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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Canada strengthens critical minerals supply chains in Quebec

View: Source Tim Hodgson, Minister of Energy and Natural Resources, has announced that Arianne Phosphate Inc. has been conditionally approved for an investment of up to CAN$735 000 through the Critical Minerals Research, Development and Demonstration (CMRDD) programme in Canada. This funding is part of an CAN$80.3 million investment announced by Prime Minister Carney on the margins of the 2025 G7 …

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Brazil advances plans to process its rare earth reserves

View: Source Brazilian states are seeking to advance initiatives aimed at installing rare earth processing plants in an effort to unlock the country’s major potential in this strategic segment. The São Paulo state government, through the Institute of Technological Research (IPT), announced the launch and receipt of the first equipment for its first rare earth and critical mineral processing plant. “With adequate technology …

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