Canada defers spot in US critical minerals pact: Globe
Canada won’t immediately take part in a United States plan to assemble allies into a preferential trade bloc for critical minerals, Foreign Affairs Minister Anita Anand told the Globe and…
Asia
Fitch Solutions’ BMI boosts industrial metals forecasts
Analysts at Fitch Solutions’ BMI have lifted their price forecasts for industrial metals to reflect the speculative momentum in the sector as well as strong market fundamentals and macroeconomic forces….
West speeds up pursuit of China in supply chain race
Lynas Rare Earths (ASX: LYC), Energy Fuels (TSX: EFR; NYSE: UUUU) and MP Materials (NYSE: MP) are among Western companies chipping away at China’s enormous lead in rare earths. Leading the charge is the Lynas Mt Weld mine in Western Australia and its…
Macro forces driving metals jump still intact: Jefferies
Gold’s sharp pullback last week may have handed investors a new entry point into mining equities because wider economic forces driving the recent “metals melt-up” remain intact, Jefferies argues in…
Met coal pipeline grows despite demand slide: report
A surge of proposed metallurgical coal projects could boost global capacity by 52% this decade even as demand is expected to decline, according to a new report from German non-profit…
Zijin agrees to buy Canada’s Allied Gold for $4B in cash
Zijin Gold agreed Monday to buy Canada’s Allied Gold (TSX, NYSE: AAUC) in a friendly all-cash transaction valued at about $5.5 billion (US$4 billion) as the Chinese miner ramps up…
Pope Leo XIV urges ethical mining in Vatican talks
Pope Leo XIV met senior mining and energy executives at the Vatican on Saturday to press for more ethical approaches to resource extraction, signalling a shift in tone between the…
CHARTS: Global mining is now a brownfield industry
The dearth of new greenfield mines – particularly copper – has been a problem for the industry for decades. A new study by the University of Queensland’s Sustainable Minerals Institute…
Politics replaces prices as mining’s main driver: survey
Geopolitical events steered the world’s attention on the mining sector in 2025, highlighting the persistent supply chain risks that the industry has overlooked for years. In 2026, all eyes are…
Goldman boosts year-end gold price forecast to $5,400
Goldman Sachs has lifted its year-end forecast for gold to $5,400 (C$7,542) per oz. to reflect the yellow metal’s growing appeal among private-sector investors. In a note published Wednesday, the…
Geopolitics, tight investment to shape mining: WoodMac
Geopolitical shifts, a rewired energy transition and disciplined capital allocation will define the global metals and mining sector in 2026, according to Wood Mackenzie. “2026 will be a year of…
Indonesia quota cut keeps nickel above $17,500
Nickel prices held above $17,500 (C$24,270) a tonne on Monday after Indonesia said last week it would cut next year’s nickel ore mining quota by about a third in a…