September 17, 2023

IRA, EGD and now the EU move on China EVs – governments are showering mining with money

When the EU closes its EV market to China, it would open up a direct route and likely premium pricing for lithium, nickel, cobalt miners now supplying China.

September 16, 2023

Indonesia lowers September coal benchmark prices

Indonesia lowered most of its monthly coal benchmark prices for September, while raising the price for medium-rank coal.

September 15, 2023

Mining M&A activity tracking towards decade high this year — report

According to Fitch Ratings, the financial profiles of miners will remain resilient in the short to medium term as commodity prices remain above mid-cycle levels.

September 15, 2023

Gold overcoming dollar

Gold has been vexed in recent months by the US dollar soaring again. Its latest blast higher prematurely truncated a resurging gold upleg again.

September 15, 2023

Gold trading hasn’t been this boring since the pandemic began

Six-month historical gold volatility slumped to the lowest since February 2020 on Friday.

September 15, 2023

Investors glimpse opportunity in Europe’s unloved mining shares

The STOXX Europe 600 mining index has fallen 15% this year, making it the worst performing sector in the region by some margin.

September 15, 2023

Iron ore price rallies on China fundamentals, but cap looms

The rally has been driven by some signs that China's beleaguered property sector may be starting to turn around.

September 15, 2023

Aluminum deal season has started, but no one is buying yet

The annual contracting season for aluminum supplies got off to a slow start at a key industry conference this week.

September 15, 2023

Private debt funds of $750 million sought for BHP mine bid

Stanmore Resources Ltd. is seeking to borrow a total of $1.1 billion for its acquisition of the Daunia coal mine.

September 14, 2023

Tesla supplier weighs Indonesia battery metal unit IPO

Chinese battery metals producer CNGR is weighing an initial public offering of Indonesian assets as soon as the end of 2024.