Base Metals
What Happens If the U.S. Can’t Get Enough Magnesium? You Don’t Want to Find Out.
National security relies on reviving magnesium production, Jahara Matisek, Alex Grant, and Morgan D. Bazilian write in a guest commentary.
4 minute read
Copper Is the New Gold
The price has risen more than 20% since early July, when President Donald Trump floated the idea of a 50% tariff.
2 minute read
Copper Is at Record Highs. What Chile’s New Leader Means for the World’s Supply.
Chile, the world’s top copper producer, elected a pro-business president, as world copper prices surge to record highs on expected demand from electric vehicles and artificial intelligence data centers.
3 minute read
Freeport Stock Rises on Grasberg Mine Update. What It Means for Copper.
Freeport McMoRan said Tuesday that 2026 production from its Grasberg copper mine in Indonesia should match 2025 output.
2 minute read
Not All Rare-Earth Metals Are Created Equal. What It Means for Investors.
Understanding the rare-earth industry isn’t easy. Investors have no choice but to get up to speed, quickly.
3 minute read
MP Materials Earnings Are in Focus as Rare-Earth Rally Fades
The company reported stronger-than-expected results after the bell.
3 minute read
MP Materials Stock Slumps After Trump Says China Rare-Earth Threat Is ‘Completely Gone.’ The Trade Isn’t.
Shares of MP Materials, USA Rare Earth, and Ramaco Resources were all lower.
2 minute read
Another Rare-Earth Stock Jumps on Government Deal
The aspiring miner had news about a deal with the government and its plan to develop a terminal where it and other miners could store the minerals.
3 minute read
Copper Just Set a Record. The Market’s Already Having Second Thoughts
Economic uncertainty means the gains likely will be short-lived.
3 minute read
Trump and Xi Reached a Rare-Earths Deal. Why MP Materials Stock Is Rising.
China agrees to defer its plan to tighten export controls on rare-earth materials for a year after a meeting between President Donald Trump and Xi Jinping Thursday.
3 minute read
Materials Stocks, Copper Jump After Freeport-McMoRan Earnings. Charts Point to More Upside Ahead.
The iShares U.S. Basic Materials ETF is gaining ground after a period of consolidation.
3 minute read
AI Stocks Aren’t the Only Market Play. How Earnings Are Easing Recession Fears.
Netflix revenue is rising, hiring trends are emerging, Novo Nordisk’s boardroom drama escalates, and more news to start your day.
Long Read
MP Materials Stock Dips Again. How to Navigate the Chaos.
MP surged earlier this week as tensions between the U.S. and China escalated after Beijing tightened export controls on certain rare earth materials
2 minute read
There’s a New Rare-Earth Stock for Investors to Buy
Baird analyst Ben Kallo launched coverage of Ramaco Resources stock with a Buy rating and a $63 price target.
2 minute read
Sell This Lithium Stock, J.P. Morgan Says. Shares Could Fall 50%.
J.P. Morgan analyst Bill Peterson downgraded shares of Lithium Americas from Hold on Thursday.
1 minute read
Trilogy Metals Soared on U.S. Government Stake. Insiders Are Selling Stock.
The Canadian miner’s CFO and five company directors sold shares on Oct. 8 and Oct. 9 after the stock had soared.
3 minute read
The AI Buildout Is Pushing Copper Prices Higher. 3 Stocks to Consider.
Copper prices are up this year but they’ve lagged the spike in gold and other precious metals. That may soon change.
3 minute read
Ford Stock Rallied on Aluminum Shortage. The Pain Has Already Been Felt.
A fire at a supplier of aluminum sheet has left auto makers scrambling for alternatives.
2 minute read
Freeport McMoRan Stock Jumps. Why It Got 2 More Buy Ratings.
An accident at the company’s Grasberg mine in Indonesia has restricted copper production, lending strength to the price of the metal.
2 minute read
Buy Freeport Stock After Mining Accident, BofA Says
BofA is “sufficiently confident” that risks following September’s fatal mining accident are priced in.
2 minute read
Freeport Stock Divides Market After Copper Mine Tragedy. It's Upgraded and Downgraded.
After a tragic accident, Freeport’s copper production from its Grasberg mine in Indonesia will be impacted into 2026, estimates Citi analyst Alexander Hacking.
2 minute read
This Is Wall Street’s Preferred Stock Amid Copper Chaos
Freeport McMoRan’s Grasberg mine tragedy has threatened to roil global copper markets.
4 minute read
Freeport-McMoRan Says Its Gold and Copper Sales Will Drop. The Stock Plunged.
Mining operations have been suspended since a mud rush earlier this month, and the search for five missing workers is ongoing.
1 minute read
Trump Invokes ‘Golden Share’ to Keep Steel Mill Running. What It May Mean for These Stocks.
The Wall Street Journal reports that President Donald Trump invoked his ‘golden share’ to keep U.S. Steel’s Granite City steel mill in Illinois running.
2 minute read
The U.S. Made 50% on Its Intel Stock Purchase. This Investment Did Even Better.
The federal government is up more than $4 billion pm its Intel stock buy.
2 minute read
