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.

October 2, 2025

US offers to buy stakes in Australian critical minerals companies

Funding pathways could include traditional debt, debt and equity models, which would be debt financing with an "equity kicker," and also offtakes.