October 31, 2025

Column: LME copper hits record highs as funds and fundamentals align

Macro and micro drivers have both turned price-positive and fund managers have jumped back in on the long side.

October 31, 2025

CATL taps outside suppliers for lithium ore as flagship mine stays closed

The Chinese battery giant seeks alternative feedstock while its flagship Jianxiawo mine is closed.

October 30, 2025

China’s top metals group calls for ceiling on copper capacity

China's main metals association is urging the country to curb new capacity, copying a practice the government did with its giant aluminum industry.

October 30, 2025

China to suspend new REE export controls for 1 year

China won’t be removing the export limits that were introduced in April.

October 30, 2025

Global gold demand climbs 3% to quarterly record as investment soars, WGC says

Demand for bars and coins rose 17% in the third quarter, led by India and China.

October 30, 2025

US gets rare earth reprieve from China, but not rollback

It is unclear whether the commitment to pause the October measures also includes batteries and industrial diamonds.

October 29, 2025

Column: China’s ravenous appetite for iron ore remains as steel output slips

China's imports of iron ore are on track for another robust month in October.

October 29, 2025

Goldman lifts iron ore forecast for next year, but stays bearish

The bank sees prices of the steelmaking staple averaging $93 a ton in 2026, $5 higher than its previous estimate.

October 29, 2025

Lithium prices boosted by China’s policy drive on energy storage

The most-active lithium carbonate contract on the Guangzhou Futures Exchange has risen for five sessions in a row.

October 29, 2025

EU urged to boost critical minerals push amid China curbs

Energy security group calls for a permanent investment network to reduce dependence on Beijing and speed up green transition.