The US Government is negotiating with Orion Resource Partners to establish a multibillion-dollar fund for overseas mining projects. The Trump administration has prioritised access to critical minerals like copper, cobalt and rare earths. Bloomberg reports that the collaboration between the US International Development Finance Corporation (DFC) and Orion stems from concerns about supply, particularly China's processing dominance and acquisition of overseas mining assets. The DFC and New York-based Orion a ...

Today, I would like to initiate coverage of the iShares U.S. Thematic Rotation Active ETF (NYSEARCA: THRO ) with a Buy rating. There are two main factors I am basing my rating on: the ETF's convincing performance since itsVasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy ...

Highlights Sumitomo Metal Mining ("SMM") confirms Nano One as a key technology partner as it advances its growth strategy for lithium iron phosphate ("LFP") cathodes. Results from development work and trials, economic modeling and IP review have been positive, thus giving SMM a high degree of confidence in Nano One's proprietary One-Potâ"¢ LFP technology. ...

| | | COMEX黄金 | | COMEX白银 | Nymex铂金 | | Nymex把金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | (截至9月9日) | 발 | 跟上周比较 | 딸 | 跟上周比较 | 目 | 跟上周比较 | 世 | 跟上周比较 | | 管理资金的净多头量 | 518 | -1.5% | 5,874 | -7.9% | 21 | -26. 0% | -18 | +9. 0% | | 多头量 | 620 | -1.2% | 7, 864 | -4. 8% | રત | -16. 5% | 16 | +18. 6% | | 空头量 | 102 | -0. 1% | 1.991 | +5. 8% | 39 | +2. 9% | 34 | +2. 4% | 李冈峰 欧洲天然资源基金 Commodity Discovery 特约分析师 这是一个主要从美国每周的CFTC数据公布基金(Managed Positions)在当地期货市场的各种部署，继而反映 现时市场对贵金属的情绪和对短/中期的一个价格判断。美国每周五收市后 ...

TSXV: PGZÂ |Â OTCQB: PGZFFÂ |Â FRA: 2EU Roger Davey served as Chairman, Atalaya Mining, for a decade supporting the refurbishment, commissioning, and re-start of mining operations at the Riotinto Mine in Spain VANCOUVER, BC , Sept. 17, 2025 /PRNewswire/ - Pan Global Resources Inc. ("Pan Global" or the "Company") (TSXV: PGZ) (OTCQB: PGZFF) (FRA: 2EU) is pleased to announce the appointment of UK-based mining executive Roger Davey to the Company's Board of Directors (the "Board"). ...

市场整体表现 - 亚洲股市多数下跌 因交易员担忧美联储降息幅度不足且保持谨慎态度[1] - 澳大利亚S&P/ASX 200指数下跌61.6点或0.69%至8,816.10点 早前触及8,814.50低点[4] - 日经225指数早盘收于44,995.79点 上涨93.52点或0.21% 早前创45,033.34历史新高[9] - 欧洲市场全线下跌 德国DAX指数重挫1.8% 法国CAC 40指数下跌1% 英国富时100指数下跌0.9%[14] 行业板块表现 - 澳大利亚矿业板块疲软 必和必拓与力拓均下跌超1% Fortescue下跌1.5% Mineral Resources下跌近3%[4] - 能源板块表现强劲 Woodside Energy和Origin Energy均上涨近1% Beach Energy大涨近3%[5] - 科技板块分化 Block上涨近1% WiseTech Global和Xero均上涨超1% Appen下跌近2% Zip下跌近3%[6] - 银行板块普遍走低 澳大利亚国民银行下跌超1% ANZ Banking和Westpac下跌0.2%-0.5%[6] - 黄金矿业股承压 Evolution Mining下跌超1% Northern Star Resources下跌近2% Resolute Mining下跌1.5%[7] 个股重大变动 - 必和必拓宣布暂停昆士兰焦煤矿运营并裁员750人 主因价格低迷及州特许权使用费过高[5] - PYC Therapeutics股价暴跌超28% 因公司宣布CEO兼执行董事Rohan Hockings突然辞职[7] - 日本东京电子大涨超6% 成为科技板块领涨股[10] - 日本化妆品巨头资生堂上涨超3% TDK上涨近4%[11] 大宗商品与汇率 - 原油价格大幅上涨 10月交割西德州中质原油上涨1.22美元或1.93%至每桶64.52美元[15] - 澳元兑美元汇率报0.668[8] - 美元兑日元汇率报146日元区间[12] 区域市场表现 - 新西兰、韩国、新加坡、印尼和台湾市场跌幅介于0.2%-0.9%[13] - 香港恒生指数上涨1.2% 中国和马来西亚市场分别上涨0.2%和0.1%[13] - 美股三大指数小幅收跌 道指下跌125.55点或0.3% 纳指下跌14.79点或0.1% 标普500下跌8.52点或0.1%[14]

协议延期 - 澳大利亚Syrah Resources公司与特斯拉同意延长解决涉嫌违反关键石墨供应协议的最后期限 [1] 业务影响 - 此次延期为公司提供了宝贵的时间来处理协议履行问题 [1]

(Reuters) -Australia's Orion Minerals said on Wednesday it has signed a non-binding term sheet with a unit of global miner Glencore for $200 million–$250 million funding for its Prieska copper-zinc project in South Africa. The diversified metal developer said that the deal includes an offtake agreement with Glencore to sell 100% of zinc and copper concentrates, among others, from the mine for a period ranging between five and 10 years. Orion will receive the funding in two tranches for the construction a ...

公司运营调整 - 必和必拓集团与三菱开发公司各持股50%的合资企业BHP Mitsubishi Alliance将削减昆士兰州煤矿750个工作岗位[1][2] - 位于Dysart的Saraji South煤矿项目将从11月起暂停运营 该矿自1974年开始生产 是澳大利亚按可采煤炭储量计算的最大煤矿之一[2] 行业政策影响 - 昆士兰州政府实施三级煤炭特许权使用费制度 当煤价超过每吨175澳元时税率为20% 超过225澳元时税率为30% 超过300澳元时税率达40%[3] - 公司高管明确表示该决策源于昆士兰政府不可持续的煤炭特许权使用费政策与市场条件的共同影响 并警告昆州煤炭行业正接近危机点[3] 业务结构分析 - 煤炭并非必和必拓主要盈利来源 铁矿石和铜业务贡献的利润显著高于煤炭[5] - 公司作为全球最大矿商之一 业务范围覆盖铁矿石、铜、钾肥、煤炭和镍等多种资源[1]

Toronto, Ontario--(Newsfile Corp. - September 16, 2025) - Avalon Advanced Materials Inc. (TSX: AVL) (OTCQB: AVLNF) ("Avalon" or the "Company"), a Canadian critical minerals company advancing lithium and rare earth projects vital to North America's supply chain security, today announced that Scott Monteith, President & CEO, and Lorin Crenshaw, CFO, will participate in the upcoming Water Tower Research Small Cap Symposium Series themed, "Critical Elements Mining and Processing Infrastructure Buildout: A Matt ...