Intelligence Top Stories

China’s Plenum promises cues for commodity bulls and bears

There’s a view that China is likely to provide more support for its economic recovery.

Bloomberg News | July 9, 2024 | 9:55 am

Chile to analyze 81 private lithium proposals, eyeing four projects by 2026

Chile in April called for proposals in more than two…

Reuters | July 9, 2024 | 8:29 am

Global gold ETFs saw second month of inflows in June, says WGC

Gold ETFs saw the inflow of 17.5 metric tons, or…

Reuters | July 9, 2024 | 8:24 am

Hedge fund Elliott challenges court verdict it lost against LME on nickel

The LME annulled $12 billion in nickel trades in 2022…

Reuters | July 9, 2024 | 6:46 am

Ukraine war sparks surge in copper demand

Russia's war against Ukraine is increasing the demand for copper,…

Staff Writer | July 8, 2024 | 10:22 am

China’s silver imports set to jump as solar demand lifts prices

Chinese imports have already been strong in recent months.

Bloomberg News | May 29, 2024 | 7:28 am

Copper traders get reprieve as historic New York squeeze eases

“With physical markets still tight, further squeezes are possible, so CME may not be out of the woods yet,” said Bank of America.

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

Mongolia defends plan to tap mining riches for new sovereign wealth fund

Mining represented 28% of Mongolia’s GDP last year and comprised 92% of all exports.

Bloomberg News | May 29, 2024 | 6:58 am

Indonesia buying record amounts of Philippine nickel ore due to quota delays

Delays by Jakarta in issuing mining quotas and heavy rains have hurt local supply.

Reuters | May 29, 2024 | 6:51 am

China 2024 rare earths quota growth set to slow amid supply glut

The quota is likely to reach 270,000 metric tons for all of 2024.

Reuters | May 29, 2024 | 6:46 am

India imports more silver in 4 months than in all of 2023

India imported a record 4,172 metric tons of silver during January to April.

Reuters | May 29, 2024 | 6:39 am

BHP walks away from proposed $49bn takeover of Anglo American

Less than an hour before the 5 p.m. UK cut off, BHP confirmed it had failed to secure Anglo’s board backing and would not proceed with the takeover.

Cecilia Jamasmie | May 29, 2024 | 4:05 am

BHP and Anglo remain split on South Africa as time runs out

BHP has until 5 p.m. London on Wednesday to commit to an offer.

Bloomberg News | May 28, 2024 | 10:32 am

Post-Covid, China is back in Africa and doubling down on minerals

Chinese investment in Africa increased 114% last year.

Reuters | May 28, 2024 | 7:17 am

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