『China Cuts the Acid Supply, First Quantum Takes the Hit, and Brazil Draws a Line on Critical Minerals』のカバーアート

China Cuts the Acid Supply, First Quantum Takes the Hit, and Brazil Draws a Line on Critical Minerals

China Cuts the Acid Supply, First Quantum Takes the Hit, and Brazil Draws a Line on Critical Minerals

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Today on The Mining Insider: China's ban on sulphuric acid exports takes effect today, May 1 — a structural disruption that threatens roughly a fifth of Chile's copper output and has pushed Copperbelt acid prices near all-time highs of $700 to $800 per tonne in the DRC. First Quantum Minerals reported Q1 2026 results on April 28, posting a net loss of $196 million as Sentinel and Kansanshi both came in below the prior quarter — but raised its 2026 copper production guidance to 405,000 to 475,000 tonnes, citing anticipated Cobre Panama stockpile processing beginning late in Q2. And Brazil's Supreme Court ruled unanimously to uphold a 1971 law restricting foreign ownership of Brazilian rural land, with Justice Alexandre de Moraes explicitly citing critical mineral sovereignty — language that adds fresh complexity to the USA Rare Earth acquisition of Serra Verde. Stories covered: - China sulphuric acid export ban effective May 1, 2026 — impact on copper production in Chile, DRC, and Zambia; Ivanhoe Kamoa-Kakula's structural advantage; Goldman Sachs risk estimates - First Quantum Minerals Q1 2026 results — net loss $196M, Sentinel 45,252 tonnes, Kansanshi 45,345 tonnes, guidance raised on Cobre Panama restart, CEO Tristan Pascall quote - Brazil Supreme Court 9-0 ruling on foreign rural property — Justice de Moraes names lithium, rare earths, nickel; implications for Serra Verde/USA Rare Earth deal closing in Q3 2026 Sources: Bloomberg, Fastmarkets, S&P Global, Mining.com, Mayer Brown, The Rio Times, Ivanhoe Mines, First Quantum Minerals
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