Forecast: What will impact gold prices in 2025?
In order to focus on what will be important in determining gold prices in 2025, we first need to lay out three important points that help frame New York-based CPM…
Commodities Markets
Supply shortage looms for critical battery raw materials by 2030: McKinsey
Vehicle and battery makers are “likely to confront persistent long-term challenges” in keeping up with demand by the end of the decade, according to a new report by McKinsey &…
Eramet produces first lithium from Centenario plant in Argentina
Eramet has produced lithium carbonate at its new Centenario plant in Argentina’s Salta province. It is the first European company to do so at an industrial scale. Eramet’s chair and…
Adamas EV metals data show varying demand
METHODOLOGY: To produce the most accurate and granular results, Adamas Intelligence analysis is based on retail end-user EV registrations covering more than 110 countries, and over 180 automakers and nearly…
Ottawa invests $100M in Green Tech’s Seymour Lake lithium project in Ontario
Export Development Canada (EDC) on Tuesday provided up to $100 million in financing to develop the Seymour Lake lithium project in Ontario. Seen as a key asset, the lithium mine…
Kodal Minerals’ Mali lithium mine remains on track for Q1 2025 production
Kodal Minerals (LON: KOD) confirmed on Friday that its Bougouni lithium project in southern Mali remains on track for production in the first quarter of 2025 after the mine developer made…
Satellite data analysis shows copper smelting activity surged in November
Global copper smelting last month reached its highest level since February, according to a report released Wednesday that tracks smelter inactivity. Average smelter inactivity fell 2.7% from October to 13.4%…
Copper price jumps on China policy pivot, but market has seen it before
Copper jumped on Monday, rising by more than 2% overnight to a four-week high of US$4.30 per lb. (US$9,470 per tonne) on the CME in Chicago, after China’s politburo signalled…
London Symposium: Rule, Roosen call for smarter junior mining investment
“No one ever won the Kentucky Derby with the best jockey on a donkey,” Osisko Development (TSXV: ODV; NYSE: ODV) founder and CEO Sean Roosen told an industry event last…
Charting the Trump train’s global economic trajectory
I’ve been on the road over the last few weeks, attending various mining conferences along Australia’s east coast. One of the key discussion points has been United States president-elect Donald…
China germanium, gallium ban could cost US$3.4B
According to the USGS, gallium prices could increase by more than 150% and germanium prices by 26% in the event of a total ban.
BHP to spend up to US$14B in Chilean copper expansion
BHP (NYSE: BHP; LSE: BHP; ASX: BHP) has outlined its ambitious plans to boost copper production in Chile, aiming to increase output by 430,000 to 540,000 tonnes per year based…