Middle East conflict jolts energy and metals markets
BMO analysts warn disruptions to oil, chemicals and minerals could reshape commodity markets if tensions persist.
Australia, NZ & South Pacific
Lynas-Japan deal ‘insulates’ from China rare earth prices
A revised deal between Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) and Japanese customer JARE firms up supplies of heavy rare earths and creates a price floor as a…
Mongolia presses Rio Tinto for bigger Oyu Tolgoi cut
Mongolia is demanding earlier profit payments and a larger share of revenue from the massive Oyu Tolgoi copper mine it co-owns with Rio Tinto (ASX: RIO), reopening negotiations over the…
Aussie gold output rises 2% to top 300 tonnes again
Australian gold production rose 2% last year to reach 303 tonnes in 2025, the second time it has hit that milestone since 2023, Melbourne-based Surbiton Associates says. The 12-month total,…
RANKED: Top 20 automakers by battery metals spending
The global passenger EV market, including plug-in and conventional hybrids, fell short of 30 million units last year, but still showed robust growth of 18% year over year. In combined…
Gold M&A: Pan African to buy Emmerson for $219M
All-share transaction would unite partners at Tennant Creek and give investors exposure to a larger gold producer.
Interactive infographic: 25 years of global mining M&A
Click on the “view details” bars in the infographic to learn more about each era.
Spotlight: Global Battery Metals – Part 2
With structural market deficits projected to grow for most battery metals over the next decade, companies are scrambling to find and build more supply. Here are four more companies with…
Kazakhstan rules spur Canadian uranium explorer exit
Laramide Resources (TSX, ASX: LAM), one of the few Western companies to explore for uranium in Kazakhstan in recent years, is leaving the country as regulatory changes tighten restrictions on foreign participation. State miner Kazatomprom (LSE: KAP) – the world’s top uranium…
Deep-sea mining debate reaches critical global moment
Ocean governance is entering a decisive moment as governments weigh whether to allow deep sea mining in international waters or impose a global moratorium while science and regulations catch up….
Shorter commodity cycles reshaping trading, value: McKinsey
Shorter, more frequent commodity volatility cycles are reshaping global trading strategies and concentrating value among the most sophisticated players, according to new analysis from McKinsey & Company. The report finds…
PDAC: Secure uranium sources key to fixing supply gap
Western countries will have to look at developing more domestic or allied sources of uranium if rising demand in the next 15 years continues to exceed supply, a panel at…