Washington’s Focus on Critical Minerals Opens the Way for Central Asia

View: Source Last week, U.S. President Donald Trump met with his Chinese counterpart Xi Jinping in South Korea regarding the state of trade and tariffs between the world’s two largest economies. Both sides indicated, to differing degrees, that the talks were a success. After the talks concluded, Trump announced a potential deal addressing major concerns at the heart of the ongoing trade conflict between the two great powers. While the deal touches on many issues, it includes a provision on a subject of increasing importance to the …

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Can Africa ride critical minerals wave to economic boom?

View: Source As global powers scramble for critical minerals, African countries are pushing for new investment to process more of their own raw materials and meet their people’s demands for economic growth and jobs, analysts say. To capitalise on the burgeoning demand, the continent must address power shortages, skills gaps, trade barriers and limited industrial capacity. “This is an unprecedented opportunity …

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Newmont/Barrick: Gold giants circle as M&A mood returns

View: Source When gold prices rise, so does the urge to merge. That old mining truth may be back in play, as UBS reckons the sector could be heading towards another bout of deal-making; this time between its biggest names, Newmont Corporation (NYSE:NEM, TSX:NGT, ASX:NEM, ETR:NMM) and Barrick Gold Corp. (TSX:ABX, NYSE:GOLD). The two are already bound together in Nevada Gold Mines, a joint …

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Australia and Canada deepen critical minerals collaboration

View: Source Australia and Canada have signed a joint declaration of intent on critical minerals collaboration, deepening their bilateral partnership on critical minerals. Australian Resources and Northern Australia Minister Madeleine King and Canadian Resources and Energy Minister Tim Hodgson signed the agreement on the sidelines of the G7 Energy and Environment Ministers’ meeting in Toronto. The agreement – between the Department of Industry, Science and Resources and Department of Natural Resources of Canada – will promote and strengthen …

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How Chile’s mining industry impacts historical copper prices

View: Source Operational restrictions facing some copper mines in Chile have been influencing the metal’s record high price, which reached US$5.02 per pound this week, along with growing demand and limited supply. While the upward trend is also related to current factors, such as the trade agreement between the United States and China and the Federal Reserve’s rates, the situation of …

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Canada ‘No Longer Just Talking,’ With A $4.6 Billion Critical Minerals Investment

View: Source Canada has announced a 6.4 billion Canadian dollar ($4.6 billion) package of critical mineral projects to challenge China’s overwhelming dominance in the critical mineral supply chain. The announcement came on Friday at the close of the G7 Energy and Environment Ministers’ meeting in Toronto. “This first round of G7 Alliance projects sends the world a very clear signal: we are serious …

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EU believes it’s been left out of China easing of historic rare earth curbs

View: Source Washington claims Beijing’s 2022 trade easing is global, but Brussels questions whether it truly applies to the European Union. The European Union does not believe its industries are covered by a “de facto removal” of China’s historical restrictions on the export of rare earths and other critical minerals announced by the White House on Saturday. In a fact sheet detailing the …

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Coeur to buy New Gold in $7bn all-share deal

View: Source NYSE-listed Coeur Mining on Monday announced an offer for TSX- and NYSE-listed New Gold, valuing the precious metals producer at about $7-billion. Under the terms of the all-share agreement, New Gold shareholders will receive 0.4959 Coeur shares for each New Gold share held, representing implied consideration of $8.51 a share based on Coeur’s October 31 closing price. The offer reflects a 16% premium to New Gold’s closing …

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Gold Digger: Gold demand keeps hitting new records, says World Gold Council

View: Source Gold demand hits record high in September quarter despite soaring prices Investment interest delivers biggest boost, with gold investing now becoming ‘mainstream, says WGC Metals Focus still optimistic on silver into 2026 after dip Record gold prices are doing little to quell demand for the precious metal as demand by both volume and value goes through the roof. The …

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Silver Mining Stocks May Be Safer Than ETFs Right Now

View: Source Key Points Silver is in its fifth consecutive year of production deficit vs. demand. Geopolitical policies and increased industrial and commercial use of silver is making supply increasingly scarce. Stocks involved with silver mining would subsequently have the strongest leverage over the global silver supply, much like the way OPEC has controlled much of the crude oil supplies and …

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