Frik Els

BHP copper output slips 5% in Q4, flags further decline in Chile

Stronger prices cushioned the volume drop as BHP advanced Escondida, Cerro Colorado and its Argentina and Arizona copper projects to counter grade decline.

Staff Writer | July 15, 2026 - 4:55 pm

Critical Minerals

Mining companies are on their own in the Sahel, says risk analyst

Critical Risk Team's George McLeod says Russian setbacks, jihadist insurgencies and rising resource nationalism are reshaping the risk map for miners across West Africa and beyond.

Adrian Pocobelli | July 15, 2026 - 8:51 am

Critical Minerals

CHART: Mining vs AI – Nvidia sneezes, sheds five BHPs

Nvidia lost a trillion dollars this quarter and briefly traded like a value stock. The world's 50 biggest miners, all $2.19 trillion of them, have looked like ones for years.

Frik Els | July 13, 2026 - 6:41 pm

Critical Minerals

Gold price loses its grip: World’s 50 biggest mining companies shed $228 billion in Q2

Gold's slide back below $4,000 an ounce wipes out most of mining's 2026 gains, but the diversified giants – led by a resurgent BHP – are staging a comeback.

Frik Els | July 10, 2026 - 8:22 pm

Markets

Macquarie says copper price rally still running ahead of reality

Copper price is approaching $14,000 again, but copper stockpiles – already at unprecedented levels – continue to build globally.

Frik Els | July 9, 2026 - 11:34 am

Battery Metals

Op-ed: The paradigm shift in critical mineral investment –Tungsten is just the beginning.

Critical minerals strategies must shift from catching up with China to targeting contestable markets where real leverage remains.

Nicholas Vafeas | July 7, 2026 - 11:01 am

Tags for you

# Aboriginal Issues # Base Metals # Battery Metals # Careers # Critical Minerals # Education # Energy # Exploration # Intelligence # Iran War # Markets # News # Precious Metals # Regulatory Issues # Suppliers & Equipment # Top Companies # Video

Critical Minerals

Lynas, South Korean magnet maker sign deal for Malaysia factory

Malaysia said on Monday it would review a $96 million deal signed earlier this year to supply the U.S. Department of Defense from Lynas Malaysian rare earth plant.

Reuters | July 6, 2026 - 4:52 pm

Top Companies

Vale chairman Stieler pushed out by pension fund

The resignation came after pension fund Previ pushed Vale to call a shareholder meeting to vote on his removal. The meeting was scheduled for July 22.

Reuters | July 6, 2026 - 4:40 pm

Suppliers & Equipment

South32’s Arizona $2 billion zinc and manganese mine to get US approval

The critical minerals project contains one of the world’s largest undeveloped zinc deposits as well as other key minerals essential for steel and the production of large-capacity batteries.

Bloomberg News | July 6, 2026 - 4:22 pm

Battery Metals

CATL says mining, not refining, is battery making’s big hurdle

But surging prices and uncertainties over supply are now pushing some battery makers to focus investments on extracting minerals.

Bloomberg News | July 1, 2026 - 8:37 pm

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

Hello!

Frik Els

BHP copper output slips 5% in Q4, flags further decline in Chile

Mining companies are on their own in the Sahel, says risk analyst

CHART: Mining vs AI – Nvidia sneezes, sheds five BHPs

Gold price loses its grip: World’s 50 biggest mining companies shed $228 billion in Q2

Macquarie says copper price rally still running ahead of reality

Op-ed: The paradigm shift in critical mineral investment –Tungsten is just the beginning.

Tags for you

Lynas, South Korean magnet maker sign deal for Malaysia factory

Vale chairman Stieler pushed out by pension fund

South32’s Arizona $2 billion zinc and manganese mine to get US approval

CATL says mining, not refining, is battery making’s big hurdle

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

Mining Insights. Delivered.