Spotlight: Global Battery Metals – Part 2
With structural market deficits projected to grow for most battery metals over the next decade, companies are scrambling to find and build more supply. Here are four more companies with…
Commodities Markets
Kazakhstan rules spur Canadian uranium explorer exit
Laramide Resources (TSX, ASX: LAM), one of the few Western companies to explore for uranium in Kazakhstan in recent years, is leaving the country as regulatory changes tighten restrictions on foreign participation. State miner Kazatomprom (LSE: KAP) – the world’s top uranium…
Lithium demand to exceed supply: WoodMac
Global lithium demand could exceed 13 million tonnes by 2050 under an accelerated energy transition, more than double base-case projections, with supply deficits emerging as early as 2028 unless the…
Shorter commodity cycles reshaping trading, value: McKinsey
Shorter, more frequent commodity volatility cycles are reshaping global trading strategies and concentrating value among the most sophisticated players, according to new analysis from McKinsey & Company. The report finds…
PDAC: Secure uranium sources key to fixing supply gap
Western countries will have to look at developing more domestic or allied sources of uranium if rising demand in the next 15 years continues to exceed supply, a panel at…
TNM Blast from the Past: PDAC’s Royal York boom years
The Northern Miner’s coverage of the Prospectors & Developers Association of Canada convention in the late 1980s – reprinted below – showed Toronto’s Royal York Hotel at the top of…
PDAC: TradeTech warns of faster uranium booms, busts
The uranium market is heading into shorter, sharper price cycles as trade restrictions reshape nuclear-fuel supply chains and power demand from artificial intelligence tightens electricity markets, according to TradeTech, a…
Niger junta seeks uranium buyer
Niger is struggling to find a buyer for a large stockpile of nationalized uranium while trying to keep it out of militant hands after a recent attack narrowly missed the…
Tungsten supply crunch to keep prices high: BMO
Tungsten prices have surged fivefold over the past year as prolonged underinvestment and tightening Chinese supply push the market towards what analysts warn could become a severe global shortage. The…
Anglo posts $3.7B loss on fresh De Beers writedown
Impairment reduces De Beers’ value, bringing total writedowns for the diamond unit to $6.8 billion in 2025.
CHARTS: US copper glut hides refining crunch
The United States produces more raw copper than it consumes but lacks the processing capacity to turn it into usable metal, leaving manufacturers dependent on foreign refiners, a new report…
Anglo Asian expects copper output to triple in 2026
Anglo Asian Mining (LSE: AAZ) said on Wednesday it expects to raise its copper production about three-fold in 2026, its first full year as a multi-asset producer. The company historically…