February 22, 2022

Charts: Copper project pantry bare from 2025

BofA sees long-term copper supply challenged amid a lack of development.

February 22, 2022

Iron ore price retreats amid concerns of policy risks in China

"Iron ore is now caught between two opposing policies in China," Commonwealth Bank of Australia said in a note.

February 21, 2022

China’s demand for metals has wavered as inventories pile up

Copper held in warehouses tracked by the Shanghai Futures Exchange surged 28% last week and have more than quadrupled this year.

February 21, 2022

China signals coal reliance to continue with three new mines

China’s top planning agency approved three different billion-dollar coal mine projects on Monday.

February 21, 2022

China plans state-backed platform to buy iron ore

Beijing wants all purchases of the steelmaking material conducted through a single state-backed platform that’s under preparation, according to Bloomberg sources.

February 18, 2022

Lithium prices rise on tight supply, strong China demand

Chinese market participants were surprised that prices continued to rise rapidly after the recent Lunar New Year holidays.

February 18, 2022

China to boost commodity price supervision in push for industrial growth

China's state planner will take steps to stabilise the commodity market and hasten construction of new infrastructure, it said on Friday.

February 18, 2022

Global EV sales jumped in 2021, as did deployment of high nickel battery chemistries

Adamas Intelligence reports that 54% of battery capacity deployed onto roads globally in new plug-in electric vehicles was powered by high nickel cathode chemistries.

February 17, 2022

China’s renewables boom year poses major challenges to western markets

Balancing reliance on China’s technology providers with local interests is now a key political as well as environmental challenge, says Wood Mackenzie.

February 17, 2022

BHP’s iron ore profits show why Beijing wants to talk the price down

If an average price of $130 a tonne is assumed for the first half of 2022, it implies that BHP is making $50 a tonne more than what Beijing might…