August 3, 2023 Typhoon’s devastation brings respite to China’s coal market Torrential rains are dousing Chinese coal prices as power consumption drops in flood-hit cities and industrial areas.
August 3, 2023 Iron ore price slump widens as China demand concerns mount Flooding in Hebei from record rainfall added to market worries about local steel production.
August 3, 2023 Global copper smelting ticked higher in July, but China slid Apart from Asia and Oceania, all other regions outside China recorded increasing levels of activity.
August 3, 2023 Myanmar tin ban in Wa region may cut China’s smelter output in H2 China sources over half of its import needs in tin concentrate from Myanmar.
August 3, 2023 Canadian deep-sea miner TMC to seek licence in 2024 The Metals Company is ready to apply for a mining licence next year, with production expected as early as the fourth quarter of 2025.
August 2, 2023 Over 20m tonnes of copper demand could be destroyed through 2030 New research lays out scope of substitution and thrifting of copper as automakers and other manufacturers find ways to head off a supply crunch.
August 2, 2023 Weak China manufacturing, lack of stimulus push copper prices down China’s manufacturing activity dropped for a fourth consecutive month in July.
August 2, 2023 Column: China’s weak PMI means good news for commodities, for now China’s manufacturing activity dropped for a fourth consecutive month in July.
August 2, 2023 World battles to loosen China’s grip on vital rare earths for clean energy transition Refining rare earths for the green energy transition is hard. Just ask MP Materials and Lynas.
August 1, 2023 Huge Chinese state iron ore buyer still an unknown quantity The firm that’s poised to upend the $160 billion global trade in the steel-making staple still doesn’t have a website, or any public contacts.
GRAPH: Cobalt price plunge and the EV market Cobalt prices have plummeted to their lowest level since 2016, as a deluge of supply overwhelms stagnating demand from the electric vehicle […] February 11, 2025 | 04:03 pm
China funnelled $57 billion to control critical mineral supply chain A network of at least 26 state-backed banks has helped Beijing tighten its grip on critical minerals over the past two decades. February 05, 2025 | 11:00 am
GRAPH: The mining and Nvidia solar system The Top 50 is now trading $480 billion below the peak hit in the second quarter of 2022 February 05, 2025 | 10:05 am
Silvercorp acquisition of Adventus hits roadblock Lawsuit challenging the environmental permit for the target company’s project in Ecuador emerges as bone of contention. July 10, 2024 | 12:13 pm