government defines new list of strategic inputs and worries the market with a focus on contracts

The federal government has advanced in state supervision of Brazilian mineral wealth, as reported by Estadão. In a recent meeting held on Thursday, the fifth, the head of the Civil House, Miriam Belchior, released the definitive list of twenty-seven critical and strategic minerals during a meeting promoted by the National Council for the Industrialization of Critical and Strategic Minerals, also called Cimce.

The compendium was categorized into three levels of relevance, according to the vehicle. The first category, considered to be of utmost urgency, includes vital elements for technological innovation and decarbonization, such as rare earths, graphite, lithium, nickel, cobalt, copper, manganese, silicon and uranium.

In turn, the second grouping covers resources of intermediate relevance, a range that includes tungsten, chromium, vanadium, tantalum, titanium, phosphate, potassium and sulfur. Finally, the third division received less urgent status, as detailed by the press.

The aspect that generated the greatest corporate unrest concerns the administration of these inputs. As reported by Estadão, analysis is planned on commercial agreements and corporate participation specifically aimed at high and intermediate urgency blocks.

What changes for the investor

Greater state interference and analysis of commercial agreements and corporate participation increase the regulatory risk for companies linked to the mining and metals sector. Investors closely monitor the impacts of this bureaucracy on the attraction of private capital, legal security and Brazil's competitiveness in the global market for strategic inputs.

Automatically translated from Portuguese.