China Floods the Market With Copper Chinese copper smelters are ramping up output to record levels, swelling global inventories and raising questions about whether the metal’s recent price rally can continue uninterrupted. Refined copper production in China is expected to

LNG Flows at Risk Global natural gas markets jolted higher this week as escalating conflict in the Middle East raised fears of supply disruption through the Strait of Hormuz — a critical artery for global energy trade. The narrow waterway

Geopolitical Shock Sends Gold Higher Gold futures climbed as high as $5,400 per ounce on Monday before easing, as escalating tensions in the Middle East drove investors toward traditional safe-haven assets. The move followed U.S.-Israel strikes on Iran over the

A Major Bet on Domestic Rare Earth Supply MP Materials has chosen Northlake, Texas, as the site of its new $1.25 billion rare earth magnet manufacturing campus, marking one of the largest U.S. investments in critical mineral infrastructure in recent

Gold Climbs as Trade Policy Clouds Gather Again Gold extended its rally this week, climbing as much as 1.9% to top $5,200 per ounce, marking its third consecutive weekly gain. The move comes as uncertainty surrounding U.S. trade policy rattled

What Happened in Rare Earths A sharp rally in rare earths has pushed the market above the floor price embedded in a U.S. government agreement with MP Materials (MP), the domestic producer central to the U.S. push to rebuild parts of the magnet

Japan Commits $36 Billion to U.S. Energy and Critical Mineral Projects Japan has formally launched the first wave of investments under its new strategic trade framework with the United States, pledging nearly $36 billion toward oil, natural gas and critical

What Happened Rio Tinto (RIO) said it has gained majority control of Canada’s Nemaska Lithium, lifting its ownership to 53.9% and moving into direct management of the business. The Government of Quebec holds the remaining 46.1% stake. The move advances Rio Tinto’s plan to build an integrated lithium

What Happened U.S. electricity consumption is on track to climb to fresh record highs in 2026 and 2027 after setting a second straight record in 2025, based on the latest outlook from the U.S. Energy Information Administration (EIA). The agency projects

Gold Stabilizes After Violent Reversal Gold prices climbed back above the $5,000-per-ounce level on Monday, as investors cautiously returned to the market following one of the most volatile stretches in precious metals trading in years. Bullion rose as much as