As majors thirst for copper, Filo bid premium seems awfully low
You might have seen the news: BHP (NYSE: BHP; LSE: BHP; ASX: BHP) has just made its next major copper grab. This time, it’s for the prized Filo del Sol…
Analysis
Video: ‘Big bang’ in commodity demand set to lift miners, Prins says
Global miners are set to benefit from rising needs for “real assets,” Nomi Prins, a macroeconomist and author of the newsletter PrInsights Global, says in a new interview. Global geopolitical…
Big Oil seizes lithium opportunities
Mining companies could benefit in cash and technology as major fossil fuel companies such as ExxonMobil (NYSE: XOM), Occidental Petroleum (NYSE: OXY) and Equinor (NYSE: EQNR) invest in lithium, a potential lifeline amid…
Best resource investing bets for a Trump or Harris win
Since the July 13 assassination attempt on Donald Trump in Pennsylvania, there’s been a proliferation of ‘Trump Trade’ ideas circulating across the media. Up until last week, a Trump re-election…
BofA, RBC top mining M&A adviser rankings
Bank of America and RBC Capital Markets were the top mergers and acquisitions (M&A) financial advisers in the metals and mining sector during the first half 2024, GlobalData says in…
USGS issues first earthquake risk study on commodities
Scientists with the United States Geographical Survey, a government research agency, have developed a new scientific assessment of how earthquakes threaten worldwide mineral commodity supplies. The methodology was developed…
Will Guinea’s Simandou iron ore mine be the ‘Pilbara killer’?
Simandou, one of the world’s most significant iron ore developments, may soon challenge Australia’s Pilbara region as the world’s dominant producer of the steelmaking metal. Initially discovered in 1997,…
Boyd, Roosen, Quartermain: It takes grit, invention, luck to make the big time
Perseverance, a focus on geology and financial discipline and some good breaks are what’s needed to make a mining titan, some of the industry’s leaders told a conference put on…
Transition to hybrids more ‘realistic’ than copper-hungry EVs — study
A new study suggests that the electrifying the global vehicle fleet by 2050, the target year for net-zero emissions, will require an unrealistic ramp-up in copper production. But targeting 100%…
Canada’s resources not enough to ride energy transition wave: Ian London
London argues that Canada urgently needs to establish commercialization hubs to produce finished products like batteries, permanent magnets, and cathodes.
Nickel price to see steady rise on EV demand — after a flat 2024: Fitch
Analyst expects upside risks – including but not limited to potential supply disruptions and a weakening of the US dollar to place a floor under prices throughout the year.
Copper to retest US$10,000 a tonne: Citi, BMO
Copper prices may rise past the US$10,000-per-tonne mark again in the coming weeks due to a Chinese smelter supply shortage and anticipated grid investments by the Asian giant, according to…