The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...
https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls.
Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...
Saudi Arabia, already the world's largest oil exporter, is making an ambitious pivot to become a global mining player, by tapping into the country's estimated US$2.5 trillion in unexplored mineral resources. And, the plan — named Vision 2030 — is...
Investment by China in metals and mining, through its Belt and Road Initiative (BRI), hit new records of US$21.4 billion in 2024, an increase of 10% compared to 2023. According to a new report by Griffith Asia Institute, the mining...
Elon Musk has projected there will be 10 billion humanoid robots by 2040, and he's not alone in predicting such extraordinarily high numbers: in China, Shenzhen's city government has released an action plan to offer funding and policy support for...
Amanda van Dyke has more than 20 years experience across the mining industry, from junior mining investment banking to fund management, managing a precious metals fund to critical minerals private equity strategy. With an MBA and a Master's in International...
The US is in early discussions with the Democratic Republic of Congo (DRC) over a potential minerals-for-military-support agreement. The Congo is the world's largest cobalt producer, as well as rich in copper, gold, lithium and uranium, as well as other...
US President Trump has signed a new executive order for an investigation by the Department of Commerce into possible tariffs on US copper imports. “Our great American copper industry has been decimated by global actors attacking our domestic production. To...
Stephen Dunn is President and CEO of US Copper Corp, a company focused on reviving copper mining operations in Northern California. With over 30 years of experience in the investment and mining industries, Dunn has held various leadership roles, including...
Last week I found myself at a cocktail event in Camps Bay hosted by a large mining private equity firm, an Indaba tradition. As I stood looking out over the blue ocean with sea birds floating in the sky on...
Guest post: Craig Shesky is the Chief Financial Officer of The Metals Company, a leader in exploring and responsibly developing critical minerals from seafloor polymetallic nodules. In my career as a hedge fund investor, I learned that the most lucrative...
