Europe
Copper Hit $14,527 a Tonne and Every Major Miner Is Scrambling to Ride the Next Leg
Copper hit a record $14,527/t in January as miners post blowout earnings. BHP, Glencore and KGHM ride the rally while a 16-year mine bottleneck looms.
Americas
Brent Hits Six-Month High on Hormuz Risk – but 70% of OPEC’s Spare Capacity Sits Behind the Chokepoint
Brent topped $72 on a $6/bbl risk premium as the US doubled its Gulf air power in three days. The problem: 5.8M bpd of OPEC spare capacity is stuck behind the same strait Iran just closed for live-fire drills.
Americas
Argentina’s $18 Billion Copper Bet Starts From Zero
Vicuña's $18B copper-gold-silver PEA targets 395,000 tonnes of copper a year from San Juan — but Argentina hasn't mined a kilo since Alumbrera closed in 2018.
Commodities
Brent Hits Six-Month High at $71.33 – Trump’s 10-Day Iran Deadline Collides with SCOTUS Tariff Shock
Brent crude hits $71.33 six-month high on Trump's 10-day Iran deadline as SCOTUS strikes down tariff regime and EIA reports a 9-million-barrel inventory draw.
Commodities
First Atlantic Strikes $16M Deal for BC Copper Project
First Atlantic Nickel signed a $16M earn-in deal with Core Critical Metals for Lucky Mike — a BC copper project 20 km from Canada's largest copper mine.
Commodities
Alamos Gold Posts Record $352 Million Free Cash Flow as $5,000 Gold Masks Canadian Mine Struggles
Alamos Gold reports record $352M free cash flow and hikes dividend 60% as $5,000 gold offsets a 4% production drop at its Canadian mines.
Americas
Tether Invests $150M in Gold.com to Expand Crypto-Gold Trading
Tether buys 12% of NYSE-listed Gold.com for $150M, linking its 140-tonne gold reserve and dominant XAU₮ token to a 60-year bullion platform.
Commodities
Qatar’s LNG Dominance Grows as EU Regulations Threaten Supply
Qatar targets 160 million tonnes of LNG output as five energy CEOs unite against EU supply chain rules at LNG2026. With Qatar's EU share down to 6% and Asia absorbing volumes, Brussels' CSDDD retreat and looming methane regulations expose Europe's weakening energy position.
Commodities
Americas: Aluminum Stocks Draw Fresh Investor Interest
US aluminum tops $5,000/t as 50% tariffs drain stocks below 300K tonnes. Project Vault, a new Oklahoma smelter and EU carbon wall reshape the market.
Americas
Mexico Secures Gas Deal for Major Methanol Plant in Sinaloa
Mexico's CFEnergía signs gas supply deal with Transition Industries for planned ultra-low carbon methanol plant in second quarter 2026
Commodities
Gold Breaks $5,000 as Europe-US Tensions Drive Safe Haven Rush
Gold hits record $5,000 as Trump's Greenland threats strain US-EU ties. European banks predict rally will continue in 2026.
