January 7, 2022 Goldman bullish on commodities, seeing years-long supercycle “The best place to be right now, particularly given the Fed pivot, are commodities,” said Jeff Currie, the bank’s global head of commodities research.
January 6, 2022 Cameco could resume N. American uranium output if Kazakh turmoil hits supply Company said it could resume production of roughly 24 million pounds of uranium annually in North America if needed.
January 6, 2022 Electric cars to account for 73% of lithium demand by 2030: Chile Chilean copper agency Cochilco says lithium hydroxide will take the lead, reaching 56% of the total consumption versus 44% for carbonate.
January 6, 2022 Energy Fuels says could ramp uranium output if Kazakh supply dips Energy Fuels does not produce any uranium currently due in part to low prices.
January 6, 2022 Gold price slides to 1-week low on hawkish Fed signal Gold and silver prices are pressured as markets attempt to squeeze in a fourth rate hike for 2022, TD Securities said.
January 6, 2022 Iron ore price rises on hopes of demand recovery after Beijing Olympics "After the Winter Olympics, there is an opportunity to relax the production limit for steel," analysts at Zhongzhou Futures said.
January 6, 2022 Copper price slips as dollar firms after Fed minutes The US Federal Reserve signaled that it may raise interest rates sooner than expected.
January 5, 2022 Uranium price surges as unrest grips world’s top supplier Kazakhstan The Central Asian nation produces more than 40% of the world’s uranium.
January 5, 2022 Trigon produces first concentrate at Kombat mine in Namibia Trigon's Kombat commercial production is expected by March.
January 5, 2022 Gold price bounces higher ahead of Fed minutes Gold prices are firming despite the market pricing of a 70% probability for a Fed rate hike in March, TD Securities wrote.
AI boom set to turbocharge uranium demand in 2026 Investor surveys and asset managers point to AI-driven power demand tightening uranium supply and supporting higher prices into 2026. December 26, 2025 | 03:55 am