Geopolitical shocks build copper’s bull case: Sprott
The investment thesis for copper is only getting stronger amid renewed emphasis on energy security and growing concerns over supply as the cost of metal production surges, according to Sprott…
Asia
Pakistan separatists unravel Barrick’s Reko Diq plans
Militant attacks in Pakistan’s Balochistan province are emerging as a central risk to the U.S.-backed resources push anchored by Barrick Mining’s (TSX: ABX; NYSE: B) Reko Diq copper-gold project. The…
Will Iran war fuel nuclear reactor construction?
The war in Iran could usher in a wave of nuclear reactor construction similar to the one that followed the 1970s energy crisis, Cameco (TSX: CCO; NYSE: CCJ) President and…
Deutsche Bank forecasts $8,000 gold price by 2031
Gold is poised to benefit significantly from an increasingly fragmented world as nations continue to pivot into the metal and away from the U.S. dollar as their go-to reserve asset,…
Opinion: Can Kyrgyzstan’s mining reset work?
As 2025 ebbed away, a high-level government delegation from Kyrgyzstan met with mining investors in a non-descript meeting room in London to discuss a delicate new initiative: a reset between…
Gold price extends drop amid US-Iran uncertainty
Gold prices extended declines on Tuesday, as investors remained cautious over United States-Iran negotiations to end the near-two-month war that has intensified global inflation concerns. Spot gold fell more than…
Morgan Stanley flags five miners in space value chain
With a potential initial public offering (IPO) of SpaceX drawing closer, investors are increasingly turning their attention to the broader space economy and the companies positioned to benefit from its…
Iran war, Indonesia curbs to support nickel price: report
War in Iran and output caps in Indonesia are expected to support nickel prices in 2026, though a persistent global oversupply will continue to limit gains, according to a new…
Prolonged Hormuz Strait closure would have ‘profound’ impact on mining: Friedland
Ivanhoe Mines (TSX: IVN) founder and co-chairman Robert Friedland is warning that a prolonged closure Strait of Hormuz would have a “profound” effect on global supply chains, hobbling copper producers…
China hikes rare earth prices by 45%
One of China’s biggest rare earth producers has hiked prices significantly, underscoring tightening market conditions and high geopolitical tensions in the midst of a raging conflict in the Middle East….
Gold price edges lower after failed US-Iran peace talks
Gold prices edged lower on Monday to a one-week low as inflation worries re-emerged following the collapse of the latest U.S.-Iran peace talks. Spot gold fell as much as 2.2%…
Gold price wins in Iran war, but not copper
The U.S.-Iran war may shave as much as 0.7% off the global economy and push gold prices higher as investors focus on a swelling U.S. deficit and a weaker dollar,…