Vale's second-quarter earnings beat expectations with strongest iron ore output since 2018, bolstered by higher sales prices despite margin pressure from costs.

Iron ore faces headwinds from weak China demand and falling domestic production, though prices hold as fundamentals from steel output and imports provide suppor

Copper slumped from near-record highs as geopolitical tensions spooked investors, despite strong miner earnings and shrinking stockpiles that would normally sup

An $18.5 billion combination of gold majors received shareholder approval, positioning the merged company to ramp production across North American assets.

BHP rebounded on iron ore strength as markets assessed copper dividends and production outlook, with analysts debating valuation after recent gains.

Fortescue gained on iron ore strength while investors weighed the miner's shift toward renewable energy and hydrogen production against near-term commodity cycl

Gold and silver surged as geopolitical escalation drove investors to havens, temporarily overriding concerns about elevated borrowing costs that normally pressu

USA Rare Earth acquired a stake in French processor Carester and brought domestic refining online, threatening China's control of rare earth supply chains.

Anglo American lowered copper costs despite inflation while delivering solid operational results, advancing De Beers sale and reshaping its mining portfolio.

Rio Tinto's 2026 production guidance drew mixed market reaction, with valuations questioned despite cost discipline and iron ore strength.

Lithium tumbled as production restarts and government-mandated procurement targets at below-market prices sparked 2027 oversupply fears.

Southern Copper plans to surpass one million tonnes of annual copper production by 2029 after record earnings, buoyed by Tia Maria project progress.

NOVAGOLD simplified its ownership of one of the world's largest undeveloped gold deposits at record bullion prices, repositioning for development.

Two mining royalty vehicles and investors in iron ore plays fell amid sector headwinds, though some analysts view oversold valuations as buy signals for patient

NAN GreenMet announced plans to build a neodymium-iron-boron magnet manufacturing facility in India, vertically integrating rare earth supply.

A consortium anchored by Critical Metals advanced toward developing Kenya's rare earth deposits, signaling new supply sources outside traditional majors.

India committed $2 billion to SMR development while Saudi Arabia accelerated US nuclear partnership, driving long-term uranium demand fundamentals.

Dalaroo completed a A$1.75 million placement including board backing to fund exploration of gold and rare earth projects in Australia and Greenland.