Intelligence Top Stories

Biden officials issue permit for Perpetua’s Idaho antimony-gold mine

The move is aimed at offsetting China's near-total market control of a metal used widely across the defense and energy sectors.

Reuters | January 3, 2025 | 2:26 pm

Nippon Steel to sue US government over blocked US Steel deal

US President Joe Biden has blocked the $14.1 billion sale.

Staff Writer | January 3, 2025 | 8:38 am

Top five contrarian commodity scenarios for 2025

The upcoming year has the potential to be one of…

Reuters | December 30, 2024 | 12:47 am

Supply-demand imbalance looms for critical battery raw materials by 2030: McKinsey

By 2030, McKinsey estimates that worldwide demand for passenger cars…

Staff Writer | December 29, 2024 | 12:16 pm

Lithium market could see modest recovery in 2025

Global lithium demand to increase 26% to 1.46m tonnes in…

Christopher Williams | December 26, 2024 | 6:30 am

China’s trade reprisals may extend to minerals like rare earths

China isn’t short of options when it comes to critical minerals that could be used as counters in a trade war with the US.

Bloomberg News | December 4, 2024 | 9:39 am

Global mineral exploration activity in October was highest in a year, S&P data shows

According to S&P, funds raised by junior and intermediate miners nearly quadrupled to $1.61 billion in October, the highest since March 2022.

Staff Writer | December 1, 2024 | 8:47 am

The world’s biggest buyers of gold are now among East European central banks

Central banks around the world are stocking their gold arsenals as a shield against external shocks.

Bloomberg News | November 28, 2024 | 7:48 am

Ecuador mineral exports could fall by some 20% this year, says official

Mining exports were worth $3.3 billion for Ecuador in 2023.

Reuters | November 26, 2024 | 10:44 am

China’s seaborne coal imports fall sharply amid shift to Russia, Mongolia supply

China has seen its market share of seaborne coal imports fall sharply over the past two years, down from the 93% between 2015-2022 to 76% in 2023-2024.

Staff Writer | November 26, 2024 | 10:25 am

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 a "green scam" and vowed to repeal it after he returns to the White House in January.

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 national discontent, said President José Raúl Mulino.

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 than 150% and germanium prices by 26% in the event of a total ban.

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

First

Last