October 3, 2025 Bank of America recommends resources stocks to bet on AI “AI devours commodities,” wrote BofA’s team led by Michael Hartnett.
October 3, 2025 Gold’s dollar risk With gold deep into extreme-overbought territory, an overdue USDX rally could trigger snowballing long dumping.
October 3, 2025 China’s bar on BHP iron ore cargoes hammers capesize rates Dry-bulk shipping rates have tumbled around 25% this week.
October 3, 2025 Silver squeeze nears end game, says TD analyst TD Securities sees the market approaching a tipping point due to the depletion of inventory in London.
October 3, 2025 Anglo American takes Peabody to arbitration over failed $3.8B deal Peabody withdrew a multi-billion dollar bid for Anglo American's coking coal assets after failing to agree on a lower price post mine fire.
October 3, 2025 Copper price records biggest weekly gain in a year Three-month futures are up about 4% for the week, trading near $10,600 a ton on the London Metal Exchange.
October 3, 2025 Skeena raises $90M for Eskay Creek, warns of permitting delays This offering, together with the company’s other sources of funding, should ensure sufficient liquidity to complete permitting.
October 3, 2025 USA Rare Earth surges on report of talks with Trump administration CEO Barbara Humpton told CNBC that the miner is “in close communication” with the White House.
October 3, 2025 Gold stocks trounce AI-led chip rally with 135% gain in 2025 Among the heavyweights in MSCI’s gold miners index, Newmont and Agnico have seen their New York-listed stocks more than double.
October 3, 2025 Leo Lithium rejects Firefinch demands amid assets sale Leo says a Q1 2026 sale is the earliest possible, rejecting Firefinch's three-month push as unrealistic and unwise.
New York copper price surges again, Shanghai sets record Copper jumped by more than 5% to the highest level since the short squeeze in July. December 26, 2025 | 12:18 pm
