Fortescue warns China iron ore pricing deadlock could force Pilbara production cuts
Fortescue says a prolonged standoff with China's state iron ore buyer over pricing could cut output and full-year profit, sending its shares to a 16-month low.
Proactive Investors Australia · +9 outlets
Rio Tinto and China's CMRG agree new iron ore supply deal
The agreement comes as Beijing's state buyer moves to tighten control over global iron ore price discovery.
ChemAnalyst · +14 outlets
GM cancels deal with new US rare-earth magnet plant, documents show
The reversal underscores uncertainty over US efforts to build domestic rare earth magnet capacity outside China.
Mining.com · +9 outlets
TSMC seeks rare earth-free factory equipment to cut reliance on China
The move reflects widening efforts by chipmakers to insulate supply chains from Chinese rare earth export controls.
Seoul Economic Daily · +12 outlets
Malaysia approves first raw rare earths export under new rules
The approval marks Malaysia's entry as a supplier as global buyers seek alternatives to Chinese rare earths.
Mining.com.au · +14 outlets
Anglo American reports 4% y/y fall in Q3 iron ore production
The decline in premium iron ore output adds to global supply concerns amid a Chinese pricing dispute.
GMK Center · +4 outlets
Brazil's Supreme Court suspends Belo Sun's Amazon gold project licence
The suspension halts development of one of Brazil's largest planned gold mines pending further legal review.
Mining.com.au · +9 outlets
JSW Steel posts record Q2 volumes as coal costs squeeze margins
Record Indian flat steel demand supported JSW's volumes, but input costs pressured profitability and shares fell.
Shanghai Metals Market · +6 outlets
India's government taps foreign mines for critical minerals, Reddy says
New Delhi is pursuing overseas assets to secure supply of minerals central to its energy and defense industries.
Moneycontrol.com · +9 outlets
Gold slips as inflation fears mount and oil spikes to five-month high
Precious metals fell despite lower yields as Hormuz tensions lifted crude and stoked inflation concerns.
Mining.com.au · +13 outlets
India's Piyush Goyal says trust is the new weaponisable rare earth
The commerce minister framed supply chain trust as strategic leverage at the Berlin Global Dialogue amid EU-India trade talks.
The Economic Times
Newmont Q3 earnings beat at $2.20 a share as gold price offsets output fall
Higher bullion prices offset lower production, allowing the miner to top consensus estimates.
Discovery Alert · +12 outlets
Cleveland-Cliffs shares surge after earnings beat as auto steel demand steadies
The results point to improving conditions in US automotive steel after a weak stretch of demand.
Kalkine Media · +7 outlets
Iron ore prices break prior low as news-driven selling intensifies
Port prices slumped, narrowing imported iron ore margins to 1.03 yuan/mt, as Chinese demand signals weakened.
Shanghai Metals Market
Mineral Resources reports Q1 FY27 quarterly activity
The miner updates investors on iron ore and lithium operations amid pressure on its lithium exposure.
Mineral Resources · +12 outlets
October peak season demand falls short, finished steel prices seen stuck at lows
Chinese steel mills face a softer-than-expected autumn construction season, pressuring finished steel prices.
Shanghai Metals Market · +1 outlets
Fenix Resources cashes out iron ore hedge book for over A$10 million
The early closure of its swap hedge book locks in gains as iron ore prices remain volatile.
Kalkine · +1 outlets
Afrimat banks on new Doornfontein iron ore mine after half-year profit falls 32.8%
The South African miner is relying on the new operation to revive iron ore margins amid a market slump.
News24