Intelligence Top Stories

JCHX closes in on Zambian copper mine deal as China tightens Africa grip

The deal to buy an 80% stake in Zambia's Lubambe copper mine is nearing completion.

Reuters | June 19, 2024 | 9:33 am

China is building Europe battery supply in Morocco, VW unit says

Morocco is rich in phosphate resources, key to making LFP…

Bloomberg News | June 19, 2024 | 7:47 am

Column: China’s steel sector looks a little healthier, or does it?

It's a case of one step forward, two steps back…

Reuters | June 18, 2024 | 10:00 am

Chile lithium projects garner interest from over 50 companies

The 54 firms from 10 countries submitted statements of interest…

Reuters | June 18, 2024 | 7:04 am

More central banks to increase gold reserves within 12 months, WGC survey finds

29% of central banks expect their own gold reserves to…

Reuters | June 18, 2024 | 7:00 am

How BHP’s CEO prepared for the Anglo American offer

Looking back, Mike Henry was 'almost walking the board, the company, and the investors up the ladder, back to big acquisitions,' an investor told the Financial Times.

Staff Writer | May 1, 2024 | 10:10 am

Column: ICSG forecasts copper supply pressures but cautious on demand

The International Copper Study Group has cut its forecast supply surplus for this year due to much lower-than-expected mine production.

Reuters | May 1, 2024 | 9:05 am

Anglo American copper assets worth $35 billion — report

The estimation, by financial research firm CreditSights, is only $4 billion lower than BHP’s offer for the whole company.

Cecilia Jamasmie | May 1, 2024 | 8:42 am

Column: China overtakes Japan in April as Australia’s top coal market

It is the first time this has happened in any month in more than four years.

Reuters | May 1, 2024 | 8:37 am

LME plans for aluminum producers to submit carbon emission data by 2025

The proposal aims to align aluminum market with the requirement of Europe's Carbon-Border Adjustment Mechanism which applies a carbon-related cost to certain imported products.

Reuters | May 1, 2024 | 8:29 am

Near record high LME prices a magnet for Chinese copper exports

China's copper producers are planning to export up to 100,000 metric tons of metal, the largest volume in 12 years.

Reuters | May 1, 2024 | 8:26 am

Anglo American takeover price needs to surpass £30/share, survey shows

Anglo American shares are trading 8.8% above the value of BHP’s rebuffed takeover proposal.

Bloomberg News | May 1, 2024 | 6:58 am

Senate passes Russian uranium import ban, sending to Biden

The ban is needed to unlock some $2.7 billion to stand up a domestic uranium industry made available by Congress earlier this year.

Bloomberg News | May 1, 2024 | 5:49 am

US, Philippines eye agreement to cut China nickel dominance

One measure under consideration is a trilateral arrangement through which the Philippines would supply raw nickel material, the US would provide financing, and a third country would offer the technology required for smelting and refining.

Bloomberg News | May 1, 2024 | 5:40 am

First

Last