Resource Nationalism in 2026: A Four-Country Comparative Analysis
Gabon, Ghana, the Democratic Republic of Congo, and Indonesia: Four distinct approaches to the same playbook, and where each gets stuck.
Source: 矿立方深度报道
comprehensiveanalysis
Structured analysis on supply chains, prices, policies and demand.
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How Guinea's Railway Has Twice Tripped Up RUSAL
An alumina transport train derailed, halting exports—but more notably, the plant had already been struggling with fuel shortages prior to the derailment.
Source: 矿立方深度报道
aluminumanalysis
Codelco Cuts Copper Output by 11%: The Issue Runs Deeper Than a Single Accident
Before the shadow of the fatal accident has even lifted, Andes Norte is once again halted due to earthquake risks—revealing that troubles at the world's largest copper producer run deeper than they appear on the surface.
Source: 矿立方深度报道
copperanalysis
Indonesia Revises Nickel Ore Prices: World's Largest Nickel Supplier Begins Redistributing Industry Chain Profits
On September 15, a new regulation slashed the benchmark price for low-grade nickel ore by 45%, just months after taxes were increased on high-grade ore in April.
Source: 矿立方深度报道
nickelanalysis
India's Manganese Ore Supply: Constraints Easing from Both Ends
MOIL has cut prices for the third consecutive month, while the Belkundi mine, which had been shut down for 17 years, is seeing a turnaround toward resumption of production.
Source: 矿立方深度报道
manganeseanalysis
MOIL Vows Global Nickel and Manganese Hunt: Ambitious Expansion Targets Clash with Persistent Price Slump
The company aims to double its production to 3.5 million tonnes by 2030-31 and explore for minerals in Ghana, Mozambique, and Zambia; however, its own manganese ore quotations have seen consecutive price cuts over the past four months.
Source: 矿立方深度报道
manganeseanalysis
The Panama Copper Mine Shortfall Is Real
However, the claim that 'copper prices will rise to $10,000' may stem from two years ago.
Source: 矿立方深度报道
copperanalysis
EU Withdraws Scrap Aluminum Ban
Appears to be a concession to India, but in reality, it is merely a slower blade.
Source: 矿立方深度报道
aluminumanalysis
South African Manganese Miners Unite to Push for Railway Reform
With nearly 10 million tonnes of manganese ore still relying on truck transport in 2025, miners are now bringing capital and long-term commitments. However, South Africa has previously failed to deliver on similar reform pledges more than once.
Source: 矿立方深度报道
manganeseanalysis
Bahrain Aluminum Production Rebounds to 80% of Capacity, but Post-Conflict Challenges Remain for Gulf Aluminum
The CEO of Bahrain Aluminum described the incident as merely a "minor attack."
Source: 矿立方深度报道
aluminumanalysis
From Shortage to Surplus
Why did this cycle in alumina reverse so quickly?
Source: 矿立方深度报道
aluminumanalysis
Gold-Silver Ratio Widens Over the Week: Apparent Flight to Safety Masks Internal Reallocation Within Precious Metals
From September 11 to 14, the gold-silver ratio rose from 67.31 to 68.15.
Source: 矿立方深度报道
goldanalysis
Tin at 420,000 Yuan: Is It a Genuine Shortage, or Has Supply Risk Been Priced In?
If Wa State resumes production, to what extent will the global tin ore shortage be alleviated? How much risk premium is actually embedded in this price?
Source: 矿立方深度报道
generalanalysis
Resumption of Production Wave: Alumina Returns to Oversupply
Can the cost floor hold the price bottom? The extent of the oversupply is hidden in Guinea's ore prices.
Source: 矿立方深度报道
aluminumanalysis
Vale Shelves IPO: Brazil's Version of 'Resources Cannot Be Sold to Outsiders'
A spin-off listing, three years in the making, was halted at the final stage by political intervention—echoing a shared contemporary challenge seen in Gabon and Indonesia.
Source: 矿立方深度报道
copperanalysis
Ghana's Calculus: Securing a 30% Gold Stake First, Then Blocking Raw Ore Exports
New regulations took effect on September 1st, with a zero raw ore export target set for 2030. This resource sovereignty experiment by a major gold-producing nation faces three unavoidable hurdles.
Source: 矿立方深度报道
copperanalysis
Four South American Nations Sign a Declaration That Makes No Production Commitments
Chile, Argentina, Bolivia, and Peru have joined forces on lithium and copper cooperation—yet the declaration contains not a single word about production caps or quotas.
Source: 矿立方深度报道
lithiumanalysis
India Returns to Zambia for Copper: Talks Collapsed in April, and a 2018 Plant Closure Undermined India’s Self-Sufficiency
According to Reuters on September 1, two sources familiar with the matter revealed that India has resumed investment negotiations with Zambia in the fields of copper and other critical minerals.
Source: 矿立方深度报道
copperanalysis