Iran war, Indonesia curbs to support nickel price: report
War in Iran and output caps in Indonesia are expected to support nickel prices in 2026, though a persistent global oversupply will continue to limit gains, according to a new…
Commodities Markets
Prolonged Hormuz Strait closure would have ‘profound’ impact on mining: Friedland
Ivanhoe Mines (TSX: IVN) founder and co-chairman Robert Friedland is warning that a prolonged closure Strait of Hormuz would have a “profound” effect on global supply chains, hobbling copper producers…
China hikes rare earth prices by 45%
One of China’s biggest rare earth producers has hiked prices significantly, underscoring tightening market conditions and high geopolitical tensions in the midst of a raging conflict in the Middle East….
Gold price edges lower after failed US-Iran peace talks
Gold prices edged lower on Monday to a one-week low as inflation worries re-emerged following the collapse of the latest U.S.-Iran peace talks. Spot gold fell as much as 2.2%…
Infographic: Latin America’s top miners may surprise
Latin America’s most mining-dependent countries are not always its biggest economies. Our latest infographic ranks the region first by mining’s share of total exports and then by the value of…
Gold price wins in Iran war, but not copper
The U.S.-Iran war may shave as much as 0.7% off the global economy and push gold prices higher as investors focus on a swelling U.S. deficit and a weaker dollar,…
Gold price hits three-week high on US-Iran ceasefire
Gold climbed to its highest in three weeks on Wednesday after the U.S. and Iran agreed to a two-week ceasefire, calming inflation worries that have upended global markets. Spot gold…
BRICS+ nations hold 17% of gold reserves: report
Global central banks have been buying up gold at a record pace, purchasing on average about 1,000 tonnes over the past four years, and the momentum has continued into 2026….
Goldman warns on copper risks, trims price target
Copper could see further downside risk if the war in the Middle East drags on and continues to disrupt the global supply chains by blocking the Strait of Hormuz, Goldman…
Opinion: The world of cheap oil is gone
Are we living in the 1970s? I can’t tell you, I wasn’t there, but it’s an interesting analogy. Then, as today, we have the fear of inflation, the eroding value of cash and now spiking oil prices. Of course, nothing can…
Podcast: Copper, sulphur and Strait of Hormuz, ft Bloomberg Intelligence’s Grant Sporre
This week’s episode features Grant Sporre, Global Head of Metals and Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the copper market and the potential impact of…
Gold price rises as Trump signals end to Iran war
Gold prices edged higher again on Wednesday to extend this week’s rally, as signs of de-escalation in the Middle East eased investor concerns over inflation and shifted their attention to…