Frik Els

Top 50 mining companies power through Iran war – up $250 billion in 2026

Frik Els | April 4, 2026 - 4:57 pm

Top Companies

Vale extends exhaustion date of Itabira iron ore complex

The projected exhaustion date of its Itabira iron ore complex has been extended from 2041 to 2053.

Reuters | March 27, 2026 - 7:55 pm

Markets

Macquarie says copper is oversupplied and overpriced

Copper is down 16% from January, but more pain could be ahead as global inventories grow to unprecedented levels and fundamentals deteriorate.

Frik Els | March 26, 2026 - 8:07 pm

Critical Minerals

CHART: Billions wiped of mining stocks as gold, silver, copper prices plummet

Stock losses for world’s biggest mining companies near 30% since war’s start as copper enters bear market, silver falls 40% from high and gold suffers worst week in decades.

Frik Els | March 20, 2026 - 8:05 pm

Markets

S&P downgrades Botswana as diamond sector faces global headwinds

Botswana is the world's 2nd-largest producer of natural rough diamonds and the sector represented about 70% of exports and a third of government revenue.

Reuters | March 13, 2026 - 5:20 pm

Battery Metals

RANKED: Top 20 automakers by battery metals spending

Volkswagen overtakes Tesla to become the biggest spender on lithium, nickel, cobalt, manganese and graphite amid recovering prices.

Frik Els | March 5, 2026 - 6:13 pm

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

Markets

CHART: Tuesday teardown for mining stocks as Iran war escalates

Gold, silver, copper prices tumble but metals and mining stocks recover some losses in late trading.

Frik Els | March 3, 2026 - 6:45 pm

Top Companies

BHP’s Vicuna unveils $18 billion copper investment in Argentina

The project is forecast to average 395,000 tons of copper, 711,000 ounces of gold, and 22.2 million ounces of silver annually over its first 25 years.

Reuters | February 16, 2026 - 1:26 pm

Markets

Copper price: Global exchange stocks top 1 million tonnes first time in 21 years

Copper stocks on the world's biggest metal exchanges have exceeded 1 million tons for the first time since 2004.

Staff Writer | February 16, 2026 - 12:35 pm

Battery Metals

CHART: EV battery metals index jumps to 27-month high

EV battery raw materials bill tops $2 billion for the first time since August 2023 and surging lithium, nickel prices going into 2026 puts slump definitively in the rearview mirror.

Frik Els | February 16, 2026 - 11:28 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

Hello!

Frik Els

Top 50 mining companies power through Iran war – up $250 billion in 2026

Vale extends exhaustion date of Itabira iron ore complex

Macquarie says copper is oversupplied and overpriced

CHART: Billions wiped of mining stocks as gold, silver, copper prices plummet

S&P downgrades Botswana as diamond sector faces global headwinds

RANKED: Top 20 automakers by battery metals spending

Tags for you

CHART: Tuesday teardown for mining stocks as Iran war escalates

BHP’s Vicuna unveils $18 billion copper investment in Argentina

Copper price: Global exchange stocks top 1 million tonnes first time in 21 years

CHART: EV battery metals index jumps to 27-month high

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.