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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.
The missile race is becoming a race for critical minerals
Sixteen days of the Iran war left coalition forces needing an estimated 4,000kg of tungsten just to replacing the expended gun ammunition — but US
Anglo American says tech giants weigh equity stakes to secure copper for data centres
Technology companies hungry for the copper that goes into data centres are holding talks with miners about buying into supply directly, Anglo American chief executive Duncan Wanblad said on October 15, as copper trades close to record highs.
US Project Vault lines up $1 billion in loans after first 12,000-tonne copper delivery
Mercuria has delivered 12,000 metric tonnes of Congolese copper into Project Vault, the clearest evidence yet that Washington’s critical-minerals reserve is accumulating physical metal, as the reserve prepares up to US$1 billion in loans to American manufacturers.
Refined copper surplus forecast, but copper mines struggle to keep up
The global refined copper market is expected to record a surplus of about 104,000 metric tonnes in 2026, rising to 368,000 tonnes in 2027, according to the International Copper Study Group’s latest forecast.