Silver Breaks $50/oz Barrier, Poised for Rerouting Back to London Physical Market

Silver’s Breakout Signals a New Era in Precious Metals Silver’s long-awaited breakout above $50 per ounce has jolted commodity markets, marking its highest level since the early 2010s. The rally — driven by industrial demand, safe-haven flows, and tightening physical supply — has reignited investor enthusiasm across precious metals. According to Reuters and MLQ AI, […]
PIC Launches US$71.5M Fund to Back Early-Stage Mining Ventures in South Africa

In a move that could reshape South Africa’s exploration landscape, the Public Investment Corporation (PIC) — one of the largest asset managers in Africa — has launched a US$71.5 million fund dedicated to financing early-stage mining ventures. The initiative comes at a time when the global search for critical minerals and new discoveries is intensifying, […]
Johannesburg Demo Plant Proves Battery-Grade Manganese Beneficiation Is Viable

As the global race for energy transition materials accelerates, manganese — often overshadowed by lithium and nickel — is quietly emerging as a cornerstone of next-generation battery technology. In a development that could reshape regional supply chains, a Johannesburg pilot plant has successfully processed locally mined manganese into battery-grade material, proving that high-purity beneficiation is […]
China Tightens Grip on Rare Earth Exports Ahead of Trump–Xi Summit: Global Supply Chains Brace for Shock

The global rare earths market is once again on edge as Beijing expands its export controls just days before a highly anticipated summit between former U.S. President Donald Trump and Chinese President Xi Jinping. The move, which adds five previously unrestricted elements to China’s controlled export list and tightens licensing for mining and refining equipment, […]
Nickel Market at Inflection Point as Indonesia Signals Q1 2026 Tightness

Global investors are turning their attention back to nickel, a metal once overshadowed by lithium and copper in the clean energy race. But now, a convergence of policy shifts in Indonesia — the world’s largest nickel producer — and tightening conditions on the London Metal Exchange (LME) is setting the stage for a potential market […]