Workflow
Mining
icon
Search documents
美疯狂囤铜,中国银管控升级,全球金属博弈加剧
Sou Hu Cai Jing· 2026-01-08 06:36
你以为美国只会在高科技和金融领域呼风唤雨? 欧洲也好不到哪去,环保标准高、投资动辄上亿,想搞冶炼产业链却步履维艰。 其实这两年他们在铜矿上也玩出了新花样。 2022年,美国本土铜产量只有120万吨,远远不够军工和制造业的胃口,结果只能在国际市场上四处"抢货"。 美国政府甚至考虑重启一些早已关闭的矿区,但环保压力和社区抗议让矿企头疼不已。 说白了,别看美国工业体系强大,原材料这一块其实挺脆弱,铜的短缺可能随时威胁到制造和军工的底盘。 转过头来看中国,这场金属资源的博弈也没打算缺席。 根据国际白银协会的权威数据,中国虽然银矿储量算不上全球最多,但银的精炼和深加工能力却稳坐全球头把交椅。 全球60%+的白银精炼产能都握在中国手里,哪怕是国外挖出来的矿石,最终还得送到中国工厂变成高纯度银。 更有预测称,2026年中国可能会对金属银出口实施管控,这一招正好戳中欧美高科技产业的软肋。 白银不仅用于光伏、电子、新能源,军工领域也离不开它。 2023年光伏银浆需求暴增,中国几乎包揽了全球80%的光伏组件产能——上下游一把抓,主动权尽在掌控。 欧美想自己掌控冶炼产业链,有点"心比天高,命比纸薄"的味道。 冶炼厂高污染、高能耗, ...
Anil Agarwal's journey: A look at the mining mogul's legacy, leadership and resilience
MINT· 2026-01-08 05:14
Anil Agarwal family tree and net worth: Billionaire Anil Agarwal rose from a humble background to one of India's richest billionaires, establishing Vedanta Resources Limited.Over the years, he not only made Vedanta as one of India's leading conglomerate, he also crafted a family, legacy and leadership from scratch.Here is a look at Anil Agarwal's family tree:Dwarka Prasad Agarwal: Dwarka Prasad Agarwal is the father of Anil Agarwal. He had a small aluminum conductor business, and lived in Patna, where his s ...
Are BHP shares or QBE shares better value in 2026?
Rask Media· 2026-01-08 00:58
BHP Group Ltd (QBE Insurance Group Ltd (BHP share price in focusThe ASX:BHP ) share price has risen 18.7% since the start of 2025. Meanwhile, the ASX:QBE ) share price is 17.8% away from its 52-week high. This article explains why it could be worth popping BHP and QBE shares on your watchlist.BHP Group, formerly known as BHP Billiton, is a diversified natural resources company founded in 1885. It produces a wide range of commodities used in energy production and manufacturing, and is expanding into fertilis ...
Future Mineral Announces $4.5m Financing
Globenewswire· 2026-01-07 23:00
NOT FOR DISTRIBUTION TO UNITED STATES NEWS WIRE SERVICES OR DISSEMINATION IN THE UNITED STATES TORONTO, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Future Mineral Resources Inc. (formerly Sulliden Mining Capital Inc.) (“Future Mineral” or the “Company”) (TSX: FMR) announced today that it intends to complete a best efforts non-brokered private placement financing of up to 15,000,000 units (each, a “Unit”) at a price of $0.30 per Unit for gross proceeds of up to $4,500,000 (the “Offering”). Each Unit will consist of on ...
Tectonic Metals Inc. (TECT:CA) Discusses Appointment of New Chair and Strategic Vision for the Future Transcript
Seeking Alpha· 2026-01-07 22:28
PresentationYolande Lougheed Welcome to our fireside chat with the architects of Tectonic Metals, Co-Founders, Eira Thomas and Tony Reda. I'm your host, Yolande Lougheed, Investor Relations Manager for Tectonic Metals and a massive fan of today's featured guest. Eira Thomas is a true titan of the natural resources sector, a woman whose name has become synonymous with some of the most significant mineral discoveries of the last three decades. Eira first captured the industry's attention when she led the tea ...
Agnico Eagle, Cameco and Freeport-McMoRan named as Bank of America's top mining picks for 2026
Proactiveinvestors NA· 2026-01-07 20:56
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Nobel Announces Upsizing of Non-Brokered Private Placement Offering
Globenewswire· 2026-01-07 20:31
THIS NEWS RELEASE IS INTENDED FOR DISTRIBUTION IN CANADA ONLY AND IS NOT AUTHORIZED FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES. TORONTO, Jan. 07, 2026 (GLOBE NEWSWIRE) -- Nobel Resources Corp. (TSX–V: NBLC; OTCQB: NBTRF) (the “Company” or “Nobel”) announces that as a result of strong investor demand, the Company has increased the size of its previously announced non-brokered private placement offering from gross proceeds of up to $1,000,000 to gross proceed ...
Caterpillar (NYSE:CAT) 2026 Conference Transcript
2026-01-07 18:02
Caterpillar (NYSE: CAT) 2026 Conference Summary Industry Overview - Caterpillar is redefining heavy industry in the context of data, autonomy, and AI, showcasing innovation in sectors like energy, construction, mining, and infrastructure [1][2] - The company has over 110,000 employees and operates in 63 countries, with a focus on transforming equipment manufacturing and worksite management [3] Core Points and Arguments - Caterpillar is integrating AI and machine learning into its operations, enhancing efficiency and sustainability on a global scale [2] - The company emphasizes the importance of the physical infrastructure that supports the digital economy, highlighting its role in providing the necessary equipment for modern technology [6][18] - Caterpillar's strategy focuses on solving customers' toughest challenges, which drives investment decisions and partnerships [18][19] - The introduction of the Cat AI Assistant aims to support customers by providing real-time insights and recommendations, enhancing operational efficiency [30][32] Technological Innovations - Caterpillar's Helios platform connects approximately 1.5 million assets, processing vast amounts of data to improve operational intelligence [28] - The company has been a pioneer in autonomy for over 30 years, with its autonomous mining fleet moving over 11 billion tons of material without reported injuries [43] - New autonomous machines are being developed for construction, which will improve safety and efficiency on job sites [48][50] Partnerships and Collaborations - Caterpillar collaborates with NVIDIA to enhance AI capabilities, focusing on real-time data processing and machine learning applications in heavy industry [20][24] - The partnership aims to bridge the gap between digital and physical operations, making Caterpillar's equipment smarter and more efficient [21][56] Workforce Development - Caterpillar is committing $25 million to strengthen the workforce, focusing on training and education to prepare employees for new roles created by technological advancements [55] - The company recognizes the need for skilled labor in the evolving landscape of heavy industry and aims to support the transition of workers into new positions [54][56] Additional Important Content - The conference highlighted the historical context of Caterpillar's innovation, tracing back to its centennial celebration in 2025 and emphasizing a culture of forward-thinking [2][12] - The Cat AI Assistant is designed to be a proactive partner for operators, providing guidance and support to improve safety and productivity on job sites [33][34] - Caterpillar's commitment to sustainability and efficiency is evident in its focus on reducing downtime and improving operational performance through advanced technology [19][54]
Critical Metals Stock Rallies 80%: The Trump Factor
Benzinga· 2026-01-07 16:57
Critical Metals Corp. (NASDAQ:CRML) stock has seen a staggering 80% rally over the last week, fueled by a resurgence of geopolitical speculation surrounding President Donald Trump's long-standing ambition to acquire through various means or strategically invest in Greenland. CRML stock is climbing. See the chart and price action here. As the Trump administration revisits the idea of Greenland as a vital asset for U.S. national security, Critical Metals has emerged as a dual play for investors looking to cap ...
'Robots & Rockets Aren’t Made from Hopes & Wishes,' and How the AI Revolution is Shaping the Next Metals Bull Market
Yahoo Finance· 2026-01-07 15:21
Many investors and analysts – present company very much included – have been closely following the historic rally in gold futures and silver futures, but perhaps it’s no coincidence that we’re seeing another metals story developing under the surface just as the tech world’s marquee CES conference is taking place. Precious metals are dominating the headlines for now, particularly amid geopolitical turmoil and a weaker dollar, but it’s become impossible to ignore that industrial metals are also having a robu ...