UBS lifts copper price forecasts on supply concerns
Amid global mine disruptions, strong momentum on the demand side and a market deficit that is expected to widen, UBS sees copper prices rising next year. In a note published…
Commodities Markets
Power cuts hit Lynas; Canaccord flags fiscal-2026 earnings risk
Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) says repeated grid interruptions this month at its new Kalgoorlie cracking-and-leaching plant will leave a shortfall in mixed rare earth carbonate feed this…
UK to meet 30% of critical mineral needs by 2035
Britain plans to lift the share of critical minerals it gets from domestic mines and recycling to 30% by 2035, up from about 6% today, under a new 10-year strategy…
United States to reissue cobalt stockpile tender
The United States is preparing to revive a major cobalt procurement effort after cancelling an earlier bid round this autumn, as Washington accelerates long-term plans to rebuild strategic mineral inventories…
UBS lifts mid-2026 gold price forecast to $4,500
UBS Group has raised its 2026 mid-year gold price target to $4,500 an oz., up from $4,200 previously, as the Swiss bank sees further momentum in a rally that has…
Skyharbour, Denison strike $61.5M pact
Skyharbour Resources (TSXV: SYH) has formed four joint ventures with Denison Mines (TSX: DML; NYSE-A: DNN) at its Russell Lake uranium project in Saskatchewan’s Athabasca Basin. Denison plans to invest…
Interactive: Global uranium demand
While nations need reliable, low-carbon energy to meet rising demand and reach climate goals, nuclear power is staging a powerful comeback. This infographic surveys the global nuclear energy…
Guinea looks downstream past Simandou start
As the Rio Tinto-led (ASX, LSE: RIO) $23.5-billion Simandou iron ore mine started officially this week in Guinea, the West African country under military rule said it wants to expand…
Podcast: Ask the experts—Ian London on how to fix the supply chain
This week’s episode features Ian London, Executive Director of the Canadian Critical Minerals and Materials Alliance, in conversation with host Adrian Pocobelli on the challenges of rebuilding Canada’s critical minerals…
China lifts export ban on gallium, germanium and antimony to US
China has lifted a nearly year-long ban on exports of gallium, germanium and antimony to the United States in a further de-escalation of trade tensions between the world’s two largest…
Vedanta starts CopperTech Metals in US
Vedanta Resources is spinning out U.S.-domiciled CopperTech Metals to boost the parent company’s $3-billion investment in Konkola Copper Mines in Zambia. CopperTech plans to invest $1.5 billion more in Konkola,…
Opinion: The US reclaims its exploration roots
No doubt we are sitting within a phase of geopolitical spotlighting on minerals that involves Donald Trump, China, tariffs, ending the war in Ukraine, Greenland and Russia. This is the…