AI boom set to turbocharge uranium demand in 2026
Investor surveys and asset managers point to AI-driven power demand tightening uranium supply and supporting higher prices into 2026.
Articles by Cecilia Jamasmie
Chile loads copper cannon with 13 projects for 2026
Thirteen Chilean copper projects worth $14.8 billion (C$20 billion) are expected to hit key milestones in 2026 as prices rise on fears of a global supply squeeze. Seven domestic projects…
Japan to test mining rare earths from deep seabed mud
Japan will conduct a month-long test to extract rare-earth-rich mud from the deep seabed near the remote Minamitorishima Island, marking a first-of-its-kind effort to continuously lift material from about 6,000…
Copper tightness, tariffs set up volatile 2026
Analysts warn structural deficits may start in 2026 as copper hits records, demand accelerates and supply struggles to keep up.
Allied starts first stage of Sadiola output lift
Startup of new processing capacity sets the stage for higher grades, stronger cash flow and multi-year growth at Sadiola.
Global coal demand hits fresh high: IEA
Coal keeps defying forecasts, with US output rebounding even as clean energy expands and long-term demand finally nears a peak.
Brazil delays critical minerals areas auction
Brazil has postponed a long-awaited auction of mineral exploration areas rich in critical minerals after its mining regulator said it lacks the resources to move forward. The National Mining Agency…
Lundin Mining to sell Eagle mine to Talon for $84M
Share-based deal gives Talon processing assets in the US and a new CEO, while Lundin sharpens its focus on larger copper operations.
BHP hit with $253M UK legal costs demand
BHP (ASX, LSE, NYSE: BHP) could be on the hook for at least £189 million ($253 million) in legal costs after a U.K. court found last month that the world’s…
Tiernan Gold set to debut on TSX Venture Exchange
Tiernan Gold heads to the TSXV with a flagship Chile project and Hochschild as its top shareholder.
Copper’s next shortage is structural, not hype: analyst
Copper is heading into a structural deficit from 2026 as demand from electrification accelerates faster than new supply, according to BloombergNEF, with geopolitical intervention now the single biggest force shaping…
Canada OKs $53B Anglo-Teck merger
The Canadian government has approved the $53-billion mega-merger of Anglo American (LSE: AAL) and Teck Resources (TSX: TECK.A, TECK.B; NYSE: TECK), clearing a major hurdle for the creation of one…