Iran War

Op-Ed: Oil shock raises risk of metals shock as EV sales accelerate

Reuters | September 21, 2026 - 4:35 pm

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

Iran War

Gold surges along with US treasuries as oil price slide deepens

Yields “are correcting from the overreaction” in the previous session, strategist said.

Bloomberg News | September 17, 2026 - 11:44 am

Base Metals

Bahrain’s Alba says producing aluminium at 80% of pre-Iran war level

Capacity will return to 1.6 million tons when it acquires a 300,000-ton-per-year French smelter in the next few months.

Reuters | September 16, 2026 - 7:24 am

Energy

CHARTS: Uranium miners race to catch surging nuclear demand

Mine spending and output are rising, but lengthy development timelines threaten to leave nuclear fuel supply trailing demand.

Cecilia Jamasmie | September 16, 2026 - 5:30 am

Battery Metals

Red Sea disruption puts global mining supplies at risk

GEM modelling flags acids, fertilizers, battery inputs and fuels as vulnerable to higher costs and shipping delays.

Cecilia Jamasmie | September 15, 2026 - 9:54 am

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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

Energy

Coal demand to rise 1.2% as Hormuz closure drives gas prices: IEA

A new update by the IEA puts coal demand back on the rise following the ongoing conflict in the Middle East.

Marina Meireles | September 10, 2026 - 9:45 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

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

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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Iran War

Op-Ed: Oil shock raises risk of metals shock as EV sales accelerate

Copper prices bounce as US runs out of warehouse space

Gold surges along with US treasuries as oil price slide deepens

Bahrain’s Alba says producing aluminium at 80% of pre-Iran war level

CHARTS: Uranium miners race to catch surging nuclear demand

Red Sea disruption puts global mining supplies at risk

Tags for you

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

Coal demand to rise 1.2% as Hormuz closure drives gas prices: IEA

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

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

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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