US warms to building Brazil critical minerals chain

The United States is signalling a willingness to help develop Brazil’s critical minerals processing industry as Washington seeks access to the country’s vast resources while reducing reliance on China. US embassy sources told MINING.COM that American representatives have stressed in meetings with Brazilian counterparts that they are open to commitments that add value locally, including support for processing and refining. …

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Silver under pressure from US yields, firm dollar

Silver fell sharply on Monday, losing 4.53% on the day to trade around $61.40, with XAGUSD facing heavy selling pressure as elevated US Treasury yields and growing expectations of further interest rate hikes weigh on non-yielding assets. Higher crude oil prices remain at the centre of investors’ concerns. Persistent disruptions to worldwide energy supplies are fueling risks of more persistent …

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TD sees rhodium surplus: supply, price and PGM mine planning takeaways

30 Second Briefing Rhodium is forecast by TD Commodity Strategy to swing to a 20,000‑oz surplus in 2027 after four years of deficits, pushing prices down from about $9,000/oz to $7,600 in 2027 and $6,500 in 2028 as mine and recycled supply rise against flat or falling autocatalyst demand. Above‑ground stocks are seen shrinking to just over three months of …

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