RioZim lost its operating license in Zimbabwe after the miner failed to develop a 2,800 megawatt coal-fired power plant https://t.co/4PLDg68RYP ...

Core Viewpoint - Armory Mining Corp. is advancing its exploration efforts at the Ammo antimony-gold project in Nova Scotia, Canada, by preparing to conduct airborne geophysical surveys to identify mineral potential and refine exploration strategies [1][4][5]. Group 1: Project Overview - The Ammo Project covers approximately 3,020 hectares and is located near the historic West Gore antimony-gold mine, which has historical production data supporting its exploration potential [6][9]. - The project is part of a partnership with Castello Q Exploration Corp. to execute a comprehensive Phase One work program, focusing on identifying prime drilling targets [2]. Group 2: Survey Plans - The planned airborne geophysical surveys include magnetic, electromagnetic (EM), and radiometric surveys to gather data on geological characteristics and mineralization [3][8]. - These surveys are expected to be completed in the coming months, following the spring break-up, with preliminary results to inform future drilling campaigns [7]. Group 3: Market Context - The demand for antimony is increasing due to its critical applications in military technologies, renewable energy, and advanced manufacturing, making the Ammo Project a significant exploration opportunity [4]. - The importance of securing domestic supply chains for critical minerals is emphasized, aligning with global trends [4].

The benchmark S&P/ASX 200 index closed 0.4% lower at 8,583.4 points. Trading was thin as Gulf hostilities stretched into a third week, with investors focused on risks to Middle East oil facilities despite U.S. calls to safeguard the Strait of Hormuz, a key global oil route. While most central banks are expected to hold rates steady amid Rate-sensitive financials rose 0.4%, with sub-index heavyweight Commonwealth Bank of ⁠Australia adding 1% to its highest in over two weeks. Energy stocks finished 0.5% hig ...

专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 一种被广泛用于武器和半导体生产的金属正成为当前地缘政治紧张局势的焦点：钨。 以下文章来源于科创板日报 ，作者潇湘 科创板日报 . 据Fastmarkets的APT欧洲基准数据显示，作为钻探设备和穿甲武器关键组件的超高密度材料钨，今年价格又已翻了一番多。目前，钨价最 新已高达每吨2250美元，过去一年间涨幅达到了惊人的逾500%。 随着买家库存耗尽，加之中东冲突加剧了市场对军用需求的关注，近几周钨价涨幅进一步加快，甚至令一些原本就聚焦于冷门金属的交易员 都直呼前所未见…… Black指出，随着用户不断消耗库存，加之出口限制使价格更能反映供需关系，钨价的上涨势头愈发强劲。"我们从未经历过由市场决定价格 的局面，"他补充道，"因此我们其实也并不清楚钨价最终会稳定在什么水平。" 中东冲突"火上浇油" 值得一提的是，尽管具有战略重要性，但钨仍是一个小众市场。Project Blue估计其截止当前钨市场规模约为160亿美元——按最新钨价计 算，约占铜市场的5%。此外，由于钨不在主要交易所交易，其市场透明度远低于铜，流动性也更差。 即便如此，过去一年钨价的涨幅显 ...

Japan is embarking on an ambitious push to extract rare earth elements from the ocean floor, betting that deep sea resources could strengthen its economic security. The effort is expected to accelerate under Prime Minister Sai Takayichi, who describes deep sea mining as the first step towards domestically industrializing rare earths. In 2011, Japan discovered resources near Minami Toishima, an atal 1,900 km southeast of Tokyo that is part of the country's exclusive economic zone.Following her landslide elec ...

March 15, 2026 09:00 PM GMT Space | North America Space Metals: The Critical Minerals Enabling the Space Economy The next space constraint may not be capital or launch capacity, but chemistry: a small group of critical metals with scarce, complex, concentrated supply chains that enable the global rocket and satellite industry. We map the key metals in the supply chain and explore key stock expressions. The space economy - to master the heavens we must look to the earth... If companies and governments aim to ...

ab 11 March 2026 Global Research Commodities Lift near-term Thermal coal & Aluminium prices Thermal coal: lifting 2026 price driven by gas-to-coal support We raise our 2026 thermal coal price (NEWC) forecast by 10% to $126/t while keeping our forecasts for 2027/28 unchanged at this point. Since the Iran conflict started on 28- Feb, the European gas price is up ~50%, the Brent crude price is up ~30% while NEWC thermal coal price is up ~15%. On 4-Mar, our energy team raised the near-term oil price forecasts b ...

Core Viewpoint - Syrah Resources and Tesla have agreed to extend the deadline for resolving an alleged default in their graphite supply agreement to June 1, 2026, following Tesla's notice regarding Syrah's failure to provide conforming graphite samples [1]. Company Summary - Syrah Resources, an Australian graphite miner, is involved in a supply agreement with Tesla for natural graphite active anode material (AAM) from its Vidalia facility in Louisiana [1]. - The original contract with Tesla, established in 2021, is valued at 8,000 tons annually for four years, which is crucial for Syrah's strategy to become a significant U.S. supplier of non-Chinese graphite [1]. - Syrah's shares increased by 2.9% to A$0.175 following the announcement of the deadline extension [1]. Industry Context - Tesla issued its first default notice in July 2025, citing Syrah's failure to deliver the required AAM samples for electric vehicle batteries [1]. - The extension of the deadline is subject to approval from the U.S. Department of Energy, indicating regulatory involvement in the supply chain [1].

Group 1: Investment Options - The article presents a choice between investing in XRP, a digital asset linked to Ripple, and silver, a traditional store of value [1][6] - Silver has experienced a significant price increase of 164% due to a six-year supply squeeze [3] - XRP's value is tied to Ripple's development of the XRP Ledger, which aims to become essential for tokenized asset management and financial services [6] Group 2: Silver Market Dynamics - Industrial fabrication now constitutes 59% of total silver demand, driven by sectors like solar energy, electric vehicles, and AI hardware [4] - The supply of silver is constrained, with 70% of new silver coming as a byproduct of other metal mining, limiting supply responsiveness to demand [4] - Rising silver prices may eventually lead to increased mining and the search for cheaper substitutes, which could stabilize prices over time [5] Group 3: XRP Demand Mechanisms - Ripple has mechanisms in place to stimulate demand for XRP, including the launch of spot XRP ETFs that attracted $1.3 billion in inflows within the first 50 days [7]

Company Appointments - Barrick Mining Corporation has appointed James J. McGuire as Chief Legal and Policy Officer and Woo Lee as Chief Global Affairs Officer, both reporting to President and CEO Mark Hill [1] - Poupak Bahamin has been named General Counsel and Chief Compliance Officer while remaining on the Executive Committee [1] Executive Backgrounds - James J. McGuire brings over 30 years of legal experience, including roles as a Litigation Partner and Managing Partner at Greenspoon Marder LLP, and has a strong academic background from Harvard Law School, Yale University, and the University of Oxford [2] - Woo Lee has been with Barrick for over 11 years and previously served as Senior Vice President and Head of Government & Corporate Affairs for Asia Pacific, with a 30-year career as a U.S. diplomat [3] Company Overview - Barrick Mining Corporation is involved in the exploration, development, production, and sale of mineral properties, focusing on gold, copper, silver, and energy materials [4]