Rare earth supply crunch triggers global power shift
Governments and industry are scrambling to loosen China’s grip on rare earths, but new supply will arrive too slowly to prevent shortages, shifting pricing power to a handful of miners…
Analysis
Lithium demand to exceed supply: WoodMac
Global lithium demand could exceed 13 million tonnes by 2050 under an accelerated energy transition, more than double base-case projections, with supply deficits emerging as early as 2028 unless the…
Shorter commodity cycles reshaping trading, value: McKinsey
Shorter, more frequent commodity volatility cycles are reshaping global trading strategies and concentrating value among the most sophisticated players, according to new analysis from McKinsey & Company. The report finds…
PDAC Podcast Day 2: US Dept of Energy’s Robertson, UK Deputy High Commissioner Prodger and more…
This episode marks the Northern Miner Podcast’s second day of coverage from the Prospectors & Developers Association of Canada (PDAC) conference in Toronto. Host Adrian Pocobelli sits down with U.S….
Bolivia minister pledges ‘legal certainty’ for investors
Bolivia’s new mining minister is vowing to woo back foreign investors in silver, tin and lithium who fled two decades of Socialist Party rule. “We are going to work hard to provide the legal certainty that investors as well as…
RANKED: Top 10 gold miners of 2025
Gold grabbed the spotlight in 2025 after a run that saw prices hit a record more than 50 times. By end of the year, bullion was up by around 65%,…
QazMoly nears $240M US funding for tungsten project in Kazakhstan
Kazakh company QazMoly said it could get as much as $240 million (C$328 million) in United States funding to develop its Drozhilov project in Kazakhstan if a deal can be…
Q&A: PDAC’s Rees on how event looks forward
The Northern Miner Podcast host Adrian Pocobelli sat down with Prospectors and Developers Association of Canada (PDAC) President Karen Rees to discuss her role with the conference, this year’s highlights…
Podcast: ‘It’s going to take time’—Mackey on hiking West’s metals processing capacity
This week’s episode features Phillip Mackey, a renowned metallurgist and member of the Canadian Mining Hall of Fame, in conversation with host Adrian Pocobelli on the West’s efforts to build…
Mexican security risks highlighted in new reports
Escalating security risks and a legacy of lengthy project approvals are increasing investor scrutiny of mining exposure to Mexico, TD Cowen says. Recent incidents linked to cartel activity — such…
Chile’s right-wing pivot puts mining policy under microscope
Chile is entering a new political phase as a right-wing government prepares to take office, putting mining policy under renewed scrutiny in the world’s largest copper-producing country. In recent years,…
Tungsten supply crunch to keep prices high: BMO
Tungsten prices have surged fivefold over the past year as prolonged underinvestment and tightening Chinese supply push the market towards what analysts warn could become a severe global shortage. The…