October 13, 2025 Rare earth stocks rally as US-China spat fuels supply fears Rare earths miners have spiked since April, when China threatened widespread industrial disruptions by slapping export controls.
October 13, 2025 Congo’s cobalt export shock spurs rally and doubts over supply Since the plan was unveiled last month, prices of both the hydroxide and the refined metal have jumped over 20%.
October 13, 2025 LME WEEK: Sharp divide between copper bulls and bears at industry gathering A yawning gap has emerged between those counting on mine disruptions and sceptics who say demand is weak and the market oversupplied.
October 13, 2025 GRAPHIC: Copper’s rally needs China impetus to reach record The metal has been propelled higher in 2025 by a weak dollar and, in recent months, a series of mining mishaps, but there is still a question mark over demand.
October 13, 2025 China’s iron ore, copper and coal imports rise to annual high However, copper concentrate imports dropped 6.3% as mine disruptions, most recently at Grasberg in Indonesia, hampered supply of the smelting feedstock.
October 12, 2025 Pentagon moves to build $1 billion critical minerals stockpile to counter China — report Financial Times reported that the DLA intends to buy up to $500 million of cobalt, $245 million of antimony, $100 million of tantalum and $45 million of scandium.
October 12, 2025 Copper bulls’ LME Week party clouded by Trump’s China threats The renewed concerns about a US-China trade war highlight an uncomfortable truth for the copper market.
October 10, 2025 The world’s chip supply chain is bracing for fallout from China’s rare earth curbs Its China’s most targeted move yet to limit their supplies of rare-earth materials as part of an escalating trade war between the Asian nation and the US.
October 10, 2025 Copper price tumbles as Trump threatens massive new tariffs on China Prices slid more than 4% below $10,400 a ton on the London Metal Exchange.
October 10, 2025 Blackrock-backed Peru copper port to expand as China rivalry heats up Latin America’s top copper-shipping hub has secured approval for a $700 million expansion.
Lilac signs 10-year deal with Traxys to supply lithium from Utah project Traxys will buy 50,000 tonnes of battery-grade lithium carbonate over the period, representing 100% of the project's Phase 1 output. January 12, 2026 | 10:51 am
