Tag:Critical Minerals

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 extreme level since the market...

Big Funds Pour Billions Into Mining Supercycle Bet

📌 Key Takeaways Mining ETF assets more than doubled to $87.4 billion by March 2026, according to Reuters. Investors put $8.24 billion into mining in Q1...

Nickel Prices Hit Two-Year High as Indonesia Tightens Supply

📌 Key Takeaways Nickel rose as much as 1.8% to $19,350/t, the highest intraday level since June 2024.   Indonesia produced an estimated 2.6 million tonnes...

US critical minerals partnerships accelerating into Industrial Policy

📌 Key takeaways The U.S. and Australia have lined up more than A$5 billion (US$3.5 billion) for critical minerals projects, spanning rare earths, nickel, graphite,...

Strait of Hormuz Closure Drives US Critical Minerals Reshoring

📌 Key Takeaways The Strait of Hormuz handled about 20 million barrels per day in 2024, equal to roughly 20% of global petroleum liquids consumption,...

Pentagon’s Critical Minerals Order Signals War Supply Risk

The Pentagon sought new supplies of 13 critical minerals before strikes on Iran, highlighting the growing role of strategic metals in modern warfare. 📌 Key...

US critical minerals price floor system takes shape

📌 Key Takeaways US agencies say they’ve built a “sophisticated” critical minerals price floor system and are pitching it to allies to unlock private investment. The...

US critical minerals price floors: Washington moves toward market intervention

📌 Key Takeaways The US plans to introduce coordinated price floors for critical minerals as part of a new trade bloc strategy. Reference prices would act...

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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...
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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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