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…
Asia
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….
West speeds up pursuit of China in supply chain race
Lynas Rare Earths (ASX: LYC), Energy Fuels (TSX: EFR; NYSE: UUUU) and MP Materials (NYSE: MP) are among Western companies chipping away at China’s enormous lead in rare earths. Leading the charge is the Lynas Mt Weld mine in Western Australia and its…
Macro forces driving metals jump still intact: Jefferies
Gold’s sharp pullback last week may have handed investors a new entry point into mining equities because wider economic forces driving the recent “metals melt-up” remain intact, Jefferies argues in…
Met coal pipeline grows despite demand slide: report
A surge of proposed metallurgical coal projects could boost global capacity by 52% this decade even as demand is expected to decline, according to a new report from German non-profit…