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Mining

Why Is China Restricting Fortescue? Inside the Iron Ore Supply Standoff With Australia

China Mineral Resources Group was established to consolidate the purchasing power of China's fragmented steel industry, giving Beijing greater leverage in price negotiations with the major global iron ore producers — BHP, Rio Tinto, Vale and Fortescue among them. Its expanding restrictions on Fortescue …

Nitish Kishor | 10 July 2026

Lithium Carbonate Price Rebound: Why EV Battery Makers Are Ramping Up Production Again

Industry reports out of China, the world's largest lithium consumer by a wide margin, point to intensifying competition between battery producers seeking to retain or grow market share. That rivalry has pushed companies to increase production schedules, which in turn has lifted lithium sourcing …

Nitish Kishor | 10 July 2026

How AI Data Centers Are Quietly Driving Lithium Demand: The Energy Storage Connection

Beijing has been actively procuring energy storage systems specifically to manage the power loads generated by data centres, which are expanding rapidly to support the computing demands of AI development and deployment. Unlike electric vehicles, whose battery demand tracks consumer purchasing decisions and broader …

Nitish Kishor | 10 July 2026

Why Is Gold Price Falling Despite Rising US-Iran Tensions? Full Analysis

Crude oil jumped 5% over the week as the fighting intensified, and that surge is doing more to shape gold's direction than the conflict itself. Higher energy costs feed directly into headline inflation, and with price growth already sticky, traders have pushed the implied …

Nitish Kishor | 10 July 2026

Gold Price Today: Weekly Outlook Ahead of US Inflation Data and Fed Chair Warsh's Testimony

The setup is delicate. Oil's 5% weekly surge, driven by renewed US-Iran hostilities, has already pushed traders to price in close to a 60% chance of a Fed rate increase in September. That is a meaningful shift from where odds stood only weeks ago, …

Nitish Kishor | 10 July 2026

Newfoundland Copper-Zinc Project Advances as Canterra Kicks Off 8,000-Meter Drilling Initiative

Canterra Minerals’ latest exploration push in Newfoundland is sending ripples through the base metals sector, as the company ramps up efforts to uncover copper and zinc deposits in a region with a strong mining pedigree. The move comes as global demand for critical minerals …

Vinay Lochav | 09 July 2026

Gold Prices Rise Amid Weak Dollar and Middle East Tensions

Gold prices have seen a modest uptick as the dollar weakens, driven by investor concerns over heightened tensions in the Middle East. This fresh interest in gold reflects a shift toward safe-haven assets amid geopolitical uncertainty, suggesting that the precious metal may play a …

Vinay Lochav | 09 July 2026

NioCorp Developments Ltd Launches Company‑wide Incentive Plan as Elk Creek Funding Moves Forward

NioCorp Developments Ltd disclosed a comprehensive overhaul of its executive pay structure as it progresses toward financing and construction of the Elk Creek Project. The Board of Directors approved the changes on July 2 2026 after a multi‑month review with independent consultant Semler Brossy.

Vinay Lochav | 09 July 2026

Short Interest Peaks at 33% for CleanSpark (NASDAQ: CLSK) Amid Bitcoin Decline

CleanSpark (NASDAQ: CLSK) reported a rise in short interest to 33.04% in June, the highest proportion for any crypto‑focused firm with a market value above $2 billion. The jump follows a Bitcoin price dip to $58,000 and record outflows from spot Bitcoin ETFs, signaling …

Vinay Lochav | 09 July 2026

Gold Rises as Dollar Holds Firm on Iran-Linked Inflation Concerns

Gold extended modest gains as the dollar held steady, reflecting investor caution over escalating geopolitical risks and persistent inflation fears. The move underscored a shift toward safe-haven assets amid uncertainty over the Federal Reserve’s monetary policy trajectory.

Vinay Lochav | 09 July 2026
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