Battery Metals Op-Ed: The Arctic won’t save the energy transition The North's mineral wealth needs disciplined investment, not just political enthusiasm, to build resilient supply chains. July 17, 2026
Critical Minerals Column: So you want to build your own metals smelter? Building smelters to transform ore into metal offers a pathway to broader industrial and economic development, writes Andy Home. July 15, 2026
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. July 13, 2026 - 6:41 pm
Fire hits acid plant at S. Korean zinc smelter, report says The Seokpo smelter has capacity to produce 400,000 metric tons per year of zinc ingots. July 9, 2026 - 7:51 am
Top Companies Ivanhoe sees Congo copper output rising in second half 2026 The company in April cut its 2026 and 2027 copper output forecasts following seismic disruptions at the Kakula mine. July 8, 2026 - 7:32 am
Critical Minerals South32 clears key US hurdle for $2B Arizona mine Federal approval allows South32 to expand Hermosa as the US pushes domestic critical minerals. July 7, 2026 - 9:49 am
Intelligence Canada set to back Teck’s BC smelter to boost germanium output: report Canada plans major funding for Teck’s Trail facility to boost germanium production and secure North American critical mineral supply chains. July 7, 2026 - 7:48 am
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. 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. July 6, 2026 - 4:22 pm
Markets Moody’s places South32 on review for ratings downgrade after Alcoa deal "The divestment would materially reduce the company's scale, commodity diversification and operating footprint," the ratings agency says. July 3, 2026 - 7:24 am
