Archive snapshot · Materials
Sun, Oct 11, 9:32 PM ET
India releases draft National Steel Policy 2047 targeting 604 MT crude steel capacity
The plan projects a tripling of coking coal demand, a 39% cut in emissions intensity, and higher iron ore requirements, shaping long-term demand for coal and or
Business Standard · +14 outlets
Oil holds above US$100 as tanker shortage adds to inflation pressure
A shortfall in tanker capacity is keeping crude elevated, renewing inflation concerns for energy-intensive industries and consumers.
Proactive Investors Australia · +14 outlets
Australian resource exports forecast to reach A$422 billion as AI reshapes commodity demand
The forecast ties commodity demand growth to data centre and AI buildout, a shift in the mix of metals Australia ships.
Proactive Investors Australia · +2 outlets
Sydney power grid reaches capacity as AI data centre demand strains infrastructure
Grid constraints in Australia's largest city highlight infrastructure limits on data centre expansion.
Proactive Investors Australia · +14 outlets
China's shifting steel sector could leave Australian iron ore behind
Changes in Chinese steelmaking technology and scrap use threaten demand for Australian iron ore grades.
Eco-Business · +13 outlets
Champion Iron shares hit six-year low after sixth straight weekly decline
The slide reflects weak iron ore prices and investor caution on the sector's outlook.
thebull.com.au
Iron ore prices extend decline
Falling iron ore prices weigh on major miners and on Australian budget revenues tied to the commodity.
Business Recorder · +14 outlets
Pilbara revenue shortfall flagged as a risk to Australia's budget
Slumping Pilbara iron ore receipts threaten government revenue forecasts built on elevated commodity prices.
MacroBusiness
USA Rare Earth weighs US$2.8 billion Brazil deal against US$1.2 billion South Carolina project
The comparison highlights the capital allocation choices facing Western rare earth developers seeking to cut China dependence.
Yahoo Finance · +3 outlets
Solar storm expected to hit Earth after powerful eruption
A geomagnetic storm forecast for October 11 could affect satellites, power grids and communications.
India Today · +13 outlets
Mkango's German magnet recycling plant gains EU strategic status
EU designation supports a non-Chinese rare earth magnet recycling supply chain in Europe.
Share Talk · +4 outlets
Pentagon- and Toyota-backed startup aims to cut US reliance on Chinese iron
The venture targets domestic iron production as part of wider Western efforts to reduce critical materials dependence.
Nikkei Asia · +1 outlets
China signals it can avoid escalation after EU trade talks
The comments follow trade tensions involving critical materials and industrial goods between the EU and China.
The Economic Times · +14 outlets
Saudi Arabia's Jabal Sayid discovery tests rare-earth ambitions
The find is an early test of whether Saudi Arabia can build a rare earths industry outside China's dominance.
Arab News · +2 outlets
Vietnam proposes allowing exports of rare earths and 16 strategic minerals
The proposal would open Vietnam's mineral resources to export markets amid global critical minerals competition.
Vietnam.vn · +3 outlets
Copper smelters in China paying miners over US$230 a tonne for ore
Treatment charges indicate concentrate oversupply rather than a shortage of refined copper.
Gold Eagle · +1 outlets
USA Rare Earth one-year return highlighted as investors assess position
Retail interest in rare earth equities remains elevated amid Western supply chain push.
Yahoo Finance · +1 outlets
Magnum assays confirm high-value rare earth clusters at Piracanjuba North
Drill results add to the pipeline of Brazilian rare earth projects seeking development.
TipRanks · +1 outlets

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