October 6, 2025

Turkey eyes US rare earths deal after China, Russia talks slow

Ankara and Washington are exploring a potential partnership to develop a large reserve of rare-earth deposits recently discovered in Beylikova.

October 3, 2025

Bank of America recommends resources stocks to bet on AI

“AI devours commodities,” wrote BofA’s team led by Michael Hartnett.

October 3, 2025

Brazil, China team up to create $1B investment fund

It will invest in sectors such as energy transition, infrastructure, mining, agriculture and artificial intelligence.

October 3, 2025

China’s bar on BHP iron ore cargoes hammers capesize rates

Dry-bulk shipping rates have tumbled around 25% this week.

October 3, 2025

Silver squeeze nears end game, says TD analyst

TD Securities sees the market approaching a tipping point due to the depletion of inventory in London.

October 2, 2025

Fatal accident forces Winning to halt iron ore mine at Simandou

Three foreign workers died at Guinea's Simandou iron ore project, in the area being developed by Winning Consortium.

October 2, 2025

Column: Depleted LME zinc stocks may need a Chinese booster

LME registered zinc stocks have collapsed from 230,000 tons to 40,850 tons since the beginning of the year.

October 2, 2025

China, Malaysia in talks for rare earths refinery project

If the joint venture takes shape, it would represent a significant policy departure for China.

October 1, 2025

Australian lithium miners slide as CATL moves toward mine restart

Chinese authorities have green-lit reserve reports from two major lithium producers operating in the mining hub of Yichun.

October 1, 2025

Column: Critical minerals are stuck between demand hopes and oversupply reality

The caveat to long-term forecasts is that they are inherently risky as market dynamics can shift.