China-Japan rare earth spat curbs exports
China’s threats this week to restrict rare earths exports to Japan could harm the Japanese economy and manufacturers, which heavily depend on China for supplies of the critical minerals. China’s…
Commodities Markets
AI to boost copper demand 50% by 2040: S&P
A rapid and exponential growth in artificial intelligence (AI), defence spending and robotics will lift global copper demand by 50% by 2040, leaving a supply shortfall of more than 10…
Nickel spikes on Indonesia quota risk
Nickel extended its rally on Wednesday after reports of deep mining-quota cuts this year in Indonesia tightened supply expectations. The London Metals Exchange (LME) three-month contract traded around $18,460 (about…
Lithium Argentina hits forecast, seeks Milei financing
Lithium Argentina (TSX, NYSE: LAR), the country’s largest producer of the battery metal, achieved its Cauchari-Olaroz brine output target as it advanced second-stage permitting and squeezed costs. The Switzerland-based company…
Copper prices hit yet another record
Copper prices surged to a fresh record on Tuesday as supply disruptions and U.S. trade uncertainty continue to fuel a sharp early-year rally across base metals. Benchmark three-month copper on…
Banks remain bullish on gold above $4,500
After delivering its best annual performance since 1979, gold is drawing fresh bullish calls from major banks as conditions line up for fresh record highs. In a note published on…
Gold jumps after Venezuela president captured
Gold advanced nearly 3% on heightened geopolitical tensions following the capture of Venezuela President Nicolás Maduro by United States special operations forces. Spot gold hit a one-week high of $4,455.42…
Sprott kicks off year with 100,000-lb uranium buy
The Sprott Physical Uranium Trust (TSX: U.U for USD; U.UN for CAD), the world’s largest holder of physical uranium is hitting the ground running in 2026 after it bought 100,000…
London Symposium video: Rick Rule on gold
The surging gold price over the past two years marks a catch-up based on a bull market going back to 2000 that few recognized then, veteran investor Rick Rule says…
London Symposium video: Canada needs ‘1939 moment’
Canada should re-take its crown as a global metals producer and rise to the challenge of the green energy transition by investing in smelting and critical mineral capacity, according to…
London Symposium JV Video: Electra Battery Metals preps cobalt plant construction
Electra Battery Materials (TSX-V, Nasdaq: ELBM) is on track to start construction of its cobalt sulphate refinery in Ontario, North America’s first, within months and commission the plant in 2027 as it…
London Symposium JV Video: Canada Nickel eyes end-2026 build start at Crawford
Ottawa’s decision to move Canada Nickel’s (TSXV: CNC) Crawford nickel sulphide project into the federal Major Projects Office has strengthened the developer’s push to start construction by the end of…