Japan PM Takaichi set for talks with Australia's Albanese on energy security

Japan Prime Minister Sanae Takaichi is set to hold talks in Canberra ​on Monday with Australian counterpart Anthony Albanese, ‌at which energy security and rare earths cooperation are likely to be high on the agenda.

Reuters • May 4, 2026

Embattled U.S. manufacturers show their metal, grow fourth month in a row despite Iran war

ISM shows strongest expansion since 2022 — but inflation is a big problem

Market Watch • May 1, 2026

Sovereign Demand for Minerals Should Keep Lifting This Metals and Mining ETF

Governments around the world are treating metals and minerals as strategic assets, and that shift is creating a structural demand floor that did not exist a decade ago.

24/7 Wall Street • Mar 31, 2026

PICK: Is It Time To Shake Off The Miners? Maybe Not Yet

The iShares MSCI Global Metals & Mining Producers ETF (PICK) faces short-term headwinds from inflation and geopolitical conflict, particularly the Iran situation. PICK's portfolio is concentrated in mega-cap diversified miners and steel/copper names, with economic risk tied to global construction and China-driven demand. Valuations for PICK's top holdings are fair and supported by strong quant ratings, but cyclical risks and high volatility warrant caution.

Seeking Alpha • Mar 27, 2026

PICK's Copper Bet Faces Critical Test as China Infrastructure Spending Looms

The iShares MSCI Global Metals & Mining Producers ETF ( NYSEARCA:PICK ) has surged 66% over the past year, climbing from roughly $35 to $58 per share.

24/7 Wall Street • Jan 25, 2026

PICK: Downgrading Global Miners ETF On Surging Price And Valuation

PICK: Downgrading Global Miners ETF On Surging Price And Valuation

Seeking Alpha • Jan 21, 2026

Update On The PICK ETF: The Case For Higher Base Metal Producer Shares

iShares MSCI Global Metals & Mining Producers ETF has surged over 26% since May 2025, outperforming the base metals composite. PICK benefits from strong Q3 and year-to-date gains in copper, aluminum, tin, and other base metals, reflecting robust sector fundamentals. The ETF offers leveraged upside to base metals, supported by structural copper deficits, Chinese demand, and global energy transition trends.

Seeking Alpha • Nov 11, 2025

PICK: A Metals And Mining ETF Without Gold And Silver

The iShares MSCI Global Metals & Mining Producers ETF provides diversified exposure to global metals and mining producers, excluding gold, silver, and uranium. PICK is more value-oriented and less volatile than XME but has underperformed due to currency headwinds and lack of precious metals exposure. PICK is suitable for investors seeking metals and mining exposure without gold and silver, especially if they already hold precious metals elsewhere.

Seeking Alpha • Nov 3, 2025

PICK: Short Term Turbulence Offsetting Long Term Outlook

iShares MSCI Global Metals & Mining Producers ETF offers diversified exposure to global metals and mining, benefiting from long-term trends in clean energy and infrastructure demand. The short-term outlook for key metals like copper, iron, and aluminum is negative due to weak commodity prices and China's slowdown, justifying a 'hold' rating. PICK stands out for its lower expense ratio, higher dividend yield, and broader diversification compared to peers, but lacks exposure to surging gold and silver.

Seeking Alpha • Aug 7, 2025

PICK: Soft Dollar And Other Macro Tailwinds Keep Me Bullish

I reiterate my buy rating on iShares MSCI Global Metals & Mining Producers ETF, supported by attractive valuation, high EPS growth, and a compelling PEG ratio under 1.0x. A falling dollar and international exposure provide macro tailwinds, with metals and mining stocks benefiting from currency translation and global demand. Technical indicators, including a golden cross and a bullish reverse head and shoulders pattern, suggest near-term upside potential for PICK toward a $47 price target.

Seeking Alpha • Aug 7, 2025