China’s biggest lithium mine loses licence
Analysts nearly halve CATL’s Jianxiawo output forecast for the year as environmental hurdles delay a sustained return to production.
Commodities Markets
Copper price eases nears record
Copper traded above $14,800 per tonne on Monday– equivalent to about $6.72 per lb. – and was close to its record high. Traders took profits and reassessed the outlook for…
Lithium price: Fitch raises forecast, warns rally has outrun fundamentals
The most active lithium carbonate contract on the Guangzhou Futures Exchange closed at 152,500 yuan (about $22,500) a tonne on Wednesday, up 11% from July’s lows, as the stalled restart…
Zinc price jumps to 4-year high
Zinc climbed to its highest level since June 2022 on the London Metal Exchange (LME) as warehouse stockpiles drained to multi-year lows and mine supply cuts tightened the physical market….
Podcast: Reuters’ Andy Home on declining copper and aluminum inventories on the LME
This week’s episode features Andy Home, senior metals columnist at Reuters, in conversation with host Adrian Pocobelli on recent developments in the copper and aluminum markets. Home explains the factors…
Mining stocks to soar and ‘blow your head off’: OIiver
Michael Oliver, founder of North Carolina-based Momentum Structural Analysis and a veteran market analyst, argues that the current gold and silver rally is the beginning of substantial moves higher for…
Europe’s Russian uranium reliance grows, Sprott says
European reliance on Russian nuclear fuel increased in 2025 despite efforts to diversify its uranium supply after Russia’s invasion of Ukraine, Sprott Asset Management said in a new report this…
Copper price eases as LME inventories surge
London Metal Exchange on-warrant copper inventories have surged by more than 50% in three days, easing fears of an acute supply squeeze and sharply narrowing a key market spread. On-warrant…
Site visit: Can Honey Badger finally crack Prairie Creek?
NEAR NAHANNI NATIONAL PARK, N.W.T. – The Prairie Creek site, nestled in a peaceful mountain valley in the Northwest Territories, is the project that won’t die after facing numerous dead-ends,…
Processing, not output, may decide metal shortages
Critical-mineral shortages through 2035 may depend as much on whether miners can reliably process and deliver usable material as on whether enough tonnes are mined, according to GEM Mining Consulting….
Rio’s Tomago smelter wins A$1.76B government lifeline
Australia and New South Wales have committed A$2.5 billion (US$1.76 billion) to keep Rio Tinto’s (ASX, NYSE, LSE: RIO) majority-owned Tomago aluminium smelter open beyond 2028 after high electricity costs…
Top 10: BHP leads heavyweights Down Under
BHP Group (ASX, LSE, NYSE: BHP) leads Australia’s biggest listed mining and metals companies by market value, while Rio Tinto (ASX, LSE, NYSE: RIO) posted the strongest fiscal 2025 profit. BHP was worth…