November 12, 2025

CEO of Australia’s PLS says government support could boost lithium supply chains

Dale Henderson said the growth of trading mechanisms such as futures markets should eventually help regulate prices.

November 12, 2025

US House report accuses China of minerals market interference

The House committee's report alleges that China has specifically targeted the lithium and rare earths industries.

November 12, 2025

China’s vice premier attends Simandou launch in Guinea

Two of Simandou's four mining blocks are controlled by a Singapore-Chinese consortium.

November 12, 2025

China moves to shield rare earths from US military use: WSJ

If strictly implemented, the VEU system could make it harder for US and European manufacturers in the automotive and aerospace sectors.

November 11, 2025

Why analysts see $5,000 gold price

Gold prices are poised to reach new heights in 2026 with leading forecasters projecting levels between $4,400 and $5,300 per oz.

November 11, 2025

Guinea aims for global high-grade iron ore leverage with Simandou launch

Guinea wants to bypass China and sell its Simandou high-grade iron ore directly to Europe and the Middle East.

November 11, 2025

China’s critical minerals curb has billion-dollar impact on US GDP: Macquarie

Macquarie estimates the US is about 80% import reliant for rare earth compounds and metals, with approximately 70% of those coming from China.

November 11, 2025

Lithium watchers shift focus from supply fears to storage demand

The growing confidence in demand for energy storage systems, or ESS, comes amid policy incentives, improving economics and expansion plans.

November 11, 2025

Column: China’s major commodity imports ease, except for iron ore

Crude oil, natural gas, copper and coal all showed declines from September.

November 10, 2025

Booming gold prices are hiding China’s deflationary pain for now

The rally is having an outsized impact on China even though the weighting of gold and platinum jewelry in the consumer basket is less than 1%.