Tag:China

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...

US Oil Exports Surge on Iran War Demand, But America Not A Limitless Swing Supplier

📌 Key Takeaways U.S. crude exports jumped to 5.2 million barrels per day in the week to April 10, the highest in seven months, as...

Rare Earth Shortages Worsen for US Aerospace Despite China-Trade Truce

📌 Key Takeaways US aerospace manufacturers report worsening rare earth shortages despite a US–China trade truce. China remains dominant in rare earth processing and magnet production,...

China Pulls Back Loans to Africa — Tightening Capital for Mining

📌 Key Takeaways Chinese lending across Africa has fallen to its lowest level in nearly two decades, tightening capital for mining and infrastructure projects. Beijing’s retreat...

Australia Fast-Tracks Critical Mineral Stockpiles as Supply Risks Rise

📌 Key Takeaways Australia will fast-track a A$1.2 billion critical minerals stockpile, targeting rare earths, antimony and gallium. The reserve is designed to secure supply for...

Nickel Supply Shock Returns as Indonesia Threatens to Tighten the Tap

📌 Key Takeaways Nickel prices hit a nine-month high as Indonesia signals material supply cuts and delays mine approvals. Indonesia controls ~50% of global nickel supply,...

More Than 60% of Critical Minerals Flow Across Borders

📌 Key Takeaways Over 60% of global critical mineral demand is met through international trade, creating structural interdependence between producers and consumers  Clean energy demand pushes...

US Mining Enters Breakout Phase with More Incoming Historic Government-Backed Deals

📌 Key Takeaways The White House is planning more “historic deals” with US mining companies to secure critical mineral supply chains for defense and high-tech...

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Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures settling at $6.6495/lb, up 38% from a year ago. And...
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Food Inflation Is Back. This Time the Shock Starts Before the Harvest.

US grocery prices rose 0.7% in April, the sharpest monthly increase in nearly four years, while food-at-home prices were...

Copper Tops $14,000 as Supply Squeeze Pushes Market Toward Record High

Copper has hit prices $14,000 a tonne. The metal rallied for an eighth straight session on Wednesday, touching $14,196.50/t on...

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