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.

January 23, 2025

Tianqi Lithium warns of 2024 loss, halts Australia expansion

The Chinese miner warned that it expects to post a net loss of as much as 8.2 billion yuan ($1.1 billion) for 2024.