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Notizie e sviluppi

Titoli e sintesi da editori nominati che coprono minerario, metalli, energia, nucleare e semiconduttori. Non ripubblichiamo mai un articolo e non ne scriviamo mai uno sotto il nome di un editore.

Krolewska Huta Prezydent mine headframe · Aleksander Siermontowski (1889-1942) · Public domain · Wikimedia Commons

Fonti attualmente nel feed: OilPrice.com · World Nuclear News · CleanTechnica · MINING.COM · The Northern Miner · Mining Technology · U.S. Energy Information Administration · IEEE Spectrum · BBC News · Seeking Alpha · Reuters · GuruFocus · Phys.org · Invezz · European Commission · The Motley Fool · Barrons · Finbold · MarketBeat · TechCrunch. Ogni voce rimanda all'editore. I riassunti sono il testo del feed dell'editore, troncato.

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Vietnam bans exports of listed raw materials and titanium, in force January 2026

Vietnam's export ban, enacted in 2012 and in force in January 2026, covers raw materials of iron, lead-zinc, chromite, manganese, apatite, rare earths, and deeply processed titanium. The policy limits foreign access to these materials in their unprocessed or semi-processed forms from Vietnam.

Scheda dati dell'atlante02 Sep 2026Policy Visualizza i dati →

Tajikistan bans exports of metal waste and scrap, in force January 2026

Export bans on scrap metal are typically introduced to preserve raw material availability for domestic industries. Tajikistan's ban on metal waste and scrap exports, originally enacted in 2020 and still in force in January 2026, restricts the amount of this material that can leave the country for foreign buyers.

Scheda dati dell'atlante02 Sep 2026Policy Visualizza i dati →

North Korea holds 78 thousand metric tons of molybdenum reserves in 2025

Molybdenum is used to strengthen steel and is important in oil refining and chemical processing industries. North Korea's recorded reserves of 78 thousand metric tons of molybdenum in 2025 place it among the countries with quantified holdings of this industrial metal.

Scheda dati dell'atlante02 Sep 2026Reserves Visualizza i dati →

Norway holds 37,000 thousand metric tons of titanium mineral concentrate reserves in 2025

Titanium mineral concentrates are the raw feedstock for titanium metal and titanium dioxide, used in aerospace, paints, and coatings. Norway's reserves of 37,000 thousand metric tons in 2025 establish it as a significant holder of this material in the global resource base.

Scheda dati dell'atlante02 Sep 2026Reserves Visualizza i dati →

Australia holds 25,000,000 metric tons of nickel reserves in 2025

Nickel is essential for stainless steel and electric vehicle batteries, making reserve figures relevant to long-term industrial planning. Australia's 25,000,000 metric tons of nickel reserves in 2025 represent one of the largest national stockpiles of this material in the world.

Scheda dati dell'atlante02 Sep 2026Reserves Visualizza i dati →

The U.S. imports 98% of its xenon consumption in 2025

Xenon is used in ion propulsion systems for satellites, medical imaging equipment, and high-intensity lighting. In 2025, the United States sources 98% of its xenon from abroad, meaning domestic industries that rely on xenon have very limited insulation from foreign supply disruptions.

Scheda dati dell'atlante02 Sep 2026Import reliance Visualizza i dati →

The U.S. relies on imports for 100% of its rubidium in 2025

Rubidium is used in atomic clocks, research equipment, and some specialized electronics. In 2025, the United States produces none of its own rubidium, making it entirely dependent on foreign sources for this material.

Scheda dati dell'atlante02 Sep 2026Import reliance Visualizza i dati →

The U.S. imports 93% of its krypton consumption in 2025

Krypton is used in specialist lighting and laser systems, including those with aerospace and defense applications. In 2025, the United States sources 93% of its krypton from outside its borders, leaving domestic users exposed to foreign supply conditions.

Scheda dati dell'atlante02 Sep 2026Import reliance Visualizza i dati →

China produces 69% of the world's indium in 2025

Indium is widely used in flat-panel displays and thin-film solar cells, making it important to both consumer electronics and renewable energy sectors. In 2025, China accounts for 69% of world indium production, leaving most of the global market reliant on one dominant source.

Scheda dati dell'atlante02 Sep 2026Concentration Visualizza i dati →

China supplies 100% of the world's gallium production in 2025

Gallium is a key material in semiconductors and LED technology, and no country other than China is recorded as producing it in 2025. This means the entire global supply of gallium for electronics manufacturing originates from a single country.

Scheda dati dell'atlante02 Sep 2026Concentration Visualizza i dati →

China accounts for 88% of world bismuth production in 2025

Bismuth is used in pharmaceuticals, solders, and as a non-toxic substitute for lead in several applications. In 2025, China produces 88% of the world's bismuth, so manufacturers in other countries have limited alternative sources for this material.

Scheda dati dell'atlante02 Sep 2026Concentration Visualizza i dati →

China produces 75% of the world's vanadium in 2025

Vanadium is used in steel alloys and large-scale batteries, making its supply chain relevant to construction and energy storage industries worldwide. In 2025, China accounts for 75% of world vanadium production, meaning most countries depend heavily on one source for this material.

Scheda dati dell'atlante02 Sep 2026Concentration Visualizza i dati →

Dalla stampa

Tungsten surge transforms Northcliff’s Sisson economics

The open-pit operation would produce 598,000mtu of tungsten trioxide annually, plus 4.2 million lb. of molybdenum.

MINING.COM02 Sep 2026, 21:18 UTCMining

SW US mine rush collides with water limits

Washington’s push to mine more copper and lithium in the U.S. Southwest is running into a harder limit than permitting: whether projects can secure enough water to operate for decades... The post SW US mine…

The Northern Miner02 Sep 2026, 21:00 UTCMining

SW US CEO chat: Gunnison Copper seeks government cash and partner

Gunnison Copper’s (TSX: GCU; US-OTC: GCUMF) role in helping reduce U.S. dependence on imported red metal now turns more on how it’s financed than on the rocks in Arizona. Backed... The post SW US CEO chat…

The Northern Miner02 Sep 2026, 20:45 UTCMining

SW US mine rush collides with water limits

The gap between a legal right and a secure physical supply is becoming more apparent in the US critical mineral production.

MINING.COM02 Sep 2026, 20:30 UTCMining

End of a dollar-centered world nears, gold to replace some bonds, fund manager says

We're in a very early part of a generational boom market in commodities, says Willem Middelkoop.

MINING.COM02 Sep 2026, 20:23 UTCMining

US Forest Service signs off on South32 Hermosa’s mine plan in Arizona

Hermosa hosts one of the world’s largest undeveloped zinc deposits, a battery-grade manganese deposit and the emerging Peak copper discovery.

MINING.COM02 Sep 2026, 20:02 UTCMining

Tungsten surge transforms Northcliff’s Sisson economics

Northcliff Resources’ (TSX: NCF; US-OTC: NCFFF) new feasibility study for the Sisson tungsten-molybdenum project in New Brunswick puts its post-tax value at more than four times the cost to build... The post…

The Northern Miner02 Sep 2026, 20:00 UTCMining

Podcast: Gold dealers face ‘credit crunch’, ft CPM Group’s Jeffrey Christian

This week’s episode features Jeffrey Christian, managing partner at CPM Group, in conversation with host Adrian Pocobelli on the broader macroeconomic factors affecting the gold market. Christian discusses the…

The Northern Miner02 Sep 2026, 19:30 UTCMining

Eldorado eyes bigger McIlvenna Bay copper mill

The operation is expected to average 41 million lb. of copper, 20,000 oz. of gold and 444,000 oz. of silver annually.

MINING.COM02 Sep 2026, 19:00 UTCMining

Eldorado eyes bigger McIlvenna Bay copper mill

Eldorado Gold (TSX: ELD; NYSE: EGO) is studying a 43% expansion of its McIlvenna Bay processing plant and a new silver-lead circuit as the Saskatchewan copper-zinc-gold-silver mine ramps towards commercial...…

The Northern Miner02 Sep 2026, 19:00 UTCMining

Strike to begin at Sibanye-Stillwater’s US operations

A walkout by about 750 workers threatens output at the Stillwater East mine and Columbus processing facilities in Montana.

MINING.COM02 Sep 2026, 18:39 UTCMining

There’s no shortage of copper, it’s just in the wrong place

Reuters columnist Andy Home brought his analysis on copper and the everchanging metals market to the Northern Miner podcast.

MINING.COM02 Sep 2026, 18:27 UTCMining

Diablillos drilling reveals encouraging near-surface mineralization

Diablillos is one of Argentina's largest undeveloped precious-metals projects.

MINING.COM02 Sep 2026, 17:14 UTCMining

Liontown to earn up to 100% interest in Centenario lithium project

The farm-in agreement with NEXT Lithium gives Liontown an opening to build its brine capability early on.

MINING.COM02 Sep 2026, 16:32 UTCMining

China’s biggest lithium mine loses licence

Analysts nearly halve CATL’s Jianxiawo output forecast for the year as environmental hurdles delay a sustained return to production. The post China’s biggest lithium mine loses licence appeared first on The…

The Northern Miner02 Sep 2026, 15:00 UTCMining

Sponsored video: Gold miner Erdene outlines Mongolia exploration along regional belt

Erdene Resource Development (TSX: ERD; US-OTC: ERDCF), which produces gold from Mongolia’s Bayan Khundii mine through a 50:50 joint venture with Mongolian Mining, is advancing exploration along the region’s…

The Northern Miner02 Sep 2026, 14:41 UTCMining

China’s biggest lithium mine loses licence

Analysts nearly halve CATL’s Jianxiawo output forecast for the year as environmental hurdles delay a sustained return to production.

MINING.COM02 Sep 2026, 12:00 UTCMining

Axiant hits ASX after Core Lithium completes spinout

The A$8-million float gives investors direct access to Core’s gold and non-lithium assets while Core keeps a 33% stake.

MINING.COM02 Sep 2026, 11:45 UTCMining

Sponsored video: AME urges tax fix to advance projects

A gap in Canada’s exploration tax incentives is making it harder to finance the studies needed to turn mineral discoveries into mines, the Vancouver-based Association for Mineral Exploration says in... The…

The Northern Miner02 Sep 2026, 11:00 UTCMining

BHP commercial chief exits amid China iron ore strain

Rag Udd’s departure leaves new CEO Brandon Craig with a critical leadership vacancy as Beijing pushes miners for better terms.

MINING.COM02 Sep 2026, 10:59 UTCMining

BHP commercial chief exits amid China iron ore strain

BHP (ASX, LSE, NYSE: BHP) chief commercial officer Rag Udd will leave the world’s largest miner at the end of January, opening a key leadership vacancy as China intensifies pressure... The post BHP commercial…

The Northern Miner02 Sep 2026, 10:59 UTCMining

Can digitised colonial records unlock the DRC’s mineral exploration potential?

DRC access to historical geological records held in Belgium; can AI turn them into a resource for mineral exploration; DRC colonial records The post Can digitised colonial records unlock the DRC’s mineral…

Mining Technology02 Sep 2026, 10:14 UTCMining

Liontown to acquire up to 100% of Centenario lithium project

Liontown has signed a binding farm-in agreement with NEXT Lithium to acquire up to a 100% stake in the Centenario lithium brine project, located in Salta Province, Argentina. The post Liontown to acquire up to…

Mining Technology02 Sep 2026, 10:08 UTCMining

Talisman Metals renews Fougnar Project licences in Morocco

Talisman Metals has confirmed the renewal of licences 3942418 and 3942419, which together make up the Fougnar Project located in Morocco. The post Talisman Metals renews Fougnar Project licences in Morocco…

Mining Technology02 Sep 2026, 08:16 UTCMining

Metso to supply process technology for GTK Mintec plant in Finland

Metso has signed an agreement with the Geological Survey of Finland (GTK) to engineer and deliver process technology for GTK Mintec’s new pilot plant located in Outokumpu, Finland. The post Metso to supply…

Mining Technology02 Sep 2026, 08:11 UTCMining

How robotics and automation are building the mine of the future

Mine of the future: engineering professor Steve Schafrik and Epiroc's Brad Baillio discuss robotics' role in safer, more productive mines. The post How robotics and automation are building the mine of the…

Mining Technology02 Sep 2026, 07:00 UTCMining

KOSPI tumbles despite chip buybacks: how much support can they really provide?

South Korean stocks sank on Wednesday as a renewed surge in oil prices and global bond yields hit the KOSPI's heavyweight technology and industrial names, turning Seoul into one of Asia's weakest major…

Invezz02 Sep 2026, 00:45 UTCMining

Tesla Stopped Reporting Solar Numbers 10 Quarters Ago. Now the Solar Roof Is Gone, Too.

Tesla stopped taking Solar Roof orders as of Aug. 20 and told its certified installers it will no longer supply the tiles, Electrek reported. Tesla hasn't reported a solar deployment figure since the fourth…

The Motley Fool02 Sep 2026, 00:41 UTCMining

Samsung, SK Hynix stocks sink 3% as a new risk hits the AI memory trade

Samsung Electronics and SK Hynix shares fell about 3% Wednesday as a fresh macro shock hit the AI-memory trade. Samsung traded at 252,750 won in early Seoul dealings, down 3.16%, while SK Hynix dropped 3.6% to…

Invezz01 Sep 2026, 23:20 UTCMining

Greenland Resources gets $120M LOI from Nordic Investment Bank for Malmbjerg project

Exploitation licence granted by the government gives it a “dominant mineral licence position” on the island’s east coast, the company says.

MINING.COM01 Sep 2026, 21:55 UTCMining

SW US CEO chat: Hudbay builds copper giant

Hudbay Minerals (TSX, NYSE: HBM) says it can build two of the largest planned U.S. copper mines without issuing equity, thanks to a financing package backed by offtaker Mitsubishi, streamer... The post SW US…

The Northern Miner01 Sep 2026, 19:30 UTCMining

Editorial: The money is already here

Despite a sharp escalation in the Canada-U.S. trade dispute, global investors are already voting with their wallets ahead of Prime Minister Mark Carney’s Sept. 14-15 investment summit in Toronto. Total... The…

The Northern Miner01 Sep 2026, 19:15 UTCMining

Drone wars deepen West’s critical minerals squeeze

Drones deployed in the Russia-Ukraine war account for an estimated 4% of global germanium demand, adding pressure to a small critical minerals market dominated by China, according to BMO Capital... The post…

The Northern Miner01 Sep 2026, 19:10 UTCMining

Collective extends Colombia’s Apollo on 15-g/t gold hit

Collective Mining extended its Apollo system in Colombia, with initial resource expected to be issued this month.

MINING.COM01 Sep 2026, 19:09 UTCMining

Sibanye OKs copper-gold projects on two continents

Sibanye-Stillwater (JSE: SSW; NYSE: SBSW) has approved its Mt Lyell copper-gold project in Tasmania and Burnstone gold project in South Africa, advancing two long-life developments as stronger metals prices…

The Northern Miner01 Sep 2026, 19:03 UTCMining

SW US CEO chat: Energy Fuels pivots to rare earths

Energy Fuels (TSX: EFR; NYSE-A: UUUU) is increasingly pinning its future on rare earths rather than uranium, with the Colorado‑based miner now expecting most of its earnings to come from... The post SW US CEO…

The Northern Miner01 Sep 2026, 18:30 UTCMining

ACG starts copper concentrate output in Turkey

ACG Metals (LSE: ACG) produced the first copper concentrate from its Gediktepe mine in Turkey, marking its transition from precious metals as it targets full sulphide production by the end... The post ACG…

The Northern Miner01 Sep 2026, 17:58 UTCMining

Gold price erases 2026 gains as Fed hike bets climb to 70%, silver slides

Bullion’s three-day slide has erased almost all of its 2026 gain, but the miners are coming off their best August since at least 1994.

MINING.COM01 Sep 2026, 17:25 UTCMining

Collective extends Colombia’s Apollo on 15-g/t gold hit

Collective Mining (TSX, Nasdaq: CNL) has extended its Apollo system in Colombia 100 metres north after two drill holes targeting the deeper Ramp zone unexpectedly cut a new mineralized breccia... The post…

The Northern Miner01 Sep 2026, 16:47 UTCMining

Sibanye Stillwater Limited (SBSW) Q2 2026 Earnings Call Transcript

Sibanye Stillwater Limited (SBSW) Q2 2026 Earnings Call Transcript

Seeking Alpha01 Sep 2026, 16:44 UTCMining

ACG Metals produces first copper concentrate at Turkish mine

The company transitioned its Gediktepe mine from precious metals and zinc to copper production.

MINING.COM01 Sep 2026, 16:08 UTCMining

Copper price stalls short of record as Chile’s storm-hit output slumps to 2011 low

Comex stockpiles have swollen to almost three times the copper left in LME warehouses as traders keep pushing metal into the US ahead of January's duty.

MINING.COM01 Sep 2026, 16:03 UTCMining

Forget Waiting for a Dip: Tesla's Best Entry Point Is Now, and Here's How to Buy

Tesla's recent stock pullback looks more like a buying opportunity than a reason to keep waiting for a "perfect" price. The company's real upside will depend on its ability to turn its Cybercab, Optimus, and…

The Motley Fool01 Sep 2026, 15:50 UTCMining

Drone wars deepen West’s critical minerals squeeze

15 million drones are set for deployment in the Russia-Ukraine war, marking the start of mass drone warfare.

MINING.COM01 Sep 2026, 15:47 UTCMining

Tesla's French Registrations Nearly Quadrupled While Norway Fell 79%

Tesla (TSLA) fell 3.02% intraday as August registration data across Europe came in split. Registrations, a proxy for sales, rose 279% in France and 104% in Denm

GuruFocus01 Sep 2026, 15:19 UTCMining

ASML Scores €2,350 UBS Target With 61.7% Upside

ASML Holding (ASML), the Dutch semiconductor-equipment heavyweight, scored a massive €2,350 price target from UBS—roughly 61.7% above Tuesday's Amsterdam cl

GuruFocus01 Sep 2026, 15:07 UTCMining

Tesla stock falls 3%: here's what's dragging the stock down today

Tesla stock TSLA fell 3% on Tuesday, giving back part of its 5.5% gain from the previous session as investors reassessed the company's robo-taxi prospects and digested mixed vehicle registration data from…

Invezz01 Sep 2026, 14:13 UTCMining

RareX starts first RC drilling at Khaleesi complex in WA

RareX has begun its first reverse circulation (RC) drilling campaign at the Khaleesi Alkaline Intrusive Complex in Western Australia (WA). The post RareX starts first RC drilling at Khaleesi complex in WA…

Mining Technology01 Sep 2026, 13:16 UTCMining

US copper output forecast to expand by 8.4% in 2026

Looking ahead to 2026, the copper output in the United States (US) is anticipated to increase by a robust 8.4% over 2025. The post US copper output forecast to expand by 8.4% in 2026 appeared first on Mining…

Mining Technology01 Sep 2026, 13:14 UTCMining

Sibanye Stillwater: The Bull Case Just Got Stronger

Sibanye Stillwater Limited remains a leading global PGM and gold producer with expanding battery and base metals exposure. My Buy rating on SBSW has outperformed the S&P 500 but lagged sector ETFs like GDX and…

Seeking Alpha01 Sep 2026, 13:14 UTCMining

Sibanye-Stillwater to build new copper, gold mines on two continents

The miner is advancing new mines in Australia and South Africa as stronger metals prices boost earnings and shareholder returns.

MINING.COM01 Sep 2026, 13:03 UTCMining

Epiroc secures underground equipment order from MMG

Epiroc has received an order valued at approximately Skr610m ($64m) from MMG for underground mining equipment to be used at the Khoemacau Copper Mine in northwest Botswana. The post Epiroc secures underground…

Mining Technology01 Sep 2026, 13:02 UTCMining

Australia copper output set to contract for fourth consecutive year in 2026

Australia’s copper production declined by 3.5% in 2025, primarily driven by the closure of Glencore’s Mount Isa copper mine in July 2025. The post Australia copper output set to contract for fourth consecutive…

Mining Technology01 Sep 2026, 12:57 UTCMining

Waymo goes on offense ahead of Tesla's Cybercab launch

Waymo argued last week that fully autonomous vehicles are not possible without using a mix of sensors, and that “pure end-to-end” AI systems are not safe enough — shots at Tesla, despite the Alphabet-owned…

TechCrunch01 Sep 2026, 12:49 UTCMining

Tesla sales in Portugal fall 37% y/y in August

Tesla's new car registrations in ​Portugal fell by ​36.5% in August from ⁠a year ago ​to 148 units, even ​as new registrations of light electric vehicles grew ​by 65.2%, the ​country's automobile industry…

Reuters01 Sep 2026, 12:16 UTCMining

TSMC's $269 Billion Expansion Puts Its 67.7% Margin in Focus

Taiwan Semiconductor Manufacturing (TSM), the world's largest contract chipmaker, jumped into the geopolitical spotlight Tuesday as Taiwan sold its democratic s

GuruFocus01 Sep 2026, 12:09 UTCMining

Elon Musk Talks AI, Robots, and a ‘Crisis of Power' at G20 Meeting

Tesla and SpaceX CEO Elon Musk offered big predictions for AI and humanoid robots while warning of a “crisis of power.”

Barrons01 Sep 2026, 11:39 UTCMining

TCL sues Samsung for false advertising over 'Mini LED' televisions

Chinese consumer electronics company TCL has sued South Korea's Samsung in Los Angeles federal court, accusing its rival of falsely advertising some televisions as ​using "Mini LED" technology.

Reuters01 Sep 2026, 11:28 UTCMining

Tesla touts European supervised self-driving safety data ahead of EU vote

Tesla's supervised self-driving technology recorded 4.1 times fewer collisions than manually driven Tesla cars in the five European countries where it is permitted, the ​automaker said on Tuesday, as it steps…

Reuters01 Sep 2026, 11:18 UTCMining

Larvotto joins antimony ranks as Hillgrove springs back to life

The restart of Hillgrove’s mine in Australia gives Western buyers a major new source of the strategic metal.

MINING.COM01 Sep 2026, 10:57 UTCMining

Larvotto joins antimony ranks as Hillgrove revives

Larvotto Resources (ASX: LRV) has started antimony and gold production at its Hillgrove mine in Australia, adding a major Western source of a strategic metal whose supply is dominated by... The post Larvotto…

The Northern Miner01 Sep 2026, 10:57 UTCMining

Op-Ed: Venezuela mining revival threatens isolated Indigenous peoples

A critical-minerals rush could expose isolated communities to disease, violence and forest loss without stronger safeguards.

MINING.COM01 Sep 2026, 10:45 UTCMining

Freeport-McMoRan: The Trailing Multiple Is Describing An Accident

Freeport-McMoRan offers direct copper exposure, with operational recovery at Grasberg and significant leverage to rising copper prices. FCX trades at 5.5x forward EBITDA versus a historical average of 8.25x…

Seeking Alpha01 Sep 2026, 10:29 UTCMining

Sibanye Gold H1 Earnings Call Highlights

Sibanye Gold NYSE: SBSW reported record revenue and operating cash flow for the first half of 2026, supported by higher commodity prices and stable operating delivery across its South African gold and…

MarketBeat01 Sep 2026, 10:04 UTCMining

How ASML Can Hit $1 Trillion Value and Why the China Threat Is Overblown

ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.

Barrons01 Sep 2026, 09:59 UTCMining

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Cleveland-Cliffs is North America's largest flat-rolled steel producer, trading at a discount despite recent EBITDA growth and strong automotive contracts. CLF's upside case hinges on contract resets and…

Seeking Alpha01 Sep 2026, 09:53 UTCMining

LG Energy signs lithium carbonate deal with Smackover

LG Energy Solution has entered into a binding offtake agreement with Smackover Lithium for 8,000 metric tonnes of battery-quality lithium carbonate. The post LG Energy signs lithium carbonate deal with…

Mining Technology01 Sep 2026, 09:48 UTCMining

Rio Tinto’s Barton joins Carney’s $1T investment drive

High-profile executive and former diplomat Dominic Barton will lead the federal agency charged with promoting foreign investment in Canada.

MINING.COM01 Sep 2026, 08:55 UTCMining

Tesla stock officially enters a bull market: Is TSLA to $500 next?

Tesla (NASDAQ: TSLA) has officially entered a bull market after rallying more than 20% from its July lows, closing at $367 on August 31 following a 5.51% daily gain.

Finbold01 Sep 2026, 08:49 UTCMining

GrafTech plans shutdown of Monterrey graphite facility in Mexico

GrafTech International has disclosed plans to permanently shut down its graphite electrode manufacturing plant located in Monterrey, Mexico. The post GrafTech plans shutdown of Monterrey graphite facility in…

Mining Technology01 Sep 2026, 07:42 UTCMining

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