Tag Archives: finance
BHP Targets Copper Leadership in 2025 as Demand Surges and Supply Tightens
As global demand for industrial metals accelerates, BHP Group is placing copper at the centre of its long-term growth strategy. The shift reflects a deeper transformation…
Gold as a hedge in a system under strain: why investors look beyond traditional portfolios
As central banks expand balance sheets and sovereign debt rises, the assumptions behind standard portfolio diversification can break down during currency stress. Gold’s fixed supply dynamics,…
Lithium’s New Power Map: Mining Concentration, China’s Refining Bottleneck, and the Race to Secure Battery Supply
Lithium has shifted from a commodity to a strategic supply chain, with geopolitical leverage increasingly determined by who controls refining and battery manufacturing rather than just…
West Africa Gold Expansion Accelerates as Mining Majors Build Regional Production Hubs
West Africa has become one of the most strategically important gold mining regions in the world, as major producers increasingly shift from single-asset development to large-scale…
BHP Targets Upper-End Copper Output in 2026 as Operational Gains Offset Market Pressures
Global mining giant BHP is signalling strong confidence in its ability to deliver copper production at the upper end of its 2026 guidance, despite a challenging…
Global Copper Supply Risks Intensify in 2026 as Geopolitics, Climate and Processing Bottlenecks Strain Markets
The global copper supply chain is entering a period of heightened vulnerability, as rising demand linked to electrification collides with structural constraints in mining, processing and…
Peru’s 2026 Election Puts a Political Risk Premium on Copper Investment
Peru, the world’s third-largest copper producer, is entering a prolonged 2026 election period that is already delaying investment decisions. With copper dominating Peru’s mining pipeline and…
KGHM Targets Morocco for Copper Expansion, Seeking Shorter Supply Lines to Poland
Poland’s state-controlled copper producer KGHM says Morocco has become a priority for its international expansion, with new cooperation aimed at bringing raw materials closer to its…
Kazakhstan Gold and Copper Expansion: Miryildiz’s $480M Mining Project Signals a New Era for Central Asia’s Resource Sector
Turkey’s Miryildiz Mining is accelerating its global expansion with a $480 million investment in eastern Kazakhstan, targeting first production by late 2026. The project, located in…
Rising Tax Burdens Reshape Industrial Competitiveness Across Europe’s Manufacturing and Raw Materials Sectors
A growing concern is taking hold across Europe’s industrial landscape: the total tax burden on businesses is rising sharply, and its cumulative impact is beginning to…