Intelligence Top Stories

Peru copper production dips 1.2% in January

The new figures come after a 17% drop in output from MMG's Las Bambas mine and a 13.4% fall from Freeport-McMoRan's Cerro Verde mine.

Reuters | March 19, 2024 | 4:11 pm

Sigma Lithium receives letter of arbitration from LG Energy Solution

LG Energy alleges that Sigma is in breach of certain…

Reuters | March 19, 2024 | 3:50 pm

Rio Tinto to invest $350 million in Argentina lithium project

Rio is working to begin production by the end of…

Reuters | March 19, 2024 | 1:16 pm

US explored adding more cobalt to defence stockpiles

Any increase in cobalt holdings would be aimed at reducing…

Reuters | March 19, 2024 | 12:11 pm

Alleged $600 million nickel fraudster can’t pay his bills

Prateek Gupta was last year accused by commodities giant Trafigura…

Bloomberg News | March 19, 2024 | 10:51 am

Out-of-favor gold attractive as risks mount, Nikko AM says

There’s a “decent chunk” of gold at around 6% to 8% of the Japanese portfolio, says Nikko's global head of multi-asset.

Bloomberg News | October 6, 2023 | 9:50 am

China’s grip on germanium gets challenged by new Congo plant

China restricted exports of the metal in August amid an escalation of trade war on technology with the US and Europe.

Bloomberg News | October 6, 2023 | 9:28 am

Nickel debacle casts long shadow as industry masses in London

Numbers arriving in London for LME Week return to 2019 levels.

Reuters | October 6, 2023 | 8:08 am

US, UK and partners working on 15 critical minerals projects

The Minerals Security Partnership (MSP) formed last year by 14 governments aims to ensure adequate supplies of minerals such as lithium and rare earths to meet zero-carbon goals.

Reuters | October 5, 2023 | 12:24 pm

Column: INSG forecasts a third consecutive year of nickel surplus

Global nickel production will outpace demand to the tune of 239,000 metric tons next year, according to the study group.

Reuters | October 5, 2023 | 10:40 am

Chile’s government looks to China to upgrade its economy beyond commodities

While Chile’s trade with China surpassed $65 billion last year, most of its exports are dominated by copper and much of it is shipped in the form of concentrates

Bloomberg News | October 5, 2023 | 7:14 am

Trans Mountain pipeline will up Canadian oil production by 375,000 barrels per day — report

Over the next two years, according to a new Canadian energy forecast from Deloitte.

Nelson Bennett - Business in Vancouver | October 4, 2023 | 4:29 pm

Column: Funds sell copper as technical picture deteriorates

Investors on both sides of the Atlantic have been shifting positions in response to a potential downside break of a range that has defined the price action this year.

Reuters | October 4, 2023 | 3:56 pm

South African mining profits slump by almost half, report says

An analysis of 29 domestic mining companies showed that combined net income slumped to 108 billion rand in their latest financial years, from a record 206 billion rand.

Bloomberg News | October 4, 2023 | 10:07 am

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