Latest Articles

Lithium (98) Nickel (96) Copper (73) Molybdenum (62) Silver (49) Rare Earth (48) View All →

Featured Story

Macquarie says copper price rally still running ahead of reality

2026-07-10

Macquarie Strategy analysts contend that the recent rally in copper prices is detached from underlying physical market realities, driven more by speculative positioning and tariff-related trade flows than actual demand. Despite current trading at $13,800 a tonne, the bank points to surging visible inventories and projected surpluses stretching into 2028, alongside underperforming mine supply and weakening demand in key markets like China. While recognizing copper's long-term structural attractiveness for the energy transition, Macquarie forecasts a market correction, projecting a price floor of $11,000 a tonne by the third quarter of 2027.

Read Full Article →

Recent Articles

Secretary of Energy Chris Wright Announces Newly Appointed Members of the Secretary of Energy Advisory Board

2026-07-10

The U.S. Department of Energy (DOE) announced on July 9, 2026, the appointment of new members to its Secretary of Energy Advisory Board (SEAB), setting a strategic course for American energy policy. These 20 leaders from diverse sectors, including oil and gas, renewables, finance, and technology, will serve two-year terms expiring in May 2028, providing crucial counsel to Secretary Chris Wright on vital energy issues. The composition of the board signals a comprehensive approach to securing "affordable, reliable, and secure American energy," holding significant implications for the mining industry's role in supplying critical raw materials.

Lowry reserves extend Sandfire’s Black Butte copper mine life to 12 years

2026-07-10

Sandfire Resources America has unveiled an updated Preliminary Feasibility Study for its Black Butte copper project in Montana, integrating the new Lowry deposit and extending the mine's projected life to 12 years. This enhancement significantly boosts contained copper reserves to 370,000 tonnes at a 2.6% grade, positioning Black Butte as a pivotal domestic copper asset for the United States, despite showing moderate financial returns on investment.

Carney seeks deeper Saudi mining, energy partnership

2026-07-10

Canadian Prime Minister Mark Carney's recent visit to Saudi Arabia signaled a significant deepening of economic ties, resulting in over C$1 billion ($710 million) in commercial agreements focused on mining, critical minerals, and energy. This landmark visit, the first by a Canadian premier in 26 years, positions Canadian companies for substantial involvement in Saudi Arabia's ambitious Vision 2030 diversification strategy, while helping Canada reduce its dependence on the U.S. market. The partnership is set to enhance cooperation across vital sectors, including critical mineral supply chains, sustainable energy projects, and advanced technology.

Africa’s mining sector poised for sustained growth driven by critical minerals and policy reforms

2026-07-08

Africa's mining sector is poised for significant and sustained growth, driven by increasing global demand for critical minerals and ongoing policy reforms across the continent. While platinum remains a foundational commodity, with Africa anticipated to contribute nearly 80.5% of global production in 2025, the sector continues to navigate persistent challenges including infrastructure deficits, regulatory ambiguities, and escalating operational expenses. This outlook, detailed by a GlobalData analyst comment on July 7, 2026, underscores Africa's strategic importance in the evolving global mineral supply chain.

Copper and lithium boom reinforces Latin America’s role in the future of mining

2026-07-08

Latin America is solidifying its indispensable role in the global mining industry, driven by significant booms in copper and lithium, according to an analyst comment from GlobalData on July 7, 2026. Countries such as Chile, Peru, Brazil, and Mexico continue to serve as crucial industry anchors, underpinned by their established mining sectors, robust foreign investment inflows, and well-developed infrastructure that facilitates resource extraction and export. The region is particularly witnessing transformative growth in its lithium sector, with Argentina and Brazil at the forefront of this expansion, vital for the burgeoning electric vehicle and renewable energy markets.

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.