Grim lithium faces Trump-Musk EV irony
Even though Tesla boss Elon Musk is fresh from his Oval Office press conference this week with President Donald Trump, Republicans elsewhere in the capitol are moving to kill incentives…
Commodities Markets
Global Atomic gains on Niger project reassurance
Global Atomic (TSX: GLO; US-OTC: GLATF) shares jumped on Wednesday after the company reiterated that its main uranium project, Dasa in Niger, is advancing on schedule and has strong government…
Opinion: As US tech stumbles, focus on commodities
Chinese-owned DeepSeek recently sent a shockwave through Wall Street after claiming its artificial intelligence model was made at a fraction of the cost of its United States rivals. The event…
Gold hits new record after all-time high demand
Total annual gold demand touched an all-time high last year in line with record prices for the yellow metal while the Trump administration’s widespread sowing of uncertainty continues to support…
Mining Indaba: Africa must shift to local mineral processing amid US trade aggression
Africa must process its minerals at home as de-globalization and a brewing U.S. trade war threaten raw exports, the Investing in Africa Mining Indaba in Cape Town heard on Monday….
Trump order boosts nuclear energy but kinks remain
Nuclear energy’s comeback from the doldrums after the Fukushima disaster of 2011 is riding a solid spot price wave and also potential traction from a Trump administration bid to re-classify…
Endeavour Mining output up 34% in fourth quarter
Fourth-quarter production for Endeavour Mining (LSE: EDV; TSX: EDV; US-OTC: EDVMF) gained more than a third over the previous three months , while cash costs fell by double-digits. Shares gained…
Uranium price falls as DeepSeek disrupts tech
Chinese artificial intelligence company DeepSeek is making a splash in the tech world with downloads surpassing ChatGPT’s, pushing major tech stocks down, while prices of uranium – which could help…
Indonesia poised to cut nickel ore quota further
Indonesia, the world’s largest nickel producer, looks poised to trim output even more than indicated this month in an attempt to prop up prices. Southeast Asia’s most populous country could…
Teck sees copper supply/demand win
Soaring demand for electric vehicles and power plants should support copper prices over the coming decades as supply constraints continue to plague the industry, Teck Resources (TSX: TECK.A, TECK.B; NYSE:…
Will Indonesia shut the nickel spigot to spur prices?
Indonesia’s clout in the global nickel market rivals OPEC’s in oil. The Southeast Asian nation — an archipelago of more than 17,000 islands straddling the Indian and Pacific oceans —…
Arafura secures A$200M for Nolans rare earths project nearing build decision
Arafura Rare Earths (ASX: ARU) has secured a A$200-million ($180-million) investment from the Australian government’s National Reconstruction Fund Corp. to advance the A$2.8-billion capex Nolans rare earth project in the…