Pan American Silver cut at TD Cowen on more challenging outlook ahead
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Turning Point (TPB) Q3 2026 Earnings Call Transcript
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Europe’s Raw Material Future Lies Next Door, If It Does Not Repeat the Past
Europe often discusses critical raw materials as if geographical distance were the central problem. Lithium comes from South America or Australia. Cobalt comes from the Democratic Republic of Congo.
- Ukraine and Western Balkans hold essential raw materials for European industries.
- EU's Critical Raw Materials Act aims for 10% extraction, 40% processing, and 25% recycling by 2030.
- Proximity to European infrastructure offers opportunity, but policy and public trust are crucial.
