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

Trafigura asks to subpoena banks in search for lost nickel funds

Trafigura is still chasing down the funds almost two years after news broke that it was on the hook for almost $600 million.

January 30, 2025

Column: Nuclear revival puts uranium back in the critical spotlight

The resurgence of nuclear power means the world is going to need a lot more uranium and supply is already struggling to match demand.

January 30, 2025

Gold price sets new all-time high amid tariff threats

Spot gold reached a record $2,798.50 earlier in the session.

January 30, 2025

Swiss December gold exports to the US reach highest since March 2022

Switzerland is the world's biggest bullion refining and transit hub.

January 29, 2025

De Beers sees India as a bright spot, notes early recovery signs in US

India is the world's largest centre for cutting and polishing diamonds, accounting for nine out of 10 diamonds polished globally.

January 29, 2025

London gold market queues up to borrow central bank gold after big shipments to US

Over the last two months, 12.2 million troy ounces of gold were delivered to COMEX-approved warehouses.

January 29, 2025

American Rare Earths grows Halleck Creek resource by 12%

The new resource exceeds 2.63 billion tonnes with an average grade of 3,926 ppm TREOs.

January 29, 2025

Energy Fuels and Navajo Nation sign uranium ore transport agreement

The agreement resolves the five-year-long debate in southeast Utah over a pile of radioactive material parked in Estonia.

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.