Core Viewpoint - The revocation plan for lithium mining licenses in Yichun, Jiangxi province, has led to a significant surge in lithium prices, raising concerns about future supply in the market [1][2]. Group 1: Price Movement - Lithium carbonate prices have increased to 109,860 yuan ($15,595) per tonne, marking the highest level since June 2024, with a closing increase of 7.61% at 108,620 yuan [1][2]. - The price rally is attributed to the announcement of the cancellation of 27 mining permits, which has heightened investor concerns regarding supply [2]. Group 2: License Revocation Details - The Yichun Bureau of Natural Resources plans to cancel 27 mining permits after a public consultation period ending on January 22, 2025, with all licenses set for cancellation having already expired [2][3]. - Among the revoked licenses, 17 were for ceramic clay, seven for limestone, and others for kaolin and quartzite, with expiration dates ranging from 2010 to 2024 [3]. Group 3: Market Analysis - Analysts from Galaxy Futures indicated that the license cancellations would have a minimal near-term impact on supply, as none of the revoked permits pertain to currently operational mines [4]. - The upward trend in lithium prices has been ongoing since August, influenced by stronger demand from the energy storage sector and the halt of operations at CATL's Jianxiawo mine due to an expired mining license [5].

Market Analysis by covering: Freeport-McMoran Copper & Gold Inc, Copper Futures. Read 's Market Analysis on Investing.com ...

Jefferies分析师Mitch Ryan称，Fortescue对Alta Copper的收购"构成了一笔适度的现金流出，换取了净现 值的小幅提升"。Fortescue周一表示，将收购其尚未持有的Alta 64%的股份，这笔交易对这家矿商的估 值约为1.01亿美元。Ryan称，Alta的Canariaco项目是一个规模相对较小的铜金开发项目，可能会在2030 年代初至中期投产，且成本具有吸引力。不过，他称，这笔交易"对近期的投资理由影响甚微"。 Jefferies重申对Fortescue的持有评级，目标价为19.25澳元。Fortescue收盘上涨0.7%，报22.61澳元。（智 通财经） ...

China shipped 13% more rare-earth products in November than in the preceding month, a sign that a more relaxed export regime is restoring flows https://t.co/EoaHpvlKLm ...

Core Viewpoint - Nouveau Monde Graphite Inc. ("NMG") plans to initiate an overnight marketed public offering of common shares to raise funds for various projects and operational costs [1][3]. Group 1: Offering Details - The number and pricing of the common shares will be determined during the marketing phase, with final terms established upon entering a definitive placement agency agreement [2]. - The offering will be conducted solely in the United States under the U.S. Securities Act, with no shares offered in Canada [4]. - A preliminary prospectus supplement will be filed, along with a final prospectus supplement, detailing the offering and the company's information [5]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated for procurement of long-lead equipment for construction activities, detailed engineering costs for the Matawinie Mine project, and funding engineering activities for the Bécancour Battery Material Plant project [3]. Group 3: Company Overview - Nouveau Monde Graphite is focused on developing responsible mining and advanced processing operations to supply carbon-neutral advanced graphite materials [8]. - The company is establishing a fully integrated ore-to-processed-graphite value chain in Québec, Canada, targeting industries in energy, defense, technology, and manufacturing [9].

Core Points - Future Mineral Resources Inc. has granted 855,000 stock options to directors, officers, and consultants, subject to regulatory approval [1] - The stock options vest immediately and can be exercised at a price of $0.34 per option for four years [1] - The underlying common shares are subject to a four-month hold period as per Toronto Stock Exchange policies [1] Company Overview - Future Mineral is focused on acquiring and advancing brownfield, development-stage, and early production-stage mining projects across the Americas, Australia, Africa, and Europe [2]

Copper arrow rising from scrap metal with upward stock charts in the background, symbolizing price growth. Key Points After being down and out in September, Freeport McMoRan has recovered mightily. Analysts are raising their price targets on the copper miner. Data center build-outs and EV expectations provide support for FCX's long-term outlook. Interested in Freeport-McMoRan Inc.? Here are five stocks we like better. After taking a big-time tumble in September, copper mining giant Freeport McMoRa ...

Core Viewpoint - Talisker Resources Ltd. has implemented precautionary measures at its Bralorne Gold Project due to an extreme weather event, specifically an "atmospheric river," affecting southern British Columbia [1][2]. Group 1: Company Response to Weather Event - The company has reduced on-site personnel to only those essential for maintaining critical operations in response to extensive flooding and damage in British Columbia, including a state of emergency in the Fraser Valley [2]. - Significant landslides on Highway 40, the main access route to Bralorne, have made alternative routes impassable, prompting the company to follow its emergency response plan [2]. - The company will continue to monitor road conditions and provide updates as new information becomes available [2]. Group 2: Management Statements - Richard Murrell, General Manager at Bralorne, emphasized that safety is the primary focus and that pre-emptive steps are being taken to protect personnel and minimize risks from the extreme weather [3]. - The company expects to restart operations after assessing access conditions and the abatement of the current weather crisis [3]. Group 3: Company Overview - Talisker Resources Ltd. is a junior resource company focused on the exploration and development of gold projects in British Columbia, with its flagship asset being the Bralorne Gold Project [4]. - The company is also involved in other projects, including the Ladner Gold Project and the Spences Bridge Project, which have significant exploration potential [4].

Toronto, Ontario--(Newsfile Corp. - December 17, 2025) - Eric Sprott announces that today, through 2176423 Ontario Ltd., a corporation he beneficially owns, he donated 163,306,752 common shares (Shares) of Wallbridge Mining Company Limited to The Sprott Foundation (which he controls). Combined with prior Share issuances by Wallbridge Mining, this resulted in a decrease in holdings of approximately 8.0% of the outstanding Shares on a partially diluted basis since the date of the last early warning report. P ...

Core Insights - BlackRock, the world's largest asset manager, is acquiring a 49% stake in BHP's iron ore power network in Western Australia for $2 billion, aimed at freeing up capital for BHP to invest in new projects, particularly in copper and potash [2][3] Company Developments - BHP's CEO Mike Henry emphasized the importance of capital allocation and the need to secure better multiples for redeployment into higher-returning growth opportunities [3] - The company is focusing on copper as a key growth commodity, expecting demand to grow by 70% over the next 25 years, with a 30% growth in their copper business over the past three years [5][6] - BHP is the world's largest copper producer and has four major copper growth projects, including the Resolution project in Arizona, which could supply 25% of the US's copper demand for decades [6] Market Trends - The demand for copper is driven by its essential role in powering the economy and the energy transition, particularly in data centers [5] - Potash is becoming increasingly important due to its role in fertilizer production, especially in light of geopolitical tensions affecting supply chains [9][12] - BHP is investing $12 billion in developing its potash project in Jansen, Saskatchewan, which is expected to supply about 10% of the world's potash by 2027 [11][12] Regulatory Environment - The US administration is taking measures to stimulate investment in mining, particularly for potash, which is currently exempt from certain tariffs [14][16] - BHP is monitoring potential tariffs on copper but remains optimistic about its copper business's future demand [17]