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Mining Industry News 13 December 2025 - 18 December 2025

Rare Metals Stocks Today: MP Materials, USA Rare Earth, Energy Fuels in Focus at Noon ET as China Streamlines Rare Earth Export Licences (Dec. 18, 2025)

Rare Metals Stocks Today: MP Materials, USA Rare Earth, Energy Fuels in Focus at Noon ET as China Streamlines Rare Earth Export Licences (Dec. 18, 2025)

NEW YORK — Dec. 18, 2025 (12:00 p.m. ET) — Rare metals and critical-minerals stocks are trading mixed at midday on U.S. exchanges, as investors weigh a fresh geopolitical signal from Beijing against a growing U.S. policy push to localize strategic supply chains. The biggest sector headline on Thursday: China confirmed it has begun granting “general licences” for rare earth exports—a new permit category designed to speed shipments of the inputs that sit inside everything from electric motors and wind turbines to defense electronics. Reuters+1 Midday scoreboard: key U.S.-listed rare metals names (around 12:04 p.m. ET) Here’s where several widely followed rare-metals and strategic-minerals tickers stood
Rio Tinto plc Stock (RIO): UBS Highlights Argentina Lithium Upside as Simandou Exports Begin and a $10B Divestment Plan Takes Shape

Rio Tinto plc Stock (RIO): UBS Highlights Argentina Lithium Upside as Simandou Exports Begin and a $10B Divestment Plan Takes Shape

Dec. 18, 2025 — Rio Tinto plc stock is back in the spotlight today as investors weigh a new lithium-focused take from UBS against fresh reporting from Guinea’s Simandou iron ore mega-project and the miner’s broader strategy reset under CEO Simon Trott. On the Australia-listed line (RIO:AX), shares rose as much as 1.8% to a record high of A$143.89, after UBS said its confidence has increased in Rio Tinto’s lithium strategy following a deep dive into the company’s Argentina brine assets. UBS kept a neutral stance and an A$140 price target, noting execution discipline remains decisive even as the lithium
Northern Star Resources (ASX:NST) Stock: Share Price, Latest News, Analyst Forecasts and 2026 Catalysts (18 Dec 2025)

Northern Star Resources (ASX:NST) Stock: Share Price, Latest News, Analyst Forecasts and 2026 Catalysts (18 Dec 2025)

Sydney, 18 December 2025 — Northern Star Resources Ltd (ASX: NST) shares traded lower on Thursday as Australian equities softened and gold-miner sentiment cooled, even with bullion still hovering near historic highs. By late afternoon in Australia, spot gold was steady around US$4,332/oz, with investors focused on upcoming US inflation data and what it could mean for interest rates and the US dollar. Reuters That macro backdrop matters for Northern Star because gold miners are, in practice, a hybrid of commodity exposure and operational execution: the gold price can lift revenue quickly, but costs, project delivery, and mine performance decide
Fortescue Ltd (ASX:FMG) Stock Update: Share Price Near A$22.5 as Copper Deal, Iron Ore Moves and Green Iron Strategy Shape the 2026 Outlook

Fortescue Ltd (ASX:FMG) Stock Update: Share Price Near A$22.5 as Copper Deal, Iron Ore Moves and Green Iron Strategy Shape the 2026 Outlook

Sydney/Perth — 18 December 2025 — Fortescue Ltd (ASX:FMG) shares were modestly higher on Thursday as Australia’s big miners tracked a firmer iron ore market, while investors continued to digest a fresh push into copper and a steady drumbeat of decarbonisation-focused projects. IG In afternoon trade, IG’s ASX 200 report had Fortescue up 0.27% to A$22.51, alongside gains for larger peers, with iron ore prices up 0.48% to $104.15 in the Asian session. IG That places the stock close to its recent highs after a strong 2025 run, even as many sell-side forecasts still cluster below the current share price.
Mosaic Stock (NYSE: MOS) Slides on Brazil Phosphate Curtailments, Belarus Potash Sanctions Shift, and a Saskatchewan Mine Incident

Mosaic Stock (NYSE: MOS) Slides on Brazil Phosphate Curtailments, Belarus Potash Sanctions Shift, and a Saskatchewan Mine Incident

December 17, 2025 — The Mosaic Company (NYSE: MOS) is having one of those “three headlines collide at once” weeks: a sudden raw-material cost shock in Brazil, fresh geopolitical supply uncertainty in the potash market, and a serious safety incident at a key Canadian mine site. The stock is trading around $23.46, down about 5.6% from the previous close, after a sharp regular-session selloff and a softer after-hours tape. Benzinga Below is what’s driving today’s Mosaic stock move, what the latest analyst forecasts are implying, and what investors are watching next as fertilizer markets head toward 2026. Why Mosaic stock
Anglo American (AAL) Jumps as Canada Approves Anglo‑Teck Merger: Key Commitments, Timeline, and What Comes Next (Dec. 17, 2025)

Anglo American (AAL) Jumps as Canada Approves Anglo‑Teck Merger: Key Commitments, Timeline, and What Comes Next (Dec. 17, 2025)

Anglo American (LSE: AAL) rises after Canada clears the Anglo‑Teck merger under the Investment Canada Act. Here’s what investors should watch next. Anglo American plc (LSE: AAL) is back in the spotlight today after the company confirmed a major regulatory breakthrough for its proposed “merger of equals” with Canada’s Teck Resources—one of the defining mining deals of 2025 and a bellwether for how governments are approaching critical minerals in an era of electrification and supply-chain security. In a regulatory news release dated 17 December 2025, Anglo American said it and Teck have received Government of Canada approval under the Investment
Glencore (GLEN) News Today: Berenberg Upgrades to “Buy” as Peru’s Quechua Copper Deal Sharpens the Growth Story (17 December 2025)

Glencore (GLEN) News Today: Berenberg Upgrades to “Buy” as Peru’s Quechua Copper Deal Sharpens the Growth Story (17 December 2025)

Glencore plc (LSE:GLEN) is in focus on 17 Dec 2025 after a Berenberg upgrade to “Buy” (480p target) and fresh coverage of its Quechua copper project deal in Peru. Glencore plc (LSE: GLEN) is drawing fresh attention in early London trade as two narratives converge: renewed broker optimism and a copper-led expansion push in Peru. Glencore shares were higher in the morning session, trading around 382p (up roughly 2.5%) as the market digested both an analyst upgrade and ongoing reporting around the company’s move to secure the Quechua copper project adjacent to its Antapaccay operations. shareprices.com+1 All Glencore headlines we
17 December 2025
Rio Tinto plc (RIO.L) Stock: Latest News, Forecasts, and Analyst Outlook as of December 17, 2025

Rio Tinto plc (RIO.L) Stock: Latest News, Forecasts, and Analyst Outlook as of December 17, 2025

London, December 17, 2025 — Rio Tinto plc is ending 2025 in a familiar tug-of-war: iron ore cashflows on one side, an accelerating push into copper and lithium on the other, with a sprinkling of geopolitical/legal risk and energy-cost politics in the middle. For investors, that mix matters because Rio Tinto stock tends to trade less like a “company” and more like a portfolio of commodity exposures—with management execution acting as the amplifier. Here’s a detailed look at what’s moving Rio Tinto plc stock (LSE: RIO / RIO.L) right now, what analysts are forecasting, and what to watch as the
Fortescue Ltd (ASX:FMG) Stock: Share Price Jumps as Alta Copper Deal, “Green Iron” Push and 2026 Iron Ore Forecasts Collide (Dec. 17, 2025)

Fortescue Ltd (ASX:FMG) Stock: Share Price Jumps as Alta Copper Deal, “Green Iron” Push and 2026 Iron Ore Forecasts Collide (Dec. 17, 2025)

Fortescue Ltd (ASX:FMG) stock is ending 2025 in a familiar-but-weird place: near a 52-week high on the back of resilient iron ore prices, while investors simultaneously debate whether the next leg of the story is copper diversification, green metals, or a downcycle risk as new global supply looms. The result is a share price that looks strong in the rear-view mirror, but faces a forward-looking tug-of-war between commodity forecasts, project execution, and capital allocation. Below is what matters for Fortescue shares right now—covering the latest price action, the Alta Copper acquisition, operational and decarbonisation updates, dividend outlook, and where analysts
17 December 2025
Perpetua Resources (PPTA) Stock News Today: Hatch Named EPCM for Stibnite Gold Project, New Private Placement Details, and Updated Analyst Targets (Dec. 16, 2025)

Perpetua Resources (PPTA) Stock News Today: Hatch Named EPCM for Stibnite Gold Project, New Private Placement Details, and Updated Analyst Targets (Dec. 16, 2025)

BOISE, Idaho — December 16, 2025 — Perpetua Resources Corp. (Nasdaq: PPTA / TSX: PPTA) is back in the spotlight today after announcing a major project execution milestone for its flagship Stibnite Gold Project in Idaho: the company has selected Hatch Ltd. as Engineering, Procurement, and Construction Management (EPCM) contractor. Alongside that headline, a new regulatory filing adds fresh color on the financing picture—including a separate private placement with warrants and a community-related share issuance—giving investors more to chew on than a single press-release headline. As of 16:32 UTC (11:32 a.m. ET) on December 16, PPTA traded at $26.82, essentially
16 December 2025
Anglo American plc Stock (AAL) in Focus on 16 December 2025: Canada Clears Anglo‑Teck Merger, Analysts’ Price Targets and Key Risks

Anglo American plc Stock (AAL) in Focus on 16 December 2025: Canada Clears Anglo‑Teck Merger, Analysts’ Price Targets and Key Risks

London/Vancouver — 16 December 2025. Anglo American plc (LSE: AAL) is back in the spotlight after the company and Canada’s Teck Resources secured a major regulatory green light that moves their proposed “merger of equals” materially closer to completion—an outcome investors have been watching closely as the global race for copper assets accelerates. On Tuesday, 16 December 2025, Anglo American and Teck confirmed they have received Government of Canada approval under the Investment Canada Act (ICA) for their planned combination announced on 9 September 2025. The approval is tied to a detailed package of binding commitments on investment, jobs, governance,
Glencore plc Stock (LON: GLEN) News Today, 16 December 2025: Peru Copper Deal, UBS Forecasts, Coal Outlook and Buyback Watch

Glencore plc Stock (LON: GLEN) News Today, 16 December 2025: Peru Copper Deal, UBS Forecasts, Coal Outlook and Buyback Watch

Glencore plc stock is back in focus on 16 December 2025 as fresh deal news lands in copper, while investors weigh a tightening (and increasingly “AI-driven”) copper market against softening thermal coal flows, ongoing cobalt policy risk in the Democratic Republic of Congo, and a more cautious tone from at least one major broker after a strong share-price run. Glencore’s London-listed shares were last shown at 380.80p on 15 December 2025 (16:57 GMT) on the company’s delayed share-price display—up 5.30p on the session—heading into today’s news flow. Glencore What’s moving Glencore shares on 16 December 2025 1) Glencore expands its
16 December 2025
Orla Mining Ltd Stock (ORLA) Update on Dec. 15, 2025: Gold’s Surge, New Dividend, Big-Holder Selling, and What Analysts Are Watching

Orla Mining Ltd Stock (ORLA) Update on Dec. 15, 2025: Gold’s Surge, New Dividend, Big-Holder Selling, and What Analysts Are Watching

Orla Mining Ltd stock is back in the spotlight on Monday, December 15, 2025, as the gold trade heats up and investors weigh a stack of very “2025-coded” catalysts: a newly launched dividend, strong recent free cash flow, fresh Nevada exploration results, and a notable round of large shareholder selling. On the NYSE American, Orla Mining Ltd (ORLA) traded at about $13.64 intraday, after opening higher and moving between roughly $13.44 and $14.20 during the session. The macro backdrop is doing the precious-metals sector no harm. Gold climbed to a more than seven-week high around $4,344/oz, supported by a softer
15 December 2025
Equinox Gold Corp Stock (EQX) in Focus After $1.015 Billion Brazil Mine Sale to CMOC: Latest News, Forecasts, and Key Levels to Watch (Dec. 15, 2025)

Equinox Gold Corp Stock (EQX) in Focus After $1.015 Billion Brazil Mine Sale to CMOC: Latest News, Forecasts, and Key Levels to Watch (Dec. 15, 2025)

Equinox Gold Corp stock is in the spotlight on Monday, December 15, 2025, after the Canadian miner announced a major portfolio shake-up: the sale of its Brazil operations to a subsidiary of China’s CMOC Group for total consideration of $1.015 billion. The transaction is reshaping Equinox’s geographic footprint, accelerating debt reduction plans, and reframing the investment debate around a simpler “North America–anchored” production story—right as gold prices remain historically elevated. Equinox Gold+2Reuters+2 Below is what happened, why it matters for EQX stock (TSX: EQX, NYSE American: EQX), what analysts and market trackers are forecasting as of Dec. 15, and the
Anglo American PLC Stock (AAL.L) Today: Teck Merger Milestones, Copper Outlook, Analyst Forecasts and Key Risks (15 December 2025)

Anglo American PLC Stock (AAL.L) Today: Teck Merger Milestones, Copper Outlook, Analyst Forecasts and Key Risks (15 December 2025)

Anglo American plc stock (LSE: AAL, ticker often shown as AAL.L) is trading in a market that’s trying to price two big things at once: a copper-heavy future shaped by a transformational merger with Teck Resources, and the very real execution risk that comes with mega-deals, regulatory scrutiny, and operational bottlenecks. In London trading on 15 December 2025, Anglo American shares hovered around the mid‑2,800p level (roughly £28–£29 per share), after a volatile stretch that included a sharp drop late last week. FT Markets+1 What matters for Anglo American stock right now Anglo American share price on 15 December 2025:
Fortescue Ltd Stock (ASX: FMG) Today: Alta Copper Deal, Analyst Forecasts, and the 2026 Iron Ore & Copper Outlook

Fortescue Ltd Stock (ASX: FMG) Today: Alta Copper Deal, Analyst Forecasts, and the 2026 Iron Ore & Copper Outlook

Fortescue Ltd (ASX: FMG) is back in the spotlight on 15 December 2025 after the iron ore heavyweight announced a move that’s small in immediate dollars but big in strategic intent: Fortescue plans to buy the remaining 64% of Canada-listed Alta Copper it doesn’t already own, taking full control of a long-life copper project in Peru. Reuters+1 For investors, the question isn’t just “What did Fortescue buy?” It’s what this says about where Fortescue wants to go next—and how that ambition fits alongside the company’s still-dominant exposure to iron ore prices, China’s steel cycle, and the market’s expectations for dividends.
BHP Group Ltd Stock (ASX: BHP) Drops as Copper Slumps and Iron Ore Hits a Five-Month Low — News, Forecasts and Key Levels to Watch (Dec. 15, 2025)

BHP Group Ltd Stock (ASX: BHP) Drops as Copper Slumps and Iron Ore Hits a Five-Month Low — News, Forecasts and Key Levels to Watch (Dec. 15, 2025)

BHP Group Ltd stock started the new week under pressure as a late-week reversal in copper and fresh weakness in iron ore rippled through Australia’s heavyweight miners. In early trade on Monday, December 15, the ASX 200 opened lower with miners among the biggest drags, and BHP shares were down alongside Rio Tinto as iron ore and copper prices fell on Friday. ABC By mid-session, BHP Group Ltd (ASX: BHP) was trading around A$44.23, down from a prior close near A$45.59—a move that roughly maps to a ~3% pullback as commodity sentiment cooled. Investing.com Below is a breakdown of what’s
Anglo American (AAL) Share Price This Week: Teck Merger Vote Clears, Court Approval Follows — Forecast and Week Ahead (Updated 14 Dec 2025)

Anglo American (AAL) Share Price This Week: Teck Merger Vote Clears, Court Approval Follows — Forecast and Week Ahead (Updated 14 Dec 2025)

Updated: Sunday, 14 December 2025 (14.12.2025)Company: Anglo American plcTicker: LSE: AAL (often quoted in pence, GBp) Anglo American shares head into the new week with one big story still doing most of the heavy lifting: the proposed $53 billion all‑stock “merger of equals” with Teck Resources, a deal designed to turn the group into a copper-heavy mining heavyweight. The market has largely moved past the “will shareholders approve it?” stage — that box is now ticked — and is pivoting to the messier part: regulators, execution risk, and copper fundamentals. Reuters+2Teck Resources Limited+2 As of this update (Sunday, when markets
Mineral Resources (ASX:MIN) Stock Outlook This Week: Onslow Gas Milestone, Lithium Upgrades, and Key Catalysts Ahead (Updated 14 Dec 2025)

Mineral Resources (ASX:MIN) Stock Outlook This Week: Onslow Gas Milestone, Lithium Upgrades, and Key Catalysts Ahead (Updated 14 Dec 2025)

Mineral Resources Limited (MinRes, ASX: MIN) is closing out the second week of December perched near the top of its 52‑week range — and, in classic MinRes fashion, the story isn’t about one single commodity. It’s about the collision of iron ore volumes (Onslow Iron + Pilbara Hub), lithium price expectations, and execution risk… with a dash of governance noise and balance‑sheet sensitivity that never fully leaves the chat. As of 14 December 2025 (Sunday, with the ASX closed), MIN was quoted around A$52.03, with a stated prior close of A$51.66, and a 52‑week range of A$14.05 to A$52.80 —
14 December 2025
Glencore plc Stock (GLEN.L) News and Forecast: Copper Near $12,000, Cobalt Quotas, UBS Downgrade, and Key 2026 Dates to Watch

Glencore plc Stock (GLEN.L) News and Forecast: Copper Near $12,000, Cobalt Quotas, UBS Downgrade, and Key 2026 Dates to Watch

Updated: 13 December 2025Meta description: Glencore plc shares are being pulled between a red‑hot copper market, fresh operational guidance, Congo’s cobalt export quotas, and shifting analyst calls. Here’s the latest news, forecasts, and what could move GLEN in 2026. Glencore plc stock is back in the spotlight heading into mid‑December, with investors trying to reconcile two very Glencore‑ish realities at once: Add in Congo’s restarted cobalt export system, a UBS downgrade on valuation, ongoing buybacks, and a freshly published 2026 corporate calendar, and you’ve got a busy setup for anyone tracking Glencore shares (LSE: GLEN; Reuters ticker GLEN.L). glencore.com+4Reuters+4Reuters+4 Glencore
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Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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