The Metalnomist
Independent metals/mining analyst covering offtakes (tungsten), new bauxite projects, DRC copper/cobalt supply and geopolitics; links to detailed writeups.
Idaho Antimony Plant Boosts U.S. Defense Supply Chain
USAC and Americas plan an Idaho antimony processing plant to strengthen North American supply and defense access. https://www.metalnomist.com/2026/04/us-antimony-processing-plant-in-idaho.html
EU Leaders, CEOs Demand ETS Reform, Clearer CBAM
EU leaders and CEOs push for ETS reform and stronger CBAM clarity to protect industrial competitiveness. https://www.metalnomist.com/2026/04/eu-ets-and-cbam-reform-moves-to-center.html
DRC Copper Climbs 10%, Cobalt Shipments Plunge
DRC copper output rose 10pc in 2025 as major mines expanded, while cobalt shipments plunged under export controls. https://www.metalnomist.com/2026/04/drc-copper-output-growth-accelerates-as.html
FE Mottram Expands Titanium Scrap Capacity in Estonia
FE Mottram is adding roasters, crushers, and backup furnace capacity to strengthen titanium scrap processing in Estonia. https://www.metalnomist.com/2026/04/fe-mottram-ferro-titanium-expansion.html
Eramet's Nickel Quota Slashed 70%, Threatening Indonesian Supply
Eramet’s Weda Bay Nickel received a 70pc lower 2026 quota, raising new concerns over Indonesian ore supply. https://www.metalnomist.com/2026/04/eramet-weda-bay-nickel-quota-cut-raises.html
Jindal Stainless Expands Specialty Steel, Cuts Imports via PLI
Jindal Stainless signed an MoU under India’s PLI scheme to expand specialty steel and reduce import dependence. https://www.metalnomist.com/2026/04/jindal-stainless-specialty-steel.html
Hanzhong Zinc Adds 30 T/Yr Indium, Bol
Hanzhong Zinc commissioned new 30 t/yr indium capacity, strengthening China’s by-product metals supply chain. https://www.metalnomist.com/2026/04/hanzhong-zinc-indium-capacity-expansion.html
Aluminum Peaks at Four-Year High Amid Geopolitical Tensions
Aluminum hit a new four-year high as Middle East tensions, higher oil prices, and supply fears lifted metals. https://www.metalnomist.com/2026/04/aluminum-four-year-high-signals-rising.html
Monte Muambe Rare Earth Project Secures USTDA Backing
Altona’s Monte Muambe rare earth project in Mozambique gained USTDA support, boosting development credibility. https://www.metalnomist.com/2026/04/monte-muambe-rare-earth-project-gains.html
Three Firms Launch Multi-Year Program for New PGM Applications
Johnson Matthey, Sibanye-Stillwater, and Valterra launched a multi-year programme to develop new PGM applications. https://www.metalnomist.com/2026/04/pgm-technology-partnership-targets-new.html
Lobito Corridor Accelerates Traceable DRC Copper, Cobalt Exports
EGC and Trafigura shipped copper and cobalt through the Lobito corridor, opening a faster export route for traceable DRC minerals. https://www.metalnomist.com/2026/04/lobito-corridor-copper-and-cobalt.html
Osaka Titanium Slashes Sales Forecast Amid Weak Demand
Osaka Titanium cut its sales forecast as aerospace inventory adjustment and weak industrial demand hurt titanium sponge sales. https://www.metalnomist.com/2026/04/osaka-titanium-sales-forecast-cut.html
Aperam Earnings Drop Amid Weak European Stainless Prices
Aperam earnings fell as weak European stainless prices offset stable shipments and cost savings. https://www.metalnomist.com/2026/04/aperam-stainless-steel-earnings-fall-as.html
US‑India Deal Set to Boost Energy, Metals, Tech Trade
The US-India trade deal could expand energy, metals, aircraft, and technology trade while reducing tariff pressure. https://www.metalnomist.com/2026/04/us-india-trade-deal-could-reshape.html
Stellantis Exits NextStar JV, Heralds New Battery Ownership Model
Stellantis will exit its NextStar battery JV stake, signaling a new ownership model for North American battery plants. https://www.metalnomist.com/2026/04/stellantis-nextstar-battery-jv-exit.html
