Korea Zinc’s US Smelter: A $7.4 Billion Bet on Critical Minerals Security In a world increasingly concerned with supply chain vulnerabilities, Korea Zinc’s bold $7.4 billion investment in a US-based smelter signals a significant shift in the landscape of critical…
The End of an Era? Zero Copper Processing Charges and the Future of Mining The copper mining industry is facing a seismic shift. In a landmark agreement, Chilean miner Antofagasta and a Chinese copper smelter have settled on treatment and…
** Cautiously Optimistic: Navigating the Mining and Metals Sector in 2026** Introduction: Charting a Course Through Uncertainty The mining and metals sector stands at a fascinating crossroads as we approach 2026. The global economy’s fluctuating pulse, the relentless march of…
Zero Copper Processing Charges: How Miners are Gaining and Smelters are Losing in 2025 The copper mining industry is currently experiencing a seismic shift. Treatment and refining charges (TC/RCs), the fees miners pay smelters to process copper concentrate into refined…
Critical Minerals ETF: 7 Powerful Trends Shaping Investment in 2026 The world is undergoing a massive transformation, driven by technological advancements and a global push for clean energy. This transformation hinges on a group of elements you might not think…
Berenberg’s Mining Outlook 2026: Navigating Volatility with Strategic Asset Allocation The mining sector is bracing for a year of active portfolio management as commodity prices and share performance are expected to be volatile. Investors are encouraged to adopt strategic asset…
Korea Zinc’s $7.4B Tennessee Smelter: A Strategic Play for Critical Minerals Dominance Global supply chain vulnerabilities are escalating, with geopolitical tensions reshaping industrial strategies worldwide. In a bold move to address these challenges, Korea Zinc, one of the world’s largest…
De-Risking Your Portfolio: A Framework for Assessing Risk in Critical Mineral Supply Chains The global shift towards clean energy and advanced technologies has triggered an unprecedented surge in demand for critical minerals. These minerals, essential for everything from electric vehicles…
Beyond Rare Earths: Investment Opportunities in Undervalued Critical Minerals for 2026 The global race for critical minerals is intensifying, and 2026 is shaping up to be a pivotal year. While rare earth elements have dominated headlines, a broader range of…
The Earth’s Hidden Cost: Unveiling the Environmental Impact of Ethical Rhodium Mining Rhodium, a rare and lustrous platinum-group metal (PGM), is primarily known for its catalytic properties in automotive catalytic converters, significantly reducing harmful emissions. But what about the environmental…