📌 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...
📌 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,...
📌 Key Takeaways
The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.
AI...
📌 Key Takeaways
BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025.
Global energy transition investment hit a record...
📌 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,...
📌 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...
Hedge funds and other speculative traders have amassed long positions equivalent to 272,000 tons on the nickel price, the most optimistic stance since the...
