Taishin Financial Holding Co Ltd2887
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Taishin Financial Holding Co LtdTheme Impact 1
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Oceanic Iron Ore Corp.Private▲ Positive
Regulationrelevance
Oceanic Iron Ore qualified to upgrade from Pink Limited to the OTCQX Best Market, improving U.S. trading transparency
OTC Markets Group IncPrivate▲ Positive
Demandrelevance
OTC Markets Group operates the OTCQX market where Oceanic Iron Ore begins trading, and its OTC trading volumes surged 88.25% in Q2 2026
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Chile
ChinaBofA Raises Copper Forecast 20% to $12,000, Names Top Mining Picks
BofA Securities raised its long-term copper price forecast by 20% to $12,000 per ton for 2026 and updated its mining sector rankings, upgrading BHP to Buy with a price objective of A$68 and naming the world's largest copper producer its top pick among large-cap mining stocks. Glencore was rated Buy with a price objective of GBp650, with BofA highlighting its copper growth options and monitoring a potential Australian listing for the diversified miner. Norsk Hydro received a Buy rating with a price objective of NOK98, which BofA described as offering interesting risk-reward characteristics for the pure-play aluminum company. Antofagasta maintained its Buy rating with a price objective of GBp4700, with the bank noting roughly 30% volume growth potential. BofA also trimmed its 2027 aluminum forecast by 5% to $3,625 per ton, and cautioned that investors should be prepared for potential drawdowns of 10% to 20%, noting that during China's super cycle from 2002 to 2008 markets experienced multiple corrections despite overall upward trends.
About megatrends
Critical Materials & Supply Chain › Copper Mining & Concentrate ▲Pricing
Critical Materials & Supply Chain › Copper ▲Pricing
Critical Materials & Supply Chain › Iron Ore, Bauxite & Metallurgical Inputs Pricing
BHP.LSE · Capital · Positive BofA upgraded BHP to Buy with an A$68 price objective and named it top pick among large-cap miners.
0Q11.LSE · Capital · Positive BofA initiated a Buy rating on Norsk Hydro with a NOK98 price objective, citing attractive risk-reward for the pure-play aluminum company.
ANTO.LSE · Capital · Positive BofA maintained its Buy rating on Antofagasta with a GBp4700 price objective, noting roughly 30% volume growth potential.
GLEN.LSE · Capital · Positive BofA rated Glencore Buy with a GBp650 price objective, highlighting its copper growth options.
Australia2
Rio Tinto secures Bell Bay Aluminium operations through 2031
Rio Tinto, the Tasmanian government, and the Australian Government have reached an agreement to secure the ongoing operation of Bell Bay Aluminium in northern Tasmania through to the end of 2031. Under the arrangements, Hydro Tasmania will continue supplying electricity to Bell Bay Aluminium until 31 December 2031, while the Australian and Tasmanian Governments will provide additional support to continue operations as Tasmania's energy system evolves. That additional support is intended to help maintain Bell Bay Aluminium's international competitiveness and its ongoing contribution to the Tasmanian economy. Rio Tinto Aluminium & Lithium CEO Jérôme Pécresse said the agreements will provide Bell Bay Aluminium with an operating pathway through to 2031, and increased certainty for the company's people, suppliers and the northern Tasmanian community.
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Critical Materials & Supply Chain › Bulk & Structural Metals (Reshoring) Regulation
Critical Materials & Supply Chain › Iron Ore, Bauxite & Metallurgical Inputs Regulation
RIO.LSE · Regulation · Positive Rio Tinto secures government-backed agreement keeping Bell Bay Aluminium operating through 2031, providing certainty for its Tasmanian smelting operations.
Hydro Tasmania · Demand · Positive Hydro Tasmania will continue supplying electricity to Bell Bay Aluminium until end-2031, locking in a long-term power customer.
Canada▲
High Tide Resources Stakes 925 Hectares at Labrador West Iron Project
High Tide Resources Corp. has completed its 2026 drilling campaign at its flagship, 100%-owned Labrador West Iron Ore Project and staked an additional 925 hectares, or 37 claims, adjacent to the property. The new ground brings the project's total footprint to 3401 hectares; it sits 20 km northeast of and adjacent to the Iron Ore Company of Canada's Carol Lake Mine complex, which is majority-owned by Rio Tinto, in Labrador City, Newfoundland and Labrador. Over the summer campaign the company completed 27 drill holes for a total of 6335 metres of HQ and NQ core, with assays already disclosed in press releases on 31 August and 16 September and further results to follow. President and CEO Steve Roebuck said the program exceeded several operational targets and positions the company to deliver an updated Mineral Resource Estimate in the coming months, and that encouraging results along the eastern boundary prompted the staking to protect that flank. The project hosts a NI 43-101 Inferred mineral resource of 655 Mt at 28.84% Fe, and the company also owns 100% of the Lac Pegma copper-nickel-cobalt deposit 50 kilometres southeast of Fermont, Quebec.
About megatrends
Critical Materials & Supply Chain › Iron Ore, Bauxite & Metallurgical Inputs ▲Supply