Copper could be in surplus one year and short the next Copper has spent much of 2026 setting price records as investors anticipate a future shortage. Yet the latest industry forecasts appear to suggest the opposite: there may actually be

Copper is pulling back, but the supply picture is unusual Copper has been one of the strongest-performing industrial metals of 2026, climbing to a record $14,875 per metric ton in September as investors worried about mine disruptions, U.S. tariffs and

Washington is putting its mineral stockpile to work America has spent billions trying to secure critical minerals, but finding new deposits and developing mines only solves part of the supply problem. Manufacturers still need reliable access to the materials that

A big announcement with surprisingly little fuel America is paying more than $6 a gallon for diesel, and Washington has turned to an unlikely supplier for relief: Russia. Under a newly announced agreement to release Russian diesel into global markets,

Oil’s margin for error is disappearing Crude prices are back above a level markets have struggled to escape all year. Brent moved above $100 a barrel Wednesday, while WTI traded near $90 as two very different supply threats appeared at

Silver may be becoming a victim of its own success One of the strongest arguments for silver over the past several years has been straightforward: the world kept consuming more metal than it was producing, while solar panels, electronics and

Governments are treating diesel like a strategic commodity The global fuel squeeze has reached the point where some of the world’s largest economies are opening their emergency reserves. G7 leaders agreed Friday to release 100 million barrels from strategic stocks

China just tightened an already stressed fuel market Oil reversed an early decline Thursday after China suspended exports of refined petroleum products to markets outside Hong Kong and Macau. Brent crude climbed about 3% to $101.06 a barrel, while WTI

Rare earth magnets need a lot more than rare earths Washington has spent billions trying to rebuild America’s rare earth supply chain, but the next bottleneck may be a material that receives far less attention. Iron. Texas startup Hertha Metals

Brazil wants to move up the supply chain Brazil has the geology. Now it wants more of the economics. The U.S. is signaling that it may support the development of critical-minerals processing and refining capacity inside Brazil as Washington looks