Middle East conflict jolts energy and metals markets
BMO analysts warn disruptions to oil, chemicals and minerals could reshape commodity markets if tensions persist.
Europe
PDAC JV Video: Eldorado nears Skouries cash-flow as Foran buy adds growth
Vancouver-based Eldorado Gold (TSX: ELD; NYSE: EGO) is nearing a turning point as its $1 billion Skouries mine in Greece readies for first concentrate production in the early third quarter…
Critical Metals OKs $30M for Tanbreez rare earths
Funding targets drilling, engineering and infrastructure as Western nations seek alternatives to Chinese supply chains.
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…
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…
Opinion: Will energy eclipse critical metals as a hedge?
What does Europe, a continent starved for commodities, do when it faces future shortages of critical minerals and energy? According to European Commission President Ursula von der Leyen, the decision is straightforward: Make…
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….
Rare earth supply crunch triggers global power shift
Governments and industry are scrambling to loosen China’s grip on rare earths, but new supply will arrive too slowly to prevent shortages, shifting pricing power to a handful of miners…
Lithium demand to exceed supply: WoodMac
Global lithium demand could exceed 13 million tonnes by 2050 under an accelerated energy transition, more than double base-case projections, with supply deficits emerging as early as 2028 unless the…
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 Podcast Day 3: Vale Base Metals CEO Shaun Usmar, Rick Rule, PDAC’s Jeff Killeen and more…
This episode marks the Northern Miner Podcast’s third day of coverage from the Prospectors & Developers Association of Canada (PDAC) conference in Toronto. Host Adrian Pocobelli sits down with Vale…