Eurasia Group counselor Dominic Barton says corporate leaders can no longer treat geopolitics as a boardroom sideshow amid tariffs and new restrictions.

Rio Tinto Group (LSE:RIO) is back in focus after welcoming a long term power agreement for Tomago Aluminium, which secures electricity supply to 2038 and targets 100% renewable power from 2033. See our latest analysis for Rio Tinto Group. The Tomago agreement comes after a series of decarbonisation and power security steps for Rio Tinto Group. The stock has paired a 5.84% 1 month share price gain with a 66.46% 1 year total shareholder return, suggesting recent momentum has cooled slightly...

Rio Tinto Group (LSE:RIO) agreed a long term renewable power supply for the Tomago Aluminium smelter in partnership with Australian federal and state governments. The deal supports continued operation of Australia's largest aluminium smelter and underpins thousands of regional jobs. The agreement includes a decade long power purchase arrangement that aims to cut emissions and improve energy system reliability. To keep exploring how large scale energy agreements might intersect with listed...

8.44am: Inflation may not move Bank of England dial Some thoughts on this morning's UK inflation numbers, which showed July's CPI up 2.9% from a year ago, increasing from 2.6% in June. Core CPI stayed put at 2.6%, while services CPI slowed to 3.4% from 3.6%. "What happened in July?...

Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU) CEO Dr Tim Coughlin tells Proactive's Stephen Gunnion the company is 18 drill holes into Hanash North in Saudi Arabia, defining what he calls a zinc-silver project of significant potential, helped by zinc being 2026's best-performing metal so far. Coughlin explained the project showed little at surface, with only a thin, average-grade copper hit from a 1980s Rio Tinto hole. By untangling complex structural geometry, Royal Road identified a target at depth: mineralisation now extends over 350 metres of strike, remains open in multiple directions, with down-hole thicknesses of up to 20 metres of zinc at shallow depths. He also pointed to gold appearing at certain depths as a vector suggesting a larger causative intrusion below, which the team plans to drill. All work so far has been reverse circulation; diamond drilling and further geophysics, including an ongoing self-potential survey, are next. On capital allocation, Coughlin confirmed recently raised cash is dedicated entirely to Colombia, where Royal Road believes it's the largest title holder, with the Saudi programme's advancement to be discussed with JV partners and major shareholders. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #RoyalRoadMinerals #RRD #MiningExploration #ZincSilver #SaudiArabia #Colombia #MiningStocks #JuniorMining #ResourceInvesting #ProactiveInvestors

Gordon Neal has a formula, and he doesn't pretend otherwise: find the smartest geologists in the room, follow their instincts, and let grade and tonnage do the talking. It worked at MAG Silver, which he helped grow to a multibillion-dollar valuation. It worked at New Pacific Metals, where he...

Pitcher Partners CIO Cameron Curko talked with Proactive about the contrasting trends emerging from the Australian earnings season, with consumer-facing stocks coming under pressure while resources and energy companies continue to show resilience. He pointed to higher interest rates and weaker housing market activity as important pressures on goods-focused retailers. A slowdown in property transactions can reduce spending on furniture, appliances and other household products, while businesses facing weaker demand may respond with discounting, cost reductions and store rationalisation. Curko also discussed the growing importance of efficiency across corporate Australia. He highlighted cost control and investment in artificial intelligence, including CBA’s expectation that AI investment could begin producing benefits during the financial year. Resources remain a contrasting area of strength. Curko said copper had become increasingly important to major miners including BHP and Rio Tinto, supported by mine closures, data-centre demand and the continuing renewables transition. Energy stocks, meanwhile, were being supported by geopolitical disruption affecting commodity flows from the Middle East. Looking ahead, Curko said AGM season could prove particularly important as companies provide further indications about FY27 trading. He remained positive on major miners at prevailing commodity prices while taking a more cautious view of banks and parts of the domestic-facing market. Visit Proactive’s YouTube channel for more interviews and market insights. If you found this video useful, give it a like, subscribe to the channel and enable notifications for future content.

Albemarle's shares have slumped as lithium prices retreat, but rising demand, project ramp-ups and productivity gains support its long-term outlook.

ALB's 28% slide reflects weak lithium prices and near-term margin pressure, but project ramp-ups and cost savings offer support.

European indexes were mostly higher, boosted by financials and technology sectors. However, the FTSE 100 was down as miners fell after Antofagasta cut its production guidance for the year.

Rio Tinto PLC has welcomed a long-term power agreement that will keep Australia’s largest aluminium smelter operating until 2038, backed by A$1.1 billion of investment and a transition to 100% renewable electricity from 2033. The agreement between Tomago Aluminium, the Australian Government...

FTSE 100 down 31 points at 10,802 Miners lead the decline Scottish Mortgage heads Footsie Economy grows by 0.4% 9.27am: Scottish Mortgage heads the risers Scottish Mortgage rose 1.8%, one of the few blue chips in the green, and the reason sits several thousand miles west. US...

Australia’s largest aluminium smelter has secured a long-term electricity agreement and committed A$1.1 billion of investment through 2038.

Domestic Metals Corp (TSX-V:DMCU, OTCQB:DMCUF, FRA:03E0) CEO Gordon Neal tells Proactive's Stephen Gunnion the company is set to begin its maiden 9,000-metre drill program at its Smart Creek copper project in Montana later this month, with first assay results expected by mid-October. Neal said surface geochemistry completed in 2025 returned peak results of 102 grams per tonne gold, 3,800 grams per tonne silver, and 28% copper, which he describes as highly unusual in 35 years of industry experience. Neal highlighted that Rio Tinto's best historical hole at the project - hole 22, drilled in 2022 - returned 109 metres at 0.75% copper but was distal to the centre of mineralization and drilled vertically into a dipping structure. Domestic Metals intends to redrill that target at the correct angle to capture the full width of the mineralised zone. A hydrothermal copper vein rock sample picked up at hole 22 during a recent site visit was estimated at 12% copper by the company's geologist and subsequently tested internally at 38% copper. Neal said the company is vectoring toward what it believes is the porphyry centre of mineralisation, likely in the Sunrise Mine area, using 15 years of accumulated drilling data combined with its own geophysics and geochemistry, which he said overlay each other across the project. The company is fully permitted. Key milestones for investors, according to Neal, include visual core results to be released ahead of assays if significant mineralisation is encountered, with laboratory turnaround currently running three to four weeks. Drilling is set to begin in late August, with core available by mid-September and assay results expected by mid-October at the latest. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #DomesticMetalsCorp #DMCO #copper #gold #silver #porphyry #SmartCreek #juniorminers #miningstocks #resourcesector

Itafos Inc (ITFS) navigates supply chain disruptions with a 14% revenue increase and a key Rio Tinto contract shift, despite record-high sulfur prices pressuring margins.

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Rio Tinto Group stock has delivered a strong 88.9% return over the past three years, yet the valuation picture is split, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a premium while earnings based multiples screen as relatively cheap. Over the last three years, Rio Tinto Group has returned 88.9%, which puts more focus on whether recent gains already reflect the company’s prospects. Stronger copper earnings and higher free cash flow can support optimism...

Domestic Metals Corp (TSXV:DMCU)(OTCQB:DMCUF) CEO Gordon Neal tells Proactive's Stephen Gunnion why the Smart Creek project in Montana is his central investment case, pointing out that joint-venture partner Rio Tinto refused to reduce its 40% stake below that level when Neal pushed for a larger share - a signal he says investors should take seriously. Neal outlined the data assembled since acquiring the project. Rio Tinto's best historic hole at Hole 22 returned 109 metres grading 0.75% copper, but Neal says that intercept was distal to the main porphyry centre. Surface sampling has returned 100 grams per tonne gold alongside 3,800 grams per tonne silver and 23% copper. Geophysics has identified five target areas, all pointing west toward the interpreted porphyry centre. The company is planning a 9,000-metre drill program. The first three holes will re-drill Hole 22 on an angle rather than vertically, because the team believes mineralisation is dipping to the west and a vertical hole understates true mineralised width. The program will then move to the Sunrise area to the west, where geologists Dan McNeill and Alan Wainwright found a four-gram-per-tonne gold porphyry dike at surface that Rio Tinto has acknowledged it missed. Drilling is scheduled to begin at the end of August, with laboratory turnaround times quoted at three to four weeks, putting initial results in the late-September to mid-October window. Neal said finding a drill rig was the main logistical challenge, describing drill availability as tight across the junior sector. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #DomesticMetals #DML #mining #copper #gold #porphyry #juniorminers #resourceexploration #ProactiveInvestors

Domestic Metals Corp (TSXV:DMCU)(OTCQB:DMCUF) CEO Gordon Neal tells Proactive's Stephen Gunnion why the Smart Creek project in British Columbia is his central investment case, pointing out that joint-venture partner Rio Tinto refused to reduce its 40% stake below that level when Neal pushed for a larger share - a signal he says investors should take seriously. Neal outlined the data assembled since acquiring the project. Rio Tinto's best historic hole at Hole 22 returned 109 metres grading 0.75% copper, but Neal says that intercept was distal to the main porphyry centre. Surface sampling has returned 100 grams per tonne gold alongside 3,800 grams per tonne silver and 23% copper, and a rock sample collected on site assayed at 38% copper against a geologist's field estimate of 12%. Geophysics has identified five target areas, all pointing west toward the interpreted porphyry centre. The company is planning a 9,000-metre drill program. The first three holes will re-drill Hole 22 on an angle rather than vertically, because the team believes mineralisation is dipping to the west and a vertical hole understates true mineralised width. The program will then move to the Sunrise area to the west, where geologists Dan McNeill and Alan Wainwright found a four-gram-per-tonne gold porphyry dike at surface that Rio Tinto has acknowledged it missed. Drilling is scheduled to begin at the end of August, with laboratory turnaround times quoted at three to four weeks, putting initial results in the late-September to mid-October window. Neal said finding a drill rig was the main logistical challenge, describing drill availability as tight across the junior sector. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #DomesticMetals #DML #mining #copper #gold #BritishColumbia #porphyry #juniorminers #resourceexploration #ProactiveInvestors

Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) announced that it has updated the branding for its next-generation graphene battery technology as development work continues with the University of Queensland, Rio Tinto and the Battery Innovation Center of Indiana. The new branding...

Hyperscalers are racing to build AI data centers and expand power capacity. U.S. data-center power demand is forecast to increase from 31 GW in 2025 to 66 GW by 2027, and data center electricity consumption is expected to increase four times from today’s level by 2035. Goldman Sachs projects hyperscaler spending on AI infrastructure to […]

Investors took a cautious stance ahead of Wednesday's CPI report

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Find insight on Glencore, Henkel, a U.S. ban on exports of tungsten scrap and more in the latest Market Talks covering basic materials.

Domestic Metals Corp (TSX-V:DMCU, OTCQB:DMCUF, FRA:03E0) said it plans to launch a 9,000-metre diamond drill program at its Smart Creek copper porphyry project in Montana, targeting high-grade porphyry copper style mineralization. The program will test multiple high-priority targets...