Opinion: Why are commodities rising all at once?
It started with gold. Then silver. Then platinum. Then copper, aluminum, uranium, and zinc have all followed too. And now it’s the laggards. Oil, gas, and coal. Is the global economy playing…
Asia
Barrick delays Reko Diq, cites Iran war
Barrick Mining (TSX: ABX, NYSE: B) said Thursday it will slow development of the giant Reko Diq project in Pakistan because of security concerns in the Middle East. The decision…
Gold slump tied to crunch, not fundamentals: Sprott
Gold’s March selloff is being driven by a global liquidity squeeze and disrupted reserve flows, not weakening fundamentals, according to Sprott strategist Paul Wong. Prices have fallen to about $4,400…
Lynas expands non-China supply chain in Vietnam deal
Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) is moving deeper into Asia’s non-Chinese production sector as it advances a deal with South Korea’s LS Eco Energy that includes about…
Caledonia among gold miners avoiding Mideast refining chokepoint caused by Iran war
Zimbabwe-focused Caledonia Mining (NYSE-A: CMCL; LSE-A: CMCL) is rerouting gold sales through South Africa to avoid disruption from the Iran war, offering a glimpse of how bullion flows are being…
Deep Sea Minerals seeks Pacific exploration license
Deep Sea Minerals (CSE: SEAS) said it’s seeking the right to explore for polymetallic nodules in the Pacific Ocean. The application, submitted to the United States National Oceanic and Atmospheric…
Prolonged Iran war would hammer top copper miners
A prolonged Iran conflict could push copper into surplus and sharply cut earnings for major producers, according to Bloomberg Intelligence. Oil above $150 a barrel in a drawn-out war that…
Central banks’ gold buying momentum carries into 2026
Central banks remained firm buyers of gold in January even as prices were skyrocketing to records — though the institutions’ appetite for bullion could face a stern test amid rising…
U.S. joins $1T mineral security consortium
The United States plans to commit $250 million towards a new investment vehicle aimed at securing critical mineral and energy supply chains, as Washington steps up efforts to counter geopolitical…
Gold price rebounds from 2026 low as Trump postpones attack on Iran
Gold recovered from a dramatic decline on Monday after U.S. President Donald Trump postponed military strikes against Iran, easing market worries of inflation caused by a prolonged war. Earlier, spot…
China spent $120B to lock down critical minerals overseas: report
China has invested more than $120 billion in overseas mining and upstream processing since 2023, accelerating a state-backed push to secure the raw materials underpinning the global energy transition, says…
Lynas Rare Earths produces first samarium
Lynas Rare Earths (ASX: LYC) has produced its first samarium oxide from its plant in Malaysia, becoming the only non-Chinese producer of the mineral. This expands Lynas’ range of separated…