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.

October 14, 2025

Loncor agrees on $261M sale to China’s Chengtun

Chengtun’s C$1.38 per share offer represents a 16% premium over Friday’s closing price on the Toronto Stock Exchange.

October 14, 2025

US rare earth chokepoint is a big little problem

US moves to break the monopoly are in motion.

October 13, 2025

China plans zinc exports as global rally opens window for sales

Zinc in London has marched higher since April, but in Shanghai it’s been bumping along close to its recent lows.

October 13, 2025

Zangge’s lithium unit resumes production after 87-day halt

The Chinese miner's subsidiary had aimed to produce and sell 11,000 metric tons of lithium carbonate in 2025.