Top 10: World’s richest trophies by gold-silver weight
With many of the world’s biggest football leagues wrapping up this Sunday, it’s the perfect moment to consider the tangible value behind some of the world’s most coveted trophies. Stripped…
Commodities Markets
Aus stockpile to tackle ‘distorted’ rare earths market
Rare earth and lithium producers are cautiously backing the Australian government’s proposed critical minerals strategic reserve, amid fresh details and ongoing concerns over its design. The federal Labor government, re-elected…
CHARTS: EV battery metals bill ticks up as cobalt, nickel prices strengthen
The global passenger EV market, including plug-in and conventional hybrids, should easily reach 25 million units this year. In combined battery capacity deployed – a better indicator of battery materials…
Goehring & Rozencwajg flags bull cycle for PGMs
After years of electric cars overshadowing them, platinum group metals (PGMs) – a key component for internal combustion engine (ICE) vehicles – might be making a strong comeback. In their…
China rules critical mineral despite efforts: IEA
A new report by the International Energy Agency paints a sobering picture of the global push to secure critical minerals as nations are forced to navigate through high geopolitical tensions…
Opinion: The Global Hunger Games of commodities
This article caught my attention last week: ‘Trump to approve land swap for Rio Tinto copper mine opposed by Native Americans.’ The brief: The Trump administration has said it would…
Tungsten prices hit 12-year high on China’s limits
European tungsten prices have surged to their highest level since 2013, driven by China’s tightening grip on critical mineral exports and rising demand from sectors like electronics, defence and renewable…
Cobalt deficit due by early 2030s: industry group
Global cobalt demand is projected to rise faster than supply over the next decade, shrinking the current market surplus and potentially pushing the sector into deficit by the early 2030s,…
Goldman Sachs hikes copper price forecast
Goldman Sachs has raised its near-term copper price outlook, citing a de-escalation in global trade tensions and resilient demand from top consumer China. In a note published Wednesday, the bank…
Copper price volatility to persist on tariff risks
The global copper market has resembled a rollercoaster ride in recent weeks. After surging to a record high in late March amid concerns over U.S. tariffs, the metal quickly plunged…
Private equity mining deals to rise: S&P Global
Private equity deals in the mining sector are expected to grow as demand for minerals essential to the global energy transition continues to rise, S&P Global says in a new report….
Supply risks trump demand concerns: Cameco CEO
Global utilities have their work cut out if they hope to secure enough uranium to meet demand over the next 20 years, Cameco (TSX: CCO; NYSE: CCJ) CEO Tim Gitzel…