Archive snapshot · Materials
Mon, Oct 19, 9:32 PM ET
BHP posts strong Q1 iron ore and coal output, vows to double Australian copper by 2040
BHP's quarterly report showed iron ore and coal delivering while copper lagged, and management set out a long-term target to double Australian copper output by
AFR · +6 outlets
Iron ore port stocks build to 148.3M tons as spot demand softens; price tests key support
Rising Chinese port inventories and soft spot buying pressure iron ore prices, though steel output gains and China GDP growth have offered some support.
IndexBox · +4 outlets
Cleveland-Cliffs jumps 10% on strongest quarter in three years; Nucor, Steel Dynamics edge up
The steelmaker's third-quarter results beat expectations, lifting shares and drawing attention to US steel peers.
Kalkine Media · +4 outlets
JSW Steel wins relief as Odisha High Court quashes Rs 696 crore demand, sets aside Rs 1,473 crore notice
The court ruling removes a sizable tax and mining levy overhang tied to an iron ore block for India's JSW Steel.
The Economic Times · +4 outlets
UBS names top copper stocks as supply bottleneck warnings grow
Analysts flag copper supply constraints as a key risk for the energy transition, with UBS publishing its preferred picks.
Yahoo Finance Australia · +1 outlets
BMI raises coking coal price forecast further on supply risks
BMI lifted its coking coal price outlook as supply-side risks tighten the seaborne market.
Kallanish Commodities · +5 outlets
US signs mining agreement with Nigeria
The agreement deepens US engagement with African critical minerals supply as Washington seeks alternatives to Chinese dominance.
The Institute for Energy Research · +14 outlets
World Bank Group forms country partnerships to scale critical minerals funding
The World Bank is structuring country-level programs to channel financing into critical minerals supply chains.
Mining.com.au · +14 outlets
Shenghe Resources to sell RMB 1.81B in rare-earth processing stakes
The Chinese rare earths producer is divesting majority stakes in several processing businesses amid a restructuring of its portfolio.
Mugglehead Investment Magazine · +2 outlets
Gold's path to $6,000 and silver above $90 hinge on renewed investor confidence, Metals Focus says
The metals research firm sees precious metals upside contingent on investors returning to the market strongly.
Kitco · +1 outlets
Hertha Metals breaks ground on $100M high-purity iron plant in Texas
The project targets domestic US production of high-purity iron for steelmaking as decarbonization and supply-security concerns grow.
ConstructConnect News · +1 outlets
Newmont puts global gold operations under review
The world's largest gold miner is reviewing its global asset portfolio, a potentially significant restructuring signal.
Kalkine · +1 outlets
Volta doubles Springer rare earths resource, eyes 2027 study
The resource upgrade advances a Western rare earths project outside China's supply chain.
Mining.com · +2 outlets
BlackRock urges mining giants to sell their rail networks
The asset manager argues miners could unlock value by divesting rail infrastructure, a notable shareholder pressure point.
AFR · +1 outlets
Aclara study nearly doubles value and lifts resource at Penco rare earths project
The updated study boosts economics for a Chilean ionic clay rare earths project.
Mining.com · +2 outlets
Australia's quarterly iron ore updates from BHP, Rio Tinto and Fortescue in focus
October quarterly reports from the Pilbara majors set expectations for the sector's output and cost trajectory.
Mitrade · +14 outlets
Idaho Copper updates CuMo PEA: $1.88B after-tax NPV, 18.5% IRR, 46-year mine life
The revised preliminary economic assessment strengthens the case for the large US copper-molybdenum project.
finance.yahoo
Rio Tinto copper growth weighed against iron ore in quarterly focus
Investors are assessing whether Rio Tinto's copper expansion can offset iron ore cyclicality.
Kalkine Media

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