December 22, 2025

Copper’s tight supply and tariff risks set for a volatile 2026

Analysts warn structural deficits may start in 2026 as copper hits records, demand accelerates and supply struggles to keep up.

December 21, 2025

Over 60% of critical minerals demand met through global trade: IEF

The IEF report predicts global demand for copper, nickel, cobalt, lithium and rare earths rising from 28 million tonnes in 2021 to nearly 41 million by 2040.

December 21, 2025

How 2026 will reshape US critical minerals resilience

Emerging federal activity shows two key themes: growing support for high-risk minerals and renewed focus on domestic processing technologies.

December 20, 2025

China’s rare earth magnet exports to US decline in November

Shipments to the US totaled about 582 tons, compared with 656 tons in October.

December 20, 2025

Column: EV revolution rolls on but battery metals lose their charge

It should only be a matter of time before demand momentum absorbs the current supply glut, writes Reuters columnist Andy Home.

December 19, 2025

Copper price nears $12,000 as base metals stage broad rally

Copper neared a record high, with a renewed rally in US tech stocks helping to boost investor sentiment.

December 19, 2025

Korean proxy fight threatens to derail Trump’s big zinc bet

The case has the potential to disrupt the administration’s effort to spur domestic production of critical minerals.

December 19, 2025

Ioneer expects partner search to conclude in H1 2026

In July, the Australian mine developer launched a formal strategic partnering process after Sibanye-Stillwater walked away from the lithium-boron project.

December 19, 2025

US raises Graphite One loan to $2.1B

Graphite Creek is described by the US Geological Survey as the largest graphite deposit in the country.

December 19, 2025

Goldman flags record gold price, weak oil in 2026 commodity picks

The base case for gold is a rally to $4,900 an ounce, with risks to the upside, Goldman said.