Middle East conflict jolts energy and metals markets
BMO analysts warn disruptions to oil, chemicals and minerals could reshape commodity markets if tensions persist.
Commodities Markets
Canada’s weakness lies beyond the mine gate, MPs hear
Canada’s critical-minerals fragility lies more with what happens after ore leaves the ground than the ore in the ground, witnesses told a parliamentary panel this week. In the House defence…
Lynas-Japan deal ‘insulates’ from China rare earth prices
A revised deal between Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) and Japanese customer JARE firms up supplies of heavy rare earths and creates a price floor as a…
Nickel market could turn to deficit amid Indonesia quota
Nickel prices could climb further this year as a global supply shortage caused by top producer Indonesia’s decision to limit its production starts to bite, potentially sending the market into…
Gold price up as Trump remarks calm inflation fears
Gold advanced on Tuesday after United States President Donald Trump’s latest comments on the Middle East war drove down oil prices and eased inflationary concerns. Spot gold gained as much…
RANKED: Top 20 automakers by battery metals spending
The global passenger EV market, including plug-in and conventional hybrids, fell short of 30 million units last year, but still showed robust growth of 18% year over year. In combined…
How Canada’s biggest iron project is almost unknown
In the remote wilderness of northern Quebec sits the largest iron ore project you’ve never heard of – MetalQuest Mining’s (TSX: MQM; US-OTC: MQMIF) Lac Otelnuk. Hosting 4.9 billion tonnes in proven and probable reserves grading 28.7%…
Spotlight: Global Battery Metals – Part 2
With structural market deficits projected to grow for most battery metals over the next decade, companies are scrambling to find and build more supply. Here are four more companies with…
Kazakhstan rules spur Canadian uranium explorer exit
Laramide Resources (TSX, ASX: LAM), one of the few Western companies to explore for uranium in Kazakhstan in recent years, is leaving the country as regulatory changes tighten restrictions on foreign participation. State miner Kazatomprom (LSE: KAP) – the world’s top uranium…
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: Secure uranium sources key to fixing supply gap
Western countries will have to look at developing more domestic or allied sources of uranium if rising demand in the next 15 years continues to exceed supply, a panel at…