Upstream Manganese Volumes Beat Estimates, but Downstream Demand Remains Lukewarm
Manganese markets are showing a tale of two sides: robust supply but cautious demand. In its latest quarterly production update, South32 Ltd. (ASX: S32) surprised analysts with a 135% jump in manganese output, far exceeding expectations and reinforcing its position as one of the world’s leading producers of this essential energy-transition metal. Yet, despite the […]
Mine Supply Disruptions Push International Copper Study Group to Flag 2026 Copper Deficit
Copper’s long-term bullish narrative just gained new momentum — and not for the reasons investors might have hoped. The International Copper Study Group (ICSG) has revised its 2025 mine supply growth outlook downward to just 1.4%, citing production setbacks at several of the world’s largest copper operations, including Codelco’s El Teniente and Freeport-McMoRan’s Grasberg. The […]
Sierra Madre Gold and Silver Ltd. kicks off US$3.5 M exploration campaign at Guitarra East District in Mexico
The junior mining sector continues to show signs of renewed momentum in late 2025, as companies shift focus toward high-potential, underexplored districts across Latin America. Among them, Sierra Madre Gold and Silver Ltd. (TSXV: SM) has launched a US$3.5 million exploration program at the East District of its flagship Guitarra silver-gold project in Estado de […]
Gold Past US$4,000/oz as the Precious-Metals Rally Hits a Critical Juncture
The precious-metals market has entered one of its most volatile phases in years. After a stunning surge that saw gold break through the symbolic US$4,000 per ounce mark and silver hit multi-decade highs, both metals have entered a sharp correction phase — prompting investors to ask: Is this the start of a long-overdue reset or […]
Q3 2025 Lithium Market: Glut Persists Despite Demand Growth
The lithium market — once the star of the energy transition — is showing renewed signs of volatility heading into late 2025. Despite record-breaking electric vehicle (EV) deliveries and growing grid-scale storage projects, lithium prices have failed to sustain their early-year momentum. Benchmark lithium carbonate ended Q3 2025 around US$11,185 per tonne, down from nearly […]
Potash Fertiliser Defaults Delay as India Eyes Russian Plant to Secure Supply
As global fertiliser markets struggle with price volatility and geopolitical friction, India — one of the world’s largest agricultural economies — is taking matters into its own hands. Reports from Organiser and The Economic Times reveal that Indian fertiliser companies are planning to build a urea production facility in Russia, a move designed to safeguard […]
LME Zinc Contracts Face Historic Squeeze as Warehouses Run Bare
The zinc market has erupted into one of the most dramatic commodity squeezes in years — a situation that’s sending shockwaves through trading desks, metal producers, and investors worldwide. With inventories at the London Metal Exchange (LME) plunging to just 35,300 tonnes, enough to cover barely a day of global consumption, traders are facing unprecedented […]
Silver Suffers Sharp Pull-Back After Record Highs — Is This Just the Reset?
After weeks of relentless momentum that pushed silver to record highs above US $54 per ounce, the precious metal has finally cooled — but investors are asking whether this is the end of the rally or merely a healthy reset. Spot silver fell over 7–8%, settling near US $48.30/oz as profit-taking swept through commodity markets […]
Massive U.S.-Backed Funding Surge Targets Graphite Supply-Chain Independence
Global investors are taking notice as the United States ramps up its efforts to secure critical minerals for the clean energy transition. In one of the most significant developments this quarter, Australian graphite developer Graphinex has received a US $860 million (A$1.32 billion) letter of intent from the Export-Import Bank of the United States (EXIM) […]
China Tightens Rare-Earth Export Controls, Sparking Supply-Chain Alarm
China’s latest move to tighten export controls on rare-earth elements (REEs) and associated technologies has sent fresh shockwaves through global supply chains. The decision, which broadens restrictions on heavy rare-earths and magnet-making equipment, comes as the world leans ever more heavily on materials essential for electric vehicles, defense systems, and renewable energy technologies. For investors, […]
