Investors’ allocation to metals sector seen growing
Some investors who already have energy transition equities in their portfolio could benefit from having metals as a hedge for those stocks, one analyst says.
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Column: Study Group has a sobering message for copper bulls
There's no shortage of copper, according to the International Copper Study Group (ICSG), which has just updated its supply and demand forecasts.
JSW currently not interested in taking over any PGG coal deposits
If there are no extraordinary events, the company's board maintains its coal production goal for 2024 at 12.45 million tonnes.
Global aluminum market seen closer to balance in 2025, Rusal says
Rusal, responsible for 5.5% of global aluminum supply, has been increasing deliveries to China.
Sinomine says it will build lithium sulfate plant in Zimbabwe
The company's Zimbabwean unit plans to build a $500 million lithium refinery in the next 3-5 years, even as the company currently loses money.
China coal hub could lead its energy transition, researchers say
Inner Mongolia already has 88 gigawatts of wind and solar capacity, with another 170 gigawatts in the pipeline.
Savannah Resources delays start of Portuguese lithium production to 2027
Savannah said it now expects to deliver its definitive feasibility study in the second half of 2025.
Thor Explorations denies allegations of tax evasion in Nigeria
The state of Osun alleges that the company has dodged over 3.25 billion Nigerian naira (approximately $1.9 million) in taxes.
BHP projects copper demand to rise by 1 million tonnes annually until 2035
The company estimates that $250 billion in investment will be required over the next decade to address the widening gap between copper supply and demand.
