Mining Forum Americas: Taiwan war could reshape metals – fast
Colorado Springs, Colo. – The “Trumponomics” playbook – 10% base tariffs, a weak-dollar tilt and rising great-power risk – points to more gold upside and a messy reroute of mining…
Commodities Markets
Sprott buys most uranium in 2.5 years
The Sprott Physical Uranium Trust (TSX: U.U for USD; U.UN for CAD), the world’s largest holder of the heavy metal, now has about 70 million lb. of uranium after it bought 450,000…
DRC to impose cobalt export quotas
The Democratic Republic of Congo will end a ban on cobalt exports next month and impose annual shipment quotas instead as the world’s biggest producer of the metal seeks to…
Gold price hits new record high
Gold pushed to a record $3,728 per oz. on Monday before easing about $10 an oz. as investors piled into exchange-traded funds, extending a rally that resumed after last week’s…
Congo strategy nearly doubles cobalt price
The price of cobalt sulphate entering the electric vehicle battery supply chain in China has soared more than 90% since the start of the year after top producer the Democratic…
Deutsche Bank lifts gold price forecast to $4,000
Deutsche Bank has raised its 2026 gold price forecast to $4,000 per oz., citing continued central bank demand, especially from China, a falling U.S. dollar, and rising uncertainty over Fed…
BHP to shutter Australia coal mine, lay off 750 workers
BHP (ASX, NYSE LSE: BHP) plans to close its Saraji South joint venture coal mine in Australia and lay off about 750 workers amid weak coal prices and high royalties…
Abcourt pours first gold from historic Sleeping Giant
Abcourt Mines (TSXV: ABI; US-OTC: ABMBF) has officially placed Quebec’s past-producing Sleeping Giant mine back on the map with its first gold pour after two months of development work. The…
Beaver Creek: ‘Paper gold is over’ as BRICS build dollar-free payments
Beaver Creek, Colo. – Canadian dealmaker Frank Giustra says the age of paper gold is ending as BRICS nations stand up a parallel financial system that routes around the U.S….
Higher costs pinch Indonesian nickel producers
A persistent nickel ore shortage in Indonesia is raising costs for producers even as a wider global surplus in the refined metal caps prices, according to a market summary this…
AI demand seen pushing copper price longer term
The copper price faces short-term headwinds from trade wars and weakening United States consumption, but longer-term demand from artificial intelligence and grid electrification is set to overwhelm supply, Red Cloud…
Lithium price may ease again as China mine restarts
Chinese battery producer Contemporary Amperex Technology (CATL) is expected to resume production at its lithium mine in Yichun of Jiangxi province, in a move that could alleviate supply concerns and…