China’s control over indium phosphide exports threatens AI data centre rollout With AI workloads growing exponentially, InP is in high demand as it is a core material with no substitute. Reuters | June 11, 2026 | 9:05 am
Energy Fuels expects to hit 2026 uranium guidance by midyear Company forecasts uranium production to reach 1.6 million lb. by the end of June, within its full-year guidance range of 1.5-2.5 million lb. Staff Writer | June 11, 2026 | 8:47 am
Kazakhstan ground view: What you can’t see from the spreadsheet A first look at Kazakhstan reveals why critical minerals, trade routes, and geopolitics now converge there. Erik Groves | June 11, 2026 | 7:51 am
Japan’s Shin-Etsu plans new rare earth refinery to secure supply The plant will be the company’s third in the western Japanese prefecture of Fukui. Bloomberg News | June 11, 2026 | 7:44 am
Alcoa flags lower Australian alumina shipments after cyclone The cyclone in March disrupted LNG supply to the 4.7 million ton per year capacity Pinjarra plant. Reuters | June 11, 2026 | 7:39 am
Op-Ed: Volatility in markets has not changed positive outlook for gold It’s important to remember that gold does not always move upward in a straight line, even during crises. Derek Macpherson | June 11, 2026 | 7:29 am
Madagascan miner Ambatovy resumes nickel production after cyclone It restarted one acid plant on May 23 and plans to start the second one by the end of June. Reuters | June 11, 2026 | 7:28 am
BHP workers vote for strike action at Australian iron ore export hub Around 100 union members who voted all endorsed work stoppages ranging from 30 minutes to 24 hours, which could begin within days. Reuters | June 11, 2026 | 7:21 am
Reliance, Vedanta, Adani join India’s drive to cut China rare earth dependence Andhra Pradesh was among four states identified in February's federal budget for the development of rare earth "corridors". Reuters | June 11, 2026 | 7:15 am