Copper tightness, tariffs set up volatile 2026
Analysts warn structural deficits may start in 2026 as copper hits records, demand accelerates and supply struggles to keep up.
Commodities Markets
Global coal demand hits fresh high: IEA
Coal keeps defying forecasts, with US output rebounding even as clean energy expands and long-term demand finally nears a peak.
Artemis okays $1.4B Blackwater expansion
Artemis Gold (TSXV: ARTG) said Wednesday it will proceed with a $1.4-billion (US$1.1-billion) second-stage expansion at its Blackwater mine in central British Columbia, a move the company says would lift…
Tiernan Gold set to debut on TSX Venture Exchange
Tiernan Gold heads to the TSXV with a flagship Chile project and Hochschild as its top shareholder.
Indonesia may slash nickel output to steady prices
Indonesia, the world’s top nickel producer, might reduce production by one-third in 2026 to keep prices from declining further. In its 2026 Work Plan and Budget, the Indonesian government is…
Copper’s next shortage is structural, not hype: analyst
Copper is heading into a structural deficit from 2026 as demand from electrification accelerates faster than new supply, according to BloombergNEF, with geopolitical intervention now the single biggest force shaping…
Friedland-backed Sunrise readies for scandium build
Sunrise Energy Metals (ASX: SRL), backed by mining financier Robert Friedland, has raised A$32.5 million (C$29.7 million) to start pre-construction at its Syerston scandium development in New South Wales. The…
Mexico permit clears path for McEwen’s El Gallo mill
Canada’s McEwen (TSX: MUX; NYSE: MUX) has secured a federal extension of the environmental impact assessment for its El Gallo complex in Sinaloa, Mexico, clearing the way to start building…
How Latin American state policy affects lithium
Global market forces and domestic politics explain why Latin American countries have taken sharply different paths in governing their lithium industries, according to a new study by Korean researchers. The…
Sagamok Anishnawbe, KGHM sign Victoria IBA
Sagamok Anishinawbek First Nation and Poland’s KGHM International have signed an impact and benefit agreement (IBA) for the Victoria mine project after more than a decade of collaboration. Located roughly…
US-Tanzania push aids Lifezone’s Kabanga nickel build
Lifezone Metals (NYSE: LZM) says its $942 million (C$1.3 billion) Kabanga nickel project in northwest Tanzania is on track for a 2026 investment decision as Washington and Dodoma deepen talks…
Copper price hits record on U.S. growth hopes, China
Copper hit a record high Friday before easing amid expectations of faster U.S. economic growth and continued economic support from the Chinese authorities. Three-month futures on the London Metal Exchange…