critical raw materials

Commented by Stefan Feulner on October 22nd, 2026 | 05:39 CEST

Anglo American, Power Metallic Mines, BHP: Copper Supply Tightens as Mining Giants Respond

• critical raw materials

Created and published on behalf of Power Metallic Mines

The recent correction in commodity stocks contrasts with the longer-term outlook for copper, as demand continues to rise. Power grids require modernisation, data centres are expanding, and industrial supply chains are being restructured. At the same time, mining companies are finding it increasingly difficult to develop new deposits. Declining ore grades, high investment costs and lengthy permitting procedures are limiting supply. While major producers focus on expanding existing mines, new high-grade discoveries are attracting increasing attention. Projects in politically stable regions that contain other strategically important metals alongside copper are particularly attractive.

Commented by Stefan Feulner on October 19th, 2026 | 05:22 CEST

Rio Tinto, Almonty Industries, Energy Fuels – Markets Hesitate, but Demand for Raw Materials Is Growing

• critical raw materials

The recent correction in commodity stocks is causing nervousness. Following strong share price gains, investors are taking profits, while volatile metal prices and economic uncertainty are adding further pressure. Yet little has changed in the long-term outlook. The expansion of power grids, artificial intelligence, the defence industry and advanced manufacturing consumes enormous quantities of strategic metals. At the same time, the US and Europe are seeking to reduce their dependence on China. This creates significant opportunities for commodity companies with their own deposits and concrete production plans.