Frik Els

Copper price bounces after worst week since March amid scramble for metal in China

The Yangshan premium for copper shipped into China climbed to a record $230 a tonne on Monday, spot premiums in Shanghai have tripled in two weeks, and deliverable stocks on the SHFE would cover less than a day of Chinese consumption.

Staff Writer | November 9, 2026 - 12:39 pm

Battery Metals

$712 billion wiped off world’s biggest mining companies since start of Iran war

Gold's worst October since 2008 and a turn in copper sentiment drop world's 50 most valuable mining stocks near one-year lows after losing 26% since the February peak.

Frik Els | November 2, 2026 - 11:39 am

Iran War

Gold price slumps to one-year low, silver price breaks $50 as mining stocks tank

Bullion is headed for its worst October since 2008, dragging down gold and silver producers as much as 8% on Friday.

Staff Writer | October 30, 2026 - 9:31 am

Markets

Tech giants come knocking for a piece of Anglo American as copper scarcity bites, Wanblad tells FT

Wanblad says "deep expressions of interest" from tech companies have yet to turn into a stake, while Beijing holds the key to the $54 billion Teck merger.

Frik Els | October 15, 2026 - 10:55 am

Markets

Copper price falls for third day as US inflation shock, easing Chile strike risk spur selloff

"Two things are happening at the same time. That was too much for the market to chew in one go and some profit-taking is emerging."

Staff Writer | October 15, 2026 - 9:12 am

Critical Minerals

Copper price forecasts lifted for 2026 but tariff “collapse” still on the table

Macquarie’s collapse scenario needs Washington to rule tariffs out, which it rates least likely. More likely is limbo past January 1, with 1.5 million tonnes of US copper staying exactly where it is.

Staff Writer | October 14, 2026 - 9:31 am

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News

The Ore Wars: an interactive history 2002–2026

How iron ore went from a relic of the industrial age to the force that reshaped the global economy, in 49 moments and one price line.

Frik Els | October 13, 2026 - 9:38 am

Battery Metals

Top 50 mining companies take $264 billion hit as gold trade unwinds, lithium stocks exit

Gold stocks falter, copper miners ignore a record price and only one lithium producer survives in the second-worst month in the ranking's history.

Frik Els | October 4, 2026 - 1:00 pm

Careers

North America is building rare earth plants faster than it is building rare earth engineers

Engineering degrees output is less than half the roughly 600 a year implied by DOE's estimate of need, and about a 15th of China's.

Frik Els | September 25, 2026 - 2:40 pm

Markets

Copper price closes in on new record as Shanghai, London warehouses empty out

Imported copper landing in China is going straight to fabricators and skipping warehouses with Shanghai stocks dropping 70% since June.

Staff Writer | September 22, 2026 - 11:21 am

Videos

Mining’s next big threat: EY warns high prices are masking deeper risks

October 30, 2026

Gold could defy another Fed rate hike, Peter Grandich says

October 29, 2026

Gold juniors trading at ‘80% off’ as mining takeover wave looms, says Michael Gentile

October 19, 2026

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Frik Els

Copper price bounces after worst week since March amid scramble for metal in China

$712 billion wiped off world’s biggest mining companies since start of Iran war

Gold price slumps to one-year low, silver price breaks $50 as mining stocks tank

Tech giants come knocking for a piece of Anglo American as copper scarcity bites, Wanblad tells FT

Copper price falls for third day as US inflation shock, easing Chile strike risk spur selloff

Copper price forecasts lifted for 2026 but tariff “collapse” still on the table

Tags for you

The Ore Wars: an interactive history 2002–2026

Top 50 mining companies take $264 billion hit as gold trade unwinds, lithium stocks exit

North America is building rare earth plants faster than it is building rare earth engineers

Copper price closes in on new record as Shanghai, London warehouses empty out

Videos

Mining’s next big threat: EY warns high prices are masking deeper risks

Gold could defy another Fed rate hike, Peter Grandich says

Gold juniors trading at ‘80% off’ as mining takeover wave looms, says Michael Gentile

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