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The Most Overlooked Commodity Supply Shock Of 2026 - Alcoa (NYSE:AA), Invesco DB Base Metals Fund (ARCA:D
benzinga.com/markets/commodities/26/04/52024358/the-most-overlooked-commodity-supply-shock-of-2026

OpinionBHP's new CEO inherits M&A conundrum: Brandon Craig has run iron ore, copper and potash, ideal training for taking the helm of the $180 bln miner Mike Henry ...
reuters.com/commentary/breakingviews/bhps-new-ceo-inherits-ma-conundrum-2026-03-18/
Iran war to boost metals and mining stocks. Here are Jefferies' top picks.: Aluminum, gold, and mining stocks could benefit from supply disruptions fueled by ...
businessinsider.com/iran-attacks-metals-mining-stocks-top-picks-commodities-gold-fcx-2026-3
The next rare earths crunch? Top mining CEO warns copper supply challenges aren't going anywhere
cnbc.com/2025/12/18/copper-price-bhp-ceo-investment-banks-see-bull-run-in-2026.html

Paid articlePaywallCan Arizona Miners Unleash an American Copper Boom?: Rio Tinto’s Nuton venture is using microbes to remove copper from ores that are otherwise uneconomical to ...
wsj.com/finance/commodities-futures/can-arizona-miners-unleash-an-american-copper-boom-982638ff
Paid articlePaywallBHP abandons Anglo American bid, says its own growth plan is compelling: BHP said on Monday it is no longer pursuing a potential combination with Anglo American ...
cnbc.com/2025/11/23/bhp-makes-renewed-takeover-bid-for-anglo-american-reuters.html

Milei’s push to ‘Make Argentina Great Again’ puts copper potential in the spotlight
cnbc.com/2025/09/05/mining-milei-is-betting-big-on-copper-to-make-argentina-great-again.html

‘Radical left court’: Trump lashes delay to controversial BHP, Rio Tinto project: US President Donald Trump has weighed in on the latest development in a fight ...
smh.com.au/business/companies/radical-left-court-trump-lashes-delay-to-controversial-bhp-rio-tinto-project-20250820-p5moag.html
Iron ore sinks BHP FY profit to 5-year low but dividend boosts shares: BHP said annual profit fell to the lowest in five years as sluggish demand from China ...
reuters.com/world/china/iron-ore-sinks-bhp-fy-profit-5-year-low-dividend-boosts-shares-2025-08-18/

Argentina's copper dreams need infrastructure - but who will build it?: Argentina holds rich copper deposits in the mountainous north along the Chilean border ...
reuters.com/business/energy/argentinas-copper-dreams-need-infrastructure-who-will-build-it-2025-08-08/

The Race Is On to Build U.S. Copper Mines After Trump Pledges Higher Tariffs: U.S. copper prices are trading at records ahead of the 50% tariff that the ...
wsj.com/finance/commodities-futures/new-copper-mines-trump-tariffs-1659321d
Paid articlePaywallBHP partner says Filo copper discovery is largest in 30 years: BHP Group’s joint-venture partner Lundin Mining Corp. declared that the companies’ Filo del Sol ...
bnnbloomberg.ca/investing/2025/05/05/bhp-partner-says-filo-copper-discovery-is-largest-in-30-years/

The two Australian giants winning from Trump’s fast track: President Donald Trump’s administration is speeding up approvals for critical mineral projects in its ...
theage.com.au/business/companies/the-two-australian-giants-winning-from-trump-s-fast-track-20250420-p5lszd.html
Alcoa reports US$20 million tariff hit on imports from Canada: Alcoa Corp., the largest U.S. aluminum producer, said U.S. President Donald Trump’s 25 per cent ...
bnnbloomberg.ca/business/2025/04/17/alcoa-reports-us20-million-tariff-hit-on-imports-from-canada/

Potential US copper tariffs seen costing domestic industry dearly: The U.S. industrial sector will have the most to lose from potential U.S. tariffs on copper ...
reuters.com/markets/commodities/potential-us-copper-tariffs-seen-costing-domestic-industry-dearly-2025-02-26/

Study Group has a sobering message for copper bulls: Andy Home: Copper has rallied hard this week as China's pledged stimulus package has rekindled investor ...
reuters.com/markets/commodities/study-group-has-sobering-message-copper-bulls-andy-home-2024-09-30/

Goldman slashes copper forecast dimming miners’ profit outlook: US bank expects copper to average $10,100 a tonne in 2025, sharply lower than its earlier ...
ft.com/content/68b7dc87-754f-4ecb-969a-9ee19b184ffb

Union at BHP's Escondida copper mine warns it could relaunch strike: The union at BHP's giant Escondida copper mine in Chile said on Sunday in a memo to its ...
reuters.com/markets/commodities/union-bhps-escondida-copper-mine-warns-it-could-relaunch-strike-2024-08-18/

How to avoid a green-metals crunch: With ingenuity, a 6.5bn-tonne problem may be dodged
economist.com/finance-and-economics/2023/09/11/how-to-avoid-a-green-metals-crunch

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