Gold • Sep 14, 2026
Gold price forecast 2026: PPI shock tests record bull run
Gold bars in a refinery illustrate the market’s focus on inflation, rates and physical demand. Gold and silver have been pulled sharply lower by a renewed…
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Market Intelligence • Sep 14, 2026
Nickel market outlook 2026: RKAB quotas set the price floor
Indonesian nickel laterite mine and ferronickel processing complex. Indonesia’s decision to tighten nickel mining approvals has changed the market’s central question. The issue is no longer…
Rare Earths • Sep 14, 2026
Why Modi’s Critical Minerals Warning Matters — And What It Means for Trump and Xi
Modi’s warning about critical minerals comes as India seeks better ties with China while building alternatives to Chinese supply-chain dependence.
Rare Earths • Sep 14, 2026
Victory Metals Secures North Stanmore Mining Lease: What Comes Next for Rare Earths
Victory Metals has secured a 2,006-hectare mining lease at North Stanmore in Western Australia. The milestone reduces tenure risk, but financing, offtake, approvals and development remain…
Copper • Sep 14, 2026
White House copper tariff decision stalls; copper, miners slide
Copper mine and processing infrastructure in a large-scale U.S. operation. The White House has not decided whether to impose tariffs on refined copper, according to people…
Battery Metals • Sep 14, 2026
Lithium price forecast 2026: 500,000 tonnes of curtailments reshape supply
The lithium market is entering 2026 with a deceptively calm price signal. Chinese battery-grade lithium carbonate has been consolidating around 140,000–145,750 yuan per tonne, equivalent to…
Battery Metals • Sep 14, 2026
Where Does Your Phone’s Battery Actually Come From? The Map Will Surprise You
Your phone battery has a global story. Lithium, cobalt, nickel and graphite can come from different countries, while refining and battery manufacturing often happen elsewhere. Here's…
Critical Minerals • Sep 14, 2026
Critical Minerals Refining Is 86% Concentrated — And Diversification Is Proving Difficult
Critical minerals refining remains heavily concentrated. IEA data shows the top three refining countries accounted for an average 86% of output across six key minerals in…
Copper • Sep 14, 2026
Copper price forecast 2026: $15,000 bull case hinges on tariff call
Copper’s rally has reached a policy-driven inflection point. The metal climbed to a record near $14,854 per tonne on Sept. 9, according to Bloomberg and TradingKey,…
Africa • Sep 14, 2026
Swiss gold ban squeezes Sudan’s war economy
Sudan’s artisanal gold sector is a major source of revenue for the forces fighting the country’s war. Switzerland has begun banning purchases, imports and transit of…
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