- Materials & Mining: Rare Earths Risk Remains - Jul 19New analysis flags Malaysia and Indonesia as emerging players, but InvestorNews argues China still shapes the global rare earths system. Heading into the July 20 session, investors should weigh supply-chain risks and policy tailwinds carefully.
- Materials & Mining Risks in Focus - Jul 19China’s grip on rare earths and a key November date kept geopolitics front and center heading into the long weekend. Recycling sector hires and product launches offer localized upside, but risks dominate.
- Materials & Mining Wrap Jul 18: Rare Earths, ProjectsChina’s rare earth influence dominated weekend reporting, while project wins and a smelter shutdown reshaped near-term supply dynamics. Heading into the long weekend, investors should watch policy dates and permitting updates.
- Materials & Mining Weekend Brief Jul 18Mixed signals out of materials and mining: U.S. critical-minerals projects advance and raise capital while China’s rare-earth posture and an Australian smelter closure raise geopolitical and supply risks. Read what to watch heading into the long weekend.
- Materials & Mining: Project Wins, Rare-Earth Risk Jul 17Approvals, financings and U.S. onshoring moves led Materials & Mining headlines today, even as China’s rare-earth posture and a smelter closure add caution. Read what matters for your portfolio and tomorrow’s catalysts.
- Materials & Mining: BHP Spend, China Risk - Jul 17Today’s Materials & Mining news mixes big project approvals and policy shifts with closures and supply-chain tension. Read what moved the sector overnight and what you should watch today.
- Materials & Mining Momentum - Jul 16 WrapCapex and project starts dominated the Materials & Mining sector on Jul 16, led by BHP's $900m Pilbara spend and several recycling and exploration moves. Read on to see what matters for your portfolio and the catalysts to watch next.
- Materials & Mining Snapshot - Jul 16First Quantum weighs a Taca Taca stake sale while mine automation deals and infrastructure projects support raw-material demand. Read what matters for copper, recycling and critical minerals today.
- Materials & Mining - Jul 15 WrapRio Tinto lifted iron ore sales and Alcoa approved a gallium plant as renewable diesel and recycling projects gained ground. Read what that means for the sector and what you should watch next.
- Materials & Mining: M&A, Lithium Deal, Drilling - Jul 15A blockbuster A$12.6bn merger headlines materials news today, with a A$355m mining services contract and active drilling adding momentum. Read what moves might matter for your watchlist.
- Materials & Mining Rally on M&A, Critical Metals - Jul 14A major A$12.6bn merger headline and new critical-metals initiatives drove positive momentum across materials and mining today. Project engineering, alliances, and resilient scrap flows set up near-term catalysts for the sector.
- Materials & Mining Brief - Jul 14De Beers will pause production at Venetia for two years while explorers ramp up fieldwork and recyclers restart operations. Read what matters for your holdings and what to watch today.
- Materials & Mining Momentum - Jul 13 WrapFunding and exploration news drove momentum in materials and mining today. A $208m financing for Kobada, high-grade copper hits at Majuba Hill, and heavier LME activity set the tone for tomorrow.
- Materials & Mining Morning Brief - Jul 13High-grade copper assays at Majuba Hill and new UAV survey plans in Nevada set the tone for the week, while LME volumes rose in Q2. Youll find what matters for near-term catalysts and risks.
- Materials & Mining: Rare Earths, DLE and Restarts - Jul 12Western rare earths and lithium projects marked tangible progress over the weekend, while recycling and alumina capacity also saw boosts. Markets were closed Sunday; read what to watch when trading resumes Monday.
- Materials & Mining Wrap - Jul 11Western rare-earth and lithium projects made tangible progress while China export controls and critical-minerals skepticism kept risks front and center. Read what you need to know heading into Monday.
- Materials & Mining Weekend Update Jul 11Western projects advanced while China tightened rare-earth oversight. Production restarts, a DLE delivery, and recycling investments stand out as key developments heading into next week.
- Materials & Mining: Supply Shifts & Projects - Jul 10Western rare earths and lithium projects posted tangible milestones today while recycling and alumina capacity returned online. You’ll want to weigh supply diversification against China export risks heading into next week.
- Materials & Mining Momentum Builds - Jul 10Project activity and demand signals dominated overnight news for Materials & Mining. From Tocvan's Pilar stake purchase to rising U.S. steel shipments and funded drill programs, momentum is building across commodities.
- Materials & Mining Momentum - Jul 9Exploration and recycling activity stepped up today as funded drill programs, high-grade tungsten progress and new compliance tools pushed momentum across materials and mining. You’ll want to watch upcoming drill results and policy deadlines for fresh catalysts.
- Materials & Mining: Contracts, Pilots and Drills - Jul 9Contracts and pilot programs drove overnight moves in materials and mining, led by $BHP's A$200m smelter contract and new US tungsten and battery recycling initiatives. Here's what you should watch today.
- Materials & Mining Momentum - Jul 8Tech deals, fresh drilling funds and recycling scale-up drove momentum in Materials & Mining today. From Caterpillar's tech buy to funded drill programs and new recycling plants, the sector shows catalytic activity heading into tomorrow.
- Materials & Mining: Tech Deals, Copper Boom - Jul 8Caterpillar's purchase of Skycatch and Weir's crushing contract highlight tech and equipment demand in mining, while Latin America's copper and lithium role strengthens. You should watch project milestones and export headwinds today.
- Materials & Mining: Escondida Permit and Lynas Deal - Jul 7BHP cleared a key environmental permit for Escondida and Lynas inked a magnet-factory partnership, underscoring upstream and downstream momentum in critical minerals. Regulatory and recycling developments add nuance for investors.
- Materials & Mining: Drilling, Deals and Policy - Jul 7A mix of deal-making, new drilling and sustainability contracts marks early trading in Materials & Mining. Policy shifts on critical minerals and leadership moves add caution for investors.
- Materials & Mining Wrap - Jul 6Equipment orders and recycling initiatives drove tangible progress across materials and mining today while rare earth commentary and policy moves injected caution. Read what mattered, what to watch, and how these trends could affect your view.
- Materials & Mining: Mixed Signals Jul 6Policy pressure on critical minerals is colliding with fresh project activity and recycling investments. Today’s brief covers Sandvik equipment orders, exploration updates, EU policy moves, and recycling expansions.
- Materials & Mining: Rare Earth Reality - Jul 5Analysts warn that rare earths are more than mining, they are advanced manufacturing. France is moving toward a full industrial chain while North America leans on promotion, raising execution risks.
- Materials & Mining: Rare Earths and Red Chris Aid - Jul 5This weekend brought a string of constructive developments for materials and mining, from Japan's Sojitz asserting rare earth leverage to Canada committing C$500m for Red Chris. Read on for what to watch heading into the July 6 session.
- Materials & Mining Wrap - Jul 4Government support for Red Chris, Sojitz's rising rare earth clout, and BHP's San Manuel sale set the tone heading into the long weekend. Recycling and regional trends add mixed signals for materials demand.
- Materials & Mining: Funding and Rare Earth Moves - Jul 3Canada commits C$500m to Red Chris while Sojitz and junior rare earths push supply-chain strategy. BHP sells San Manuel and small miners expand projects heading into the long weekend.
- Materials & Mining: Rare Earths, Aluminium Deal - Jul 3Long-term contracts and approvals drove several big headlines in Materials & Mining heading into the long weekend. Iluka's 18-year rare earth deal and an $11.5bn aluminium plan are center stage.
- Materials & Mining: New Capacity and Big Deals - Jul 2Big investments and restarts dominated materials today, from IHC-Adani's $11.5bn aluminium plan to Almonty's Sangdong processing start and rare earth project progress. Read what that means for supply and tomorrow's catalysts.
- Materials & Mining Sector Snapshot - Jul 2Operational hiccups at Cameco contrast with restart plans for a Missouri aluminum smelter and EU policy support for steel. Read what matters for materials investors today and what you should watch.
- Materials & Mining Wrap - Jul 1A mix of policy analysis, project approvals and corporate deals kept the materials and mining complex busy today. Read our wrap to see the market reaction, what matters for rare earths and recycling, and what you should watch next.
- Materials & Mining: South32 Sale, Critical Minerals - Jul 1M&A, government funding and growing focus on critical minerals set the tone for Materials & Mining on Jul 1. From South32's conditional $5.6bn sale to NRCan backing for copper cathodes, read what to watch next.
- Materials & Mining Momentum - Jun 30Contracts, takeovers and tech trials drove a busy day for materials and mining. From a A$70m lithium contract to a major cobalt-copper acquisition and BHP recovery trials, the sector is showing development momentum and renewed attention on recycling and critical minerals.
- Materials & Mining: Tech, Deals, Policy - Jun 30Ore-sorting at Pilgangoora, Orvana's claim buy, and fresh capacity moves in recycling and steel highlight a sector focused on efficiency and supply‑chain building. Read what to watch today.
- Materials & Mining Momentum, Jun 29Production ramps, plant openings and contract wins drove a mostly positive day in Materials & Mining. From Hancock's mine start to recycling and critical-mineral buildouts, here's what you need to know for tomorrow.
- Materials & Mining Morning Brief, Jun 29Early drilling wins, an AI-designed hole in Nevada, a $1 billion steel expansion and a small UK recycler profit headline the Materials & Mining morning. You’ll want to watch project milestones, regulatory trade rules and upcoming company updates.
- Materials & Mining Morning Brief - Jun 28Mining firms added near-term optionality over the weekend as Star Minerals bought a 219km2 WA gold project, Alliance Nickel kicked off vat leach test-work, and Titan secured U.S. Army lease notices. Read what you should watch heading into next week.
- Materials & Mining: Growth & Tests Lead - Jun 27Exploration expansion, metallurgical test-work and site selection wins set the tone for materials and mining heading into the long weekend. You’ll want to watch cost-cutting test results and upcoming project milestones when markets reopen on Monday.
- Materials & Mining: Project Wins and Testwork - Jun 27Gold project add-ons, nickel vat-leach test-work and Army site lease wins headline materials sector news as of Friday, Jun 26. Read what matters heading into the long weekend.
- Materials & Mining: Growth Momentum - Jun 26Exploration deals, metallurgical test-work and leased land wins drove positive headlines for materials and mining today. You’ll find what moved the sector, key catalysts to watch, and legal or supply risks that could reshape flows.
- Materials & Mining: Exploration, Profits, Supply Moves - Jun 26Exploration ramps and operational wins led Materials & Mining overnight. Drilling starts, contractor mobilisations and a strong profit report point to momentum, while rare earths debate keeps investors selective.
- Materials & Mining Mixed Signals - Jun 25 WrapOperational milestones and innovation headlines dominated the Materials & Mining sector on Jun 25. You’ll find project progress, policy debate on rare earth funding, and tech wins that matter for supply chains.
- Materials & Mining Supply-Chain Shift, Jun 25Today’s materials news centers on supply-chain rebuilding and recycling gains. Major moves include a US aluminium MoU, Energy Fuels' magnet strategy, rising recycled copper output, and active divestments.
- Materials & Mining: Plastics, Copper & Rare Earths - Jun 24Standards, product launches and a major Chile copper deal set the tone for Materials & Mining on Jun 24. Sustainability and supply‑chain moves dominated, with rare earth and silica projects making steady progress.
- Materials & Mining Morning Brief - Jun 24Energy Fuels' $1.9bn VAC acquisition leads a busy morning as exploration programs ramp up in Canada and recycled-steel investment picks up pace. Read what catalysts and risks matter to you today.
- Materials & Mining: Western Rare‑Earth Push — Jun 23Energy Fuels' Vacuumschmelze deal marks a watershed moment for Western rare earths, while exploration, recycling advances, and AR training signal broader sector momentum. Read what to watch next.