Stocks in Shanghai warehouses reach highest level since 2020 as manufacturers rein in demand
Output at Chilean state-owned group Codelco has fallen to 25-year lows just as global demand surges
Prices for the metal are booming, but there are political risks
Hedge fund manager shifts focus to red metal after bullish oil bets backfired last year
Hedge funds and other traders close negative bets and add to bullish positions
Bulls will grow stale waiting for more hopeful data
Short sellers cover negative bets as gap between US and UK prices hits largest on record
Amid BHP approach for Anglo, prolific dealmaker says consolidation does not guarantee more production
New mines are needed to meet the world’s demand for the essential red metal
As building mines gets harder, the time needed to produce cash flows is daunting
The UK-listed miner has rejected an approach from BHP, but other bidders could emerge
Legal & General and Abrdn criticise offer as undervaluing UK-listed miner
Any deal would need South African government’s approval while cost savings are another issue
Vladimir Potanin says metals group will start production in China from 2027 due to difficulties in international payments
Miner’s future is not nearly as anaemic as it may seem
Zinc, copper and nickel outperform stocks as signs of resurgent demand add to fears about supply constraints
Difference between spot price and future delivery is the largest ever, in records that go back to 1994
Miner’s chief Jakob Stausholm outlines ambition to produce iron ore from $20bn development as soon as 2025
KoBold Metals’ discovery comes as US steps up African metals push to rival China’s dominance
Demand for rare metals is likely to soar over the next 10 years
Red metal known as a leading indicator on the global economy is set to be 2023’s top-performing industrial mineral
Expect China’s state-backed miners to continue bidding up the price of the metal
Warning comes as falling prices hit commodity vital for green transition
And copper revisited
Hamburg-based group has been probing alleged conspiracy between suppliers and employees
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