Intelligence Top Stories

Gold’s record-setting rally may have its roots in Chinese frenzy

Several prominent figures in the global gold market are coming to the conclusion that the major new driving force is a legion of fleet-footed retail investors on the Shanghai Futures Exchange.

Bloomberg News | April 23, 2024 | 5:11 pm

Five Eyes countries working to fight critical minerals dumping, Canada minister says

Alliance partners are working on putting forward a response to…

Reuters | April 23, 2024 | 4:52 pm

ESG Watch: Why climate change is leaving mining firms between a rock and a hard place

By 2050, the World Bank forecasts that demand for the…

Reuters | April 23, 2024 | 4:40 pm

LME takes aim at traders’ Russian metal games with new rules

New measures designed to undercut the economic rationale for withdrawing…

Bloomberg News | April 23, 2024 | 2:49 pm

Chile sees record copper production next year

The output of the red metal would be a 6%…

Reuters | April 23, 2024 | 12:55 pm

What to expect in 2024 after diamond sector’s price plunge

Going into 2024, it is likely that miners will release into the market at least some excess stock they hold on any sign of a demand recovery.

Paul Zimnisky | February 25, 2024 | 6:45 am

Russian metals aluminum, nickel escape new US sanctions

Aluminum retreated as much as 1.1% on Friday, while nickel pared an earlier advance of as much as 1.2%.

Bloomberg News | February 23, 2024 | 11:11 am

Column: Funds amass record bear bets on zinc as LME stocks jump

Fund managers have been scaling up short positions on zinc, betting that this year's weakest base metals price performer has further downside.

Reuters | February 23, 2024 | 9:15 am

Activist investor Elliott to target mining assets worth more than $1 billion

Elliot's new venture, called Hyperion, would have a mandate to buy across all assets, including base and precious metals.

Reuters | February 23, 2024 | 7:55 am

Iron ore boom of the 2000s repeating – this time with critical metals

In a case of history rhyming, critical metal developers sit at the edge of enormous opportunity.

James Cooper | February 22, 2024 | 4:03 pm

Nippon Steel’s China assets raise concerns over US deal

The complication for Nippon Steel is that regulators may look unfavorably on whether its acquisition of US Steel could allow more access to US markets for Chinese-sourced steel.

Bloomberg News | February 22, 2024 | 2:46 pm