Fortescue reported Q1 FY27 iron ore shipments down 5.8% with C1 costs above guidance, and says stalled talks with China could force production cuts at its flags

TSMC is reportedly seeking equipment alternatives that avoid rare earths as Beijing's export controls raise supply security concerns for chipmakers.

A surge in oil prices drove investors to scramble for cash and raised expectations of Fed tightening, pushing gold to a steep weekly loss.

The canceled agreement removes a planned domestic outlet for US rare-earth magnet output as Western automakers try to cut dependence on Chinese supply.

India's JSW Steel posted record quarterly volumes and sharply higher profit but flagged rising coking coal costs squeezing steel margins.

Rising diesel and Brent crude costs are pressuring miners' margins, with profitability diverging sharply between metal producers depending on fuel exposure.

Jakarta's review of major copper and gold mining permits could reshape ownership and output in one of the world's top mineral jurisdictions.

Anglo American reported lower quarterly iron ore production but higher sales, with lump ore making up a larger share at its Kumba operation.

A rally in thermal coal benchmarks is improving earnings prospects for South African coal producers and their share prices.

The export halt adds to tensions in fertilizer trade and could tighten urea supply into European agricultural markets.

India is expanding overseas mining investments to secure critical mineral supply as it builds domestic processing capacity.

Brazil's presidential contest could determine how quickly Western firms gain access to its rare-earth deposits as an alternative to Chinese supply.

Chinese iron ore benchmarks fell to fresh lows amid weak peak-season steel demand and soft port pricing, with only limited recovery in hot metal output.

India's commerce minister framed supply-chain trust as a strategic asset in trade talks, touching on the EU-India FTA and rare-earth leverage.

The Indian steelmaker's year-on-year profit growth came despite softer domestic steel pricing in the quarter.

The Australian miner detailed its September quarter mining operations and FY27 outlook amid weaker iron ore prices.

Chinese steel mills are seeing weaker than expected autumn demand, keeping finished steel prices under pressure.

The report details how China Rare Earth Group's separation capacity underpins Beijing's leverage in heavy rare earth supply.