Hormuz nat-gas shock revives coal trade: IEA
Almost no coal passes through the Strait of Hormuz, but the Middle East conflict is nevertheless lifting coal trade and prices as restricted liquefied natural gas supplies push some power…
Asia
Mineral tracking a must for industry credibility: OECD
Better traceability of critical minerals like lithium and nickel can boost the credibility and integrity of the supply chain, a new report this week by the Organization for Economic Co-operation and…
Copper price, miners slide on Trump tariff doubts
Copper prices and U.S. miners plunged Thursday after Reuters reported the White House still hasn’t decided whether to impose tariffs on refined copper as officials weigh support for domestic production…
Brazil needs price floors to back processing, miners say
Brazil is on the cusp of a new policy to fund domestic refining for lithium and the world’s second-largest rare earth reserves, but miners say it lacks U.S.-style metal price…
Pentagon rare earth push collides with China’s grip
The Pentagon could require enough specialized rare earth magnets by 2030 to absorb nearly half of today’s entire non-Chinese production, highlighting the scale of the challenge facing Washington as it…
Sponsored video: Gold miner Erdene outlines Mongolia exploration along regional belt
Erdene Resource Development (TSX: ERD; US-OTC: ERDCF), which produces gold from Mongolia’s Bayan Khundii mine through a 50:50 joint venture with Mongolian Mining, is advancing exploration along the region’s Central…
China’s biggest lithium mine loses licence
Analysts nearly halve CATL’s Jianxiawo output forecast for the year as environmental hurdles delay a sustained return to production.
BHP commercial chief exits amid China iron ore strain
BHP (ASX, LSE, NYSE: BHP) chief commercial officer Rag Udd will leave the world’s largest miner at the end of January, opening a key leadership vacancy as China intensifies pressure…
Drone wars deepen West’s critical minerals squeeze
Drones deployed in the Russia-Ukraine war account for an estimated 4% of global germanium demand, adding pressure to a small critical minerals market dominated by China, according to BMO Capital…
Lithium price: Fitch raises forecast, warns rally has outrun fundamentals
The most active lithium carbonate contract on the Guangzhou Futures Exchange closed at 152,500 yuan (about $22,500) a tonne on Wednesday, up 11% from July’s lows, as the stalled restart…
Antimony: The fire safety, defence and energy metal
What’s so special about antimony? Antimony is among a handful of metals that have been used for thousands of years. The ancients used it in cosmetics such as the eyeliner…
Zinc price jumps to 4-year high
Zinc climbed to its highest level since June 2022 on the London Metal Exchange (LME) as warehouse stockpiles drained to multi-year lows and mine supply cuts tightened the physical market….