Critical Minerals and Energy Intelligence
Latest Insights
Listen to our latest Podcast
Subscribe to our newsletter
Industry reports
Commodity infographics
Latest Investment Insights

Fusion start-up turns mercury into gold, but can’t say what it costs
San Francisco start-up Marathon Fusion says it turned mercury into stable gold last month using fusion neutrons, at what it calls 10 times the record CERN set in 2025.

Global sulphur exports fall 33% in six months as Iran war strands Gulf cargoes
Two bulk carriers loaded with Gulf sulphur have crossed the Strait of Hormuz, one of them likely bound for an Indonesian nickel producer — cargoes from a region that normally supplies close to half of the world’s traded sulphur.

BHP copper output falls 19% in September quarter, Anglo American falls 5%
BHP’s copper production fell 19% to 400,700 metric tonnes in the three months to September 30, compared with a year earlier, as lower grades, maintenance and severe weather in Chile hit its biggest mine.

Indonesia’s revised nickel quota leaves smelters leaning on Philippine ore
Indonesia has approved a revised 2026 nickel ore mining quota of about 290 million metric tonnes, which is still below the amount industry experts estimate its smelters need.

Japan months away from running out of yttrium as China cuts exports 98%
Japan could run out of yttrium within months unless China eases its export controls, according to the Financial Times, and has asked the US for help.

China to restrict exports of mine-building tunnel machines
China will require licences for tunnel boring machine exports to “sensitive” countries from November 18, adding risk for new underground copper mines.








