AGP Executive Report
Last update: an hour agoCritical Minerals & Rare Earths: The US House passed the DOMINANCE Act (H.R. 7037) to counter China’s near-total control of rare earth processing, with a plan to build allied extraction and processing hubs including Australia. Solar Waste Outlook: A report flags China’s fast PV build-out is setting up a major end-of-life module wave from around 2030, with waste volumes rising sharply through mid-century. Lithium Extraction Deal: Anson Resources signed a definitive Direct Lithium Extraction demonstration agreement with POSCO for its Green River project in Utah, targeting plant operations in 2027. Energy Security & Storage: RWE opened Australia’s first 8-hour battery storage system, while other storage developments point to growing long-duration and grid-scale momentum. COP31 Fossil Fuel Pressure: Campaign groups urged Australia and Turkey to “lead by example” by cutting fossil fuel reliance ahead of COP31, as a global electricity-in-demand target takes shape. Weather Risk Watch: El Niño is strengthening concerns for Australia’s drought risk and wider extreme weather impacts, with knock-on implications for power and fuel markets.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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