Rare earth trade talks top mining trends: Wood Mac
The shift of rare earth elements to the centre of global trade negotiations is a leading trend in mining, according to a new report by natural resources consultancy Wood Mackenzie….
Commodities Markets
Silver hits record above $60 per oz
Silver is trading at record highs as the precious metal continues to attract bids amid concerns over a market deficit. Spot silver rose 4% on Tuesday and hit a new…
Podcast: Rick Rule on gold’s bull market, where he’s looking to next
This week’s episode features Rule Investment Media CEO Rick Rule in conversation with host Adrian Pocobelli at the Investor Breakfast during The Northern Miner‘s International Mining Symposium in London this…
DRC restarts cobalt exports as Russia triples output
Global critical metals markets could see more cobalt enter their supply chains in the coming weeks as the Democratic Republic of Congo (DRC) resumes exports this week and Russia triples…
Copper price won’t top $11,000 for long: Goldman
Goldman Sachs Group is seeking to curb enthusiasm over copper’s record-breaking rally, saying the metal’s breakout above $11,000 a tonne is unlikely to last as global supplies remain adequate. In…
Gold to reach new highs in 2026: Goldman poll
Almost 70% of global institutional investors expect gold prices to post additional gains next year, Goldman Sachs said, citing the conclusions of a new poll. The biggest proportion of respondents…
Copper tops $5 per lb as 2026 talks, policy risk harden
Copper traded around $5 per lb. ($11,000 per tonne) on Friday as industry participants warned that 2026 contract negotiations could be the toughest in years, with policy uncertainty in the…
Value of EV battery nickel second-highest on record, cobalt at 30-month high
In 2016, Elon Musk famously said: “Although [they’re] called lithium-ion, the actual percentage of lithium in a lithium-ion cell is approximately 2%. Technically, our cells should be called nickel-graphite, because…
UBS lifts copper price forecasts on supply concerns
Amid global mine disruptions, strong momentum on the demand side and a market deficit that is expected to widen, UBS sees copper prices rising next year. In a note published…
Power cuts hit Lynas; Canaccord flags fiscal-2026 earnings risk
Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) says repeated grid interruptions this month at its new Kalgoorlie cracking-and-leaching plant will leave a shortfall in mixed rare earth carbonate feed this…
UK to meet 30% of critical mineral needs by 2035
Britain plans to lift the share of critical minerals it gets from domestic mines and recycling to 30% by 2035, up from about 6% today, under a new 10-year strategy…
United States to reissue cobalt stockpile tender
The United States is preparing to revive a major cobalt procurement effort after cancelling an earlier bid round this autumn, as Washington accelerates long-term plans to rebuild strategic mineral inventories…