Tag:China

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 deficit, as Chinese smelters cut...

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...

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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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Fusion Investment Tops $1.6bn in 2026 as $73bn Supply Chain Race Builds

At least $1.6 billion of disclosed fusion investment, financing and public-market transactions has been announced in 2026, as investors,...

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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