May 15, 2025

China’s output cap to underpin aluminum despite trade wars

China's output is constrained by a government cap of 45 million tons per year, a limit introduced in 2017 to curb overcapacity.

May 14, 2025

Palladium market seen moving to balance after years of deficit, says Johnson Matthey

For palladium, robust growth in Chinese automotive recycling will boost secondary supply by 4%, it says.

May 14, 2025

Morgan Stanley hires Goldman’s metals and mining head

David Hammond will rejoin Morgan Stanley later this year as a managing director focused on metals, mining and basic materials.

May 14, 2025

Is the gold rally over? Analyst breaks down market risks

Gold prices have plunged for the second time in three days — breaking below the $3,200 mark for the first time since […]

May 14, 2025

MP Materials signs rare earths deal with Saudi Arabia’s Ma’aden

The US miner has signed an MoU with Saudi's state miner to develop a rare earths supply chain in the kingdom.

May 14, 2025

Scrap copper was piling up in the US. Now it can finally move

A mountain of scrap metal in Salt Lake City that had been growing in recent weeks is finally set to shrink, thanks to the US-China trade truce.

May 14, 2025

What a long, strange trip it’s been since Nixon took USD off the gold standard

The chart of SPX and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August 1971.

May 14, 2025

US establishes new tin supply chain in deal with Rwanda’s Trinity Metals

The move comes as Rwanda seeks to diversify its mineral exports and strengthen trade relations with the US.

May 14, 2025

China pauses rare earth export curbs targeting US entities

Move is part of the trade detente struck between the world’s two largest economies.

May 14, 2025

Gold price falls below $3,200 as focus shifts from safe havens

Bullion has now declined 9% from its high of $3,500 last month amid elevated trade war fears.