Panama moves to unlock copper from First Quantum mine
Panama is set to authorize the removal and processing of stockpiled ore at First Quantum’s (TSX: FM) shuttered Cobre Panama copper mine, marking a key step in managing the idled operation….
Analysis
Chile lithium dispute tied to Cold War-era nukes
France’s Eramet (Euronext: ERA) and Chile’s state mining company Empresa Nacional de Minería (ENAMI) are headed to court in a dispute that could delay development of one of the world’s…
South America’s rightward shift lifts mining
Colombia’s May 31 presidential election will test whether Latin America’s shift towards more market-friendly governments can deliver a more reliable environment for mining investment, with polls showing a left-leaning candidate in the lead. The…
Podcast: Copper, sulphur and Strait of Hormuz, ft Bloomberg Intelligence’s Grant Sporre
This week’s episode features Grant Sporre, Global Head of Metals and Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the copper market and the potential impact of…
Ivanhoe stuns market with deep DRC copper output cut
Ivanhoe Mines (TSX: IVN) has slashed near-term production guidance for its flagship Kamoa-Kakula copper complex in the Democratic Republic of Congo, surprising analysts and resetting investor expectations. The company now…
Iran war threatens aluminium supply as outages deepen, prices surge
The Middle East conflict could remove up to 3–3.5 million tonnes of aluminium output, about 5% of global supply, and put nearly another 7 million tonnes at risk, tightening a…
Montage boosts Koné gold grade by 20% in Africa
Montage Gold (TSX: MAU; US-OTC: MAUTF) has lifted the resource and grade at Koné in Côte d’Ivoire, one of West Africa’s largest gold projects, as it prepares for a first…
RANKED: World’s top 20 largest gold mines
Gold grabbed the spotlight in 2025 as rising global trade tensions and accelerated central bank buying propelled the metal by more than 60%. Its rise continued into 2026, with prices…
Gold slump tied to crunch, not fundamentals: Sprott
Gold’s March selloff is being driven by a global liquidity squeeze and disrupted reserve flows, not weakening fundamentals, according to Sprott strategist Paul Wong. Prices have fallen to about $4,400…
Gold strong, but juniors must deliver, Haywood says
Gold’s record run may have lifted junior miners, but Haywood Securities says the next stage will be far less forgiving, with capital flowing only to companies that can deliver results…
Prolonged Iran war would hammer top copper miners
A prolonged Iran conflict could push copper into surplus and sharply cut earnings for major producers, according to Bloomberg Intelligence. Oil above $150 a barrel in a drawn-out war that…
Podcast: Reuters’ Andy Home on Strait of Hormuz, aluminum supply concerns, tungsten
This week’s episode features Andy Home, Senior Metals Columnist at Reuters, in conversation with host Adrian Pocobelli on the aluminum market and recent developments surrounding the Strait of Hormuz. Home…