Goldman Sachs Lifts 2026 Nickel Forecast on Supply Squeeze
May 11 (Reuters) - Goldman Sachs raised its 2026 average nickel price forecast to $18,500 per metric ton from $17,200 on Monday, citing tighter Indonesian supply due to reduced ore quota allocations and sulfur shortages.
Trump Pushes Stricter Buy American Rules for Federal Purchases
Trump said Sunday that federal agencies must prioritize American-made products in government purchasing, touting efforts to tighten enforcement of "Buy American" policies and limit exceptions that allow foreign goods. https://t.co/kmbwc5U72S
Cultivate Community and Place to Preserve Virtue Amid Technology
“The challenge is how to live with virtue and technology when technology tends to erode virtue and place and human texture. Our response must be to cultivate habits, community and a revivification of place.” https://t.co/6TIFWcz4Ji
Rio Tinto Mulls Increasing Stake in Los Azules Copper Project
Exclusive: Rio Tinto considers raising stake in Argentina's Los Azules copper project, sources say https://t.co/U24wosHp3b
Lithium Prices Surge; Albemarle Beats Profit Forecast
Lithium prices are marching higher ... @AlbemarleCorp's quarterly profit was more than double Wall Street's expectations. $ALB https://t.co/jtunCdXDQu
G7 Plans Permanent Body to Steer Critical Minerals Agenda
Exclusive: G7 in talks to set up permanent unit to oversee critical minerals agenda https://t.co/wXp74jX9mG
Guyana President Highlights Critical Minerals for Energy Security
The president of oil-rich Guyana acknowledges that critical minerals are increasingly important to global energy security: https://t.co/5En2yVW5nl
The Metals Company Anticipates US Mining Permit Within Year
Deep-sea mining firm The Metals Company expects to be permitted by U.S. officials within a year $TMC $TMRC https://t.co/CweqKG1g93
Big‑law Mining Firms Scramble for Scarce Mineral‑law Talent
Big Law mining practices are straining to keep up with the surge of US critical minerals projects, as lawyers with specialized skills for the work are in short supply. https://t.co/kgtyuQXyRn
US Has Lithium Projects, Lacks Processing Capacity
Also: the US doesn’t lack for prospective lithium projects. What it lacks is processing capacity.
Trump Signs Bill to Advance Twin Metals Copper‑nickel Project
Trump signed this bill today, giving a big boost to Antofagasta's Twin Metals copper/nickel project in northern Minnesota
Freeport Confident on Acid Supply, Eyes 2027 Risks
Copper giant Freeport-McMoRan isn't worried—yet—about access to sulfuric acid, a key chemical for processing. $FCX Freeport operates four smelters. Each one produces sulfuric acid as a byproduct and the company sells acid in Europe and Asia. The company does buy...
Apache Stronghold Sues to Undo Rio Tinto Land Swap
Apache Stronghold had filed a lawsuit aiming to reverse a land swap that gave @RioTinto control of Arizona land needed to build one of the world’s largest copper mines
UN: Renewables Boom Demands Massive Critical Mineral Mining
On Earth Day, UN Secretary-General calls for unleashing "the renewables revolution" - a push that inevitably will require far more mining/processing of critical minerals
Lithium Deficit Persists Until 2035, Requires Massive Investment
Canaccord expects lithium markets to slip into deficit this year and remain there until at least 2035, calls for "significant investment in new supply" https://t.co/folUunEI4w