Exploration ArcelorMittal’s $900 million Brazil expansion plan trudges along as imports weigh on economics The potential expansion comes as cheaper imports, largely from Asian countries, have increasingly gained market share in Brazil. Reuters | November 11, 2026 - 9:03 am
Battery Metals India bans export of lithium-ion battery recycled material This comes after India approved an incentive policy worth $300 million to reduce reliance on supply chains dominated by China. Reuters | November 11, 2026 - 8:58 am
Base Metals NMDC in talks with Russia’s Rosatom over lithium investments, sources say NMDC said in 2025 that it was exploring acquisition opportunities for critical mineralsas part of its mineral diversification strategy. Reuters | November 10, 2026 - 2:39 pm
Energy Italian steelmakers halting production due to high energy costs, industry group says The association said that high energy costs were undermining the competitiveness of Italian steelmakers. Reuters | November 10, 2026 - 2:27 pm
Critical Minerals Market volatility adds new hurdle to critical minerals investment: report Unpredictable commodity markets are delaying projects, raising financing costs and pushing developers to rethink supply chains. Marina Meireles | November 10, 2026 - 10:51 am
Exploration Sumitomo Metal cuts fiscal 2026 profit forecast due to loss on Philippines nickel assets Coral Bay Nickel Corp is set to cease production by 2030 after a review of equipment disposal and site restoration costs. Reuters | November 10, 2026 - 10:22 am
Markets Firmer dollar, Middle East de-escalation hopes push aluminum price to three-week low Aluminium prices have declined 21% since reaching a four-year high in June as production ramps up. Reuters | November 10, 2026 - 10:10 am
Exploration China’s copper concentrate imports slump 11% in October as smelter woes deepen The decline came as Chinese smelters faced mounting pressure from negative processing fees and declining sulphuric acid prices. Reuters | November 10, 2026 - 9:59 am
Critical Minerals Myanmar lobbies US to invest in its rare earths sector, dominated by China Myanmar's main rare earths production sites in Kachin are controlled by a rebel group fighting the military that is backed by Beijing. Reuters | November 10, 2026 - 8:43 am
Exploration Ferrexpo halts production for third time after attacks on Ukraine power grid This is Ferrexpo's third production halt in 2026, as war risks and liquidity issues disrupt operations. Reuters | November 10, 2026 - 8:27 am
Gold juniors trading at ‘80% off’ as mining takeover wave looms, says Michael Gentile October 19, 2026
