Coal

US coal gets a war boost — but costs are choking the upside

Seaborne thermal coal prices jumped more than 25% in the first weeks after the Strait of Hormuz crisis, US coal consumption rose 10% in...

Mining Stocks Lead Global Markets as MSCI Metals Index Rallies Nearly 90%, Beating Tech and Banks

📌 Key Takeaways The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.  AI...

DOE Launches $355 Million Program to Expand US Critical Minerals Supply Chain

📌 Key Takeaways The U.S. Department of Energy (DOE) announces $355 million in funding to expand domestic production of critical minerals and materials.  The funds are...

US eyes equity stakes in Australian critical minerals firms

📌 Key Takeaways The U.S. government has offered to buy direct equity stakes in Australian critical minerals firms, as part of a strategic push to...

China’s Record Power Demand Resets the Coal Outlook — and the Energy Mix

China’s power output hit 936TWh of electricity in August 2025 — with 627.4 TWh from thermal plants, meaning the most electricity it's ever produced using...

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Diesel Squeeze Raises Stakes for Australian Mining

US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...

Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...

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More Than 60% of Critical Minerals Flow Across Borders

📌 Key Takeaways Over 60% of global critical mineral demand...

Canada Launches C$2 Billion Critical Minerals Sovereign Fund

📌 Key Takeaways Canada is establishing a C$2 billion (≈...

Australia Fast-Tracks Critical Mineral Stockpiles as Supply Risks Rise

📌 Key Takeaways Australia will fast-track a A$1.2 billion critical...