China steps up control of rare-earth exports citing ‘national security’ concerns

View: Source Tightened grip on minerals used in smartphones and fighter jets coincides with tense US-China trade talks. China has increased restrictions on exports of rare earths and related technologies as Beijing tightened its grip on the products that are critical for use in smartphones and fighter jets. China’s commerce ministry announced the restrictions on Thursday, arguing damage had been caused …

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What critical minerals are on China’s export control list now?

View: Source China on Thursday expanded its export controls over rare earths and related technology in a move to further tighten its grip and dominance on the critical minerals key to the energy transition. Five more medium to heavy rare earth elements – holmium, erbium, thulium, europium and ytterbium – and related material will be added from November 8, China’s commerce …

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Gold’s spectacular three-year rally is breaking all the records

View: Source Gold’s ascent through $4,000 an ounce is yet another milestone in a three-year bull run that has defied die-hard skeptics and broken analytical models that have reliably predicted its rises and falls for decades. Here is the story of how bullion shook off its reputation as a barbarous relic and muscled its way back toward the center of the …

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Why gold is having its biggest year since 1979

View: Source Gold is having a gangbusters year — and that’s typically a red flag about the state of affairs in the world. This week, gold blew past $4,000 an ounce, and some on Wall Street are betting the rally is just getting started. When investors pile in to gold, it’s not usually during good times, but when they feel like the …

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Trillions needed to address critical minerals supply shortfall, McKinsey says

View: Source Nearly US$5tn in capital expenditure could be needed to address a looming shortfall in metals supply, consultancy giant McKinsey says, but low commodity prices continue to make projects uneconomic. McKinsey has long warned that demand for commodities such as copper, nickel and lithium is expected to exceed supply by 2035, with mining projects not expanding quickly enough to keep up with …

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BRICS Just Unveiled the Plan to Replace US Dollar Worldwide

View: Source The BRICS plan to replace the US dollar gained serious momentum when Russia hosted the 2025 Moscow Financial Forum and announced a dedicated precious metals exchange. This platform allows countries to settle payments in gold, platinum, diamonds, and also rare earth minerals, bypassing Western systems like the London Metal Exchange and SWIFT entirely. The BRICS plan to replace the …

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US Takes 10% Stake In Alaska Miner Trilogy Metals

View: Source Trump’s Industrial Policy juggernaut continues. Moments after the close when we saw some abnormal moves in the stock of yet another North American small cap stock focused on mining strategic minerals, we quickly skimmed through Trilogy Metals’ just released presentation and told readers that yet another “Uncle Sam bear hug” deal was in the works, pointing out the company’s disclosure …

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Copper Markets in Crisis After a Year of Disruptions

View: Source Major accidents at the Grasberg, El Teniente, and Kakula mines have wiped out hundreds of thousands of tons of expected copper output in 2025. Analysts now forecast a global copper deficit exceeding 400,000 tons in 2026, with recovery unlikely before 2027. Prices have surged to 15-month highs as the world’s second-largest copper mine remains offline and global demand keeps …

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Platinum vs. Palladium: Which Metal Will Outperform After Gold and Silver Surge?

View: Source Gold and silver surges have shifted investor attention toward undervalued platinum and palladium. Platinum benefits from rising demand for green energy, while palladium shows signs of stabilizing. Technical charts indicate bullish price developments for precious metals, which may continue to drive prices higher in the coming years. Gold (XAUUSD) has surged to a new record level and captured the …

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Copper and gold analysis: Supply disruptions and dollar weakness support metals prices

View: Source In this copper analysis article, we highlight reasons why prices could be moving even higher. US copper prices have made a decent comeback in recent months, kicking off October with renewed momentum after the sharp slump seen at the end of July. Prices remain supported as supply disruptions and a weaker dollar fuel momentum. Copper analysis: Prices remain supported …

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