Rare Earths Supply Chain Remains China-Controlled Despite Diversification Efforts
The U.S. is growing mine output, but no producer yet challenges China’s export and refining leverage.
Lithium Supply Is Diversifying, But China Controls the Value Chain
Global lithium output is expanding in Australia and Chile, but China dominates processing and battery exports, capturing most of the downstream value.
Global Copper Demand Rises as Mine Supply Tightens While China Anchors the Market
Global copper consumption continues to climb, and mine production expands slowly, while refining and demand remain heavily concentrated in China.
China and the Global Critical Minerals and Battery Supply Chain Landscape
Upstream mineral supply is globally distributed, but China remains the dominant actor in the midstream and downstream battery ecosystem.
China Q1 2026 – Comprehensive Role in Global Resources
ANDAMAN PARTNERS reviews the complex, comprehensive and consequential role China plays in global resources.
Zijin Mining: China’s Flagship Global Metals Firm
Rapid growth, astute deal-making and a widening footprint across strategic metals have transformed Zijin into a diversified, global mining firm.
China’s 10 Largest Mining Deals Since 2019: Large Gold, Copper and Lithium Acquisitions
Chinese mining M&A surged in 2019-2025, as China locked in supply-critical metals across Africa and Latin America.
Rare Earths: The Global Implications of China’s Leading Role
China’s concentration of production, processing and exports has created structural dependencies with wide-ranging effects on critical industries.
China’s Entrenched Role as the World’s Leading Supplier of Mining Equipment and Consumables
China dominates global exports across mining-related product categories, underscoring its indispensable role in global mining supply chains.
ANDAMAN PARTNERS at SAIMM Valuation Conference 2025
Kobus van der Wath delivered a keynote address at the International Mineral Asset Valuation Conference 2025.