ab 26 August 2025 Global Research Lithium Emerging from the cycle Source: UBSe We have been bearish for ~2years but we now call for higher prices We have (again) increased our CY26/27/28 spodumene SC6 CFR China prices by 32%/10%/23% to US$1,250/1,150/1,350/t versus spot of US$940/t driven by Chinese supply disruptions and likely potential for more. As highlighted in our teams "China Lithium: More Disruption? More Upside?" and "Lithium: Deeper China disruptions to lift prices further", our base case now assu ...

Accessible version Big Global Miners Learnings from H1 earnings. Eyes on China, tariffs. Talking copper projects. Industry Overview Top down dominates: Tariffs & China in focus. "New" EU? We reflect on key themes & takeaways post H1 results. See fun "killer charts" inside. Top-down themes: Tariffs, Dollar, China, Energy transition Tariffs: Rules keep changing, weekly. We think tariffs are bad for the US. Uncertainty, less efficiency = Bad for global growth. Copper tariff "head fake" = bad for valuations in ...

Vasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy sector (oil & gas supermajors, mid-cap, and small-cap exploration & production companies, the oilfield services firms), while he also covers a plethora of other industries from mining and chemicals to luxury bellwethers.H ...

Vancouver, British Columbia, Canada – TheNewswire - August 29th, 2025, Generation Uranium Inc. (the “Company” or “Generation”), (TSXV: GEN) (OTCQB: GENRF) (FSE: W85) further to the Company’s news release dated August 25, 2025, the Company continues to work towards the filing of its annual audited financial statements for the year ended April 30, 2025. Generation has provided a set of draft financial statements to its auditor. Both the company and its auditor continue to work diligently toward the completion ...

VANCOUVER, British Columbia, Aug. 29, 2025 (GLOBE NEWSWIRE) -- Imperial Metals Corporation (the “Company” or “Imperial”) (TSX:III) reports that the Province of British Columbia has issued a permit amendment to allow expansion and extension of mining activities at the Mount Polley Mine (“Mount Polley”) in south-central British Columbia. Issuance of the permit amendment followed consent by both the Minister of Mining and Critical Minerals and the Minister of Environment and Parks under Mount Polley’s environm ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

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The Trump administration's tariffs won't extend to refined copper, and that disappointed speculators recently.The share price of America's leading copper company, Freeport-McMoRan (FCX 0.87%) has been volatile recently, even falling sharply at the end of July after the Trump administration's tariff actions left copper speculators disappointed. However, the stock has recovered since then, and there's likely more to come for long-term investors. Here's why. A complicated copper market in 2025Copper speculator ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

收购交易核心信息 - 公司以40万美元现金收购Fresnillo子公司Minera Mexicana La Ciénega持有的Humaya 3采矿特许权100%权益 [1][2] - 该特许权面积2,507公顷 直接环绕Tahuehueto矿区 使公司在该矿区土地持有量增加超25% 总面积达约10,000公顷 [2] - 收购资产不附带任何底层NSR特许权使用费 [2] 战略价值与勘探潜力 - 新收购地块包含已知矿脉的地质延伸区域 特别是Santiago矿脉向东北延伸至该区域 成为高优先级钻探目标 [3] - 此次收购显著扩大Tahuehueto矿区的规模和勘探潜力 符合公司通过勘探发现计划提升资产价值的增长战略 [3] - 公司目前正在开展地表钻探项目 重点开发Santiago矿脉的矿产资源和储量 [3] 公司资产概况 - 公司在墨西哥 Sierra Madre 矿化带拥有两座全资矿山：Campo Morado矿和Tahuehueto矿 [5] - Campo Morado矿为地下作业 面积121平方公里 采用VMS型多金属矿化 生产锌、铜、金、银和铅 [6] - Tahuehueto矿为新建地下采矿作业 面积100平方公里 包含浅成热液金银矿脉型矿化 现已实现商业化生产 [7]