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Uranium’s 3.1 billion lb contract gap is hiding in plain sight
Utilities have left about 65% of their projected uranium requirements through 2045 uncovered, while the long-term contracts needed to finance new supply remain below replacement
Copper hits all-time high at US$14,533 a tonne
Copper has hit a new all-time high, with the benchmark three-month London Metal Exchange contract reaching US$14,533 per metric tonne on Monday. The price surpassed
No major copper discovery recorded in 2025
No copper deposit discovered in 2025 currently meets the “major discovery” threshold of at least 500,000 tonnes of contained copper, according to S&P Global’s latest
Chinese rare earth suppliers halt licensed US shipments ahead of Xi visit
Some Chinese rare-earth suppliers are refusing to ship material to US customers even after export licences have been approved, according to three people familiar with
Fund managers rebuild gold positions as central bank demand hits 289tonnes
More than a dozen asset managers overseeing a combined US$27 trillion have increased their gold exposure or maintained bullish allocations — with Amundi, Europe’s largest
Delay at China’s biggest lithium mine cuts 2026 supply forecast
China’s biggest lithium mine by capacity is facing another restart delay after the Yichun Ecology and Environment Bureau withdrew the proposed acceptance notice for the