Revision to delayed legislation comes after pressure from trading partners including Indonesia and US
Investors and creditors grow twitchy as Stegra scrambles to resolve worsening funding crisis
Gold demand has spilled over to the white metal, which also acts as insurance in times of turbulence
Appian Capital predicts more partnerships with governments and institutions after $1bn agreement with World Bank’s IFC
World’s biggest miner by market capitalisation locked in negotiations over iron ore with Beijing-controlled buyer
Rare earths are not the only Chinese product that America would struggle to replace
Trump administration plans to set price floors, create strategic minerals reserve and take equity stakes
These booms are connected, but not in the way you may have heard
Copper trading has shifted from Comex as uncertainty persists over US president’s trade policy
Food and commodities groups say Brussels risks undermining its own green agenda
Once vital to its former command economy, China still uses five-year plans to convey priorities
China’s critical minerals chokepoint has been hiding in plain sight for decades
Goldman Sachs survey 75 years of asset returns to bring you views you can use
US exporter wrote to customers affirming commitment to deliver on contractual obligations following arbitration loss
Come the end of this year, demand will have overtaken annual supply for five years on the trot
Also in this newsletter: Silver funds hit pause
The US and China stand-off over the metals of the future
NGOs raised alarm over alleged ‘political interference’ related to claims of withholding evidence in Eni/Shell case
Move could ease trade tensions between Washington and New Delhi, which have been in a stalemate since August
Controversial project to ship heavy crude to Texas coast was killed by Biden administration on environmental grounds
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Amin Nasser predicts ‘supply crunch’ unless energy companies return to exploration and find new reserves
Contamination of rivers and fish with heavy metal afflicts indigenous peoples in the Brazilian rainforest
Scott Bessent says Washington will retaliate if Beijing proceeds with policy on rare earths and critical minerals
Are the numbers real?
