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Deep Dive Analysis
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Indonesia’s Nickel Policy Turn: State Control, Rising Costs and the Investment Chill
Indonesia has pivoted from growth-at-all-costs nickel expansion to state-managed supply discipline — a new DSI export monopoly, an…
PGM Market 2026: Why Platinum Tightens While Palladium and Rhodium Turn
The platinum group metals complex is splitting in 2026: platinum, ruthenium and iridium stay in deficit on industrial…
EU EV Transition Meets Energy and Tariff Reality: What It Means for Battery Metals
The EU EV transition is running into energy costs, a regulation-first model and relentless Chinese competition — reshaping…
Hafnium Prices Hit Record Highs as Structural Shortage Tightens Aerospace and Semiconductor Supply Chains
Hafnium prices have surged to all-time highs, with US assessments settling at $6,125–6,800/lb ddp, as a…
Comex Copper Sets Fresh Record as China Data Lifts LME Base Metals Complex Despite Iran Risk
Comex copper closed at another record on Monday and the full LME base metals board advanced, as firmer…
Global Nickel Market Faces First Deficit Since 2022 as Indonesia Tightens Ore Quotas and Middle East Disruptions Raise Costs
The global nickel market is projected to post a 32,000-tonne deficit in 2026 — the first shortfall in four…Latest Market News
The latest developments across specialty metals and global markets.
Strike Action Begins at Teck’s Highland Valley Copper Mine in British Columbia
Unionized workers at Teck Resources’ Highland Valley Copper mine in British Columbia have launched strike action, reducing…
Rio Tinto and China’s CMRG Sign Multi-Year Iron Ore Supply Agreement
Rio Tinto and China’s state buyer CMRG have finalized a multi-year iron ore supply agreement through May 2028.
Data Centers Drive Massive Base Metals Demand Through Power Grid Expansion
New industry research reveals that data center power infrastructure drives base metals consumption up to four times…
Antimony Market Forecast to Reach $1.85 Billion by 2034 as Supply Security Risks Mount
Driven by export controls, defense stockpiling, and solar glass demand, the global antimony market is projected to reach $1.85…
US Strategic Focus Turns to Colombia’s Untapped Critical Minerals
Growing U.S. strategic interest in Colombia’s undeveloped critical mineral deposits aims to secure Latin American supply…