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.

October 28, 2025

US and Japan strike rare earths deal

Japan eyes $400B in US energy, critical minerals and AI projects, as both governments list key investments.

October 28, 2025

Banks, investors pumped $52B into met coal between 2022 and 2024: report

Banks lent $22B despite climate pledges, while investors still hold $30B in related securities.

October 27, 2025

Gold price bounces back above $4,000

Gold clawed back some losses after plunging below $4,000 on Monday as progress in US-China trade talks sapped demand for haven assets.

October 27, 2025

Rare earth producers look to US-led boom to blunt China’s power

By using the long-threatened critical mineral weapon once again in advance of this week’s talks, China has undoubtedly encouraged production outside its borders.

October 27, 2025

Chinese firms drive aluminum expansion in Indonesia, raise surplus fears

Primary production of aluminum, also used in construction and packaging, is estimated to exceed 72 million tonnes this year.