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The Forces Powering The 2025 Metal Rally
Forbes· 2025-10-10 11:45
Photo by He Huawen/VCG via Getty ImagesVCG via Getty ImagesMetal stocks have regained popularity. Following a challenging period throughout 2024 with weak demand and declining prices, the sector has surged significantly in 2025. Shares of prominent producers such as Freeport-McMoRan (NYSE:FCX), Cleveland-Cliffs (NYSE:CLF), and ArcelorMittal (NYSE:MT) have experienced rallies as global growth demonstrates renewed vigor, commodity prices rise, and investors shift back to cyclicals. Our dashboard Compare S&P 5 ...
LRT Global Opportunities Strategy: Exxon Mobil Corp (XOM) is Pragmatically Navigating The Global Energy Transition
Yahoo Finance· 2025-10-08 12:19
LRT Capital Management, an investment management company, released its “LRT Global Opportunities Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy leverages a systematic long/short approach to generate positive returns while effectively controlling downside risks and maintaining low net exposure to the equity markets. In September, the strategy returned -8.00% (net), and the YTD return was -0.17%. It was a challenging month for the strategy, as the marke ...
OTC Markets Group Welcomes D3 Energy Limited to OTCQX
Globenewswire· 2025-10-08 11:00
NEW YORK, Oct. 08, 2025 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated markets for trading 12,000 U.S. and international securities, today announced D3 Energy Limited (ASX: D3E; OTCQX: DNRGF), a helium and natural gas exploration company, has qualified to trade on the OTCQX® Best Market. D3 Energy Limited upgraded to OTCQX from the OTCQB® Venture Market. D3 Energy Limited begins trading today on OTCQX under the symbol “DNRGF.” U.S. investors can find current financial disclo ...
Homerun Resources Inc. Financing Updates
Newsfile· 2025-10-06 13:03
Vancouver, British Columbia--(Newsfile Corp. - October 6, 2025) - Homerun Resources Inc. (TSXV: HMR) (OTCQB: HMRFF) ("Homerun" or the "Company") is pleased to announce that the TSX Venture Exchange (TSX-V) has approved the structure of the Company's previously announced $6,000,000 financing with a single institutional investor (the "Offering"). The Company will now proceed to submit its formal application for conditional approval of the Offering. Further details regarding the terms of the Offering and timi ...
La Caisse agrees to acquire Australian renewable company Edify Energy
Yahoo Finance· 2025-09-23 08:31
Global investment group La Caisse has signed a binding agreement to acquire Australian renewable energy company Edify Energy. The transaction, once completed, alongside additional equity funding, is expected to represent an investment of approximately C$1bn ($720m). This investment will support Edify's growth and provide equity to fund two ‘ready-to-build’ integrated solar and battery energy storage system projects totalling 900MW/3,600MWh for offtake partners Commonwealth of Australia and mining company ...
Ivanhoe Mines secures $500m in private placement from QIA
Yahoo Finance· 2025-09-18 10:55
Canadian mining company Ivanhoe Mines has received a $500m (C$688.63m) investment from the Qatar Investment Authority (QIA), the sovereign wealth fund of Qatar. As part of the private placement, the company will issue 57,516,666 common shares to QIA, priced at C$12 per share. Ivanhoe Mines intends to use the funds to support its initiatives in the exploration, development and mining of critical minerals, alongside general corporate activities. The closing of the investment is contingent upon standard co ...
2025 International New Energy Expo Opens in Changzhou, China
Globenewswire· 2025-09-15 16:40
Core Insights - The 2025 International New Energy Expo opened in Changzhou, showcasing the city's role as a hub for the new energy industry with a complete ecosystem for power generation, storage, transmission, consumption, and networking [1] - From January to July 2025, the output value of designated-size new energy enterprises in Changzhou exceeded 507.7 billion yuan, reflecting a year-on-year increase of 4.3% [1] - Changzhou has maintained its position as the top city in China for investment attractiveness for three consecutive years [1] Investment and Projects - At the expo, 33 key projects were signed, focusing on green hydrogen, energy storage, and smart energy management, with a total investment exceeding 33.7 billion yuan [2] - International cooperation was emphasized, with global enterprises planning collaborations with Changzhou in various new energy sectors to support the global energy transition [2] Technological Innovations - Leading new energy enterprises in Changzhou presented advancements in ultra-fast charging batteries and high-efficiency photovoltaic modules at the expo [3] - The expo featured an integrated "exhibition + event" model, including a public carnival to engage the community with new energy technologies [3] Strategic Vision - Changzhou aims to leverage its manufacturing and application advantages to foster innovation and contribute to global green development [4] - The city plans to build a new energy highland with international influence, promoting a "Changzhou Solution" for global energy innovation [4]
Caught Between Painful Present and Optimistic Outlook: Copper’s Tariff Price Odyssey
Yahoo Finance· 2025-09-15 10:30
Group 1 - Gold prices have reached record highs in 2025 due to economic uncertainty, making it a safe-haven asset [1] - Copper demand has surged due to the AI computing boom and increased use of electric vehicles, with conventional cars containing up to 50 pounds of copper and battery electric vehicles containing about 180 pounds [2] - Copper prices have experienced significant volatility, including a 20% crash in one day following the announcement of a tariff that only applied to certain copper products, leading to a 4.1% decline over the past six months [3] Group 2 - Analysts at Red Cloud Securities predict a 126,000-tonne surplus of copper in 2026, with a 6% drop in US demand due to tariffs, leading to a revised price forecast of $3.65 per pound for 2026 [3] - McKinsey forecasts that $7 trillion in capital will be needed for data centers to meet AI processing demands by 2030, which will drive future copper demand [3] - Red Cloud anticipates copper deficits starting in 2027, increasing from 19,000 tonnes to 766,000 tonnes by 2030, which is expected to lift prices to $6 per pound [3]
Vanguard Mining Reclaims 100% Interest in Pocitos 1 Lithium Salar Project in Argentina, Enhancing Portfolio as Lithium Prices Rebound and Sector M&A Activity Exceeds US$8 Billion
Thenewswire· 2025-09-05 20:15
Core Viewpoint - Vanguard Mining Corp. has terminated its agreement with American Salars Lithium Inc. regarding the sale of the Pocitos 1 Lithium Salar Project, allowing the company to retain full ownership and exploration potential of the project [1][3]. Company Summary - The Pocitos 1 Lithium Salar Project is an 800-hectare lithium brine property located in Salta Province, Argentina, which is part of a prolific lithium brine district [1][6]. - The agreement with American Salars was initially announced on June 17, 2024, and included an inferred lithium carbonate equivalent (LCE) mineral resource estimate [2]. - The termination was due to American Salars' failure to meet local government payment obligations and other creditor responsibilities [3]. - Vanguard's President and CEO, David Greenway, emphasized that regaining control of Pocitos 1 protects shareholder interests and maintains exposure to a valuable lithium project [4]. Industry Summary - Lithium carbonate prices in China have recently rebounded to approximately CNY 78,720 per tonne (US$10,957/tonne), reflecting a more than 25% increase over the past month [5]. - The Pocitos 1 project is situated in a region that accounts for over 50% of the world's lithium brine resources, highlighting its global significance [6]. - Argentina has become a key player in the lithium market, with over US$14 billion invested by international companies in the past three years, driven by favorable geological conditions and supportive policies [12]. - The province of Salta is recognized as a favorable mining jurisdiction, attracting significant investment and project development [13][16]. - Global lithium demand is projected to triple by 2035, driven by the growth of electric vehicles and renewable energy systems [14].
Critical One Energy Acquires 18.5% Interest in Dark Star Minerals, Bolstering Support for Uranium Development in Namibia
Globenewswire· 2025-09-02 15:15
Core Viewpoint - Critical One Energy Inc. has acquired an 18.5% interest in Dark Star Minerals Inc., emphasizing its commitment to uranium asset development to meet energy demands while continuing to focus on its Howells Lake Antimony-Gold Project [1][2][4] Investment Details - The acquisition positions Critical One as a significant shareholder in Dark Star, aligning with its strategy to create value through partnerships for the global energy transition [2][4] - The investment follows the sale of Critical One's Khan and Cobra uranium projects to Dark Star for US$3.5 million, which included 14 million common shares of Dark Star and a 2% gross overriding royalty on metals produced [2][3] Project Potential - The Khan West Project has shown high-grade results of up to 8.47% U₃O₈, indicating significant potential for uranium production [3] - Namibia's Erongo uranium province is recognized for its favorable regulatory environment and proximity to established operations, enhancing the growth prospects for Dark Star's projects [3][4] Strategic Positioning - With Duane Parnham joining Dark Star's board, Critical One is well-positioned to influence the strategic development of uranium assets while maintaining focus on its Canadian projects [4] - This dual approach aims to address the rising global demand for critical minerals and clean energy solutions [4][5] Company Overview - Critical One Energy Inc. is focused on critical minerals and upstream energy, with a portfolio that includes the Howells Lake Antimony-Gold Project and uranium interests in Namibia [5][8] - The company leverages its expertise to enhance project value and drive growth, aligning with global energy transition goals [5]