Kazatomprom signs uranium supply deal with India
Kazatomprom (LSE: KAP), the world’s top producer of uranium, plans to sell a significant portion of its output to India, a move that could further tighten the global market for…
Asia
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…
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…
JV Video: The hidden foundation – how rare earths built the modern world
The technologies shaping the future all rely on a single, fragile link: rare earth elements (REEs). These 17 metals are obscure to most — but together, they form the hidden…
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…
Ex-prince suggested uranium plays to Epstein: BBC
A confidential U.K. government briefing forwarded by former trade envoy Andrew Mountbatten-Windsor to Jeffrey Epstein in 2010 highlighted uranium among several “high value” mineral opportunities in Afghanistan’s Helmand province, according…
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…
Nickel price jumps as Indonesia’s top mine cuts output
Nickel prices rose for a fourth straight day Wednesday after Indonesia ordered the world’s largest nickel mine to sharply cut output in a move aimed at tightening global supply and…
US mineral supply vulnerable to China chokehold: report
A new report by the United States Geological Survey reveals that the U.S. has grown more reliant on foreign imports of minerals over the past year, highlighting the increased urgency…
Canada defers spot in US critical minerals pact: Globe
Canada won’t immediately take part in a United States plan to assemble allies into a preferential trade bloc for critical minerals, Foreign Affairs Minister Anita Anand told the Globe and…
Fitch Solutions’ BMI boosts industrial metals forecasts
Analysts at Fitch Solutions’ BMI have lifted their price forecasts for industrial metals to reflect the speculative momentum in the sector as well as strong market fundamentals and macroeconomic forces….