Februari 2026

Analis komoditas memprediksi harga logam timah di pasar global menembus level US$60.000/ton, jika wacana Indonesia menyetop ekspor timah murni batangan atau ingot resmi diberlakukan tahun depan. Analis Komoditas dan Founder Traderindo Wahyu Laksono menyatakan Indonesia merupakan negara produsen timah kedua terbesar di dunia setelah China, dengan produksi tahunan mencapai 50.000 ton timah. “Rencana Indonesia untuk […]

French mining group Eramet will launch a €500-million capital increase and consider selling stakes in some activities in 2026 after a slump in earnings and a jump in debt last year, it said on Wednesday. The nickel, manganese and lithium producer unveiled the measures as it also faces a management crisis following the firing of

Rising metals prices driven by artificial intelligence demand and a global industrial recovery prompted an upgrade of Peruvian equities to “overweight” by Oxford Economics analysts on Thursday. The firm maintained its “overweight” rating for Brazil on expected interest rate cuts. Peru is best placed to capitalize on the copper cycle due to its high export

Gold’s volatile run is far from over, with the precious metal increasingly reasserting itself as an alternative form of “risk-free” money alongside the US dollar amid persistent inflation and geopolitical uncertainty, according to Jupiter Asset Management. With physical bullion in short supply, the firm sees mining companies as a more efficient way to gain exposure,

Brazilian mining giant Vale (NYSE: VALE) is selling control of Manitoba’s Thompson nickel mine complex to a trio of investors that agreed to inject up to $200 million in the operation. Privately held Canadian explorer Exiro Minerals, Orion Resource Partners and the federally owned Canada Growth Fund (CGF) will form a new company alongside Vale’s

The Trump administration is stepping up its push to reinvigorate the U.S. coal industry as it pursues its goal of boosting energy security. Last week, the Department of Energy announced it would provide $175 million in funding for projects to modernize, retrofit and extend the useful life of six coal-fired power plants that serve rural and remote

At least 33 miners have died in a suspected carbon-monoxide leak at a lead and zinc mine in central Nigeria’s Plateau state, witnesses have told the BBC. The tragedy is believed to have happened just before sunrise at a site outside the town of Wase run by the mining company Solid Unity Nigeria Ltd. Toxic

Menteri Investasi Indonesia bersama perusahaan tambang asal Amerika Serikat (AS) Freeport-McMoRan dan unitnya di Indonesia, PT Freeport Indonesia, menandatangani nota kesepahaman (MoU) untuk memperpanjang izin tambang Freeport Indonesia melampaui 2041. Chairman Freeport-McMoRan Richard Adkerson mengungkapkan hal tersebut saat berbicara dalam acara yang diselenggarakan U.S. Chamber of Commerce di Washington pada Rabu malam. Acara itu turut

Badan Pengelola Investasi Daya Anagata Nusantara (Danantara Indonesia) mengungkapkan terkait dengan alasan menyematkan kembali status Persero (Perusahaan Perseroan) terhadap PT Aneka Tambang (Persero) Tbk (ANTM) dan PT Bukit Asam (Persero) Tbk (PTBA). Chief Operating Officer (COO) Danantara Dony Oskaria menjelaskan langkah itu dilakukan sebagaimana ketentuan Undang-Undang (UU) Nomor 16 Tahun 2025, yaitu adanya penyesuaian hak

PT Merdeka Gold Resources Tbk (EMAS), anak usaha PT Merdeka Copper Gold Tbk (MDKA), melakukan penuangan emas perdana (first gold pour) di Tambang Emas Pani, Kabupaten Pohuwato, Provinsi Gorontalo, pada 14 Februari 2026. Pencapaian di pertengahan kuartal I-2026 ini tercatat lebih awal dari target realisasi yang semula diperkirakan pada akhir kuartal I-2026. First gold pour

Di tahun 2026, laba bersih PT Vale Indonesia Tbk (INCO) diprediksi naik hingga 355% setelah perseroan mengamankan kuota produksi nikel 8 juta ton. Ini akan menjadi amunisi bagi saham INCO untuk melambung menuju target harga tinggi. Berdasarkan riset CLSA yang dipublikasi di Jakarta, kemarin disebutkan, INCO berniat menambang dan menjual habis kuota itu pada semester

Harga batu bara acuan (HBA) pada periode kedua Februari 2026 kompak turun. HBA untuk emas hitam kalori tinggi pun anjlok. HBA terbaru ditetapkan Menteri Energi dan Sumber Daya Mineral (ESDM) Bahlil Lahadalia lewat Keputusan Menteri Energi dan Sumber Daya Mineral Nomor 97.K/MB.01/MEM.B/2026 tentang Harga Mineral Logam Acuan dan Harga Batubara Acuan Untuk Periode Kedua Bulan

Perhimpunan Ahli Pertambangan Indonesia (Perhapi) mendesak pemerintah untuk segera merevisi naik harga batu bara khusus program domestic market obligation (DMO), seiring dengan rencana pemangkasan kuota produksi tahun ini. Ketua Umum Perhapi Sudirman Widhy Hartono menyatakan harga DMO belum pernah mengalami penyesuaian usai ditetapkan pada 2018, yakni sektor kelistrikan sebesar US$70/ton serta sektor industri pupuk dan

PT United Tractors Tbk (UT) bersama anak perusahaannya, PT Pamapersada Nusantara (PAMA), meraih prestasi di ajang The 11th PR INDONESIA Awards (PRIA) 2026 yang diselenggarakan di Yogyakarta. PT United Tractors Tbk (UT) bersama anak perusahaannya, PT Pamapersada Nusantara (PAMA), meraih prestasi di ajang The 11th PR INDONESIA Awards (PRIA) 2026 yang diselenggarakan di Yogyakarta. Head

Asosiasi Eksportir Timah Indonesia (AETI) mengingatkan pemerintah agar memastikan kesiapan industri hilir sebelum merealisasikan rencana penghentian ekspor timah, khususnya dalam bentuk ingot. Ketua Umum AETI Harwendro Adityo Dewanto menegaskan, perlu ada pembedaan yang jelas antara bijih timah dan ingot timah dalam kebijakan ekspor. Menurutnya, ekspor bijih timah memang sudah dilarang, sementara ekspor ingot hingga kini

Analis komoditas memandang pemangkasan kuota produksi nikel dalam Rencana Kerja dan Anggaran Biaya (RKAB) 2026 menjadi 270 juta ton berpotensi membuat pasokan bijih untuk smelter domestik tak terpenuhi. Kondisi tersebut dinilai bisa memengaruhi rencana investasi penghiliran nikel baru di Tanah Air. Analis komoditas dan Founder Traderindo Wahyu Laksono berpendapat pemotongan kuota produksi bijih nikel tahun ini menjadi

Harga batu bara masih makin mengganas ditopang kabar baik dari Amerika Serikat (AS). Pada perdagangan Rabu (18/2/2026), harga batu bara ditutup di posisi US$ 122,15 atau menguat 0,91%. Penguatan ini memperpanjang tren positif harga batu bara dengan menguat 5,1% selama lima hari beruntun. Penguatan juga membawa emas ke rekor tertinggi sejak 22 Januari 2025 atau

Metso has been awarded an order for multiple Vertimill® 4500 grinding mills for a Direct Reduction (DR) grade iron ore project. The order, valued at over EUR 10 million, has been recorded in the Minerals segment’s orders received for the first quarter of 2026. The Vertimill grinding mills offer significant advantages for iron ore projects.

Copper rose higher on Wednesday, bouncing back from a more than one-week low in the previous session, as investors stepped in to buy the dip and as industrial metals prices tracked a rebound in tech stocks. Benchmark copper on the London Metal Exchange was up 2.2% at $12,893 a metric ton as of 1700 GMT,

Gold prices edged lower on Thursday after a more than 2% gain in the previous session, as the U.S. dollar firmed ahead of a key inflation report due later this week that could provide more cues on the U.S. interest rate trajectory. Spot gold dipped 0.4% to $4,961.57 per ounce by 0112 GMT, ‌after gaining

Prices of two key rare earths, crucial for making super-strong magnets used in EVs and defence equipment, have rallied on firm demand and bottlenecks in supply, above a ground-breaking price floor provided by the U.S. last year to miner MP Materials. The near doubling of prices over seven months means the U.S. government will not

Anglo Asian Mining (LON: AAZ) said on Wednesday it expects to approximately triple its copper output in 2026, its first full year as a multi-asset producer. The company historically produced gold and silver across its Azerbaijan-focused operations. In 2025, it officially became a copper producer after bringing the Gilar and Demirli mines online. Since their respective

Looking ahead to 2026, global lithium output is expected to increase further by 15.0% to reach 389,100t.   Global lithium production is estimated to have increased significantly by 19.7% in 2025 to reach 338,300 tonnes (t), supported by rising output from emerging producers such as Zimbabwe, Mali, and Argentina, alongside incremental growth from established producers,