Intelligence Top Stories

Top five contrarian commodity scenarios for 2025

The upcoming year has the potential to be one of the most volatile in recent memory, particularly in commodities, writes Clyde Russell.

Reuters | December 30, 2024 | 12:47 am

Supply-demand imbalance looms for critical battery raw materials by 2030: McKinsey

By 2030, McKinsey estimates that worldwide demand for passenger cars…

Staff Writer | December 29, 2024 | 12:16 pm

Lithium market could see modest recovery in 2025

Global lithium demand to increase 26% to 1.46m tonnes in…

Christopher Williams | December 26, 2024 | 6:30 am

Trade spats to curb industrial metals demand: BMO

BMO Capital Markets has lowered its demand estimates for next…

Northern Miner Staff | December 26, 2024 | 6:00 am

Column: Electric dreams turn into a nightmare for battery metals

A sector that was once racing to build new supply…

Reuters | December 20, 2024 | 11:38 am

Lure of Anglo’s copper mines could test BHP’s spending resolve

BHP needs to offer at least a 40% premium over Anglo's share price for a new takeover bid, but its CEO has committed to spending discipline.

Reuters | December 20, 2024 | 5:00 am

Column: Where will Trump and China drive commodities in 2025?

With no predictable mold for how this will work, the only certainties will likely be volatility and numerous factors working in opposing directions.

Reuters | December 19, 2024 | 6:22 am

VIDEO: Critical minerals race driving resource nationalism

Jimena Blanco, chief analyst at Verisk Maplecroft, says that geopolitical tensions are causing major shifts in global mining policies.

Staff Writer | December 17, 2024 | 12:10 pm

Column: Critical metals will be a key battleground in US-China trade war

It's clear that critical minerals will be China's weapon of choice in its escalating trade war with the United States.

Reuters | December 17, 2024 | 9:55 am

Barrick to halt Mali operations if shipments remain blocked

If Mali continues to impede shipments from Loulo-Gounkoto, the country's largest gold mine, Barrick will cease operations.

Cecilia Jamasmie | December 16, 2024 | 3:53 am

Column: Bleak times for copper smelters as conversion fees slump

The benchmark smelter treatment charges for next year have been set by Chilean copper miner Antofagasta and China's Jiangxi Copper.

Reuters | December 13, 2024 | 11:58 am

Economics, not regulation, the main reason behind delay in British Columbia’s mines, study shows

Regulation was a factor in only three of the 20 delayed projects that have received environmental certificates since 1995.

Staff Writer | December 11, 2024 | 12:28 pm

South32 eyes Alaska’s copper under potential Trump policy changes

Approval of Ambler Mining District road would allow South32 and Trilogy Metals to mine high-grade copper from their assets.

MINING.com Editor | December 11, 2024 | 6:15 am

Mexico to review bill to ban open pit mining

The controversial bill, approved by the lower chamber of Congress in August, would also prohibit fracking and restrict water usage.

Staff Writer | December 11, 2024 | 3:32 am

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