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%.

November 10, 2025

The shipping mogul who carved a route to China’s African mining prize

Former merchant seaman opens access to Guinea’s vast untapped iron ore with a 370-mile cross-country railway.

November 10, 2025

Iron ore price hits multi-month lows as China demand concerns linger

Prices were supported by lower global shipments, which slipped to the lowest level in two months.

November 10, 2025

Guinea to fast-track alumina, iron ore processing, minister says

Guinea ships about 60% of its bauxite to China, while a third of iron ore produced by the Simandou mine is destined for Chinese mills.

November 10, 2025

Codelco-SQM lithium deal clears last major hurdle after China greenlight

Codelco and SQM planned to form a joint venture for lithium production in the Atacama salt flats.

November 10, 2025

Vale gearing up to meet Indian demand as China steel output stagnates, CEO says

The capacity of India's steel producers is likely to double to around 300 million tons in the next five to seven years, CEO Gustavo Pimenta said.

November 9, 2025

Column: Gold price rally looks huge, but only ranks third in last 50 years

The current rally is actually well behind the price increases recorded in the late 1970s and again in the 2000-2011 uptrend.