Mining

Gold miners could double even if bullion stalls, says Ninepoint portfolio manager

(Kitco News) - Gold’s historic rally has captured investors’ attention, and now the real opportunity may lie in gold mining equities, according to one portfolio manager

Mar 13, 2026 - 10:49 AM

Cash-starved junior miners poised for next leg of gold equity rally - Crescat’s Kevin Smith

Mar 12, 2026 - 12:09 PM

Beijing tells Chinese firms to strengthen Zimbabwe risk prevention after mineral export ban

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Kitco Mining Channel

Nippon Steel secures $5.7 billion of loans for US Steel takeover

Nippon Steel has secured loans totalling 900 billion yen ($5.67 billion) from the Japan Bank for International Cooperation (JBIC) and major Japanese private lenders for its acquisition of US Steel, it said in a statement on Wednesday.The lenders include Japan’s three “megabanks” – Mitsubishi UFJ Bank, Sumitomo Mitsui Banking Corporation and Mizuho Bank – as well as Sumitomo Mitsui Trust Bank.($1 = 158.7600 yen)(By Kaori Kaneko and Anton Bridge; Editing by Jamie Freed)

Mar 18, 2026 - 4:07 PM

McEwen Copper plans $300M IPO to finance Argentina project, executive says

Canadian miner McEwen Copper plans to carry out an initial public offering of about $300 million toward the end of this year in a financing push for its Los Azules copper project in Argentina, a company executive said.McEwen Copper is a subsidiary of McEwen Mining, the main shareholder of Los Azules, which is under development in San Juan province.

Mar 18, 2026 - 3:39 PM

Chilean miners to use more seawater to meet rising demand by 2034

Chile’s copper mining industry expects to use significantly more water in its operations by 2034, but seawater should gradually come to replace freshwater as their primary source, a study by state-run copper commission Cochilco said on Wednesday.Many miners operate in northern Chile’s Atacama desert, one of the driest places on earth, and critics say the water intensive processes worsen shortages for farmers and local communities and harm fragile ecosystems.

Mar 18, 2026 - 3:12 PM

Anglo American expects final approval for Teck merger around Q3

London-listed mining company Anglo American expects to get final regulatory approval for its merger with Teck Resources around the third quarter of this year, the company’s Brazil CEO Ana Sanches said on Wednesday.Sanches was speaking at a forum on mining held in Sao Paulo to bring together mining companies and possible investors, organized by the US embassy.In February, Anglo American’s CEO Duncan Wanblad said he expected the deal to be approved by China and South Korea some time between September and March.(By Oliver Griffin)

Mar 18, 2026 - 3:02 PM

US in talks with Brazil on critical minerals, signs Goias deal

The United States is in talks with Brazil to reach a deal on critical mineral supply chains, US Chargé d’Affaires Gabriel Escobar said on Wednesday, despite bilateral diplomatic tensions.He spoke after signing a separate, preliminary agreement with the state of Goias and just before a US embassy-sponsored event between American investors and Brazilian firms looking to produce critical minerals. Citi and Anglo American were among the firms in attendance.

Mar 18, 2026 - 2:55 PM

KoBold Metals targets early-2030s copper output at Zambia project

KoBold Metals, the mining firm backed by US billionaires Jeff Bezos and Bill Gates, has started development of its Mingomba copper project in Zambia, targeting production in the early 2030s, its Africa CEO told Reuters on Wednesday.Zambia, Africa’s second-largest copper producer after Democratic Republic of Congo, aims to more than triple its copper output to 3 million metric tons by 2031, and projects like Mingomba are central to meeting this goal.

Mar 18, 2026 - 2:26 PM

Codelco output drop casts doubt on 2025 year-end spike

Chile’s state-owned copper giant Codelco has reported a sharp drop in production to start this year, leading copper industry analysts and former Codelco executives to question its reports of surging output at the end of 2025 that helped the company meet its annual production target.Last week, Chile’s state copper commission Cochilco reported that Codelco produced 91,000 metric tons, its fourth-lowest monthly production figure this decade. The January figure represents a year-on-year drop of 1.8% and a decline of 47% from December.

Mar 17, 2026 - 3:22 PM

Japan, US to agree joint development of critical minerals this week, Nikkei says

Japan and the United States are set to agree to jointly develop rare earths, lithium and copper at Thursday’s summit, the Nikkei Business Daily reported on Tuesday.Japanese firms Mitsubishi Materials and Mitsui & Co are due to take part in the projects, which include a rare earth refining operation in Indiana and the development of a lithium mine in North Carolina, Nikkei said.

Mar 17, 2026 - 3:08 PM

China, Vietnam should boost cooperation in critical minerals, foreign minister says

China and Vietnam should advance railway connectivity and strengthen cooperation in fields including agriculture, electricity, finance, critical minerals, and scientific and technological innovation, China’s foreign minister said.Foreign Minister Wang Yi made the remarks on Tuesday during a meeting with Vietnam’s Deputy Prime Minister Bui Thanh Son in Hanoi, according to a statement from Wang’s ministry.(By Shi Bu, Yukun Zhang and Ryan Woo; Editing by Aidan Lewis)

Mar 17, 2026 - 3:06 PM

Ghana weighs local bids for $1B revival of Gold Fields’ Damang mine

Ghana is assessing three bids from local investors to take over Gold Fields’ Damang gold mine, which requires up to $1 billion of investment to revive, the mining regulator told Reuters, nearly a year after the government seized control of the asset.Ghana, which is seeking to boost local ownership in its mining sector, rejected Johannesburg-based Gold Fields’ lease‑renewal bid and took control of Damang mine in April, breaking with years of automatic extensions.

Mar 17, 2026 - 3:05 PM

Rosatom redirects hafnium supplies from Europe to Asia

Russia’s state nuclear company Rosatom, the country’s sole producer of hafnium used in high-tech industries, said on Tuesday it had redirected its supplies of the metal from European to Asian markets.Rosatom subsidiary Chepetsk Mechanical Plant, which produces zirconium cladding for nuclear fuel as well as hafnium, has signed more than 10 contracts to supply Russian-made hafnium compounds to countries in South and East Asia, the plant said in a statement.

Mar 17, 2026 - 2:26 PM

Project exits and fiscal tensions highlight rising jurisdiction risk, strategist says

(Kitco News) A series of asset sales and policy disputes is highlighting a persistent challenge for global miners: once projects become large enough, political leverage can shift toward host governments.

Mar 17, 2026 - 12:37 PM

Ruthenium prices hit record high as AI boom squeezes supply

Ruthenium, a minor metal in the platinum-group metals (PGMs), has surged to an all-time high as supply constraints and growing demand linked to artificial intelligence tighten the market, analysts and producers said.Used in electronics, semiconductors, and chemical processing, ruthenium is seeing rising demand from AI-driven data storage and cloud computing. Expansion in data centre capacity is lifting hard disk drive production, where the metal is used in magnetic layers.

Mar 16, 2026 - 4:44 PM

Glencore turns to China exchange stocks to meet cobalt commitments

Commodity trader Glencore has pulled sizeable cobalt stocks from China’s Wuxi exchange to honour commitments to electric-vehicle battery makers in the country, due to limited supply of the material, two sources familiar with the matter said.London-listed Glencore supplies its Chinese clients with cobalt mined in the Democratic Republic of Congo. The central African country accounts for 72% of global supplies estimated at nearly 268,000 metric tons last year, according to Darton Commodities.

Mar 16, 2026 - 4:36 PM

Mining

Gold miners could double even if bullion stalls, says Ninepoint portfolio manager

Cash-starved junior miners poised for next leg of gold equity rally - Crescat’s Kevin Smith

AbraSilver CEO wins Kitco award as 350Moz Diablillos advances toward 2026 FID

Argentine province eyes copper boom with up to $20 billion in exports by 2035

UK to cut steel import quotas, raise tariffs to protect domestic industry

Beijing tells Chinese firms to strengthen Zimbabwe risk prevention after mineral export ban

Kitco Mining Channel

Nippon Steel secures $5.7 billion of loans for US Steel takeover

McEwen Copper plans $300M IPO to finance Argentina project, executive says

Chilean miners to use more seawater to meet rising demand by 2034

Anglo American expects final approval for Teck merger around Q3

US in talks with Brazil on critical minerals, signs Goias deal

KoBold Metals targets early-2030s copper output at Zambia project

Codelco output drop casts doubt on 2025 year-end spike

Japan, US to agree joint development of critical minerals this week, Nikkei says

China, Vietnam should boost cooperation in critical minerals, foreign minister says

Ghana weighs local bids for $1B revival of Gold Fields’ Damang mine

Rosatom redirects hafnium supplies from Europe to Asia

Project exits and fiscal tensions highlight rising jurisdiction risk, strategist says

Ruthenium prices hit record high as AI boom squeezes supply

Glencore turns to China exchange stocks to meet cobalt commitments