The US Defense Logistics Agency (DLA) is planning to purchase scandium oxide worth up to $40m (£29.62m) from Rio Tinto over the next five years to enhance the US defence stockpile, reported Reuters. The move aims to secure a stable supply of scandium, a rare earth element (REE) critical to Western defence and technology sectors, following China's imposition of export controls. The agency intends to acquire 6.4 tonnes (t) of scandium oxide within the five year period, beginning with nearly 2t in the first ...

Vancouver, British Columbia--(Newsfile Corp. - September 23, 2025) - Trinity One Metals Ltd. (TSXV: TOM) ("Trinity One" or the "Company") is pleased to announce that as a result of strong investor demand, the Company has increased the aggregate proceeds of its previously announced non-brokered private placement from $400,000 to $600,000.Under the terms of the upsized non-brokered private placement the Company proposes to issue up to a total of 12,000,000 units (each, a "Unit"), at a purchase price of $0.05 ...

核心观点 - 刚果（金）结束为期7个月的钴出口禁令 自10月15日起实施出口配额制度 未来两年配额规模低于下游需求 导致钴资源供应趋紧[1][3][9] - 全球钴库存临近见底 禁令解除后产业链面临供需再平衡挑战 中国企业加速开拓多元供给渠道以应对供应风险[2][7][11] 政策变动与市场影响 - 刚果（金）钴出口禁令于10月15日结束 改为配额制 2024年剩余时间允许出口1.8万吨钴 2026年和2027年每年最高出口量9.66万吨[1][3][9] - 刚果（金）钴矿储量600万吨 全球占比55% 2024年钴产量22万吨 全球占比76% 政策变动直接影响全球钴供需平衡[3] - MB钴(标准级)价格从2月底低点9.95美元/磅反弹 累计涨幅超63% 现货市场电解钴价格单日上涨1750元/吨(涨幅近1%)[4][6] - 企业普遍暂停报价观望 部分试探性报价 贸易商投机性囤货 下游询盘活跃但低价货源稀缺[4] 产业链动态与库存情况 - 出口禁令期间无一斤钴离开刚果（金） 库存消耗至不足支撑年内正常运作 大型冶炼厂原料备货周期从三四个月清空[7] - 洛阳钼业上半年钴产量6.1万吨(同比增长13%) 但库存量激增35.09%至5.7万吨 因伴生钴随铜增产积压当地[7] - 下游调整产品结构：四氧化三钴开工率53%(同比增26%) 钴酸锂销量同比增长56.64% 资源向氯化钴和硫酸钴倾斜[6] 配额制度与供应缺口 - 配额目标将全球钴库存削减至"约一个月需求量"水平 远低于历史常备库存三四个月[9] - 首批10月发货仅3600吨 全部发往中国仅满足国内月消费量1/3 到货周期需2个月[9] - 年配额9.66万吨不足需求：中国年需约10万吨钴金属量原料 海外还需2万-3万吨[10] 多元供给渠道开拓 - 印尼成为重要钴资源替代来源：格林美印尼项目上半年自产钴金属3667吨(同比增长125%) 青山控股、华友钴业、宁德时代均布局印尼项目[11] - 钴回收商业性提升：格林美2023年钴回收量超1万吨(全球第一) 预计2026-2027年动力电池回收达高峰 缓解供应压力[11] - 中国企业加速海外资源开发与回收 格林美在韩国、印尼设回收工厂 构建全球解决方案[11][12]

Global Global Markets Strategy 19 September 2025 J P M O R G A N Global Commodities The Week in Commodities This is a summary note that consolidates the latest views of our global commodity strategists published over the week; to read detailed reports, refer to the hyperlinks. It also contains hyperlinks to other related research/podcasts on the global commodities market. Global Commodities: Party like a semiquincentenarian—Commodities rally 15% over benign cutting cycles Oil Flash Note: Ukraine steps up at ...

BHP Group Ltd (QBE Insurance Group Ltd (BHP share price in focusThe ASX:BHP ) share price has jumped 1.0% since the start of 2025. The ASX:QBE ) share price is tracking 28.6% off its 52-week lows.BHP Group (formerly known as BHP Billiton) is a diversified natural resources company founded in 1885 that produces commodities for energy use and manufacturing.BHP’s core business lines are mineral exploration and production. BHP’s assets, operations and interests are separated into three focus areas: copper and r ...

With significant upside potential, Freeport-McMoRan Inc. (NYSE:FCX) secures a spot on our list of the Top 15 Stocks to Buy in 11 Different Sectors for the Next 3 Months. Freeport-McMoRan Inc. (FCX) Reports an Incident at Its Grasberg Block Cave Underground Mine in Central Papua, Indonesia On September 8, 2025, Freeport-McMoRan Inc. (NYSE:FCX) reported an incident at its Grasberg Block Cave underground mine in Central Papua, Indonesia, where a significant flow of wet material temporarily trapped seven con ...

TMC the metals company (NASDAQ: TMC ) is a Canada-based pre-revenue mining company, with a subsidiary, The Metals Company USA LLC. The company focuses on the deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper and cobalt. The content of these nodules makesI am a long-term investor focused on growth markets, AI and biotech opportunities in my more volatile portfolio. I try to look for undervalued and under-the-radar stocks with serious potential and good scientific ...

TMC the metals company (NASDAQ: TMC ) is a Canada-based pre-revenue mining company, with a subsidiary, The Metals Company USA LLC. The company focuses on the deep-sea collection of polymetallic nodules containing high levels of nickel, manganese, copper and cobalt. The content of these nodules makesI am a long-term investor focused on growth markets, AI and biotech opportunities in my more volatile portfolio. I try to look for undervalued and under-the-radar stocks with serious potential and good scientific ...

黄金期货价格表现 - 黄金期货价格创历史新高 [1] 矿业公司股价表现 - Newmont Corporation股价上涨17%至8308美元 触及三年高点8380美元 年初至今累计上涨123% [2] - Pan American Silver Corp股价上涨23%至3730美元 触及四年高点3816美元 年初至今累计上涨85% [2] - Freeport-McMoRan Inc股价微涨02%至4504美元 过去九个月累计上涨14% [3] 期权交易特征 - Newmont Corporation波动率指数为35% 处于年度16百分位以下 [3] - Pan American Silver Corp波动率指数为41% 处于年度16百分位以下 [3] - Freeport-McMoRan Inc波动率指数为36% 处于年度16百分位以下 [3]

TORONTO, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Nebari Partners, LLC (“Nebari”) announces that through Nebari Natural Resources Credit Fund II, LP (the “Lender”) it has entered into a second agreement to amend its credit agreement (the “Loan Agreement”) with Abcourt Mines Inc. (“Abcourt” or the “Corporation”) pursuant to which an additional USD$2,000,000 is made available as a loan to the Corporation (the “Upsized Loan”). In connection with the closing of the Upsized Loan, the Abcourt issued 14,395,259 non-tran ...