Halo Minerals lands permit for Playa Verde copper project

Halo Minerals PLC (AIM:HALO) told investors that it has cleared another regulatory hurdle at its Playa Verde copper project in northern Chile, securing a mining permit that brings the development closer to a final investment decision. The approval authorises dredging of historic mineral-bearing tailings at Chañaral beach, including areas within the urban zone, allowing the company to advance plans to recover copper from decades of accumulated mining waste.

Proactive Investors • 3 hours ago

Copper is outshining gold this year. Investors say the rally can survive an AI correction

Copper has rallied nearly 16% this year, with strong demand driven by artificial intelligence, power grids and defense spending. Ivanhoe Electric CEO Taylor Melvin says relatively “inelastic” demand from technology and defense could help copper withstand an AI-driven tech pullback.

CNBC • Oct 20, 2026

Gold and copper underpin junior resources outlook as LNG revenues look to rise

The broader backdrop for Australian junior resources companies remains supportive in several key commodities, with gold continuing to provide one of the strongest macro tailwinds for transactions and project development. The latest federal Resources and Energy Quarterly forecasts annual Australian gold export earnings of around A$68 billion over the coming years, supporting strategic consolidation and continued interest from larger producers in established exploration and development assets.

Proactive Investors • Oct 20, 2026

Copper supply gap favors projects that can get built - Jeff Pontius

The coming copper supply gap is putting more value on projects that already have infrastructure, clearer permitting paths and a realistic route to production, according to exploration geologist Jeff Pontius.“There is going to be a copper gap here,” Pontius told Kitco Mining's Digging Deep on Oct. 15.

Kitco • Oct 20, 2026

RBC sees copper equities as undervalued despite record prices

RBC Capital Markets says base-metal equities remain attractively valued despite copper reaching record levels, with shares pricing in a much lower metal price than the current market price. Copper averaged $6.41 a pound in the third quarter, up 6% from the previous quarter and 44% year-on-year, after reaching a record closing price of $6.74 on 8 September.

Proactive Investors • Oct 8, 2026

How to Handle Red-Hot Copper Prices With Care

Copper is one of the hottest metals this year, up 17% so far and near record highs. While there are several compelling reasons to own the metal, the commodity needs to be handled with some caution.

WSJ • Oct 7, 2026

America's Copper Hoard Stokes Fear of a Supply Crunch

Copper is piling up in American warehouses, and it could stay there a while. That would have scary implications for buyers elsewhere.

WSJ • Oct 1, 2026

Beyond 60/40: ETFs for a Balanced Retirement Portfolio

A diversified ETF mix spanning stocks, income, commodities, gold, Bitcoin and AI could reshape retirement portfolios.

Zacks Investment Research • Sep 25, 2026

A sudden end to the Iran war would strike a blow against oil prices and energy stocks. Yet company insiders are buying.

The implication is a belief among insiders that the stocks are going higher from here, not lower.

Market Watch • Sep 19, 2026

Frank Talk: Copper supply faces first annual decline since 2017

Copper's record-breaking rally is often attributed to the prospect of U.S. tariffs, but Frank Holmes, chief investment officer of U.S. Global Investors (NASDAQ:GROW), argues the market is signaling a deeper structural problem. In this op-ed, Holmes examines weakening global mine output, a decades-long decline in major copper discoveries and the growing difficulty of bringing new deposits into production.

Proactive Investors • Sep 11, 2026