North American OEMs Face Raw Material Volatility as Margin Pressures Intensify

North American OEMs Face Raw Material Volatility as Margin Pressures Intensify

North American automakers are facing margin pressure as volatile raw material costs reshape supply chain and procurement…
US-EU Critical Minerals Pact Targets Supply Chain Diversification

US-EU Critical Minerals Pact Targets Supply Chain Diversification

The US and EU have signed a new agreement to strengthen critical minerals supply chains and reduce global dependency risks.
US Gold Supply Chain Scrutiny Intensifies Over Colombia Illicit Mining Links

US Gold Supply Chain Scrutiny Intensifies Over Colombia Illicit Mining Links

Illicit Colombian gold linked to US supply chain raises traceability and compliance concerns.
Aerospace Metals Face Demand Risk From Middle East Airspace Disruption

Aerospace Metals Face Demand Risk From Middle East Airspace Disruption

Middle East airspace disruption and jet fuel risks may delay aerospace titanium recovery, while hafnium, tungsten, and…
Global Nickel Market Faces First Deficit Since 2022 as Indonesia Tightens Ore Quotas and Middle East Disruptions Raise Costs

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…
Electricity Demand Outpaces Total Energy Growth in 2025, Reshaping Metal Demand Fundamentals

Electricity Demand Outpaces Total Energy Growth in 2025, Reshaping Metal Demand Fundamentals

The IEA’s 2025 Global Energy Review confirms electricity demand is growing at more than twice the pace of…
US Gold Supply Chain Scrutiny Intensifies Over Colombia Illicit Mining Links

US Gold Supply Chain Scrutiny Intensifies Over Colombia Illicit Mining Links

Illicit Colombian gold linked to US supply chain raises traceability and compliance concerns.
Comex Copper Stocks Surge to Record High on US Arbitrage Reopening

Comex Copper Stocks Surge to Record High on US Arbitrage Reopening

Comex copper stocks hit record highs as US arbitrage drives massive inflows of metal.
World Bank Critical Minerals Funding Shift Gains Momentum Under US Pressure

World Bank Critical Minerals Funding Shift Gains Momentum Under US Pressure

US urges World Bank to fund critical minerals to counter China supply dominance.
Crude Futures Jump After US Declares Iran Port Blockade

Crude Futures Jump After US Declares Iran Port Blockade

Crude futures jumped after the US announced a blockade on vessels entering or leaving Iranian ports, lifting supply risk…
North American OEMs Face Raw Material Volatility as Margin Pressures Intensify

North American OEMs Face Raw Material Volatility as Margin Pressures Intensify

North American automakers are facing margin pressure as volatile raw material costs reshape supply chain and procurement…
US-EU Critical Minerals Pact Targets Supply Chain Diversification

US-EU Critical Minerals Pact Targets Supply Chain Diversification

The US and EU have signed a new agreement to strengthen critical minerals supply chains and reduce global dependency risks.
Argentina Lithium Growth Could Challenge Chile’s Long Lead

Argentina Lithium Growth Could Challenge Chile’s Long Lead

Argentina’s lithium project pipeline and investor-friendly policies could help it challenge Chile’s long-standing lead…
Vulcan Energy Starts Construction at German Lithium Hydroxide Plant

Vulcan Energy Starts Construction at German Lithium Hydroxide Plant

Vulcan Energy has started major construction at its 24,000 t/yr Lionheart lithium hydroxide project in Germany, targeting first…
Rio2 tailings filtration facility Condestable Copper Mine commissioning advances in Peru

Rio2 tailings filtration facility Condestable Copper Mine commissioning advances in Peru

Rio2 advances copper mine commissioning with new tailings filtration boosting water recovery in Peru
US Critical Minerals Stockpile Plan Targets Supply Security for Domestic Manufacturers

US Critical Minerals Stockpile Plan Targets Supply Security for Domestic Manufacturers

The US is launching Project Vault, a $12 billion critical minerals stockpile designed to support domestic…
China Seeks Afghanistan’s Participation in Belt and Road Initiative

China Seeks Afghanistan’s Participation in Belt and Road Initiative

China urges Afghanistan to join the Belt and Road Initiative, aiming to boost infrastructure and mineral exploration.
Peru Mulls Green Light for $6 Billion in Mining Projects

Peru Mulls Green Light for $6 Billion in Mining Projects

Peru considers approving $6 billion in mining projects amid protests and political instability.
Aerospace Metals Face Demand Risk From Middle East Airspace Disruption

Aerospace Metals Face Demand Risk From Middle East Airspace Disruption

Middle East airspace disruption and jet fuel risks may delay aerospace titanium recovery, while hafnium, tungsten, and…
JinkoSolar Targets More Than Doubling of ESS Shipments in 2026

JinkoSolar Targets More Than Doubling of ESS Shipments in 2026

JinkoSolar expects battery energy storage shipments to more than double in 2026, supported by overseas demand, AI data…
Boeing Commercial Deliveries Rise in Q1 2026

Boeing Commercial Deliveries Rise in Q1 2026

Boeing commercial deliveries rose to 143 aircraft in the first quarter of 2026, led by higher 737 MAX and 787…
Airbus Pulls Titanium Procurement Forward to 2026

Airbus Pulls Titanium Procurement Forward to 2026

Airbus is shifting some titanium procurement into 2026 to avoid a supply chain bullwhip before stronger A350-driven demand in…
Electric Arc Furnace Transition Drives Nippon Steel Decarbonization Strategy

Electric Arc Furnace Transition Drives Nippon Steel Decarbonization Strategy

Nippon Steel accelerates EAF transition with $3.97B investment to boost green steel output.
RWE CO2-Reduced Steel Tower at Thor Wind Farm Advances Circular Offshore Wind

RWE CO2-Reduced Steel Tower at Thor Wind Farm Advances Circular Offshore Wind

RWE installs CO2-reduced steel tower at Thor, boosting sustainable offshore wind innovation.
ADI Arizona Slab Plant Faces Permit Challenge

ADI Arizona Slab Plant Faces Permit Challenge

An EPA review of ADI’s Arizona air permit could further delay the planned 150,000 t/yr slab plant intended to…
CBAM Certificate Price Sets Benchmark for EU Carbon Costs in 2026

CBAM Certificate Price Sets Benchmark for EU Carbon Costs in 2026

EU sets first CBAM certificate price at €75.36, shaping carbon costs for imports.
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