India’s gold import reliance rises as domestic output stays near 1.5 tonnes
India consumes nearly 1,000 tonnes of gold annually while domestic mining output is about 1.5 tonnes per year, leaving a large gap between demand and...
Tag : finance
Australia’s LNG reservation overhaul: mandatory 20% domestic supply rule from 2027 reshapes gas security, contracts and investment risks
Australia is moving toward a structural change in how its liquefied natural gas market is governed, with a planned mandatory 20% LNG domestic supply obligation...
Coronado sells Logan Mining Complex in West Virginia as metallurgical coal pressures reshape operator strategies
Global metallurgical coal markets are entering a period of portfolio readjustment in 2026, with producers increasingly choosing to exit or shrink exposure to assets that...
Australia’s critical minerals push deepens as lithium, copper and uranium demand intersects with defence and supply-chain security
Australia’s mining sector is entering a new investment phase as critical minerals and energy-linked commodities gain momentum across global markets. During CW21, capital flows strengthened...
Mining capital markets enter a strategic repricing cycle as critical minerals, processing control and industrial policy reshape valuation
Mining finance is moving into a structural repricing phase in 2026, with investors increasingly treating the sector as an input to industrial strategy rather than...
Far East tightens control of critical minerals and battery supply chains as export rules and AI demand reshape markets
Markets across China, Japan, South Korea and Southeast Asia are entering a more tightly managed phase of competition for critical minerals and battery materials. During...
European mining stocks rally on strategic metals demand, EU policy tailwinds and a shift toward copper and critical minerals
European investors are increasingly treating mining as a strategic allocation rather than a pure bet on commodity cycles, with shares in the sector posting one...
Europe’s critical minerals push shifts from deposits to financing, refining and stockpiles as China’s processing dominance tightens the race
Europe’s raw materials agenda is entering a new phase where capital markets, industrial policy and security requirements are being treated as one system. Over the...
Europe shifts critical minerals policy into an industrial emergency footing, targeting processing independence, stockpiles and EU-backed financing across strategic supply chains
Europe’s mining and critical raw materials sector is moving from planning to execution as governments, traders, producers and manufacturers accelerate efforts to secure access to...
Europe’s critical minerals scramble intensifies as the EU targets Chinese processing dominance, expands stockpiles, and reshapes mining finance from spot deals to secured supply.
The European Union’s push to secure critical raw materials is moving from strategy documents into deal-making and industrial planning, with a central question now dominating...