June 27, 2025

India taking steps to mitigate disruptions due to China’s rare earth curbs

Despite holding the world's fifth-largest rare earth reserves, India's domestic output remains underdeveloped.

June 27, 2025

Copper price down after $0 Chinese smelter deal

The $0 agreement presents a win for China's smelters given spot charges are hovering around the –$43 mark.

June 26, 2025

US says deal with Beijing will expedite rare earth exports from China

"They’re going to deliver rare earths to us," said US Commerce Secretary Howard Lutnick.

June 26, 2025

China opens first offshore gold vault in Hong Kong

The Shanghai Gold Exchange's first expansion outside mainland China includes two new contracts and a bullion vault in Hong Kong.

June 26, 2025

Column: LME’s new position rules reflect a changed metals landscape

Traders have been scaling up bets even as LME warehouse inventory has been depleting.

June 26, 2025

Australia sues China-linked rare earth investors

Australia has sought to build a domestic rare earths supply chain.

June 26, 2025

CHART: The brutal economics of EV battery lithium

Value of installed lithium in the average electric vehicle sold globally plummets by 89%.

June 26, 2025

Copper price surges to highest since March record

US prices jump more than 3%, opening up massive $1,600 per tonne gap between US and LME copper prices with Goldman Sachs predicting more gains to come. 

June 25, 2025

China to overtake Australia as world’s top lithium miner by 2026, Fastmarkets says

Beyond mining, China for years has been the world's largest refiner of the ultralight metal, with roughly 70% market share.

June 25, 2025

Copper price: Chinese smelters ramp up exports, potentially squeezing home market too

Exports at these levels would bring renewed pressure and could potentially tip the Chinese market into backwardation as well.