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#Critical Minerals

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Oct 2Fri
  1. pv magazine USA

    McKinsey report finds fragmented trade raises U.S. solar and storage costs

    McKinsey & Company's Global Energy Perspective 2026 finds that under its "Fragmented Energy Order" scenario, tariffs and trade restrictions raise U.S. clean-technology costs, with battery energy storage facing the largest premium among low-carbon assets at a 40% to 50% increase in capital expenditure, driven by cathode material tariffs, critical mineral bottlenecks and supply chain localization barriers. The report says broad duties on steel and aluminum add indirect capital costs to balance-of-system components, including aluminum frames, which it puts at roughly 14% of total solar panel production costs, and steel used in ground-mounted tracking and racking.

Sep 14Mon
  1. Federal Register · Commerce ITA (AD/CVD)

    Commerce continues AD orders on silicon metal from Bosnia and Herzegovina, Iceland and Malaysia, and CVD order on Kazakhstan silicon metal

    Commerce is publishing a notice continuing the antidumping duty orders on silicon metal from Bosnia and Herzegovina, Iceland and Malaysia and the countervailing duty order on silicon metal from the Republic of Kazakhstan, after Commerce and the ITC determined that revocation would likely lead to continuation or recurrence of dumping, countervailable subsidies and material injury. The continuation is applicable September 3, 2026. The orders were first published at 86 FR 20364, 86 FR 20365 and 86 FR 46677, and the ITC's determination appeared at 91 FR 56670.

May 19Tue
  1. Gov.cn · Latest Policies

    China's State Council publishes implementing regulations for the Mineral Resources Law, effective June 15, 2026

    China's State Council issued Decree No. 839, the Implementing Regulations for the Mineral Resources Law of the People's Republic of China, adopted at the 85th State Council executive meeting on May 9, 2026 and effective June 15, 2026. The regulations cover mining rights, exploration and extraction, mine ecological restoration, strategic mineral reserves and supervision, and provide that imports and exports of minerals and related goods, technologies and services must comply with foreign trade and import-export laws, with items subject to export control also requiring compliance with export control rules.