Intelligence Top Stories

US policy to increase mineral production must include revisiting tariffs

A three-year, phase-in for tariffs on refined minerals would allow time to expand and build refineries.

Gregory Wischer - Payne Institute for Public Policy | August 20, 2024 | 9:23 am

Arab Gulf States double down mining efforts

The Arab Gulf states, particularly Saudi Arabia and the UAE,…

Jamil Hijazi | August 20, 2024 | 5:36 am

Western Australia gold mining ripe for more (friendly) M&A

The small and fragmented WA gold sector remains ripe for…

Kristie Batten | August 14, 2024 | 2:42 am

BHP removes striking workers at huge Chile copper mine, output at risk

The union’s 2,400 members downed tools at Escondida Tuesday morning…

Reuters | August 13, 2024 | 3:49 pm

Germany, Italy import legally dubious Brazilian gold, study shows

About 94% of the Brazilian gold imported by Germany and…

Reuters | August 13, 2024 | 10:37 am

Funds cut copper bets by $20 billion as bull trade unravels

Mounting worries about Chinese demand are helping to spark a rapid exodus from copper.

Bloomberg News | July 30, 2024 | 7:08 am

Saudis see Codelco as good option for lithium partnership

Codelco is navigating one of the most challenging periods in its nearly 50-year history after a series of setbacks at projects and mines.

Bloomberg News | July 29, 2024 | 3:09 pm

Uranium contract prices soar on uncertain supply, AI-led power demand

Term prices are now around $79 per pound, the highest since 2008, and estimated to rise further in coming months.

Reuters | July 29, 2024 | 9:53 am

The future of deep sea mining hinges on a contentious election

International Seabed Authority head incumbent Michael Lodge faces Leticia Carvalho, a Brazilian ocean scientist.

Bloomberg News | July 29, 2024 | 8:31 am

Column: Funds dump copper as rising stocks dampen bull spirits

LME inventory last week touched a three-year peak.

Reuters | July 29, 2024 | 7:49 am

Gold, not dollar, is the best trump trade, survey shows

Trump’s platform of tax cuts, tariffs and weaker regulation are viewed as inflationary on Wall Street.

Bloomberg News | July 29, 2024 | 7:11 am

Peru 2024 GDP growth should surpass 3.1%, president says

The Tia Maria mine should bring Arequipa some 400 million soles ($108 million) a year, Dina Boluarte said.

Reuters | July 28, 2024 | 12:28 pm

Global coal demand to remain largely stable through 2025 — IEA

In its last publication, the Agency previously predicted a decrease in demand in 2024, with a moderate decline thereafter.

Staff Writer | July 28, 2024 | 8:32 am

Building the market for sustainable metals

The first generation of metals produced with little or no carbon emissions is headed to market.

By Mattias C. Karlsson and Erik Pedersen - Bain & Company | July 28, 2024 | 8:09 am

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