Commodities
Is Gold’s Resistance to Inflation About to be Upended?
In the history of economics, gold has held a special place as an anchor of the global financial system for most of history. It is only in recent years, after the end of the dollar’s convertibility into gold in 1971,…
Jonathan Schramm
PMET Resources Lifts Contained Caesium 55% at Quebec Project
PMET Resources announced its fifth consolidated mineral resource estimate for the wholly owned Shaakichiuwaanaan project in Quebec’s Eeyou Istchee James Bay region on November 3, 2026, reporting a 55% increase in contained caesium. The update adds the newly estimated Helios…
Blue Moon Metals Ends Ropa Acquisition and Completes Ontario Continuance
Blue Moon Metals Inc. announced on October 30, 2026 that its proposed acquisition of a portfolio of 33 tungsten and antimony projects in the western United States, first announced on August 11, 2026 with consideration that included 2.8 million common…
Rio Tinto Restarts Oyu Tolgoi Underground Operations After Rockfall
Rio Tinto said in an update datelined London at 1100 GMT on 30 October 2026 that underground operations at the Oyu Tolgoi copper mine in Mongolia are being progressively restarted following completion of safety reviews, after a seismic event on…
Bloomberg Commodity Index 2027 Target Weights Cut Grains to Record Low
Bloomberg on October 29, 2026 announced the 2027 target weights and composition for the Bloomberg Commodity Index (“BCOM”), with the new target weights scheduled to take effect during the January 2027 roll period. As of January 2027, the index will…
Boliden Q3 Revenue Rises to SEK 30,442 Million as Metal Prices Climb
Swedish metals producer Boliden reported third-quarter 2026 revenue of 30,442 million Swedish kronor (SEK) on October 29, 2026, up from SEK 21,971 million a year earlier, as significantly higher metal prices lifted earnings across its mines and smelters, according to…
IMC Rare Earths Reports Yttrium Grades up to 3,099 Ppm in Brazil
IMC Rare Earths Ltd on October 29, 2026 announced what it described as two high-grade yttrium-rich discoveries at its Itarantim ionic adsorption clay rare earth project in Brazil, reporting a shallow intersection of 7 meters grading 2,052 parts per million…
Grounded Lithium Files Kindersley Lithium Project PFS Technical Report
Grounded Lithium Corp. announced on October 28, 2026 the filing of the pre-feasibility study technical report for the Kindersley Lithium Project in Saskatchewan. The report, titled “NI 43-101 Technical Report: Kindersley Lithium Project – Phase 1 Pre-Feasibility Study” and dated…
Monetary Metals Funds Gold Lease for Kavitha’s UAE Jewelry Expansion
Monetary Metals has completed a gold lease financing transaction for Kavitha Gold and Diamonds, providing jewelry inventory for the retailer’s expansion in the United Arab Emirates. The October 27 announcement adds another UAE jewelry business to the Scottsdale-based company’s marketplace,…
Freeport-McMoRan Q3 Net Income Rises to $1.2 Billion From $674 Million
Freeport-McMoRan reported third-quarter and nine-month 2026 results on October 27, 2026, posting net income attributable to common stock of $1.2 billion, or $0.81 per share, compared with $674 million, or $0.46 per share, in the third quarter of 2025. Revenue…
BHP Copper Production Falls 19% With FY27 Guidance Unchanged
BHP Group reported copper production of 400.7 thousand tonnes (kt) for the quarter ended 30 September 2026, down 19% from 493.6 kt a year earlier, and kept full-year production guidance unchanged across all commodities, according to the company’s operational review,…
CME Group Plans Tungsten Futures Launch on COMEX for Early Q1 2027
CME Group will launch financially settled Tungsten futures with trading to start by early Q1 2027, pending all relevant regulatory reviews, the exchange announced on October 19, 2026. The contract will be listed by and subject to the rules of…
Rio Tinto Reports Q3 Iron Ore Growth and $2 Billion Capital Release
Rio Tinto on 14 October 2026 released its third quarter 2026 production results, reporting global iron ore sales of 90.8 million wet metric tonnes (Mt) on a 100% basis for the quarter, up 3% from a year earlier, and announcing…
Lithium’s Bubble: Lessons for Battery Investors
A technology can change the world without delivering uninterrupted profits to the companies supplying its raw materials. Lithium offers a clear example. Electric vehicles and energy storage created a compelling growth story, but that story did not eliminate commodity cycles.…
Responsible Gold ETPs: Higher Costs, Better Protection?
In a context of high inflation and growing concerns about debt levels, some investors are looking at hard assets, a term that traditionally mostly covered products like gold, but nowadays also includes Bitcoin in the eyes of many. One reason…
Jonathan Schramm
