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Newsletter – 05.05.2026
• Guyana president warns of mineral ‘dependence’ as Iran war speeds shift from oil • Germany sees US as vulnerable to squeeze on potash supplies • TMC shares soar as NOAA backs seabed mining plan • Trump sons invested in US group developing $1.1B tungsten project in Kazakhstan: FT • Zambia says privacy, minerals...
Newsletter – 27.04.2026
• US, EU deepen cooperation on critical minerals with eye to broader agreement • Friedland: We have never been so close to global conflict • Zambia’s Luanshya copper mine to restart in August after two-decade halt • Panama counts steep cost of First Quantum’s copper mine closure • Congo launches $100 million US-backed mining...
Newsletter – 20.04.2026
• US eyes more Namibian uranium imports as AI drives nuclear push • KGHM seeks copper mines closer to home to reduce logistics costs • Critical Metals stock surges after taking full control of Greenland rare earth project • DRC boosts US copper sales fivefold to 500,000 tonnes • CHART: Copper price, aluminum ‘black...
Newsletter – 13.04.2026
• Deep-sea mining heats up as new player challenges early mover advantage • Chinese rare earth producer hikes Q2 price by 44% • China to ban sulfuric acid exports as Iran war hits supply • Oman’s MDO shares project updates on $1.2bln minerals portfolio • Neo Performance begins producing heavy rare earths at Estonia...
Newsletter – 07.04.2026
• US firm Virtus Minerals buys Congolese cobalt producer Chemaf • Panama moves to unlock copper from First Quantum mine • Top 50 mining companies power through Iran war – up $250 billion in 2026 • France pulls last gold held in US for $15B gain • Cerrado battles Portugal over stalled copper-zinc project • Japan...
Newsletter – 30.03.2026
• Mideast aluminum makers suffer damage from Iranian attacks • Site visit: EnergyX launches first US direct lithium extraction plant in Texas • Macquarie says copper is oversupplied and overpriced • Ethiopia signs $13.1 billion of energy, mining investment deals • AngloGold confirms economics for 4.9Moz Nevada project, feasibility planned • Barrick delays Reko Diq project...