War-driven LNG squeeze revives thermal coal: analyst
Thermal coal could climb 46% per tonne if the Iran War disrupts liquefied natural gas producers for another month or two, reopening a profit window for major Australian coal miners. The…
Analysis
Chinese firm idles Canada’s only antimony mine
Canada’s only primary antimony mine, the Beaver Brook operation in Newfoundland and Labrador, has remained idle despite rising demand for the strategic metal, highlighting growing concerns over Western dependence on…
Open-pit gold miners most exposed to inflation: Jefferies
Gold miners with large open-pit operations could face the biggest margin pressure from the conflict in the Middle East as higher oil prices threaten to lift fuel and consumable costs…
Oil shock could sharply raise mining costs: BMO
If crude hits $100 a barrel, mining costs could rise about 20% for iron ore, 16% for copper and 9% for gold.
US pours $1B into Latin America critical minerals
The United States has poured more than $1 billion into critical minerals investments across Latin America since January 2025, signalling a more assertive effort by Washington to secure supplies of…
How Canadian mining can be great again
The mining and metallurgy industry has undergone a profound transformation since 1905, when Canada was producing six key metals – iron, copper, nickel, lead, aluminum and zinc – largely for domestic use. By the…
Gold M&A: Mineros buys AngloGold’s stalled La Colosa
Mineros (TSX: MSA) is buying AngloGold Ashanti’s (NYSE: AU) shelved La Colosa gold project in Colombia, taking control of one of the country’s largest undeveloped deposits for an upfront payment…
RANKED: Top 20 automakers by battery metals spending
The global passenger EV market, including plug-in and conventional hybrids, fell short of 30 million units last year, but still showed robust growth of 18% year over year. In combined…
Deep-sea mining debate reaches critical global moment
Ocean governance is entering a decisive moment as governments weigh whether to allow deep sea mining in international waters or impose a global moratorium while science and regulations catch up….
Rare earth supply crunch triggers global power shift
Governments and industry are scrambling to loosen China’s grip on rare earths, but new supply will arrive too slowly to prevent shortages, shifting pricing power to a handful of miners…
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…