Ernest Scheyder
@ErnestScheyder
Senior correspondent for @Reuters | Author of THE WAR BELOW, from @OneSignalPub/@SimonSchuster: https://bit.ly/3R1kzNL | Big @TheADDF fan | Maine native
THE WAR BELOW launches today! It’s the untold story of the people and places at the center of the global energy transition, and I’m so excited to share it with you at this crucial time. This is a story for everyone.
Re-upping our Dec 2023 profile on @Ucore and others aiming to boost US rare earths production. $UCU
Western start-ups seek to break China's grip on rare earths refining reuters.com/sustainability… #rareearths #china #energy
Around 90% of renewables cheaper than fossil fuels worldwide, IRENA says reuters.com/business/energ…
AVZ Minerals says Congo deal with KoBold breaches arbitration order reuters.com/world/africa/a…
Can the US #copper tariff address the domestic supply gap? ⬇️ Benchmark data shows that the deficit in refined copper supply is caused by lack of US smelting capacity, rather than a shortfall of raw material. Read more here ➡️ eu1.hubs.ly/H0lR-yQ0
Reminds me of a story I co-wrote 11 years ago contrasting Europe’s declining chemical industry with America’s thriving one: reuters.com/article/market…
Europe's chemical industry seeks a lifeboat to stay in business reuters.com/business/energ…
China embarks on world's largest hydropower dam, capital markets cheer reuters.com/sustainability…
In which THE WAR BELOW gets a shout-out from US Sen. Lisa Murkowski in the @NYTimes! 👏📚👏📚 nytimes.com/2025/07/17/boo…
"Breaking China’s grip on rare earths won’t be quick or cheap. But if the West wants a real alternative, public capital and guarantees as well as market forces will have to do the heavy lifting." reuters.com/commentary/bre…
China now exporting 6 million more cars than it imports. Look at the trend since 2020 2020: jump ball 2021: +1M 2022: +2M 2023: +3M 2024: +4.5M 2025: reverse two handed jam
As the Pentagon makes a groundbreaking investment in @MPMaterials, check out THE WAR BELOW for the complete backstory on America's largest source of rare earths. $MP 📚📖 Get your copy here---> a.co/d/cKWrXhF
Rare earths and critical minerals were all over the news this week as factories around the world shut down after China halted exports. Here’s the book that explains how we got here:📚 a.co/d/d1oi2dp
🔊 The US car sector risks becoming like the Cuban car market — cut off from the rest of the world. Hear more on Reuters Econ World podcast reut.rs/4lBPmNy
US President Donald Trump said the Transportation Department is rescinding $4 billion in US government funding for California's High-Speed Rail project reut.rs/4eUE1Wo
Pentagon to keep investing in US critical minerals projects, defense official says reuters.com/world/china/pe…
Zimbabwe's Kuvimba Mining House will begin construction of a $270 million lithium concentration plant at its Sandawana mine in the third quarter of this year, with commissioning expected in early 2027, CEO Trevor Barnard said. reuters.com/world/africa/z…
Dan Yergin: America’s Copper Hunger Increasingly Hard To Feed forbes.com/sites/davidbla…
US rare earth pricing system is poised to challenge China's dominance reuters.com/sustainability…
🚨Statement from Chairman @RepMoolenaar and Ranking Member @CongressmanRaja on the MP Materials and Department of Defense announcement: "As Chair and Ranking Member of the House Select Committee on the Strategic Competition Between the United States and the Chinese Communist…
MP Materials wants to be an American rare-earths champion that can go toe-to-toe with China. Like mining rare earths, it’s a complex and expensive proposition. on.wsj.com/3GLt3FU