October 16, 2025 Xi’s rare earth shock gives Trump a chance to win over US allies The tension comes as Xi and Trump prepare for their first sitdown in six years this month in South Korea.
October 16, 2025 Gold price extends record on US-China tensions and Fed rate-cut bets Bullion has risen more than 5% so far this week and touched a peak above $4,243 an ounce.
October 16, 2025 China’s scrambled weather and safety scrutiny tilt coal higher Shanxi and neighboring Shaanxi are two coal hubs already contending with floods that are likely to curtail supply in coming months.
October 16, 2025 Guinea bauxite exports jump 23% in Q3 despite rains, regulatory pressure Bauxite surge amid Simandou iron ore project ramp-up.
October 15, 2025 Column: China can only fire the big gun of refined metals restrictions once The ultimate risk for China is that in cutting off Western buyers from refined metals it would risk eventually destroying its own industry.
October 15, 2025 Top 50 mining companies surge to new record near $2 trillion valuation The value of the world’s 50 biggest miners surged by more than $450B in a single quarter after a broad-based rally sparked by rampant gold and copper prices.
October 15, 2025 Chinese copper smelters plan exports after surge in LME prices Two major smelters are arranging as much as 25,000 tons of spot shipments to bonded warehouses and Asian depots monitored by the LME.
October 15, 2025 G-7 set to discuss joint response to China curbs on rare earths Treasury Secretary Scott Bessent indicated the US would seek wider support beyond the G-7.
October 14, 2025 Cobalt price rally risks pushing away battery makers, top miner says “I think it’s at the upper end of what people will tolerate without being forced to switch,” CMOC says.
October 14, 2025 Fitch’s BMI lifts 2025 copper price forecast on resilient demand, supply disruptions The Fitch Solutions unit has raised its 2025 average copper price forecast to $9,650 per tonne, up from $9,500 previously.
Critical Metals expects to close Greenland rare earth supply deals in Q1 2026, CEO says The company has already pre-sold 75% of planned output, split between the U.S. and Europe. December 31, 2025 | 12:08 pm
