Archive snapshot · Materials
Tue, Oct 20, 9:32 PM ET
BHP posts 19% drop in September-quarter copper output, holds full-year guidance
Copper weakness at BHP's mines offset firmer iron ore, making the quarterly print a key read on global copper supply.
Mugglehead Investment Magazine · +12 outlets
Phoenix Tailings to build $375M rare earth plant in New York state
The project adds US rare earth processing capacity as Western governments push to cut reliance on Chinese supply.
Mining.com · +5 outlets
Rio Tinto and Glencore merger talk resurfaces as investors weigh mining mega-deal
Speculation about a Glencore approach revives questions over consolidation among the largest diversified miners.
Kalkine Media · +1 outlets
Australia approves POSCO-backed $3B Port Hedland HBI plant on environmental grounds
Federal environmental clearance moves forward a low-emissions iron processing project tied to Korean steelmaker POSCO.
SteelOrbis · +2 outlets
Japan escalates rare earth urgency as supply security moves up policy agenda
Tokyo's heightened focus reflects broader anxiety over Chinese dominance of rare earth processing and export controls.
Mining.com.au · +1 outlets
Neo Performance Materials selected for EU grant of up to EUR126M
EU funding for the rare earth processor underscores European efforts to build domestic magnet and materials capacity.
Mugglehead Investment Magazine · +1 outlets
Anglo American reports copper output down 5%, iron ore down 4%, diamonds down 11%
Across-the-board volume declines add pressure on Anglo as it reshapes its portfolio around copper and iron ore.
Mining Weekly · +10 outlets
Vulcan Elements partners with North Carolina researchers on rare earth magnet tech
The tie-up pairs a US magnet startup with academic researchers as Washington funds alternatives to Chinese magnets.
Mining.com · +10 outlets
Iron ore price pushes toward $93 as Chinese economic data lends support
Port stockpiles and soft spot demand still cap upside even as Beijing's data steadies sentiment.
Yieh Corp. · +4 outlets
Shenghe Resources proposes RMB1.81B sale of rare earth processing stakes
The Chinese rare earth firm's proposed divestment comes amid shifting global supply chain and pricing dynamics.
Mugglehead Investment Magazine · +1 outlets
CIBC cuts gold price forecasts but sees recovery to $5,200 in 2027
The bank expects central bank buying to offset Federal Reserve headwinds that have cooled gold's rally.
Kitco · +3 outlets
Cleveland-Cliffs jumps 10% on strongest quarter in three years; Nucor and Steel Dynamics edge higher
Stronger steel results signal a firmer US market for domestic producers after a prolonged demand slump.
24/7 Wall St. · +7 outlets
US signs mining agreement with Nigeria
The pact is part of Washington's push to secure African mineral supply chains away from Chinese control.
The Institute for Energy Research · +14 outlets
Vale says rising costs make 10% of global iron ore supply unprofitable
The miner's warning highlights how cost inflation is reshaping the global iron ore cost curve.
GMK Center · +8 outlets
Fortescue faces quarterly scrutiny as iron ore and copper development advance
Investors are watching whether Fortescue's iron ore volumes and copper plans can offset cost and price pressure.
Kalkine · +1 outlets
Chinese nickel producers advance plans to cut Indonesian output
Production discipline among Chinese-backed Indonesian nickel operations could ease a global glut.
Mining.com.au · +14 outlets
Canada minister says metals and mining entering largest investment supercycle ever
Ottawa's framing reflects a global scramble to fund critical mineral projects amid energy transition demand.
IndexBox
Metals Focus sees gold at $6,000 and silver above $90 on renewed investor confidence
The consultancy ties further precious metals upside to a return of investor demand rather than industrial fundamentals alone.
Kitco · +1 outlets

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