Zimbabwe export ban a temporary dent on lithium supply, says Fitch’s BMI
In response to the near-term supply concerns, BMI has raised its 2026 price forecasts for lithium.
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Vale Base Metals aims to be IPO-ready by midyear, CEO says
Shaun Usmar said the target for getting the Vale unit ready for a potential IPO was 2027.
Lupaka Gold sues Peru in US over $69 million arbitration award
The Canadian miner won the award last year in an arbitration proceeding.
Singapore taps JPMorgan, UBS to push regional gold hub ambition
The Monetary Authority of Singapore has had meetings with lenders over recent months to assess the potential of the city-state as a physical trading hub.
Gold price falls sharply on war-induced inflation fears
Bullion has now wiped out all of its gains from last week, though it remains up by more than 17%.
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook
The most-active lithium carbonate contract on the Guangzhou Futures Exchange fell 12.99% to close daytime trading.
Shorter commodity cycles reshaping trading, value: McKinsey
Consultancy says that AI, partnerships and faster capital deployment are driving a structural shift in global commodity markets.
Lithium demand to top 13M tonnes by 2050: WoodMac
The consultancy sees supply gaps by 2028 as EV and storage growth accelerates global consumption.
Rare Earths Norway says Fen resource 81% larger
Indicated and inferred resources total 15.9 million tonnes, up from 8.8 million in 2024, making it Europe's largest rare earth deposit.