November 26, 2025

Codelco’s record China copper offer sparks threats to walk away

Record-high offers from Chile’s copper giant spur some Chinese buyers to exit 2025 term deals and question the benchmark.

November 25, 2025

China’s October net gold imports via Hong Kong fall about 64% from September

"What we're really seeing here is a weakness in the Chinese demand while they have been firmly strong earlier in the year," analyst says.

November 25, 2025

GRAPHIC: US set to narrow its rare earth gap, others not so much

China would still supply roughly 60% of the world's key magnet-making rare earths by 2030, according to Reuters analysis.

November 25, 2025

Codelco offers record premiums for 2026 copper sales to China

It offered to supply some buyers at a premium of $335 a ton over London Metal Exchange prices for 2026 annual contracts.

November 25, 2025

Column: Limp COP30 deal matters little in renewables vs fossil battle

What the COP30 did confirm is that the energy transition is increasingly divided into countries that rely on fossil fuels and those that are trying to end reliance.

November 24, 2025

Value of EV battery nickel second highest on record, cobalt at 30-month high

Low LFP-penetration markets, Europe is off to the races in 2025 and US buyers pull forward purchases before subsidies end.

November 24, 2025

China’s Premier launches charm offensive on rare earths at G-20

Beijing will “promote mutually beneficial cooperation and peaceful use of key minerals,” Li Qiang said.

November 24, 2025

Major Indonesia nickel plant cuts output as waste piles up

The rapid expansion of the nickel industry is facing greater local scrutiny in Indonesia, partly due to waste-related concerns.

November 24, 2025

China’s grip on copper sets scene for make-or-break supply talks

Tensions have been building for years, fueled by a rapid expansion of metal-processing capacity that has outpaced mined production.

November 24, 2025

MMG’s deal to buy Anglo’s Brazil nickel assets faces EU regulatory delay

The extension underscores regulatory caution and heightened scrutiny of resource deals with China.