Lifezone Metals' 2%+ grade Kabanga nickel sulfide project faces a US$ 18,000 to US$ 19,000 nickel price outlook, with US$930 million capex financing next.
Selkirk Copper's Phase 2 drilling at Minto reached 109% of plan, with Minto North, Copper Keel & Area 118 results feeding a 2027 resource update.
With new mines taking over 16 years to reach production, capital is shifting to restarts whose existing permits and infrastructure bring cash flow years sooner.
Electricity accounts for 30% of smelting costs, making long-term power contracts a key margin advantage as new alumina refineries come online.
DISA Uranium now targets the updated Tony M economic study by the first quarter of 2027, the step that comes before any decision to restart the Utah mine.
Mineros raised 2026 gold guidance twice. The Hemco plant expansion, Porvenir permits and decision, and La Pepa study will test its management team.
An approximately 300-meter higher-grade sub-zone on ATHA Energy's 3.4-kilometer Angilak uranium trend sets the pattern its next drilling will test.
Uranium resource growth, financing terms and existing US processing capacity offer distinct paths toward future supply beyond Kazakhstan.
Capex inflation is pushing developers toward high-grade starter pits and mine plans that repay capital faster to secure construction financing.
Gulf smelter outages push aluminum’s shortage into regional premiums, lifting returns for non-Gulf smelters as Chinese and ...
A projected 104,000-tonne surplus masks tighter overseas supply, with 70% of visible copper stocks held in US warehouses, ...
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