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 […]
DRC’s Cobalt Export Quotas Become Permanent, Forcing Market Recalibration
In a move that could reshape the global cobalt landscape, the Democratic Republic of Congo (DRC)—which accounts for roughly 70% of the world’s cobalt supply—has announced that export quotas on the strategic metal will become permanent. The decision, confirmed by President Félix Tshisekedi and reported by Reuters, introduces a new era of state oversight that […]
Oil Prices Dip as Gaza Ceasefire Eases Geopolitical Risk Premium
After weeks of heightened volatility driven by Middle East tensions, oil prices took a sharp turn lower this week as a proposed ceasefire between Israel and Hamas eased fears of a broader regional conflict. Brent crude fell below US$87 per barrel, while West Texas Intermediate (WTI) slipped toward US$83, reversing gains built on geopolitical risk […]
Copper Smashes $11,000/t as Supply Disruptions Mount
Copper’s Breakout Signals a New Phase for Base Metals Investors Copper has surged past US$11,000 per metric ton, marking its highest level since May 2024, and sending ripples through global commodity markets. The rally — fueled by supply disruptions in key producing nations and speculative buying — is reigniting investor interest in the “red metal” […]
Gold Soars Past US$4,000/oz for First Time, Silver Follows to Record Highs
Global investors are witnessing a historic moment in the precious metals market as gold breaks above US$4,000 per ounce for the first time, driven by intensifying macroeconomic uncertainty, expectations of imminent U.S. rate cuts, and surging safe-haven demand. Silver followed suit, climbing sharply to new record highs as risk-off sentiment rippled through global markets. According […]
DISA Gains First-Ever NRC License to Remediate Abandoned Uranium Mine Waste — Boosting U.S. Uranium Infrastructure
The uranium market continues to attract attention amid growing calls for nuclear energy expansion — and a new development from the United States signals deeper structural support for the sector.DISA Technologies Inc. has secured the first-ever Service Provider License (SPL) from the U.S. Nuclear Regulatory Commission (NRC), authorizing it to remediate abandoned uranium mine waste […]
GoviEx / Tombador Transaction Nears Completion to Form Uranium Developer Atomic Eagle
The uranium sector continues to attract investor attention, and a new name is about to enter the space. GoviEx Uranium’s reverse takeover of Tombador Iron marks a decisive step toward creating Atomic Eagle Ltd, a consolidated uranium developer focused on the Muntanga Project in Zambia. The transaction represents not only a corporate restructuring but also […]
Meteoric Moves Brazil Rare-Earths Project Forward After Strong PFS
Rare earth elements (REEs) are once again drawing the spotlight as global governments scramble to secure supplies for defense, clean energy, and advanced manufacturing. Against this backdrop, Meteoric Resources (ASX: MEI) has made a decisive move to advance its flagship Caldeira Rare Earths Project in Brazil following a robust Preliminary Feasibility Study (PFS). The company’s […]
Zinc Prices Surge Above $3,015/t on Tight Inventories & Smelter Strains
As base metal markets heat up, zinc has emerged as one of the standout performers this week, breaking above $3,015 per tonne on the London Metal Exchange (LME) — its highest level in months. The rally, though modest at just over 1%, underscores growing concern among traders and analysts over tightening refined zinc supplies amid […]
Silver’s Rally Continues — Up Nearly 60% YTD, but Is It Overbought?
For months, silver has been on an unstoppable climb, outpacing even gold in a year dominated by geopolitical uncertainty and investor rotation into safe-haven assets. As of October 7, 2025, silver prices have surged nearly 60% year-to-date, trading near $48.50 per ounce — a level not seen since 2011. The rally has reignited discussions across […]
