Intelligence Top Stories

China’s germanium, gallium ban could cost the US $3.4 billion

According to the USGS, gallium prices could increase by more than 150% and germanium prices by 26% in the event of a total ban.

Staff Writer | November 20, 2024 | 7:09 am

Wagner Group linked to $2.5 billion in illicit gold trading — report

Globally, artisanal and small-scale gold mining accounts for about 20%…

Staff Writer | November 18, 2024 | 9:36 am

China should use more aluminum and recycled copper, industry says

China depends on overseas imports for 60% of its aluminum…

Reuters | November 12, 2024 | 5:10 pm

Column: Copper views Trump win through Chinese lens

Donald Trump's win has not sparked a repeat of the…

Reuters | November 11, 2024 | 9:09 am

Australian iron ore giants’ shares sink on disappointing China stimulus

Analysts at Citi last week forecast a grim near-term outlook…

Reuters | November 11, 2024 | 8:36 am

Lithium world asks if surprise mine shutdown can arrest slump

Lithium spot prices have tumbled almost 90% since late 2022.

Bloomberg News | September 12, 2024 | 8:01 am

Guest column: America’s mineral blind spot – the trillion-dollar opportunity hiding in plain sight

While China tightens its grip on these critical minerals, the US sits idle, stymied not by geology but by corporate calculus.

Gabriel Collins, Ian Lange & Morgan Bazilian | September 11, 2024 | 1:13 pm

Peru copper output this year forecast below expectations, deputy minister says

Output in the period was 1,512,607 metric tons.

Reuters | September 11, 2024 | 7:49 am

China has more than 1 billion t/y of new coal mines in pipeline, report says

China mined a total of 4.66 billion tons of coal in 2023, a record high.

Reuters | September 10, 2024 | 7:35 am

EV slump powers platinum supply deficit, investment council says

The price of platinum has fallen about 4% this year to about $950 per oz.

Colin McClelland - The Northern Miner | September 10, 2024 | 7:04 am

AngloGold Ashanti to buy Centamin for $2.5 billion

Deal hands AngloGold Egypt's largest and first modern gold mine, and will make it the world’s no.4 producer of the precious metal.

Cecilia Jamasmie | September 10, 2024 | 3:59 am

US Steel assets face chopping block without Japan deal

United States Steel Corp. faces the prospect of being broken apart and sold in parts if Nippon Steel Corp.’s $14.1 billion takeover fails.

Bloomberg News | September 6, 2024 | 10:00 am

Citi says US election risk to contain metals prices for now

Uncertainty around the US presidential election in November will prevent meaningful gains for metals, the bank says.

Bloomberg News | September 6, 2024 | 3:02 am

KCGM — from unloved asset to Northern Star’s crown jewel

A former non-core asset of majors Barrick and Newmont, KCGM, also known as the Super Pit, is set to become Australia’s largest gold operation under the ownership of Northern Star Resources.

Kristie Batten | August 25, 2024 | 8:22 am

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