October 31, 2025

Vale says China, iron ore suppliers are mutually dependent

Vale has a “pretty positive relationship” with China Mineral Resources Group, its CFO said.

October 31, 2025

Gold an ideal hedge against AI bubble: BofA

In its note, BofA stresses that if the current AI hype fades, valuations compress and investor flows reverse, gold could outperform equities.

October 31, 2025

Gold boom spurs MKS PAMP to boost Hong Kong presence

Although London remains the global market’s main pricing center, China is the world’s largest gold producer.

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.