China’s premium for imported copper has surged from around $20 per tonne in late January to $100 per tonne, its highest level since May 2025, according to Shanghai Metals Market. At the same time, copper inventories monitored by the Shanghai...

The price of liquefied natural gas (LNG) may not (yet) be screaming crisis, but the physical market is at risk of its first contraction in 10 years: no LNG carrier transits through the Strait of Hormuz since July 11,  according...

The Democratic Republic of Congo has approved a partnership with Portugal’s Mota-Engil to rehabilitate the Congolese section of the Lobito Corridor, moving the US-backed rail project closer to the copper and cobalt mines it was built to reach. The approval,...

Chile’s state-owned Codelco produced 106,300 tonnes of copper in May 2026, down 18.3% from a year earlier, while BHP-operated Escondida fell 17.6% to 108,800 tonnes and Collahuasi dropped 19.3% to 31,000 tonnes. The fall in output from the world's largest...

India and Australia have finalised the administrative arrangements for Australian uranium exports to India for exclusively peaceful purposes under IAEA safeguards the arrangement sits under the 2015 Australia-India Nuclear Cooperation Agreement and is designed to help India increase non-fossil fuel...

in the week ending July 3, the US Strategic Petroleum Reserve fell by 6.2 million barrels to 319.5 million, down 21% from a year earlier distillate inventories plunged 5 million barrels to 103.6 million, leaving diesel supply 12% below its...

the global sulphuric acid shortage has a new flashpoint: Cameco suspended mining at Cigar Lake on July 1 after a mechanical failure at the acid plant shut Orano’s McClean Lake mill the suspension comes six days after Lotus Resources paused...

the US nuclear timeline now includes having three advanced reactor projects to criticality by July 4, 2026, as well as having 400 GW of nuclear capacity by 2050 Antares Nuclear’s Mark-0 reached zero-power criticality at Idaho National Laboratory on June...

a modelled 180-day reserve across seven economies could absorb 34% of annual cobalt supply and more than 10% of lithium, graphite and copper supply the US has launched Project Vault with up to US$10 billion in government financing; the G7...

Australia reports 37 days of national diesel cover; major Pilbara mines may hold only seven to ten days on site; and Western Australia has just 29 hours of diesel stock the Asian diesel crack remains around US$36 per barrel, more...

the US Army announces conditional long-term lease awards on for at least four companies to build and operate critical mineral processing facilities on Army installations the Army has preliminary lease agreements with Titan Mining, EnergyX, Ioneer and REalloys for graphite,...

Within days of its IPO, SpaceX's market value was pushing toward US$3 trillion, putting a public-market valuation on reusable rocket launches as the infrastructure layer for the next space economy — and, suddenly, space mining looks a little less out of...