New deals sharpen South America’s critical minerals edge

Mining09-04 04:47

South America is moving to turn its vast mineral wealth into a coordinated production and investment hub as governments race to secure critical minerals for energy, technology and defence. Chile, ...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew deals sharpen South America’s critical minerals edge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-04 04:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.mining.com/new-deals-sharpen-south-americas-critical-minerals-edge/><strong>Mining</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>South America is moving to turn its vast mineral wealth into a coordinated production and investment hub as governments race to secure critical minerals for energy, technology and defence.\nChile, ...</p>\n\n<a href=\"https://www.mining.com/new-deals-sharpen-south-americas-critical-minerals-edge/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IBAT","symbol_name":"IShares Energy Storage & Materials ETF","start_time":0,"source_url":"https://www.mining.com/new-deals-sharpen-south-americas-critical-minerals-edge/","article_id":"2665355849","we_media_id":null,"thumbnails":["https://www.mining.com/wp-content/uploads/2026/09/el-pachon.png"],"rights":{"source":"mining_highlight","url":"https://www.mining.com/new-deals-sharpen-south-americas-critical-minerals-edge/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2665355849","pubTimestamp":1788468420,"columns":[],"sourceInfo":{"source_id":"mining_highlight","name":"MINING.COM"},"weMediaInfo":null,"summary":"Four nations are aligning mining policy as looming supply gaps increase the strategic value of…","collect":0,"end_time":0,"defaultTopTitle":"mining.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IBAT":"IShares Energy Storage & Materials ETF","GSFP":"Goldman Sachs Future Planet Equity ETF","HALX":"Tuttle Capital Heavy Assets Low Obsolescence ETF","WDIG":"WisdomTree Efficient Rare Earth Plus Strategic Metals Fund","CRIT":"Optica Rare Earths & Critical Materials ETF","BK4585":"ETF&股票定投概念","POW":"VistaShares Electrification Supercycle ETF","BK4588":"碎股","TURF":"T. 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Brazil has about a quarter of global graphite reserves and 15% of rare earth reserves, according to the report.\nThe WEF said Latin America’s competitive advantage extends beyond the scale of its deposits to the complementary resources and industrial capabilities spread across its economies. At the same time, Western efforts to reduce exposure to China are directing mining investors towards new markets, putting the region near the front of the queue, Machado said.\nThe new declaration seeks to capitalize on those advantages by coordinating policy in areas including geology, regulation, suppliers, skills and financing.\nOne treaty, $20.7 billion\nChile and Argentina are already putting that approach into practice. The countries have cleared operating protocols for major cross-border projects, reducing uncertainty where mineral deposits cross an international boundary but encounter separate permitting and operating regimes.\nClearer rules could make such projects easier to plan and finance. Still, unions, communities and provincial governments are likely to push to retain jobs, investment and revenue on their side of the border.\nAccording to Chilean mining and economy minister Daniel Mas, reviving the mining integration treaty with Argentina would unlock more than $20.7 billion in investment and add 540,000 metric tons of copper a year to the market.\n\nArgentina, Chile revive cross-border mining framework for investment\n\nThe larger challenge is turning South America’s geological strength into the industrial capacity needed to capture more value from its resources rather than simply exporting mined material.\nBrazil’s newly approved critical-minerals framework illustrates that ambition. It pairs roughly $1 billion in tax incentives and a new guarantee fund with a drive to expand domestic refining and production of batteries and magnets.\nThe support comes with tighter government oversight. A new council will be able to scrutinize foreign partnerships, ownership changes and mining titles, creating a trade-off between incentives for downstream development and greater state control over investment.\n\nColombia scraps 10 mining restrictions to lure investors\n\nVerisk Maplecroft’s country-risk data identifies Argentina, Brazil, Chile and Peru as attractive critical-minerals markets because they combine large deposits with relatively lower resource-nationalism risks and improving operating environments.\nBut geological potential and regional agreements alone will not unlock the capital needed to develop them. Permitting, fiscal stability and policy continuity will determine whether South America can convert its mineral power play into new mines, processing capacity and a lasting place in global supply chains.\nSouth America has the resources to wield greater influence over critical-minerals supply. The harder task is creating the investment conditions to turn them into production.\n\nLatin America has been at the centre of a growing global power struggle this year, as governments and investors focus on who controls critical minerals and the supply chains behind them.If the region matters to you, don’t miss MINING.COM’s regional series tracking the geopolitical forces reshaping it and why markets are increasingly driven by global alliances as much as local politics.\nOther countries in the series:\n\nArgentina\nBolivia\nColombia\nChile\nVenezuela","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.49.0","shortVersion":"4.49.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2665355849","isCrawlerRequest":true}