Commodities 19 February 2026 - 3 March 2026

Methanex Shares Dip With Focus Shifting to June Methanol Pricing

Methanex Shares Dip With Focus Shifting to June Methanol Pricing

Methanex shares fell 1.22% to $59.10 on Nasdaq and 1.14% to C$81.56 in Toronto on Friday, underperforming major indexes. June methanol contract prices were set at $4.45 a gallon in North America, $740 a tonne in Asia Pacific, and $610 in China. Trading volume lagged the previous week. Investors await signs that higher methanol prices will boost cash flow.
May 30, 2026
Lithium price hits limit down in China, dragging Albemarle and SQM stocks — what to watch next

Lithium price hits limit down in China, dragging Albemarle and SQM stocks — what to watch next

Albemarle shares fell 6.1% to $167.33 as China’s lithium carbonate futures dropped nearly 13%, triggering declines in SQM and Sigma Lithium. The Global X Lithium & Battery Tech ETF lost 6.3%. China’s most-active lithium carbonate contract closed at 150,860 yuan a tonne after hitting its daily limit-down. Weak February EV sales in China and risk-off flows into gold pressured sentiment.
March 3, 2026
Lithium price whipsaw jolts miners as SQM flags record Q1 sales

Lithium price whipsaw jolts miners as SQM flags record Q1 sales

China’s top lithium carbonate futures contract swung from 179,500 yuan a tonne to below 170,000 before settling at 173,500 on Monday, as open interest dropped by 3,200 lots, SMM said. The market reacted to Zimbabwe’s suspension of lithium exports last week. U.S.-listed lithium miners traded mixed. Premier African Minerals said its Zimbabwe plant will arrive March 3 and expects no disruption from the export ban.
March 2, 2026
Silver price braces for a volatile reopen after Iran strikes; US jobs report looms

Silver price braces for a volatile reopen after Iran strikes; US jobs report looms

Spot silver jumped 6.1% to $93.74 an ounce Friday as investors sought havens after Israel launched new strikes on Tehran and oil surged about 10%. Brent crude traded near $80 a barrel, with analysts warning prices could climb if disruptions persist. COMEX silver futures reopen Sunday evening. Traders await U.S. jobs data Friday, seen as key for rate and dollar moves.
March 1, 2026
Vale stock price slips in Sao Paulo after R$500 mln capital move; iron ore dips

Vale stock price slips in Sao Paulo after R$500 mln capital move; iron ore dips

Vale VALE3 shares fell 0.8% to 88.87 reais in early Sao Paulo trading Friday after the miner proposed a 500 million-real capital increase from its tax incentive reserve, with no new shares to be issued. Marcio Antonio Chiumento was appointed to the board. Iron ore futures dropped to near $98 a ton as traders assessed China steel output cuts and property support signals. Vale’s ADRs closed down 1.25% at $17.31 in the U.S.
February 27, 2026
Why Rio Tinto shares are moving today: Codelco pact, copper prices and a dividend date ahead

Why Rio Tinto shares are moving today: Codelco pact, copper prices and a dividend date ahead

Rio Tinto shares climbed 1.8% to 7,413 pence in early London trading Friday after announcing a new cooperation agreement with Chile’s Codelco. Copper prices on the LME edged up 0.12% to $13,320.50 a tonne, while iron ore futures slipped on Chinese exchanges. Rio posted flat 2025 earnings last week and declared a final dividend of 254 U.S. cents per share.
February 27, 2026
Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks

Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks

China’s lithium carbonate futures jumped 6.07% to 178,020 yuan per ton after Zimbabwe halted exports of raw minerals and lithium concentrates with immediate effect. The ban, which includes cargoes in transit, disrupted supply to China, which received most of Zimbabwe’s 1.128 million tons of lithium concentrate exports last year. Shares of Chinese miners with Zimbabwe exposure fell as firms assessed the impact.
February 26, 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