Copper price surge past $12,000 as tariffs and mine disruptions fuel rally

View: Source Copper jumps past $12,000 as US tariff fears and supply disruptions fuel the strongest rally since 2009. Mine outages and a rush of shipments to the US tighten global copper supplies despite weak China demand. Banks warn of market deficits, with bullish forecasts persisting even as skeptics flag demand risks. Copper prices have climbed to a fresh all-time high …

Continue Reading

China’s rare earth magnet exports to the EU rose by almost 60%

View: Source China’s exports of permanent magnets to the EU rose by 59.5% year-on-year in November, reaching 2,568.8 tonnes, after Beijing began issuing general licenses for their supply. At the same time, exports to the US decreased by 8.84%, while total global exports increased by 28.29%. Exports of permanent magnets from China to the European Union surged in November, as Beijing …

Continue Reading

What to Expect After Gold’s Surge Above $4,400

View: Source Goldman Sachs holds a bullish outlook, forecasting gold will reach approximately $4,900 per ounce by December 2026. Gold shattered records on December 22, 2025, breaking through $4,400 per ounce for the first time in history. This milestone caps an extraordinary year with prices surging 68%—the strongest annual performance since the late 1970s. But what’s driving this rally, and where is gold headed …

Continue Reading

Copper’s tight supply and tariff risks set for a volatile 2026

(Image: MINING.COM) View: Source Copper’s record-breaking 2025 has set up a tight but fragile market heading into 2026 as supply strains deepen, tariff fears distort trade flows and analysts flag long-term deficits. With only a few trading days left in the year on the London Metal Exchange, copper is up nearly 40%, marking its largest annual gain since 2009. They surged past …

Continue Reading

Over 60% of critical minerals demand met through global trade: IEF

View: Source More than 60% of global critical mineral demands is met through international trade, underscoring the deep structural interdependence between producing and consuming economies as the deployment of clean energy accelerates, according to the International Energy Forum (IEF). This level of reliance on international trade, the group said, makes the world’s supply chains highly sensitive to geopolitical tensions, export controls, …

Continue Reading

Where is Copper Heading in 2026?

View: Source I asked if copper was setting a base for a new high in a November 18, 2025, Barchart article, where I concluded with the following: I expect copper prices to continue their upward trajectory as technical and fundamental factors support the red nonferrous metal. However, long copper exposure through the CPER ETF during price corrections has been optimal, and that …

Continue Reading

Lithium May Be a Metal Worth Watching Next Year

View: Source Plenty of attention from advisors and investors has been focused on gold, silver, and copper as of late, but those aren’t the only metals worth looking at. One metal that may be flying under the radar for many investors and advisors is lithium. The price of the metal has done particularly well, with lithium carbonate rising 25.73% year-to-date, as of …

Continue Reading

Kazakhstan, Japan Expand Strategic Collaboration Across Critical Minerals

Photo credit: Akorda View: Source President Kassym-Jomart Tokayev’s official trip to Japan continued with a series of meetings with senior executives of leading Japanese corporations, resulting in new momentum for cooperation in critical minerals, industrial manufacturing, smart technologies, and workforce development. As part of his official visit, President Tokayev met with Ichiro Takahara, Chairman of the Japan Organization for Metals and Energy …

Continue Reading

Tungsten surges to 12-year high as world enters a new ‘black gold’ race

View: Source Global tungsten markets are experiencing one of the strongest upcycles in more than a decade. Market data as of December shows broad-based price increases across major tungsten products. The price of tungsten ore has climbed nearly 150 per cent since the start of the year, lifting tungsten prices to their highest levels since 2013. The primary catalyst behind the …

Continue Reading

Copper Prices Rise on Supply Concerns

View: Source Tight supply and resilient demand drive copper market despite economic headwinds Copper prices have increased as market participants focus on potential supply constraints in the coming year. According to ANZ, renewed disruptions and consistently strong demand are counteracting broader concerns surrounding the global economy. The bank observed that markets largely disregarded weaker-than-expected economic data from China, including a 1.3 …

Continue Reading