November 20, 2025

China expands BHP iron ore ban to new product as talks drag

CMRG asked Chinese steel mills and traders this week not to buy new cargoes of Jinbao fines.

November 20, 2025

Gold exports from Switzerland to China drop in October

Supplies to China plunged 93% to 2.1 metric tons, their lowest level since February.

November 20, 2025

Stand-off between China’s iron ore buyer and BHP tightens iron ore supplies

Trade of Jimblebar fines is still frozen in China, leaving mills that previously used it switching to a substitute.

November 20, 2025

Column: China steel output slumps as iron ore imports head for record

China's steel production this year will drop below 1 billion metric tons for the first time since 2019, but iron ore imports may rise to a record high.

November 19, 2025

Chinese copper demand sags in busy season after prices surge

Chinese usage remains heavily weighted to construction and a property sector mired in crisis.

November 19, 2025

China’s October rare earth magnet exports fall, but US shipments surge

Exports to the US jumped by 56.1% from the prior month to 656 tons, the highest since January.

November 19, 2025

Australia’s Argosy inks lithium sales deal with China’s Chengdu Chemphys

Argosy holds a 77.5% stake in the Rincon lithium project in Argentina’s Salta province.

November 19, 2025

West scrambles to fill heavy rare earth gap as China rivalry deepens

Shortages of heavy elements dysprosium and terbium could be an Achilles heel for MP Materials and the West's campaign to forge a magnets industry.

November 19, 2025

Lithium price rally in China prompts caution over whether it has legs

Futures have increased almost 20% so far this month on growing confidence in the demand outlook.

November 18, 2025

Chinese smelters ramp up zinc exports on global supply squeeze

Output in China, which accounts for over half the world’s total, is tracking for an annual record.