The strategy for developing Canada’s critical minerals needs a rethink

View: Source Prime Minister Mark Carney deserves credit for putting the subject of critical minerals at the top of his agenda, alongside port development and other key infrastructure, as his Liberal government aims to sidestep the United States and its current problematic leadership. Carney’s pro-mining stance is a welcome change from his predecessor, Justin Trudeau, whose government put roadblocks in front …

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Will Ending of EV Subsidies Impact Palladium Demand, Prices?

View: Source Between early April and October 2025, palladium prices rose over 95% from $870 to nearly $1,700 per troy ounce, rising in lockstep with gold, silver and platinum over the same period. Prices for all four metals, however, corrected sharply in late October. The global inflation narrative that fueled the rally has three primary elements: Many countries including Brazil, China, …

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Commerzbank raises base metal outlook but cuts nickel forecast amid soaring premiums

View: Source Commerzbank raises short-term price outlook higher for most base metals, including copper, zinc, and aluminum. Nickel is the exception, with Commerzbank scaling down its price forecast due to well-supplied market. US aluminum import premiums hit an all-time high, driven by US tariffs and declining LME inventories. The recent sharp price increase in base metal prices have prompted Commerzbank AG …

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