Column: Quality is key as some coal rallies amid LNG’s spike on Iran war
The surge in LNG prices has opened the window for gas-to-coal switching in Japan and South Korea.
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China widens BHP iron ore ban amid contract talks
Steel mills and traders will be prohibited from taking delivery of Newman fines next week.
US pours $1B into into Latin America critical minerals
White & Case report finds US funding is flowing to lithium and rare earths as countries balance US demands and Chinese cash.
Iran war could leave lasting shock on commodities: report
BMO analysts warn disruptions to oil, chemicals and minerals could reshape commodity markets if tensions persist.
Saudi miner $67 million IPO gains in debut despite Iran war
The Saudi market has a comparatively lower reliance on the Strait of Hormuz than other Gulf countries.
Lynas-Japan deal offers ‘insulation’ from China rare earth pricing
The agreement commits JARE, a company formed from Jogmec and Sojitz, to buy 5,000 tonnes of NdPr annually from Lynas.
Nickel market could turn deficit due to Indonesia quota, says Macquarie
The Australian bank said production may not rise at all this year due to Indonesia's restrictions.
Peru approves environmental study for $3.4B Buenaventura copper project
Executives at Buenaventura have said Trapiche should become one of the company's most important copper projects.
Myriad Uranium doubles size of Wyoming project
"Confidence is increasing that we now have one of the largest uranium projects in the United States," Myriad's CEO said.