-
'Ukraine's Recovery Depends On Sustainable Investment,' Experts Call For Trilateral Minerals Deal
Monday, March 24, 2025 - 2:43pm | 587Read More...Experts urge the U.S. to collaborate with the European Union to secure assets in Ukraine’s critical minerals, arguing that a joint partnership would be the best solution for everyone involved. Dr. Patrick Schroder and Armida van Rij, senior research fellows at Chatham House, advocate for a...
-
Trump Invokes An Act From 1950s To Boost Domestic Mineral Industry
Friday, March 21, 2025 - 7:39am | 615Read More...President Donald Trump has invoked the Defense Production Act (DPA) to accelerate the development of the domestic mineral industry, aiming to reduce the reliance on imports and bolster supply chains. By signing an executive order on Thursday, Trump used the DPA, originally conceived by President...
-
Copper Surges As Arbitrage Opportunity Drives US Imports
Thursday, March 20, 2025 - 7:58am | 485Read More...Copper prices have surged above $10,000 per metric ton on the London Metal Exchange (LME) for the first time since October. On LME, copper has gained 14% year-to-date, while U.S. copper futures surged 26%. The price differential widened to $1,200 per metric ton, creating arbitrage opportunities....
-
Glencore Looks For Canadian Operational Efficiency As Zinc Competition Stiffens
Monday, March 17, 2025 - 11:29am | 582Read More...Anglo-Swiss diversified mining giant Glencore (OTCPK: GLCNF) is pursuing further consolidation of its copper and zinc assets. After job cuts, a $1.5 billion impairment, and a pause of its smelting operation in the Philippines, the company is looking to implement efficiency measures for its Canadian...
-
Panama Greenlights Cobre Panama's Exports, Setting Stage For Future Negotiations
Friday, March 14, 2025 - 8:32am | 513Read More...Panama has shown interest in resolving the future of the shuttered Cobre Panama mine after President Jose Raul Mulino authorized the export of 120,000 tons of copper concentrate stockpiled at the site since its closure in December 2023. "I authorized that they take out the material that is grounded...
-
Goldman Sachs Sees Copper Imports Increasing Ahead Of Tariffs As FCX Positions To Benefit (UPDATED)
Thursday, March 13, 2025 - 5:45pm | 649Read More...Editor’s Note: The headline has been updated for clarity. Goldman Sachs forecasts a surge in U.S. copper imports soon, driven by expectations of tariffs from President Donald Trump's administration. Per Reuters' report, the investment bank expects a 25% duty on copper imports by year's end,...
-
Gold Hits Record Highs As Trade War Fears Fuel Safe-Haven Demand: Mining Stocks Soar
Thursday, March 13, 2025 - 11:57am | 699Read More...Gold's strong rise continues, with the precious metal hitting a fresh record on Thursday as investors rush to shield their portfolios from mounting trade tensions and economic uncertainty. Spot gold as tracked by the SPDR Gold Trust (NYSE:GLD) traded at $2,969 per ounce at 10:52 a.m. ET, gaining 1....
-
Interior Secretary Calls For 'Mine, Baby, Mine,' Promising Cost Savings From Deregulation
Thursday, March 13, 2025 - 8:02am | 507Read More...U.S. Interior Secretary Doug Burgum called for increased activity in the commodity sector, urging industry leaders to seize opportunities on public lands. At the CERAWeek energy conference in Houston on Wednesday, Burgum noted the need for higher domestic production and reduced dependence on...
-
This Mineral Mining Company Is Poised To Benefit From China Tensions: Analyst
Tuesday, March 11, 2025 - 10:41am | 389Read More...Westwater Resources Inc (NYSE:WWR) is poised to become a "key player" in the U.S. natural graphite sector, as it continues to create a vertically integrated supply chain, according to HC Wainwright. The Westwater Resources Analyst: Analyst Heiko Ihle initiated coverage of Westwater Resources with a...
-
Iron Ore Production To Accelerate Until 2030, Study Says
Tuesday, March 11, 2025 - 7:50am | 631Read More...The global iron ore market could increase production over the next five years, with output surging as high as 2.92 billion tons by 2029. This trend could put additional pressure on leading exporters like Australia, whose currency has declined by around 20% against the U.S. dollar since 2015. Per...
-
Activist Renews Calls For Listing Unification As Rio Tinto Abandons $5 Billion Equity Offering
Monday, March 10, 2025 - 11:10am | 473Read More...Activist investor Palliser Capital has renewed its call for Rio Tinto (NYSE:RIO) to unify its dual-listed corporate structure, urging the miner to abandon its London listing in favor of an Australian one. Reuters reported that the London-based hedge fund sent a letter to Rio Tinto’s chairman...
-
DR Congo Explores Minerals-For-Security Deal With The US
Monday, March 10, 2025 - 7:39am | 478Read More...The United States is considering a potential partnership with the Democratic Republic of Congo (DRC) to secure access to critical minerals, following discussions initiated by a senior Congolese official. According to the Financial Times, the DRC proposed a minerals-for-security deal, offering...
-
Germany Could Meet Its Lithium Needs From Domestic Sources, Study Says
Friday, March 7, 2025 - 8:40am | 475Read More...A new study said Germany could have enough lithium to meet its long-term domestic needs. Sourcing domestic commodities would help its weakened automotive industry reduce reliance on imports – a welcome development in a deglobalized environment. The study by the Federal Institute for Geosciences and...
-
MMG Pauses Cobalt Production In Congo As Price Hits Historic Lows
Thursday, March 6, 2025 - 11:39am | 565Read More...Chinese state-owned miner MMG has mothballed production at its cobalt processing plant in the Democratic Republic of Congo just 15 months after starting the operation. What Happened: According to Bloomberg, the Chinese miner cited "unfavorable cobalt market conditions" as the primary reason for...
-
Platinum Set For Another Year Of Deficits, As Supply Constraints Outpace Falling Demand
Thursday, March 6, 2025 - 8:12am | 599Read More...The platinum market is set for its third consecutive year of deficits, as supply constraints and weak recycling rates have driven the forecasted shortfall of this valuable commodity by over 50%. The latest report from the World Platinum Investment Council (WPIC), the deficit in 2025 will be as much...
















