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. Reuters | March 3, 2026 | 7:06 am
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. Staff Writer | March 3, 2026 | 6:49 am
Lithium demand to top 13M tonnes by 2050: WoodMac The consultancy sees supply gaps by 2028 as EV and storage growth accelerates global consumption. Staff Writer | March 3, 2026 | 5:23 am
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. Cecilia Jamasmie | March 3, 2026 | 4:06 am
BHP chair says Australia should look at gas, corporate tax cuts to lift productivity Australia is the world's third-largest exporter of liquefied natural gas and yet power costs for its population are significantly higher than those of other commodity producers. Reuters | March 2, 2026 | 6:07 pm
St George hikes resource estimate at Brazil rare earths project by 75% The mineral resource estimate of the project was seen at 70.91 million metric tons. Reuters | March 2, 2026 | 4:45 pm
First Phosphate lands conditional $12.2M grant to advance LFP processing plans The financial contribution is for the company's integrated phosphate concentrate project in Saguenay-Lac-Saint-Jean, Quebec. Staff Writer | March 2, 2026 | 4:29 pm
BHP chair sees limited business impact from Iran crisis for now Chairman Ross McEwan said some 95% of BHP’s mining output ends up in Asia, where trade routes remain open. Bloomberg News | March 2, 2026 | 4:14 pm
US struggling to de-risk Congo’s ‘war zone minerals’ even after pact Several of DRC's shortlisted assets sit in politically fraught zones or carry permitting disputes, making quick, reliable mining deals unlikely. Reuters | March 2, 2026 | 3:41 pm