How is Australia positioning itself to meet future lithium demand?

Australia is strategically positioning itself to meet the anticipated surge in lithium demand by expanding its mine production capabilities and enhancing its supply chain. Capacity expansions at key projects, including Pilgangoora are expected to bolster production and drive growth. Furthermore, new refineries are being developed to process lithium domestically. This focus on both extraction and refining aims to reduce reliance on third countries and strengthen Australia's role as a leading global supplier of lithium.

What are the main challenges facing lithium processing and refining in Australia?

Australia faces significant challenges in lithium processing and refining, primarily due to a lack of domestic infrastructure. Currently, about 98% of Australia's spodumene concentrate is exported for processing, mostly to China. While Australia excels in lithium extraction, the processing and refining stages of the supply chain require substantial development. Additionally, there is a need for low-emission processing infrastructure to minimise environmental impacts and ensure compliance with regulatory standards.

What role does battery recycling play in the sustainability of the lithium market in Australia?

Battery recycling is pivotal to the sustainability of the lithium market in Australia, as it addresses both environmental concerns and resource efficiency. Currently, only about 10% of lithium-ion battery waste is recycled, but as the demand for batteries increases, recycling rates are expected to rise significantly. Developing a robust battery recycling industry will not only reduce waste but also create a circular economy where valuable materials are reused.

What innovations are necessary for Australia to maintain its competitive edge in the lithium market?

To maintain its competitive edge in the lithium market, Australia must invest in innovative technologies and sustainable practices. This includes developing direct lithium extraction methods and low-carbon refining technologies that reduce the environmental footprint of lithium production. Strengthening legislative frameworks to encourage domestic refining and battery material production is also essential. Fostering collaboration between academia, industry, and government, along with enhancing community and Indigenous engagement, will be crucial for long-term success.

Mining Technology

Niger Government plans to nationalise Orano-operated Somair uranium JV

The move marks a significant escalation in the ongoing dispute between Niger and the French nuclear fuels company.

The Government of Niger has announced its intention to nationalise the Somair uranium joint venture (JV), currently operated by France's Orano, reported Reuters, citing sources.

The move marks a significant escalation in the ongoing dispute between the West African nation and the French nuclear fuels company.

The statement made on national television pointed to various grievances including the expiration of the mining agreement in December 2023.

“Faced with this irresponsible, illegal, and unfair behaviour by Orano, a company owned by the French state – a state openly hostile toward Niger since 26 July 2023... the government of Niger has decided, in full sovereignty, to nationalise Somair,” the statement declared.

This decision comes amidst deteriorating relations between France and Niger following a military coup in Niger in July 2023.

Orano, which holds a 63% stake in Somair, with the remaining shares owned by Niger's state-owned Sopamin, has been excluded from the operation since the military-led government took over the uranium mine.

The company has been actively seeking legal recourse, pursuing arbitration against Niger and filing lawsuits within the country to contest the state's actions.

Orano has expressed concerns over government interference at Somair, highlighting the detrimental impact on the mine's financial health.

The company operates three mines in Niger through a JV with the government. It has faced significant challenges in the region, including what it describes as the arbitrary arrest, illegal detention and unjust confiscation of property involving its staff and assets.

In May, Orano disclosed that it was contemplating the sale of its uranium assets in Niger due to the breakdown in relations with the country's military-led government.