December 24, 2024

CHARTS: The coming critical minerals trade war is BRICS short of a load

"While a large number of countries around the world continue to talk about securing raw material supply, China is actually doing something about it."

December 24, 2024

Iron ore price rises on pre-holiday restocking, China stimulus hopes

"Winter restocking of iron ore among steel mills is still underway, so we believe ore prices will find some support in the near term," analyst says.

December 23, 2024

Lithium suppliers seek to rein in price discounts in 2025 talks

The past year has been torrid for lithium, as a global slowdown in the pace of EV adoption left the market saddled with a glut.

December 22, 2024

IGO suspends annual dividends from Tianqi JV amid market downturn

The JV experienced a build in lithium hydroxide inventory at Kwinana over recent months.

December 22, 2024

China’s 2025 steel demand to fall 1.5% on year, state research institute says

China's steel consumption in 2024 and 2025 is forecast at 863 million metric tons and 850 million tons, respectively.

December 22, 2024

Tiny but vital metal markets rush to adjust to Chinese clampdown

A bigger clampdown looks set to have far-reaching ramifications for supply chains feeding American defense and chip-making industries.

December 22, 2024

Video: Gold mining faces a cliff after 2025, CRU analyst predicts

Global gold production will peak at about 3,250 tonnes (105 million oz.) next year, according to CRU's Oliver Blagden.

December 20, 2024

Column: Electric dreams turn into a nightmare for battery metals

A sector that was once racing to build new supply has been closing mines and deferring projects as low prices bite into the cost curve.

December 19, 2024

China’s niche metals export ban lifts prospects for Canadian firms

Canadian companies dabbling in these minerals include Teck Resources, Neo Performance Materials and Northern Graphite.

December 19, 2024

Column: Where will Trump and China drive commodities in 2025?

With no predictable mold for how this will work, the only certainties will likely be volatility and numerous factors working in opposing directions.