Citigroup predicts LME copper price to hit $10,000 before US tariffs
The metal climbed in recent weeks after President Donald Trump ordered a probe into copper imports.
Commodities Markets
Tariff war drives commodity demand
As Canada and the European Union retaliated against United States tariffs on aluminum and steel imports, analysts at Macquarie said the chaos would hurt the global economy even while boosting…
PDAC: Insurance motive to keep pushing up gold prices
Insurance from currency devaluation is the main reason countries such as China are buying gold, driving up its price, panellists told the Prospectors and Developers Association of Canada conference. The…
Policy paralysis leaves B.C. mining with $38B in limbo, EY report finds
British Columbia’s grassroots exploration sector faces a structural shift as flagship projects mature and early-stage exploration funding dries up, a new survey found. Exploration spending dropped 14% to $552 million…
Cameco books record output amid integration hurdles, supply chain strains
Cameco (TSX: CCO; NYSE: CCJ), Canada’s uranium giant, had mixed results in 2024. While it achieved record output, the company faced challenges with acquisition integration and supply chain issues. For…
Chips, silver, and HPA: Finding profit in the AI gold rush
Earlier this month, we watched the unfolding of what was described as America’s ‘Sputnik moment.’ Where U.S. tech giants were caught with their pants down, suddenly exposed by China’s potentially…
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…
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…