November 27, 2025 Comex copper premium here to stay, LME executive says The divergence between CME and LME, driven by US tariffs, has drained LME inventories.
November 27, 2025 Japanese copper smelters seek 2026 TC/RCs different from China-set benchmarks Global smelting capacity is expanding faster than mined supply, led by China, creating a persistent tightness in concentrate that has squeezed smelters' margins.
November 27, 2025 Refined copper output growth to slow in 2026: ICSG Copper output growth is expected to slow to 0.9% in 2026, down from 3.4% in 2025, said Paul White at the World Copper Conference.
November 26, 2025 Canada orders security review of Teck–Anglo mega-merger Ottawa will review the proposed $53B merger under the Investment Canada Act, Industry Minister Melanie Joly said.
November 26, 2025 Aya posts strongest intercept yet at Boumadine in Morocco “Both infill and step-out drilling at Boumadine completed to date support the potential for resource growth," analyst says.
November 26, 2025 China ‘firmly opposes’ negative copper treatment charges Treatment and refining charges – the fees earned by smelters for processing ore into metal – have plunged to record lows this year.
November 26, 2025 SolGold sets 2026 start for early works at Cascabel SolGold’s new plan fast-tracks site prep, drilling, and a two-unit restructuring, aiming for first production in 2028.
November 26, 2025 Codelco’s record China copper offer sparks threats to walk away Record-high offers from Chile’s copper giant spur some Chinese buyers to exit 2025 term deals and question the benchmark.
November 25, 2025 UBS raises copper price forecasts on supply concerns UBS lifted its price forecasts for successive quarters of 2026, beginning with $11,500/t for March, followed by $12,000 and $12,500 for June and September, respectively.
November 25, 2025 Highland Copper exits White Pine North project for $30M The cash proceeds are expected to fund the activities required to advance its Copperwood project to a construction decision.
Australia’s VHM scraps offtake deal with Shenghe Resources The Goschen project is VHM's flagship development, focused on extracting critical minerals such as rare earth elements and titanium. January 11, 2026 | 04:08 pm
US to push for quicker action in reducing reliance on China for rare earths Aside from Japan, G7 members remain heavily dependent on critical minerals from China, which has threatened to impose strict export controls. January 11, 2026 | 09:07 am
Rio Tinto’s bid for Glencore piles pressure on BHP If BHP keeps out of the current talks, it may consider another deal to retain its leadership. January 11, 2026 | 07:49 am