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Structured register of government actions in the geoeconomic space — export controls, tariffs, sanctions, FDI screening, subsidies, industrial-policy laws — cross-referenced into the country, minerals, and ETF surface. Charter: docs/IPTM_CHARTER.md.
Severity 1-5 is the qualitative impact rating (1=minor, 5=structural). The bilateral-trade-grounded quant scorer is the next IPTM milestone. RBI (Register Breadth Index) is a complementary structural-breadth indicator from scripts/py/iptm/breadth.py; divergence between RBI and severity is itself informative (high-sev / low-RBI = strategic chokepoint; low-sev / high-RBI = broad but shallow). Every action has at least one primary source URL. Verify-or-don't-file. See also themes, timeline, graph, sankey, map, country exposure, sector exposure, material exposure (+ graph), weekly briefs, portfolio scan, escalation monitor, trans-shipment hubs. Internal triage tools (RSS-poller candidate feed, source-feed health) live under /admin/candidates + /admin/sources. Subscribe via Atom feed (accepts ?country=CN, ?material=lithium, ?issuer=BIS, ?type=export_control, ?etf=SOXX, ?company=NVDA, ?minSeverity=4, ?year=2026, ?q=…) or pull /api/iptm/actions.
The White House announced over $2 billion in direct federal investment across eight critical-minerals and battery-material companies, funded through the Department of War (formerly DOD), the Export-Import Bank, and the Development Finance Corporation. The largest awards are $1.4 billion to Sila Nanotechnologies for silicon-carbon battery anodes and lithium-ion cell manufacturing, $400 million to Sunrise Energy Metals for a scandium value chain, and $150 million to Niron Magnetics for rare-earth-free permanent magnet production in Minnesota. An additional $180 million was committed to mining-workforce education across 17 schools.
On 15 January 2026, Canada Growth Fund Inc. (CGF), a CAD 15bn federal Crown investment vehicle, announced it will lead an up to US$85 million structured financing for Mangrove Water Technologies Ltd. (Mangrove Lithium), a British Columbia-based lithium refiner. CGF's own commitment is up to US$65 million, alongside continued participation from existing investors Breakthrough Energy Ventures and BMW i Ventures; the CGF tranche closed concurrently with a separate CAD 9 million loan from National Bank of Canada backed by the federal Clean Technology Manufacturing Investment Tax Credit. Proceeds commission Mangrove's 1,000-tonne-per-annum Single Stack Plant in Delta, BC and advance development of a planned 20,000-tonne-per-year full-scale plant, with the government citing the deal as reducing reliance on overseas lithium processing and building an onshore mining-to-refining supply chain.
On 3 December 2025, Export Finance Australia (EFA) disclosed a €120 million (~AU$196 million) loan commitment to Vulcan Energy Resources' Phase One Lionheart Project in Germany's Upper Rhine Valley, which will produce battery-quality lithium hydroxide monohydrate (LHM) from geothermal brine while co-generating renewable heat and power. The loan is part of a syndicated, multi-country export-credit package alongside Germany's KfW Raw Materials Fund, the European Investment Bank, Export Development Canada, Denmark's EIFO, France's Bpifrance Assurance Export, and Italy's SACE, financing a project with total capital cost of ~€2.193 billion (~AU$3.9 billion). Phase One targets 24,000 tonnes per annum of LHM, enough for roughly 500,000 electric vehicles.
France's Ministry of Industry and Energy, under Minister Marc Ferracci, announced a EUR 200 million green-industry tax credit (crédit d'impôt au titre des investissements dans l'industrie verte, C3IV) for Imerys' EMILI project at Échassières (Allier) — France's first domestic lithium mining and refining operation. The award was made as the project's total construction cost was revised up to EUR 1.8 billion. Once operational (targeted 2030), the site is expected to produce 34,000 tonnes of lithium hydroxide per year, enough to supply around 700,000 electric vehicles and cover over 20% of French battery factories' lithium needs. The award was announced alongside a wider package of C3IV support: seven critical-metals projects received a combined ~EUR 809 million in tax credits, part of ~EUR 5.4 billion in supported critical raw materials investment nationally.
Korea Trade Insurance Corporation (K-SURE), a Korean government export-credit agency, announced on 4 August 2025 a US$1bn (~KRW 1.4tn) financial guarantee backing LG Chem's construction of a cathode material plant in Clarksville, Montgomery County, Tennessee. The facility is being built in a first phase for roughly KRW 2tn, with 60,000 tons/year of NCMA (nickel-cobalt-manganese- aluminum) cathode capacity — described by K-SURE as the largest cathode material production line in the United States, sufficient for around 600,000 electric vehicles. K-SURE stated this is the first US investment guarantee issued following the Korea-US tariff negotiation, under which Seoul agreed to channel a large bilateral investment package into the United States; the guarantee lets LG Chem access lower-cost, longer-tenor financing from global banks for the project.
Business Finland granted €115.4 million in investment aid under Finland's EU-TCTF-aligned clean transition aid scheme to Easpring Finland New Materials Oy for the construction of a cathode active material (CAM) factory in Kotka. The €800 million total project is a joint venture majority-owned (70%) by China's Beijing Easpring Material Technology Co. Ltd. (300073.SZ), with Finnish Minerals Group (30%) as the Finnish state minority partner. At full capacity of 60,000 tonnes/year the plant will supply CAM for approximately 750,000 EV battery packs annually; first product samples are targeted for summer 2026 with commercial production in 2027.