In global race for critical minerals, China identifies dozens of new reserves
View: Source Deposit in Hunan province has an estimated 490 million tonnes of lithium ore and 1.31 million tonnes of lithium oxide, report says. China identified 38 new sites of mineral reserves in the first half of this year, discoveries that are expected to help the country meet its resource security goals. The Ministry of Natural Resources said on Thursday that …
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Taking Advantage of a Disparity in Lithium Stocks’ Performance
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Kay
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July 11, 2025
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Battery Metals, July, Metals, News
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View: Source I have said it before a few times, but, in general, if a market move doesn’t make sense to me, the first thing I do is check my own assumptions. It is, after all, much more likely that I have made a mistake in my analysis than it is that the collective wisdom of thousands of highly paid experts …
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Explaining the ‘copper conundrum’ in the wake of Trump’s 50% tariff threat
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Kay
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July 11, 2025
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Base Metals, July, Metals, News
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0 Comments
View: Source Call it a copper conundrum: with a 50% US tariff on refined copper imports set for 1 August, the global copper market is already seeing distortions. The premium for copper in the United States over the London Metal Exchange (LME) has widened, fuelling a rush of shipments into the US ahead of the new tariff. According to UBS, US …
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