Frik Els

Copper prices bounce as US runs out of warehouse space

US warehouses close to full with another 100,000 tonnes expected within weeks, Shanghai premiums rise to four-year high and London flips back into backwardation.

Staff Writer | September 21, 2026 - 11:03 am

Markets

Gold is tariff-proof. Canada has $11 billion a year of it stuck in permitting

We screen Canada's gold development projects for three things.

Frik Els | September 18, 2026 - 12:42 pm

Iran War

Mining stocks rally comes to abrupt halt as copper, silver prices plummet and gold slides

Freeport-McMoRan and Teck Resources led copper producers down 7% after a report that the White House has yet to decide on refined copper tariffs, and Freeport's $100 billion valuation is back in play.

Staff Writer | September 10, 2026 - 11:36 am

Markets

BMI cuts platinum, palladium price forecasts as car sales shrink and South African supply recovers

Sibanye-Stillwater is restructuring a loss-making shaft, faces a strike at its Montana palladium mines, while the WPIC says above-ground platinum stocks will cover just 3.4 months of demand by year-end.

Staff Writer | September 10, 2026 - 10:12 am

Critical Minerals

Copper price pauses below record as China’s imports slump, mine supply heads for first drop since 2017

China brought in 382,000 tonnes of copper in August, its weakest August in six years, while Collahuasi is restarting a mothballed leach plant now that $14,000 copper pays for the acid.

Staff Writer | September 9, 2026 - 10:34 am

Battery Metals

Value of top 50 mining companies surges by $357 billion after monster August rally

The biggest monthly gain on record took the ranking back above $2.5 trillion for the first time since February when gold was trading some $1,000 per ounce above today’s levels.

Frik Els | September 4, 2026 - 4:52 pm

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Iran War

Gold price erases 2026 gains as Fed hike bets climb to 70%, silver slides

Bullion’s three-day slide has erased almost all of its 2026 gain, but the miners are coming off their best August since at least 1994.

Staff Writer | September 1, 2026 - 10:25 am

Critical Minerals

Copper price stalls short of record as Chile’s storm-hit output slumps to 2011 low

Comex stockpiles have swollen to almost three times the copper left in LME warehouses as traders keep pushing metal into the US ahead of January's duty.

Staff Writer | September 1, 2026 - 9:03 am

Markets

Gold price drops as Warsh warns Fed still has ‘work to do’ on inflation

Gold fell more than 3% after the Fed chair defended the target and swiped at the bond-market intervention that powered gold's best month since January.

Staff Writer | August 28, 2026 - 10:10 am

Battery Metals

Lithium price: BMI raises forecast, warns rally has outrun fundamentals

Futures are back above 150,000 yuan on CATL's stalled restart, but BMI sees Chinese spot prices sliding through 2028, with sodium-ion batteries creeping onto the demand curve.

Frik Els | August 27, 2026 - 10:49 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 prices bounce as US runs out of warehouse space

Gold is tariff-proof. Canada has $11 billion a year of it stuck in permitting

Mining stocks rally comes to abrupt halt as copper, silver prices plummet and gold slides

BMI cuts platinum, palladium price forecasts as car sales shrink and South African supply recovers

Copper price pauses below record as China’s imports slump, mine supply heads for first drop since 2017

Value of top 50 mining companies surges by $357 billion after monster August rally

Tags for you

Gold price erases 2026 gains as Fed hike bets climb to 70%, silver slides

Copper price stalls short of record as Chile’s storm-hit output slumps to 2011 low

Gold price drops as Warsh warns Fed still has ‘work to do’ on inflation

Lithium price: BMI raises forecast, warns rally has outrun fundamentals

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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