As we step into 2026, the copper market is at a pivotal juncture. Production growth is projected to be flat to modest, with refined output expanding by just 0.9% compared to 3.4% in 2025, largely […]
In a move that could reshape the global mining landscape, Rio Tinto and Glencore have reignited merger discussions, aiming to create a behemoth valued at over $200 billion, the world’s largest mining company. The talks, […]
ENB Pub Note: This is a fantastic article from the Merchant’s News Substack by Giacomo Prandelli. We highly recommend subscribing to and reading his Substack. Stu Turley just had an interview with Giacomo, and the […]
This is a National Security issue for the United States Gavin Newsom should be proud. Has absolutely devastated the oil and gas industry in California, and single-handedly wiped out the future development of oil and […]
Copper futures have risen above $10,500 a ton, reaching their highest point since May 2024, driven by investment trends, macroeconomic factors, and a worsening supply outlook. Recent supply disruptions, including a force majeure declaration at […]
Global mining group Anglo American and Canadian miner Teck Resources have agreed to merge in a deal that will create one of the world’s largest copper producers with a combined market value of over $53bn. […]
In a significant push to bolster domestic supply chains and reduce reliance on foreign powers, particularly China, the Trump administration has proposed nearly $1 billion in funding for the development of critical minerals and materials. […]
ENB Pub Note: This article is from Dan Yergin, and I had the honor of producing the podcast with him and David Blackmon that he references in the article below. Dan is spot on his […]
The global seaborne trade in copper concentrates is surging to new highs, with fresh data from Ursa Shipbrokers and AXSMarine showing record-breaking shipments in the first half of 2025. Loadings reached 18.5m tonnes during the […]
The significance of this minerals deal is not just the minerals but the potential solidification of new trading blocks. The new trading blocs of Russia, India, the United States, and countries fed up with the […]
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