January 30, 2025 GRAPH: Cobalt price plunge and the EV market Inflation adjusted cobalt prices are the lowest in 100 years after a deluge of new supply. Stagnating demand from EVs only adds to the bear case.
January 30, 2025 Trafigura asks to subpoena banks in search for lost nickel funds Trafigura is still chasing down the funds almost two years after news broke that it was on the hook for almost $600 million.
January 30, 2025 Chinese firms to build $2 billion Tanzanian rail to nickel mine The new railway will link the port of Dar es Salaam to a nickel mine in neighboring Burundi.
January 30, 2025 Glencore reports lower metals production in 2024 The company produced 951,600 tonnes of copper in 2024, down 6% from 1.01 million tonnes in 2023.
January 29, 2025 China funnelled $57 billion to control critical mineral supply chain A network of at least 26 state-backed banks has helped Beijing tighten its grip on critical minerals over the past two decades.
January 28, 2025 GRAPH: Mining vs AI vs Deepseek Cheap and cheerful Chinese AI does little to unskew relative valuation of one chipmaker against the entire mining industry.
January 27, 2025 Nornickel sees up to 3% nickel output increase in 2025 The company sees its nickel output at 204,000-211,000 metric tons in 2025.
January 27, 2025 Premium Resources hits significant grade at Selebi North in Botswana The Selebi North mine, 410 km north of the nation’s capital Gaborone, opened in 1990 and operated for 26 years.
January 24, 2025 Canadian mining optimistic in face of Trump tariff threat As most Canadian industry leaders have pointed out, the US depends on Canada for a host of minerals and supplies.
January 24, 2025 Nornickel and Belarus’ Belaz sign agreement to replace Western machinery on Russian market Nornickel has signed an agreement with the truck maker to manufacture and supply mining equipment.
US rare earth buyers still see China curbs despite Trump deal The US and China still haven’t reached an agreement on key details of how Beijing will free up sales of rare earths. December 24, 2025 | 07:45 am
