The backers of a rare earths mining project in the arid plains of western South Africa say they have the answer to challenging China’s dominance in global supply chains – a by-product that is also crucial to the clean energy transition.
Producing rare earths used to make permanent magnets for wind turbines and electric vehicles (EVs) can be complex and is often unviable due to the costs, helping to explain the European Union’s decision to put the Zandkopsdrift project on its list of “strategic” mining ventures to reduce its dependence on China.
“We’re expected to be … the lowest-cost producer of magnet rare earths outside China,” Philip Kenny, chair of project owner Frontier Rare Earths, said in a media statement in February.
Zandkopsdrift aims to produce 4,000 metric tons of magnet rare earths per year by 2030 – equal to 17% of the EU’s projected needs. Last month, the miner signed an agreement with French company Carester SAS, which will separate and process the mine’s rare earths at a large-scale facility being built in France.
Central to the company’s business plan for Zandkopsdrift’s rare earths output is a by-product – battery-grade manganese, which the project aims to produce more cheaply than anywhere else in the world.
Manganese is increasingly used in the cathodes of lithium-ion EV batteries. Manganese-rich lithium-ion batteries significantly reduce the need for other minerals such as nickel and cobalt, which have been associated with social and environmental impacts in the Democratic Republic of the Congo and Indonesia. However, nearly all of the manganese sulphate used in batteries is currently produced by China.
“We will be the lowest (battery-grade manganese) cost producer in the world. We will have a production cost approximately 20% of China’s,” James Kenny, the company’s CEO, told an EU minerals conference in Brussels last year.
‘Untested’ processing route
While the model is promising, combining rare earth extraction with battery-grade manganese production at a commercial scale is an untested processing route, said Gaylor Montmasson-Clair, an energy consultant and analyst based in Pretoria.
“The production costs claimed are certainly eye-catching and, if verified, would be disruptive,” said Montmasson-Clair, who specialises in issues related to the transition to a green economy.
“However, there is a significant gap between prefeasibility projections and operational reality,” he said, noting that commercial production of rare earths is particularly sensitive to rates of mineral extraction and the costs of chemicals involved in the process.
The project – which will produce the rare earth compounds neodymium, praseodymium, dysprosium and terbium oxide – remains at the feasibility stage, with a Definitive Feasibility Study due for completion in mid-2027.
“We won’t know the true cost curve until the definitive feasibility study is complete and, ultimately, until the plant is running,” Montmasson-Clair added.
Frontier Rare Earths did not respond to repeated requests for comment.
Troubled mining legacy
The project fits in with South Africa’s aim to become a key supplier of critical minerals as countries scramble to secure up supplies of rare earths – a group of 17 elements that are needed to produce a diverse range of goods, including technologies for the clean energy transition.
President Cyril Ramaphosa signed a partnership on critical minerals with the EU in November, and the Industrial Development Corp (IDC), a state development finance institution, has invested $20 million in Zandkopsdrift.
Like other countries with a long and troubled mining legacy, South Africa wants to ensure that the mistakes of past mining booms are not repeated.
That means limiting the damage and disruption to the surrounding environment and communities, creating local jobs and adding value to raw materials exports by processing minerals domestically.
A commitment to meeting higher standards
Frontier Rare Earths has committed to an assessment by the US-based Initiative for Responsible Mining Assurance (IRMA), a voluntary global certification system for socially and environmentally responsible mining that gives miners an opportunity to show they are going beyond compliance.
“The intention is for the IRMA Standard to be useful early in the planning and development process so that future mines are developed in ways that reduce harm from the start,” Aimee Boulanger, IRMA’s executive director, told Climate Home News.
“The full audit report is made public, including the score for each requirement and the auditors’ notes on what evidence they found,” Boulanger said.
Steps pledged by the company for Zandkopsdrift include water-recycling systems to minimise consumption in the semi-arid Namaqualand region where it lies, local procurement targets and tailings storage facilities that are designed to prevent acidic mine drainage.
Additionally, under South Africa’s flagship Black economic empowerment programme, local communities will also hold a 26% stake in the project.
And as a means to add value and create extra jobs, the IDC holds an option to buy up to 10% of Zandkopsdrift’s production at prevailing market prices, subject to it being used in further downstream processing in South Africa.
“That clause is crucial,” said Montmasson-Clair. “It suggests Pretoria sees value beyond simply digging and exporting. The question is whether South Africa has the industrial capacity to absorb that material, or whether this will catalyse new local beneficiation industries.”
“Who actually benefits?”
Despite the promises of economic benefits, some local people in Namaqualand are wary about the prospect of new mining projects in the semi-desert region, formerly a major diamond-producing area.
Water shortages are a constant worry here, especially among small-scale cattle farmers, and memories of past environmental abuses by mining companies linger.
“We have seen these promises before,” said Sarah Baartman, chair of the Namaqualand Communities Mining Forum, a group formed to demand greater control over mining activities on their land due to concerns over environmental degradation and a lack of economic benefits and public consultation.
“The question is always: who actually benefits? Every mining company says they will be different. Then the water tables drop, dust coats our livestock, and when the mine closes, we are left with contaminated land.”
The post South African rare earths project aims to rival Chinese with low-cost model appeared first on Climate Home News.
South African rare earths project aims to rival Chinese with low-cost model
Climate Change
India looks to untapped graphite riches for slice of critical minerals boom
Tucked among forested slopes and pristine valleys in a corner of northeastern India, young villagers have been busy knocking on doors – hoping to convince sceptical elders that graphite mining would bring much-needed jobs to their distant region.
“The youth in our village migrate to cities for work. What’s better than to have jobs near home?” Gollo Doni, a farmer and secretary of the local youth association, told Climate Home News as he and other members in their 20s discussed the latest meetings between locals and representatives of Oil India Limited (OIL), a state company exploring graphite and vanadium reserves in Arunachal Pradesh.
The mining plans in the state, which is home to more than one-third of India’s graphite reserves and the subject of a sovereignty dispute with China, reflect a push by the Indian government to position itself as a leading producer of battery-grade graphite as the mass rollout of batteries for electric vehicles (EVs) and power storage drives demand for the mineral.
An average electric car contains about 60 kg of graphite anode materials, according to the International Energy Agency, and the graphite supply chain is heavily dominated by China, which produces about 80% of the world’s natural graphite and controls more than 90% of global refining.
As Western countries seek to reduce their dependency on China, India’s reserves of graphite and other minerals vital for the switch to clean energy have caught governments’ attention, with Germany signing a critical minerals partnership agreement in January.
Ambitious plans
But hurdles remain to India’s ambitious plans to ramp up critical minerals output, both to position itself as an alternative to China and to meet its own fast-growing needs.
India has a target for 30% of new vehicle sales to be electric by 2030, and demand for EV lithium batteries looks set to surge close to 35-fold between 2023 and 2035, according to S&P Global Mobility, driven by growth in two- and three-wheelers in the country of 1.4 billion people.
Although domestic manufacturing of EV batteries is expanding, the sector remains at an early stage and India depends heavily on imports from China, South Korea and Japan.

At the same time, it wants to get graphite processing off the ground, aiming to turn its reserves of the mineral – which rank among the world’s 10 biggest – into higher value battery-grade supplies.
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With exploration already underway, the next step should be starting discussions about developing processing facilities – including support from foreign partners, said Kaira Rakheja, South Asia energy analyst at the Institute for Energy Economics and Financial Analysis (IEEFA).
“These exploration and extraction projects have a long gestation period. So even if discussions on processing start now, it will still take a while,” she said, noting India’s simultaneous push to create “rare earth corridors” encompassing every step of production.
Hurdles ahead
India’s graphite reserves are mainly of a lower grade, however, making processing for use in battery anodes more complex, while the country is a late entrant.
“We are not a big player in the market and have missed the bus,” said Aditya Ramji, director of the Global South Clean Transportation Centre at the University of California, Davis.
While exploration work is already underway at several sites in Arunachal Pradesh, and at some places in eastern and southern India, production will take at least two years to start, said Tana Tage, director at the Centre for the Earth Sciences and Himalayan Studies, OIL’s local partner and holder of a 10% stake in the Phop project.


A mine would create about 300 jobs and the project’s partners are discussing options for processing the site’s medium- to high-grade graphite locally, Tage added, despite voicing concern about a lack of technological know-how.
“India does not have the large-scale, advanced processing capabilities to achieve the ultra-high purity levels required for EV batteries and clean technologies,” he told Climate Home News.
Diversification drive
Despite such challenges, industry experts say India could benefit from the push to find sources of battery graphite other than China.
“We can’t beat China in this space, but we can still create a space for ourselves in buying and selling, as everyone is looking for a space to diversify,” said Rishabh Jain, fellow at the Council on Energy, Environment and Water, a New Delhi-based think-tank.
India’s government hopes the bilateral memorandum of understanding (MoU) signed with Germany could help.

As well as pledging cooperation on critical minerals exploration, the declaration envisions the exchange of know-how to add value through processing and recycling, facilitating investment and building the supply chain resilience of both countries. That could include identifying joint research projects and facilitating cooperation between industry players.
“India and Germany will work together to mutually strengthen supply chains in the field of critical minerals,” a spokesperson for the German government’s energy strategy said. “We will encourage companies to build strong ties in terms of knowledge sharing, offtake agreements and investments.”
Germany is already supporting several domestic projects focused on converting graphite into battery anode material – valuable experience that could potentially be shared with India, said Rakheja. In return for shared technical expertise, India offers a strong pool of workforce talent and a big market.
“This way, both partners can look beyond China,” she said.
India sets achievable green electricity and emissions intensity targets
The MoU, which is non-binding, is “a good start”, said Svenja Schöneich, a senior advisor at the NGO Germanwatch, adding that it was thin on details, including on how to add value to India’s critical mineral resources.
“The partnership document should figure out the problem of local value creation. It should also consider that it can’t really skip processing through China,” Schöneich said.
An official at India’s Mining Ministry did not respond to requests for comment.
Trade deals and tax breaks
Beyond the five-year German accord, India has implemented numerous policy measures aimed at securing its own supplies of critical minerals and adding value to its mineral exports, for example by signing favourable trade deals. Last year, India’s graphite was granted zero-duty access to the US, just as the tariffs on Chinese graphite imports climbed to a high 160%.
When the government announced the national budget in February, it included a raft of financial measures aimed at kickstarting a plan to process minerals domestically – the details of which are expected to be announced in the coming months.
They included zero customs duty on critical mineral inputs and enhanced tax deductions for exploration, while the government’s production-linked incentive (PLI) scheme allocated the equivalent of $1.87 billion to build domestic battery cell manufacturing.
Before that can happen, progress on new mining – such as the Arunachal Pradesh graphite projects – is vital, Jain said.
“We are in 2026, and looking to move towards a cleaner world. This is the future,” he said.
The state government in Arunachal Pradesh agrees. It called last year for fast-tracked environmental permitting for graphite projects, new infrastructure around mine sites and reforms to avoid legal disputes that could hold the sector back.

Back in the village of Phop, youth association secretary Doni said that while reluctant residents did not raise an objection to OIL’s preliminary exploration licence, he fears a bigger fight ahead.
Tage said up to 3,000 people could ultimately be displaced if the project proceeds, raising questions about whether economic benefits would outweigh the social and environmental costs.
“It has been difficult to make the elders agree to actual mining,” Doni said, as he and other young villagers sipped on sweet tea in a thatched mountain house. “We are trying to convince our elders that mining will not only bring resources for the nation, but bring us jobs here.”
The post India looks to untapped graphite riches for slice of critical minerals boom appeared first on Climate Home News.
India looks to untapped graphite riches for slice of critical minerals boom
Climate Change
The loss and damage fund needs far more finance to deliver climate justice
Wamuyu Manyara is country director for Trócaire Malawi and Tarcizio Kalaundi is its climate resilience officer.
This week, the Fund for responding to Loss and Damage (FRLD) faces a significant decision that will determine its ability to address the harms being done by climate change.
Discussions on the Fund’s Resource Mobilisation Strategy must get the scale and accessibility of the Fund right. Failure to do so would risk undermining its role to channel finance to countries experiencing loss and damage, and undermine obligations to climate justice and human rights.
This discussion could not come at a more pressing time. As loss and damage (L&D) continues to escalate globally, and as the world teeters perilously close to the Paris Agreement’s critical 1.5C warming limit, the FRLD also faces the very real danger of running out of funding in 2027.
As Nigeria rails at loss and damage “mirage”, fund boss assures money is coming
Experts calculate that in 2025, L&D finance needs for climate-vulnerable countries may have reached USD$937 billion. Last year’s major impacts included a series of extremely destructive cyclones that hit the Philippines, estimated to have caused over $5 billion in losses, while in Jamaica, the losses and damage caused by Hurricane Melissa were estimated at $12.2 billion.
The bill for just one of these disasters would exhaust the Fund’s existing resources many times over. While the costs and human rights violations rack up, almost four years after being agreed at COP27, the FRLD remains critically underfunded.
Pledges to the Fund ($822 million) are just a fraction of 1% of annual loss and damage needs, and only around half of those pledges ($448 million) have been paid into the Fund so far.
Meanwhile, those who have done nothing to cause the climate crisis are facing its worst – and intensifying – impacts and are being left to foot the bill for the damages already incurred, not to mention the severe non-economic costs to communities. It is therefore crucial that the FRLD’s Resource Mobilisation Strategy urgently brings in far more L&D finance.
Contributor conundrum
Many developed states will claim that additional countries should provide L&D finance. This, however, is a distraction – particularly considering the deep abyss between the contributions of developed states that are obligated to pay and their fair share as calculated according to their wealth and historical emissions. Furthermore, some states and regions that are currently not obligated to contribute are already doing so.
Analysis reveals that, even in the highly inequitable scenario where all states including those who have contributed nothing to causing the climate crisis were to pay towards L&D finance, wealthy countries would still be responsible for the vast majority of L&D finance.
The Fund’s Resource Mobilisation Strategy must focus political discussions on the ability of rich and highly polluting states to raise public, grant-based L&D finance that is new and additional to existing climate finance obligations and overseas development assistance.
Developed states have the means to pay and the FRLD should introduce mandatory and progressive mechanisms to make the biggest polluters, including the ultra-rich and fossil fuel corporations, pay for their climate harms.
African impacts
Increasingly unpredictable seasons and more frequent and extreme events are driving food insecurity, malnutrition, displacement and other human rights risks in climate-vulnerable countries, and communities facing these escalating and compounding impacts must be centred in FRLD policies.
In Ethiopia, 2023 saw 24 million people affected by five back-to-back failed rains leading to severe food and water shortages, including a 90% crop loss in drought-affected areas. Eleven million people required food assistance, and over 500,000 people were displaced. Meanwhile, the 2023–24 floods and the 2024 Gofa landslide disrupted or destroyed health facilities, displaced thousands, and led to outbreaks of cholera, malaria, and measles.
Comment: Let’s tax luxury air travel to fund climate adaptation and loss and damage
Today, Somalia is facing one of its most severe drought emergencies in recent history driven by climate extremes. Malnutrition rates continue to exceed projections and previous devastating records, with 1.9 million children in Somalia acutely malnourished.
In Malawi, child stunting had significantly reduced, but climate impacts are now affecting children’s growth and development. Tropical Cyclone Freddy in 2023 was one of the worst on record, causing over 1,200 deaths, displacing half a million people, and causing damages exceeding $500 million. Recovery needs for four major disasters between 2015 and 2023 are estimated at $1.7 billion, equivalent to more than a quarter of Malawi’s 2026-2027 budget.
Funding for communities
Access to community grants in the southern African country, however, has catalysed local responses to L&D that coordinate around immediate and long-term needs and restoring livelihoods.
Direct access to the FRLD for climate-vulnerable countries and communities, with community-centric planning, is essential to ensure that the Fund can respond to the needs of people experiencing the worst impacts of climate change, through prompt and flexible mechanisms that do not hinder recovery options.
Stepping up to fill the FRLD through an ambitious and needs-based Resource Mobilisation Strategy is the bare minimum that wealthy states can and must do. It is, after all, an obligation that flows from the international duties of cooperation and prevention of harm, and from the obligation to provide reparation when harm occurs. Failure to do so would further erode climate justice and human rights for communities on the frontline of loss and damage.
The post The loss and damage fund needs far more finance to deliver climate justice appeared first on Climate Home News.
The loss and damage fund needs far more finance to deliver climate justice
Climate Change
Woodside “SLAPP suit” against climate campaigners an attempt to silence growing opposition to drilling at Scott Reef
SYDNEY, Thursday 9 July 2026 — Greenpeace Australia Pacific has condemned Woodside’s legal pursuit of concerned community members for their 2023 climate protest, calling it an attempt to silence and intimidate growing opposition to plans to drill for oil and gas at Scott Reef.
Woodside has revived litigation against Western Australian community members in the Supreme Court of Western Australia relating to a three-year-old protest to bring attention to the harmful effects of Woodside’s gas expansion on climate and cultural heritage.
It comes as public opposition to Woodside’s plans to drill over 50 gas wells at Scott Reef continues to mount.
David Ritter, CEO at Greenpeace Australia Pacific, said: “In the face of growing opposition to Woodside’s plans to drill over 50 gas wells at Scott Reef, this smacks of Woodside trying to intimidate and bully everyday Australians into submission.
“But the community won’t be silenced on this. Woodside’s plan to drill for gas at the pristine, magnificent Scott Reef, risking precious marine wildlife like turtles and whales, oceans and the climate, is a disaster waiting to happen.
“This SLAPP* suit is part of an alarming global trend of corporate bullies using bad-faith legal tactics to intimidate and silence people exercising their democratic right to protest. Companies like Woodside should not be allowed to use the courts to suppress public participation.
“WA has a proud history of civil protest to establish many of the rights, freedoms and benefits that we now celebrate. The whales that West Australians now love so much would not have been saved without protest. This kind of action by Woodside is intended to silence such protest. A healthy democracy depends on everyday people being free to speak out without fear of corporate intimidation.”
-ENDS-
Notes for editor
*SLAPP stands for “Strategic Lawsuit Against Public Participation”. It is a legal tactic used by powerful corporations, particularly within the fossil fuel industry, to censor, intimidate, and silence critics by burdening them with the high costs of a legal defense until they abandon their environmental advocacy or protests.
Media contact
Lucy Keller on 0491 135 308 or lucy.keller@greenpeace.org
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