Guotai CSI Non-ferrous Metal ETF

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

BlackRock Reduces Stake in Shandong Gold from 6.39% to 5.46%

Citi Maintains Buy Rating on CMOC with HK$29.3 Target; Copper Output Unaffected by Sulfur Price Hike

CITIC Asset Management Reduces China Aluminum Stake by 12.63 Million Shares on May 15, Raising About 134 Million HKD

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

Zijin Longxing Delivers First Batch of Electric Dump Trucks to Julong Copper Mine, Achieving Commercialization

China's April Rare Earth Exports Up 35.1%, Alumina Exports Surge 96.6%

HSBC Maintains Buy Rating on CMOC, Sets Target Price at 25.30 HKD

Schroders increases stake in Shandong Gold by 2.6 million shares to 5.03%

UBS Group AG Increases Stake in Tianqi Lithium by 110,000 Shares to 8.02%

Zijin Mining to Hold Annual General Meeting on June 5, Proposes Dividend of 3.8 CNY per 10 Shares

HSBC Research Releases H-Share Copper Report: Zijin, CITIC, and Meiliyun Get Buy Ratings

Morgan Stanley Increased Holding in Tianqi Lithium by Approx. HK$21.41 Million on May 11

Tianqi Lithium Issues 1.43 Million New H Shares for Convertible Bond Conversion

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

UBS Increases Short Position in Tianqi Lithium H Shares

Zijin Mining Reports Significant Q1 2026 Growth

JPMorgan Cuts Stake in CMOC by 2.139 Million Shares

Morgan Stanley Increases Holdings in Tianqi Lithium

REMX

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PICK

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China dominates the supply of key minerals and fiber, creating dependencies in the AI supply chain. U.S. firms are exploring deep-sea mining in the Cook Islands for cobalt, nickel, and rare earths. The demand for fiber in AI data centers is causing shortages and price increases, leading to long-term supplier agreements.

VanEck Rare Earth/Strategic Metals ETF

ISHRS MSCI Glb Slct Met & Mining

GF CSI Rare Metals Theme ETF

Yinhua CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Hwabao WP CSI Non-ferrous Metal ETF

SPDR S&P Mtls & Mng

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Invesco DB TR Base Metals ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

China's mineral and fiber dominance fuels AI supply concerns

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Citi analyst maintained a Buy rating on JL MAG Rare-Earth Co., Ltd. Class H on May 14 and set a price target of HK$38.20. The company’s shares closed yesterday at HK$20.38.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks JL MAG Rare-Earth Co., Ltd. Class H has an analyst consensus of Strong Buy, with a price target consensus of HK$30.00.

Tip Ranks

JLMAG

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi Remains a Buy on JL MAG Rare-Earth Co., Ltd. Class H (6680)

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SCCO

Producers of metals, grains, and raw materials declined sharply due to fears of a prolonged closure of the Strait of Hormuz. Rising oil and fertilizer prices may negatively impact global economic growth and demand for cyclical commodities like copper. Additionally, Sherritt International is reportedly seeking to exit its operations in Cuba amid potential threats from the Trump administration's regime change efforts.

MorningStar

Freeport Mcmoran

JCCL

Southern Copper

 BHP Group Ltd

VanEck Gold Miners ETF

VanEck Junior Gold Miners ETF

Global X Copper Miners

iShares Copper and Metals Mining ETF

Sprott Copper Miners ETF

Materials Down on Hormuz Fears — Materials Roundup

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HSBC Research reports that Chinese copper stocks have underperformed despite a significant rise in copper prices, driven by supply concerns. The firm raised the target price for CHINFMINING to HKD18.6, citing strong demand and favorable fundamentals. It views current market concerns as overstated, presenting a buying opportunity. MMG is highlighted for its earnings sensitivity to copper prices, while ZIJIN MINING's earnings are less sensitive due to gold contributions. A Hold rating is maintained for JIANGXI COPPER due to its valuation and contract limitations.

AASTOCKS News

JIANGXI COPPER

CHINFMINING

HSBC Research: Chinese Copper Stocks Lag Copper Price Rally Present Buying Opportunity; CHINFMINING  TP Raised to HKD18.6

Chile's government appointed Bernardo Fontaine as the new chairman of Codelco, the world's largest copper producer, amid concerns over the company's debt, budget overruns, and production challenges. Fontaine's term begins on May 26, replacing Maximo Pacheco. The new board members, Luz Granier and Alejandro Canut, will lead an investigation into recent production issues, including allegations of improper reporting of copper production figures. Codelco aims to recover production levels to meet a target of 1.7 million tons by 2030 after recent lows.

fidelity

Chile taps new chair for copper miner Codelco amid production, debt concerns

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The global underground mining market is projected to grow from $23.1 billion in 2023 to $28.5 billion by 2033, with a CAGR of 2.1%. This growth is driven by rising demand for metals and minerals due to industrialization and the shift towards electrification, particularly for electric vehicles and renewable energy. Key opportunities include the supply of battery-grade materials and advancements in automation and digitalization. However, challenges such as safety concerns and the transition to renewable energy sources pose risks to coal-based operations.

prnewswire

ZHONGJIN GOLD

Kinross Gold

Agnico Eagle Mines

Newmont

SD-GOLD

Zijin Mining

Us Gbl GLD & Met

Sprott GLD Miners Etf

Hua Xia CSI New Energy Vehicles ETF

Global X Silver Miner

iShares Lithium Miners and Producers ETF

Sprott JR Gold Miners ETF

Amplify Lithium & Battery Tech ETF

Themes Lithium & Battery Metal Mnrs ETF

SPDR Gold Minishares

Microsectors Gold Miners 3x Leveraged ETN

iShares Energy Storage & Materials ETF

EFUND GOLD MI-U

SPDR Gold Shares

Direxion Daily Gold Miners Bull 2X

ChinaAMC Gold ETF

Proshares S&P Global Core Battery Metals ETF

Roundhill Gold Miners Weeklypay ETF

EFUND GOLD MI-R

EFUND GOLD MI ETF

GLOBAL X Gold Explorers

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Sprott Active Metals & Miners ETF

Pro Ultr GLD

First Trust S-Network Future Vehicles & Tech ETF

Sprott Lithium Miners ETF

Direxion Daily Jr Gold Miners Bull 2X

iShares MSCI Global Gold Miners

Global X Lithium & Battery Tech

13:35 ETThe global underground mining market, which is slated to reach $28.5 billion by 2033, growing at a CAGR of 2.1% | Allied Market Research

Copper has been climbing from its March lows and is now up 13% year to date, with London prices breaking above $14,000 per ton on Tuesday.This move appears to be driven by several factors: recovering Chinese demand, tightening inventories, sulfur shortages in the Middle East that threaten parts of the supply chain, and renewed interest in the AI infrastructure trade, where copper is increasingly seen as essential for electrification, grid expansion, and data center buildouts.

ZeroHedge

Hudbay Minerals

ERO Copper

Teck Resources B

United States Copper Index

Sprott Junior Copper Miners ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

What's Fueling Copper Above $14,000? JPM Breaks It Down

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Citi has adjusted its commodity preference ranking, placing copper at the top due to its lagging prices and easing Middle East tensions. The bank's report highlights a strong performance in lithium stocks, while aluminum has underperformed. Overall, mining stocks are expected to align with commodity price trends despite current underperformance. Citi's new top picks include CATL, MMG, CMOC, CHALCO, GANFENGLITHIUM, and HUNAN YUNENG, with varying short selling ratios and price changes.

CATL

GANFENGLITHIUM

Yuneng New Energy

Ganfeng Lithium

CMOC

CHALCO

CATL HK SDR 30to1

Citi Adjusts Commodity Preference Ranking, Tops Copper; New Top Picks Include CATL , MMG , CMOC , CHALCO , GANFENGLITHIUM

Coppernico Metals (OTCMKTS:CPPMF) shares rose 1.3% to $0.3302, with a market cap of $70.79 million and a P/E ratio of 3.67. Trading volume was down 66% from the average. The company focuses on mining and exploring copper, gold, and silver in Canada, holding a 75% interest in the Copper Mountain mine. Analysts currently rate the stock as a Hold, but it is not among the top recommended stocks for investment.

Market Beat

Copper Mountain Mining Corporation Shs Chess Deposit Interests Repr 1 Sh

Coppernico Metals (OTCMKTS:CPPMF) Trading 1.3% Higher   - Should You Buy?

The Toronto Stock Exchange rose nearly 190 points, led by gains in Base Metals and Energy sectors. However, Canada's job market showed weakness, losing 17.7K jobs in April, raising the unemployment rate to 6.9%. Wage growth accelerated by 3.4%, but the labor market remains soft. Analysts expect the Bank of Canada to maintain interest rates amid trade uncertainties and rising energy costs, with the unemployment rate likely to stay stable throughout the year.

Fidelity

iShares S&P GSCI Dynamic Roll Industrial Metals Swap ETF USD

iShares S&P 500 Energy Sector UCITS ETF

Canadian Imperial Bank Comm

TSX Up Near 190 Points at Midday With Most Sectors Higher, Led By Base Metals and Energy

Guotai CSI Non-ferrous Metal ETF(159881.SZ)