Key China Copper Gauge Flashes Warning As Mysteel Global Warns Metal Is "Sold Out Everywhere"
" ... premium will remain elevated due to supply scarcity."
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commodities
Europe Plans To Copy Trump's Critical Material Playbook
Well, well, well. Is Brussels finally getting smarter?
US Designates Helium A Critical Material In Reindustrialization Push To Avoid "Single Point Of Failure"
"We need to make sure that we can build those here. And helium is one of those components that could be a single point of failure, where we cannot let that happen."
Selling Gas Twice: Venture Global Courts Qatar While Plotting A $160 Billion AI Power Empire
The world's former LNG king is now shopping for American gas, and the US exporter it's courting wants to burn some of that gas to power AI...
Rare Earth Stocks Hit 52-Week Low As William Blair Says China Supply Optimism Is "Incorrect"
"Specifically, many investors anticipate (incorrectly, in our opinion) cooling rare earth supply-scarcity with improved U.S./China relations ahead of the next Trump/Xi meetings in November (in China) and December (G20 in Florida)."
Chemical Plume Blankets Parts Of Toledo, Triggering Evacuation Orders
If struggling Netflix studios need inspiration for their next post-apocalyptic horror movie, footage of a chemical...
The Great Rare Earth Disconnect: Prices Up 23%, Miners Down 28%
Japan is pleading with Washington for yttrium, Western samarium trades at 346 times the Chinese price, and the average rare earth developer trades at less than half of NAV.
CME Plans World's First Tungsten Futures As Booming Missile Demand May Spark Severe 2030 Shortage
The supply/demand chart says it all.
5 Challenges Facing South America's Copper Boom
The IEA still sees primary copper supply about 25% short of requirements by 2035...
Wall Street Converges On Almonty Investor Day As Pentagon's Tungsten Clock Ticks Down
"Sangdong continues to ramp with its first shipment expected in late-October..."
Beijing Tightens Grip On Solar Exports: Will Trump Play America's Quartz Card?
Trump does have a card to play in response.
"De-Risk As Fast As Possible": EU Eyes Vietnam For Critical Materials To Cut Alarming China Dependence
"The European Commission is currently assessing the potential for concrete cooperation with Vietnam in the critical raw materials sector."
Asia Scrambles For Coal As Energy Crisis Sends Prices To Two-Year High Ahead Of Winter
Morgan Stanley analysts described "the long-term outlook for thermal coal demand" as "more resilient."
BofA Bets On Copper And Uranium As Higher Rates Put Gold Under Pressure
"Freeport-McMoRan remains BofA's top copper stock, while..."
Chinese Lithium Futs Plunge As EU Hybrid Cap Deals Fresh Blow To Battery Demand
Goldman analysts forecast that Chinese and global lithium markets would shift from deficits to near-balance in the fourth quarter, then into surpluses over the...
Ukraine's Drones Reach Russia's Arctic "Gas Capital"; Is Nornickel's Palladium Next?
Nornickel has concentrated 40% of the world's palladium refining into one plant that sits well inside the range of Ukraine's military drones.
UBS Sees Copper As "Highest-Conviction" Theme, Names Four Miners To Ride Supply Squeeze
"The key takeaway for investors is that supply growth is expected to lag demand growth for several years..."
JPM Warns Strike At Major Chilean Copper Mine Could Deliver "Significant" Production Hit
"Antofagasta is facing its first-ever strike at the Centinela copper mine in Chile, set to begin this morning... "
Tanker Crews Running Hormuz Describe Risky Tactics: Lights Out, Sandbags Up, Hugging Coast
Harrowing details given by captains & crew...
An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade
"The biggest gaps do not sit in the mine, but rather in processing..."