January 31, 2025 Take Five: The big Trump tariff countdown President Trump's tariff deadline is looming large, while the US reports jobs data and markets are gauging the new AI landscape.
January 30, 2025 GRAPH: Cobalt price plunge and the EV market Inflation adjusted cobalt prices are the lowest in 100 years after a deluge of new supply. Stagnating demand from EVs only adds to the bear case.
January 30, 2025 Chinese firms to build $2 billion Tanzanian rail to nickel mine The new railway will link the port of Dar es Salaam to a nickel mine in neighboring Burundi.
January 29, 2025 China funnelled $57 billion to control critical mineral supply chain A network of at least 26 state-backed banks has helped Beijing tighten its grip on critical minerals over the past two decades.
January 28, 2025 GRAPH: Mining vs AI vs Deepseek Cheap and cheerful Chinese AI does little to unskew relative valuation of one chipmaker against the entire mining industry.
January 27, 2025 Column: Zinc’s high premium to sister metal lead may not last Lead and zinc may be geological sister metals but their market fortunes have been very different in recent months.
January 27, 2025 Vale shares shed $17 billion as iron ore slump foils turnaround The miner has lost its rank as Brazil’s third-largest publicly traded company.
January 27, 2025 Cobalt price at lowest since 2016 amid record production China’s CMOC set a new production record last year and plans to maintain similar output levels through 2025.
January 27, 2025 Dalian iron ore set for monthly gain on resilient steel demand, US-China trade optimism Trump said he would rather not use tariffs against China, though acknowledging they have a "tremendous power".
January 24, 2025 Gold price flirts with record high on Trump’s China remarks Bullion traded near $2,780 an ounce, the highest since it touched an all-time high in October.
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
