52 PM
Construction work on the Panama Canal in 2016 has dramatically shifted the ecology of the waterway, replacing a freshwater fish community with a marine-dominated one.
The change took place within just a few years.
www.sciencedirect.com/science/arti...
The change took place within just a few years.
www.sciencedirect.com/science/arti...
This 1983 policy paper indicates how far US views on critical minerals security has changed since the Korean war, when it encouraged foreign supply "at the least cost possible for equivalent values".
A far cry from current calls for resource sovereignty, which emerged only in the late 2010s.
A far cry from current calls for resource sovereignty, which emerged only in the late 2010s.
August 23, 2025 at 12:02 PM
This 1983 policy paper indicates how far US views on critical minerals security has changed since the Korean war, when it encouraged foreign supply "at the least cost possible for equivalent values".
A far cry from current calls for resource sovereignty, which emerged only in the late 2010s.
A far cry from current calls for resource sovereignty, which emerged only in the late 2010s.
Chinese lithium prices are at an 8-month high as the government combats oversupply.
CATL’s closure of its Jiangxi lithium mine (~3% of expected global 2025 production) may be the latest in a series of govenrment-mandated suspensions.
www.reuters.com/markets/comm...
CATL’s closure of its Jiangxi lithium mine (~3% of expected global 2025 production) may be the latest in a series of govenrment-mandated suspensions.
www.reuters.com/markets/comm...
CATL suspends production at China lithium mine, Bloomberg News reports
Contemporary Amperex Technology (CATL) has suspended production at its lithium mine Jianxiawo, in China's Jiangxi province for at least three months, Bloomberg News reported on Sunday, citing people familiar with the matter.
www.reuters.com
August 14, 2025 at 7:07 AM
Chinese lithium prices are at an 8-month high as the government combats oversupply.
CATL’s closure of its Jiangxi lithium mine (~3% of expected global 2025 production) may be the latest in a series of govenrment-mandated suspensions.
www.reuters.com/markets/comm...
CATL’s closure of its Jiangxi lithium mine (~3% of expected global 2025 production) may be the latest in a series of govenrment-mandated suspensions.
www.reuters.com/markets/comm...
Climate disaster companies are outperforming the S&P index, according to Bloomberg analysis.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
June 17, 2025 at 5:13 PM
Climate disaster companies are outperforming the S&P index, according to Bloomberg analysis.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Rosalind Rei
In international relations, trade, security and capital markets, the themes are the same: in place of decades of reliance on the US and its assets, the rest of the world is now seeking to diversify, decarbonize, defend, and dedollarize.
April is the Cruelest Month | The Polycrisis
Diversification and dedollarization in the world economy
www.phenomenalworld.org
April 29, 2025 at 2:13 PM
In international relations, trade, security and capital markets, the themes are the same: in place of decades of reliance on the US and its assets, the rest of the world is now seeking to diversify, decarbonize, defend, and dedollarize.
Myanmar rebel group KIA reportedly allows rare earth inventory shipments to China for the first time since seizing major mining areas five months ago.
China's global rare earths dominance owes a lot to its presence in areas of Myanmar now under KIA control.
China's global rare earths dominance owes a lot to its presence in areas of Myanmar now under KIA control.
Myanmar rebel group allows export of rare earth inventories to China: sources
BEIJING - A Myanmar rebel group that controls one of the world
www.bangkokpost.com
March 27, 2025 at 10:28 AM
Myanmar rebel group KIA reportedly allows rare earth inventory shipments to China for the first time since seizing major mining areas five months ago.
China's global rare earths dominance owes a lot to its presence in areas of Myanmar now under KIA control.
China's global rare earths dominance owes a lot to its presence in areas of Myanmar now under KIA control.
If renewables are so cheap, why no energy transition?
Brett Christophers offers a compelling answer: that the electricity industry is too competitive to maximise profit, relative to fossil fuels.
www.lrb.co.uk/the-paper/v4...
Brett Christophers offers a compelling answer: that the electricity industry is too competitive to maximise profit, relative to fossil fuels.
www.lrb.co.uk/the-paper/v4...
William Davies · Antimarket: Capitalism Decarbonised
When it’s capitalism that’s the problem, and not markets, the only alternative is post-capitalism. But the central...
www.lrb.co.uk
March 12, 2025 at 2:47 PM
If renewables are so cheap, why no energy transition?
Brett Christophers offers a compelling answer: that the electricity industry is too competitive to maximise profit, relative to fossil fuels.
www.lrb.co.uk/the-paper/v4...
Brett Christophers offers a compelling answer: that the electricity industry is too competitive to maximise profit, relative to fossil fuels.
www.lrb.co.uk/the-paper/v4...
'Trump’s approach to dominance without hegemony is rooted more narrowly in the basic mentality of a real estate developer: acquire property, or more accurately a “site” ... develop it & then lease, rent or sell it for the sole objective of profit'
proteanmag.com/2025/02/27/s...
proteanmag.com/2025/02/27/s...
Slumlord Empire • Protean Magazine
In this essay, Alberto Toscano and Brenna Bahndar explore how the ideology of real estate has come to find direct geopolitical expression in Trump’s crass drive to acquire territory as “property”—a tu...
proteanmag.com
March 11, 2025 at 11:48 AM
'Trump’s approach to dominance without hegemony is rooted more narrowly in the basic mentality of a real estate developer: acquire property, or more accurately a “site” ... develop it & then lease, rent or sell it for the sole objective of profit'
proteanmag.com/2025/02/27/s...
proteanmag.com/2025/02/27/s...
Drought and excess rainfall to hit Indian sugar and cotton output in 2024/2025 archive.ph/IEmRH#select...
India's cotton imports to double as output falls short, says trade body
India's cotton imports in 2024/25 are likely to double from a year ago as production is set to fall below consumption because of a decline in acreage planted and adverse weather, a leading trade body said on Tuesday.
www.reuters.com
March 11, 2025 at 10:59 AM
Drought and excess rainfall to hit Indian sugar and cotton output in 2024/2025 archive.ph/IEmRH#select...
Trump seeks minerals refining on Pentagon bases but questions remain about sourcing, domestic mineral demand, and technical know-how
archive.ph/PMZgo
archive.ph/PMZgo
Exclusive: Trump seeks minerals refining on Pentagon bases to boost US output, sources say
U.S. President Donald Trump aims to build metals refining facilities on Pentagon military bases as part of his plan to boost domestic production of critical minerals and offset China's control of the sector, two senior administration officials told Reuters.
www.reuters.com
March 11, 2025 at 10:46 AM
Trump seeks minerals refining on Pentagon bases but questions remain about sourcing, domestic mineral demand, and technical know-how
archive.ph/PMZgo
archive.ph/PMZgo
"What's really happened here is this threat of tariffs and the aggressiveness of Trump is forcing other countries to spend more."
archive.ph/sQmLM
archive.ph/sQmLM
archive.ph
March 7, 2025 at 9:50 AM
"What's really happened here is this threat of tariffs and the aggressiveness of Trump is forcing other countries to spend more."
archive.ph/sQmLM
archive.ph/sQmLM
US tariffs might finally force the CCP to get over its scepticism of welfare provision, one factor dampening Chinese consumer spending
archive.ph/VDGWR
archive.ph/VDGWR
archive.ph
March 7, 2025 at 9:46 AM
US tariffs might finally force the CCP to get over its scepticism of welfare provision, one factor dampening Chinese consumer spending
archive.ph/VDGWR
archive.ph/VDGWR
Reposted by Rosalind Rei
"Another poor harvest in 2025 could force the government to lower or remove the 40 per cent wheat import tax, making India more reliant on costly imports at a time of volatile global food prices."
www.independent.co.uk/climate-chan...
www.independent.co.uk/climate-chan...
Summer arrives early and puts India’s staple wheat crop at risk
Key wheat-growing regions could see temperatures rise 6C above average
www.independent.co.uk
March 1, 2025 at 10:52 AM
"Another poor harvest in 2025 could force the government to lower or remove the 40 per cent wheat import tax, making India more reliant on costly imports at a time of volatile global food prices."
www.independent.co.uk/climate-chan...
www.independent.co.uk/climate-chan...
Trump is fundamentally uninterested in the industrial race with China. This is what makes media coverage that reads the Ukraine deal through the prism of US geoeconomic strategy so ludicrous.
www.reuters.com/technology/t...
www.reuters.com/technology/t...
Trump wants to kill $52.7 billion semiconductor chips subsidy law
President Donald Trump said on Tuesday U.S. lawmakers should get rid of a landmark 2022 bipartisan law to give $52.7 billion in subsidies for semiconductor chips manufacturing and production and use the proceeds to pay debt.
www.reuters.com
March 5, 2025 at 8:20 AM
Trump is fundamentally uninterested in the industrial race with China. This is what makes media coverage that reads the Ukraine deal through the prism of US geoeconomic strategy so ludicrous.
www.reuters.com/technology/t...
www.reuters.com/technology/t...
Reposted by Rosalind Rei
DR Congo stops cobalt exports in attempt to halt sliding prices
https://www.ft.com/content/1d4f5517-545c-47cb-b9f4-f7c48607919a
https://www.ft.com/content/1d4f5517-545c-47cb-b9f4-f7c48607919a
DR Congo stops cobalt exports in attempt to halt sliding prices
World’s top producer of metal used in electric vehicle batteries moves to counteract ‘overabundance of supply’
www.ft.com
February 24, 2025 at 6:51 PM
DR Congo stops cobalt exports in attempt to halt sliding prices
https://www.ft.com/content/1d4f5517-545c-47cb-b9f4-f7c48607919a
https://www.ft.com/content/1d4f5517-545c-47cb-b9f4-f7c48607919a
Vietnam's reliance on both US markets & Chinese investments now puts its export-led development & independent foreign policy at risk
It is a key example of how Chinese overcapacity plus US protectionism are placing immense pressures on the middle powers that benefited from China+1 shorturl.at/6b8fk
It is a key example of how Chinese overcapacity plus US protectionism are placing immense pressures on the middle powers that benefited from China+1 shorturl.at/6b8fk
Chinese investment surge into Vietnam raises risk of Donald Trump retaliation
Shifts to avoid trade war have increased Hanoi’s vulnerability as surplus with US has grown
www.ft.com
February 25, 2025 at 3:21 PM
Vietnam's reliance on both US markets & Chinese investments now puts its export-led development & independent foreign policy at risk
It is a key example of how Chinese overcapacity plus US protectionism are placing immense pressures on the middle powers that benefited from China+1 shorturl.at/6b8fk
It is a key example of how Chinese overcapacity plus US protectionism are placing immense pressures on the middle powers that benefited from China+1 shorturl.at/6b8fk
China has just announced sweeping export controls on metals used across defence, clean energy and other industries, minutes after an additional US 10% tariff on Chinese goods came into effect.
www.reuters.com/world/china/...
www.reuters.com/world/china/...
China’s curbs on exports of strategic minerals
China announced sweeping export controls on Tuesday targeting five metals used across defence, clean energy and other industries, minutes after an additional 10% tariff on Chinese goods imposed by U.S. President Donald Trump came into effect.
www.reuters.com
February 4, 2025 at 9:57 AM
China has just announced sweeping export controls on metals used across defence, clean energy and other industries, minutes after an additional US 10% tariff on Chinese goods came into effect.
www.reuters.com/world/china/...
www.reuters.com/world/china/...
As the US looks inward, China looks out: this article moves between the shop floors of Asia and intercontinental supply chains to show how US tariffs are pushing Chinese businesses to globalise.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
China's businesses brace for impact of Trump tariffs - BBC News
Trump has threatened a 10% levy from 1 February - but his campaign included 60% tariffs against Chinese imports.
www.bbc.co.uk
February 1, 2025 at 10:00 AM
As the US looks inward, China looks out: this article moves between the shop floors of Asia and intercontinental supply chains to show how US tariffs are pushing Chinese businesses to globalise.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
Reposted by Rosalind Rei
In total market cap, the Nvidia selloff today is a little bit bigger than if the entire listed market of Mexico went to zero.
January 27, 2025 at 4:19 PM
In total market cap, the Nvidia selloff today is a little bit bigger than if the entire listed market of Mexico went to zero.
China consumed twice as much steel 2000 to 2020 as the US did during the entire 20th century.
Recent stimulus measures are a drop in the ocean compared to the forces that drove this economic boom, underwritten by demographics & urbanisation.
tinyurl.com/ubmn36wa
Recent stimulus measures are a drop in the ocean compared to the forces that drove this economic boom, underwritten by demographics & urbanisation.
tinyurl.com/ubmn36wa
The China commodities supercycle is over. Will there be another?
Chinese demand for steel and iron ore has finally peaked. The industry hopes the energy transition will spark a new boom, but it will be shaped by geopolitical competition
tinyurl.com
January 15, 2025 at 9:23 AM
China consumed twice as much steel 2000 to 2020 as the US did during the entire 20th century.
Recent stimulus measures are a drop in the ocean compared to the forces that drove this economic boom, underwritten by demographics & urbanisation.
tinyurl.com/ubmn36wa
Recent stimulus measures are a drop in the ocean compared to the forces that drove this economic boom, underwritten by demographics & urbanisation.
tinyurl.com/ubmn36wa
Part of why China was able to smash its EV sales targets a decade ahead of schedule was its success in scaling LFP batteries.
With virtually all LFPs made in China, any ban on their tech could cripple the development of affordable EV supply chains in the West.
www.mining.com/web/china-pl...
With virtually all LFPs made in China, any ban on their tech could cripple the development of affordable EV supply chains in the West.
www.mining.com/web/china-pl...
China flexes lithium dominance with plans for tech-export curbs - MINING.COM
Beijing proposes including battery cathode material preparation technology to its catalog of applications that are subject to export bans or restrictions.
www.mining.com
January 10, 2025 at 9:44 AM
Part of why China was able to smash its EV sales targets a decade ahead of schedule was its success in scaling LFP batteries.
With virtually all LFPs made in China, any ban on their tech could cripple the development of affordable EV supply chains in the West.
www.mining.com/web/china-pl...
With virtually all LFPs made in China, any ban on their tech could cripple the development of affordable EV supply chains in the West.
www.mining.com/web/china-pl...
Republicans blame environmental regulation in California wildfires, a foretaste of what's to come in the US' climate response www.politico.com/news/2025/01...
Trump, Musk unleash on California Democrats over wildfires
The catastrophic wildfires that tore through Los Angeles early Wednesday have quickly turned political.
www.politico.com
January 10, 2025 at 9:28 AM
Republicans blame environmental regulation in California wildfires, a foretaste of what's to come in the US' climate response www.politico.com/news/2025/01...
Sheinbaum has little incentive to push back against Mexico's historic role as a 'vertical border', with ambitious social programmes that depend on defending US export markets & nearshoring investments.
www.reuters.com/world/americ...
www.reuters.com/world/americ...
Mexico detains almost half a million migrants heading to US in last quarter
Mexican security forces have detained about 475,000 irregular migrants since October, authorities said on Friday, as U.S. President-elect Donald Trump threatens Mexico with tariffs unless it stops illegal migrants from arriving at the shared border.
www.reuters.com
December 28, 2024 at 12:18 PM
Sheinbaum has little incentive to push back against Mexico's historic role as a 'vertical border', with ambitious social programmes that depend on defending US export markets & nearshoring investments.
www.reuters.com/world/americ...
www.reuters.com/world/americ...
China is reportedly moving to protect its assets in neighbouring Myanmar as rebel groups chip away at government-controlled territory.
Chinese foreign direct investments into Myanmar extend across mining, oil, hydropower, and agribusiness.
www.irrawaddy.com/news/myanmar...
Chinese foreign direct investments into Myanmar extend across mining, oil, hydropower, and agribusiness.
www.irrawaddy.com/news/myanmar...
Myanmar Junta Planning Joint Security Firm with China
The regime has announced that it is working on a deal with Beijing to establish a bilateral company to protect Chinese projects and personnel in Myanmar.
www.irrawaddy.com
December 14, 2024 at 10:18 AM
China is reportedly moving to protect its assets in neighbouring Myanmar as rebel groups chip away at government-controlled territory.
Chinese foreign direct investments into Myanmar extend across mining, oil, hydropower, and agribusiness.
www.irrawaddy.com/news/myanmar...
Chinese foreign direct investments into Myanmar extend across mining, oil, hydropower, and agribusiness.
www.irrawaddy.com/news/myanmar...