Commodities 16 February 2026 - 25 February 2026

BHP Stock Rises as India Iron Ore Demand Opens New Outlet Amid China Curbs
···

BHP Stock Rises as India Iron Ore Demand Opens New Outlet Amid China Curbs

BHP Group's U.S. shares rose to $68.77 as a rare cargo of its Jimblebar iron ore heads to India, where imports are set to more than double to up to 14 million tons this fiscal year, Reuters reported. China has restricted purchases of several BHP iron ore products amid ongoing supply negotiations. BHP’s iron ore earnings reached $7.5 billion in the last half-year. The company pays its interim dividend March 26.
March 24, 2026
Lithium price jumps after Zimbabwe export ban; Albemarle and Sigma Lithium stocks leap
···

Lithium price jumps after Zimbabwe export ban; Albemarle and Sigma Lithium stocks leap

China’s lithium carbonate spot prices jumped 6%–7% to 160,000–162,000 yuan per tonne on Wednesday after Zimbabwe halted exports of raw minerals and lithium concentrates with immediate effect. Sigma Lithium surged 26% in U.S. trading, while Albemarle and SQM also rose. Zimbabwe’s ban covers minerals already in transit and will remain until further notice.
February 25, 2026
Anglo American shares jump as copper mood returns — what investors watch next
···

Anglo American shares jump as copper mood returns — what investors watch next

Anglo American shares climbed about 3% in early London trading Wednesday, following gains in copper prices and the broader mining sector. London copper futures closed at $12,868.50 a ton on Monday, 11% below January’s record but still high. Traders are watching copper’s moves and Anglo’s March 12 ex-dividend date. Market sentiment remains cautious amid tariff uncertainty and shifting demand for metals.
February 25, 2026
Lithium price watch: Albemarle jumps as China restocking bets return after holiday
···

Lithium price watch: Albemarle jumps as China restocking bets return after holiday

Albemarle jumped 6.2% to $188.58 in midday U.S. trading Tuesday, leading gains in lithium stocks as traders bet on post-holiday restocking in China. China’s February lithium carbonate output plan is 88,300 tonnes, down 8.2% from January, according to SunSirs. Lithium carbonate in China was quoted at $19,479 a tonne on Feb. 23. SQM rose 3.8% to $75.82, and Sigma Lithium gained 1.7% to $12.66.
February 24, 2026
Antofagasta stock slips in early London trade even as copper jumps — what’s driving ANTO?
···

Antofagasta stock slips in early London trade even as copper jumps — what’s driving ANTO?

Antofagasta shares slipped 0.1% to 4,077 pence in early London trading Tuesday, despite copper prices rebounding as China’s markets reopened after the Lunar New Year. Benchmark LME copper rose 2.29% to $13,163.50 a tonne, while Shanghai futures gained 1.40%. Investors remain cautious amid rising metal inventories and uncertainty over U.S. tariffs.
February 24, 2026
Anglo American share price today: AAL dips as Deutsche Bank lifts target and copper stays centre stage
···

Anglo American share price today: AAL dips as Deutsche Bank lifts target and copper stays centre stage

Anglo American shares slipped 0.1% to 3,645 pence in early London trading Tuesday, despite Deutsche Bank raising its price target to 3,600 pence and maintaining a “buy” rating. The company posted a $3.7 billion loss after a $2.3 billion writedown on De Beers and cut its dividend, while continuing efforts to sell De Beers and pursue a $53 billion merger with Teck Resources.
February 24, 2026
Mineral Resources Limited share price jumps 6% on China lithium futures — what traders watch next
···

Mineral Resources Limited share price jumps 6% on China lithium futures — what traders watch next

Mineral Resources rose 6.5% to A$57.29 in Sydney after Chinese lithium carbonate futures jumped 7.2% post-Lunar New Year. The miner reported A$343 million underlying net profit for the half and skipped its interim dividend to reduce debt. Core Lithium and Liontown Resources also gained over 9%. Investors await Australia’s monthly CPI data on Wednesday and MinRes’ next update on April 30.
February 24, 2026
Newmont stock climbs after hours as gold hits a three-week high — what traders watch next
···

Newmont stock climbs after hours as gold hits a three-week high — what traders watch next

Newmont shares rose 1.8% to $124.25 in after-hours trading Monday as gold prices surged above $5,200 an ounce amid renewed tariff concerns. The miner last week forecast 2026 gold output of 5.3 million ounces and guided to all-in sustaining costs of $1,680 per ounce. Newmont declared a $0.26 quarterly dividend, payable March 26 to holders of record March 3. Peers including Agnico Eagle also gained sharply.
February 24, 2026
Lithium Prices Face a China Reopen Test as Albemarle Stock Jumps Nearly 4%
···

Lithium Prices Face a China Reopen Test as Albemarle Stock Jumps Nearly 4%

Albemarle shares rose 3.9% to $174.93 Monday, outpacing peers as lithium prices rebounded after China’s Spring Festival lull. Shanghai Metals Market reported battery-grade lithium carbonate futures in China briefly topped 150,000 yuan per ton, with February output expected to fall 15% from January due to plant maintenance. Albemarle recently idled its last Kemerton plant unit in Australia, citing weak economics.
February 23, 2026
Vale stock slips in premarket as U.S. trading resumes; iron ore near $100 keeps China in focus
···

Vale stock slips in premarket as U.S. trading resumes; iron ore near $100 keeps China in focus

Vale’s U.S.-listed shares dropped 1.3% to $16.44 in premarket trading Tuesday, tracking iron ore futures near $100 a ton. The New York Stock Exchange reopened after a holiday closure. In Brazil, Vale shares also slipped as investors watched metals prices and upcoming U.S. economic data. The company’s next earnings report is set for April 28.
February 17, 2026
Silver price today: spot silver drops to $75.83 as dollar firms in holiday-thinned trade
···

Silver price today: spot silver drops to $75.83 as dollar firms in holiday-thinned trade

Spot silver fell 2% to $75.83 an ounce in thin holiday trade Monday, with U.S. markets closed for Presidents Day. The dollar index edged up to 97.06, pressuring metals as traders awaited Fed minutes due Feb. 18. The iShares Silver Trust ETF last closed at $70.04 on Friday. Liquidity remained limited with several Asian markets also shut for Lunar New Year.
February 16, 2026
1 2 3