أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Global electric vehicle sales surpassed 21 million units in 2025, with EVs now accounting for 25% of passenger car sales, more than doubling since 2022.

China's $120 billion investment in overseas mining and mineral processing projects since 2023 has significant implications for critical minerals essential for clean energy and decarbonization technologies, raising concerns about debt risks and market dominance.

Zimbabwe's surprise ban on raw lithium exports has scrambled global battery supply chains, affecting local mining operations and potentially disrupting the production of lithium-ion batteries.

China's Yahua Industrial Group has begun constructing a lithium sulfate plant in Zimbabwe, driven by the country's efforts to upgrade mining processing operations.

Angola's state oil firm, Sonangol, is seeking to diversify into critical minerals such as lithium, uranium, and quartz, despite reporting a slightly lower net profit for 2025 compared to 2024.

Core Lithium has sold a stockpile of ore from its idled Finniss mine to Glencore, aiming to restart the project.

Argentina's lithium and uranium boom may undermine its energy sovereignty as global superpowers pursue its resources, potentially impacting its economic growth and independence.

Tianqi Lithium Corp.

The article highlights Europe's reliance on China for clean energy minerals and materials, emphasizing the need for strategic autonomy and industrial renaissance to reduce vulnerability.

The electric vehicle industry is facing a crisis due to the growing demand for EV capacitors, which have ballooned to a $5.32 billion market, as the shift to 800V architectures poses technical challenges.

China's futures exchange is intervening in the lithium market due to violent price swings, aiming to manage market risks.

The article argues that Europe's reliance on China for critical raw materials is a policy choice rather than a resource problem, suggesting that the imbalance is the result of political and industrial decisions rather than geological constraints.