Top stories of 2025 on MINING.COM: critical minerals and gold trends for project teams
Reviewed by Joe Ashwell

First reported on MINING.com
30 Second Briefing
Critical minerals and gold dominated mining in 2025 as China’s export controls on antimony and rare earths triggered smuggling crackdowns, a 7,500-tonne US cobalt tender was cancelled and reissued, and MP Materials halted rare earth exports from Mountain Pass to China. The Trump administration pursued supply-chain security via a proposed critical minerals tariff probe, a US–Ukraine rare earths deal, and a December US–Congo partnership covering cobalt. Record gold prices above $4,500/oz, a Goldman poll pointing to $5,000/oz by end-2026, and De Beers’ first new kimberlite field in 30 years rounded out a volatile year.
Technical Brief
- Chinese court sentenced 27 individuals for attempting to bypass antimony export controls via smuggled ingots.
- That US–Ukraine agreement, signed in May, targets large-scale investment in underexplored Eastern European mineral belts.
Our Take
With copper and gold both featuring heavily in this 2025 round-up and in several late-December price pieces in our database, operators with assets like Mali’s Loulo-Gounkoto complex or US copper-gold portfolios are likely reassessing mine plans and cut-off grades ahead of the end-2026 horizon.
The focus on US-linked critical minerals – from the Mountain Pass rare earths facility in California to the cancelled $500 million cobalt tender and the 50% rare earths bid in Ukraine – aligns with other critical minerals coverage showing Washington shifting from stockpile-style buying to more strategic, asset-tied positions.
In our coverage of the 464 Mining stories this year, Africa and Greenland (via the Tanbreez rare earth deposit) stand out as recurring frontiers for critical minerals, signalling that permitting and ESG performance in these jurisdictions will be increasingly scrutinised by financiers and offtakers referenced here, such as Goldman Sachs and the US Defense Logistics Agency.
Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.
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