Rare earth stocks are down on the year even as prices climb, Canaccord says. Western NdPr is above $110/kg, yet MP Materials trades at $40.17, about half its $82 target, and the REMX ETF slid from above $100 to the high-$50s. #RareEarths#MP#Mining
Copper needs $332 billion in new mines to avoid a deficit, BloombergNEF says. The gap starts in 2028 and could reach 20 million tons by 2050, 44% of demand, risking slower EV, battery and grid rollout. #Copper#Mining#Metals#EnergyTransition
Kitco Mining will be covering the #BudapestCommoditySummit, Nov 15–16 at the Kempinski Hotel. 1:1 meetings connecting commodity companies with qualified investors across CEE. Register now: https://t.co/43BZuZzvEx
A strike at BHP's Escondida, the world's largest copper mine, adds to Chile's mounting supply problems. The mine accounts for roughly 25% of national output, while Chilean production fell 12.8% year over year in August. #Copper#Chile#Mining#Commodities
Asian gold producers are refining at home, taxing exports and having central banks buy local output, per Nikkei. Indonesia's export tax of up to 15% starts in 2026, a trend that could push gold prices higher over time. #Gold#Mining#CentralBanks
