Iran war, Indonesia curbs to support nickel price: report
War in Iran and output caps in Indonesia are expected to support nickel prices in 2026, though a persistent global oversupply will continue to limit gains, according to a new…
Asia
Prolonged Hormuz Strait closure would have ‘profound’ impact on mining: Friedland
Ivanhoe Mines (TSX: IVN) founder and co-chairman Robert Friedland is warning that a prolonged closure Strait of Hormuz would have a “profound” effect on global supply chains, hobbling copper producers…
China hikes rare earth prices by 45%
One of China’s biggest rare earth producers has hiked prices significantly, underscoring tightening market conditions and high geopolitical tensions in the midst of a raging conflict in the Middle East….
Gold price edges lower after failed US-Iran peace talks
Gold prices edged lower on Monday to a one-week low as inflation worries re-emerged following the collapse of the latest U.S.-Iran peace talks. Spot gold fell as much as 2.2%…
Gold price wins in Iran war, but not copper
The U.S.-Iran war may shave as much as 0.7% off the global economy and push gold prices higher as investors focus on a swelling U.S. deficit and a weaker dollar,…
BRICS+ nations hold 17% of gold reserves: report
Global central banks have been buying up gold at a record pace, purchasing on average about 1,000 tonnes over the past four years, and the momentum has continued into 2026….
Top 50 mining companies power through Iran war – up $250 billion in 2026
At the end of the first quarter the MINING.COM TOP 50* ranking of the world’s most valuable miners had a combined market capitalization of $2.41 trillion, up $250 billion so…
Opinion: The world of cheap oil is gone
Are we living in the 1970s? I can’t tell you, I wasn’t there, but it’s an interesting analogy. Then, as today, we have the fear of inflation, the eroding value of cash and now spiking oil prices. Of course, nothing can…
Podcast: Copper, sulphur and Strait of Hormuz, ft Bloomberg Intelligence’s Grant Sporre
This week’s episode features Grant Sporre, Global Head of Metals and Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the copper market and the potential impact of…
Iran war threatens aluminium supply as outages deepen, prices surge
The Middle East conflict could remove up to 3–3.5 million tonnes of aluminium output, about 5% of global supply, and put nearly another 7 million tonnes at risk, tightening a…
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…
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…