シリコン生産危機が世界のサプライチェーンを混乱させる
▶ https://discoveryalert.com.au/news/silicon-production-cuts-xinjiang-disruption-2025/

需給不均衡の中でボラティリティに直面する金属市場
▶ https://discoveryalert.com.au/news/metal-market-conditions-2025-trends-analysis-prices/

AI革命が牽引する貴金属の需要
▶ https://www.herobullion.com/ai-could-disrupt-the-precious-metals-sector/

地政学的な展開の中で卑金属は取引範囲に適応
▶ https://www.sucdenfinancial.com/en/market-insights/metals-outlook/daily-base-metals-analysis/2025-06-25/

バーゼルIII施行で金はTier1資産に正式格上げ
▶ https://www.mining.com/web/basel-iii-makes-it-official-gold-is-money-again/

銅市況、供給ひっ迫で年初来高値-ロンドンとNYで価格差1,500ドル
▶ https://www.mining.com/copper-price-surges-to-highest-since-march-record/

AI 採掘テクノロジーがアフリカ鉱業を革新-探鉱期間を最大40%短縮
▶ https://discoveryalert.com.au/news/ai-transforming-african-mining-2025/

中国の鋼材輸出、関税逆風下でも6.3%増-新VAT導入前の”駆け込み”
▶ https://www.ainvest.com/news/china-steel-exports-defy-tariff-headwinds-record-months-2025-2505/

英国が鉄鋼輸入セーフガードを即時強化―国内産業を最優先
▶ https://mepsinternational.com/gb/en/news/uk-secretary-of-state-tightens-steel-import-safeguards

銅価格が1万ドル突破―供給逼迫が長期上昇局面を示唆
▶ https://www.westmetall.com/en/markdaten.php?action=table&field=LME_Cu_cash

コンステリウム、航空機用アルミ完全循環リサイクルを実現
▶ https://www.greencarcongress.com/2025/06/20250616-constellium.html

米中レアアース枠組み最終合意―戦略鉱物サプライチェーンが安定へ
▶ https://www.cnbc.com/2025/06/27/china-us-agree-details-of-london-trade-framework-trade-agreement-beijing.html

米国鉄スクラップ市場、夏の静穏期でも価格の底堅さを維持
▶ https://www.fastmarkets.com/insights/us-scrap-trends-outlook-july-2025/

AIが鉱山探鉱とリサイクルを改革、Earth AIとTOMRAが主導
▶ https://www.miningstockeducation.com/2025/03/earth-ai-confirms-six-new-tungsten-cobalt-and-gold-mineral-prospects-using-predictive-artificial-intelligence-technology/
中国依存脱却へ―NATOと米国が重要鉱物サプライチェーン再構築を加速
▶ https://opentools.ai/news/pentagons-ai-metals-forecasting-tool-finds-new-home-with-cmf

東南アジア貴金属市場が通貨安を追い風に拡大、2033年までに年率6.05％成長へ
▶ https://discoveryalert.com.au/news/americans-selling-gold-2025-asian-investors-buying/

バッテリーリサイクル効率の新基準を策定、野心的な資源回収目標を設定
▶ https://environment.ec.europa.eu/news/new-rules-boost-recycling-efficiency-waste-batteries-2025-07-04_en

銅価格が1万ドル／トンを突破、米国関税前の積み増しと供給逼迫で急騰
▶ https://www.sucdenfinancial.com/en/market-insights/metals-outlook/daily-base-metals-analysis/2025-07-03/

米国防総省開発のAI鉱物需給モデル、民間移管で”脱中国”価格指標へ
▶ https://www.reuters.com/business/autos-transportation/pentagons-ai-metals-program-goes-private-bid-boost-western-supply-deals-2025-05-01/

アジア通貨が続伸、ドル50年ぶり安値で輸出業の価格競争力向上
▶ https://www.businesstimes.com.sg/international/asean/asian-currencies-party-2025-us-dollar-tumbles-50-year-low