
Yangshan Copper Premiums Rise as Import Ratio Recovers
SMM reports a better Shanghai/London price relationship, but tight registered-warrant supply keeps a cost hurdle in China's copper import trade.
Oct 14, 2026 · 3 min read

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The day's news on gold, silver, the miners, copper, uranium, oil and the policy that moves them, in the Equedia Letter's voice.

SMM reports a better Shanghai/London price relationship, but tight registered-warrant supply keeps a cost hurdle in China's copper import trade.
Oct 14, 2026 · 3 min read

Pioneer Minerals brings Andes Exploration into its Argentine gold project, while staged option rights and proposed funding still need approval.
Oct 13, 2026 · 3 min read

September CPI arrives October 14, before the Fed's October meeting. A gold rebound leaves mining shareholders with costs to check.
Oct 13, 2026 · 3 min read

China's firmer yuan fixing changes the reference for dollar conversion. Commodity holders still need settlement rates and physical orders.
Oct 13, 2026 · 2 min read

Higher copper prices can lift Freeport and Teck revenue, but their own disclosures show why sales volumes and cash costs decide the payoff.
Oct 12, 2026 · 3 min read

Saudi airport strikes and Gulf tanker attacks renewed oil supply concerns. For our producers and miners, the next test is actual deliveries.
Oct 12, 2026 · 2 min read

OPEC's chief credits Saudi infrastructure as Aramco describes export flexibility. Your oil holdings still depend on deliveries.
Oct 12, 2026 · 2 min read

Codelco says two subcontractor workers died in the snow avalanche. Open-pit operations were already halted by bad weather.
Oct 11, 2026 · 2 min read

Treasury's October 11 statement repeats an existing benefit. Eligibility, stock-fund limits and withdrawal rules decide what families receive.
Oct 11, 2026 · 3 min read

One worker was rescued after an October 11 mudslide at El Teniente. Two were located, with no operating suspension disclosed in the initial statement.
Oct 11, 2026 · 2 min read

The October 8 restart puts StrikePoint's postclosing working capital near C$90 million. The final issued share count is the holder's next test.
Oct 10, 2026 · 2 min read

EIA expects heating oil bills to jump as gas bills ease. The split rests on distillate stocks, gas storage and a winter weather forecast.
Oct 6, 2026 · 3 min read

The October outlook lifts Brent and WTI forecasts as inventories drain, yet assumes Middle East exports recover. What should you watch?
Oct 6, 2026 · 3 min read

The World Gold Council reports 39 tonnes of net official buying in August. China led, but the next month will test whether demand persists.
Oct 6, 2026 · 3 min read

New EV sales fell, but cars already on the road kept drawing more power. EIA's estimate tests how much load growth utilities can count on.
Sep 30, 2026 · 3 min read

DOE seeks bids to exchange up to 40 million SPR barrels. Bids close October 6; any awards and delivery dates remain unknown.
Sep 29, 2026 · 2 min read

Barr sees AI chip costs reaching other products. The next inflation report and Fed meeting will test what that means for gold.
Sep 29, 2026 · 2 min read

Agnico Eagle shares fell alongside gold futures on Monday. Its October results will give holders a fresh cost and production baseline.
Sep 28, 2026 · 2 min read