Intelligence Top Stories

Platinum market faces third consecutive deficit in 2025, WPIC says

Platinum market deficit will be lower in 2025 than 2024, WPIC says.

Reuters | November 26, 2024 | 6:44 am

Column: Trump 2.0 won’t reverse Biden’s critical minerals push

Donald Trump has described the Inflation Reduction Act (IRA) as…

Reuters | November 23, 2024 | 3:06 pm

Panama’s President blames previous gov’t for First Quantum mine crisis

The Cobre Panama mine paid the price for the accumulated…

Staff Writer | November 22, 2024 | 8:04 am

China’s germanium, gallium ban could cost the US $3.4 billion

According to the USGS, gallium prices could increase by more…

Staff Writer | November 20, 2024 | 7:09 am

Wagner Group linked to $2.5 billion in illicit gold trading — report

Globally, artisanal and small-scale gold mining accounts for about 20%…

Staff Writer | November 18, 2024 | 9:36 am

Trillions needed to achieve net-zero by 2050 — Wood Mackenzie

The report shows the world needs to invest $78 trillion in the next 25 years to achieve net zero and a 1.5C warming scenario.

Cecilia Jamasmie | October 29, 2024 | 6:47 am

China to offer Taliban tariff-free trade as it inches closer to isolated resource-rich regime

Selling Afghanistan's lithium, copper and iron deposits to feed China's enormous battery and construction industries would help the Taliban prop up their economy.

Reuters | October 25, 2024 | 7:55 am

China will hit peak copper around 2030, industry group says

China’s demand growth in the five years up to 2030 will average 1.1%, down from 3.9% in the five years to 2025, Antaike analyst says.

Bloomberg News | October 25, 2024 | 7:43 am

Column: US copper imports accelerate in wake of CME squeeze

The May squeeze on the CME copper contract has passed but the impact on global flows of the red metal is still playing out.

Reuters | October 24, 2024 | 9:45 am

Opinion: Five actions the next US President can take on day one to boost critical minerals mining

Both former President Donald Trump and Vice President Kamala Harris have a similar but particular approach on the matter.

Gregory Wischer | October 22, 2024 | 6:27 pm

Column: China iron ore imports head for record even as steel output slips

China is likely to import as much as 120 million tonnes this month.

Reuters | October 22, 2024 | 7:25 am

China’s steel demand has shrunk to less than half global total

China will account for less than half of global steel consumption in 2024 for the first time in six years, according to the World Steel Association.

Bloomberg News | October 21, 2024 | 11:18 am

How resource ‘classification debt’ chips away at miners’ growth and investor trust

Over the past decade, resource misclassification has saddled the mining industry with a costly problem.

Henry Lazenby - The Northern Miner | October 18, 2024 | 2:00 pm

Economic growth the main driver of long-term gold price, WGC research suggests

According to a new study by the World Gold Council, existing models for estimating gold’s expected returns may have understated its real long-term value.

Staff Writer | October 17, 2024 | 8:41 am

First

Last