
We know it’s coming. The US government knows it’s coming. And there’s nothing they can do about it.
Believe us, they are trying.

We know it’s coming. The US government knows it’s coming. And there’s nothing they can do about it.
Believe us, they are trying.
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Higher NdPr output and price protection lifted MP's earnings, while a smaller cash reserve keeps funding and commercial magnet sales in focus.
Nov 5, 2026 · 3 min read

Codelco cuts its 2026 copper production outlook. We separate the lower supply forecast from a historical reporting error still under investigation.
Nov 5, 2026 · 3 min read

Natascha Viljoen's reported US$2.9 million disposal combines tax withholding with a smaller planned sale. Her Form 4 separates the transactions.
Nov 5, 2026 · 3 min read

Albemarle's Q3 lithium pricing lifted earnings and cash flow, but its outlook warns of weaker fourth-quarter margins as capital spending falls.
Nov 4, 2026 · 2 min read

Agnico Eagle and Wheaton rally after the US election lifts gold prices. For holders, diesel bills and stream deliveries still shape the cash return.
Nov 4, 2026 · 3 min read

Freeport's Bagdad approval targets added copper from mid-2030, with a multiyear construction bill arriving before the new production.
Nov 4, 2026 · 2 min read