Fortescue's China iron ore dispute bites: Q1 FY27 sales slump 13% amid CMRG negotiations and buyer boycott
Fortescue's iron ore sales fell as Chinese buyers withheld purchases during CMRG pricing negotiations, straining its longstanding China relationship.
Proactive Investors Australia · +3 outlets
Iron ore hits 18-month low as global decline extends and cost floor loosens
Iron ore prices slumped to an 18-month low as softening freight rates and demand concerns eroded the market's cost support.
Business Recorder · +6 outlets
India's government set to finalize critical minerals stockpiling policy within a month
India is moving toward a national stockpile of critical minerals to reduce dependence on Chinese supply chains.
The Economic Times · +8 outlets
EU and China near rare earth licensing deal as US weighs supply-chain risk
A China-EU rare earth licensing arrangement could shift leverage in global supply negotiations, with implications for US sourcing.
Rare Earth Exchanges · +13 outlets
Gold holds $4,100 support as traders watch whether it can break $4,200 amid inflation risks
Gold's resilience above $4,100 keeps the metal near record territory as inflation concerns shape the rate outlook.
Kitco · +14 outlets
Metals broadly rally, with LME tin leading gains and COMEX gold, silver posting weekly rises
Base and precious metals advanced overnight, with tin and copper outperforming in a broad-based move.
Shanghai Metals Market · +1 outlets
China's mineral demand collides with Balochistan insurgency in resource-rich region
China's hunger for Balochistan's minerals is running into local unrest, complicating mining investment in Pakistan.
Sri Lanka Guardian · +12 outlets
Rare earth recycling can bridge US supply gap as new mines face long timelines, Paladin says
Paladin argues recycling is a faster route to closing America's rare earth shortfall than waiting on new mines.
Mining.com · +14 outlets
Saudi Arabia's Jabal Sayid rare earth discovery tests kingdom's mining ambitions
The Jabal Sayid find is an early test of Saudi Arabia's push to build a rare earths industry beyond oil.
Arab News · +5 outlets
China agrees to halve hybrid car exports to EU in trade breakthrough
Beijing's concession on hybrid exports eases EU-China trade tensions, with follow-on effects for auto-sector materials demand.
Livemint · +14 outlets
Brazil signs rare earths law but implementing rules remain unwritten
Brazil's new rare earths framework awaits regulation, leaving investors uncertain about how the industry will develop.
Discovery Alert · +1 outlets
Mineral Resources raises Lamb Creek iron ore output and reinstates dividends after record FY26
Mineral Resources boosted production at Lamb Creek and restored its dividend following record results including Onslow Iron.
Kalkine · +1 outlets
Industrial metals post mixed Q3 performance, downside risks persist
Industrial metals ended the third quarter with uneven results as macroeconomic risks weighed on the demand outlook.
Mining Weekly
India's steel output rises 3% and demand climbs over 8% in Q1 FY2026
India's steel consumption growth outpaced production, underscoring its role as a key driver of global steel demand.
DD News · +6 outlets
Cleveland-Cliffs draws attention as US steel pricing firms
Cleveland-Cliffs is in focus as firming steel prices lift sentiment across US producers.
Kalkine Media · +9 outlets
Mkango Magnetic Materials' German plant gains EU status
Mkango's German rare earth magnet facility secured EU status, supporting Europe's push for domestic magnetic materials capacity.
Mugglehead Investment Magazine · +2 outlets
K92 Mining's million ounce milestone reshapes its investment case
K92 Mining reached a production milestone that analysts say alters how investors should value the gold miner.
Simply Wall Street · +1 outlets
Caledonia Mining cuts 2026 gold output guidance and raises cost outlook
Caledonia Mining lowered its 2026 production forecast and lifted cost expectations, pressuring its outlook.
Mining Weekly · +1 outlets