December 22, 2025 Copper’s tight supply and tariff risks set for a volatile 2026 Analysts warn structural deficits may start in 2026 as copper hits records, demand accelerates and supply struggles to keep up.
December 22, 2025 Dalian iron ore extends gains on tight BHP supply, firmer hot metal production Dalian iron ore futures rose for a fifth session due to tight supply from BHP's Jimblebar and Jingbao fines, plus strong China production.
December 21, 2025 Over 60% of critical minerals demand met through global trade: IEF The IEF report predicts global demand for copper, nickel, cobalt, lithium and rare earths rising from 28 million tonnes in 2021 to nearly 41 million by 2040.
December 20, 2025 China’s rare earth magnet exports to US decline in November Shipments to the US totaled about 582 tons, compared with 656 tons in October.
December 20, 2025 Column: EV revolution rolls on but battery metals lose their charge It should only be a matter of time before demand momentum absorbs the current supply glut, writes Reuters columnist Andy Home.
December 19, 2025 Antofagasta agrees zero copper processing charges for 2026 with Chinese smelter The deal compares to charges of $21.25 a ton and 2.125 cents per lb for 2025 agreed last December.
December 18, 2025 Liberia backs Ivanhoe Atlantic rail deal to unlock iron ore mine The access arrangement permits Ivanhoe to transport iron ore from the Kon Kweni deposit.
December 18, 2025 Mass layoffs overshadow Guinea’s Simandou mega mine as output accelerates The project is laying off thousands of workers just as it begins exporting iron ore after decades of delays and corruption scandals.
December 18, 2025 Column: China’s steel output to slump to 7-year low as iron ore imports hit record China's steel production in November was the weakest month in nearly two years.
December 17, 2025 Global lithium prices spike but remain below 2024 average, says Cochilco The average price to date is $9,306/ton, 24% lower than the $12,296 registered in 2024.
Precious metals craze prompts China fund to turn away investors UBS SDIC Fund had become increasingly concerned that investors could be exposed to heavy losses should a record-breaking bull market suddenly turn. December 27, 2025 | 08:00 am
