- Materials & Mining Momentum — Jun 23Contracts and collaborations are driving activity across exploration, graphite anode plans, and low‑carbon steel projects. Tune in today for an InvestorTalk at 9:00 AM EST and track drilling and feasibility milestones.
- Materials & Mining: Financing, Permits and Momentum - Jun 22Today brought a string of wins across critical minerals, recycling and mining finance, led by a C$200m loan commitment for Generation Mining. You’ll want to track project financing, permits and upcoming industry events.
- Materials & Mining: Approvals, Contracts Boost - Jun 22Newmont won BC approval for its Red Chris block cave and Barminco landed a $192m Fourmile contract for Barrick. Strong demand signals for copper, aluminum and recycled paper are adding momentum.
- Materials & Mining Mixed Signals - Jun 21Phosphate gains strategic status as G7 focus, Goldgroup kicks off a 24,000m drill program, and BHP hikes Jansen Stage 2 costs to $6.9bn. Read what this means for your exposure to resources.
- Materials & Mining Mixed Signals - Jun 20Policy support for phosphate and rising demand for rare earths sit alongside a costly BHP potash update and a plastics-plant closure. Read what matters heading into the long weekend.
- Materials & Mining: Supply Chain Shifts - Jun 20Western supply-chain moves, a big drilling program in Mexico, a major cost update from BHP, and recycling tech approvals set the tone heading into the long weekend. Read what you should watch next.
- Materials & Mining Wrap Jun 19A big capex warning from $BHP and G7 focus on phosphate set a strategic tone, while recycling wins and fresh drilling push activity. Markets were closed for Juneteenth; here's what to watch.
- Materials & Mining Brief - Jun 19BLM approval at Dewey Burdock, a $400m KEFI contract, and Soma Gold deliveries lead a batch of positive project and earnings updates. Read key catalysts and risks for your watchlist heading into the long weekend.
- Materials & Mining Momentum - Jun 18Project wins, drilling starts and recycling expansion drove activity across materials and mining today. Record Ridge, Greenland drilling and new deliveries reinforced critical-minerals momentum.
- Materials & Mining: Key Moves to Watch - Jun 18BLM approval for Star Gold drilling, a new graphite processing JV in Italy, and renewed interest in bioleaching lead the morning. You should watch upcoming drill programs and supply chain moves for critical minerals.
- Materials & Mining: Deals, Financing, Progress - Jun 17Big-ticket financing, project milestones and M&A drove Materials & Mining headlines today. A $500m conditional loan, PFS completion and equipment and acquisition deals set the agenda for tomorrow's trading.
- Materials & Mining: Tech, Deals, Exploration - Jun 17Equipment awards, digital mill services and recycling deals drove positive headlines today in materials and mining. Explore the commercial wins, aluminium cost pressures, exploration funding and what you should monitor next.
- Materials & Mining: Exploration, Rare Earths Rally - Jun 16Exploration funding, scout drilling and a North American rare-earths pact drove upbeat headlines in materials and mining today. Recycling safety and plastics recovery moves add policy and ESG layers to watch.
- Materials & Mining Momentum - Jun 16Permits and approvals in Sweden and Senegal, a major DRI supply deal, and fresh battery recycling and AI use-cases point to accelerating activity across mining and materials. Here’s what you should watch today.
- Materials & Mining: Space Push Spurs Demand - Jun 15A US$1 billion private investment underscores long-term demand for critical minerals as SpaceX and space industrialization spotlight metals supply. Tech, contracts and new projects added momentum across mining and recycling today.
- Materials & Mining Momentum Builds - Jun 15Deal activity, recycling strength and tech-led decarbonisation set the tone for Materials & Mining on Jun 15. Investors should watch gold streaming deals, critical minerals processing, and recycling production trends.
- Materials & Mining: Supply Moves and Tech Upgrades - Jun 14Strategic moves and capital spending are front and center in materials and mining heading into the long weekend. From potential state-backed stakebuilding in Eramet to new mineralogy kit and energy-saving furnaces, these stories point to stronger supply-chain resilience and efficiency.
- Materials & Mining Jun 13 WrapInvestments and consolidation marked the Materials & Mining sector heading into the long weekend. From critical‑minerals debate to new processing tech and M&A moves, here’s what you need to know.
- Materials & Mining Brief - Jun 13Orion CMC's reported interest in Eramet and multiple tech and decarbonization investments set the tone for the Materials & Mining sector heading into the long weekend. Read on for the overnight developments and what you should watch next.
- Materials & Mining Wrap - Jun 12Today’s Materials & Mining news mixed strategic moves and supply risk: Orion CMC eyes Eramet, Metso and Novelis invest in tech and efficiency, and recycling leaders flag end‑market challenges. Read what matters for your watchlist.
- Materials & Mining: Permitting, Electrification Gain Traction - Jun 12Overnight moves in materials and mining show momentum in electrification, recycling and exploration. Codelco’s deal, new drilling at Legacy and recycling funding set the tone for the sector today.
- Materials & Mining Daily Wrap - Jun 11Operational wins and drilling boosts marked today in materials and mining, while policy debate over rare earth support keeps uncertainty alive. Read a concise wrap of what moved the sector and what you should watch.
- Materials & Mining: Projects, Policy & Recycling - Jun 11Today brings steady project progress, more exploration drilling in Australia, and new industry organizing in U.S. aluminum recycling. You’ll want to weigh development catalysts against policy debate and scrap-market quirks.
- Materials & Mining: Restarts, Funding & Pilots - Jun 10Today’s wrap highlights a key mill restart, a $350m loan for new WA mines, and a cyanide-free mine-waste pilot in Ontario. Read what moved the Materials & Mining sector and what you should watch next.
- Materials & Mining: Project Wins and Supply-Chain Focus - Jun 10Permitting progress, new field programs and commercial recycling deals headline the Materials & Mining morning. Investors should watch drill results, permitting timelines and policy catalysts.
- Materials & Mining Wrap - Jun 9Today brought plant starts, offtake deals and tech partnerships across materials and mining, offset by cautionary commentary on critical-mineral chains and price preparedness. Read what moved markets and what to watch next.
- Materials & Mining Momentum Builds - Jun 9Production milestones and big-cap investment are driving momentum in materials and mining today. From Eldorado's first copper concentrate to a $2.5B steel mill rebuild and new recycling funding, action is picking up across the chain.
- Materials & Mining Wrap - Jun 8ABTC reclaimed a $115m DOE grant for a Tonopah lithium refinery, Scorpio Gold reported a notable drill intercept, and Sandvik won a major equipment order. Policy, price forecasting and execution will matter next.
- Materials & Mining: Copper, Lithium, and Policy - Jun 8High-grade copper hits in Labrador and Orla Mining restarts Camino Rojo, while DLE lithium and policy moves keep the critical minerals story alive. You’ll want to weigh demand drivers against steel overcapacity and price forecasting risks.
- Materials & Mining: Critical Minerals Shift - Jun 7Governments and companies shifted the critical minerals debate from commodity cycles to industrial competition, while China’s new emphasis on solar recycling aims to secure long-term feedstocks. Heading into Monday's open, attention will be on policy follow-through and which miners and recyclers stand to benefit.
- Materials & Mining: Supply, Tech Gains - Jun 7Partnerships, patents and new plant plans dominated the headlines, with REalloys securing priority rare earth supply, a Texas LFP cathode project moving forward, and recycling pilots showing big efficiency gains. Heading into the long weekend, investors should watch binding deals, drill results and regulatory deadlines.
- Materials & Mining: Rare-Earth, Recycling, Battery - Jun 6A wave of supply agreements, recycling tech wins, and battery cathode projects set the tone for the Materials & Mining sector heading into the long weekend. Read how rare earth access, LFP cathode buildouts, patents and exploration programs could shape supply chains next week.
- Materials & Mining: Rare Earths, LFP and Patents - Jun 6US supply deals and factory plans are building momentum across rare earths, battery cathodes and recycling tech. Read what happened as of Friday, Jun 5 and what you should watch over the long weekend.
- Materials & Mining: Rare Earths, LFP Plants - Jun 5U.S. rare earth supply deals, a planned LFP cathode plant in Texas, and several recycling tech wins set the tone for the Materials & Mining sector on Jun 5. Investors should watch project timelines, permitting and upcoming drill results.
- Materials & Mining: Project Momentum and REE Risks - Jun 5Project wins, drilling starts and recycling expansion set the tone for Materials & Mining on Jun 5. Confirmed REE mineralisation and a CRU-led copper study highlight both opportunity and strategic risk.
- Materials & Mining Momentum Builds - Jun 4Project approvals, supply deals and AI infrastructure headlines drove activity in Materials & Mining today. From a 50 MW AI data center LOI to high‑grade gold discoveries, the sector showed fresh catalysts and policy tailwinds.
- Materials & Mining: Domestic Supply Momentum - Jun 4Domestic supply and exploration headlines dominated overnight, from renewed magnesium and rare earths focus to new drilling and remediation initiatives. Read what moved the sector and what you should watch today.
- Materials & Mining Momentum - Jun 3Today’s wrap spotlights a new EPA superfund cleanup push, fresh momentum in domestic rare earths and scandium, and active drilling plus recycling M&A. Read on for what you need to watch tomorrow.
- Materials & Mining: Rare Earths Rise, Drilling Starts - Jun 3USA Rare Earth will spend $1.2bn on a South Carolina magnet and metals plant while Leviathan launches a 10,000m drill campaign in Botswana. Recycling and critical-minerals stories underline growing demand and policy focus.
- Materials & Mining Momentum on Jun 2Critical-mineral supply deals, fresh copper drilling and corporate M&A set the tone in Materials & Mining today. You’ll see progress on rare earth supply chains and new exploration that could move the needle.
- Materials & Mining Morning Brief - Jun 2A union blockade halting Orla Mining operations contrasts with consolidation moves at Cigar Lake and fresh exploration gains in Cornwall. Read what that means for rare earths, uranium and recycling today.
- Materials & Mining Mixed Signals - Jun 1 WrapPolicy momentum for U.S. rare earths and new project activity were balanced by a high-profile trade secrets lawsuit and a mine rescue at Petra Diamonds. Read what matters for your portfolio heading into Tuesday.
- Materials & Mining: Growth, Deals, Legal Fight - Jun 1Acquisitions, project backing and recycling tech are front and center in the Materials & Mining sector today. Read on for overnight deals, an industry AI rollout, and a rare earth legal clash that could reshape supply chains.
- Materials & Mining: Rare Earths, Lithium Demand - May 31Deals, demand signals and recycling tech led sector headlines heading into the long weekend. Read why rare-earth talks, lithium demand from electric mining gear, and supply-chain chokepoints matter for your exposure.
- Materials & Mining Momentum, Risks - May 30A new CMP report flags downstream chokepoints while deals, offtake talks and recycling tech point to rising demand for critical minerals. Read what matters heading into the long weekend.
- Materials & Mining: Supply Chains, Deals and Drilling - May 30Partnerships and project activity dominated the materials and mining headlines heading into the long weekend, while a new report flags downstream chokepoints. Read what you need to know about demand signals, recycling tech and near-term catalysts.
- Materials & Mining Momentum, May 29 WrapDemand signals from lithium-powered mining equipment and fresh recycling tech drove the sector today, while a critical-minerals report flagged downstream chokepoints. Read what moved markets and what you should watch next.
- Materials & Mining: Metals, Deals & Circularity - May 29Capital and policy momentum hit the Materials & Mining sector on May 29, with Boston Metal raising $75M, Red Mountain taking full ownership of a tungsten project, and new e-waste recovery rights granted. Read what this means for supply chains and recycling trends.
- Materials & Mining: Supply & Strategy Focus - May 28Today’s Materials & Mining stories balance strategic deals and operational wins against structural supply risks. From Energy Fuels' ASM move to PureCycle's ISO nod, the sector shows selective momentum and policy headwinds.
- Materials & Mining: Permits, Deals, Recycling - May 28Permits, government approvals and new commercial deals drive momentum across recycling, critical minerals and mine services. Read what to watch today and upcoming catalysts.