Latest Articles

Lithium (98) Nickel (96) Copper (72) Molybdenum (64) Silver (49) Gold (48) View All →

Featured Story

China’s top ETF is now gold, not stocks

2026-07-07

Three significant developments in the global gold market converged within a single week in early July 2026, signaling a profound structural shift towards the precious metal. These included central banks making their second-largest monthly gold purchase of the year, China's largest exchange-traded fund transitioning from an equity fund to a gold fund, and Citi becoming the first new clearing member of London's critical over-the-counter bullion market in a decade. These synchronized movements indicate a robust and sustained institutional and private rotation into gold, carrying significant implications for the global mining industry.

Read Full Article →

Recent Articles

Department of Energy Celebrates Fourth Criticality Ahead of July 4th Goal

2026-07-07

The U.S. Department of Energy (DOE) has announced that Aalo Atomics' Aalo-X advanced reactor successfully achieved zero-power fueled criticality at Idaho National Laboratory, marking the fourth such milestone under the DOE Reactor Pilot Program. This achievement surpasses the goal set by President Trump's May 2025 executive order and signifies a resurgence in American nuclear energy development. The rapid construction and successful demonstration highlight the increasing momentum for advanced nuclear technologies, with significant implications for domestic uranium demand and critical mineral supply chains within the mining industry.

Op-Ed: Molybdenum and the geopolitics of substitution

2026-07-07

Molybdenum's dramatic price rally, reaching $65,503/t in May 2026, signals a significant shift in the critical minerals market, driven less by typical by-product demand and more by geopolitical pressures surrounding tungsten. This surge reflects a new paradigm where "functionality scarcity" trumps simple mineral scarcity, as manufacturers redesign materials to reduce reliance on geopolitically concentrated supplies, bolstering molybdenum's strategic importance as a substitute and a critical by-product in global supply chains.

Mine operators face worsening wildfire seasons

2026-07-07

Mining operations across Western Canada are bracing for a potentially severe 2026 wildfire season, exacerbated by persistent drought conditions and a strong El Niño climate pattern. This article details how major mining companies, including Teck Resources, Artemis Gold, Osisko Development, and Cameco, are enhancing preparedness plans following a record 2023 season and previous operational disruptions, facing challenges from power infrastructure vulnerability to heightened scrutiny from insurance providers. The deepening threat is prompting a fundamental shift in how the industry approaches risk management, capital allocation, and even the design of new mining facilities.

Trump Administration Moves to Permanently End Green New Scam Appliance Mandates

2026-07-06

The U.S. Department of Energy (DOE) has introduced a Notice of Proposed Rulemaking to dismantle home appliance and equipment efficiency mandates, aiming to reduce costs and enhance consumer choice. Announced by Secretary of Energy Chris Wright on July 2, 2026, this move aligns with President Trump's broader deregulation agenda, impacting products from air conditioners to washing machines. The proposal seeks to revise the DOE’s “Process Rule” for establishing energy conservation standards, potentially shifting demand dynamics for critical minerals and energy resources relevant to the mining sector.

Sandvik receives underground equipment order from CoMinVi

2026-07-06

Sandvik has secured a significant order, valued at approximately Skr340 million ($35.2 million), from Mexican mining contractor Constructora Minera Villagómez (CoMinVi) for a comprehensive fleet of underground mining equipment. This deal, booked for the second quarter of 2026, not only includes the supply of rock bolters, loaders, and trucks but also a robust four-year agreement for parts and equipment rebuilds, signalling a deepening of their two-decade-long strategic partnership. The investment underscores CoMinVi's growth ambitions in the Mexican mining sector and reinforces Sandvik's position as a leading global equipment provider, particularly in the critical underground segment.

The UK’s critical minerals ambitions will need Cornwall

2026-07-06

In a thought-provoking commentary published on July 6, 2026, CMGA managing director Ola Zawalna emphasized the indispensable role of Cornwall in realizing the UK’s critical minerals ambitions. Zawalna posits that the development of critical mineral projects and the deployment of new extraction technologies within the historic mining region of Cornwall are paramount to enhancing the United Kingdom's overall resource security, highlighting a strategic domestic imperative for a resilient supply chain.

Energy Dominance Financing Office Celebrates One Year Since Passage of the Working Families Tax Cuts Act

2026-07-05

The U.S. Department of Energy's Office of Energy Dominance Financing (EDF) has marked the one-year anniversary of President Trump’s Working Families Tax Cuts, which expanded the EDF's loan authority to over $250 billion to bolster U.S. energy and industrial leadership. Highlighting significant investments in nuclear power restarts, grid modernization, and critical mineral supply chains, the EDF is driving a national strategy to secure baseload energy, lower consumer costs, and revitalize domestic manufacturing, including a substantial focus on strategic resources and agricultural inputs. This initiative signals a major shift in federal energy policy with profound implications for the mining sector, particularly in uranium, copper, and critical minerals.

Almonty kicks off processing at Sangdong tungsten mine

2026-07-05

Almonty Industries has officially commenced processing plant throughput operations at its Sangdong tungsten mine in South Korea, marking a critical transition from mine development to revenue-generating production. This milestone, announced on July 2, 2026, positions Sangdong, a historically significant tungsten producer, to re-emerge as a major Western supplier amid a robust tungsten pricing environment and increasing global demand for critical minerals. The operation is set to leverage a substantial ore stockpile and a modern processing facility to produce high-purity tungsten concentrate, with a projected mine life exceeding 45 years and the potential to supply 40% of the world's tungsten demand outside China.

US uranium revival gains traction as output triples

2026-07-05

The United States uranium mining sector experienced a significant resurgence in 2025, with production more than tripling to 2.1 million pounds of uranium oxide (U3O8), marking its highest level in nearly a decade. This revival is underpinned by robust government support, increasing spot prices, and rising demand driven by the expansion of nuclear energy and data center power requirements. Key indicators such as exploration drilling, development activities, and expenditures also saw substantial gains, signaling a potent recovery for domestic uranium supply.

Secretary Wright Applauds End of New Federal Wind and Solar Subsidies

2026-07-04

U.S. Secretary of Energy Chris Wright announced the cessation of federal tax credit subsidies for new wind and solar projects not yet under construction, effective July 4, 2026. This policy shift, enacted through the Working Families Tax Cut, concludes over three decades of federal support for these renewable energy technologies, which accounted for approximately three percent of U.S. primary energy consumption in 2025. The decision highlights concerns over land usage, material intensity, transmission infrastructure needs, and the intermittency of wind and solar, signaling a potential redirection in U.S. energy policy with significant implications for the mining sector.