Intelligence Top Stories

Shares in China rare earth producers rise after new regulations

Beijing announced regulations aimed at protecting supplies of the strategic minerals in the interest of national security, a move some in the market said could potentially tighten supply.

Reuters | July 1, 2024 | 9:24 am

China tightens management of rare earths with new regulation

Government agencies will have control over the total amount of…

Bloomberg News | June 29, 2024 | 9:10 pm

Miner M&A spotlight may shift to Teck and Freeport

The question of where the M&A spotlight is next going…

Reuters | June 28, 2024 | 10:02 am

Lithium price surge unlikely to return: Fitch

Outlook is reshaping the industry landscape, presenting opportunities and challenges…

Henry Lazenby - The Northern Miner | June 28, 2024 | 9:41 am

Copper supply gets a boost as Chile shows signs of recovery

Output in May was the highest this year, rising more…

Bloomberg News | June 28, 2024 | 9:10 am

Panama president-elect rules out First Quantum talks until arbitration dropped

Until closure, Cobre Panama was responsible for approximately 5% of Panama's GDP.

Reuters | May 9, 2024 | 6:49 am

Platinum set for biggest deficit in a decade in 2024, says Johnson Matthey

The autocatalyst maker said it expected the platinum market's deficit to increase to 598,000 ounces this year.

Reuters | May 8, 2024 | 4:12 pm

Where the world’s aluminum is smelted, by country

This infographic shows estimated aluminum smelter production by country in 2023, based on data from the USGS.

Visual Capitalist | May 8, 2024 | 10:38 am

Democrats call for probe into foreign mining on public lands

The group wants to know how closely the federal government tracks exports of minerals extracted from public lands.

Staff Writer | May 8, 2024 | 10:17 am

China’s 2024 iron ore imports similar to last year – Vale

Imports by China, the world's biggest buyer, in 2024 are expected to be around 1.17 to 1.18 billion metric tons.

Reuters | May 8, 2024 | 8:54 am

Critical minerals targeted as Australia boosts resource hunt

Australia will spend A$566 million ($373 million) over the coming decade to map out resource deposits.

Bloomberg News | May 8, 2024 | 7:41 am

China issues draft rules to regulate booming lithium battery expansion

The rules would guide lithium battery firms to reduce manufacturing projects that 'purely' expand production capacity.

Reuters | May 8, 2024 | 7:37 am

Indonesia says nickel reserves enough for expansion, despite moratorium call

Indonesia's high-grade nickel reserves is estimated to last until 2035, while its low-grade nickel until at least 2069.

Reuters | May 8, 2024 | 7:25 am

Column: LME checks Russian aluminum play but is it game over?

The London Metal Exchange's warning shot to those looking to game the new sanctions on Russian aluminum appears to have worked.

Reuters | May 7, 2024 | 7:58 am

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