CHARTS: US copper glut hides refining crunch
The United States produces more raw copper than it consumes but lacks the processing capacity to turn it into usable metal, leaving manufacturers dependent on foreign refiners, a new report…
Commodities Markets
Anglo Asian expects copper output to triple in 2026
Anglo Asian Mining (LSE: AAZ) said on Wednesday it expects to raise its copper production about three-fold in 2026, its first full year as a multi-asset producer. The company historically…
Glencore doubles down on copper, keeps M&A in play
Glencore (LSE: GLEN) is stepping up its copper ambitions in the Democratic Republic of Congo and beyond, even as it posted a third straight annual earnings decline, while keeping the…
BHP-Lundin Vicuña JV’s copper-gold district potential hits $9B value
A new study for the Vicuña joint venture between BHP (ASX, LSE, NYSE: BHP) and Lundin Mining (TSX: LUN) that straddles the Argentina-Chile border positions the 70-year copper-gold-silver project in the…
CHART: EV battery metals index jumps to 27-month high
December’s raw materials bill for global electric vehicles topped $2 billion for the first time since August 2023 and surging lithium, nickel prices going into 2026 puts battery metals slump…
Bullion rally has legs, Scotiabank says
Sustained central bank buying, heightened geopolitical uncertainty and rising investor flows into exchange traded funds are some of the main factors that could keep propelling gold higher over the coming…
BHP leans on copper growth, not big deals
CEO Mike Henry said there’s no urgent need for deals as the company aims for 2.5 million tonnes of copper equivalent annually.
Copper price dips as smelting activity hits decade low
After rallying through 2025 (not without some deep troughs) and into this year driven by supply disruptions in Indonesia and South America alongside tariff disruptions, copper prices are pulling back…
JP Morgan sees $5.50 copper, deficit worsening
J.P. Morgan has raised its long-term copper price forecast by 9.1% due to widening structural supply deficits and sharply higher capital costs that will require massive investment in new mine…
Uranium market gathers momentum in 2026: Sprott
The global uranium market entered 2026 with strong momentum, with spot prices surging by about a quarter in January to above $100 per lb. for the first time in two…
Infographic: Gold value of World Cup trophy jumps
In about four months’ time, the world’s biggest single sporting event will kick off. Billions of football (or soccer) fans will be glued in front of their TV screens and…
Spotlight: Energy Transition Metals – Part 2
Energy transition metals have never been as critical as they are today. Here’s a look at four more companies seeking to reduce North America’s reliance on critical minerals from China by building domestic supply…