Uranium prices hit 19-year high as nuclear supply concerns persist
Uranium's surge reflects tightening supply and rising nuclear fuel demand, lifting the outlook for producers and royalty companies.
Pluang · +4 outlets
Iowa approves $1.36 billion for foreign-owned steel plant weeks before early voting
The approval lands in a swing congressional district days before early voting, drawing scrutiny over foreign ownership of US steel capacity.
CBS News · +2 outlets
Mineral Resources weighs investment case after lithium leadership shake-up
The Australian miner's lithium division leadership change raises questions about valuation and strategy as peers like PLS Group draw comparison.
Simply Wall Street · +3 outlets
Copper supply system strains under AI industry growth, investors eye miners and ETFs
Surging AI data center demand is tightening copper supply, drawing investor interest to copper equities and funds.
NAI500 · +2 outlets
Iron ore prices dip to lowest level in the past year
Falling iron ore prices pressure Australian producers and signal softer Chinese steel demand.
Mining.com.au · +14 outlets
Great Lakes iron ore and steel shipments decline, partly on Trump tariffs
Weaker September shipments through Great Lakes ports signal soft industrial demand and tariff-driven trade friction.
WPR · +2 outlets
Deutsche Bank sees gold resilient, silver oversupplied, copper as biggest gainer
The bank's commodities outlook favors copper upside while flagging silver surplus and steady gold demand.
Kitco
Gold miners beat every S&P 500 sector as bullion stumbles in September
Gold equities outperformed the broad market despite a softer metal price, reflecting strong margins and investor rotation into miners.
U.S. Global Investors
Essar Group plans multibillion-rupee US steel plant with 7.5 million tonne capacity
The Indian conglomerate's US steel investment marks a major cross-border manufacturing bet.
Goodreturns · +1 outlets
DOE critical minerals push exposes supply chain and talent gaps for US mine planners
Washington's critical minerals agenda faces structural shortfalls in supply chains and skilled labor.
Geomechanics.io · +3 outlets
India's steel boom reshapes global coking coal and coke trade
Rising Indian steel output is shifting trade flows for coking coal and coke worldwide.
indexbox.io · +5 outlets
Rare earth elements are hiding in plain sight, posing discovery and processing risks for miners
New analysis highlights the geological and processing challenges behind rare earth supply diversification.
Geomechanics.io · +4 outlets
Argentina's mining exports match 2025 full-year record in just eight months
The export surge underscores Argentina's rising role in global metals supply amid policy reform.
Discovery Alert · +1 outlets
Vedanta reports Q2 output: steel rises while iron ore production falls
The mixed quarterly update reflects diverging trends in India's steel and iron ore segments.
Whalesbook · +7 outlets
India's Ganjam-Puri coastal sands found rich in thorium and rare earths: study
The finding could bolster India's ambitions in rare earth and nuclear fuel resources along its eastern coast.
The Times of India
Metals give back jobs-report bounce as oil and yields stay elevated
Precious metals retreated after a payrolls-driven rally faded, with the dollar at new 2026 highs pressuring gold.
Kitco · +14 outlets
Junior miners still struggle to raise capital even at $4,200 gold
Despite record gold prices, financing remains difficult for early-stage explorers.
Discovery Alert
Greenland Mines targets rare earth supply gap as China dominates market
The explorer outlined its pipeline and path from exploration to production as Western buyers seek non-Chinese rare earth supply.
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