Intelligence Top Stories

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…

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…

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…

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…

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

The future is copper: insights into the metal’s pivotal role in global growth and sustainability

The metal is poised not just as a material of historical significance but as a pivotal element in driving forward the next phase of economic and technological progress.

Frank Holmes - U.S. Global Investors | February 5, 2024 | 4:07 pm

China’s copper plants consider cuts after years of breakneck growth

Stung by disappearing profits, the country’s top industry body last week put forward a menu of options to limit oversupply.

Bloomberg News | February 5, 2024 | 9:56 am

South African platinum industry could shed up to 7,000 jobs to cut costs

South African PGM miners, home to around 70% of global mined platinum output, are discussing the need to restructure unprofitable production.

Reuters | February 5, 2024 | 7:04 am

Zambia to start trading its own copper, competing with Glencore

The government will directly buy and sell a portion of the copper produced in the nation, competing with trading giants including Mercuria Energy Group and Glencore.

Bloomberg News | February 5, 2024 | 7:01 am

Rare earths prices seen rebounding in second half of 2024 – analysts

Prices surged to their highest in a decade in 2022 only to plunge last year on increased production in China.

Reuters | February 5, 2024 | 6:57 am

Lynas Rare Earths quits tie-up talks with MP Materials

Lynas Rare Earths said confidential talks have ended with MP Materials for a possible merger.

Reuters | February 5, 2024 | 6:49 am

From green hype to bailouts, the nickel industry has imploded

The nickel market has been thrown into chaos after a flood of new supplies from Indonesia — the result of huge Chinese investment and major technological breakthroughs.

Bloomberg News | February 3, 2024 | 4:20 pm

American steel buyers hail Nippon deal that scares Washington

The steel industry is wondering why politicians in Washington are eager to cast doubt on the $14.1 billion deal.

Bloomberg News | February 3, 2024 | 12:56 pm

MP Materials and Lynas explore merger amid rare earth market turmoil — report

The Australian Financial Review suggests the two companies may be in talks to merge, potentially forming the world's largest non-China producers of rare earths.

Staff Writer | February 2, 2024 | 11:27 am

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