BHP Eyes Restarting U.S. Copper Mines as Trump Prioritizes Critical Minerals
As copper prices hold near decade highs and U.S. policymakers double down on resource independence, BHP Group’s reported consideration to reopen shuttered copper mines in Arizona signals a potential turning point for America’s domestic mining sector. According to The Financial Times, the world’s largest miner is weighing a return to assets in the Globe–Miami region […]
Luxury Goods Companies Face Margin Pressures as Gold Prices Soar
Gold has long been a cornerstone of luxury, adorning everything from high-end jewelry to iconic timepieces. But as gold prices surge to record levels, luxury goods companies are facing mounting pressure on profit margins—an emerging trend that investors can’t afford to ignore. Analysts warn that even though gold accounts for a relatively small share of […]
Goldman Sachs: Silver to Rise Further, but Volatility Lies Ahead
Silver’s extraordinary run in recent months has thrust the metal back into the spotlight, with investors debating whether its momentum is sustainable—or a setup for a sharp correction. Now, Goldman Sachs has added fuel to that debate. In a newly released report, the investment bank forecasts that silver prices could extend their rally, driven by […]
China’s Rare-Earth Exports Plunge in September After Export Curbs — Global Supply Chains on Alert
As global markets digest another shock from Beijing’s tightening grip on strategic resources, investors are once again reminded of just how concentrated and politically sensitive the critical minerals supply chain has become. In September, China’s rare-earth exports fell sharply, according to Reuters, following new export licensing and control measures rolled out earlier in the month. […]
Oil Recoups Losses as Investors Eye U.S.–China Trade Talk Signals
Global oil markets are staging a cautious rebound after a turbulent week, with prices rising as investors weigh the potential thaw in U.S.–China trade tensions. Brent crude climbed nearly $0.92 to $63.65 per barrel, while WTI gained $0.89 to $59.79, according to Reuters. The uptick comes after days of sharp losses triggered by soft macro […]
Copper Surges to $11,000/ton as Mine Disruptions and China Demand Hopes Collide
Copper — often called the “metal with a PhD in economics” — has surged to $11,000 per ton, a level not seen since the 2021 rally, reigniting debate over whether the market is entering a sustained bull phase or another speculative upswing. This week’s price momentum reflects a potent mix of supply-side shocks, macroeconomic shifts, […]
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, […]
