Canaccord’s Currie sees gold price fuelling M&A
Gold’s pullback from highs in February has trimmed one of mining’s hottest trades, but Canaccord Genuity senior investment adviser Cam Currie argues the pause has done little to dent the…
Commodities Markets
Rio starts $1.5B expansion of Quebec aluminium smelter
Rio Tinto (NYSE, LSE, ASX: RIO) has begun a $1.5 billion (C$2.1 billion) expansion of its AP60 low-carbon aluminium smelter in Quebec. The project advances the company’s push to supply…
CHARTS: How the sulphuric acid crunch is driving up critical minerals costs
Conflict in the Middle East and the closure of the Strait of Hormuz have sent sulphuric acid prices soaring, sharply increasing production costs for lithium, nickel and other critical minerals…
Quad nations unveil $20B critical minerals plan
The Quad partner nations — United States, Japan, Australia and India — have released plans to invest $20 billion to further support the buildout of a reliable critical minerals supply…
How to dodge the Iran war acid shortage: one miner bought its own plant
Marimaca Copper (TSX: MARI, ASX: MC2) is moving to protect its $587-million (C$810 million) capex namesake oxide project from a volatile sulphuric acid market in Chile. As the explorer pivots…
Podcast: ‘A scarcity of assets’—Canaccord Genuity’s Cam Currie talks mining stocks
This week’s episode features Cam Currie, Senior Investment Advisor at Canaccord Genuity Wealth Management and leader of the Currie Metals & Mining Group, in conversation with host Adrian Pocobelli about…
Anglo exits coal in $3.9B Dhilmar sale
Anglo American (LSE: AAL) has agreed to sell its Australian steelmaking coal business to privately held Dhilmar for as much as $3.875 billion (C$5.3 billion), completing its exit from the…
Canada fast-tracks Nouveau Monde Graphite’s mine
Ottawa backs the Quebec-based project, billed as the biggest graphite mine in the G7.
Lithium price spurs MinRes to reboot Bald Hill mine
Mineral Resources (ASX: MIN) is restarting its Bald Hill lithium mine in Western Australia after an 18-month hiatus, citing improved market conditions to support production. The restart follows a significant…
Westgold sells Chalice project to Corazon for A$25.7M
Australian gold producer Westgold Resources (ASX, TSX: WGX) will sell the Chalice gold project in Western Australia to Corazon Mining (ASX: CZN) for A$25.7 million ($25.1 million), shedding a non-core…
Opinion: Gold’s red line offers a long-term entry
On Friday, Jan. 30, 2026, global precious metals markets experienced one of their most dramatic sell-offs in decades. Gold prices went from setting all-time new highs earlier in the week to suffering one of their biggest one-day percentage…
Government funding now a plus not a burden, miners say
In the West’s efforts to catch up with China’s lead in critical minerals development, more companies are warming to government financing than in previous years when governments were regarded as…