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…
Copper
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…
Glencore doubles down on copper, keeps M&A in play
Glencore (LSE: GLEN) is stepping up its copper ambitions in the Democratic Republic of Congo and beyond, even as it posted a third straight annual earnings decline, while keeping the…
Northern Dynasty tumbles on DOJ backing Pebble veto
Northern Dynasty Minerals’ (TSX: NDM; NYSE-A: NAK) shares plummeted after the Department of Justice filed a court brief in Alaska supporting the US Environmental Protection Agency’s veto of its Pebble…
Podcast: Glencore-Rio Tinto merger challenged by complexity, ft Bloomberg Intelligence’s Olsha
This week’s episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli about the recent failed merger discussions between Rio Tinto…
Gold, rare earths top TSXV’s performers
Gold’s surge to record highs and renewed interest in rare earths did more than lift producers in 2025, it propelled some of the industry’s riskier themes to the top of…
Roundup Video: Kodiak resumes drilling after first MPD resource
Kodiak Copper (TSXV: KDK; US-OTC: KDKCF) plans a stepped-up drill campaign at its MPD copper-gold project near Princeton, B.C., after releasing an initial resource estimate in December that CEO Claudia…
Capstone sinks on lacklustre production outlook
Capstone Copper (TSX: CS; ASX: CSC) shares dropped after the company disclosed weaker-than-expected 2026 output targets due to lower grades at the Mantos Blancos operation and the lingering effects of a…
BHP-Lundin Vicuña JV’s copper-gold district potential hits $9B value
A new study for the Vicuña joint venture between BHP (ASX, LSE, NYSE: BHP) and Lundin Mining (TSX: LUN) that straddles the Argentina-Chile border positions the 70-year copper-gold-silver project in the…
CHART: EV battery metals index jumps to 27-month high
December’s raw materials bill for global electric vehicles topped $2 billion for the first time since August 2023 and surging lithium, nickel prices going into 2026 puts battery metals slump…
BHP leans on copper growth, not big deals
CEO Mike Henry said there’s no urgent need for deals as the company aims for 2.5 million tonnes of copper equivalent annually.
Roundup Video: Star Copper reports wide copper-gold drill assays
Early drilling at Star Copper’s (CSE: STCU; US-OTC: STCUF) namesake project in northern British Columbia has confirmed broad near-surface copper-gold mineralization, reinforcing the case for a larger porphyry system at…