Industriemetalle News

 

Uranium Awakens From Five-Month Slumber As UBS Warns Market Is "Tightening Structurally" Bloomberg's continuous front-month uranium futures contract (UXA1 Comdty) briefly surged above $100 a pound in late January, driven by tightening supplies, renewed government support for nuclear power, and rising electricity demand from the AI infrastructure boom. Uranium futures then retreated and remained range-bound between $84 and $87 for five months. But momentum has returned in August, with prices approaching $89 a pound, the highest level since early February. The ongoing theme is that years of underinvestment have limited mine supply growth despite rising reactor demand. New uranium projects can take a decade to develop, leaving producers unable to respond quickly to higher prices. Output is also concentrated among a handful of miners, such as Cameco.  Goldman analysts have routinely pointed back to these charts, which show that the uranium market has entered a deficit and that the ga...

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Tsingshan Holding Group Co. is considering as much as tripling output at a Zimbabwe steel plant it started in 2024, an expansion that could add to pressure on South Africa's struggling steel industry as much of its production is exported to that country....

Australian copper miner FireFly Metals Ltd. is seeking to raise A$190 million ($136 million) through a sale of new Australian and Canadian shares to develop its Green Bay project in Canada....

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Move is latest deterioration in trade relations between two neighbors with historically strong economic tiesDonald Trump announced a new 50% tariff on automobiles and crucial raw materials from Canada, the latest deterioration in trade relations between the two neighbors with historically strong economic ties.Trump said that the increased tariffs would start 1 January 2027 on all cars, trucks, automobile parts and steel. He also derided the nation's tariffs on American farmers, writing on social media that Canada has been “ripping off” the US “for years”. Continue reading......

The agreement stands out against Niger's broader push for greater state control over its uranium industry and gives Atomic Eagle a second advanced African uranium project alongside its flagship project in Zambia...

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LINGEN (dpa-AFX) - Angereichertes Uran aus Russland könnte laut Anti-Atomkraft-Initiativen noch heute in die Brennelementefabrik im niedersächsischen Lingen gebracht werden. Mehrere Organisationen kündigten eine Demonstration dagegen an. "Was wir heute ......

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Global steel production amounted to 149.2 mln metric tons in July 2026, down 0.3% from a year earlier...

Der Kupferpreis hat in den letzten Tagen etwas nachgegeben: Im Tief notierte er am Mittwoch bei nur noch knapp 13.900 USD je Tonne. Maßgeblich waren die Einlieferungen in die LME-Lagerhäuser: In dieser Woche sind die verfügbaren Kupfervorräte (mit Lagerschein) um gut 70 Tsd. Tonnen gestiegen. Das ist der stärkste Wochenanstieg seit 2020. Auch die Kupfervorräte insgesamt legten eine Trendwende hin und sind seit vergangenem Freitag um 34 Tsd. Tonnen auf fast 240 Tsd. Tonnen gestiegen. Das sorgt kurzfristig für eine Verschnaufpause. Weniger “gut” war dagegen – wie befürchtet – Chinas Kupferproduktion im Juli: Sie lag 3,7% unter dem Vormonat bzw. nur 1,3% über Vorjahr. Eine deutliche Verlangsamung in Chinas Kupferproduktion könnte den bislang noch gut versorgten globalen Kupfermarkt verknappen..

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Taiwan-based Iron Force Industrial is reshaping its manufacturing footprint as pressure on its traditional auto-parts business weighs on earnings. The company plans to expand its Poland plant and shift some airbag production from Taiwan, while AI server-related components, now contributing only marginal revenue, are expected to enter mass production in 2027....

PLS Managing Director and CEO Dale Henderson says the lithium market is on its way to recovery from a recent trough. He speaks with Yvonne Man and David Ingles on "Bloomberg: The China Show." (Source: Bloomberg)...

Australia's biggest lithium producer PLS Group Ltd. flagged a supply shortfall of the battery metal in the coming years and said it was nearing a final investment decision on expanding its capacity, as it released full-year results....

Zijin Mining Group Co. said its full-year copper production target was under pressure due to flooding at a major Congolese mine, adding to global supply concerns as the metal trades near a record high....

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New quotas to protect UK firms and jobs appear to be having opposite effect in products such as galvanised steelAt Tata Steel's factory in Llanwern, south Wales, production lines that should be running full-time are now falling quiet for parts of the day, with workers being put on to maintenance and cleaning work while machines sit idle.There aren't enough orders to keep them running all the time, the company says, because of a surge of cheap steel coming from Asian countries that is threatening the viability of several UK sites that make similar products, and risk hundreds of jobs. Continue reading......