PGM rally pushes SA’s mining output higher

View: Source September’s production up 1.2% from a year ago, with the sector in expansionary territory in the third quarter. SA’s mining production rose 1.2% in September compared with a year prior, outperforming consensus expectations and pushing the mining sector into expansionary territory in the third quarter. After a 5.1% gain in July and a flat reading in August, mining production …

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Gold Extends Rally as Economic Uncertainty and Central Bank Buying Lift Prices

View: Source Gold rises above $4,200 as weak US data and central bank buying bolster demand. Gold prices climbed on Thursday, extending a week-long rally as investors continued to hedge against uncertainty over the US economy, even after lawmakers moved to end the government shutdown. Spot gold was trading at $4,234.63 an ounce by 09:25 GMT. The yellow metal has seen …

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Canada-India trade reset: critical minerals, energy, AI lead new cooperation push

View: Source Canada is working to reignite trade ties with India after a diplomatic pause that stalled negotiations in 2023. The emphasis is now shifting from political tensions to economic opportunity, with both governments keen to develop partnerships in sectors like critical minerals, clean energy, aerospace, agriculture, and artificial intelligence. According to a Reuters report, Canadian Trade Minister Maninder Sidhu’s recent three-day …

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Trump’s Tariffs Send U.S. Aluminum Prices to Record Highs

View: Source The U.S. all-in aluminum price hit a record $4,816 per ton, nearly double its 2023 lows, as inventories tightened sharply. Trump’s 50% steel and aluminum tariffs slashed Canadian imports and spurred renewed interest in domestic production. Analysts warn that rising aluminum costs could intensify inflationary pressures amid strong global demand from AI and data center construction. Aluminum prices in …

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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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3 reasons to always have gold in your portfolio

View: Source VanEck’s Head of Investments and Capital Markets reveals the ideal allocation for gold in your portfolio. Key Points ASX gold shares have soared due to a 57% rise in gold prices this year, driven by central bank purchases, with notable gains for companies like Northern Star Resources and Genesis Minerals. Gold provides diversification as its performance is not tied …

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Canada’s finance minister says critical minerals refining is the ‘name of the game’

View: Source Finance Minister François-Philippe Champagne says his goal is to help make Canada the NATO partner of choice when it comes to supplying critical minerals as defence becomes a focus for many countries. Refining is the “name of the game” and Canada can do better than just shipping those high-demand materials south in their raw form, Champagne told a Calgary …

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Brazil’s Race For Critical Minerals Faces Promise And Delay

View: Source Brazil is sitting on some of the world’s richest untapped reserves of critical minerals — from lithium and nickel to rare earths used in wind turbines, electric vehicles, and defense technology. The country could become a major supplier in the global energy transition. Yet as others move quickly, Brazil’s ambitions risk stalling in bureaucracy, outdated policy, and industrial underdevelopment. …

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