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Angola bans exports of quartz and gypsum under a 2024 policy in force January 2026
Quartz is used in semiconductor manufacturing and specialty glass, while gypsum is a primary input for wallboard and cement in construction. Angola's export ban on both materials, in force as of January 2026, restricts access for foreign buyers who had been sourcing quartz and gypsum from Angola.
Vietnam bans exports of raw iron, lead-zinc, chromite, manganese, apatite, rare earths, and deeply processed titanium
Vietnam's export ban, in force as of January 2026, covers a range of raw and semi-processed materials that feed into steel, electronics, fertilizer, and advanced manufacturing supply chains worldwide. Buyers outside Vietnam who previously sourced these materials from Vietnamese exporters must find alternative supply or use more processed forms of the materials.
Indonesia holds 760,000 metric tons of cobalt reserves in 2025
Cobalt is a critical component in lithium-ion batteries used in electric vehicles and portable electronics. Indonesia's reserves of 760,000 metric tons in 2025 position it as a country with a substantial cobalt resource that is relevant to the global battery supply chain.
Greece holds 280,000 thousand metric tons of magnesium compound reserves in 2025
Magnesium compounds are used in refractories that line high-temperature furnaces in steel and cement production, as well as in agriculture and environmental applications. Greece's reserves of 280,000 thousand metric tons in 2025 represent one of the larger national stockpiles of this industrial mineral.
Uzbekistan holds 100,000 thousand metric tons of phosphate rock reserves in 2025
Phosphate rock is the primary raw material for fertilizers that support global food production, and known reserves determine how long a country can sustain or expand its role as a supplier. Uzbekistan's reserves of 100,000 thousand metric tons recorded in 2025 place it among the countries with a significant long-term phosphate resource base.
The U.S. imports 100% of its scandium consumption in 2025
Scandium is used to strengthen aluminum alloys for aerospace and sporting goods, and in solid oxide fuel cells. With a net import reliance of 100% of apparent consumption in 2025, the United States has no domestic scandium production and must source the material entirely from other countries.
The U.S. imports 100% of its arsenic consumption in 2025
Arsenic is used in wood preservatives, semiconductors, and certain glass manufacturing processes. The United States has a net import reliance of 100% of apparent consumption in 2025, meaning no domestic arsenic is produced and the country depends entirely on foreign sources for a material embedded in several industrial supply chains.
The U.S. imports 100% of its strontium consumption in 2025
Strontium compounds are used in pyrotechnics, specialty glass for television screens, and some ferrite magnets. A net import reliance of 100% of apparent consumption in 2025 means the United States produces no strontium domestically and any disruption to foreign supply has an immediate effect on industries that use it.
South Africa mines 71% of the world's platinum in 2025
Platinum is used in catalytic converters, fuel cells, and industrial chemical processes, and has no direct substitute in many of those applications. South Africa's 71% share of world platinum production in 2025 means that events affecting South African mining operations can rapidly affect platinum availability for industries worldwide.
China supplies 75% of the world's vanadium in 2025
Vanadium is added to steel to increase strength and is used in large-scale vanadium redox flow batteries for energy storage. China's 75% share of world vanadium production in 2025 means that steelmakers and battery manufacturers in other countries are heavily dependent on a single national source.
China accounts for 87% of world silicon production in 2025
Silicon is a foundational material for electronics, solar panels, and construction materials such as silicones and sealants. With China supplying 87% of world production in 2025, manufacturers outside China that rely on silicon face limited alternative sources if supply from China is reduced.
China produces 60% of the world's fluorspar in 2025
Fluorspar is a mineral used to make hydrofluoric acid, which in turn is essential for producing refrigerants, aluminum, and semiconductors. When 60% of world fluorspar production comes from China in 2025, disruptions to Chinese output or exports have direct consequences for those downstream industries everywhere else.
Basından
Newmont prices Red Chris expansion at up to $4.8B
Newmont (NYSE, ASX: NEM) put a price of up to $4.8 billion (C$6.4 billion) on taking its Red Chris copper-gold mine underground in British Columbia, with commercial production targeted for... The post Newmont…
Southern Copper weighs $680M Cuajone expansion
Southern Copper (NYSE, BVL: SCCO) is evaluating a $680-million (C$950.6 million) expansion of its Cuajone mine in southern Peru to counter declining ore grades and improve efficiency as the copper... The post…
Newmont prices Red Chris expansion at up to $4.8B
The project in British Columbia would produce an annual average of 275,000–325,000 oz. gold and 65,000–85,000 tonnes copper from 2035 through 2040.
Moon River lifts Davidson value to $1.2B, tungsten output jumps
A new study from Moon River Moly (TSXV: MOO; US-OTC: MRIVF) raises the estimated value of its Davidson molybdenum-copper-tungsten project in British Columbia by 20% and more than quadruples tungsten... The…
Diesel price surge putting mining profits to test
Rising fuel bills are squeezing copper and iron ore producers, while strong bullion prices help miners protect profit margins.
Halo Minerals clears key hurdle at Chile copper project
Local authorities have authorized dredging at Playa Verde, which moves the tailings recovery venture closer to an investment decision.
Spain: Pan Global eyes copper riches in ancient belt
Pan Global Resources (TSXV: PGZ; US-OTC: PGZFF), led by former Rio Tinto (ASX, LSE, NYSE: RIO) exploration director Tim Moody, sees neighbouring plants as a potential route to copper production... The post…
What Southern Copper (SCCO) Said on Its Q3 Earnings Call
Southern Copper NYSE: SCCO reported record quarterly net sales, adjusted EBITDA and net income for the second consecutive quarter, supported by substantially higher copper and by-product prices, while…
Southern Copper Corporation (SCCO) Q3 2026 Earnings Call Transcript
Southern Copper Corporation ( SCCO ) Q3 2026 Earnings Call October 22, 2026 11:00 AM EDT Company Participants Raul Jacob - VP of Finance, Treasurer & CFO Conference Call Participants Carlos de Alba - Morgan…
Southern Copper weighs $680M Cuajone mine expansion
A proposed milling upgrade could boost copper and molybdenum output at the Peruvian operation.
Questcorp to acquire final 49% in North Island Project, Canada
Questcorp Mining has signed an agreement to acquire the remaining 49% interest in the North Island Copper Project near Port Hardy, Vancouver Island, British Columbia, Canada. The post Questcorp to acquire…
Aluminium Gives Up Its War Premium, Copper Stays Elevated
LME Week 2026 kicked off in London on Monday, with industry leaders focused on the macroeconomic outlook for base metals, AI and energy transition demand, as well as critical mineral supply chain resilience.…
Copper Needs $332 Billion in New Mines to Avoid Deficit, BloombergNEF Says
While nine out of ten key energy transition metals are back on track to deliver sufficient supply by 2050, a total of $332 billion of investment is needed in new copper mines to avoid a looming copper deficit…