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Gold Surges, Platinum Hits Our Target. Can the Bulls Keep Going?
Well, the bulls certainly weren’t planning to sit quietly through Wednesday’s session! After several days of bearish pressure, buyers have...
Silver’s Bullish Breakout Case Builds as Bond Yields Retreat
The Democratic blue wave has sent crude and Treasury yields sharply lower, improving the outlook for precious metals. With gold already breaking highe...
India approves $297m incentive policy for lithium, nickel processing
India‘s cabinet approved on Wednesday an incentive policy worth 28.14-billion rupees ($297-million) to boost domestic processing of lithium and ...
Gold reclaims $4,000 as US midterm sweep sinks USD, Oil plunges
Gold (XAU/USD) rallied near 3% on Wednesday as the Greenback tumbled following the Democrats’ sweep in the US midterm elections. Markets now loo...
Securing The Supply Chain: A Survey Of Contrasting Global Approaches To Critical Minerals Strategic Reserves
What you need to know The US’s US$12 billion Project Vault is now operating. On 23 September 2026, two commodity traders each committed US$500 m...
Gold Demand Steady in Q3 Supported By ETFs and Central Banks
Gold demand was steady in the third quarter despite consistent pressure from rising interest rates and inflation worries. Total demand in Q3 was 1,369...
Gold recovers amid oil’s rebound even as WGC halves investment forecast
World Gold Council halves its 2026 gold investment growth forecast to 200 metric tons. Higher oil prices revive inflation concerns and expectations of...
Silver Futures: Is the Correction Nearing Completion?
Silver futures (/SI) are trading near $50.20, following a substantial correction from the recent chart high of $54.685. The market has experienced con...
US copper pipeline could reach 1.3 million tonnes a year as critical minerals push gathers pace, says JP Morgan
JPMorgan, the investment bank, says a focus on securing critical minerals supply is reviving US copper investment, lifting its estimate of potential n...
Why Is This Rare Earth Metal 346 Times More Expensive In America Than in China?
Samarium sells for as much as 346 times more in North America than in China, and that price is just a preview of what American industry would pay the ...
China has increased its proven rhenium reserves by more than 200% and discovered large deposits of gold and nickel
A reassessment of 17 minerals in China revealed a significant increase in rhenium, gold, and nickel reserves. A new zircon deposit was also discovered...
Citi slashes lithium price forecast by 40% on lower demand
Citigroup has lowered its lithium price forecast for the next two years by as much as 40%, citing slower battery demand growth and increased trade unc...
The US Dollar And Gold Face Different Risks After The Fed’s October Hold
The US Dollar faces a divided rate outlook as BofA delays two Fed increases, while other banks see tighter financial conditions limiting further hikes...
Critical minerals getting harder to mine as deposits age: EY
Critical minerals are becoming harder to extract as aging deposits, declining ore grades and increasingly complex operations threaten the mining indus...
China’s Battery Factories May Sit Atop Lithium Resources
The world’s largest battery maker and user, the country that dominates all alternative energy technology, is about to find out whether it could also...
Commodity ETFs: Beyond the Gold Trade
Gold has traditionally been one of the most popular ways for investors to gain commodity exposure, but its recent weakness highlights the differences ...
World Bank lifts copper price outlook by 18%
Copper prices are set to stay near record highs next year as new mines struggle to keep pace with demand from power grids and data centres, the World ...
Closer EU-Canada ties face critical minerals test
Ahead of Montreal summit, both sides agree they need to break free of China and Trump’s tariffs – but years of talks have yet to produce a rea...
Lithium, cobalt markets cautious on China’s demand
LME Week, an annual gathering of the metals industry, took place in Mayfair, London, over October 19-23. Prices of both battery metals edged down in r...
Boroo Plans C$1.5 Billion Investment to Restart Yukon’s Eagle Gold Mine
Singapore-based Boroo has agreed to acquire Victoria Gold Corp. for up to C$140 million and plans to invest more than C$1.5 billion in the Eagle Gold ...
A Rough Week for Platinum and Palladium
Platinum and palladium posted the steepest declines in the precious metals complex over the week. Platinum fell 7.2% to $1,538/oz and palladium droppe...
Base metals outlooks diverge as supply concerns dominate
Record copper prices clash with weaker physical demand and squeezed smelter margins Discussions on copper during LME Week focused on the gap between r...
Why Gold Miners Fall Even After Record Profits
Newmont, the world’s largest gold miner, reported record third-quarter adjusted net income on Thursday. On Friday, its shares fell 4.6 percent, ...
Australia revamps critical minerals strategy, targeting refining edge over China
Australia will refresh its critical minerals strategy to place greater emphasis on refining and processing, a senior Minister said on Tuesday, as comp...
Lula’s Brazil win puts rare earths in Trump’s crosshairs
Brazilian President Luiz Inácio Lula da Silva’s election victory is set to reinforce government control over the country’s vast rare earth resour...
Platinum ETFs: What They Are and How They Work
Platinum exchange-traded funds (ETFs) are investments with exposure to the platinum market. These funds track the price of platinum through physical h...
Copper Deficit to Reach 44% of Demand by 2050, BloombergNEF Warns
BNEF Outlook Flags 44% Shortfall BloombergNEF published its annual Transition Metals Outlook on Tuesday, October 20, and copper emerges as the excepti...
Digital Gold: Unlocking a $700-Billion Opportunity
The physical investment gold market is worth about $13 trillion. But digital gold, including vaulted digital gold and tokenised gold, represents less ...
Why Trump Can’t Afford to Lose The Rare Earth Race
For years, the West has searched for a technological escape hatch from rare earths. Engineers have developed new motor designs, alternative magnet che...
EU, Vietnam agree to deepen trade, critical minerals cooperation
The European Union and Vietnam agreed Thursday to deepen cooperation on trade, investment and critical raw materials during Vietnamese leader To Lam...
Potential demand for digital gold could reach $700 billion
Although the global physical investment gold market is valued at approximately $13 trillion, digital gold accounts for less than 1% of this market. Ho...
Lithium’s $100B question: Who will build 134 new mines?
Global lithium demand is expected to more than triple by 2050, requiring the equivalent of 134 new mines and more than $100 billion in investment as e...
Chile’s rare earth ambitions hit refining bottleneck
Chile’s push to become a major rare earth supplier faces a costly industrial gap as the country advances mining and metal production projects withou...
Gold edges up as oil remains elevated fueling inflation concerns
Gold prices edged higher in early trading Wednesday as US Treasury yields inched lower, although persistent inflation and the prospect of further Fede...
How Bad Would It Get If China Blocks Rare Earths to America?
Taiwan is the next pressure point that will test China’s weaponization of rare earth metals. When Japan indicated it would not remain neutral in...
AI boom ‘overhyped’ as copper demand driver
“We’re not at current price levels in base metals because of demand conditions,” Snowdon said. He said copper was at $14,500 per tonne because o...
Government Debt Debacles & Gold
It’s becoming more apparent that Western nations are in danger of descending into stagflationary quagmires like Venezuela has become. In America for...
Japan Nears Rare Earth Shortage as China Tightens Supply
Japan could exhaust supplies of a rare earth metal essential to cars, jet engines and semiconductor production within months, prompting Tokyo to seek ...
Colombia’s Critical Minerals Could Be a Game Changer for America
Since taking office, Colombia’s far-right president, Abelardo de la Espriella, has moved aggressively to restore ties with Washington after relation...
Digital gold could triple by 2031, WGC estimates
Digital gold could bring $95 billion (C$135 billion) in new money into bullion by 2031 if providers can win investors’ trust, the World Gold Council...
Canada’s new foreign investment rules: What critical minerals miners need to know
Canadian critical minerals companies will need to consider how they raise foreign capital as Ottawa prepares to implement new Investment Canada Act ru...
CME to launch tungsten futures to meet rising demand for critical minerals
Chicago-headquartered CME Group on Monday said it will launch tungsten futures to meet rising demand for its metals complex, which registered record v...
Silver (XAG/USD) Outlook: From record highs to a prolonged correction
After the stellar start of 2026 for the precious metal, silver remains subdued around $60 as high yields and dollar pressure the outlook. Silver has e...
Nickel shortage forecast flips to surplus
The global nickel market is heading for another surplus this year, reversing an earlier forecast for a shortage, the International Nickel Study Group ...
China’s Rare Earth Strategy and the Future of the South China Sea
The rise of seabed mining will add new complexity to the South China Sea disputes. In August 2026, Japan and the United States worked together to expl...
Lithium Prices Plunge as EU-China Trade Deal Sparks Demand Fears
Lithium prices have slumped, following a deal between the European Union and China that will cut Chinese hybrid car exports to the bloc. Since the sta...
Interest in rare earths surges in Brazil on several fronts
Interest in the rare earths sector has surged in Brazil, ranging from more mature initiatives to preliminary analyses of projects in a segment in whi...
Copper squeeze breathes new life into old mines
In 1899, the Mt Lyell mine in Tasmania produced some 9 500 metric tons of copper. That made it the largest copper mine in the British Empire, though s...
Gold Miners: Strong Fundamentals Meet Underrated Valuations
Advisors and investors have certainly been keeping an eye on gold prices as of late, but what’s going on with the gold miners themselves may be equa...
Aluminium’s calm belies lingering supply-chain stress, Reuters column says
Iranian missile attacks on Gulf smelters and the blocking of the Strait of Hormuz have knocked out almost 3-million metric tons of aluminium productio...
Copper Demand Is Forecast to Rise 50% by 2040. Mined Supply Is Expected to Peak Around 2030
Global copper demand is projected to rise about 50%, from roughly 28 million metric tons in 2025 to 42 million metric tons by 2040, according to S&...
JPMorgan names critical minerals chief for $1.5T push
JPMorganChase (NYSE: JPM) has appointed Andrew Frame to lead critical minerals investment efforts under its $1.5-trillion Security and Resiliency Init...
AI will not just add copper demand. It could change who sets the price
Most discussions of artificial intelligence (AI) and copper focus on how many more tonnes of copper data centers will need. It is the right place to s...
Palladium Has Quietly Rallied While Gold and Silver Takeover the Headlines
A 47.3% wipeout in five months, a brief rebound, then another slide: that’s palladium’s 2026 so far. While gold sits above $4,000 and silv...
China, EU agree on dialogue, cars and rare earths after trade talks
China and the European Union reached an “understanding” on hybrid vehicles on Friday, as their commerce chiefs concluded talks with an agr...
European Commission picks 46 new strategic critical mineral projects
The European Commission has chosen 46 strategic raw material projects to benefit from faster permitting and help in bidding for public and private fun...
Indonesia sees critical minerals boosting domestic AI industry
Deputy Minister of Communication and Digital Affairs Nezar Patria highlighted the potential of processing critical minerals such as nickel and copper ...
Gold ETF rush defies 8.5% gold price slide
Investors poured a record amount of money into gold-backed exchange-traded funds (ETFs) last quarter even as bullion suffered its sharpest monthly dro...
Copper, nickel prices could double by 2035
Copper and nickel prices could double over the next decade, driven by the demand in construction, energy transition and electrification, a new report ...
China turns on the export taps as LME zinc squeeze grinds on
China has historically been a significant net importer of refined zinc, but that looks set to change this year. Exports surged to 40 668 tons in Augus...
Central Bank Summer Gold Spree Continued in August
The central bank gold spree continued unabated in August, with global gold reserves increasing by a net 39 tonnes. Year to date, central banks globall...
Paraguay wants to ride the wave of critical minerals
Paraguay wants to position itself on the map of companies and investors as a new frontier to be explored in the critical minerals segment. “We are a...
Beyond critical minerals: The strategic role of platinum group metals in a fragmented world
Most discussions about critical minerals focus on lithium, copper and rare earths but platinum group metals are unique because they already sit at the...
US-China trade rivalry fuels demand for copper stockpiles
While oil prices hog the headlines and gas only gets a mention when winter rolls around, a far more important metal has been quietly flying under the ...
Platinum crashed 42% from its record high after a surplus forecast spooked investors
Platinum touched $2,920 an ounce in January, a record that erased a 17-year-old high. Nine months later it’s trading near $1,700, and the revers...
India Could Boost Crude and Critical Minerals Supply from Ecuador
India and Ecuador are discussing increasing sales of Ecuadorean crude oil, copper, and other critical minerals to India, Fernando Buchelli, the Ecuado...
Silver shortage could flip to surplus in 2027: Deutsche
Rising silver inventories and declining industrial demand could trigger a supply glut as soon as next year, Deutsche Bank says in a new report. Spot p...
Gold Miners Beat Every S&P 500 Sector in Q3 Despite September Selloff
If you only looked at the price of gold in September, you’d be forgiven for believing the bull market had run out of steam. The yellow metal fell 6....
700,000 Tons of Copper Are Sitting in U.S. Warehouses, So Why Is Price Still High?
COMEX-approved warehouses now hold roughly 700,000 short tons of copper, according to CME Group’s latest metals update. At the same time, benchmark ...
$700 billion Nigeria critical minerals deal with U.S. will deepen ties
U.S. says its new $700 billion Critical Minerals Framework with Nigeria will deepen economic relations while unlocking investment opportunities in Nig...
Copper Crawls Higher on Softer Dollar and Supply Issues
Copper prices edged higher on Friday, supported by a weaker dollar and supply issues, but gains were modest due to worries about high oil prices hitti...
Indonesia, US strengthen cooperation on rare earths
Indonesia’s Trade Minister Budi Santoso met the U.S. Chamber of Commerce to strengthen trade ties with Indonesia through the Business 20 (B20) f...
Gold prices stall near $4,160 despite $3.8 billion ETF inflows
Gold prices steadied near $4,160 an ounce even as billions of dollars continued flowing into bullion-backed exchange-traded funds, exposing a divide b...
The Geopolitics of Critical Minerals: The New Frontier of Innovation and Brazil’s Strategic Challenge
For many years, discussions about innovation were primarily associated with software development, connectivity, and digital transformation. However, a...
‘Copper is to us what oil is to other countries’ – expert on Armenia’s mineral wealth
“Armenia does not have major oil or gas deposits with significant reserves. Instead, it can rely on substantial reserves of copper, molybdenum and g...
UBS Targets Gold At $5,400 As Bullion Recovers
Gold has recovered towards $4,200, but UBS’s December forecast of $4,600 still requires a gain of almost 10% from current levels. Gold’s sharp Sep...
Copper price holds above $14,400 as Chile strike risk grows
Copper held above $14,400 a tonne in London on Tuesday after workers at Antofagasta’s (LON: ANTO) Centinela mine in Chile voted to strike, adding a ...
Kazakhstan, Germany set 2026-2028 roadmap for critical minerals, industry
Kazakhstan and Germany have agreed on a joint roadmap for industrial, technological and raw materials cooperation for 2026-2028, with a focus on criti...
Awaiting the Pivot Back to Precious & Critical Minerals
After a stellar 2025, 2026 has seen a pivot away from precious & critical minerals, as we await a new pivot From the standpoint of the most precio...
Platinum Demand Gains as Washington Slows the Electric Vehicle Push
The auto sector accounts for between 37 and 40 percent of global platinum demand, making it the single largest element of the market. That share has b...
China to bring solid-state batteries to mass production by 2030
China presents a new five-year plan for the battery industry. By 2030, solid-state batteries are to be used on a larger scale for the first time, whil...
US warms to building Brazil critical minerals chain
The United States is signalling a willingness to help develop Brazil’s critical minerals processing industry as Washington seeks access to the count...
Silver under pressure from US yields, firm dollar
Silver fell sharply on Monday, losing 4.53% on the day to trade around $61.40, with XAGUSD facing heavy selling pressure as elevated US Treasury yield...
TD sees rhodium surplus: supply, price and PGM mine planning takeaways
30 Second Briefing Rhodium is forecast by TD Commodity Strategy to swing to a 20,000‑oz surplus in 2027 after four years of deficits, pushing prices...
High copper prices support miners in Chile, but investments dent gains
Despite strong copper prices, growing investment demands are offsetting much of the gains posted by mining companies in Chile, Moody’s said in a...
Big boost for platinum, palladium as China exchange internationalises trading
From Monday, September 28, China will give international investors access to trading in palladium and platinum on the Guangzhou Futures Exchange (GFEX...
US, Japanese officials discussed China’s yttrium curbs
US and Japanese government officials and company officials met to discuss supply bottlenecks affecting access to Chinese yttrium, a rare earth meta...
Gold’s Next Scarcity Problem Isn’t Price, It’s Finding the Next Big Deposit
Miners have rarely had more cash. The deposits needed to replace what they mine are becoming considerably harder to find. In the early 1960s, geologis...
Platinum Just Hit a 17-Year High and UBS Thinks It’s Only Halfway There
Platinum has quietly doubled in price since February and just broke through a 17-year high, gaining nearly $500 an ounce in the past month alone. UBS ...
Canada’s Oil Patch On Track For Biggest M&A Wave In A Decade
Nearly a decade ago, the Canadian Oil Patch recorded a major asset sale and consolidation wave as oil majors exited the oil sands in favor of higher m...
Oil Is Still Setting the Terms for Gold
Gold is starting Wednesday with one eye on the barrel and the other on the Fed. Bullion was holding around $4,360/toz after another restless session o...
Copper price closes in on new record as Shanghai, London warehouses empty out
Copper climbed for a sixth straight session on Tuesday, its longest winning streak in four months, as Chinese buyers stocked up ahead of next week’s...
Indonesia’s nickel production curbs leave market unconvinced
Indonesia is learning that building a dominant position in the nickel market is the easy part. Leveraging its influence over supply to control prices ...
Will Rising Interest Rates Send Gold Back to Its Highs?
Gold has been rising in value in recent months, currently trading at around $4,300 per ounce. It’s nowhere near the level of more than $5,000 th...
China’s rare earth exports to US fall 20%
China’s shipments of rare earth magnets to the US fell sharply last month, according to official Chinese customs data released Sunday. Supply of...
Platinum vs Gold: Why They Stopped Moving Together
For a long stretch of modern market history, platinum traded at a premium to gold. It was rarer, harder to extract, and carried a luxury association t...
Australia gold output holds near decade average
Australian gold output held around the same level it has averaged over the past decade in the year ended June, even as seismic disruptions at Newmont ...
US DOE looks to industry for critical minerals cleanup at legacy sites
The U.S. Department of Energy’s (DOE) Office of Environmental Management (EM) released on Friday an expression of interest (EOI) seeking input fro...
Copper prices bounce as US runs out of warehouse space
Copper rose for a fifth straight session on Monday as signs of tightening supply in China and a rally in equities pushed the metal back toward the rec...
Inside the DOE’s $16 Million Bet on Critical Minerals Talent
The United States is desperate to claw back some of the global critical minerals share from China. Beijing has established near-total dominance in int...
Is Platinum a Better Inflation Hedge Than Gold?
Gold is usually the first asset investors associate with inflation, currency weakness, and economic uncertainty. Its limited supply and long history a...
UK battery industry secures more than £7bn investment
The UK’s EV Battery Economy: A strategic review of the UK’s battery manufacturing sector, was produced by transport research group New AutoMotive ...
Which Country Owns the Most Gold? Gold Reserves By Nation
Central bank gold buying is a vital factor in the global gold bullion market today, writes Tom Montagu at BullionVault. Over the past 5 years, leading...
Why strengthening America’s rare minerals supply chain starts beyond the mine
As the US looks to put a greater emphasis on strengthening the country’s critical-mineral supply chains, it is important that America’s strategy g...
How Australia and Brazil could set the terms on critical minerals
On 16 September 2026(Opens in new window), President Lula da Silva signed Brazil’s National Policy for Critical and Strategic Minerals, carrying...
Central banks’ gold demand still high
Central banks’ demand for gold remains strong as geopolitical risks reshape reserve management, Turkish Central Bank Governor Fatih Karahan said on ...
From Critical Minerals to Connectivity: South Korea’s Stakes in Central Asia
On September 16, Seoul hosted the first Korea–Central Asia Summit, bringing President Lee Jae Myung together with the heads of all five Central Asia...
Dominican Republic eyes first rare earth reserves by 2027
The ministry of energy and mines of the Dominican Republic reported that the country has accumulated more than 5,000 results from samples analyzed in ...
Citi Bank Projects Silver Will Get Back to $90 Within 12 Months
Silver has been sluggish in recent months, but it might not stay that way for much longer. The price of silver hit an all-time high of more than $121 ...
Copper: AI slowdown fears pressure prices – ING
ING’s Warren Patterson and Ewa Manthey highlight that Copper is retreating as calls from major technology executives to slow AI development hit tech...
Africa critical-minerals pipeline surges as output lags
Africa’s critical-minerals pipeline has expanded by 36% since early 2025, but the surge in exploration and development isn’t yet translating into ...
Gold Tests Critical Thresholds as Oil Uncertainty and Rate Hike Risks Mount
As the US-Iran conflict entered its 199th day, Middle East diplomatic efforts appeared to stall with the postponement of a meeting between Iran and ot...
How obscure yttrium became a global flashpoint
If you want an insight into the state of the world right now, it’s worth taking a look at yttrium. This obscure member of the rare earths family...
Gold versus platinum: investors are switching their bets
UBS advises investors to choose gold over platinum due to the growing surplus of the latter on the global market. Demand for platinum is weakening, wh...
Canada’s critical-minerals shortcut is old mines
The mantra “Canada has what the world needs” has circulated in different iterations for years, most recently adopted by Prime Minister Carney. But...
JPMorgan Sees Gold Surging to $6,000 by Year-End
Gold may be treading water for now, but JPMorgan expects the precious metal to regain its momentum and average $6,000 an ounce in the fourth quarter, ...
Why The United States’ Belated Critical Minerals Gambit Won’t Stop China
U.S. President Donald Trump has undertaken the most aggressive federal intervention in the critical minerals and rare earth sectors ever since he retu...
The AI boom and tariff uncertainty are pushing copper prices to record highs
Tightening global copper supply, robust demand from the AI boom and uncertainty over tariffs are all whipping up a frenzy for the red metal. It’s se...
Brazil needs price floors to back processing for rare earths and lithium
Brazil is on the cusp of a new policy to fund domestic refining for lithium and the world’s second-largest rare earth reserves, but miners say it la...
US says it will help develop Kenya’s critical minerals processing
The US will help Kenya develop a critical minerals processing industry, a senior American official said on Wednesday, against the backdrop of rivalry ...
Gold May Face Volatility as Elevated Oil Prices Could Support Fed Rate Hike Bets
On Wednesday, after struggling hard at the key resistance at $4,444 for the last nine hours, gold futures are heading towards a key resistance at th...
The Critical Minerals Race Is Now a Race Against Time
The great electrification story was always sold as an escape from dependency. Burn less imported oil and gas, electrify more of the economy, build bat...
Platinum deficit beckons in second half as ETF selling eases
THE platinum market is expected to swing back into deficit in the second half of 2026 as heavy exchange-traded fund (ETF) selling eases, after invest...
Why Gold Will Outperform Silver in 2027
With just four months remaining in 2026, now is a fine time for investors to prepare for 2027 by establishing some new positions or, at a minimum, bui...
Critical minerals security collides with decades-long mine timelines
North America’s push to reduce its dependence on China for critical minerals is running up against a problem that permitting reform alone cannot sol...
Current heavy rare earths production outside China falls short of magnet demand
Magnet capacity expansion drives heavy rare earth demand Between 20,000-30,000 tonnes of magnet capacity is coming online outside of China, according ...
Investors buoy gold price as central banks slow
Central-bank gold buying fell by more than half in July even as bullion stayed near record highs, suggesting investment demand is taking on a bigger r...
LME zinc squeeze signals deepening supply risks for the West, Reuters says
Another year of mine underperformance, record-low smelter treatment terms and a scramble for metal on the London Metal Exchange (LME). If you’re...
How the U.S. Is Building a Critical Minerals Chain Across Central Asia
The United States is trying to turn its political dialogue with Central Asia into concrete projects for mining and processing critical minerals. Ameri...
Gold’s surge in August marks fastest monthly gain in over half-year
US Treasury’s long-term bond buyback operation expansion, easing geopolitical risks, and slowing US inflation support gold’s 10% rise in August. G...
There’s no shortage of copper, it’s just in the wrong place
Copper may feel scarce, but the real problem is that much of the available metal is sitting in the wrong place as regional trade flows reshape a onc...
Brazil’s Senate Approves a Critical Minerals Bill Worth US$1.36 Billion
Brazil’s Senate has approved a critical minerals bill worth billions of reais. The plenary passed it on Wednesday 2 September 2026 in a symbolic vot...
Zinc Price Hits Four Year High as Silver and Lead Credits Rewrite Mine Economics
The price of zinc hit a four year high on the London Metal Exchange (LME) last week as plunging western stockpiles and mine supply cuts squeezed the p...
Netherlands moves 86 tonnes of gold from US and Canada to UK, citing ‘geopolitical unrest’
The transfer was carried out partially by buying and selling and partly by physically transferring gold, the Dutch national bank said. The Dutch centr...
China’s biggest lithium mine loses licence
CATL’s Jianxiawo lithium mine, China’s largest by capacity, is back in care and maintenance after regulators revoked its environmental approval, d...
Copper Stocks Retail Investors Are Screening As Prices Hit Record Highs
Copper is suddenly a story stock again. BT’s plan to strip out old copper lines, combined with record high copper prices around $14,000+ per tonne, ...
China Coking Coal Prices Set for Record 46% Monthly Surge
Supply issues have been tightening the Chinese coking coal market for months, pushing the price of the key steelmaking raw material a record 46% in Au...
Drone wars deepen West’s critical minerals squeeze
The rapid rise of mass drone warfare is creating a new source of defence demand for gallium, germanium and rare earths, minerals whose supply chains a...
A Major Rotation Toward Gold Stocks May Be Underway
The bottom is well behind us. The more important question now is what comes next for Gold and gold stocks. There is a key development taking place ben...
Is Copper Going to Trade $7 per Pound?
I asked if copper could still rally after reaching a long-term target in a June 5, 2026, Barchart article, where I concluded with the following: In ...
Can Higher Critical Mineral Prices Create Value Without a Profitable Main Mine?
Ruthenium rose from approximately US$560 to US$1,750 per ounce over 12 months as the market faced a forecast 203,000-ounce deficit for 2026, but highe...
Zinc price jumps to 4-year high as LME stocks plunge 64%
Zinc climbed to its highest level since June 2022 on the London Metal Exchange (LME) Thursday, as warehouse stockpiles drained to multi-year lows and ...
Uzbekistan exports $1.3 bln of gold in July after two-month pause
Uzbekistan exported gold worth $1.3 billion in July 2026 after a two-month pause, the Uzbek National Statistics Committee said in a publication. Apart...
Critical minerals drive M&As and financing operations in Brazil
The critical minerals segment has been driving acquisition and financing activity in the Brazilian mining sector in recent days. This week, the Canadi...
USDT gold and silver options expand crypto’s push into commodity markets
The newest gold derivatives on the market do not settle in dollars; they settle in Tether. Binance listed European-style gold and silver options on Ju...
Indonesia’s nickel, cobalt reserves valued at US$800 billion
The National Economic Council (DEN) outlined that the total value of Indonesia’s nickel and cobalt reserves is approximately US$800 billion. A m...
US Department of Energy awards $10M for critical minerals R&D
The U.S. Department of Energy’s (DOE) Office of Critical Minerals and Energy Innovation awarded $10 million on Wednesday to seven projects that it s...
Why Morgan Stanley Sees Gold Prices Breaking Above $5,000 in 2027
Gold (GCZ26) has had quite the year in 2026 so far. As we near the end of August, the yellow metal has moved through its share of twists and turns, ...
Copper price notches another record before retreating as squeeze eases
Copper set another record in New York early on Wednesday before giving up the gains, as signs that the squeeze gripping the London market is easing pr...
Trump wants to bring aluminium home, but it won’t be easy
President Donald Trump says the US “desperately needs” aluminium. His comments highlight the limits of the administration’s tariff-led strategy...
Gold Is Winning the Battle for Monetary Trust
Gold and silver have pushed decisively higher, but veteran precious metals analyst David Morgan believes the bigger story goes far beyond the latest...
Copper price run signals supply squeeze: Sprott
Copper’s roughly 50% surge over the past year is increasingly looking less like a traditional commodities cycle and more like a structural squeeze...
U.S. Leaves Europe Behind in Critical Minerals Race
The United States is forging ahead with its critical minerals ambitions, investing billions in securing non-Chinese supply, while in Europe, the centr...
Canada’s Opportunity to Remake Its Economy through Critical Strategic Minerals
Energy crisis as an opportunity, but not the one Canada thinks. The well-worn trope that every crisis presents an opportunity holds up well in present...
What’s Driving Metal Markets Prices for Copper, Steel and Aluminum in 2026?
What’s Driving Metal Markets Prices of industrial metals like copper, steel and aluminum remain highly responsive to incremental signals from geopol...
Zinc hits four-year peak on supply fears and speculators
Prices of zinc in London hit their highest in more than four years on Friday as the accumulation of stocks in China, the world’s biggest me...
Gold and silver surge in August as mounting US debt fears rattle markets
Gold and silver have both stormed higher this August, driven by a softening dollar, mounting US government debt and fading expectations of a further F...
Money and ‘a lot of noise’: how the US’ critical-minerals industry is vying with China’s
State-backed funding is driving American efforts to build domestic supply, but industry trends and price gaps are still seen as hurdles to reducing re...
Copper Backwardation Collapses After 20,000 Tons Hit LME Warehouses
Trafigura Group and several other traders delivered more than 20,000 tons of copper into LME warehouses on Tuesday, the biggest one-day build in on-wa...
Gold, silver, miners surge as Treasury doubles bond buybacks
Gold, silver and miners surged Wednesday after the US Treasury unexpectedly said it would at least double purchases of long-dated government debt, pus...
What’s behind Platinum’s latest 3.1% price pullback?
Platinum (XPT) declined 3.10% as short-term bullish technical signals were undercut by sellers, even as industry demand and a constructive reward-to-r...
Copper supply squeeze intensifies as equities lag metal price, RBC says
Copper’s physical market is showing signs of an increasingly severe supply squeeze even as mining equities remain cautious, according to RBC Capital...
Gold: A Short-Term Pause With the Bullish Structure Intact
Gold is trading at 4,389.83 dollars, down 26.86 dollars on the day, about 0.61%. It is a modest pullback, and the 4-hour chart helps put it into pers...
Copper tests new record amid AI and energy demand
Data center, renewable energy, electric vehicle, and other related investments drive copper demand, while US-China supply competition and producers fa...
Silver Eyes $70 After Rebound From July Lows
Silver is testing a major resistance zone near $66-$67 after rebounding from its July lows, with both daily and weekly charts showing improving momen...
Trump Is Spending Billions On The Minerals That Power EVs
For years, U.S. President Donald Trump has openly displayed his disdain for the clean energy and electric vehicle sectors. In the early days of his se...
Aluminium on thin ice as LME stocks hit 36-year low, Reuters says
London Metal Exchange (LME) stocks of aluminium have slumped to their lowest level since 1990, attesting to the supply-chain dislocation caused by ...
China Bought 20 Tonnes Of Gold In July And Nobody Is Talking About It Enough
So China bought 20 tonnes of gold in July. Just casually. Twenty tonnes in one month which is the most theyve done since late 2023 and nobody seems to...
Gold Is Up Sharply in August. What’s Driving It Higher?
Gold is rebounding after falling for most of 2026. Gold is on the rebound. The price of the yellow metal hit an all-time high of $5,354 an ounce in la...
Critical minerals mining in US poised to benefit from $250bn Bank of America initiative
Critical minerals mining in the US is poised to benefit from a new $250-billion finance initiative announced by Bank of America on August 12. Bank...
Copper price touches fresh Comex record as squeeze in London hits hardest of the year
Copper set a record on the Comex on Wednesday as a tame US inflation reading eased the threat of higher interest rates and a physical shortage in Lond...
Copper’s Rise Continues As Gold Tries to Claw Back Lost Ground
After correcting through much of the Iran conflict to date, precious metals are starting to revive based on a set of ETFs through Tuesday’s close (A...
Malaysia and Australia eye domestic neodymium magnet production in rare earth push
Malaysia and Australia are exploring closer cooperation in the rare earth elements (REE) and critical minerals sectors, including the development of d...
Palladium Outperforms 2025 Forecasts as Supply Risks and Hybrid Demand Support Prices
Palladium outperformed analyst expectations in 2025 despite widespread concerns over oversupply and weakening demand, according to the latest LBMA Ann...
RBC Bull Scenario Targets Gold at $5,321
The Gold price could average close to $5,300 in 2027 under RBC’s bullish scenario, while its central case still points to prices holding above $4,20...
China Is Losing Its Rare-Earth Grip. The US May Pay the Price.
The U.S. is making progress toward breaking China’s dominance of the rare-earth supply chain. But there is a catch: non-China rare earths are alrea...
Why Silver Could Push Back Into The $80s
The price of Silver could extend its recovery into 2027, with RBC’s Fresnillo model assuming $77.48/oz in 2026 and $83.13/oz next year. The Silver ...
A quiet rush for gold is sweeping the globe — here’s why countries are stockpiling it
World Gold Council survey finds a record 45% of central banks plan to add gold amid inflation and geopolitical uncertainty. As wars spread, trade ten...
Trump Administration Pledges Over $2 Billion for Battery, Critical-Minerals Firms to Cut China Reliance
On Friday, the Donald Trump administration pledged more than $2 billion to battery and critical-minerals companies, expanding a government lending spr...
Middle East tensions persist, short-term aluminium prices hold up well
SHFE aluminium closed at RMB 23,950 per tonne, edged down 0.13 per cent, with the price above the MA5 (around 24,000) and all short- to medium-term mo...
Gold miners surge more than 20% in breakout week
Gold mining stocks capped one of their strongest weeks in years on Friday, with benchmark funds gaining more than 20% as bullion climbed to its highes...
The battle for critical minerals is won at the port, not the mine
At the end of 2023, a cargo ship sailing towards the Bab el-Mandeb strait did something that would have been unthinkable just a year earlier. It...
Indonesia says mineral export resume after delays over rare-earth testing
Exports of Indonesian mineral products have resumed after delays linked to testing for rare-earth element contents, with shipments of alumina hydrox...
Base metals gain amid AI demand, supply concerns in July
Despite recent selling pressure, massive AI investments continue to expand the sector, supporting global growth and base metal prices, while persisten...
DRC bans copper and cobalt concentrates exports
The Democratic Republic of Congo has banned exports of copper concentrate and cobalt concentrate as it escalates efforts to force domestic processing ...
UK opens applications for $34M critical minerals fund
The UK government has opened applications for its £25 million ($34 million) Critical Minerals Accelerator, offering grants to help bring critical mi...
Trust in mining at ‘turning point’ amid critical minerals push
Industry leaders cite key opportunity to tackle negative public attitudes to mining. Growing awareness of the need for ‘critical’ minerals is ...
WGC, OMM partner to advance artisanal and small-scale gold mining
The World Gold Council (WGC) and OCIM Metals and Mining SA (OMM) announced on Wednesday a Memorandum of Understanding (MoU) to support the formaliza...
Critical minerals could add almost US$40 billion to Brazil’s GDP
Investments in the critical minerals chain in Brazil could add 192.1 billion reais (US$ 37.6 billion) to the country’s economy by 2050. According ...
Silver Is Quietly Setting Up Again – Why Is Nobody Talking About It
Silver has slipped out of the spotlight, but tightening supply, resilient industrial demand, and improving macro conditions could support another rall...
Chile’s deadly storm adds growing pressure to copper prices
Deadly storms in Chile have disrupted copper mining in the world’s top producer in the past weeks, adding pressure to a market already struggling to...
Iron Ore Prices Hit One-Year Low as China Demand Slump Deepens
Singapore iron ore futures fell as much as 2.3% to $93.65 a ton, the lowest intraday level in a year, while Dalian contracts dropped nearly 3%. Trader...
Canada should back critical minerals with buyers
The federal government’s first move through the Canada Critical Minerals Accelerator did not go to a lithium developer or a nickel mine. It went to...
Trump orders restrictions on export of critical minerals
US President Donald Trump on Thursday signed an order giving federal officials the power to block exports of old batteries and other electronic was...
South African PGM Supply Risk: The Geological Reality in 2026
The Geology That Cannot Be Legislated Away Most critical mineral supply risks have a policy remedy. Build more processing capacity, diversify trade re...
Central banks’ gold rush hits record in Q2 as geopolitical risks persist
Central banks bought a record 289 tonnes of gold in the second quarter, a 74 per cent annual increase, as geopolitical uncertainty strengthened the ca...
Copper price jumps on tightening supply, mining stocks rally
Copper climbed on Thursday as mounting evidence of a tight physical market and relief that the US Federal Reserve left interest rates unchanged outwei...
Demand for lithium is surging: here’s how to make mining more sustainable
Researchers are looking for ways to extract the metal from underground reservoirs that use less water. As more people seek out electric vehicles and b...
With Inflation at 3.5%, Is Now a Good Time to Buy the SPDR Gold ETF? Here’s What History Says.
The U.S. Federal Reserve aims to keep the Consumer Price Index (CPI) measure of inflation increasing at a rate of 2% per year. Unfortunately, the CPI ...
China’s gold imports jump 89% in first half as prices retreat
June imports climb to 173.34 tons, highest since March 2024, according to customs data International gold price falls 8% in first half, while yuan-den...
Africa urged to process bauxite and other critical minerals locally to drive industrial growth
African nations have been urged to accelerate domestic processing of bauxite and “other” critical minerals instead of continuing to export...
Trump’s Critical Minerals Policy Is A $6.5 Trillion Trap
President Donald Trump’s campaign to purge Chinese-linked critical minerals from federal supply chains is facing the U.S. industrial reality check...
China’s rare earth reserves could be much larger than reported: leading geologist
But potential resources at massive Bayan Obo mine in Inner Mongolia do not automatically translate into economically recoverable reserves. The world...
Citi maintains bullish copper price targets on supply pressure
Citi maintained on Monday its bullish copper price targets through the end of the year, citing tighter physical markets and supply pressure in Chi...
The West’s Rare Earth Comeback Has Finally Begun
Beijing is now desperately attempting to bring rare earth manufacturing back inside its own borders, exclusively. New Chinese export restrictions spec...
Gold Holds Firm as Chinese Demand Strengthens While Silver Awaits Its Next Catalyst
Chinese Gold Imports Set to Top Last Year as Hong Kong Expands Vault Capacity While John Paulson Calls Gold a Long-Term Bull Market Precious metals po...
Copper supply may face 25% deficit by 2035 despite record prices: IEA
Global primary copper supply could face a 25 per cent deficit by 2035 despite copper prices reaching record highs, as the pace of new project developm...
Japan finds heavy rare earths dominate seabed deposit
Japan said on Friday that medium and heavy rare earth elements accounted for about 54% of the rare earth content in deep-sea mud recovered off a remot...
The world’s new strategic resource: How critical minerals will power the future
Powering everything from electric vehicles and artificial intelligence to advanced defence systems, critical minerals are fast becoming the world’s ...
Lithium Prices Sink To Five-Month Lows Amid Oversupply Jitters
Lithium prices have sunk to a five-month low as the return of previously idled mine capacity triggered fears of a massive market oversupply. Lithium p...
Central bank gold demand to surge as 89% expect global reserve growth: World Gold Council
Broader portfolio diversification efforts, gold’s strong performance during crises, and potential to protect against geopolitical risks drive demand...
Copper price nearing US record as premium doubles, Shanghai stockpiles drop 82%
Copper surged to its highest in more than a month on Tuesday as evidence of a tightening physical market in China piled up and traders rebuilt bets th...
Zinc expected to retreat in 2026 as weak demand offsets supply fears
Zinc prices are expected to retreat from recent highs over the rest of the year as lacklustre demand offsets supply disruptions, analysts say. The me...
Goldman Sachs Says Central Bank Gold Buying Provides Price Floor
Gold prices remain under pressure from elevated US bond yields, but Goldman Sachs believes robust central bank demand should prevent any sustained sel...
Geopolitical tensions keep aluminium prices volatile, while long-term demand outlook remains firm
For much of 2026, aluminium prices have been driven more by geopolitics than by underlying demand. As tensions between the US and Iran intensified, fe...
China lithium prices hit five-month low on expectations of oversupply in 2027
China‘s lithium futures prices sank to a five-month low on Tuesday on expectations of oversupply of the electric vehicle battery metal in 2027...
US dollar loosens grip on central bank reserves worldwide as gold takes over
ECB data shows gold now tops US Treasuries in reserves as dollar holdings gradually ease. The US dollar remains the world’s dominant currency for tr...
Copper price rises as key China gauge hits one-year high, Chile output losses mount
Copper climbed on Monday as fresh evidence of physical tightness in China and a growing tally of weather-hit output in Chile outweighed jitters over t...
Australia should narrow its critical-minerals focus – starting with antimony
Australia needs to talk less about critical-mineral supply chains and more about specific minerals. Generic discussions about supply-chain resilience ...
Gold Purchases Accelerate as Dollar Confidence Wanes
Central banks are scaling back on the dollar as institutional bullion buying climbs to record highs. In the World Gold Council’s (WGC) latest annual...
AI emerges as new driver of rare earth demand: Sprott
Artificial intelligence is emerging as an unexpected new source of demand for rare earth elements, adding to military and clean-energy consumption ju...
Bank of America Now Sees Platinum Hitting $3,000 an Ounce by Q4 2026
Bank of America’s $3,000 platinum call only makes sense if you look past the headline metal trade. The real story is a market where thin invento...
Nickel projects worth US$1.8 billion in Brazil gain momentum
Two major nickel projects in Brazil, with combined investments that could reach almost US$1.8 billion, have gained extra momentum amid optimistic expe...
China’s rare earth export curbs may hit $6.5tn in global production
The full implementation of China’s curbs on rare earth exports could jeopardise $6.5 trillion in downstream production outside the country, potent...
Cuba’s cobalt exposes a Western supply chain weak spot
Canada’s only cobalt refinery has become an unexpected casualty of US sanctions on Cuba, exposing a critical weakness in Western mineral supply chai...
Platinum and Palladium Have Been Left Behind in the Precious Metals Rally and These 3 ETFs Could Be the Next Catch Up Trade
Gold and silver stole the precious metals story over the past year. Platinum and palladium sat it out. That gap sets up the choice between three physi...
Copper: Physical demand supports prices – ING
ING’s Warren Patterson and Ewa Manthey highlight supportive fundamentals for Copper, with tightening LME warehouse dynamics and strong physical dema...
Geopolitical conflicts amid cooling inflation, aluminium prices strong with limited upside room
The most-traded SHFE aluminium 2608 contract closed at RMB 23,165 per tonne, down 45 yuan or 0.19 per cent from yesterday’s settlement price. It ope...
Oil Volatility Is Rising. Here’s Why Gold And Silver Investors Should Pay Attention
Oil volatility is climbing aggressively, and while most traders remain rigidly fixated on crude oil, gold and silver investors may want to pay even cl...
Silver vs. Gold: Annual Returns During Downturns
Silver has historically experienced greater volatility than gold during recessions and market downturns. In 2008, for example, gold rose 3.4% while si...
Japan aims to become rare earth powerhouse despite investment risks
During a campaign speech for the House of Representatives election in February this year, Japanese Prime Minister Sanae Takaichi expressed high expect...
Is Asia About to Change the Gold Market Forever?
Gold and silver spent much of the week on the defensive, although both metals stabilized and recovered some ground late in the week. The selling press...
Lula Tells Trump to ‘Worry’ About Brazil’s Rare Earths
Brazil’s president gathered ministers and mining specialists at the Planalto Palace on Friday. The subject was what to do with the country’s strat...
Beyond the mine: Where true power in critical minerals really begins
Control over processing is becoming the true measure of strategic power. When the conversation turns to critical minerals today, the spotlight almost ...
US fund to make ‘big’ investment in Ukraine’s critical minerals this fall, economy minister says
In an interview, Oleksii Sobolev paints a portrait of an economy which is prepared for an uncertain future — and one from which the world can learn....
China Is Weaponizing Fertilizer Against American Farmers
Americans are learning the hard way that food security is a national security issue. A war in the Middle East, a shipping chokepoint thousands of mile...
Billions in US-funded rare earths flowing to Asian markets: report
US-backed rare earths producers are selling much of their output to Japan and South Korea because American magnet manufacturing has yet to catch up wi...
Gold demand shifts from hedge to money
Gold’s rally is turning bullion from a hedge into working collateral, resource investors heard this week at the Rule Symposium in Boca Raton, Florid...
Canada, Japan push critical minerals pact with $1bn deals to cut China dependence
Canada and Japan are deepening their critical minerals alliance, seeking to reduce their dependence on Chinese supplies. At Canada’s largest-eve...
Gold, critical minerals gain trust premium as money, supply chains fray
Gold is returning as the “apex predator” of a debt-heavy financial system, while critical minerals are becoming the ground governments fight over,...
Corporate Japan’s rare-earth warnings get louder as China keeps the spigot closed
A shortage of critical minerals is starting to affect the broader Japanese economy, adding a sense of urgency for Prime Minister Sanae Takaichi...
From liquidation to consolidation: precious metals seek a floor
Key Points: Gold is attempting to stabilise rather than resume its uptrend, supported by softer US data, easing inflation concerns and a less hostile ...
China’s top ETF is now gold, not stocks
Central banks just made their second-largest monthly purchase of the year. China’s biggest ETF is now a gold fund. And Citi just took a seat inside ...
Gold Is Starting to Look Like a Tactical Trade Again
This is a quiet stretch for US data, wedged between a softer payrolls report and the June inflation release on July 14. Takeaways Gold does not nee...
Copper’s Next Move Depends On Washington
Six months after Operation Epic Fury upended the metals complex, the Strait of Hormuz still can’t decide if it’s open. Days after the tw...
Beijing opens lithium futures to foreign traders to cement pricing power over US
Miners, battery makers and traders outside China can now trade lithium carbonate futures and options on the Guangzhou Futures Exchange. Beijing has un...
WGC: Gold to Hold Near US$4,100 in Second Half of 2026
The global gold price will remain rangebound around US$4,100 per ounce in the second half of 2026 under current conditions, according to the World G...
Sprott Gold Miners vs Global X Silver Miners: Which Precious Metal Producer ETF Should You Buy?
Investors looking for exposure to the precious metals sector often choose between Global X – Silver Miners ETF (SIL+3.90%) and Sprott Gold M...
Brazil aims to lift global share of critical minerals output to 12.2% by 2050
Brazil will unveil its National Mining Plan 2050 on Thursday, setting a target to increase its share of global critical minerals production to 12...
Can Brazil become a key rare earth supplier for the West?
As Western governments seek to reduce dependence on Chinese rare earth supply chains, Brazil is emerging as one of the world’s most promising new so...
Copper Price Outlook 2026, 2027: Why Goldman Sees Much Higher Prices Ahead
Copper prices have retreated this month alongside other industrial commodities, but Goldman Sachs remains firmly bullish, arguing that structural supp...
Signs of Divergence in the Platinum and Palladium Markets
There are signs of divergence in the platinum and palladium markets as investors remain bullish on platinum, while bearish sentiment appears to be tak...
Can the G7 Break China’s Grip on Rare Earths by 2030?
The G7 has finally put a number on rare earth diversification. Its commitment to cut reliance on any single non-allied supplier below 60% by 2030 is...
‘New oil’: US aims to create $2.5-billion critical minerals stockpile to counter China’s dominance
Resource competition: US Congress moves to challenge China’s critical minerals dominance. A bipartisan group of US lawmakers has introduced legi...
Nickel Prices Slip on Rumored Indonesia Quota Hike Despite Official Denial
Benchmark nickel prices took a tumble this week on news that top producer Indonesia is preparing to significantly raise its annual mining quotas to ...
Canada announces more federal investment for projects to advance critical minerals mining
Canada Energy and Natural Resources Minister Tim Hodgson on June 29 announced investments of up to $73-million planned for 12 projects across Cana...
Nigeria identifies major new critical minerals district, large lithium discovery
Nigeria has revealed what officials describe as its most significant critical minerals discoveries in years as Africa’s largest oil producer seeks t...
New money from Ontario for critical minerals supply chain
The province says it’s spending $740,000 to support the development of the critical minerals supply chain with funds being directed to two Nipissing...
EU pitches Brazil a ‘more beneficial’ rare earths deal than US or China
European Union is offering Brazil a “more beneficial” partnership on critical minerals than the United States or China, the bloc’s internat...
Canada, Japan consider critical minerals joint stockpiling in hunt for China alternatives
Canada and Japan are working on a range of mining projects, including potential joint stockpiling, Canada‘s Trade Minister told Reuters, as...
UK Government commits £50m to critical minerals industry
The government has announced a £50 million investment package aimed at strengthening the UK’s supply of critical minerals. The funding is designed ...
Central Bankers Plan to Keep Stacking Gold
Central bank gold reserves have increased by an average of 1,000 tonnes per year over the last four years. That’s double the 500-tonne average durin...
Critical minerals: The next energy battle in West Asia
For decades, oil and natural gas defined power in the Middle East. Control over hydrocarbon resources shaped alliances, triggered conflicts and influe...
Domestic and international aluminium prices under pressure overall
The most-traded SHFE aluminium 2608 contract closed at RMB 23,425 per tonne, down 1.47 per cent. Prices traded below the MA5 (23,816.00), MA10 (23,952...
Why gold remains a core asset despite a ‘perfect storm’
After an exceptional year of returns for the yellow metal in 2025, the wind has been taken out of the sails of gold so far in 2026. According to data ...
The Clock Is Ticking: America’s Critical Minerals Moment
Twenty-nine years. That is the average time it takes to permit a mine in the United States. China controls roughly 60 percent of the world’s cri...
Lithium’s next demand wave extends beyond EV batteries
Electric vehicles (EVs) will remain the dominant source of lithium demand for at least the next 15 years, but a growing range of technologies from art...
Tether Has Emerged as a New Gold Buyer
Strengths The best performing precious metal for the past week was palladium, up 3.27%. Palladium-backed ETFs added 4,411 troy ounces in the latest s...
China’s Antimony Ban Sent Prices Up 2,600%. Rare Earths Are Next
In 2024, China announced export controls on antimony. It’s a metal most people have never heard of, but antimony goes into more than 200 ty...
Argentina Cuts the Red Tape Slowing Its Copper and Lithium Boom
Argentina has spent the past year courting miners with tax breaks and access to once-protected land. The latest step is quieter but aimed at a real pa...
UK to invest $66 million in critical minerals to reduce import reliance
Britain will invest £50-million ($66-million) to boost domestic production of critical minerals, the government said on Monday, as it seeks to reduc...
Top banker tried to sway Pope Leo XIV on rare earth mining
The head of Latin America’s top development bank made a pitch to Pope Leo XIV this week in the face of the Vatican’s call to divest from the minin...
Aluminum’s War Shock Blunted By Dark Transits And Chinese Supply
The Iran war caused one of the biggest supply shocks to ever hit the aluminum market, but the runaway price surge that many were bracing for has been...
JPMorgan’s Latest Forecasts Are Bullish for Gold: Buy the Dip
The underlying outlook for gold remains excellent, even as near-term pressures could persist. The price of gold has dipped to about $4,320 per ounce i...
Tokenised gold: A new way to invest in gold or a risky bet? What investors need to know before investing
Investors now have multiple options to own or invest in gold without buying jewellery. While physical coins and bars continue to be a popular choice f...
Should You Buy This Top Silver ETF With Silver Trading Below $75 an Ounce?
Silver has fallen in price due to transitory factors, but it isn’t likely to stay that low. Silver went on a tear in 2025, more than doubling in...
WGC: Central Banks Plan to Boost Gold Allocations as US Dollar Outlook Declines
Global central banks plan to increase their gold reserves while reducing their exposure to the US dollar over the next five years, according to the Wo...
Silver Bulls Need 69.20 Break to Regain Short-Term Control
Silver futures are trading at 66.25, testing a critical support zone after failing to sustain prices above the Daily VC PMI Mean of 70.42. The mark...
G7 Countries Commit to Diversifying Critical Minerals Supply Without Deciding Who Bears the Cost
Critical minerals were once again near the top of the agenda for G7 leaders as they met in Évian, France, this week, a year after the G7 launched the...
Canada offers Italy priority access to critical minerals
Canadian Prime Minister Mark Carney has offered Italy priority access to Canada’s critical mineral reserves as the two countries expanded cooperatio...
Gold Miners or Silver Miners: Which Precious Metals ETF Is the Better Buy Right Now?
Sprott Gold Miners ETF (SGDM+3.14%) offers lower fees and North American gold exposure, whereas Global X – Silver Miners ETF (SIL+3.04%) pr...
Chile Bets $3bn on a Make-or-Break Lithium Project
Chile sits on some of the planet’s best lithium, the silvery metal at the heart of electric-car batteries. Turning that advantage into lasting incom...
China’s gold market cools amid ETF outflows: report
China’s gold market cooled in May as weaker prices, robust equity markets and soft jewelry demand weighed on investment activity, according to the W...
Critical minerals reshaping global trade as demand surges: UNCTAD
Supply chains remain highly concentrated, while governments increasingly use trade policy to secure access, says UN agency. Critical minerals are resh...
Copper surges as Trump signals Iran deal could come within days
Copper prices staged a strong recovery on Friday, climbing more than 2% from a three-week low after US President Donald Trump signalled that a deal wi...
Europe eyes Brazil’s rare earth rush
The European Union is stepping up efforts to secure access to Brazil’s rare earth reserves as Brussels seeks alternatives to Chinese supply chains a...
Canada risks losing critical minerals infrastructure race, PwC warns
Canada risks losing its competitive edge in critical minerals, energy and other strategic sectors unless it accelerates infrastructure investment and ...
Palladium attempts to recover losses as Bank of America maintains a bullish outlook
While markets have been focused on the recent sharp decline in gold prices, the broader precious metals sector has also experienced significant sellin...
Why Did Central Banks Spend $95 Billion To Buy Up Gold?
In 2025, central banks around the world bought 863 tonnes— nearly $100 billion worth—of physical gold, making it the fourth largest year for centr...
US business group says some critical minerals are ‘nearly unobtainable’ from China
US access to critical minerals from China remains difficult due to export controls and licensing delays, a US business lobby said on Wednesday, with B...
China isn’t defending critical minerals investment. It’s defending leverage
Chinese reactions to Treasurer Jim Chalmers’s decision to order six China-linked investors to divest their holdings in Northern Minerals tells us fa...
Gold Is Well Off the Record High It Hit in January. Is It Time to Buy the Dip?
The price of gold has retreated from its January high. Gold had an incredible 2025, rallying about 72% and setting multiple all-time highs. The last o...
Lithium’s threat isn’t demand, but pricing
Lithium investors are asking the wrong question about battery substitution. For years, the industry has debated whether a breakthrough technology woul...
Are Critical Minerals Catalysing the Second Scramble for Africa?
It is a well-documented fact that the possession of resources has significantly governed power structures. The early colonisation of distant lands for...
Can Copper Still Rally After Reaching a Long-Term Target?
I asked if consolidation in copper around $6 per pound was bullish in a May 8, 2026, Barchart article, stating the following: Buying copper during pr...
Why tin demand is surging, and supplies are running thin
Every conversation about what AI needs eventually lands on the same shortlist: GPUs, power, cooling, and land. Tin rarely makes the cut. Yet without ...
Kazakhstan, Saudi Arabia strengthen cooperation in critical minerals
Kazakh Ambassador to the Kingdom of Saudi Arabia Madiyar Menilbekov held talks with Saudi Vice Minister of Industry and Mineral Resources Khalid Al-Mu...
Central Banks Flipped Back to Gold Buying in April
Central banks were once again net gold buyers in April, after large sales pushed gold accumulation into negative territory in March. In March, global ...
Copper Tops $14,000 With Banks Calling for Even More Upside
Copper is trading just above $14,000 a ton in London, roughly $500 shy of its all-time high set in January, and Wall Street thinks it has further to r...
Investment demand for platinum still extremely strong – WPIC
Investment demand for platinum remains extremely strong, with market fundamentals continuing to support platinum as a compelling investment. Marke...
Gold price seen hitting record $4,920 as bull run resumes
Gold prices are expected to surge to a record annual average of $4,920 an ounce in 2026 as investor demand strengthens and geopolitical uncertainty co...
As India rises in critical minerals race, can it dent China’s dominance?
While India could become a valuable part of an alternative supply chain, analysts say it is unlikely to replace China any time soon. A new India-US p...
Resource nationalism redraws critical minerals playbook
Resource nationalism is expanding beyond taxes and royalties, forcing lithium and rare earth investors to navigate export controls, production quotas,...
Brazil takes on Chinese dominance in rare earths
Growing investment and vast reserves are positioning Brazil as a major alternative to China’s rare earth supply chain. Brazil is attracting growing ...
Copper price: Goldman, Citi make bullish calls on supply woes
Commodity analysts continue to see upside in copper despite the industrial metal already trading near record highs, anticipating that favourable deman...
Price of tin, ‘metal of computing power,’ rises 40% within six months, boosted by explosive AI growth
The price of tin, hailed as the “metal of computing power,” has surged about 40 percent within six months in China, reaching a historic hi...
Gold Surpasses US Treasuries in Central Bank Reserves
Gold has overtaken U.S. Treasuries among central banks’ favored reserve assets — underscoring a dramatic shift in how governments are protecti...
Copper, Aluminum Prices Rise on Global Demand, War Outlook
Copper climbed toward $14,000 a ton and aluminum advanced to its highest in more than four years as the unresolved conflict in the Middle East and opt...
Miners urge gov’t aid to challenge China’s rare earth dominance
Government support for rare earths projects will remain necessary for years as Western countries work to counter China’s long-standing dominance of ...
Gold, Silver and PGM Price Floors Hold Up Against Headwinds
The precious metals complex is proving resilient in the face of intensifying macroeconomic headwinds and ongoing uncertainty over the direction of the...
Japan fears new rare earth squeeze as China tensions deepen
When China broke out one of its “big guns” in last year’s trade war with the US – an array of export controls on rare earth elements – it he...
Middle East tensions push Japan’s aluminium prices higher as Gulf imports fall 13%
Japan’s aluminium market is facing growing uncertainty as escalating tensions in the Middle East begin disrupting one of the country’s most critic...
Bank of America tells investors to expect silver rally in 2026
Silver hit $120 an ounce at the start of 2026. It is now stuck below $75. The metal has given back more than a third of its peak value, and the debate...
The US-China rare earth rivalry and the rise of a new geopolitics of resources
When US President Donald Trump imposed steep tariffs on the entire world on April 2, 2025, he called that “Liberation Day.” The very next day, Chi...
Critical minerals: The West is learning the wrong lesson from China
Democratic governments are treating community consent as an obstacle to supply – just as China has worked out it isn’t. The West is trying to brea...
Quad partners unveil $20B critical minerals plan
The Quad partner nations — United States, Japan, Australia and India — unveiled plans to invest $20 billion to further support the buildout of a r...
Canada turns from U.S. to Europe as war propels aluminum higher
Canada is pushing more of its aluminum towards Europe to make the most of higher premiums on offer, after its neighbor the United States imposed a 50 ...
China Keeps Rare Earth Pressure on Washington After Trump Summit
Trump’s Beijing summit produced business deals and temporary diplomatic easing, but failed to secure a long-term rollback of China’s rare earth ex...
Geological Maps: Key to Securing Critical Minerals Supply Chains
As the US scrambles to secure supplies of critical minerals, only 25% of the country is sufficiently mapped for mining exploration—and geological ...
The competition for critical minerals is heating up
Metals have become strategic again. How can investors benefit? Commodity markets have entered an era in which metals and minerals are no longer simply...
UBS warns that palladium faces ‘structural oversupply’ as EV shift hits demand
Palladium prices are likely to come under renewed pressure this year as the market swings from more than a decade of shortages into oversupply, accord...
British Columbia’s critical minerals push faces delivery test: PwC
Canada’s British Columbia and the Yukon risk losing ground in the global critical minerals race unless they can accelerate mine construction, power ...
Can Western Supply Chains Catch Up with China’s Rare Earth Machine?
New restrictions. New pauses. New strategic promises. But can the West actually build a rare earth supply chain strong enough to challenge China’s i...
A warning to critical minerals buyers: avoid butter mountains, aluminum floods
Western governments, currently plowing tens of billions of dollars into critical minerals in an effort to break their reliance on China, could look to...
Warning lights flash as aluminium reels from Gulf shock
The Iran war is shaping up to be one of the biggest supply shocks in the history of the aluminium market. Gulf production of the metal, which is ...
China’s grip on lithium to hit 39% by 2030: WoodMac
Chinese companies are on track to control 39% of global lithium production by 2030 as they deepen investments across Africa, Australia and South Ameri...
Platinum Supply Deficit and PGM Risk Premiums Deepening in 2026
The Commodity Market’s Most Underappreciated Structural Problem Few commodity markets illustrate the gap between price signals and supply respon...
Canada invests in Arctic infrastructure to bring critical minerals to market
The government of Canada is making strategic investments to advance Canada‘s critical minerals potential, reinforce Arctic sovereignty and ...
Copper price surge mints 23 new unicorn mines
Tech venture capitalists invest in startups and get to call them unicorns. The official definition of a unicorn is a startup with a $1 billion val...
Platinum Market Swings To Surplus Amid War Impact
The global platinum market shifted into its first surplus in six quarters during January–March 2026 as the Iran war triggered sharp investment outfl...
The Explosive Growth of Critical Minerals
Global mineral production has climbed dramatically over the last six decades as industrialization, urbanization, and electrification reshape the globa...
Most Investors Think Silver Is Precious Metal – Industry Thinks It’s a Critical Material
The traditional investment thesis for silver has long mirrored that of gold, with market participants historically treating it as a monetary safe ha...
UBS lifts copper price forecasts on supply constraints despite mixed near-term signals
UBS has raised its copper price forecasts, citing a positive fundamental outlook driven by supply constraints and resilient demand from the energy t...
EU targets tungsten, rare earths stockpile to counter China’s grip
The European Union has shortlisted tungsten, rare earths and gallium for its first coordinated stockpile of critical minerals as the bloc steps up eff...
Should You Invest in Gold or the S&P 500? It Depends.
With contrasting approaches to risk, income, and portfolio composition, these two ETFs play distinct roles in a diversified investment strategy. Inves...
Critical minerals boom lifts mining dealmaking
Global mining M&A is gaining momentum this year, driven by a surge in critical minerals deals, rising government intervention and a shift towards ...
France, Greenland sign letter of intent to boost cooperation on critical minerals
Partnership aims to strengthen cooperation on mineral resources, support Europe’s energy, industrial goals. France and Greenland signed a letter of ...
Hedge funds ramp up bullish copper bets as prices hit record highs on supply fears
Hedge funds increased their bullish positioning on copper to a five-month high, coinciding with a fresh record in New York Comex prices as investors r...
Why Platinum & Rhodium Will Outperform Palladium in 2026
The Slow Death of Consensus: Why the EV Revolution Has Given PGMs a Second Life For years, the dominant narrative surrounding platinum group metals wa...
The Dollar Is Shrinking And Gold Could Explode Higher
In the latest episode of the Money Metals Midweek Memo, host Mike Maharrey challenged the optimistic mainstream narrative surrounding the U.S. econom...
The Strategic Link Between USMCA and Critical Minerals
The concept of North American security has undergone a quiet but profound transformation over the past decade. What was primarily understood, particul...
Copper prices surge to record $6.5 per pound amid tight supply and AI-fueled demand
Mine disruptions, sulfuric acid shortages, and insatiable demand from data centers and renewables are pushing the red metal into uncharted territory. ...
The Pentagon Has Less Than 8 Months to Break China’s Rare Earth Grip
China moved this week to take tighter control of its rare earths producers amid an escalating tit-for-tat battle with Washington over everything from ...
Gold prices steadies as inflation revives higher-rate bets
Gold held near record levels as renewed US inflation pressures reinforced expectations the Federal Reserve will keep interest rates elevated for longe...
Aluminium recycling sector flags EU ETS risks, surge in copper prices too
European aluminium producers are facing mounting pressure as the European Union pushes forward with reforms to its Emissions Trading System (EU ETS), ...
Copper Nears Record High as Traders Tune Out Trump’s Iran Rejection
Copper is defying the ‘war discount’ usually applied to industrial metals, nearing an all-time high on Monday as a brutal supply crunch pr...
Brazil to discuss critical minerals at BRICS, G7
Brazil’s Finance Ministry will take part in upcoming meetings of the BRICS bank and the G7 finance track. In addition to the economic impacts of ong...
Silver: Eastern demand supports resilient upside – TD Securities
TD Securities strategists note Silver is maintaining its upside, trading resiliently despite higher energy prices. While recent CTA (Commodity Tradi...
Canada plays its hand on critical minerals with global investment push
With $72.4 billion on the table, Canada’s critical-minerals drive must thread the needle between the United States and China. Canada is hoping to be...
The No.1 Rare Earth Stock for 2026?
Roughly 40 years ago, the United States made a decision that seemed perfectly rational at the time: it stopped processing rare earths. The economics d...
Copper price nears record on China demand, supply worries
Copper extended its rise on Tuesday and is now closing in on a fresh all-time high, with a rebound in Chinese demand and concerns over global supplies...
Silver jumps 7% to near $86 amid stalled US-Iran talks, inflation concerns
Precious metal hits highest level in nearly 2 months as investors track Middle East risks, US CPI data. Silver jumped 7% to near $86 an ounce on Monda...
Rare Earth Maps Are Being Redrawn to Include Greenland
Western defense secretaries and technology executives should keep a map pinned above their desks. It would show the global distribution of rare earth ...
The Philippines bets big on nickel’s battery boom
The Philippine nickel sector is itching for a bigger slice of the global critical minerals pie as the world’s appetite for battery metals goes into ...
Gold Demand Up in Q1; Sets Record in Value Terms
Gold demand was up 2 percent year-on-year in the first quarter, setting a record in value terms. Including over-the-counter (OTC) selling, gold demand...
China’s Massive Silver Buying Spree – What It Could Mean for the Global Market
Why China Is Buying Massive Amounts of Silver Right Now | NTD News Interview China imported more than 800 tons of silver in March, marking one of the ...
Is this a new era for platinum? Its miners think so
Since the decline of gold production in the 1990s, platinum has become South Africa’s most valuable strategic metal, and among its most important ec...
Gold stabilises as safe-haven role reasserts, but upside remains constrained
Gold bounces higher as yields and oil drop, but strong resistance lies ahead. Gold has regained some footing after a difficult few weeks, rebounding t...
World Bank predicts metals price rise in 2026
The Washington-based institution says a spike in precious metals values is leading the way in an anticipated double-digit overall metals and minerals ...
Chile moves to formalize critical minerals strategy
Chilean lawmakers have introduced a bill to establish a legal framework governing critical minerals, aiming to secure supply chains and address a re...
Central Banks Added More Gold in March But Big Sales Sent Net Purchases Negative
Central banks continued to buy gold in March; however, big sales by Turkey and Russia sent net purchases negative by 27 tonnes. Officially, central ba...
DR Congo’s Cobalt Miners Pivot To Copper Amid Price Crash
Democratic Republic of the Congo is pivoting its mining strategy: cutting cobalt output amid oversupply and low prices while shifting focus to copper,...
Argentina mining revival fuels $40B copper push
Argentina’s mining sector is increasingly becoming a focal point of geopolitical competition, as global powers and multinational firms vie for acces...
Canada posts trade surplus in March thanks to higher crude prices, surging gold exports
$1.78B surplus contrasts with $5.11B deficit in February. Canada’s merchandise trade balance swung to a surplus in March as higher crude oil pri...
Rewiring Critical Mineral Supply Chains: The Canada–Japan–France Partnership
For much of the past decade, critical mineral diplomacy was framed through a binary lens: either align with China—the dominant player in extraction,...
Lithium deficit strains investments of US$15.9bn in Latin America
A group of 27 lithium projects, including greenfield and brownfield developments in Latin America, involving investments of US$15.9 billion, are expec...
Central Banks Reserves Fuel Gold’s Rise and Silver’s Repricing Gains Momentum
Gold and silver both edged lower last week, with gold closing around $4,614 and silver near $75, a modest pullback in what remains a broader uptrend. ...
Rising nickel prices reignite stainless steel cost concerns
A new Indonesian price policy has combined with supply chain issues caused by the Middle East crisis to reignite concerns that rising nickel costs wil...
Japan and Australia agree to deepen cooperation on energy, defence and critical minerals
The prime ministers of Japan and Australia agreed to deepen cooperation in a wide range of areas including energy security, defense and critical miner...
Goldman Holds Firm on $5,400 Gold Target
Wall Street analysts are still holding firm on their bullish year-end targets for gold bullion — even after gold ended April with a more measured ...
Minerals over ideology? US embraces pragmatic diplomacy to break China’s rare earths grip
Washington under Trump is eager to secure alternative supplies, but Beijing’s dominance appears too strong to break soon, observers say The Tru...
World Bank’s 21.6% aluminium price forecast faces upward pressure amid tight market
An increase of 21.6 per cent in the aluminium price this year has been observed by the World Bank, in comparison to the previous year. The observation...
China’s Rare Earth Leverage Explained in 3 Shocking Charts
Failed peace talks and the ongoing disruption at the Strait of Hormuz reminded the world what a chokepoint looks like. Oil spiked. The Dow dropped....
World Bank Sees Coal Prices Rising 20%, Nickel 12%
A global commodity shock highlighted by the World Bank is poised to boost Indonesia’s key exports, particularly coal and nickel, as energy disruptio...
From Oil To Critical Minerals: The Next Energy Security Risk
When tensions in the Middle East escalated this spring, the Strait of Hormuz turned into a focal point of global concern. Oil prices surged, markets t...
Gold price could see $8,000 on de-dollarization, Deutsche Bank projects
Gold is poised to benefit significantly from an increasingly fragmented world as nations continue to pivot into the metal and away from the US dollar ...
‘Without commodities there is no renewable energy, no data centres’ – BlackRock’s Evy Hambro
Gold and copper are the two largest exposures in the £1.8bn BlackRock World Mining investment trust, with long-serving fund manager Evy Hambro saying...
Why the Precious Metals Breakout Has Not Re-Rated PGE Developers
Introduction The 2024 to 2025 precious metals cycle produced price moves that stand apart from prior bull markets in their breadth. Platinum surged pa...
Rare Earths vs. Critical Materials: Navigating 2 Distinct Opportunities
Rare earth elements (REEs) and critical materials, despite their sometimes interchangeable use, represent two distinct investment opportunities. Under...
Canada Just Opened North America’s First Electrochemical Lithium Refinery
China has been consolidating its control over global lithium supplies for years now. As the lithium-ion battery sector continues to grow at a massive ...
Platinum vs palladium: Which metal could deliver bigger returns right now?
Platinum vs palladium investment guide 2026: Platinum and palladium don’t attract the same attention as gold and silver, but their importance in the...
When Will Gold Reach $10,000? A Reality Check For Some
Gold opened Friday at $4,661.33 per ounce, marking a 3.5% weekly retracement following a period of intense price discovery and sharp volatility. While...
EU, U.S. sign critical minerals plan to counter China reliance
The European Union and United States signed an agreement Friday to co-ordinate on the supply of critical minerals needed for key industries including ...
Middle East conflict triggers aluminium supply concerns
Aluminium plays a crucial role in the transport, construction and packaging sectors. The global aluminium market is facing an unexpected supply disrup...
Gold, silver and copper market updates we’re bullish
Gold and silver have largely defied traditional safe-haven expectations during the 2026 Iran conflict, experiencing significant volatility and price ...
How firms should react to rivalry between America and China in critical minerals
The intensifying strategic competition between America and China is reshaping global trade, industrial policy and supply chains in ways that businesse...
Lithium market to enter deficit until 2035: Canaccord
The global lithium market is set to enter a near-decade-long deficit as a lack of mine investment weighs on supply of the electric vehicle battery met...
Aluminum Market Jolted By ‘Black Swan’ Shock
The global aluminum market is currently experiencing a significant “black swan” event due to disruptions caused by the ongoing conflict in the Mi...
Norway to develop Europe’s largest rare earth deposit
The Norwegian government has approved a state plan for the development of the Fens deposit, which contains neodymium and praseodymium. The project wil...
Lithium Prices Rebound, “Ice and Fire” in the Supply Chain
Lithium carbonate prices have surged from their 2025 low of around 75,000 yuan per ton to top 180,000 yuan in the first quarter of 2026 — a gain of ...
Critical Minerals: Global Gallium Supply & Demand
Gallium is a soft, silvery metal that producers recover almost entirely as a byproduct of aluminum and zinc processing. It has emerged as one of the...
Korea, China reaffirm need to ensure stable supply chains for critical minerals, rare earths
Korea and China have reaffirmed the need to work together to ensure stable supply chains for critical minerals, rare earths and other materials amid g...
Finland faces trade risk from reliance on China imports
Finland faces rising exposure to global trade disruption due to heavy reliance on imports from China, with lithium-ion batteries identified as a key ...
Capital.com Reports $1.27 Trillion in Q1 Trading Volume as Gold and Oil Drive Activity
Gold accounted for 59% of January’s platform volume as prices hit record highs, while oil trading spiked 649% tied to Middle East tensions. The ...
Copper at the Edge: Why $6.00 Feels Like a Trap
The copper market’s been one of those setups where you can feel the tension building under the surface lately—prices have pulled back from tho...
Inside the Race to Control the World’s Lithium Supply
The world is ramping up its lithium production in a bid to meet the growing global demand for critical minerals, being driven by renewable energy depl...
US Government Equity and Equity-Linked Investments in Critical Minerals
Federal equity and equity-linked instruments have become embedded in the sector’s financing architecture, with direct consequences for M&A struc...
LME at record high on aluminum ‘black hole’ fear
Industrial metals have jumped to a record high on the London Metal Exchange (LME), driven gains in aluminum after the Middle East war disrupted suppl...
Indonesia supply growth underpins nickel price, but Middle East conflict driving volatility – BMI
Research firm BMI – a Fitch Solutions Company – is revising its 2026 nickel price forecast to $16 600/t from $15 800/t previously, following an ...
BoA commodity trading jumps 60% on oil and gold volatility
Bank of America Corp reported a sharp rise in commodities trading revenue in the first quarter, with gains driven by heightened volatility in oil and ...
Analysts have a stark message on 2026 silver price and demand
Silver hit a record high of $121.6 per ounce in January 2026. It has since fallen 35%. The structural story underneath has not changed at all. The Sil...
Venezuelan policy revision opens bauxite and critical minerals mining to foreign capital
In an effort to attract foreign and private investment, Venezuela has approved new mining legislation. The reform has repealed mining laws from 1999 a...
Platinum Prices Surge 30% in First Quarter of 2026 Amid Supply Deficits
Platinum has experienced a significant price increase of 30% during the first quarter of 2026, continuing a trend of market strength that began last y...
Rare Earths Surge: The Minerals Outpacing Lithium
Lithium may dominate the headlines, but it’s no longer the most interesting story in critical minerals. A quieter rally is building—one driv...
Brazil demands rare earths be processed at home as US and China compete
Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine. Brazil will require foreign partners to process rar...
Is Gold More Likely to Hit $4,000 or $6,000 in 2026?
The safe-haven asset has been volatile recently, and how it performs from here on out will likely depend on the economy. The price of gold has been f...
EU launches critical minerals procurement platform to cut China dependence
The European Union on Monday launched the critical minerals section of its energy and materials procurement platform, which aims to give more...
Silver Is Moving Higher – But Is $100 Realistic From Here?
Silver entered 2026 with a degree of volatility that has left even seasoned market spectators breathless. After a staggering 147% climb throughout 202...
Australia and US Boost Support for Critical Minerals With $3.5 Billion
Australia and the U.S. have committed more than A$5 billion ($3.5 billion) to back a range of critical mineral projects, nearly double the amount pled...
China hikes rare earth prices by 45%
One of China’s biggest rare earth producers has hiked prices significantly, underscoring tightening market conditions and high geopolitical tensions...
Aluminium prices hit four-year high on Hormuz disruption risk
Aluminium prices rallied again on Monday, hitting their highest in over four years, as ongoing disruptions to flows along the Strait of Hormuz continu...
What’s Next for Gold & Silver
The 2006 Halfway Point During the last major bull market, gold spiked to $730 in 2006 and then consolidated for 16 months before resuming its uptren...
EU, US near critical minerals pact to counter China’s grip
The European Union and the US are nearing a deal to coordinate critical minerals production and supply chains, aiming to reduce reliance on China. The...
China’s copper import slump marks a shift in market power
A two-week ceasefire in the Iran war has dispersed some of the macroeconomic gloom enveloping the copper market, but there may be an even bigger probl...
Oil Prices Surge Again – What It Means For Gold, Silver, And Crypto
Brent crude recently surged past the $100 threshold before a fleeting de-escalation pulled prices back toward $94. However, the respite proved tempo...
Can Philippines become critical minerals powerhouse with help from US, Japan?
To curb China’s dominance in the sector, Manila has to cut red tape and fight corruption to draw US and Japanese investors. The US and Japan have...
Copper: From laggard to potential outperformer – Commerzbank
Commerzbank’s Thu Lan Nguyen notes Copper has turned into a top performer after being one of the weakest metals, pressured by rising LME stocks and ...
Why Gold Is Surging With Silver and Why Experts Predict $7,000 Price in 2026
Gold surged to $4,850 per ounce today (Wednesday), April 8, 2026, gaining over 3% as the US-Iran two-week ceasefire triggered a sharp reversal in the ...
Rare earths need $60bn financing overhaul as China threat looms: IEA
International Energy Agency warns that China’s continued dominance of rare earth material supply chains is putting up to $6.5tr of global econom...
Critical Minerals Become a Campaign Weapon in Brazil’s 2026 Presidential Race
Brazil critical minerals were a technical policy topic six months ago. Now they are a presidential campaign issue — with each major candidate stakin...
Goldman warns on copper as war threatens global economy
Copper is vulnerable to further declines if the Strait of Hormuz remains blocked, Goldman Sachs Group warned as metals markets brace for President D...
Aluminium and War: Gulf outages tighten global balance – ING
Chinese exporters of aluminium products are now expected to have a much better year as the Iran war tightens global supply and boosts margins, with ...
China’s central bank continues gold purchases for 17th consecutive month
China’s central bank increased its gold reserves for the 17th consecutive month in March. Analysts noted that this steady and sustained buying i...
Kazakhstan Eyes Rare Metals Mining in Afghanistan and Rwanda
Kazakhstan is assessing rare metals mining opportunities in Afghanistan and Rwanda, as laboratory tests and geological studies advance on samples coll...
Angola Has 34 Critical Minerals for Energy Transition
Angola has already identified 34 critical minerals for the energy transition, with emphasis on copper and the national strategy is to evolve from an e...
France pulls last gold held in US for $15B gain
The Bank of France (BdF) says it has pulled the remaining gold stored in New York and replaced it with a similar amount at its vaults in Paris. Due to...
Copper-Aluminum Divergence Unveils The Complex War Impact
Four weeks in, the ongoing conflict in the Middle East has evolved into one of the most severe recent energy shocks, according to the International E...
Australia passes law to trade, stock fuel alongside rare earths
Australia’s parliament has passed legislation empowering the country’s export credit agency to physically buy, stockpile and sell fuels alongside...
Japan, France to cooperate on critical minerals, nuclear power
Japan and France on Wednesday agreed to advance cooperation on critical minerals supply as well as nuclear power, Kyodo News reported. At a meeting in...
Brazilian government considers creating state-owned company linked to rare earths
The Brazilian government has begun internal discussions to evaluate the creation of a state-owned company linked to rare earths, according to officia...
Mineral supply security advocate warns of Europe’s impending critical minerals crisis
London-based mining services provider Norge Mineraler says the closure of the Strait of Hormuz will have a direct impact on Europe’s ability to b...
Indonesia bets on nickel levy to break its China habit
New nickel export tax is Indonesia’s boldest move yet to cut Chinese smelter dependence and climb the global value chain. Indonesia’s sweeping nic...
Wells Fargo sees gold at $6,300 by end-2026 despite recent slump
Gold has failed to behave as a safe-haven asset over the past month, with macroeconomic headwinds weighing on sentiment. However, Wells Fargo believes...
Canada loaning millions to proposed Nunavik rare earth mining project linked to Trump White House
Amid Prime Minister Mark Carney’s calls that the Canada-U.S. relationship is ruptured, Ottawa has committed $175 million to a mining project in nort...
US and allies push rare earths, lithium supply chains but structural hurdles remain
Efforts by the United States and allied nations to rebuild critical mineral supply chains are progressing, but structural and market challenges are ke...
Gold strong, but juniors must deliver, Haywood says
Gold’s record run may have lifted junior miners, but Haywood Securities says the next stage will be far less forgiving, with capital flowing only to...
Is This The No.1 Way To Play the Rare Earth Crisis?
In Euclid, Ohio, just outside Cleveland, sits a facility that most people would drive right past without a second look. But inside that facility, work...
Copper has held up to Middle East pressure but UBS says recession risk looms
Copper prices have proved surprisingly resilient in the face of the Middle East conflict, but UBS warns the metal has only just begun to price in the ...
Gold Got Sold to Fund the Storm and Now Short Covering and Accumulation Collide
Now Short Covering and Accumulation Collide Gold did not break because the thesis broke. It broke because the system needed cash, and gold was the c...
Germany and South Korea Face Rare Earths Supply Shortage
Germany and the EU as a whole, as well as South Korea, are staring at a deficit of rare earth elements, while the U.S. and Japan are busy making suppl...
Lula warns he will not allow others to seize Brazil’s critical minerals
Brazilian President Luiz Inácio Lula da Silva said on Tuesday he will not allow other countries to take the nation’s rare earths and critical m...
The Rallies in Gold and Silver Are Not Complete – Here’s WHY
Trump’s “Productive Talks” and the Five-Day Illusion Monday’s market reaction was dramatic. After threatening over the weekend...
Ukraine holds Europe’s largest reserves of three EU-critical minerals
Ukraine holds deposits of 25 of the EU’s 34 critical raw materials, with the largest reserves of graphite, titanium and manganese in Europe, accord...
China’s $120 Billion Rare Earth Metals Bet Raises Supply Risks, Study
China’s push into the overseas market is rapidly reshaping the global supply chain for critical minerals. The country’s grip on raw materials and ...
Gold Is Getting Liquidated in a Market That Is Misreading the Endgame
Takeaways by Axi Select Gold weakness reflects liquidation, rising real yields, and delayed physical demand, not a breakdown in the long term macro c...
Silver Just Got Cheaper. The Case Just Got Stronger.
The dot plot delivered the bearish scenario on March 18. Silver fell. And the structural forces underneath the market didn’t move by a single ou...
UK highlights importance of cooperation with Mongolia on critical minerals
Head of Critical Minerals and Mining (International) at the UK Department for Business and Trade (DBT) Oliver Richards presented a report on the futu...
$3 Trillion Sell-Off In Gold And Silver Signals A Retracement Ahead Of Next Bull Run
On March 19, 2026, Gold and silver erased over $3 trillion in market value. Whenever this happens, the first instinct is to panic. While that is valid...
How Kazakhstan Is Seeking to Attract Global Capital to Critical Mineral Extraction
In March 2026, Kazakhstan moved into the spotlight of the global mining industry. Against the backdrop of an accelerating energy transition and a grow...
‘Critical minerals corridor’ seen linking mines, markets
Canadian property developer BMI Group says the clutch of industrial buildings it’s amassed in Ontario and Quebec could help strengthen Canada’s ro...
WGC unpacks gold, silver market differences as investors seek crisis diversification
During times of global uncertainty and geopolitical uncertainty, commodities such as gold and silver tend to benefit from increased demand; however, ...
US and Chile sign joint declaration on critical minerals and rare earth elements: Top points
On March 12, 2026, following the inauguration of President José Antonio Kast in Chile, the United States and Chile signed a joint declaration titled ...
Dollar Falls and Gold Plunges on Hawkish Global Central Banks
The dollar index (DXY00) today is down by -0.45%. The dollar is under pressure today after the British pound, the euro, and Japanese yen rallied whe...
Can Central Asia Cash in on the Critical Minerals Rush?
As the geopolitical race to secure alternative sources for critical minerals heats up, interest in Central Asia’s mining sector has kicked into a ne...
BlackRock World Mining beats benchmarks as gold, copper plays pay off
BlackRock World Mining Trust smashed its comparative benchmark with returns over 2025 after a “very strong year”, and noted a “supp...
How Europe Is Racing to Secure Lithium Supply with New Mining Efforts
Lithium is emerging as a strategic resource, pushing Europe to develop domestic mining and reduce dependence on Chinese-controlled critical mineral su...
All Signs Point to Gold Price Strength
Inflation, higher interest rates and a strong dollar are bad for gold prices. On the other hand, war, geopolitical stress, bad job reports and stagfla...
IEA: Largest Oil Disruption in History. What It Means for Silver
Oil above $100. The economy just lost 92,000 jobs. India opens institutional silver buying in 19 days. And the mining industry can’t respond. On...
Open-pit gold miners most exposed to inflation: Jefferies
Gold miners with large open-pit operations could face the biggest margin pressure from the conflict in the Middle East as higher oil prices threaten...
‘Not for Sale’: Rare Earths Pitch Ignites Debate Over US-Myanmar Engagement
As American diplomacy dramatically shifts under President Trump, experts warn of “major policy ramifications” in Myanmar. On July 17 last year, an...
US pours $1B into Latin America critical minerals
The United States has poured more than $1 billion into critical minerals investments across Latin America since January 2025, signalling a more assert...
Canada’s $3.6 Billion Critical Minerals Investment Package: What You Need to Know
On March 3, 2026, at the Prospectors & Developers Association of Canada (“PDAC”) Convention in Toronto, Canada’s Minister of Energy and Natu...
US Reportedly Has Just Two Months Of Rare Earths Left
The U.S. military’s reliance on Chinese rare-earth minerals is emerging as a strategic vulnerability as Washington’s conflict with Iran unfolds a...
Gold Continues to See Buyers in Risk Aversion
Gold continues to find buyers on dips during the session on Thursday, as traders continue to worry about the war, and the next steps going forward. Go...
Silver Finds Dip Buyers
Silver Technical Analysis Silver daily candlestick chart. Source: TradingView The silver market initially fell during the trading session here on T...
Rare Earth Metals Have Dominated on Wall Street. This New Form of Aluminum Could Make Them Obsolete.
The markets have been kind of obsessed with rare earth metals for the past couple of years now. Between all the stockpiling, price surges, and geopo...
Venezuela Opens Its Gold and Rare Earths to U.S. Mining
A Country’s Subsoil, Opened for Business Venezuela is rewriting its mining laws at a pace that tracks not with ordinary legislative process but with...
Indonesia’s Nickel Diplomacy: Navigating US–China Competition in Critical Minerals
Indonesia has quietly become one of the most consequential players in the global race for critical minerals. As the world’s largest nickel producer,...
US to counter China’s critical minerals dominance with ‘game-changing’ innovations
Potential US innovation in recycling electronic waste, combined with refining and processing, will allow the US to leapfrog China in critical minerals...
World’s rare earth giants: Top 10 countries with the biggest reserves
More countries are emerging as potential rare earth oxides (REO) suppliers, with upward revisions of estimates of available deposits in key countries ...
Silver Is Down 27% From Its High, and Here’s Why It Can Still Go Lower
At the start of the year, there was plenty of excitement around silver. The precious metal was soaring and reaching record highs along the way. Howeve...
Baker Steel’s Burridge: There’s more to gold than simply being a safe haven
In this week’s Monday Manager, Portfolio Adviser speaks to Mark Burridge, managing partner and fund manager of the £110.97m SVS Baker Steel ...
Antimony Emerges as Strategic Growth Play in $4B+ Critical Minerals Market
Antimony is starting to get a lot more attention in the critical minerals industry, especially as governments focus on securing materials needed for d...
France eyes Greenland’s trillion-euro minerals
France has signed a cooperation agreement with Greenland aimed at mapping the island’s vast mineral resources, including lithium, uranium and rare e...
Kazakhstan May Sell Gold to Fund $350M Crypto Purchase
A month after the initial reports emerged that Kazakhstan’s central bank plans to invest in cryptocurrencies, governor Timur Suleimanov provided fur...
The hidden potential of Trump’s critical minerals stockpile
The administration’s rush to secure the components for the military could benefit renewable energy — someday. Last year, the Trump administration ...
CBN Boosts Foreign Reserves With $3.5bn Locally-sourced London Bullion Market-standard Gold
The Central Bank of Nigeria (CBN) has taken delivery of responsibly sourced gold refined to London Bullion Market Association (LBMA) Good Delivery sta...
Morgan Stanley drops blunt reality check on gold price surge
Whenever there’s a spike in geopolitical tensions, gold usually wastes no time in pushing forward with aplomb. However, since the Iran war has s...
No Missiles, No Drones: What Happens When Rare Earths Stop Flowing?
In October 2025, something wild happened on the global stage that clearly demonstrated one of the Western world’s most glaring weaknesses…but most...
US invites proposals to boost supply of tungsten and 12 other critical minerals
The US military is seeking proposals to expand domestic production of 13 critical minerals used in defense and high‑tech applications. The initiativ...
What investors need to know about gold, metals and miners
Gold has captured investors’ attention, with the price rocketing 82 per cent over the past year. Although that pales in comparison to the 179 per ce...
Gold bulls say broader rally is intact despite investors’ dash for cash
Gold‘s appeal as it draws support from the widening conflict in the Middle East is expected to remain intact even if some investors have favoure...
China’s rare earth ban spurs Japan-India partnership on critical minerals
Seeking to lessen its dependence on China for rare earth elements—which are essential for magnet production—Japan is currently negotiating with In...
US, Japan unveil $36 billion of oil, gas and critical minerals projects in challenge to China
Japan has drawn up plans for investments in US oil, gas and critical mineral projects worth about $36bn under the first wave of a deal with US Preside...
Canada Plans $2.6B to Spur Critical Minerals Projects
Canada is moving closer to deploying around C$3.5 billion ($2.6 billion) in investments and programs to accelerate development of critical minerals de...
Gold holds near $5,200 as Fed bets fade, WGC sees upside
Gold steadied around $5,177 on Friday, consolidating within this week’s range as traders weighed fading hopes for near-term Federal Reserve rate cut...
Canada’s critical minerals push faces capital gap: RBC
Canada has channelled just 11% of its mining capital into critical minerals over the past 25 years, leaving the country behind global peers as demand ...
Critical minerals in focus as major Toronto mining conference underway
The securing and production of critical minerals is in focus this week as one of the world’s biggest mining conferences takes place in Toronto. The ...
India, Canada launch defense dialogue, sign pacts in critical minerals, uranium supply
Pacts signed as Indian Premier Narendra Modi hosted Canadian Premier Mark Carney for bilateral talks in New Delhi. NEW DELHI India and Canada on Monda...
Magnet Wars: How the U.S. Plans to Break China’s Grip on Rare Earths
The struggle for geopolitical supremacy is rapidly becoming a struggle over one critical resource – rare earth magnets. They will determine whet...
Why has Zimbabwe banned lithium export?
The largest lithium producer in Africa, Zimbabwe has suspended all raw mineral and lithium concentrate exports after the government alleged malpractic...
Critical minerals need reliable financing frameworks
In critical minerals policy, one of the costliest things we can say is ‘we signed a memorandum of understanding’. Public announcements can signal ...
Trump’s Secret Weapon in the Rare Earth War
Long before trade wars and tariffs, China secured manufacturing dominance by controlling rare earths – a reality so consequential that the Unite...
UK strikes critical minerals deal with Kazakhstan
U.K. Foreign Secretary Yvette Cooper will announce a critical minerals deal with Kazakhstan on Thursday as the West scrambles to diversify its supply ...
Japan to Support Rare Earth Development in Malaysia
The Japan International Cooperation Agency has announced that it will provide Malaysia with technical assistance for the development of critical miner...
Goldman Sachs revamps gold price target for the rest of 2026
Gold has been on one of the most powerful runs in its modern history. Spot prices touched an all-time high near $5,589 in late January 2026 before pul...
Silver rises sharply on safe-haven demand amid trade, geopolitical risks
Silver (XAG/USD) accelerates on Wednesday and trades around $90.70 at the time of writing, up 3.90% on the day. The white metal benefits from an envi...
Gold and The Quiet Birth of a New Monetary Order
A new reserve asset is rising. It is not a cryptocurrency. It is not a new fiat experiment. It is something far older, heavier, and far harder to cont...
South Korea and Brazil Elevate Ties with Strategic Minerals and Trade Pact
South Korea and Brazil have agreed to significantly deepen cooperation across key minerals, trade, technology and security, as President Lee Jae Myung...
What lessons can be learned from Japan’s critical minerals strategy?
The Center for Asia Policy Studies at Brookings hosted a workshop on Japan’s critical minerals strategy with experts from the United States and Japa...
Quick payback seen for Yukon’s Coffee gold project
Newmont (NYSE: NEM)-backed developer Fuerte Metals (TSXV: FMT; US-OTC: FUEMF) says it would need barely a year at current gold prices to recoup the ...
9 Smart Reasons To Invest In Gold In 2026
Central banks are buying heavily, investors are holding more, and supply growth stays limited. Gold’s role in portfolios looks stronger and more str...
Gold and silver miners jump on new Trump tariff uncertainty
Gold and silver miners were up near the top of the London leaderboard at the start of the week, as precious metals prices picked up on the back of the...
Brazil and India sign critical minerals pact
Brazil and India signed a series of agreements during President Luiz Inácio Lula da Silva’s three-day state visit to New Delhi covering critica...
Top 10 Central Bank Gold Reserves
Global central banks own about 17 percent of all the gold ever mined, with reserves topping 36,520.7 metric tons (MT) at the end of November 2025. T...
Canada’s defence strategy opens door for critical minerals, resource growth
Canada’s newly unveiled defence industrial strategy could unlock opportunities for the country’s mining and critical minerals sectors, as poli...
Breaking China’s Hold on Critical Minerals Requires More than Tariffs
Project Vault tackles investment risk directly, while FORGE will falter unless it becomes an enforceable trade regime. The Trump administration has ...
Copper, lithium unlikely to match gold’s gains as output rises: Goldman
Producers across the world are likely to ramp up output of commodities such as copper and lithium, limiting the kind of runaway price gains seen in go...
Brazil Sits on $2.6B in Rare Earth Projects. One Mine Works
Brazil sits on the world’s second-largest rare earth reserves — 21 million metric tons, behind only China’s 44 million. These 17 metallic elemen...
Indonesia tightens control on nickel as the US and China scramble for critical minerals
Indonesia is tightening state control over the world´s largest nickel supply after years of betting the metal would anchor a homegrown electric-vehic...
Romania aims to become global player in rare metals sector – energy minister
Romania’s energy minister Bogdan Ivan said the country could become a global player in the rare metals industry and plans to build its own refin...
Critical minerals: can Mexico compete without new concessions?
Mexico outlined an international strategy on critical minerals amid a geopolitical landscape marked by supply concentration in China and the industri...
New Zealand catches flak for ‘secret’ US critical minerals talks
Opposition parties accuse the ruling coalition of keeping voters in the dark, fearing a fast track to environmental damage. New Zealand’s government...
Kazakhstan, U.S. sign major $1.1bn deal on critical minerals
Tau-Ken Samruk, a portfolio company of the Samruk-Kazyna Fund, and Cove Kaz Capital Group LLC (Cove Capital) have signed a package of transaction docu...
Brazil Has the World’s Second-Largest Rare Earth Reserves but No Strategy for What to Do With Them
President Luiz Inácio Lula da Silva arrives in New Delhi on February 18 for a state visit that will include bilateral talks with Prime Minister Naren...
Copper price eases as global smelting activity hits decade low
After rallying through 2025 (not without some deep troughs) and into this year driven by supply disruptions in Indonesia and South America alongside t...
What’s Really Driving Gold’s Rise… and How to Play It
Gold prices have enjoyed an impressive run of late. Over the past 12 months, gold prices have skyrocketed 74% compared with the benchmark S&P 500 ...
Global mining at inflection point as demand for critical minerals surges
Global mining is at an inflection point: demand for critical minerals, underpinned by the low-carbon transition, defence spend, transport electrificat...
Nickel price rally meets scepticism over Indonesia output cut
Nickel prices surged late last year after Indonesia announced plans to slash ore production by a third in 2026 – but analysts at Panmure Liberum are...
Governments are hoarding commodities beyond gold — and it’s fueling price swings, Goldman Sachs says
Gold’s rally highlights a broader shift toward “insurance”-type commodity demand, Goldman says. Private investors are joining govern...
Why the US has amassed a giant stockpile of copper
The US has quietly built up its biggest stockpile of copper in decades, distorting flows of the red metal to the rest of the world. The influx of copp...
Trump’s Lust for Greenland’s Rare Earth Minerals Faces Harsh Arctic Realities
Experts cite the difficulties of mining in an inhospitable, fast-changing polar environment. President Donald Trump has been voicing interest in expl...
What Silver and Gold’s Recent Crash Tells Us About the Market
Silver and gold prices crashed abruptly on Jan. 30. Silver and gold are what you might normally load up on if you’re worried about where the eco...
India holds talks with Brazil, Canada, France and Netherlands on critical minerals
India is in talks with Brazil, Canada, France and the Netherlands over potential agreements on critical minerals, as New Delhi steps up efforts to sec...
Rare earth potential discovered in eight Indonesian blocks
As the largest economy in South East Asia, Indonesia holds vast reserves of critical minerals including REEs. Indonesia has identified eight mining bl...
Brazil will avoid exclusive agreements on critical minerals
Brazil intends to avoid exclusivity agreements with other countries regarding its critical minerals, remaining open to seeking partnerships with vari...
How Much Higher Will Gold Go?
The price of gold soared by more than 60% in 2025 — more than triple the gains seen in the S&P 500. During the final stretch of 2025, invest...
Is Platinum Still a Buy After the Correction?
Platinum futures rose nearly $900 per ounce from the 2025 closing price level, and were nearly $550 higher than the price on January 12 on January 26....
Gold Likely to Continue to See Buyers Despite Volatility
The gold market initially plunged during trading on Friday but now looks as if it is going to see buyers on each dip, as has been the case for some ti...
Silver Continues to See Wild Swings
The silver market plunged well below $70 on Friday, but turned around rather abruptly, as we continue to see a lot of noise in this market. Silver Fut...
UAE and United States Sign Framework to Strengthen Secure Supply of Critical Minerals and Rare Earths
Framework aims to accelerate secure supply of critical minerals and rare earths essential to defence, advanced technologies, and industrial resilience...
US pushes critical minerals trade bloc to counter China
US Vice President JD Vance has unveiled plans to marshal allies into a preferential trade bloc for critical minerals as Washington escalates e...
US, UK ink partnership deal on critical minerals
The US and the UK signed an agreement to secure the supply chain of critical minerals and promote investments, according to a statement by the UK Busi...
Italy, France and Germany push EU towards critical minerals stockpiling
Europe’s three largest economies are moving to place critical raw materials into the realm of strategic reserves, signalling that access to key indu...
Central bank buying strengthens gold; silver to be volatile, says ING Group
Gold and silver are bouncing back after experiencing one of the sharpest corrections in precious metals in more than a decade. While short-term vola...
Senators push $70bn funding deal to support Trump’s critical minerals push, FT reports
Senators will introduce legislation on Wednesday to reauthorize funding for the United States Export-Import Bank for the next decade, as lawmakers try...
EU to propose plans for critical minerals partnership with US
The EU is prepared to sign a memorandum of understanding with the US to develop a “Strategic Partnership Roadmap” within three months. The Europea...
India Pours Over $10 Billion Into Rare Earths to Cut China Dependence
India is moving to break China’s grip on rare earths, launching dedicated mining-to-manufacturing corridors across four coastal states. The 2026–2...
Critical Minerals For What And At What Cost?
Climate Justice Taranaki raises serious concerns over the government’s zealous push for critical minerals mining. This week, Prime Minister Chris Lu...
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 o...
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 Insti...
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 min...
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...
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 bri...
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 stea...
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 g...
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 ...
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 o...
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 a...
Trump Says The Dollar Is ‘Great’ – Gold And Silver Are Proving It Isn’t
The U.S. dollar weakened to more than four-year lows on Tuesday after President Donald Trump said he is “not concerned” about the greenb...
How long would critical minerals last in a supply shock?
Critical mineral stockpiles would keep most economies running for only weeks if global supply were suddenly cut. That vulnerability matters because cr...
Palladium Breakout Imminent? 5 Chart Patterns Aligning Now
As Palladium’s price plunges by 6.77%, the market is abuzz with speculation. Is this precious metal teetering on the edge of a breakout or a bre...
Gold Vs. Silver: Which Precious Metal Reigns Supreme?
It is a strange time in the world of precious metals. While gold (GLD) is on the move higher again after digesting its massive 2025 gains via a modest...
Critical minerals geopolitics in 2026: risks, supply chains and global power shifts
In 2026, competition over critical minerals continues reshaping geopolitical risk, industrial policy and national security. From US project finance an...
Hard Facts About Greenland’s Resources Of Oil And Rare Earths
Oil And Gas: Q1. Is there oil and gas in Greenland? Yes. The best potential for oil and gas is offshore of eastern Greenland. However, in the Southwe...
Gold Is Not Reacting to the Noise: It Is Repricing the System
The tell in this entire gold moonshot from 2025 into 2026 has never been the rallies. It has been the pullbacks and, more importantly, what happens ...
China Opens Lithium Market to Overseas Investors
China will open up futures markets for 14 commodities, including lithium carbonate and nickel, to foreign investors, Bloomberg reported today, citin...
Africa’s Critical Minerals Are a Huge Economic Opportunity – G20 Framework Sets Out Ways to Seize It
As the world shifts to clean energy, minerals such as lithium, cobalt and manganese have become as important as oil once was. Africa holds large reser...
Gold hits records as global risks rise
Gold prices pushed to another record this week before paring some gains, supported by heightened geopolitical tensions and continued demand for safe-h...
Silver’s $100 Moment Ignites Fresh Momentum In ETF Plays
Silver ETFs are gaining fresh attention in early 2026. Not only because silver price flew to $100 for the first time in history on Friday morning, ...
Copper tops $13,000 as Trump’s jabs at Fed, allies boost metals
Copper rallied above $13,000 a ton, part of a broad-based surge in metal markets that’s being aided by a weaker dollar as investors rotate away from...
Oil vs. rare earths: Which will shape the global economy’s future?
Oil shaped the last century, but rare earths may shape the next. As economies electrify and AI expands, control over critical materials is becoming a ...
Trump reveals NATO-linked framework on Greenland minerals
President Donald Trump said on Wednesday that he has reached a framework for a deal with NATO regarding the future of Greenland, which would include a...
Ontario can speed up critical minerals industry and maintain environmental standards, report says
The Ontario Chamber of Commerce hosted a panel discussion at Science North in Sudbury on Wednesday to discuss the future of mining. The conversation c...
Europe Sets Its Sights on Brazil’s Rare Earth Riches
The European Union is actively seeking rare-earth suppliers outside of China, focusing on Brazil, which holds the world’s second-largest resourc...
Copper prices rise amid mergers and strong demand forecasts
Copper prices recovered on Tuesday after trending down last week, with analysts forecasting a strong upswing in demand which is expected to provide su...
Central Asia’s tungsten test: Can Kazakhstan, Uzbekistan redraw US-China critical minerals map?
Explore Kazakhstan’s critical minerals role in the global tungsten market amid changing supply chains and rising prices. Key takeaways: Kazakhst...
DRC offers manganese, copper‑cobalt, and lithium assets to US investors under minerals pact
The Democratic Republic of Congo has sent Washington a shortlist of state-owned assets – including manganese, copper-cobalt, gold and lithium pr...
Gold, silver surge amid Trump Greenland crisis: ‘The debasement trade is on fire’
Gold (GC=F) and silver (SI=F) jumped to fresh records on Tuesday as President Trump doubled down on his pursuit of Greenland, threatening new tarif...
EU locks in access to South American lithium and critical minerals
The European Union has secured preferential access to vast reserves of critical minerals and agricultural commodities through its newly signed trade a...
Gold, silver prices jump to new records on Greenland dispute
View: Source Gold and silver prices jumped to all-time highs on Monday as concerns over a US-Europe trade war sparked by America’s efforts to take ...
Critical minerals ETFs hit new all-time high market cap above $750 billion
View: Source In this post: Total assets in metal and minerals ETFs passed $750 billion by the end of 2025. Gold and silver ETFs pulled in over $575 b...
US in talks with Brazil on rare earth partnership
View: Source The US is exploring the possibility of forming a rare earths partnership with Brazil, as Washington steps up efforts to reduce the natio...
Gold & Silver Rally May Reignite Interest In Mining Stocks
View: Source For years, some investors have seemed to fixate on mega-cap tech stocks, viewing many of these companies as among the most compelling wa...
UK Investors Are Searching to buy Gold as Prices continue to Climb
View: Source Gold hits $4,600 and in the UK searches for buying gold surge, pushing $5,000 target talk. It feels like every time we check the markets...
Japan, Italy agree to cooperate in strengthening economic security and critical minerals
View: Source Japanese Prime Minister Sanae Takaichi and her Italian counterpart Giorgia Meloni agreed Friday to cooperate in strengthening economic s...
Bipartisan Bill Proposes $2.5 Billion U.S. Critical Minerals Reserve
View: Source A bipartisan bill proposes establishing a $2.5 billion Strategic Resilience Reserve to encourage domestic sourcing of critical minerals ...
Trump puts silver, other critical minerals tariffs on hold
View: Source Silver prices briefly tumbled from record highs after US President Donald Trump said he is holding off on new tariffs targeting imports ...
Aluminum hits its highest price in nearly 4 years
View: Source Ton price reaches $3,225 amid rate cut bets, inflation worries, recovery hopes and supply concerns. Aluminum climbed to its highest leve...
Silver prices surge, but why is Canada keeping it off its critical minerals list?
View: Source Silver hit an all-time high on Wednesday, trading at US$92 an ounce, with industry leaders calling it the ‘next generational metal.’...
Europe neglected Greenland’s mineral wealth. It may regret it.
View: Source As Trump threatens to take Greenland by force, Europe’s failure to mine the icebound Danish territory looks increasingly like a mistak...
Bahia state emerges as a potential new rare earth frontier in Brazil
View: Source The Geological Survey of Brazil (SGB) sees one more state in the country with potential to develop projects related to the rare earths...
Africa’s critical minerals – cobalt, lithium, copper and PGMs – are central to the global energy transition, powering clean technologies and EVs
View: Source As the world accelerates its shift from fossil fuels to clean energy technologies, Africa is emerging as a central player in supplying t...
Why the aluminum market is tightening and why prices may stay supported into 2026
View: Source In recent years, people often explained aluminium prices using familiar demand stories like construction cycles, auto production, sentim...
Why Europe’s Reliance on China Is a Policy Choice, Not a Resource Problem
View: Source Europe’s dependence on China for critical materials is strategic, not geological. The real chokepoint lies in processing and refining,...
Gold, silver surge as ‘assault on Fed’ sparks rush to precious metals
Gold, silver jumped to new highs after Fed Chair Jerome Powell warned that “threats and ongoing pressure” from the Trump administration are jeopar...
Australia critical minerals reserve to prioritize antimony, gallium, rare earths
A sample of antimony is displayed at the Natural History Museum in London, Britain, June 6, 2025. REUTERS/Isabel Infantes/File Photo View: Source Aus...
Rhodium, World’s Most Expensive Metal, Found in Colombia
Rhodium, the world’s most expensive metal, is found in Colombia, although in small quantities, mainly in the department of Choco. Credit: Rhagchem...
Copper prices spark renewed £190bn Rio Tinto-Glencore merger talks
View: Source Mining giants Rio Tinto and Glencore have resumed negotiations regarding a potential £190 billion deal that would establish the world...
Gold Tops Treasuries as World’s Biggest Foreign Reserve Asset
View: Source Gold now ranks as the world’s top reserve asset. According to World Gold Council data, global gold reserves are approaching $4 trillio...
Why Silver ETFs Can Be Better Investments than Silver Bars
View: Source Physical silver carries wide spreads, storage costs, and liquidity challenges. Silver ETFs offer cleaner exposure with tighter bid-ask s...
Gold ETF inflows hit record as investors poured $89bn into the market in 2025
View: Source Global investors channelled a record $89-billion into physically-backed gold exchange-traded funds (ETFs) in 2025 as the gold price set ...
Silver’s Extreme Price Swings Are Here To Stay, Goldman Warns
View: Source After delivering its strongest annual performance in more than four decades, silver’s sharp price moves look set to continue. Acc...
Surging demand for scarce platinum set to outstrip supply again in 2026
View: Source Platinum is classified as a critical mineral in many countries around the world. As 2026 kicked off with the Trump administration’s i...
DOE Awards Billions to Bolster U.S. Uranium Enrichment Supply Chain
View: Source The Department of Energy has finally awarded billions of dollars in contracts, announced in 2024, for uranium enrichment across low-enri...
Strategic value, rich critical minerals: Why is US eyeing Greenland?
View: Source Strategically located between North America, Europe, and rich in critical minerals, Arctic island is focus of renewed US interest. ̵...
Japan condemns China’s dual-use export ban as rare earth curbs loom
View: Source Japan called China’s ban on dual-use exports for its military “absolutely unacceptable” on Wednesday, amid a looming t...
Banks bullish on gold price as Morgan Stanley sets $4,800 target
View: Source After delivering its best annual performance since 1979, gold is drawing fresh bullish calls from major banks as conditions line up for ...
Silver Extends Gains—Up Another 13% In 2026
View: Source Silver’s historic rally shows no signs of cooling as the new year begins. After a blockbuster 2025 that saw silver shatter decade-...
Is Venezuela a Critical Minerals Target?
Photo: natanaelginting/Adobe Stock View: Source On December 25, 1956, the New York Times declared, “Venezuela Finds Big Ore Deposits; Geologists ...
Stocks rise after the U.S. attacks Venezuela. But gold tells a different story
View: Source The S&P 500 climbed on energy gains. At the same time, gold and silver rallied amid fears that the geopolitical rules won’t ho...
Silver Breaks a 140-Year Structure: Cycles and Square of 9 Point Much Higher
View: Source Silver’s 140-year price history reveals a powerful combination of secular cycles, geometric price symmetry, and compression–release...
Copper Hits Record $13,000 on Tariff Concerns and Risk-On Mood
View: Source Copper touched $13,000 a ton for the first time, extending last year’s scorching rally as mine outages and trade dislocations fuel con...
Gold Sets the Tone for 2026 as Inflation Trades Linger Beneath Volatility
View: Source 2025 Was a Bad One in Many Ways Except Investment (IMO and Speaking Personally) A silver (and gold) lining was, of course, the preciou...
The Association of Mining and Exploration Companies releases rare earths support blueprint
AMEC chief executive officer Warren Pearce, pictured in West Perth. Credit: Danella Bevis/The West Australian View: Source Government backing for c...
Aluminum Hits $3,000 for First Time Since 2022 on Supply Concern
View: Source Aluminum climbed above $3,000 a ton for the first time in more than three years on a tightening supply outlook and long-term demand bets...
The West’s New Critical Minerals Playbook
BJP7images/Shutterstock View: Source China has long dominated the critical minerals supply chain, with an already large share in mining of many min...
Nickel hits nine-month high as Indonesia cuts back to boost prices
Nickel is still among this year’s weaker performers on the London Metal Exchange. Credit: TheWest View: Source Nickel has hit the highest since M...
Copper Set for Biggest Annual Gain Since 2009 on Supply Bets
Photographer: Lauren Petracca/Bloomberg View: Source Copper headed for its biggest annual gain since 2009, fueled by near-term supply tightness and b...
Copper Racks Up Longest Rally Since 2017 With Bulls at the Helm
View: Source Copper headed for the longest winning run since 2017 in a December rally powered by the prospect of more stress in the supply chain. The...
Where are The World’s Rare Earth Minerals Located?
View: Source Rare earth elements (REEs) are the backbone of modern technology, from EV motors and wind turbines to smartphones and precision-guided s...
Why is platinum suddenly so expensive, and what does it mean for buyers?
View: Source Supply shortages, trade fears and China demand push platinum to record highs. Platinum surged to a fresh all-time high above $2,300 an o...
Gold tops $4,500 as metals stand out as trade of the year: ‘Investors are just getting smarter’
View: Source Gold (GC=F) and silver (SI=F) are among this year’s biggest winners, with momentum driving prices to record highs and setting up the...
Critical minerals dependence could spark tensions from 2026 onward, IEA chief warns
View: Source ‘Global effort to work with countries other than China and diversify supply sources presents an opportunity for Türkiye,’ F...
Platinum surges to record highs, eclipsing gold and silver in 2025
View: Source While gold and silver have commanded investor attention throughout much of the calendar year, another precious metal has emerged from th...
Gold Rises To Fresh Record High On Safe-haven Buying
View: Source Gold prices surged to fresh record highs Tuesday morning on safe-haven buying amid escalating US-Venezuela tensions, and somewhat fading...
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 ship...
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 bega...
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 reco...
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, ta...
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 be...
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 e...
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 met...
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 executiv...
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-bas...
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 foc...
Ontario Launches $500M Fund Targeting Critical Mineral Processing Buildout
View: Source Ontario is putting $500M behind processing capacity, pairing it with $3.1B in Indigenous-focused financing tools to pull more value-adde...
Gold forecast to glitter again next year despite biggest gain since 1979
View: Source Gold has made its biggest jump since the 1979 oil crisis in 2025 — with prices doubling in the last two years — a performanc...
Silver overtakes Google to become the 4th-largest asset by market cap
View: Source Increased investor demand and shifting economic trends have propelled silver past major tech players in overall global valuation. Key Ta...
Indonesia may slash nickel output to steady prices
Nickel smelter in Sorowako, Indonesia. Credit: Marcelo Coelho, courtesy of Vale View: Source Indonesia, the world’s top nickel producer, might redu...
Copper Prices Surge Toward $12,000 on AI Demand and Supply Chaos
View: Source Copper prices hit record highs, fueled by a “perfect storm” of supply disruptions, high demand from AI data centers and the ...
Silver Is at an All-Time High. This ETF Lets Investors Capture the Momentum
View: Source This silver ETF has climbed over 110% in 2025 but could go much higher. Silver keeps climbing. The price of the precious metal has surge...
Turkey considers new authority to oversee critical minerals, rare earths
View: Source Turkey is considering the creation of a new critical minerals authority to assess and manage its rare earth and strategic mineral resour...
BofA doubles down on gold, calling the pullback a pause on the road to $5,000
View: Source Gold has spent weeks consolidating in the $4,200 to $4,300 range, but Bank of America views it as more of a breather than a ceiling. Cle...
Brazil’s Minas Gerais state outlines strategy for rare earth projects
View: Source The state government of Minas Gerais is mapping out strategies to increase the attractiveness of rare earth projects amid growing in...
EU’s critical minerals strategy: €3 billion boost amid industry risks
View: Source On Wednesday December 3, the EU unveiled its ReSourceEU Action Plan, providing new guidance on critical raw materials supply, with a ren...
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 i...
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 performa...
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 envir...
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. I...
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 in...
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. Th...
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 th...
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...
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...
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., Ca...
Silver ETFs on Track for Gold Medal in Performance This Year
View: Source “Hooray, Hooray. I’m your silver lining. But now, I’m gold.” (Hat tip to the indie band Rilo Kiley.) Silver, long associated wit...
Copper Climbs to Record as China Policy, US Imports Spur Rally
View: Source Copper rose to an all-time high after China set domestic growth as its top economic priority for next year, and amid stockpiling of the ...
Europe must guard against US dominance in rare earths, agency head says
View: Source Europe has finally taken major steps to build up its rare earths sector to counter Chinese dominance, but the region also needs to guard...
Copper sets new record on London Metal Exchange
View: Source Copper prices have once again reached a new all-time high on the London Metal Exchange (LME) amid fears of a shortage of this metal. Cop...
Korea to designate all 17 rare earths as critical minerals to beef up resource security
View: Source Image Credit: Industry Minister Kim Jung-kwan, right, presides over the inaugural meeting of the national resource security council in S...
UK has no immediate plans for critical minerals price floor, Minister says
View: Source Britain has no plans to match the United States in supporting domestic rare earth companies with a price floor to cut reliance on domina...
New copper demand drivers from US, India as China juggernaut slows
View: Source Copper consumption in the United States and India is set to emerge from China’s shadow over the next decade as demand growth in th...
China Says It’ll Approve Rare Earth Licences For ‘Civilian Use’
View: Source This is the first such indication from Beijing that it is taking concrete measures to reach a key promised outcome from a meeting betwee...
Global Supply Woes Push Copper Past $11,400 Per Ton
View: Source Soaring copper orders from South Korea and Taiwan led to the biggest rise in requests for withdrawals from London Metal Exchange warehou...
US critical minerals security drive brings new era of stockpiling, project investment
View: Source Explore the efforts of the US government in critical mineral stockpiling and the challenges involved in securing these vital materials. ...
EU moves to reduce reliance on China for rare earth supplies
View: Source Europe will on Wednesday unveil a plan to reduce its reliance on China for rare earths and other critical minerals, opening a fresh fron...
The Geopolitical Weaponization of Critical Minerals Supply
View: Source Global trade in late 2025 is increasingly defined by the geopolitical weaponization of Critical Minerals (CMs), moving these essentia...
China Launches First Lot of Simpler Rare Earth Export Licences
View: Source Three auto suppliers have received “general licences” designed to ease demand pressure by allowing more exports under year-long perm...
UBS Lifts Palladium Forecasts as Options Market Signals Ongoing Optimism
View: Source UBS has increased its price outlook for palladium by $50 an ounce across all forecast horizons, saying it expects the metal to remain mo...
Copper Holds Near Record High as Supply Fears Grip Global Market
View: Source Copper advanced to a record high in London on fears the global market is heading for a supply crunch. The metal rose as much as 1.3% to ...
Silver Hits Record High with 100% Price Increase This Year, Far Outpacing Gold
View: Source Key Takeaways Silver prices rose to record highs for the second consecutive trading day on Monday, driven by tight supply and growing in...
Competition Intensifies Over Central Asia’s Rare Earth Elements
View: Source In pursuit of rare earth elements (REEs), U.S. President Donald Trump hosted the leaders of five Central Asian states at the White Hou...
The UK must secure supplies of 34 critical minerals says new report – here’s how
View: Source You’re probably reading this article on a phone or laptop containing more than 30 different metals. Some will be common: aluminium cas...
Canada’s critical minerals push reshapes corporate identities
View: Source Prime Minister Mark Carney unveiled the next wave of Canada’s “nation-building”projects this month, and the message was clear: C...
Why Platinum Could Surge Higher From Here
View: Source The U.S. is offloading dollars for critical minerals… And so should you. The goal is to bolster domestic industries critical to na...
Why gold prices could soar another 20% next year, according to top Wall Street forecasters
View: Source Gold prices could surge as much as 20% in the coming year, top forecasters say. Wall Street sees tailwinds like central bank buying a...
US needs to break China’s supply chain chokehold to win the tech race
View: Source American leadership in artificial intelligence, quantum computing and biotechnology at risk. Beijing has repeatedly shown the world that...
Value of EV battery nickel second-highest on record, cobalt at 30-month high
View: Source In 2016, Elon Musk famously said: “Although they’re called lithium-ion, the actual percentage of lithium in a lithium-ion cell is ...
US Surges Ahead While EU Falters in Critical Minerals Race
View: Source In the global race for critical minerals, the US appears on track to bolster its supply chains while Europe watches from the sidelines, ...
If They Want Critical Minerals, They Will Have to Industrialize our Country, Lula Says
View: Source President says foreign companies may only operate in the sector if they add value to BrazilStatement comes after the G20, amid U.S. inte...
On critical minerals, the US needs more than just supply. It needs refining power.
View: Source When China announced export controls on several critical minerals—including rare earth elements—and related processing technologie...
The West’s Bold Move to Crack China’s Rare Earth Monopoly
View: Source Western nations are racing to build independent rare earth and magnet supply chains after China restricted exports of key heavy rare ear...
South Africa and EU sign critical-minerals pact as Brussels announces €350mn in infrastructure support
View: Source South Africa and the European Union signed a major critical minerals partnership at a high-level trilateral summit in Pretoria on Novemb...
Lithium prices plunge in China after moves to curb speculative trading
View: Source Lithium prices in China fell sharply on Friday, short-circuiting a rally, after the main exchange stepped in to curb speculative trading...
Hedge funds and retail now drive Gold rally – TDS
View: Source Gold’s recent strength has been powered largely by hedge funds and retail investors, whose inflows have far exceeded official-sector d...
Swiss Bank UBS (UBS) Says Silver Is Likely to Outperform Gold in 2026
View: Source Analysts at the lender say that the gray metal is likely to outperform its rival gold in 2026, with its price supported by tightening gl...
A cold gold rush? The race for the Arctic’s critical minerals is heating up
View: Source The Arctic’s geostrategic importance is becoming increasingly clear as countries scramble to shore up their resource security. The U.S...
Gold And Copper Set To Outperform As Oil Price To Lag Into 2026
View: Source ING has released its latest set of commodities projections through to the end of 2026, with analysts highlighting gold and copper as the...
Canadians back critical minerals push, but demand stronger enviro safeguards
View: Source Canada’s first Social Acceptability Barometer for the mining sector shows strong national support for developing critical minerals, b...
Saudi-US Partnership to Secure Supply Chains for Uranium and Critical Minerals
View: Source Saudi Arabia and the United States have signed a Strategic Framework for Cooperation on the security, stability and sustainability of su...
China’s Secretive Gold Purchases Signals a New Era for Bullion
View: Source Gold isn’t trading like a commodity anymore. It’s trading like a confession — the closest thing markets have to a whispered admis...
EU’s EIB to work with Australian government on critical raw materials
View: Source The EU’s European Investment Bank and the Australian government said in a joint statement on Monday they would deepen cooperation ...
How America fell behind in the rare-earth race—and how it hopes to come back
View: Source The United States has known for years that its economy runs on materials that it can’t control. The rare-earth metals that power F-35 ...
Softer words, harder policy: EU recalibrates on China as it seeks rare earths breakthrough
View: Source Under pressure from Beijing’s chokehold on rare earths and the simmering feud over chipmaker Nexperia, EU officials have been asked ...
Yttrium is Latest Rare Earth Concern as Global Supplies Fall
View: Source Traders report a ‘scramble’ for yttrium, used in chips and jet engines; prices have soared 4,400% this year and China has sent no yt...
China and Germany agree to seek closer commercial ties, end trade tensions
View: Source China’s Vice Premier He Lifeng and German Finance Minister Lars Klingbeil agreed on Monday that the two countries should strengthe...
Canada’s Carney sends three new critical minerals projects to Major Projects Office
View: Source Three new critical minerals projects will advance to the recently created Major Projects Office (MPO), Prime Minister Mark Carney...
China reports largest gold discovery in more than seven decades
View: Source China has announced the discovery of the largest gold deposit found in the country since 1949, with an estimated 1,444 tonnes of reserve...
PGM rally pushes SA’s mining output higher
View: Source September’s production up 1.2% from a year ago, with the sector in expansionary territory in the third quarter. SA’s mining producti...
Gold Extends Rally as Economic Uncertainty and Central Bank Buying Lift Prices
View: Source Gold rises above $4,200 as weak US data and central bank buying bolster demand. Gold prices climbed on Thursday, extending a week-long r...
Canada-India trade reset: critical minerals, energy, AI lead new cooperation push
View: Source Canada is working to reignite trade ties with India after a diplomatic pause that stalled negotiations in 2023. The emphasis is now shif...
Trump’s Tariffs Send U.S. Aluminum Prices to Record Highs
View: Source The U.S. all-in aluminum price hit a record $4,816 per ton, nearly double its 2023 lows, as inventories tightened sharply. Trump’s 50%...
The strategy for developing Canada’s critical minerals needs a rethink
View: Source Prime Minister Mark Carney deserves credit for putting the subject of critical minerals at the top of his agenda, alongside port develop...
Will Ending of EV Subsidies Impact Palladium Demand, Prices?
View: Source Between early April and October 2025, palladium prices rose over 95% from $870 to nearly $1,700 per troy ounce, rising in lockstep with ...
Commerzbank raises base metal outlook but cuts nickel forecast amid soaring premiums
View: Source Commerzbank raises short-term price outlook higher for most base metals, including copper, zinc, and aluminum. Nickel is the exception, ...
3 reasons to always have gold in your portfolio
View: Source VanEck’s Head of Investments and Capital Markets reveals the ideal allocation for gold in your portfolio. Key Points ASX gold shar...
Canada’s finance minister says critical minerals refining is the ‘name of the game’
View: Source Finance Minister François-Philippe Champagne says his goal is to help make Canada the NATO partner of choice when it comes to supplying...
Brazil’s Race For Critical Minerals Faces Promise And Delay
View: Source Brazil is sitting on some of the world’s richest untapped reserves of critical minerals — from lithium and nickel to rare earths use...
There’s Still Time to Catch a Ride With Gold Miner ETFs
View: Source With weakening labor data, the ongoing U.S. shutdown, and a softening dollar, gold demand seems poised to not slow down any time soon. T...
Ag Retailers Applauds Potash and Phosphate Inclusion on Critical Minerals List
View: Source Major Win for American Ag: Potash and Phosphate Added to Critical Minerals List. The Agricultural Retailers Association (ARA) is cele...
Why Silver and Platinum Are the New Strategic Metals of 2025
View: Source Rising Industrial Demand and Supply Constraints Boost the Strategic Value of Silver and Platinum. KEY TAKEAWAYS Solar panels now use les...
Interior Department releases final 2025 List of Critical Minerals
View: Source The Department of the Interior, through the U.S. Geological Survey, today published the final 2025 List of Critical Minerals, outlining ...
Word Gold Council: Investment Key Driver of Gold Demand in Q3 2025
View: Source Investor appetite for safe-haven assets resulted in a record quarter for gold demand in Q3 2025, according to the World Gold Council’s...
Rare Earths, Real Power: China’s Leverage, Brazil’s Opening, Vietnam’s Promise
View: Source Rare earths are the quiet hardware of modern life—inside EV motors, wind turbines, smartphones, medical devices, and defense systems. ...
Gold Miners Ride Record Prices to Strong Q3 Results
View: Source Global gold producers reported robust third-quarter earnings on the back of record bullion prices. The yellow metal surged to its all...
Canada ‘Abandons Market Economics’ With A New Critical Minerals Budget
View: Source Canada’s 2025 federal budget commits billions to expanding the mining sector even as the government projects a 78.3 billion Canadian...
Aluminium price recovery limited despite recent LME highs
View: Source Aluminium prices on the LME rose to a high since 2022 but have recently slipped. Prices rose due to improved US-China trade relations an...
The Golden Surge: Understanding Gold’s Historic Rally and What’s Driving It
View: Source Gold has captivated humanity for millennia, serving as currency, ornament, and store of value across different civilizations. But in rec...
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 a...
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 mater...
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 ...
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...
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...
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 overwhel...
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 Eu...
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 abou...
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...
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 ...
How Much Control China Has Over the World’s Critical Minerals
View: Source Key Takeaways China is the biggest producer for the majority of the materials listed. Other key players include Brazil, the Democratic R...
Gold demand rises to new high in tandem with price – WGC
View: Source According to the World Gold Council’s (WGC’s) ‘Gold Demands Trends’ report for the third quarter of this year, total gold d...
Copper Prices Surge on US-China Deal Optimism, Tight Supply Adds to Rally
View: Source Copper prices edged closer to record highs this week, driven by renewed optimism over an impending trade accord between the US and China...
How rare earths became the next trade war weapon
View: Source News that China and the US have sealed a trade deal that would postpone Chinese restrictions on rare earth exports for a year provides s...
US and Japan unite to counter China’s influence in critical minerals
View: Source Japan and the US agreed on new-generation nuclear reactors and rare earths. The deal aims to re-establish Japan’s nuclear export m...
Copper Set to Begin a New Bull Cycle: What’s Driving The Move
View: Source If there’s one market that’s becoming increasingly difficult to ignore, it’s copper. For years, it’s been treate...
Bolivia’s shift to the right renews ambition to mine vast lithium reserves
View: Source The election of a centre-right president after 20 years of socialist rule could open up the nation’s lithium reserves to foreign inves...
Trump Taps Southeast Asia For Rare Earths Amid China Uncertainty
View: Source The US is racing to establish a rare earth supply chain separate from China following Beijing’s increasingly aggressive moves to restr...
Will Australia’s $3bn critical minerals deal with Trump pay off?
View: Source There was a broad grin on Prime Minister Anthony Albanese’s face as he shook hands with an equally smiley US President Donald Trum...
EU to discuss rare earth minerals with Chinese delegation in Brussels
View: Source The European Commission is hosting a high-level Chinese delegation in Brussels this week to discuss China’s export restrictions on rar...
US launches $1.8 billion fund with ADQ and Orion to secure critical minerals
View: Source Washington forms new consortium with ADQ and Orion to secure key mineral supply chains. Dubai: The US has launched a new $1.8 billion in...
How to invest in undervalued gold miners
View: Source The surge in gold and other precious metals has transformed the economics of the companies that mine them. Investors should cash in, say...
Xi May Have Miscalculated on Rare Earths
View: Source China’s complex new rules take on the entire world at once—and give Trump an opportunity. The current trade confrontation between th...
The strategic importance of critical raw materials for Europe’s industry
View: Source This Policy Position was first published on 20 May 2024 on The Innovation Platform in an amended version European Commission President...
Gold Rebounds After Strong Pullback – Silver, Platinum Forecasts
View: Source Key Points: Gold climbed back above the $4100 level. Silver attempts to settle above $49.00 as trades bet on a rebound. Platinum tested ...
Korea must join global rare earth alliance before it’s too late
View: Source Securing supply chains a matter of survival, not choice The global race for resource security is accelerating. As strategic minerals bec...
World Bank Partners With Private Equity In Global Critical Minerals Race
View: Source Private equity investors are boosting their participation in the global race for critical minerals. As these commodities take the cent...
Brazilian rare earth investments to rise 49% by 2029
View: Source The Brazilian mineral sector plans to invest $68.4 billion in projects from 2025 to 2029. While the largest absolute investment is expec...
US Pushes Argentina To Curb China Ties Amid Bailout, Eyes Critical Minerals
View: Source In a bid to reduce China’s influence in Argentina, the Trump administration is reportedly pushing officials in Buenos Aires to restri...
US and Australia sign $8.5 billion critical‑minerals deal to counter China’s dominance
View: Source In this post: Trump and Albanese signed an $8.5 billion critical‑minerals deal at the White House to reduce dependence on China. Aus...
Gold holds near a record high, even as US-China trade tensions appear to ease
View: Source In a powerful and paradoxical display of stubborn strength, gold is holding firm near its all-time record high, a resilient and defiant ...
Silver Heading Toward Triple-Digit Territory
View: Source Silver, in my view, is on track to trade around $400 per ounce by 2032. I know that might sound ambitious at first, but when you dig int...
Gold & Silver ETFs and Central Banks Drive Stability
View: Source Key Points: Gold consolidates near $4,230 as Fed rate cut expectations and fiscal risks sustain global safe-haven demand. Central banks ...
The global race is on to secure critical minerals. Why do they matter so much?
View: Source Critical minerals are having a moment. Prime Minister Anthony Albanese is at the White House to talk up Australia’s rich deposits with...
Palladium Eases After Hitting Highest Since April 2023
View: Source Palladium hovered just below $1,560 an ounce as investors took a breather after the metal surged to its highest level since April 2023, ...
Can Gold Replace or Prop Up a Crumbling Monetary System?
View: Source Much has been whispered, postulated and debated over the decades regarding gold’s potential and place in a new global monetary system....
Canada unfazed by US moves on critical minerals, calls it ‘capitalism in action’
View: Source Canada’s Natural Resources Minister, Tim Hodgson, says the government is not alarmed by the US taking minority stakes in Canadian cr...
Tariffs and rare earths: New chapters in negotiations between Brazil and the US
View: Source Representatives from the governments of Brazil and the US held their first official meeting to discuss tariffs, but the outcome of the n...
Europe In The Rare Earth Trap: Up To 4 Million German Jobs At Risk As Beijing Tightens
View: Source Rare earth elements have become geopolitical dynamite. According to a new analysis by consultancy McKinsey & Company, up to four mil...
US Cancels $500 Million Cobalt Tender in Critical Minerals Blow
View: Source The US Defense Department canceled a tender to buy cobalt, in a fresh sign of the challenges facing Western countries trying to bolster ...
The Slowly Mounting Mineral Shock
View: Source China’s latest squeeze on mineral exports – and Washington’s threat of retaliation – ends any illusion that critic...
How China’s rare earth restrictions could disrupt the U.S. defense industry and reignite a trade war
View: Source China will not allow the export of rare earth materials for use by foreign militaries under restrictions announced last week. Rare earth...
Auto companies sound alarm over China’s rare earth export clampdown
View: Source In this post: China tightened rare earth export restrictions last week, sparking fears of major supply chain disruptions across Europe...
Overbought RSI Short Sellers Feed the Bull as Gold Clears $4200 With Power
View: Source Key Points: Gold price hits record $4218.41 as Fed rate cut bets and U.S.-China tensions fuel strong safe-haven demand. Traders price in...
JPMorgan launches $1.5trn initiative to boost critical industries including minerals
View: Source JPMorgan Chase plans to invest up to $10bn in direct equity and venture capital to support select US companies. JPMorgan Chase has unvei...
China’s rare earth exports fall sharply in September
View: Source China’s rare earth exports fell 31% in September from August, customs data showed on Monday, the third straight month of declines....
Pentagon Plans $1B Critical Minerals Buying Spree
View: Source The War Department reportedly moved to buy up to $1 billion in critical minerals as part of an accelerated stockpiling strategy aimed at...
China Implements Export Controls on Lithium Batteries and Key Materials, Covering High-End Batteries and Artificial Graphite Anodes
View: Source The international battery industry landscape is undergoing a new round of adjustments, as China has introduced significant export contro...
‘Conflict of interest’: Experts share concerns of U.S. stakes in Canadian miners
View: Source The U.S. government is increasingly taking stakes in publicly traded companies, including Intel and Canadian-based miners Trilogy Metals...
The world’s going mad for copper – but tin has just as much going for it
View: Source It flies under the radar, but tin could be the best metal to play the electrification narrative Supply is dominated by unstable jurisdic...
China steps up control of rare-earth exports citing ‘national security’ concerns
View: Source Tightened grip on minerals used in smartphones and fighter jets coincides with tense US-China trade talks. China has increased restricti...
What critical minerals are on China’s export control list now?
View: Source China on Thursday expanded its export controls over rare earths and related technology in a move to further tighten its grip and dominan...
Gold’s spectacular three-year rally is breaking all the records
View: Source Gold’s ascent through $4,000 an ounce is yet another milestone in a three-year bull run that has defied die-hard skeptics and broken a...
Why gold is having its biggest year since 1979
View: Source Gold is having a gangbusters year — and that’s typically a red flag about the state of affairs in the world. This week, gold blew p...
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, b...
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 dedic...
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 anothe...
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...
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 f...
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 comeba...
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 ...
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 countr...
Gold Rally Driven by Massive ETF Inflows
View: Source Gold hits new record highs above $3,780 per ounce, up 43% YTD. Fed policy is not the only driver; ETF inflows are the key catalyst. SPDR...
New approach needed in mining critical minerals
View: Source Government incentives and public literacy on metals could mobilize innovation and expand Canada’s role in global mineral supply chains...
Palladium rallies 3% on supply shortage concerns
View: Source Palladium prices rose during Monday trading amid a decline in the dollar against most major currencies and concerns over a shortage of t...
US in talks to establish $5B critical minerals fund: report
View: Source The US International Development Finance Corp (DFC) is in talks with New York-based Orion Resource Partners to establish a fund of up t...
Alongside Gold, Silver Is Benefiting From Potential Rate Cuts
View: Source The prospect of interest rate cuts this month and through the rest of the year is elevating prices for gold, but silver is also benefiti...
Beyond Gold & Silver: Platinum and Uranium Signal New Opportunities
View: Source Gold and silver have dominated market headlines in 2025, with gold rallying nearly 38% YTD and silver soaring more than 43%. Both met...
Disrupting a $900 billion market! The World Gold Council plans to launch ‘digital gold’ with a pilot program in London next year.
View: Source According to the Financial Times, the World Gold Council (WGC) is planning to launch gold in digital form. This initiative may create re...
Palladium climbs over 2% on supply shortage concerns
View: Source Palladium prices rose during Tuesday’s trading despite a stronger U.S. dollar against most major currencies, supported by expectations...
Copper Surges Strongly in the Slipstream of Gold and Silver
View: Source Just as the general holiday season concludes, prices for key metals and precious metals are gaining momentum. The gold price has already...
Why Lithium, Copper, and Uranium Are Set to Soar in the Global Energy Transition
View: Source The global shift to electrification is driving demand for lithium, copper, and uranium, key materials that power batteries, deliver elec...
New approach needed in mining critical minerals
View: Source Government incentives and public literacy on metals could mobilize innovation and expand Canada’s role in global mineral supply chains...
Gold prices holding steady, silver enjoys ETF activity
View: Source Refinery services provider Heraeus says in its latest precious metals appraisal that gold will not be subject to US import tariffs that ...
Going Beyond Gold: Capturing the Broader Commodity Complex
View: Source Gold has undeniably been the standout asset class of the year, stealing the spotlight after a string of record highs. Bullion prices ...
US losing ground to China in competition over Central Asia’s critical minerals
View: Source US officials keep expressing enthusiasm for expanding trade in critical minerals with Central Asian states. But while Washington talks,...
Platinum Rally Is Not Enough To Incentivize New Supply
View: Source China’s platinum imports hit records, draining Western vaults and pushing lease rates higher. Valterra warns prices need to rise anoth...
A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments
View: Source The United States wants to secure its supply chains and revitalize domestic manufacturing, but when it comes to minerals, it’s still p...
Industrial Activity & Investment Demand Will Drive Silver
View: Source Silver continues to show its luster alongside gold this year, but both carry differing demand drivers. Silver will benefit from recoveri...
Copper rises as Chile stoppage stirs fresh concerns about supply
View: Source Copper rose for a second day as Chilean mining giant Codelco grappled with the aftermath of a deadly accident at one of the world’s...
Global gold demand up 3% in 2nd quarter due to strong investment flows
View: Source Value of gold demand reaches record-high of $132B in Q2 as total demand hits 1,249 tons. Global gold demand expanded by 3% on an annual ...
Australia and Canada should cooperate, not compete, on critical minerals
View: Source The global critical minerals race is heating up, and by not collaborating more closely, Australia and Canada are letting down their part...
The U.S. Critical Minerals Dilemma: What to Know
View: Source Critical minerals play an essential role in security and technological competitiveness, but the United States relies heavily on imports ...
Brazil Moves to Guard Its Critical Minerals as Global Demand Grows
View: Source Brazil’s President Luiz Inácio Lula da Silva has announced the creation of a new commission to map and control the country’s critic...
China’s Control Of Supply And Demand Gives Lithium A 20% Boosts
View: Source Chinese control of both the demand for electric vehicles (EVs) and the supply of battery raw materials has sparked a surprise recovery i...
US eyes Philippine rare earths to counter China’s ‘chokehold’
View: Source The Philippines may have been unwittingly supplying China with key ingredients for everything from smartphones to missiles, insiders say...
Why smart investors are rebalancing alternatives with gold
View: Source Alternative assets have reshaped modern portfolios. Assets under management (AUM) for alternative assets is projected to reach close to ...
Rethinking EV projections and implications for PGMs
View: Source Due to the slower uptake of costly EVs there will still be demand for ICE vehicles and platinum group metals. It has been almost a decad...
Brazil to map its critical minerals potential
View: Source The Brazilian government will create a commission to develop a comprehensive map of the country’s mining potential, particularly f...
Silver Bull Market Just Getting Started, Could Accelerate Through Year-End
View: Source As of July 24, 2025, spot silver closed at $39.05 per ounce, dipping 0.57% on the day but still up nearly 35% year-to-date—outperformi...
Platinum Supply Deficits ‘Here to Stay’
View: Source The rising platinum price is unlikely to dampen demand or stimulate additional supply, meaning that forecast market shortfalls are here...
Brazil’s Rare Earth Exports to China Triple, Highlighting Shift Away from U.S. Ties
View: Source Brazil’s exports of rare earth minerals to China shot up to $6.7 million in the first half of 2025, tripling the full-year total from ...
Why Gold, Why Now?
View: Source During times of economic uncertainty and geopolitical instability, gold historically performs well. It is viewed as a reliable store of ...
Critical Minerals Supply Crisis Call Signal: Multi-Billion Dollar Funding Wave of Global Development
View: Source Platinum group metals markets are experiencing significant supply deficits of approximately 500,000 ounces annually for both platinum &a...
HSBC raises platinum and palladium price forecasts for 2025 and 2026
View: Source HSBC has raised its average price forecasts for platinum and palladium for 2025 and 2026, citing strong underlying fundamentals, accordi...
Ontario ‘scales up’ Critical Minerals Innovation Fund to strengthen mining supply chain
View: Source The provincial government is providing $7 million for a new round of the Critical Minerals Innovation Fund (CMIF). It’s meant to hel...
EU hails progress on China’s rare earth curbs but insists trade be rebalanced
View: Source After a one-day summit in Beijing, the European Union insisted on the need to immediately rebalance trade relations with China. The Euro...
Precious Metal Prices Surge Amid Geopolitical and Economic Uncertainty
View: Source Platinum saw a 28% price surge in June, marking its strongest monthly gain in decades, driven by supply concerns and investor interest. ...
Indonesia to remove US critical minerals export restrictions
View: Source Indonesia has agreed to eliminate tariffs on more than 99% of U.S. goods and scrap all non-tariff barriers facing American firms, while ...
Platinum market’s ‘deep’ tightness shows little sign of relief
View: Source The platinum market has tightened to unprecedented levels in the past few days as tariff fears and speculative buying pull metal from th...
How China came to rule the world of rare earth elements
View: Source This is a satellite image collected on Nov. 13, 2012, of the Maoniuping Mine, one of China’s largest rare earth elements mines, lo...
Who Controls Critical Minerals: A New Paradigm of Ownership Emerges
View: Source Neither the US nor China can power their economies from domestic mineral production alone, and both parties are jockeying to source crit...
China Stops Most Antimony Exports But Rare Earth Sales to US Soar
View: Source China’s crackdown on the smuggling and trans-shipment of critical minerals hit exports of antimony and germanium in June even as rare ...
Spot Market Tightness Boosts Aluminum Prices
View: Source The Midwest Premium for aluminum has achieved a new peak, driven by concerns over trade deals and potential tariff increases. Global alu...
Gold remains well-positioned in current macro landscape, World Gold Council reports
View: Source Gold enters the second half of 2025 coming off an exceptionally strong start to the year – up 26% – shaped by a weaker US dollar, p...
High-grade lithium deposits found in Rwanda
View: Source Aterian Plc, a UK-based critical minerals exploration company, announced that it has found high-grade lithium deposits in Rwanda, follow...
India, Australia collaborate on critical minerals for renewable energy and climate action
View: Source India and Australia are reinforcing their partnership on critical minerals to secure supply chains and enable the global transition to c...
In global race for critical minerals, China identifies dozens of new reserves
View: Source Deposit in Hunan province has an estimated 490 million tonnes of lithium ore and 1.31 million tonnes of lithium oxide, report says. Chin...
Taking Advantage of a Disparity in Lithium Stocks’ Performance
View: Source I have said it before a few times, but, in general, if a market move doesn’t make sense to me, the first thing I do is check my own as...
Explaining the ‘copper conundrum’ in the wake of Trump’s 50% tariff threat
View: Source Call it a copper conundrum: with a 50% US tariff on refined copper imports set for 1 August, the global copper market is already seeing ...
RBC says gold still shines as central banks and investors stick with it
View: Source Gold has held up remarkably well in recent weeks, despite markets regaining some composure and equities moving higher. What’s interest...
Japan urges China to ease export curbs on critical minerals
View: Source Japan’s Foreign Minister Takeshi Iwaya urged his Chinese counterpart Wang Yi on Thursday to ease Beijing’s export restrictio...
Chinese Exporters Reroute Rare Earths to Keep Supplying U.S.
View: Source Chinese exporters of some rare earths have rerouted their flows to skirt a ban on selling these commodities to the U.S., and now they en...
Copper squeeze unravels with window closing to beat Trump tariff
View: Source An acute copper supply squeeze is coming to an abrupt end as President Donald Trump’s plan to soon slap a 50% tariff on the metal na...
China’s rare earth dominance to continue as US investment lags: analysts
View: Source Beijing’s long-term strategy pays off as Washington scrambles to respond, a new report finds. China is expected to maintain a strateg...
Trade worries hit mining stocks as copper and aluminium prices fall
View: Source Mining stocks slipped on Monday, with Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF), Glencore PLC (LSE:GLEN) and Fresnillo PLC (LSE:F...
EU to stockpile critical minerals amid geopolitical risks, FT says
View: Source The European Union plans to stockpile critical minerals as a precaution against potential supply disruptions due to geopolitical tension...