BHP reports 19% drop in September-quarter copper output, keeps FY27 guidance
The copper decline overshadowed record iron ore output, weighing on BHP shares and reviving concern about copper supply growth.
Mugglehead Investment Magazine · +9 outlets
China defends rare earth export curbs on Japan citing security concerns
Beijing's restrictions on rare earth exports to Japan have heightened supply security worries across the electronics and magnet supply chain.
Operativ Məlumat Mərkəzi · +14 outlets
Iron ore prices fall below 2025 lows as Chinese demand data offers only brief support
Iron ore's slide below prior-year lows reflects weak steel demand and swelling port inventories despite mixed Chinese economic data.
Moneycontrol.com · +13 outlets
Vale says rising costs leave 10% of global seaborne iron ore supply unprofitable
Vale's warning underscores how cost inflation is reshaping the economics of seaborne iron ore supply as prices slide.
SteelOrbis · +7 outlets
Fortescue warns of trouble if China iron ore talks remain unresolved
Fortescue's caution highlights the exposure of Australian iron ore miners to stalled pricing negotiations with Chinese buyers.
AFR · +3 outlets
Anglo American holds 2026 targets despite Q3 copper, iron ore and diamond declines
Anglo kept guidance intact even as copper output fell 5%, iron ore 4% and diamonds 11% in the quarter.
Mining Weekly · +9 outlets
Rio Tinto posts quarterly lift on copper growth, updates iron ore operations
Rio Tinto's quarterly update showed copper strength offsetting a softer iron ore picture.
Kalkine · +14 outlets
Phoenix Tailings to build $375M rare earth plant in New York
The project is part of a push to build Western rare earth processing capacity outside China.
Mining.com · +14 outlets
BHP iron ore output rises 4% in July-September, full-year guidance unchanged
Steady iron ore volumes from BHP and Rio Tinto support the Pilbara outlook even as prices weaken.
SteelOrbis · +8 outlets
POSCO-backed Port Hedland HBI project in Australia wins federal environmental approval
Approval clears the way for the $3 billion green iron processing plant backed by Korea's POSCO in Western Australia.
SteelOrbis · +3 outlets
Gold steadies near one-week low as oil-driven inflation fears grow
Gold fell for a third straight session while silver extended gains, narrowing the gold-silver ratio.
Mining.com · +14 outlets
India's core sector output grows 7.9% in September, fastest in new series
Strong coal and steel output drove the fastest core infrastructure growth in the current data series, supporting industrial metals demand.
Livemint · +14 outlets
Chile's rare earth ambitions hit refining bottleneck
Chile's resource wealth is constrained by a lack of domestic refining capacity for rare earths.
Mining.com · +2 outlets
Rio Tinto and Glencore mega-merger talk resurfaces
Speculation about a combination of the two mining giants has re-emerged amid sector consolidation.
Kalkine Media · +3 outlets
Kumba Iron Ore Q3 sales up 3%, average price 9% above benchmark
Kumba flagged a weakening iron ore market on record freight rates and rail constraints even as realized prices held above benchmark.
Polity.org.za · +2 outlets
Lynas Rare Earths details Meteoric acquisition and FY26 results
Lynas, the largest rare earths producer outside China, updated investors on its acquisition and annual results.
Kalkine · +6 outlets
Vulcan Elements partners with North Carolina researchers on rare earth magnet tech
The collaboration targets domestic magnet production, a key chokepoint in Western rare earth supply chains.
Mining.com · +1 outlets
Neo Performance Materials selected for EU grant of up to EUR 126M
The EU funding supports European rare earth processing capacity as Brussels pushes supply chain independence.
Mugglehead Investment Magazine