Racks Materials

A potential pullback from the Brazilian miner would tighten seaborne supply just as Simandou volumes ramp up.

The bank's view suggests new Guinean supply will absorb the impact of output reductions from other producers.

The pact adds to a wave of bilateral deals aimed at diversifying supply chains away from China.

The deal reflects the Pentagon's push to build domestic processing capacity for heavy rare earths used in defense magnets.

Washington is using diplomacy to secure rare earth sources while Nordic miners try to build a European alternative to Chinese processing.

Precious metals rallied on bets that divided or changed political control in Washington would mean looser fiscal direction and a softer dollar.

Record Western Australia iron ore shipments support BHP's volumes even as the company reweights toward copper and potash.

The royalty holder's results are a direct read on iron ore pricing and production from the Labrador Trough.

ASX-listed critical minerals juniors are pitching processing partnerships as a route to commercial output.

The finished program sets up a resource update for one of the larger silver development projects in the US.

Improved metallurgical results are a key milestone for ionic clay rare earth projects outside China.

The assays add to a run of early-stage copper discoveries as explorers chase the metal's demand outlook.

The revised study points to a larger operation at the Western Australian copper project.

Tungsten exploration outside China is drawing interest given export controls on the strategic metal.

The report highlights environmental and community costs of mineral extraction in Southeast Asia.

Investors are assessing how the CMRG transaction and commodity mix affect Rio Tinto's ASX-listed peers.

The Greenland-focused miner's quarterly update will be watched for progress at its southern Greenland projects.

Cost inflation and negotiations over Chinese offtake are the main swing factors for the miner's margins.

The Australian royalty company's balance sheet position shapes its capacity for new acquisitions.

Iron ore volumes provide a buffer as the company manages a transition in its mining services business.

An underground transition would determine the long-term life of the Tasmanian iron ore operation.

The mid-tier Western Australian iron ore producer is under pressure on volumes and costs.

The research suggests a broader industrial use case for rare earth catalysts beyond magnets.

Definitive studies are the gate for development capital in a sector still cautious on new supply.

The broker's morning note covers mining equities and commodity pricing into the London session.