Le CN soutiendra la mine de potasse Jansen de BHP grâce à un service ferroviaire reliant la production de la Saskatchewan aux marchés mondiaux

CN has signed a transportation agreement with BHP to support potash shipments from the Jansen potash mine in Saskatchewan to west coast export terminals. The agreement leverages CN's 20,000-mile network to connect Canadian potash producers to international markets in Asia and Latin America, supporting the initial production phase of one of the world's largest new potash developments.

06/05/2026, 2:00 PM • GlobeNewswire

CN to Support BHP’s Jansen Potash Mine with Rail Service Connecting Saskatchewan Production to Global Markets

CN has signed a transportation agreement with BHP to move potash from the Jansen Potash Mine in Saskatchewan to export terminals on Canada's West Coast. The agreement leverages CN's 20,000-mile rail network to connect potash production to global markets through Westshore Terminals in Vancouver, supporting the initial production phase of one of the world's largest new potash developments.

06/05/2026, 2:00 PM • GlobeNewswire

Critical Minerals Market Heats Up as Nickel and Cobalt Demand Surges Worldwide

Global demand for nickel and cobalt is surging due to electric vehicle expansion and renewable energy projects. The nickel market is projected to exceed $60 billion while cobalt could reach over $20 billion by decade's end. Supply security concerns are driving interest in North American mining projects, with junior exploration companies attracting investor attention for high-grade deposits that offer lower production costs.

05/21/2026, 9:15 AM • Benzinga

Cuba: The Battery Metal Play Hidden Inside A Geopolitical Crisis

The U.S. has imposed sanctions on Cuba's mining and metal sectors following geopolitical tensions, blocking access to its vast cobalt and nickel reserves—the largest in the Western Hemisphere. While Cuba's resources are strategically valuable for the EV industry, significant risks including infrastructure collapse, emigration, legal disputes under the Helms-Burton Act, and regulatory uncertainty could delay extraction. Companies already positioned in Cuba's mining sector or diversified global miners could benefit if conditions improve or regime change occurs.

05/14/2026, 9:13 AM • Benzinga

2 Mining Stocks to Buy in May

Mining stocks are positioned for growth due to increased demand for metals driven by data center expansion, renewable energy, and geopolitical uncertainty. BHP Group, the world's largest mining company, is capitalizing on copper demand trends with projections of growth from 33 million to 50 million tons by 2050. Agnico Eagle Mines, a gold producer with low operating costs and renewable energy advantages, is well-positioned to benefit from rising precious metal prices while remaining insulated from fuel cost pressures.

05/09/2026, 3:05 PM • The Motley Fool

Coal Mining Market Size to Hit USD 977.24 Million by 2035 | SNS Insider

The global coal mining market is valued at USD 780.06 million in 2025 and is expected to reach USD 977.24 million by 2035, growing at a CAGR of 2.34%. Growth is driven by rising global electricity demand, continued reliance on coal for baseload power generation, and strong demand from industrial sectors like steel and cement, particularly in Asia Pacific. Thermal coal dominates with 77% market share, while power generation accounts for 67% of applications.

04/23/2026, 3:30 AM • GlobeNewswire

BHP Turns To Africa, As Hormuz Threatens Copper Surplus Thesis

BHP is expanding exploration in Africa as geopolitical tensions threaten copper market forecasts. A blockade of the Strait of Hormuz and China's sulfuric acid export ban are constraining supply for leach-based copper production, potentially offsetting Goldman Sachs' projected 490,000-ton market surplus. BHP, as a vertically integrated major, is better positioned than peers to weather the supply crunch.

04/22/2026, 5:47 AM • Benzinga

CCUS Hub Study identifies five Asia-Pacific hub sites and welcomes new consortium partners

An industry consortium has completed Phase 1 of a Carbon Capture, Utilisation and Storage (CCUS) Hub Study, assessing over 3,000 potential sites across Asia-Pacific and identifying five key hubs in India, Indonesia, Malaysia, and Australia. The study focuses on enabling hard-to-abate industries like steelmaking to reduce emissions through shared CCUS infrastructure. Three new partners—K LINE, Kobe Steel, and LETA—have joined the consortium, which will now proceed to Phase 2 for detailed engineering and commercial analysis.

04/19/2026, 10:00 PM • GlobeNewswire

CCUS Hub Study identifies five Asia-Pacific hub sites and welcomes new consortium partners

An industry consortium has completed Phase 1 of a Carbon Capture, Utilisation and Storage (CCUS) Hub Study, assessing over 3,000 potential sites across Asia-Pacific and identifying five key hubs in India, Indonesia, Malaysia, and Australia. The study aims to develop common infrastructure for emissions reduction in hard-to-abate industries like steelmaking. Three new partners—K LINE, Kobe Steel, and LETA—have joined the consortium, which will now proceed to Phase 2 for detailed engineering and commercial analysis.

04/19/2026, 10:00 PM • GlobeNewswire

$34.73 Bn Cobalt Market Trends and Future Forecasts to 2035: Cobalt Sulfate Leads Market Segments; Industrial Chemicals and Aerospace Sectors to Accelerate Growth

The global cobalt market is projected to expand from USD 16.12 billion in 2025 to USD 34.73 billion by 2035, with a CAGR of 7.23%. Growth is driven by increasing demand in electric vehicles, renewable energy technologies, and industrial applications. Cobalt sulfate currently dominates the market, while industrial chemicals and aerospace sectors are expected to accelerate growth. Asia-Pacific leads in market share, though North America is anticipated to experience higher growth rates.

04/17/2026, 4:47 AM • GlobeNewswire

Rust to Riches: The Great Resource Realignment

Rio Tinto and BHP Group are strategically transforming from traditional miners into suppliers for the global energy and agricultural revolutions. Both companies are pivoting toward high-demand commodities like copper, potash, and green iron production to capitalize on the energy transition and food security trends. With strong financial positions, attractive dividend yields, and significant institutional backing, both stocks have gained over 80% in the past 12 months, suggesting their valuations may not yet fully reflect their long-term growth potential.

04/09/2026, 8:28 AM • Investing

The Great Copper Squeeze: Why Smart Money is Hoarding Hard Assets

Global copper supplies face a significant deficit of over 150,000 tonnes in 2026 driven by grid electrification, AI data centers, and defense spending. Major mining companies and junior explorers are positioning themselves to capitalize on this supply crunch, with mining M&A deal values jumping 45% last year. The US government has committed over $30 billion to critical minerals, elevating copper demand to a matter of national security. Nevada and Ontario remain the top mining jurisdictions globally.

03/24/2026, 9:30 AM • Benzinga

War Erases Gold And Silver Gains While Contrarians Eye Value

Gold and silver prices have plunged 25.5% and 50% respectively from January peaks due to war-driven market volatility and profit-taking, despite strong physical demand in China. Contrarian analysts argue the selloff is positioning-driven rather than fundamentals-based, suggesting gold and copper producers now offer compelling value with strong balance sheets and historically elevated margins.

03/23/2026, 3:22 PM • Benzinga

War Erases Gold And Silver Gains While Contrarians Eye Value

Gold and silver prices have plummeted 25.5% and 50% respectively from January peaks due to war-driven market volatility and profit-taking, despite strong physical demand in China. Contrarian analysts argue the selloff is positioning-driven rather than fundamental, suggesting gold and copper producers now offer compelling value as the Fed may need to intervene with rate cuts.

03/23/2026, 7:44 AM • Benzinga

BHP's Next CEO Prefers Growth, Open To 'Incredibly Compelling' Deals

BHP Group has appointed Brandon Craig as its next CEO, effective July 1, 2026, succeeding Mike Henry. Craig, a 25-year BHP veteran who most recently led the Americas division, plans to focus on organic growth in copper and potash while remaining selectively open to acquisitions. The company aims to continue its transformation toward these core commodities while maintaining capital discipline.

03/18/2026, 7:23 AM • Benzinga