Showing 65–79 of 79 items from the last 14 days
Cameco has shut down its Cigar Lake uranium mine due to disruptions at Orano's McClean Lake mill, with expectations for mill resumption in approximately two weeks. Supply interruptions in upstream uranium processing directly impact reactor fuel availability and nuclear energy production timelines.
Read original →In its latest gold appraisal, industry body the World Gold Council says the performance of the gold price in the first half of this year has underscored a sensitivity to shifting macroeconomic conditions, geopolitical risk and investor sentiment, while highlighting the growing influence of global, particularly Asian, demand. In the council’s ‘Gold Mid-Year Outlook 2026: Point break’ report, authors Juan Carlos Artigas, Taylor Burnette and Dr Fergus O’Connor have highlighted that the price of gold soared to record highs in January, crossing above $5 500/oz before dipping to below $4 000/oz in late June. Down roughly 7% since January, gold nonetheless ranks among the top commodity performers over the past year.
Read original →London-listed critical minerals exploration and development company Aterian says field operations have started under its recently established strategic joint venture with AI and geology company Lithosquare, marking the transition from partnership formation to active exploration across Aterian's priority projects in Morocco and Botswana. Following a comprehensive technical review of Aterian's exploration portfolio, the joint technical team has developed and started a systematic exploration strategy designed to accelerate discovery, improve drill targeting and unlock value across Aterian's critical minerals assets.
Read original →LSE-listed Rainbow Rare Earths reports that, over the first half of this year, work at its Phalaborwa project, in Limpopo, South Africa, has continued to focus on optimising and simplifying the flowsheet to enhance the plant operability and reduce risk when moving to commercial scale. In an update to the market on the definitive feasibility study (DFS) that is under way at the project, the company notes that Phalaborwa will be the first to commercially recover rare earth elements from phosphogypsum, which is a waste material from phosphoric acid production.
Read original →Exxaro Resources appointed Shireen Naidoo and Kefilwe Bopape as nonexecutive directors effective July 1, with Naidoo also joining risk and social responsibility committees. Board composition changes at major diversified resource producers signal shifts in governance and stakeholder accountability priorities.
Read original →South32 signed a binding agreement to sell Hillside Aluminium in South Africa to Alcoa for up to $5.6 billion, with Alcoa also acquiring the idled Bayside smelter property. This M&A transaction consolidates South Africa's aluminum smelting capacity under a major global producer and signals continued capital reallocation in primary metals.
Read original →Matt Fernley, managing director of Battery Materials Review, states that rare earth and battery materials demand fundamentals are improving but investor sentiment has not yet recovered, reflecting a market focused on short-term headlines over structural demand drivers. This disconnect suggests significant upside potential for investors who recognize the longer-term supply-demand imbalance in critical materials for battery production.
Read original →Gold prices have declined 15% over the past three months and 7.5% year-to-date, marking the worst quarter in 13 years. Prolonged gold price weakness reduces revenue for mining companies and may delay expansion projects, affecting both exploration budgets and capex in the broader mining sector.
Read original →Australia's resource sector is reaching all-time highs in 2026 across multiple commodity categories. Elevated prices and production economics may accelerate rare earth and critical mineral project development in Australia, potentially addressing supply chain concentration concerns for downstream manufacturers.
Read original →The updated resource supports a larger operation, BMO mining analyst says.
Read original →Tech will trial at Gibraltar mine in British Columbia, Canada’s second largest open-pit copper operation.
Read original →The project would initially begin with a demonstration plant capable of producing 1,000 tonnes per annum of monazite concentrate.
Read original →Fortuna Silver Mines is advancing the $1 billion Diamba Sud gold project in Senegal, with feasibility studies exceeding prior forecasts according to BMO analyst commentary. The capital commitment signals continued West African mining expansion despite macroeconomic headwinds.
Read original →Neo Energy Metals advanced uranium and gold projects in South Africa while undergoing corporate restructuring, with shares appreciating 87% from £0.52 to £0.975 between April and June 2024. Stock performance reflects investor confidence in uranium-gold portfolio advancement amid energy transition demand.
Read original →TomaGold reported a major 204.25-meter intersection in the Berrigan Deep Zone grading 2.05% zinc equivalent (0.48 g/t gold equivalent), extending the company's zinc and precious metals resource at depth. This result indicates the mine's economic potential and expands accessible ore reserves, relevant to zinc supply and precious metals investors.
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