Boom in uranium stocks fizzles as Ukraine ceasefire talks build
The price of uranium is now down more than a third from early 2024.
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China copper prices flip into slight backwardation
China's customs data showed a 119% annual increase in refined copper exports in 2025.
EU selects 47 strategic projects to secure critical minerals access
The list supports the 2024 Critical Raw Material Act, which boosts the EU access to key metals and minerals.
Torex Gold begins copper concentrate production at Media Luna
Commercial production at the mine, part of the company’s Morelo complex in Mexico, is expected in the coming weeks.
Electra receives federal financial commitment for North America’s first cobalt sulfate refinery
The refinery is located in the town of Temiskaming Shores in Northern Ontario.
CHART: Top 20 automakers by battery metal spending
BYD’s battery metals bill was $1 billion below Tesla despite selling 2 million more EVs while GM’s per EV costs are the highest in the industry.
PDAC 2025 JV video: Alamos Gold plans to mine about 1M oz gold by 2030, CEO says
For 2024, Alamos has raised the production guidance to 600,000 oz. gold from 500,000 oz.
Vitol, Gunvor rock metals markets with big aluminum bets
Both taken long positions in the LME aluminum contracts nearing expiry that were at times larger than the readily available stock.
CATL’s lithium partner sees swings in near-term prices
Prices of the material could swing between 65,000 and 85,000 yuan a ton, says Jiangsu Lopal Tech.
