August 14, 2023

China’s gold prices rising higher than rest of world due to import curbs

The swing to a premium is being driven by tighter supply in China, the World Gold Council said in a report last week.

August 14, 2023

Free marketeer leading Argentine election seen rocking commodities

Javier Milei, a libertarian outsider who’s taken a surprise lead in the race for Argentina’s presidency, would shake up the country’s powerhouse commodity industries like none of his rivals.

August 14, 2023

US Steel soars after it rejects $7.25 billion Cliffs bid

Cliffs said it submitted the proposal privately on July 28 and received a rejection letter on Sunday that called the offer “unreasonable.”

August 14, 2023

Yellen warns of risks of over-concentration of clean energy supply chains

China holds at least 60% of the world’s manufacturing capacity for most mass-manufactured technologies.

August 14, 2023

Graphic: Surpluses, low prices to remain a feature of cobalt market

Surging supplies of cobalt from Indonesia and Africa are forecast to outpace demand from EVs.

August 13, 2023

Zimbabwe stockpiles 300,000 carats of diamonds

Stockpiling follows new regulations that compel miners to pay half of their royalties using commodities.

August 11, 2023

A vicious cycle of rising resource nationalism

Global warming has raised the economic status and political importance of critical minerals, but with that also comes an increased risk of resource nationalism across the globe.

August 11, 2023

Market is mispricing impact of Biden’s Inflation Reduction Act, Goldman says

An analysis by Goldman Sachs suggests the IRA will channel as much as $3.3 trillion into renewable technologies and other areas over the coming decade.

August 11, 2023

Moon mining – Why major powers are eyeing a lunar gold rush

Russia launched its first moon-landing spacecraft in 47 years on Friday.

August 11, 2023

Chile’s President blocks push for private lithium concessions

President Boric's strategy only grants lithium licences to public-private partnerships under government control.