March 1, 2021

Copper, nickel price: 3 charts that bolster the bear case

The mad surge in the copper price took even ardent bulls by surprise, but doubts are beginning to creep in about the sustainability of the rally, at least in the…

March 1, 2021

China chips away at coal addiction to chase climate goals

Coal use accounted for 56.8% of the country’s total energy consumption last year, down 0.9 of a percentage point from 2019.

March 1, 2021

China says domestic competition hurting rare earth prices

Prices for some rare earths in China, such as praseodymium-neodymium, have spiked to multi-year highs this year amid strong demand from the electric vehicle sector.

February 26, 2021

Nickel, cobalt price: 10 charts show China’s grip on battery supply chain to last decades

Beijing's response to Biden executive order on critical minerals: "Artificial efforts to shift these chains and to decouple is not realistic."

February 26, 2021

China continues dominance of rare earths markets to 2030, says Roskill

In 2020, Chinese mines produced 110,000 tonnes of rare earths, which is more than 55% of total global mining output.

February 26, 2021

Copper price plunges as market waits for Shanghai whales’ next move

"A lot would depend on the reaction of big Chinese players such as Shanghai Dalu Futures, which has amassed a $1 billion long position."

February 26, 2021

Global silver output to rise 8.1% in 2021 – report

Global silver production is set to grow at a CAGR of 3.2%, reaching one billion ounces by 2024.

February 26, 2021

Copper crunch set to ease with more supply heading to China

Starting next month, there’ll be a large number of ships arriving at Chinese ports from Chile and Peru, the nation’s main suppliers.

February 26, 2021

Copper price spike stirs alarm over another rush to find substitutes

With prices spiking, manufacturers making wires and pipes are looking to aluminum.

February 26, 2021

Price surge abates but silver has more friends than ever

This month’s crowd surge on the silver market quickly dissipated after the price lost momentum above the $30-per ounce level and fell back just as sharply as it had risen.