CHARTS: US copper glut hides refining crunch
The United States produces more raw copper than it consumes but lacks the processing capacity to turn it into usable metal, leaving manufacturers dependent on foreign refiners, a new report…
Analysis
Gold, rare earths top TSXV’s performers
Gold’s surge to record highs and renewed interest in rare earths did more than lift producers in 2025, it propelled some of the industry’s riskier themes to the top of…
Copper price dips as 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 tariff disruptions, copper prices are pulling back…
Indaba: How AI in mining is like self-driving cars
The planet’s most advanced artificial intelligence isn’t a chatbot, it’s a robotic vehicle, and Stanford University researchers say mining should pay attention. A team at Stanford’s Mineral-X initiative, led by…
Generals join critical-mineral boardroom arms race
Critical-mineral juniors are snapping up retired U.S. military leaders to help win Washington funding, echoing a playbook uranium producers pioneered years ago when they recast domestic nuclear fuel as a…
Indaba: New Cold War for minerals tests Africa’s ability to leverage huge resources
Africa’s vast critical-mineral endowment has thrust the continent to the centre of intensifying rivalries between the United States, China and other powers, but its future will depend more on governance…
First Quantum credit outlook improves on Cobre Panama progress, S&P says
S&P Global Ratings revised First Quantum Minerals’ (TSX: FM) outlook to positive from negative on Tuesday, citing progress toward restarting its Cobre Panama copper mine and stronger liquidity management. While…
Infographic: Gold value of World Cup trophy jumps
In about four months’ time, the world’s biggest single sporting event will kick off. Billions of football (or soccer) fans will be glued in front of their TV screens and…
US mineral supply vulnerable to China chokehold: report
A new report by the United States Geological Survey reveals that the U.S. has grown more reliant on foreign imports of minerals over the past year, highlighting the increased urgency…
Midnight Sun rises on Zambia-DRC copper district where superpowers converge
Canadian explorer Midnight Sun Mining (TSX-V: MMA; US-OTC: MDNGF) just released an initial resource in the heart of the Zambian-Congo Copperbelt, an area that’s attracting Cold War-style financing competition to speed the record-price red metal to market. The junior reported Jan. 20 that…
Sprott uranium buying hits milestone
It’s retail therapy this quarter for the Sprott Physical Uranium Trust (TSX: U.U for USD; U.UN for CAD) which this week bought 250,000 lb. of uranium oxide (U3O8) as part…
Podcast: ‘Tectonic’ shift towards gold as a reserve currency, ft Canaccord Genuity’s Cam Currie
This week’s episode features Cam Currie, Senior Investment Advisor at Canaccord Genuity Wealth Management and leader of the Currie Metals & Mining Group, in conversation with host Adrian Pocobelli on…