The Metalnomist
Independent metals/mining analyst covering offtakes (tungsten), new bauxite projects, DRC copper/cobalt supply and geopolitics; links to detailed writeups.
Henan Zhongfu to Build $2bn Aluminium Complex in Egypt
Henan Zhongfu plans a $2bn Egyptian aluminium complex in the Suez Canal Economic Zone. https://www.metalnomist.com/2026/06/henan-zhongfu-egyptian-aluminium.html
Chifeng Gold to Boost Laos Rare Earth Production with Xiamen
Chifeng Gold plans to raise Laos rare earth output and build separation capacity with Xiamen Tungsten. https://www.metalnomist.com/2026/06/chifeng-gold-laos-rare-earth-output.html
EU Stainless Tube Trade Rerouted by CBAM and Data Centers
EU stainless tube trade shifts as CBAM, imports, automotive decline and data centres reshape demand. https://www.metalnomist.com/2026/06/european-stainless-tube-trade-shifts-as.html
Hailiang Launches $566M Saudi Copper JV
Hailiang plans a $566mn Saudi copper JV with pipe, bar, recycling and foil capacity. https://www.metalnomist.com/2026/06/hailiang-saudi-copper-jv-targets-middle.html
Nickel Spread Tightens Amid Oversupply, Rising Costs
NPI–class I nickel spread narrows as oversupply pressures metal while ore and MHP costs rise. https://www.metalnomist.com/2026/06/npiclass-i-nickel-spread-narrows-as.html
Safran Installs 30,000‑ton Forging Press for Jet Parts
Safran will add a 30,000t forging press in France to support jet engine and aerospace parts output. https://www.metalnomist.com/2026/06/safran-forging-press-expansion.html
Element 25 Secures $18M to Boost US Battery Manganese
Element 25 raises $18mn to expand Butcherbird manganese output for its US battery-grade refinery. https://www.metalnomist.com/2026/06/element-25-butcherbird-manganese.html
EPA Challenges ADI's Arizona Cast House Air Permit
ADI’s Arizona aluminum cast house faces an EPA petition challenging its state air permit. https://www.metalnomist.com/2026/06/aluminum-dynamics-arizona-cast-house.html
Energy Fuels on Track for 2026 Uranium Guidance
Energy Fuels expects to meet 2026 uranium guidance by midyear as White Mesa output rises. https://www.metalnomist.com/2026/06/energy-fuels-uranium-guidance-could-be.html
VW Pauses US ID.4 Production, Pivots to Atlas SUV
Volkswagen will halt US ID.4 production as weak EV demand shifts focus to Atlas SUV output. https://www.metalnomist.com/2026/06/volkswagen-id4-production-halt-shows-us.html
NioCorp Secures Traxys Offtake for Elk Creek Metals
NioCorp signs Traxys offtake deal covering Elk Creek ferro-niobium, scandium, titanium and rare earths. https://www.metalnomist.com/2026/06/niocorp-traxys-offtake-agreement.html
China NdFeB Magnet Production Surges on NEV, Robot, Wind Demand
China NdFeB magnet output rose in 2025 as NEV, robot and wind demand strengthened. https://www.metalnomist.com/2026/06/china-ndfeb-magnet-output-rose-in-2025.html
Leapmotor to Launch Brazil Flex‑fuel REEV with Gasoline‑ethanol Range Boost
Leapmotor will develop a flex-fuel REEV in Brazil using gasoline and ethanol range extension. https://www.metalnomist.com/2026/06/leapmotor-flex-fuel-reev-targets.html
Indonesia's Low 2026 Nickel Quota Sparks Supply Worries
Indonesia approved only 190mn-200mn t of 2026 nickel mining quotas, raising ore supply concerns. https://www.metalnomist.com/2026/06/indonesia-nickel-mining-quota-approval.html
UBTech Robot Boom Sparks Fresh Rare‑Earth Magnet Demand
UBTech humanoid robot sales surged in 2025, pointing to new rare earth magnet demand. https://www.metalnomist.com/2026/06/ubtech-humanoid-robot-ubtech-humanoid.html