High silver exports, solar demand slim China’s supplies
China is facing a shortage of physical silver amid record-high exports of the precious metal and high demand for its use in solar panels. Stockpiles of silver on Chinese exchanges…
Asia
UBS lifts copper price forecasts on supply concerns
Amid global mine disruptions, strong momentum on the demand side and a market deficit that is expected to widen, UBS sees copper prices rising next year. In a note published…
Power cuts hit Lynas; Canaccord flags fiscal-2026 earnings risk
Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) says repeated grid interruptions this month at its new Kalgoorlie cracking-and-leaching plant will leave a shortfall in mixed rare earth carbonate feed this…
Canada, India eye nuclear export deal: report
Canada and India are close to announcing a new $2.8 billion (C$3.9 billion) uranium export deal that would see Cameco (TSX: CCO; NYSE: CCJ) supply the energy metal as part…
US EXIM to invest $100B in mining, energy
The U.S. Export-Import Bank (EXIM) plans to invest $100 billion in support of the Trump administration’s strategy of striving for global energy dominance, according to the London-based Financial Times. Newly…
Larvotto greets antimony demand crunch as output nears
Larvotto Resources (ASX: LRV) is preparing for first production of antimony next year at its Hillgrove project in New South Wales, believed to be the largest deposit of the critical…
Rio cuts alumina output in Australia
Rio Tinto (NYSE, LSE, ASX: RIO) plans to scale back output at its Yarwun alumina refinery in Queensland by 40% starting in October 2026 to extend the plant’s operating life…
RANKED: World’s 20 biggest gold projects
Gold bugs have been riding a scorching rally in 2025. With a gain of over 50%, gold is one of the best-performing assets year to date, buoyed by strong buying…
Interactive: Global uranium demand
While nations need reliable, low-carbon energy to meet rising demand and reach climate goals, nuclear power is staging a powerful comeback. This infographic surveys the global nuclear energy…
Guinea looks downstream past Simandou start
As the Rio Tinto-led (ASX, LSE: RIO) $23.5-billion Simandou iron ore mine started officially this week in Guinea, the West African country under military rule said it wants to expand…
Why analysts see $5,000 gold price
Gold prices are poised to reach new heights in 2026 with leading forecasters projecting levels between $4,400 and $5,300 per oz. as investors double down on hard assets amid geopolitical…
China lifts export ban on gallium, germanium and antimony to US
China has lifted a nearly year-long ban on exports of gallium, germanium and antimony to the United States in a further de-escalation of trade tensions between the world’s two largest…