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Zinc, Treatment Charges Fall Further In China: Competition For Concentrates And Supply Risks
The international zinc concentrate market remains under pressure. As of October 9, 2026, treatment charges for shipments to China remain deeply negative, while traders intensify competition to secure South American material. El Niño-related weather threats, port...
Rare Earths, Brazil Targets Oxide Separation: Lynas Considers A Potential Record-Scale Industrial Hub Outside China
Brazil is attempting to move from the availability of mineral resources to the production of high-value strategic materials. Lynas Rare Earths’ proposal to build an oxide separation plant in Minas Gerais could change the country’s role in the global rare earth supply...
Zimbabwe, Lithium Exports Boom But Concentrates Face A 2027 Ban: China Risks New Supply Tensions
Zimbabwe is experiencing exceptional growth in revenue from lithium, but its commercial success is colliding with an increasingly close industrial deadline. From January 1, 2027, the country intends to ban concentrate exports, requiring mining companies to add...
Chile, Avalanche At El Teniente Mine: Two Deaths And New Tensions Over Global Copper Supply
An avalanche of snow, mud and rocks struck the El Teniente copper mine in Chile, killing two workers and forcing Codelco to keep operations in the open-pit area halted. The accident comes at a particularly delicate moment for the world's leading copper-producing...