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%.

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.