February 19, 2021 Biden to order review of US reliance on overseas supply chains for semiconductors, rare earths – CNBC The White House plans to review gaps in domestic manufacturing and supply chains that are dominated by or run through “nations that are or are likely to become unfriendly or…
February 19, 2021 Time to forget tariffs and reset US aluminum policy The new United States administration seems in no rush to lift the aluminum and steel tariffs imposed by Donald Trump in 2018.
February 19, 2021 Shortages, shipping and stocks feed bullish tin price narrative Metal on the LME are close to $25,550 a tonne, the highest since February 2012, after a gain of 24% so far this year.
February 18, 2021 Copper price blasts to 9-year high on demand optimism Other industrial metals also jumped, with aluminum, nickel, tin and lead all hitting multi year highs.
February 18, 2021 US judge dismisses aluminum antitrust claims The purchasers had accused banks and commodity trading, mining and metals warehousing companies of conspiring to hoard aluminum when prices were low roughly a decade ago.
February 17, 2021 Commodities Super Cycle: Real thing, or marketing hype? It all comes down to economics 101, says CPM Group’s Jeff Christian.
February 17, 2021 Why Tesla isn’t a “battery company” Even when assigning zero value to automakers’ non-EV business, Tesla’s valuation based solely on battery capacity deployed are multiples of Volkswagen, GM, BYD, Hyundai, Nissan and others.
February 17, 2021 Biden assurances on jobs sting like insults in mines, oil patch The Biden administration has gotten off to a rough start trying to reassure coal miners and oil workers whose jobs are threatened by the president’s fight against climate change.
February 17, 2021 Gold price dealt ‘fatal blow’ by bond yield rally Gold fell to its lowest in over two months as surging bond yields and a firmer US dollar continued to take a toll on the precious metal.
February 17, 2021 Commodity prices – Supercycle or regular upturn? It is possible another supercycle is now underway but it would be arriving unusually quickly.
Ioneer eyes bid for Rio Tinto’s US boron unit Boron, an element mineral with few producers, was added to the US list of critical minerals last month. December 12, 2025 | 02:49 pm