Copper Rebounds as China Industry Group Calls for Stockpiling

Copper rebounded as a metals selloff led by silver and gold eased and a state-backed industry group called for China to boost its strategic reserves of the crucial industrial metal. China should expand the size of the reserves and also work with major state-owned producers to boost commercial stockpiles, according to the China Nonferrous Metals Industry Association, which held an …

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The Global Economic War for Rare Earths

 The rare earth industry has stopped being a supply chain and started behaving like a lever of power. In a recent Critical Minerals Institute (CMI) Masterclass, Melissa “Mel” Sanderson framed the moment with the kind of blunt historical bookends that turn policy talk into something closer to strategy: in 2011, she argued, “today began” when China curtailed Japan’s access to rare earths—an early …

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Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump

The Trump administration is preparing to launch a major initiative aimed at protecting US manufacturers from disruptions in the supply of critical minerals, committing about $12 billion in initial funding to build a strategic stockpile of essential materials, according to Bloomberg. The project, known as Project Vault, is designed to reduce America’s dependence on China for rare earths and other strategically important metals. By creating …

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Gold and silver prices open lower but begin to regain ground after huge sell-off

Commodities markets opened the week lower, after a gold and silver sell-off triggered by Donald Trump announcing his pick to chair the Federal Reserve. The precious metals sell-off has caught the market largely by surprise, as gold and silver have consistently broken new records since the start of the year. Gold is trading down 2.3 per cent to $4,787 an …

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Gold’s shine spills over to silver as prices surge to never-before-seen levels

While gold has received much of the credit in helping drive the TSX to new heights over the past year, another metal appears to be shining just as bright for investors. Silver prices recently breached the US$100 per ounce threshold for the first time as investor and industrial demand for the metal surges. “Since April of last year, the big …

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Bullish BlackRock tops up stakes in PGM miners

Sibanye-Stillwater attracts the latest bout of buying by the world’s biggest asset manager. BlackRock, the world’s largest asset manager, has steadily increased its exposure to miners of platinum group metals (PGMs) in recent weeks as institutional investors feast on the sector’s wave of optimism. Sibanye-Stillwater on Wednesday said the US-based fund manager had increased its stake to just more than …

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Citi warns of copper market disconnect, sees hedging opps for energy producers

Citi warned of growing risks in commodities markets, as copper prices surged this week despite what analysts see as weak fundamentals, while oil and gold markets reacted to heightened tension in the Middle East. In a note first published on Thursday, Tom Mulqueen, Citi’s head of metals research, said copper could rise as high as $15,000-$16,000/t in the coming weeks, …

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Copper surges to record high in ‘unsustainable’ rally, joining silver and gold in 2026 metals frenzy

It’s not just silver (SI=F) and gold (GC=F) surging to record highs — copper is also ripping to a record as the metals complex continues to be the defining trade of 2026. Copper futures (HG=F) were up 10% on Thursday morning, topping $13,000 per ton as supply chain disruptions, trade policy, and quickly growing demand have pushed prices higher. Priced per pound, …

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This Looks Like 1980: Gold and Silver Enter Blow-Off Madness

Key Points: Gold and silver are experiencing a vertical surge with RSI levels above 95, signaling a potential blow-off phase not seen since the 1980 or 2011 tops. Breakouts above $5,400 for gold and $100 for silver have triggered rapid price acceleration, breaking long-term structures and indicating speculative mania. Macro factors such as de-dollarization, inflation panic, and monetary easing are …

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Canadian western provinces and territories sign pact to develop critical minerals strategy

Deal envisions western Canada as ‘global hub for critical minerals innovation and sustainable development’. Western Canada’s provinces and territories are vowing to develop a shared critical minerals strategy together. The Yukon government signed onto the new agreement Sunday alongside British Columbia, Alberta, Saskatchewan, Manitoba, Nunavut and the Northwest Territories. Western leaders said the hope is that investing in the mining …

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