A Mining.com report citing new research argues copper and nickel prices could double by 2035 on electrification and supply constraints, a long-horizon framing consistent with this morning’s Chile production-at-risk index and the record copper run. Single-sourced to Mining.com; analytical, not a price forecast with a disclosed model.
South Korea denied a Ukrainian report that its fuel shipments eased Russia’s fuel crisis, pushing back on claims that Korean-origin volumes helped Moscow through its refinery crunch. The denial keeps the attribution of Russia’s fuel imports contested; treat both sides’ claims as narratives pending independent flow data. Single-sourced to Marine Insight reporting the Korean denial.
Hackers accessed an oil tanker’s propulsion system near Texas, US investigators said, per Marine Insight, adding a cyber dimension to energy-shipping security alongside the physical attacks in Hormuz and the Black Sea. Single-sourced.
SpaceX sought regulatory approval for a 32-mile natural gas pipeline in Florida, per OilPrice, to feed its launch operations, a small but real new gas-demand tie-in at Cape Canaveral. Single-sourced.
China completed 8 Northern Sea Route sailings carrying 14,000 TEUs before the winter closure, per Marine Insight, extending the Arctic logistics season that is also carrying record Russian LNG flows east. Single-sourced.
Gold Mountain is weighing a revival of a wartime-era tungsten mine in Brazil, and CleanTech Lithium expanded its Argentine footprint, two early-stage critical-minerals items worth tracking but not market-moving. Both single-sourced to Mining.com.
Air freight shippers are wearying of long-term fixed contracts, per Supply Chain Dive, as volatile shipping costs make shippers prefer flexibility, a freight-market read-through consistent with the tanker crunch. Single-sourced.
On diesel policy, truck stops are being warned against red-dyed diesel sales with “limited upside,” and the trade press greeted the red-dye break with a “big yawn,” suggesting Trump’s fuel-price order is changing little on the ground. Both single-sourced trade-press items.