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Sosthène P.-M. Ung

@sostheneung.bsky.social
619 followers 1.7K following 166 posts

Critical Minerals & Materials in Canada Shining 💡 on phosphorus 🧪 ⚗️ Ph.D. @ C.-J. Li lab 🎓 @Transition Accelerator @McGill University Chemistry @Fudan University @ENSCM Chimie Montpellier Opinions expressed are my own sostheneung.com

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Reposted by Sosthène P.-M. Ung
The Transition Accelerator @transitionaccelerator.ca · 29/09/2026
Canada has what it takes to compete in the new energy economy. What's been missing is a clear map. Canada's Opportunity Playbook assesses 160+ technologies across 14 sectors to show what's ready to scale now. Explore the tool: playbook.transitionaccelerator.ca
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The Transition Accelerator @transitionaccelerator.ca · 14/09/2026
Clean electric technologies are reshaping energy demand around the globe. Adair Turner will unpack what that means for Canadian competitiveness at our Global Energy Outlook Forum hosted with l'Institut de l'énergie Trottier. Read more: ow.ly/71Rs50ZNxpY
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International Energy Agency @iea.org · 10/09/2026
The geographic concentration of critical mineral supply chains continues to grow, especially for refining Rare earths are the exception. The top supplier's share fell from 90% in 2023 to 85% in 2025 This shows progress is possible with policy support 👉 buff.ly/sjiRSNY
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Clean Energy Canada @cleanenergycanada.org · 17/08/2026
In this week's Clean Energy Review: Why Canada’s critical minerals have untapped EU export potential, the impacts of repealing Canada’s EV standard, and how wind and solar are slashing household bills abroad. #cdnpoli
us2.campaign-archive.com
A Critical Moment
Why Canada’s critical minerals have untapped EU export potential, the investment impacts of repealing Canada’s EV standard, and how wind and solar are slashing household bills abroad
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Sosthène P.-M. Ung @sostheneung.bsky.social · 16/08/2026
New report from @cleanenergycanada.org about critical minerals trade opportunities between Canada and Europe! #criticalminerals #EU #canada
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The Transition Accelerator @transitionaccelerator.ca · 12/08/2026
CIBC Capital Markets dives into critical mineral supply chains, the global power shift & Canada's sustainable finance taxonomy, citing International Energy Agency's new Global Critical Minerals Outlook 2026. 🇨🇦 Learn more: ow.ly/WoaU50Zz08m
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Elizabeth V @geolizzy.bsky.social · 10/08/2026
An article for kids on what critical minerals are, but adults can learn from this too. kids.frontiersin.org/articles/10....
kids.frontiersin.org
What are Critical Minerals?
The Earth is made of minerals, and things made from minerals are all around you. Anything that contains batteries or wires or any type of metal came from minerals. There would be no smartphones or com...
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Sosthène P.-M. Ung @sostheneung.bsky.social · 09/08/2026
academic.oup.com/oxrep/articl... New paper that looks very interesting, especially because it is a critical-minerals-economy 101 that aims to show the complexity of the sectors beyond base metal commodity economics. Studying this space really needs interdisciplinary concepts! #criticalminerals
academic.oup.com
From ores to outcomes: lessons for economists from science and engineering in the critical minerals scramble
Abstract. Critical raw materials (CRMs) differ from bulk commodities: markets typically are smaller, costs higher, technologies more complex, and supplies
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The Transition Accelerator @transitionaccelerator.ca · 15/07/2026
Competitiveness is built, not found. Industrial strategy is how countries make it happen. Minister Joly came back from China with partners, platforms, and a path to learning in the auto sector — the three things a serious industrial strategy runs on. Learn more: ow.ly/jBpe50ZnSoO
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Sosthène P.-M. Ung @sostheneung.bsky.social · 07/07/2026
This is really big news for Canada: expanding the Trail smelter's capacity to separate more germanium and antimony, and perhaps starting the separation of gallium. www.teck.com/news/news-re...
teck.com
Teck, Canada Growth Fund and Canada Critical Minerals Accelerator sign Agreement to Support Strategic Metals Production at Trail Smelter
Today, Teck Resources Limited (“Teck”), Canada Growth Fund Inc. (“CGF”), and Natural Resources Canada (“NRCan”)’s Canada Critical Minerals Accelerator announced that they have signed a Strategic Inves...
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The Transition Accelerator @transitionaccelerator.ca · 21/06/2026
A resource to support First Nations leadership in critical minerals: our plain-language report with First Nations Major Projects Coalition maps the value chain, barriers, and roles for communities engaging on their own terms. ow.ly/65Xe50ZbTt9
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The Transition Accelerator @transitionaccelerator.ca · 18/06/2026
Canada currently exports raw copper from BC mines overseas for processing, revealing a critical missing piece in our copper supply chain. Building a smelter on home soil would capture that value in Canada, creating supply chain resilience and reducing reliance on foreign processing.
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Sosthène P.-M. Ung @sostheneung.bsky.social · 16/06/2026
Great article on North American deposits of rare earth and how to compare them to support further development. Canada definitely has opportunities www.sciencedirect.com/science/arti.... #criticalminerals #rareearth
sciencedirect.com
Onshoring North American rare earth mining
We evaluated 28 drill-tested North American (NA) rare earth element (REE) deposits and their suitability for commercialization to supply domestic end-…
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Pembina Institute @pembina.org · 14/06/2026
There’s a labour shortage in our critical minerals sector. 👷⛏️ And without the people who extract, process, and refine critical minerals — powering EV batteries to clean tech — our #CleanEnergy transition is at risk. buff.ly/WqfrR7R
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Sosthène P.-M. Ung @sostheneung.bsky.social · 27/05/2026
The critical minerals story goes well beyond mining: It’s about competitive, inclusive value chains. It’s about First Nations’ rights, participation, and ownership. And it’s about developing and connecting major projects differently. 1/9
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The Transition Accelerator @transitionaccelerator.ca · 26/05/2026
We’re proud to support FNMPC's new report, The Critical Minerals Value Chain: What First Nations in Canada Need to Know, a plain-language report intended to help First Nations leadership navigate the critical minerals value chain. Read the full report: ow.ly/PEJS50Z2N6E
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The Nickel Nerd @ltrytten.bsky.social · 20/05/2026
So in my critical minerals world, I’ve done 2 podcasts in the last month. This is the first one, focusing on #nickel in a Canadian context. Note that this is before the last couple of weeks of gyrations on the Sherritt International saga. www.asiapacific.ca/podcast/mine...
asiapacific.ca
Minerals Matter: Forging the Future with Canadian Nickel
In this episode of Minerals Matter, we sit down with Lyle Trytten to discuss the intricacies of global nickel supply chains in Canada and beyond!
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The Nickel Nerd @ltrytten.bsky.social · 15/05/2026
The critical minerals story nobody seems to be following in Canada is what the USA has done to Cuba and Canada’s Sherritt International. The place where I learned much about metals and minerals. Sherritt has a refinery just outside Edmonton. It started up in 1954. #yeg @sostheneung.bsky.social
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Sosthène P.-M. Ung @sostheneung.bsky.social · 07/05/2026
Sherritt suspending its Cuban JV participation, the feed inventory for the Fort Saskatchewan nickel plant can last until mid-June sherritt.com/sherritt-pro...
sherritt.com
Sherritt Provides Update on Joint Venture Activities in Cuba - sherritt
NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES TORONTO – Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) provides the fo...
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Sosthène P.-M. Ung @sostheneung.bsky.social · 06/05/2026
Le gouvernement français a publié hier un plan pour renforcer la souveraineté industrielle, allant de la séparation des terres rares à la fabrication d'aimants permanents. www.entreprises.gouv.fr/la-dge/actua... #rareearths #criticalminerals
entreprises.gouv.fr
Plan national de résilience « Terres rares et aimants permanents » : renforcer la souveraineté industrielle et sécuriser les approvisionnements | Direction générale des Entreprises
Le plan national de résilience « Terres rares et aimants permanents » a pour objectif de sécuriser les approvisionnements et de structurer une filière industrielle stratégique pour réduire la dépendan...
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Sosthène P.-M. Ung @sostheneung.bsky.social · 01/05/2026
How should Canada design industrial policy for critical minerals in a world shaped by shifting market demand and geopolitical competition? Strong conversation with @bentleyallan.bsky.social + Pascale Massot @transitionaccelerator.ca @asiapacificfdn.bsky.social 🎧 www.asiapacific.ca/podcast/mine...
asiapacific.ca
Minerals Matter: Market Demand and Global Partnerships
Bentley Allan explores how Canada's Critical Minerals Strategy 2.0 can be restructured to meet the domestic needs of Canadian businesses with Pascal Massot.
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Sosthène P.-M. Ung @sostheneung.bsky.social · 29/04/2026
www.theglobeandmail.com/business/eco... Fertilizers in Canada: With a dominant share of global potash supply in SK, plus natural gas/hydrogen potential for nitrogen, some phosphate deposits, and local sulfur production; there is definitely a play for an interesting national strategy for fertilizer!
theglobeandmail.com
Growing discontent: Why it’s time for Canada to consider a national fertilizer strategy
Canada’s fertilizer strategy is fragmented and outdated, relying on other countries to safeguard its food supply, one expert says
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Sosthène P.-M. Ung @sostheneung.bsky.social · 27/04/2026
Should Canada build a new copper smelter? Despite challenging economics, there are more and more strategic arguments to reinforce copper processing magazine.cim.org/en/managemen...
magazine.cim.org
Does Canada need a new copper smelter?
As demand for copper surges, Canada is weighing whether building a new domestic copper smelter and refinery makes strategic sense despite tough economics
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Sosthène P.-M. Ung @sostheneung.bsky.social · 21/04/2026
Interesting note from Karen Hui at @asiapacificfdn.bsky.social on the current helium supply disruption and the opportunities for Canada www.asiapacific.ca/publication/... #criticalminerals
asiapacific.ca
Iran Conflict Sparks Helium Shock, Threatens Global Chip Supply
Conflicts in the Middle East have triggered a helium shortage that is rattling high-end chipmakers, with cascading consequences across global supply chains.
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Sosthène P.-M. Ung @sostheneung.bsky.social · 08/04/2026
A timely new report for those who want to learn more about the rare earth and magnet value chains
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Sosthène P.-M. Ung @sostheneung.bsky.social · 30/03/2026
unctad.org/publication/...
unctad.org
Critical minerals, critical decisions: Industrial policy for the energy transition |
The global shift to low-carbon energy is mineral-intensive. Lithium, copper, nickel, cobalt, graphite and rare earth elements are essential for batteries, renewable power and advanced manufacturing.
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Sosthène P.-M. Ung @sostheneung.bsky.social · 19/03/2026
theconversation.com/global-coppe...
theconversation.com
Global copper demand outstrips supply, threatening electrification and industrial growth
There’s lots of copper in the ground, but demand is already outstripping usable supply – and the shortfall is likely to get worse.
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Sosthène P.-M. Ung @sostheneung.bsky.social · 12/03/2026
IEA piece from last week about why copper prices are rising while treatment and refining charges for processing are so low (negative) www.iea.org/commentaries...
iea.org
Copper prices have hit record highs, but smelters face mounting strategic pressures – Analysis - IEA
Copper prices have hit record highs, but smelters face mounting strategic pressures - A commentary by Shobhan Dhir, Mari Nishiumi, Tae-Yoon Kim
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Sosthène P.-M. Ung @sostheneung.bsky.social · 11/03/2026
After the US & MP materials, Japan and Australia are also adopting the CfD-style model for rare earths. wcsecure.weblink.com.au/pdf/LYC/0306... Australian REE producer Lynas and JARE (Japan Australia Rare Earths B.V.) signed a long-term off-take agreement with interesting pricing mechanisms 1/3
wcsecure.weblink.com.au
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Sosthène P.-M. Ung @sostheneung.bsky.social · 10/03/2026
www.theglobeandmail.com/business/art...
theglobeandmail.com
Canada’s lack of mineral processing capabilities is a defence vulnerability, committee hears
Reliance on foreign refining could expose Canada to supply disruption, export controls and geopolitical pressure, experts say
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The Transition Accelerator @transitionaccelerator.ca · 04/03/2026
Today's announcement of an interprovincial-territorial electricity partnership is an important step towards building the reliable, affordable, and resilient electricity system that will power Canada’s future. Read our statement on the agreement: transitionaccelerator.ca/news-and-ins...
transitionaccelerator.ca
National Energy Corridor is an important step towards setting electrons free
Today’s announcement of a first-of-its-kind interprovincial-territorial electricity partnership is an important step towards the reliable, affordable, and resilient electricity system that will power ...
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Sosthène P.-M. Ung @sostheneung.bsky.social · 24/02/2026
A neat figure from the latest IEA report ⬇️
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Sosthène P.-M. Ung @sostheneung.bsky.social · 24/02/2026
New IEA report on clean energy supply chain data www.iea.org/reports/clea...
iea.org
Clean Energy Technology Supply Chain Data – Analysis - IEA
Clean Energy Technology Supply Chain Data - Analysis and key findings. A report by the International Energy Agency.
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The Transition Accelerator @transitionaccelerator.ca · 10/02/2026
Our Future Economy team is growing: transitionaccelerator.ca/careers We're looking for two analysts to help put Canada on the path to a competitive clean economy. If you're an expert on critical minerals or industrial policy you're creating transformational change, let us know!
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The Transition Accelerator @transitionaccelerator.ca · 10/02/2026
As the lines between economy and security are increasingly blurred, Canada needs a broader vision for national security. Read our VP Future Economy Bentley Allan on why Canada needs an economic security act like Japan's in today's Financial Post: ow.ly/QIGe50YctQl
ow.ly
Opinion: The rupture is here: Why Canada needs an economic security act like Japan's
Japan's approach is exactly what Canada needs: a targeted, collaborative approach to building essential capabilities. Read more.
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Sosthène P.-M. Ung @sostheneung.bsky.social · 09/02/2026
This⬇️
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Sosthène P.-M. Ung @sostheneung.bsky.social · 06/02/2026
The 2026 edition of the USGS Mineral Commodity Summaries is out! www.usgs.gov/centers/nati...
usgs.gov
Mineral Commodity Summaries
Published on an annual basis, this report is the earliest Government publication to furnish estimates covering nonfuel mineral industry data. Data sheets contain information on the domestic industry s...
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International Energy Agency @iea.org · 30/01/2026
Stockpiling critical minerals is complex due to their diverse forms Many materials present a range of storage challenges, such as reactivity or sensitivity to humidity Effective stockpiling systems must take these warehousing requirements into account 👉 iea.li/3Z6WZC0
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Chemjobber @chemjobber.bsky.social · 21/01/2026
The 2026 Chemistry Faculty Jobs List has 372 tenure-track positions and 70 teaching-only positions: docs.google.com/spreadsheets... #facultychemjobs #chemsky #chemchat ⚗️🧪
docs.google.com
The 2026 Chemistry Faculty Jobs List
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Sosthène P.-M. Ung @sostheneung.bsky.social · 22/01/2026
Canada has significant mineral reserves, but most projects are stuck in pre-production. @cib-bic.bsky.social identifies why: shallow capital markets, low investor familiarity, opaque pricing, infrastructure gaps, and perceived risks of delay. cib-bic.ca/en/work-with... #canada #criticalminerals
cib-bic.ca
Knowledge & research | Canada Infrastructure Bank (CIB)
Research supports understanding and can lead to better informed policy by governments and investment choices by our experts and our partners.
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The Transition Accelerator @transitionaccelerator.ca · 16/01/2026
The agreement between Canada and China is a bold step towards diversifying Canadian trade—but the real test will be whether policymakers can manage the tightrope without triggering U.S. retaliation. Read bentleyallan.bsky.social on today's announcement: ow.ly/Soet50XY3Mj
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Sosthène P.-M. Ung @sostheneung.bsky.social · 16/01/2026
'By combining selective market exposure with potential joint ventures, Canada is borrowing from the playbook that built China’s own manufacturing prowess.' Read @bentleyallan.bsky.social's note on Canada's deal with China here: transitionaccelerator.ca/blog/learn-f...
transitionaccelerator.ca
Learn from the Best: Why Canada's China Deal Could Make Industrial Policy Sense
This morning, Canada and China announced a new strategic partnership including an agreement to facilitate trade in EVs, canola, and steel, as well as broader cooperation on multilateralism and investm...
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Sosthène P.-M. Ung @sostheneung.bsky.social · 16/01/2026
A softening of trade tension between Canada & China www.theglobeandmail.com/canada/artic...
theglobeandmail.com
Canada reaches tariff deal with China on electric vehicles, canola
In a break with the U.S., Ottawa will roll back tariffs on thousands of Chinese-made vehicles in exchange for major cuts to Beijing’s levies on canola and seafood
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Le Devoir @ledevoir.com · 16/01/2026
Cela s’inscrit dans le cadre d’un partenariat stratégique plus large que le Canada est en train de forger avec la Chine.
ledevoir.com
Carney conclut un accord avec la Chine sur les véhicules électriques et le canola
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The Transition Accelerator @transitionaccelerator.ca · 15/01/2026
Mise à jour – Direction : L’Accélérateur de transition a le plaisir d’annoncer la nomination de Moe Kabbara à titre de nouveau PDG, à compter du 1er janvier 2026. Pour en savoir plus, veuillez consulter l’annonce complète sur notre site Web : accelerateurdetransition.ca/blog/moe-kab...
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CSIS | Center for Strategic & International Studies @csis.org · 14/01/2026
"Rebuilding minerals resilience today will require not only new investments and policies, but the deliberate reconstruction of capabilities, institutions, and habits that history shows are far easier to lose than to restore." Read more from @minerals.csis.org: www.csis.org/analysis/min...
csis.org
Minerals at War: Strategic Resources and the Foundations of the U.S. Defense Industrial Base
Across conflicts, the United States used stockpiles, price controls, public financing, and foreign procurement to manage mineral supply shocks—only to dismantle them in peacetime. History shows mineral security demands sustained industrial policy, not episodic investment.
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The Globe and Mail @theglobeandmail.com · 13/01/2026
theglobeandmail.com
Ontario fast-tracks Canada Nickel’s Crawford mine permitting in response to U.S. trade war
Financial hurdles remain for the junior miner
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Sosthène P.-M. Ung @sostheneung.bsky.social · 12/01/2026
Australia will start strategic reserves for REE, Gallium and Antimony www.trademinister.gov.au/minister/don...
trademinister.gov.au
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Sosthène P.-M. Ung @sostheneung.bsky.social · 08/01/2026
A relire sur le Groenland theconversation.com/donald-trump...
theconversation.com
Donald Trump et le Groenland, quand géopolitique et économie s’entremêlent
Les ambitions de Donald Trump pour le Groenland peuvent surprendre, mais les prétentions des États-Unis sur le « continent blanc » ne datent pas d’aujourd’hui. Et les raisons de s’y intéresser ne manq...
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