Column: Iron ore price rally built on more than just China optimism

Bidding for the exploration contracts is scheduled to take place early next year.

Nickel and cobalt supplies are unlikely to satisfy demand, S&P Global said in a report.

The swing to a premium is being driven by tighter supply in China, the World Gold Council said in a report last week.

Javier Milei, a libertarian outsider who’s taken a surprise lead in the race for Argentina’s presidency, would shake up the country’s powerhouse commodity industries like none of his rivals.

Cliffs said it submitted the proposal privately on July 28 and received a rejection letter on Sunday that called the offer “unreasonable.”

China holds at least 60% of the world’s manufacturing capacity for most mass-manufactured technologies.

Surging supplies of cobalt from Indonesia and Africa are forecast to outpace demand from EVs.

Stockpiling follows new regulations that compel miners to pay half of their royalties using commodities.

Global warming has raised the economic status and political importance of critical minerals, but with that also comes an increased risk of resource nationalism across the globe.