- Materials & Mining: Supply Chain and Tech Momentum - Aug 15Critical-mineral forums, a Nasdaq listing for First Phosphate and new supply and equipment deals highlight momentum in materials and mining. Heading into the long weekend, regulatory and tech developments deserve your attention.
- Materials & Mining Momentum Builds - Aug 14Supply deals, tech scale-ups and policy moves drove today’s sector headlines. From Anglo American agreements to autonomous truck rollouts and a Nasdaq ADR for PHOS, momentum is building.
- Materials & Mining: Deals and Capex Boost - Aug 14Major tie-ups and capital investment are front and center in Materials & Mining this morning. Newmont's earn-in, $60M Nucor capex and a Nasdaq listing point to momentum, but execution risk remains.
- Materials & Mining: Funding, Listings and Drilling - Aug 13Governments commit A$2.5bn to secure Tomago, First Phosphate lists on Nasdaq, and new exploration and recycling partnerships pushed the materials agenda today. Read what moved the sector and what you should watch next.
- Materials & Mining Momentum — Aug 13Project expansions, tech-led mine rehabilitation, and a takeover bid in waste recycling set the tone for materials and mining on Aug 13. Here’s what you need to know today and what to watch.
- Materials & Mining Momentum — Aug 12 WrapU.S. pledges over $2bn for critical minerals, lithium and copper project progress, and new recycling capacity lead the Materials & Mining wrap. Read what moved the sector today and what to watch next.
- Materials & Mining Momentum Builds - Aug 12Expansion deals, recycling starts and supply tightness set the tone for Materials & Mining on Aug 12. From Blue Moon's 33-project buy to increased copper scrap use, here's what you need to know.
- Materials & Mining: Critical Minerals Momentum - Aug 11Domestic processing platforms, recycling patents and supplier agreements dominated the Materials & Mining beat today, pointing to growing industrial capability. You should watch policy moves and gas supply risks heading into next week.
- Materials & Mining Morning Brief - Aug 11Barrick and Newmont finalized a new NGM agreement, easing a major industry overhang, while Ophir plots a Quebec takeover and Aben Gold kicks off Yukon drilling. Copper flows and rising U.S. steel imports add supply-side questions for you to monitor.
- Materials & Mining Sees Policy Push and Deals - Aug 10U.S. policy moves and project finance headlines drove the materials agenda today. Federal and DFC commitments put capital behind domestic and strategic minerals, while juniors and local programs advanced land and recycling steps.
- Materials & Mining: Project Progress, Caution - Aug 10Resolution Copper awarded $110m in construction contracts and B2Gold won an exploitation permit in Mali, marking project progress. At the same time, analysts warn supply-chain rebuilding will be slow and election-driven trade risks remain.
- Materials & Mining: Critical Minerals Update - Aug 9Washington announced roughly $3 billion for critical minerals projects, a big policy signal but not an instant fix. This wrap explains what the funding means for miners, processors, and your watchlist heading into next week.
- Materials & Mining Brief - Aug 9Project awards, recycling certifications and a revenue upgrade lead the materials and mining headlines heading into the long weekend. Read what happened, why it matters to you, and what to watch when markets reopen.
- Materials & Mining Wrap - Aug 8Mixed signals dominated Materials & Mining as antimony prices undercut several juniors while recycling wins, a Glencore bauxite offtake and new drilling provided offsetting momentum. Heading into the long weekend, you'll want to track policy, supply shifts and upcoming catalysts.
- Materials & Mining Weekend Wrap - Aug 8Policy momentum on critical minerals and corporate moves in recycling and bauxite are balancing a sharp pullback in antimony. Heading into the long weekend, selectivity matters for investors.
- Materials & Mining Wrap: Supply, Policy, and Drilling - Aug 7Today’s Materials & Mining wrap covers contrasting signals: supply-policy moves for critical minerals, fresh bauxite offtake, recycling wins and early-stage copper-gold drilling. Read on to see what you should watch next.
- Materials & Mining Morning Briefing - Aug 7Glencore's revenue surge and new exploration and recycling initiatives set a constructive tone for the Materials & Mining sector. Read what opened this morning and what you should watch.
- Materials & Mining Wrap - Aug 6Glencore’s 49% H1 revenue surge and project milestones from Volta Metals to Amex Gold highlighted today. Policy moves on Project Vault and recycling innovations add longer term tailwinds.
- Materials & Mining Momentum - Aug 6Developments today show project progress and strategic deals across gold, copper, recycling and critical minerals. Funding and automation raise operational momentum, but you should watch permitting and execution risks.
- Materials & Mining Roundup - Aug 5A wave of deals, government backing, and new tech pushed the Materials & Mining narrative today. You’ll find consolidation in Australian gold, Canadian infrastructure funding, and recycling and AI advances that could reshape supply chains.
- Materials & Mining Momentum Builds - Aug 5Commercial tech exports, fresh drilling programs and rare-earth project mobilization led overnight Materials & Mining news. Read what moved the sector and the catalysts to watch today.
- Materials & Mining Momentum - Aug 4 WrapToday brought a string of deals and project moves across rare earths, manganese and coal, led by a cesium JV, a HREE acquisition and a binding manganese offtake. Read what these developments mean for supply chains and near-term catalysts.
- Materials & Mining Momentum Builds - Aug 4Long-term manganese offtake, new recycling capacity and profitable H1 results signal momentum in Materials & Mining. DFS work and tech launches add upside while execution risk remains.
- Materials & Mining Momentum - Aug 3 WrapToday's Materials & Mining news was driven by AngloGold's strong Q2 results, new AI and software hires for mining and recycling firms, and operational milestones at a gold mine. Regulatory and waste-shipping risks also surfaced.
- Materials & Mining Momentum on Aug 3Federal approval for Canada Nickel's Crawford project and a U.S. Army lease for REalloys highlight stronger permitting and critical-minerals access. M&A and policy scrutiny of Chinese capacity add to the sector narrative.
- Materials & Mining: Production Push and Recycling - Aug 2U.S. policy and private solutions are pushing the materials and mining sector toward higher onshore production and more durable recycling operations. Heading into the Aug 3 session, investors should watch production ramp plans and operational fixes in recycling.
- Materials & Mining Update - Aug 2Practical fixes and project steps dominated the weekend in materials and mining, from concrete solutions for scrap yards to land valuations and uranium option deals. Read what these operational moves mean heading into Monday.
- Materials & Mining Roundup - Aug 1Project milestones, recycling realism and supplier fixes shaped the Materials & Mining headlines heading into the long weekend. Read what moved project timelines, policy debates, and operational fixes mean for your watchlist.
- Materials & Mining Momentum - Jul 30Today’s materials and mining news highlighted a U.S. push into rare earth processing, fresh funding for recycling tech, and federal grants to tribal recycling projects. You’ll find deal flow, policy signals, and practical implications for supply chains.
- Materials & Mining Mixed Signals - Jul 30Steel margins and rare-earth strategy show momentum, while a major gold deal collapses and recycled-steel firms report pain. Read the morning briefing for what you need to watch today.
- Materials & Mining: Rare Earths, Deals and Earnings - Jul 29Partnerships and earnings drove the Materials & Mining tape today as Meteoric and POSCO advanced a Brazil rare earths tie-up while $WM and $CLH reported strong Q2s. You’ll want to watch supply-chain moves and upcoming project milestones.
- Materials & Mining Momentum - Jul 29Project starts in Tanzania, positive metallurgical tests in Scotland, and expanded recycled-aluminum supply for autos set the tone for Materials & Mining on Jul 29. Read what you should watch today.
- Materials & Mining Mixed Signals - Jul 28Today's Materials & Mining news delivered a string of commercial wins alongside sober reminders about supply-chain limits. From Iwatani's rare earth push to Rock Tech's spodumene deal, the picture is mixed and selective.
- Materials & Mining Morning Brief Jul 28Production at Mexico's La Parrilla, positive metallurgical results in Ontario and a $1.1B Q2 for $NUE put the sector on firmer footing. Read what you should watch today, Jul 28.
- Materials & Mining Momentum - Jul 27M&A, project expansions and targeted public funding set a constructive tone for materials and mining on Jul 27. From Evolution Mining's A$213m deal to tungsten and rare earth plays, here's what you need to know.
- Materials & Mining - Jul 27Mineral producers scored expansion and offtake wins overnight, led by Soma Gold's Aurora approval and VBX's Chinese bauxite deal. Policy moves from China and processing challenges in Indonesia add risk to watch.
- Materials & Mining: Tariffs vs China Controls - Jul 26U.S. tariff debate and China s export-control moves set a cautious tone for materials and mining heading into the long weekend. Here s what happened, how markets may react, and what you should watch.
- Materials & Mining: Supply, Recycling, and Copper - Jul 26A neutral mix of supply-chain policy moves, new processing plans, and steady base-metal forecasts define today's Materials & Mining story. Read on for what you should watch heading into the next trading week.
- Materials & Mining Roundup - Jul 25A weekend of policy moves, supply signals and recycling wins left the Materials & Mining complex with mixed signals. You’ll want to watch China export controls, rare-earth project talks in India, and copper output trends heading into the next trading week.
- Materials & Mining Momentum, Jul 25Recycling wins and modest metals supply recovery set the tone heading into the long weekend. Key catalysts include Oregon's glass reclassification, a new Alabama CHaRM hub, Chile copper output uptick, and rare earth project talks in India.
- Materials & Mining Momentum - Jul 24Copper demand and critical-minerals activity set the tone today as policy changes ease recycling costs and new projects advance. You’ll want to watch rare earth talks in India, Chile output trends, and drill programs in Argentina and the US.
- Materials & Mining: Tech, Deals and Earnings - Jul 24Tungsten exploration, strategic land deals and rising recycling revenues are driving momentum in materials and mining. Read our morning briefing to see which names and catalysts matter today.
- Materials & Mining Wrap - Jul 23M&A momentum and tech upgrades met geopolitical and regulatory caution today. NOVAGOLD’s Donlin deal, AI tools from MaxMine, and recycling investments temper concerns about supply‑chain and policy risk.
- Materials & Mining: Land Moves and Supply Risks - Jul 23Junior miners expanded land positions in Canada while Rio Tinto locked a sustainable fuel deal, but recycling overcapacity and China’s leverage in processing keep risk elevated. Read what to watch today.
- Materials & Mining: Jul 22 Evening WrapChina’s leverage over critical minerals takes center stage while US policy steps up and industry deals advance. Read what moved the Materials & Mining sector today and what you should watch next.
- Materials & Mining: Drilling, Recycling, Policy - Jul 22Canada Nickel moves its Crawford project to the final federal assessment stage while Four Nines Gold kicks off drilling at Hayden Hill. Recycling gains and supply chain debate add momentum and risks you should watch.
- Materials & Mining Momentum Builds - Jul 21Today saw a wave of deals, MoUs and a major commissioning milestone that point to growing processing capacity and recycling momentum. Read on for what moved markets, key risks and what to watch next.
- Materials & Mining Brief - Jul 21Policy and project news set the tone for materials and mining today, led by a Nova Scotia mine approval and a White House push to incentivize primary aluminum. Plus, Chile exploration gains, critical-minerals recovery work, and mixed recycled-steel pricing to watch.
- Materials & Mining Wrap Jul 20Regulatory approvals, recycling investments and new recovery tech drove momentum in materials and mining today. Mine greenlights and corporate deals signal near-term project activity and growing focus on critical minerals.
- Materials & Mining: Supply Risks and Moves - Jul 20Global supply warnings from the IEA and fresh analysis on China’s rare earth grip set a cautious tone, even as Vizsla Copper posts assay results and paperboard investment picks up. Read what you should watch today.