China rules critical mineral despite efforts: IEA
A new report by the International Energy Agency paints a sobering picture of the global push to secure critical minerals as nations are forced to navigate through high geopolitical tensions…
Commodities Markets
Opinion: The Global Hunger Games of commodities
This article caught my attention last week: ‘Trump to approve land swap for Rio Tinto copper mine opposed by Native Americans.’ The brief: The Trump administration has said it would…
Tungsten prices hit 12-year high on China’s limits
European tungsten prices have surged to their highest level since 2013, driven by China’s tightening grip on critical mineral exports and rising demand from sectors like electronics, defence and renewable…
Cobalt deficit due by early 2030s: industry group
Global cobalt demand is projected to rise faster than supply over the next decade, shrinking the current market surplus and potentially pushing the sector into deficit by the early 2030s,…
Goldman Sachs hikes copper price forecast
Goldman Sachs has raised its near-term copper price outlook, citing a de-escalation in global trade tensions and resilient demand from top consumer China. In a note published Wednesday, the bank…
Copper price volatility to persist on tariff risks
The global copper market has resembled a rollercoaster ride in recent weeks. After surging to a record high in late March amid concerns over U.S. tariffs, the metal quickly plunged…
Private equity mining deals to rise: S&P Global
Private equity deals in the mining sector are expected to grow as demand for minerals essential to the global energy transition continues to rise, S&P Global says in a new report….
Supply risks trump demand concerns: Cameco CEO
Global utilities have their work cut out if they hope to secure enough uranium to meet demand over the next 20 years, Cameco (TSX: CCO; NYSE: CCJ) CEO Tim Gitzel…
Atlantic Lithium asks Ghana for tax relief to save mine
Australia’s Atlantic Lithium (ASX: A11) has appealed to the Ghanaian government for fiscal concessions to keep its Ewoyaa lithium project afloat, warning that the collapse in lithium prices has put…
JPMorgan sees $4,000 gold price in a year
JPMorgan sees gold prices hitting the $4,000-per-oz. milestone by the second quarter of 2026 as the probability of a recession rises amid an ongoing global trade war. “Underpinning our forecast…
RANKED: World’s biggest copper mines
Copper is the metal most tied to the global economy because of its essential role in sectors from transportation to manufacturing and electrification. A growing emphasis on clean energy means…
Citi softens short-term bearish outlook on copper
Citigroup has softened its short-term bearish outlook on copper by lifting its three-month price target to $8,800 a tonne, citing United States President Donald Trump’s recent decision to suspend many…