February 4, 2026 Bullish, not breathless: analysts temper base metals calls It should come as no great surprise that copper is the analyst pick for best-performing base metal in 2026.
February 4, 2026 Tianqi Lithium to trim SQM stake after governance tensions The Chinese company said it will offload as many as 3.57 million Class A shares.
February 4, 2026 Vance pitches price floors for key minerals to counter China Vance called on the audience of foreign officials to help create stable investment conditions.
February 4, 2026 Fitch Solutions’ BMI upgrades industrial metals forecasts For copper, the unit sees prices staying elevated through at least mid-2026 and averaging $11,900/t for the year.
February 4, 2026 Tianqi Lithium reprices convertible bond sale after blunder The Chinese lithium giant revised its $375M convertible bond after Hong Kong rules were breached, raising the conversion price.
February 3, 2026 China’s metals association calls for expanded copper stockpile China Nonferrous Metals Industry Association also suggested the possibility of adding copper concentrate to the nation's strategic reserves.
February 3, 2026 Gold price poised for new records as buyers return to the fray Analysts see the drop as a healthy correction.
February 2, 2026 Column: China’s surging exports a sign of global metals turmoil The world's largest buyer of copper shipped out almost 800,000 tons.
February 2, 2026 Chinese speculators set the stage for gold and silver crash “China sold and now we’re suffering the consequences,” one analyst said.
February 2, 2026 Chinese copper plants buy the dip after weeks out of market With futures down 12% from last week’s peak, some will continue to buy hand-to-mouth to meet their post-Lunar New Year production needs.
Hedge funds cut bullish gold wagers to lowest in 15 weeks Hedge funds and other large speculators reduced net-long positions by 23%. February 06, 2026 | 03:33 pm
