Intelligence Top Stories

Cliffs CEO weighs lowball bid for US Steel with union backing

That potential bid, though, is dependent on the current Nippon-US Steel tie-up falling apart.

Bloomberg News | March 14, 2024 | 1:26 pm

China to invest in Canadian mining despite crackdown, envoy says

Ambassador Cong Peiwu said the Canadian government is “wrong” to…

Bloomberg News | March 14, 2024 | 9:01 am

China’s North Copper may curb production amid supply shortage

The news comes as major Chinese smelters scramble to secure…

Reuters | March 14, 2024 | 6:49 am

The big lithium short gets ‘dangerous’ on lower supply outlook

UBS and Goldman Sachs have trimmed their 2024 supply estimates…

Bloomberg News | March 13, 2024 | 3:07 pm

Activist Tribeca asks Glencore to move main listing to Sydney

The hedge fund also recommended increasing dividends by discontinuing share…

Reuters | March 13, 2024 | 10:02 am

Global nickel market surplus to widen in 2024 – INSG

Global demand for nickel is expected to increase to 3.47 million tons in 2024 from 3.20 million in 2023.

Reuters | October 3, 2023 | 11:01 am

A new $850 million route to speed up Congo’s copper exports

Major construction works will begin after the rainy season which is about to start, and will take three years to complete.

Bloomberg News | October 3, 2023 | 10:14 am

‘Evenly balanced’ risks means lower commodity prices, but robust volumes

The overall message from the Australian government's commodity outlook is that evenly balanced risks translates into still robust volumes, but at lower prices.

Reuters | October 3, 2023 | 8:30 am

Slumping lithium prices signal angst over China’s demand outlook

Lithium prices are spiraling down toward the lowest level in two years on concerns over the strength of Chinese demand.

Bloomberg News | October 2, 2023 | 8:49 am

US optimistic it will reach critical minerals deal with EU

After signing a minerals deal with Japan in March, the US, along with both the EU and Britain, is now seeking similar agreements.

Reuters | October 2, 2023 | 8:33 am

Big Oil, heavy industry discuss emission curbs ahead of COP28

The gathering brought together CEOs from more than 50 companies from the oil and gas sector and the aluminum, steel and cement industries.

Reuters | October 1, 2023 | 8:25 am

Argentina mulls charging lithium miners contribution to boost infrastructure

The governors of the country's lithium-producing provinces are drawing up plans for lithium miners to make a "special contribution" so state coffers can benefit from extraordinary profits.

Reuters | September 29, 2023 | 2:48 pm