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

Kitco Mining Channel

US House Democrat blasts Commerce’s ‘highly concerning’ $1.6B USA Rare Earth deal

A senior House Democrat accused US Commerce Secretary Howard Lutnick on Thursday of structuring Washington’s $1.58 billion investment into USA Rare Earth in a way that gives the government “highly concerning” leverage over the company while boosting Lutnick’s family-run investment firm.

Mar 20, 2026 - 4:23 PM

SQM-Codelco tie-up to submit environmental study for Salar Futuro lithium project in June

Novandino Litio, the joint venture between Chile’s Codelco and SQM, will submit the environmental impact study for its Salar Futuro lithium project in June, local media reported on Thursday.The project is estimated to cost between $2 billion and $3.5 billion.Salar Futuro aims to produce 280,000 to 300,000 metric tons of lithium carbonate equivalent (LCE) annually.Codelco chairman Maximo Pacheco told journalists that Salar Futuro represents the most important challenge for the partnership.Codelco’s 2026 copper production will exceed 2025 levels, Pacheco said.

Mar 19, 2026 - 3:47 PM

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

Argentina’s San Juan mining province aims to become a major copper exporter by 2035, the province’s production minister told Reuters, projecting that the province’s annual copper exports could reach a value of between $15 billion and $20 billion by that year.Situated in the Andes Mountains near Argentina’s border with Chile, San Juan does not currently produce copper, but is home to four significant copper projects: Vicuña (a joint venture between BHP and Lundin Mining), Los Azules (McEwen Copper), El Pachón (Glencore), and Altar (Aldebaran Resources).

Mar 19, 2026 - 10:40 AM

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

Britain will lower its tariff-free quota on imported steel and double the tariff on imports exceeding that quota, the government said on Thursday, launching a plan to protect its small but strategically and politically sensitive steel sector.Steelmakers have struggled to survive in the birthplace of the Industrial Revolution after decades of decline driven by long-term de-industrialization and, more recently, by high energy costs and a global glut of cheap steel.

Mar 19, 2026 - 10:36 AM

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

China’s government on Thursday told Chinese businesses operating in Zimbabwe to “strengthen risk prevention and compliance awareness” after the country suspended exports of raw minerals and lithium concentrates.Africa’s top lithium producer announced the suspension of mineral exports on February 25, citing alleged malpractices and leakages.Chinese mining firms including Zhejiang Huayou Cobalt, Sinomine, Chengxin Lithium Group, Yahua and the Tsingshan Holding Group dominate Zimbabwe’s lithium and chrome mining sectors.

Mar 19, 2026 - 10:33 AM

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

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

Bahrain’s Alba routes aluminum exports via Jeddah due to Hormuz closure

Vatican pushes investors to exit mining sector

China’s rare earth exports rise, shipments to US fall

Kitco Mining Channel

US House Democrat blasts Commerce’s ‘highly concerning’ $1.6B USA Rare Earth deal

SQM-Codelco tie-up to submit environmental study for Salar Futuro lithium project in June

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

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