Base Metals
The U.S. Has a Powerful Tool to Fix Its Critical Mineral Problem
President Trump has been relatively aggressive to ensure critical mineral supply. More deals appear to be on the way.
2 minute read
How the U.S. Will Break China’s Rare Earth Dominance—and How to Play It
China controls about 85% of global processing capacity. The Department of Defense has a plan to rectify that.
Long Read
Apple, UnitedHealth, Nebius, Wolfspeed, Tourmaline Bio, Albemarle, Dell, and More Stock Market Movers
Apple shares slip as the tech company unveils several new iPhones at its annual launch event.
3 minute read
Teck Resources, Anglo American Agree to Merge. The Stocks Are Surging.
Tuesday, Anglo American and Teck Resources announced plans to merge.
2 minute read
Copper Is Struggling. European Defense Spending Could Help.
In the short term, copper may have farther to fall.
2 minute read
Gold Backs Away From Record. WH Says It Will Clarify Bullion Tariffs.
Levies on the precious metal would be another blow for Switzerland, one of the world’s key refining hubs.
1 minute read
What’s Behind a ‘Shocking’ Downward Revision to Payroll Growth
The initial response rate to government surveys of businesses has been low this year, diminishing the reliability of the first estimate of monthly job growth, one economist notes. Plus, investment newsletter commentary on gold, real estate, copper, and shrinking profit margins.
Long Read
Copper Just Endured Its Worst Day Ever. It May Have Further to Fall.
There was a major selloff after the Trump administration announced its copper tariffs. Economic weakness could send prices lower.
3 minute read
Albermarle Stock Drops 10%. The Lithium Rally Is ‘Transitory.’
After a rally, shares of lithium miners were weak to start a new week of trading. What gives?
1 minute read
Freeport-McMoRan Stock Falls on Earnings. Tariffs Could Drive Up Costs.
The mining company says tariffs could cause the cost of goods purchased to rise by 5%.
1 minute read
MP Materials Stock Gained Despite a Big Share Sale. Here’s Why.
Deutsche Bank analyst Corinne Blanchard raised her target price on the rare-earths stock to $67 a share from $20.
3 minute read
Copper Fever Cools. The Case to Sell This Mining Stock.
Tuesday, Morgan Stanley analyst downgraded shares of Freeport-McMo-Ran and Southern Copper
2 minute read
‘Boom.’ Rare-Earth Stock Gets Huge Target-Price Boost. Shares Jump Again.
Canaccord analyst George Gianarikas increased his call on MP Materials stock to $55 a share from $27,.
3 minute read
Copper Fever Is Here. How to Play It.
The commodity’s price is near a record high because of Trump’s trade war. It might be wise for investors to wait for a dip before easing in.
Long Read
MP Materials Stock Soars 51% on a Defense Pact for Rare Earths
The agreements are meant to reduce foreign dependency, mining firm MP Materials said.
3 minute read
Trump’s Copper Gambit Could Be His Riskiest Tariff Move
The levy amounts to a sweeping tax on a component that is critical in the development of the AI economy, not to mention the housing sector.
3 minute read
Mining Stocks Jump as Trump Slaps 50% Tariffs on Copper Imports
Copper futures surged on the news, market the largest single-day dollar and percentage gain on record, according to Dow Jones Market Data.
2 minute read
Why 50% Aluminum Tariffs Won’t Hurt Can Makers. These Companies Will Take the Hit.
Beverage-can producers should be able to manage through the higher levies, Morgan Stanley analyst Stefan Diaz says.
3 minute read
Nucor Stock Rises on Strong Forecast. Steel Dynamics Heads Downward.
Nucor expects earnings of $2.55 to $2.65 a share., while the consensus call on Wall Street is that the result will be $2.36 a share.
1 minute read
Miners Scramble to Move Into Copper. 2 Stocks to Consider.
The Big Two—BHP Group and Rio Tinto—and everyone else are switching into copper, whose price has jumped. That takes time, and lots of it.
3 minute read
1 Stock—and 2 Funds—to Buy if There’s No Recession
A slowdown isn’t guaranteed. Look at banks, retail, and copper if one doesn’t materialize.
3 minute read
