2026 年 1 月 18 日 镍：印尼言论反复扰动，镍价宽幅震荡运行 不锈钢：盘面锚定矿端矛盾，镍铁跟涨支撑重心 张再宇 投资咨询从业资格号：Z0021479 zhangzaiyu@gtht.com 本轮资金面对镍与不锈钢的关注度提高，本质在于消息面的变化，主要包括：印尼镍矿配额的 2.5 亿 吨目标，以及考虑将伴生矿物，如钴，纳入计价和征税体系，以及违规开采镍矿罚款，具体来看： 1）配额事件：1 月 8 日印尼能矿部表示配额将根据行业需求进行调整，1 月 14 日接受采访时表示目 标或削减至 2.6 亿吨镍矿配额。2024-2025 年的配额量确实超过实际冶炼刚需量，2026 年对需求的重新 梳理和配额的重新审视仍在进行中，目前仍在等待具体政策落地前的真空期，预计一季度或将明确具体政 策。如果放眼到长周期，印尼防止过剩和挺价的心态是明确的，前期低价矿吸引冶炼的红利周期结束，在 冶炼端产能过剩后，政策面或出现周期性的转向。如果 1-12 月 2.6 亿吨的配额落地，那么矿端紧缺可能 倒逼冶炼端减产，从而将过剩预期扭转为紧缺，并对存量的高库存形成冲击，这也是二级市场对上方仍有 想象的核心锚点。不过，从印尼下游 ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Company Overview - Hudbay Minerals is a diversified mining company operating in North and South America, focusing on copper and precious metals through integrated operations [6][9] - The company reported a revenue of $2.06 billion and a net income of $461.7 million for the trailing twelve months (TTM) [4] Recent Investment Activity - On January 16, Louisbourg Investments disclosed a new position in Hudbay Minerals, acquiring 263,900 shares valued at approximately $5.25 million [2][3] - This new position represents 1.05% of Louisbourg's reportable assets under management as of December 31 [3] Stock Performance - As of January 15, Hudbay Minerals shares were priced at $22.76, reflecting a significant increase of 159.8% over the past year, outperforming the S&P 500 by about 143.1 percentage points [3] - The company's stock surge is attributed to stronger copper pricing and improving operational leverage across its assets [11] Strategic Positioning - Hudbay's focus on copper positions it to benefit from long-term demand trends related to global infrastructure and electrification [6][11] - The company operates a vertically integrated business model, generating revenue from the extraction, processing, and sale of base and precious metals [9] Investment Implications - The addition of Hudbay Minerals to Louisbourg's portfolio indicates a selective strategy to increase exposure to copper, aligning with favorable balance sheets and asset quality [12] - Hudbay's current allocation in Louisbourg's portfolio is modest, suggesting a targeted investment rather than a high-conviction bet [10]

Core Viewpoint - Lux Metals Corp. has increased the size of its private placement from 17,500,000 units to 20,000,000 units at a price of $0.20 per unit, aiming for total gross proceeds of up to $4,000,000 [1][2]. Group 1: Private Placement Details - Each unit will consist of one common share and one transferable share purchase warrant, with each warrant exercisable into one additional share for a period of two years at a price of $0.40 per share [2]. - The gross proceeds from the issuance of the units will be allocated for exploration costs and general working capital [2]. Group 2: Regulatory and Compliance Information - The company may pay finders' fees in cash and/or non-transferable warrants in connection with the placement, subject to TSXV policies and applicable securities laws [3]. - The company anticipates closing the placement as soon as practicable, pending necessary regulatory approvals, including TSXV approval [3]. - All securities issued under the placement will be subject to regulatory holds expiring four months and one day from the date of issue [3].

Toronto, Ontario and Nucla, Colorado, Jan. 16, 2026 (GLOBE NEWSWIRE) -- Western Uranium & Vanadium Corp. (CSE: WUC) (OTCQX: WSTRF) (“Western” or the “Company”) is pleased to provide the following updates. George Glasier, CEO Purchases Common Shares in the Open Market and Files Early Warning Report George Glasier, CEO, President, Founder and a director of the Company, announces that he acquired, for investment purposes, a total of 100,000 common shares of Western on December 29 and 30, 2025 at a price of CA ...

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Rio Tinto Group ( RIO ) is one of the largest mining companies in the world and benefits from growing demand for a range of commodities. Shares have performed well over the last year but aren't expensive, andJonathan Weber holds an e ...

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Rio Tinto Group ( RIO ) is one of the largest mining companies in the world and benefits from growing demand for a range of commodities. Shares have performed well over the last year but aren't expensive, andJonathan Weber holds an e ...

Core Viewpoint - First Quantum Minerals Ltd. is a significant player in the mining sector, focusing on copper, nickel, and gold production, with strong operational performance reported in Zambia and a maintained "Sector Perform" rating by Scotiabank [1][2][5] Group 1: Company Performance - First Quantum achieved commercial production of the Kansanshi S3 Expansion, completing it under budget, which demonstrates the company's project development expertise [2] - The company has a market capitalization of approximately $23.69 billion and has experienced a trading volume of 6,503 shares on the OTC exchange [4] Group 2: Stock Performance - The stock price of First Quantum decreased by approximately 3.19%, changing by $0.94, with daily fluctuations between $28.32 and $28.90 [3] - Despite the decrease in stock price, Scotiabank raised the price target for First Quantum to C$42 from C$41, indicating confidence in the company's future prospects [3][5] Group 3: Market Context - The stock has seen a 52-week high of $30.06 and a low of $10.18, highlighting its volatility in the market [4] - Updates on the Cobre Panamá mine and Taca Taca project are also significant for investors [4]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Market Analysis by covering: S&P 500, Pan American Silver Corp NQ, Newmont Goldcorp Corp, Gold Futures. Read 's Market Analysis on Investing.com ...