Mining & Metals
Mining & Metals covers companies and investments involved in the extraction, processing, and trading of minerals and metals used across industries.
5 events touching this theme
What's Happening in Mining & Metals
Copper has surged 15.8% this year on structural demand from power grid upgrades, renewable energy, and battery production—not speculative AI plays—signaling confidence in the industrial cycle even as equity valuations wobble. China's control of Congolese cobalt processing creates a single-country chokepoint over global EV battery supply, giving Beijing geopolitical leverage over manufacturers and raising production costs as EV adoption accelerates. Separately, analysts argue that US mineral stockpiling initiatives fall short of addressing underlying supply constraints. If mineral bottlenecks persist despite policy intervention, production capacity across defense, semiconductors, and energy storage will face constraints. Together, these pressures—structural industrial demand for copper, concentrated Chinese control of battery-grade cobalt, and inadequate domestic mineral reserves—tighten supply conditions across the metals complex while shifting pricing power toward countries controlling refining and processing infrastructure.
- Single source3 days agoUS Critical Minerals Strategy
Copper surges 15.8% on AI, infrastructure and supply constraints
Copper outperforms gold in 2024; investors expect the rally to withstand an AI market pullback.
CNBC
- Single source6 days agoResource Competition & Markets
Institutional money pours into American timberland as long-duration investment
Investors are purchasing large timberland holdings across the U.S. as a long-term investment bet.
CNBC
- Single source16 days agoResource Competition & Markets
Japanese authorities search Asahi and Kirin over suspected pricing collusion
Competition regulators conducted raids on two major Japanese brewers' facilities as part of an investigation into alleged price-fixing arrangements.
BBC News
- Single sourceNOT IN MAINSTREAM YETabout 1 month agoChina-Africa Resource Control
Analyst examines Beijing's dominance in Congolese cobalt supplies for battery production
Peter Zeihan discusses China's control over cobalt supply from Congo, a critical input for EV batteries.
Peter Zeihan
- Single sourceNOT IN MAINSTREAM YETabout 1 month agoUS Critical Minerals Strategy
Analyst says Trump's mineral stockpiling plan falls short of solving supply issues
Geopolitical analyst Peter Zeihan argues Project Vault fails to address mineral supply constraints.
Peter Zeihan