Lynas expands non-China supply chain in Vietnam deal
Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) is moving deeper into Asia’s non-Chinese production sector as it advances a deal with South Korea’s LS Eco Energy that includes about…
Commodities Markets
Gold tops $4,500 as Mideast tensions ease
Gold jumped more than 2% on Wednesday to extend this week’s gains, as investors sought opportunity in the yellow metal amid signs of easing Middle East tensions. Spot prices briefly…
Energy Fuels notches first terbium rare earths output
Energy Fuels (NYSE: UUUU; TSX: EFR) has produced its first kilogram of terbium oxide from the White Mesa mill in Utah, marking another step in its domestic heavy rare earths…
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…
Gold price rebounds from 2026 low as Trump postpones attack on Iran
Gold recovered from a dramatic decline on Monday after U.S. President Donald Trump postponed military strikes against Iran, easing market worries of inflation caused by a prolonged war. Earlier, spot…
China spent $120B to lock down critical minerals overseas: report
China has invested more than $120 billion in overseas mining and upstream processing since 2023, accelerating a state-backed push to secure the raw materials underpinning the global energy transition, says…
Sponsored: Orix mines historical data to support mines of the future
The exploration and mining industry is known for having warehouses and office storerooms packed with old geological data in paper boxes and map tubes, or digital files buried in hard…
Opinion: Copper rally masks smelting power shift
Copper has rarely looked stronger. Prices are hovering near record levels, buoyed by electrification, artificial intelligence-driven demand expectations and a constrained pipeline of new mine supply. For producers and financial…
Rainbow Rare Earths, Mosaic advance Uberaba tailings reprocessing plant
Rainbow Rare Earths (LSE: RBW) has signed a development agreement with Mosaic (NYSE: MOS) to advance the Uberaba rare earths project in Brazil. An economic assessment released along with the…
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…
Gold price drops to one month-low
Gold dropped below the $5,000-an-ounce level for the first time in a month amid concerns that conflict-induced inflation could derail the Federal Reserve’s rate-cut path. On Wednesday, spot gold went…