Indonesia-US critical minerals trade talks face challenges over China ties

View: Source Since the agreement in July, which set a 19% tariff rate, the US has reportedly been pressing Indonesia to accept terms that may limit its engagement with China. Indonesia’s trade deal with the US is at risk of collapsing, with Jakarta reportedly backtracking on some commitments it made as part of the agreement reached in July. Commitments that Indonesia …

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Silver will hit triple digits in 2026 as bull market just started, analysts say

View: Source Silver prices have climbed to new heights in 2025, with the precious metal more than doubling in price and beating out gold’s performance in what experts are calling a historic rally. The metal reached $62.88 per ounce on Wednesday, marking an all-time high. By the end of trading, silver was changing hands at roughly $61.96 per ounce. Just one …

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Britain ‘seeking a quarter of global lithium’

This Image Triangle of Sacrifice / Sonandes (BO): Guely Morató Loredo (BO), Víctor Mazón Gardoqui (ES). “This work bears witness to the environmental impact of lithium mining in the Andes, home to 65 per cent of global reserves. It consists of a durational installation with three sculptures carved from local minerals, monitored in real-time and exposed to a water-dropping mechanism …

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In race to end China’s chokehold on critical minerals, the U.S. needs all the friends it can get

A drill pad is positioned at Critical Metals’ Tanbreez project in Greenland. Courtesy of Critical Metals View: Source Pini Althaus saw the signs. In 2023, he left the company he founded, USA Rare Earth, to develop critical minerals mining and processing projects in central Asia, after realizing that the U.S. will need all the international help it can get to end …

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Why has the price of silver hit a record high?

View: Source The price of silver has hit a record high ahead of an expected US Federal Reserve interest rate cut and as demand from the technology industry for the precious metal remains high. Silver crossed $60 (£45.10) an ounce on the spot market, where the precious metal is bought and sold for immediate delivery, for the first time on Tuesday. …

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Potash, platinum and copper stand out for long-term value

View: Source Three long-life mining assets anchor a set of commodity ideas built around tightening supply conditions and improving demand signals. The opportunities span potash, platinum and copper, each showing potential pricing upside over the coming years. BNN Bloomberg spoke with Taylor McKenna, analyst at Kopernik Global Investors, who outlined his case for K+S, Valterra Platinum Holdings and Glencore as compelling …

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U.S. Army Looks to Build Small Refineries for Critical Minerals

View: Source The U.S. Army will develop small-scale refineries to ensure domestic supply of critical minerals for defense and military purposes as the United States and the Western allies look to reduce their dependence on China. “We ?need to come up with a way to ‌make our own (critical minerals) domestically that we can actually monitor and control within our borders,” Mark Mezger, …

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JPM Says “Platinum, Higher for Longer”

View: Source (photo credit: PR) Platinum prices are high enough to begin to turn the gears of supply rebalancing but this will take time and, in the interim, we still see a deficit market and a further rally in gold supporting platinum prices to average $1,670/oz in 2026. In the near-term, tariff risk is most acute in palladium, which will continue to …

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Will 2026 Be a Year of Silver & Copper ETFs?

View: Source Silver and copper have surpassed gold as the standout metals heading into 2026, with both institutional and retail investors positioning for record-breaking rallies. iShares Silver Trust (SLV Quick QuoteSLV – Free Report) has gained about 96% so far this year, while United States Copper ETF (CPER Quick QuoteCPER – Free Report) has advanced about 31.7%. Over the past one month, CPER has gained 5.2%, SLV has surged …

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The Next Frontier for Critical Minerals

View: Source Melting Arctic ice is making previously inaccessible mineral reserves reachable, triggering a surge of global interest from the U.S., Canada, Russia, Denmark, and Norway. Governments are pursuing Arctic mining to counter China’s dominance in critical minerals, despite major environmental risks and political disputes over sovereignty and ownership. New national strategies, from U.S. investment proposals to Canada’s corridor plan and …

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