Mining

There is still plenty of upside in the mining sector as bull market euphoria has yet to materialize, says Soar Financial CEO

(Kitco News) - After more than a decade of lackluster price action, the mining sector has started to see some significant momentum, and if sentiment at this year’s Prospectors & Developers Association of Canada (PDAC) 2026 Conference is any indication, the new bull market cycle for miners is just getting started.

Mar 04, 2026 - 4:23 PM

Willem Middelkoop: Why global price discovery is permanently migrating to Shanghai

Mar 05, 2026 - 1:04 PM

Alpha, Beta, and the Capital Allocation Test Emerging in Gold

2 hours ago

Indonesia nickel processing utilization to drop amid lower nickel ore production quota

Mar 06, 2026 - 4:03 PM

South African miners to bid for manganese export terminal concession

Mar 06, 2026 - 2:49 PM

Pricey gold keeps Indian buyers away; China demand steady

Mar 06, 2026 - 2:13 PM

Kitco Mining Channel

Aluminium resumes ascent, eyes best week in 18 months as Mideast war intensifies

March 6 (Reuters) - Aluminium prices rose again on Friday after snapping a three-day winning streak in the previous session, and were heading for their biggest weekly jump in more than 18 months as supply concerns ‌due to the U.S.-Israel war on Iran intensified.Benchmark three-month aluminium on the London Metal Exchange was up 1.9% at $3,360 per metric ton in official open outcry activity, close to a near four-year peak of $3,418 struck on Wednesday as the Mideast crisis threatened to cut off aluminium shipments from the region via ⁠the Strait of Hormuz.

Mar 06, 2026 - 9:22 AM

War Risk Lifts Gold as Record Margins and Mega Deals Reshape Mining Strategy

(Kitco News) Escalating geopolitical tension is intersecting with record profitability in the gold sector and a renewed surge in multi-billion-dollar mining transactions, according to Neil Adshead, Consultant Analyst at the Commodity Discovery Fund.

Mar 05, 2026 - 12:47 PM

Venezuela mining reform coming soon, acting president says

Venezuela’s interim President Delcy Rodriguez said on Wednesday a reform of the country’s main mining law will be submitted in coming days to the country’s legislature, after a meeting in Caracas with US Secretary of the Interior Doug Burgum, where the two officials hailed cooperation on minerals and a shared desire to pave the way for investment.

Mar 05, 2026 - 12:40 PM

Perth Mint gold sales more than double in February; silver up 11.7%

The Perth Mint’s gold product sales more than doubled in February from the previous month, while silver sales rose 11.7%, the refiner said on Thursday.The Perth Mint, owned by the government of Western Australia, is the world’s leading producer of newly mined gold. It is also the largest refiner by volume in Australia, according to its website.The Perth Mint’s sales of gold coins and minted bars surged 131% to 67,249 ounces in February, a surge from 29,103 ounces in January. On a year-on-year basis, sales were up about 168%.

Mar 05, 2026 - 11:03 AM

China to strengthen development of rare earth industry over 2026-2030

China said on Thursday that it would strengthen the competitiveness of its dominant rare earths industry in the next five years, according to its 15th Five-Year Plan.The world’s largest producer of various critical minerals crucial to energy transition also said it would enhance and improve its export control systems.(Reporting by Beijing newsroom; Editing by Muralikumar Anantharaman)

Mar 05, 2026 - 11:01 AM

Impala Platinum cool on new projects despite price rally

The current rally in prices of platinum group metals does not justify new mining projects given the industry still faces the long-term threat from the growing adoption of electric vehicles, Impala Platinum CEO Nico Muller said on Thursday.Unlike conventional vehicles, electric cars do not need emission-curbing catalytic converters, which have been for decades a key source of demand for platinum.The precious metal’s prices more than doubled in 2025 and hit a record of more than $2,700 an ounce in late January, amid tight supply from major producer South Africa.

Mar 05, 2026 - 10:53 AM

Record turnout at PDAC 2026 highlights renewed investor interest in mining

(Kitco News) - After years of being ignored, the mining sector is seeing a resurgence of interest as a record number of people attended the Prospectors & Developers Association of Canada (PDAC) hosted its annual convention.

Mar 04, 2026 - 6:26 PM

Canada advocates buyers’ alliance to tackle critical minerals supply concentration

Canada believes that the best way to address the issue of concentrated supply of critical minerals is through a production alliance or a buyers’ club rather than just a price floor, Energy and Mining Minister Tim Hodgson told Reuters on Tuesday.

Mar 04, 2026 - 5:56 PM

Aluminium Bahrain declares force majeure on contracts

Aluminium Bahrain, which runs one of the world’s biggest smelters, warned customers on Wednesday it had halted shipments due to the widening Middle East conflict, exacerbating supply concerns after a Qatari smelter shutdown a day earlier.Aluminum prices on the London Metal Exchange jumped as much as 5.1% to $3,418 a ton after the news, their strongest since April 2022, and analysts said prices could go still higher since about 8% of world supply is produced in the region.

Mar 04, 2026 - 5:54 PM

Belgian museum, US mining company at odds over colonial-era Congo

A US mining company backed by billionaires Jeff Bezos and Bill Gates is in a tangle with Belgium’s AfricaMuseum over who should digitize antique maps of what is now the Democratic Republic of Congo in the museum’s archive.Mining startup KoBold Metals said it had offered to support the DRC in digitizing the colonial-era archive, stored on museum shelves stretching some 500 metres and containing millions of documents that record how Congo’s mineral wealth was mapped and exploited.

Mar 04, 2026 - 4:44 PM

Vale cleared to restart operations in Congonhas following water overflow halt

Brazilian miner Vale has regained its permit to operate in the city of Congonhas, in Minas Gerais state, after meeting the requirements set by local authorities, the city government said in a statement on Wednesday.Operations at Vale’s Fabrica and Viga mines were halted in January after a water overflow. It is unclear whether the firm can resume operations as the Minas Gerais state government had also suspended activities at the mines.Vale did not immediately respond to a request for comment.(By Marta Nogueira and Isabel Teles)

Mar 04, 2026 - 4:27 PM

Mining

There is still plenty of upside in the mining sector as bull market euphoria has yet to materialize, says Soar Financial CEO

Willem Middelkoop: Why global price discovery is permanently migrating to Shanghai

Alpha, Beta, and the Capital Allocation Test Emerging in Gold

Indonesia nickel processing utilization to drop amid lower nickel ore production quota

South African miners to bid for manganese export terminal concession

Pricey gold keeps Indian buyers away; China demand steady

Kitco Mining Channel

Gulf disruption squeezes Indonesia nickel makers’ sulphur supply

Ghana looks to shift artisanal gold refining amid Dubai flight disruptions

China, US pressure Ghana to halt gold royalty hike

Aluminium resumes ascent, eyes best week in 18 months as Mideast war intensifies

War Risk Lifts Gold as Record Margins and Mega Deals Reshape Mining Strategy

Venezuela mining reform coming soon, acting president says

Perth Mint gold sales more than double in February; silver up 11.7%

China to strengthen development of rare earth industry over 2026-2030

Impala Platinum cool on new projects despite price rally

Record turnout at PDAC 2026 highlights renewed investor interest in mining

Canada advocates buyers’ alliance to tackle critical minerals supply concentration

Aluminium Bahrain declares force majeure on contracts

Belgian museum, US mining company at odds over colonial-era Congo

Vale cleared to restart operations in Congonhas following water overflow halt