US uranium revival gains traction as output triples
Most measures of U.S. uranium activity reached their highest levels in almost a decade last year, pointing to a broader industry recovery. Production more than tripled last year to 2.1…
Commodities Markets
BHP’s Jansen mine, a year away, faces crowded slot
BHP’s (NYSE, LSE, ASX: BHP) Jansen mine in Saskatchewan – at $15.3 billion (C$21.6 billion), the company’s biggest ever investment – will join a packed field when it enters production about…
Consolidated Lithium gives Kwyjibo rare earths project a $1.4B value
Consolidated Lithium Metals (TSXV: CLM; US-OTC: JORFF) put a $1.4-billion (US$987 million) after-tax net present value on its Kwyjibo rare earths project in Quebec, which hosts a resource made up…
Guardian may skip feasibility on $660M-value Nevada tungsten mine
Guardian Metal Resources (NYSE-A: GMTL; LSE-A: GMET; US-OTC: GMTLF) could start preparing to build its Pilot Mountain tungsten project by August next year on the strength of a new prefeasibility…
Gold price set for worst quarter in 13 years
Gold is on track for its worst quarter in 13 years as war-induced inflation concerns in recent weeks sent the metal on a downward spiral that took out its entire…
Gold selloff opens door to investors: BofA
Gold’s recent selloff has opened up a new opportunity for investors, though patience may be required for the precious metal to weather the storm created by the current macro environment…
China lithium price slides over CATL restart chatter
Lithium prices in China slid by nearly 10% over the past two trading sessions amid speculation that one of the country’s biggest mines may be returning to production. Bloomberg reported…
Podcast: Gold bull market still intact, ft CPM Group’s Jeffrey Christian
This week’s episode features CPM Group Managing Partner Jeffrey Christian in conversation with host Adrian Pocobelli. Christian discusses the outlook for gold, currencies, and energy markets, explaining why he says…
China’s gold market cools amid ETF outflows: report
China’s gold market cooled in May as weaker prices, robust equity markets and soft jewelry demand weighed on investment activity, according to the World Gold Council (WGC). Chinese gold exchange-traded…
Silver stockpile drawdown risk is misunderstood
Silver inventories at the world’s two largest bullion trading hubs have fallen sharply from pandemic-era peaks, underscoring a sustained drawdown in visible stocks even as definitions of available supply diverge…
Blast from the Past: Hunt brothers’ fateful silver gamble
Texas oil heirs Nelson Bunker and William Herbert, known as the Hunt brothers, in the 1970s started collecting piles of physical silver stock and futures contracts. Distrustful of paper money…
Central Asia Metals’ copper-zinc output beats last year
Central Asia Metals (AIM: CAML) says operational efficiencies have allowed it to produce more copper and zinc through the first five months of 2026 than the same period last year,…