Despite gold drop JPMorgan sees $6,300 this year
JPMorgan is maintaining a bullish outlook on gold prices by setting an end-of-year price target of $6,300 an oz. amid a broader shift towards hard assets. In a note published…
Analysis
Mining equities have room to run: BMO
Mining and metals stocks remain positioned for further gains in the mining equity cycle, despite a sharp selloff on Friday and new concerns about China’s copper demand, according to an…
Uranium entering multi-year bull market: report
The global uranium market is entering a “tipping point” where sustained demand for the energy fuel and supply constraints could lead to a significant price rally in the coming years,…
Glencore’s copper drops 11% as Rio takeover looms
Glencore’s (LSE: GLEN) copper production fell 11% in 2025, hitting the low end of guidance as weaker ore grades and operational constraints weighed on output, amid intensified investor attention on…
Mining industry rates Chile’s critical mineral plan
Industry responses to Chile’s new National Critical Minerals Strategy ranged from supportive to skeptical as officials shift the country’s traditional reliance on copper towards a broader mix of resources aligned with…
Bolivia’s lithium gamble tests new US alignment
Bolivia’s political trajectory shifted in November when President Rodrigo Paz took office, signalling a turn towards closer ties with the United States after two decades of Socialist Party rule. Paz’s…
CHARTS: Mining M&A surges as Canada deal values hit post-2009 high
Mining companies are rushing into mergers and acquisitions (M&A) as a core growth strategy, a shift that is helping drive Canada’s deal market to its highest level in more than…
Met coal pipeline grows despite demand slide: report
A surge of proposed metallurgical coal projects could boost global capacity by 52% this decade even as demand is expected to decline, according to a new report from German non-profit…
CHARTS: Global mining is now a brownfield industry
The dearth of new greenfield mines – particularly copper – has been a problem for the industry for decades. A new study by the University of Queensland’s Sustainable Minerals Institute…
Politics replaces prices as mining’s main driver: survey
Geopolitical events steered the world’s attention on the mining sector in 2025, highlighting the persistent supply chain risks that the industry has overlooked for years. In 2026, all eyes are…
Los Andes leak nixes CEO’s cabinet post in Chile
The former CEO of Los Andes Copper (TSXV: LA; US-OTC: LSANF) won’t become Chile’s new Minister of Mines following a communications mix-up. CEO Santiago Montt said Tuesday he had submitted his resignation…
Rio Tinto copper output rises as merger talks loom
Rio Tinto’s (ASX, NYSE, LSE: RIO) copper production rose 5% in the fourth quarter as a surge from Mongolia’s Oyu Tolgoi underground expansion more than offset weaker output at Chile’s…