Intelligence Top Stories

Lynas Rare Earths quits tie-up talks with MP Materials

Lynas Rare Earths said confidential talks have ended with MP Materials for a possible merger.

Reuters | February 5, 2024 | 6:49 am

From green hype to bailouts, the nickel industry has imploded

The nickel market has been thrown into chaos after a…

Bloomberg News | February 3, 2024 | 4:20 pm

American steel buyers hail Nippon deal that scares Washington

The steel industry is wondering why politicians in Washington are…

Bloomberg News | February 3, 2024 | 12:56 pm

MP Materials and Lynas explore merger amid rare earth market turmoil — report

The Australian Financial Review suggests the two companies may be…

Staff Writer | February 2, 2024 | 11:27 am

Lithium lowdown: Week 5, 2024 roundup and analysis

A review of current developments in the global lithium industry…

Chris Williams – Adamas Intelligence | February 2, 2024 | 11:13 am

The mining world turns to Saudi cash for critical metal supply

Saudi Arabia is seeking to take minority stakes in global mining assets that will over time help provide access to supplies of strategic minerals.

Bloomberg News | July 30, 2023 | 11:32 am

Glencore in advanced talks for Argentina copper stake

Glencore is close to finalizing a deal to acquire Pan American Silver Corp.’s 56% stake in the Mara copper project.

Bloomberg News | July 28, 2023 | 4:02 pm

Codelco sees lower copper output, more stoppages in 2023

Chile's state miner posted a copper output of 633,000 metric tons over January to June, down 14% from a year earlier.

Reuters | July 28, 2023 | 11:43 am

Column: LME’s Russian aluminum dilemma set to become more acute

The London Metal Exchange is coming under renewed pressure to exclude Russian aluminum from its warehouse system.

Reuters | July 28, 2023 | 7:02 am

Analysts mark down copper price forecasts as output ramps up

Analysts have pared price forecasts for the metal as supply expands while demand in China remains muted.

Reuters | July 27, 2023 | 8:13 am

Zimbabwe eyes world No. 5 lithium spot as Chinese investors boost capacity

The lithium industry in Africa's top producer has rapidly expanded, buoyed by about $1 billion of investments during the past two years by Chinese companies.

Reuters | July 27, 2023 | 7:30 am

Australia to add to priority critical minerals by year-end

Minister Madeleine King said the government would prioritise support for critical minerals projects that underpin key technologies such as battery chemicals.

Reuters | July 27, 2023 | 7:24 am