- The world's 50 most valuable mining companies lost $264 billion in September 2026, ending at $2.26 trillion, the second-largest monthly drop in MINING.COM's Top 50 ranking after March's $434 billion decline.
- Rising oil prices and Fed Chair Kevin Warsh's hawkish Jackson Hole speech set off a global bond selloff that lifted a Bloomberg gauge of government bond yields to its highest since mid-2008; on Sept. 16 the Fed raised rates a quarter point to 3.75%-4%, its first hike since July 2023.
- Gold futures fell 6.4% to $4,158 an ounce and silver lost 9%; all 15 gold producers in the ranking closed lower for a combined $79 billion loss, or 12.7%.
- Copper producers lost $44 billion even though copper prices ended September almost unchanged, hit by a fatal accident and strike vote at BHP's Escondida and by a Panama commission report on First Quantum's Cobre Panama.
- Lithium carbonate futures in Guangzhou fell 22.5% to 122,800 yuan after SMM more than doubled reported Chinese stockpiles to 175,000 tons; Albemarle and Ganfeng Lithium each lost more than a fifth of their value and dropped out of the Top 50.
引述
“This summer's inflation readings do not tell me that underlying trends have meaningfully improved.”
“falls well short of what the board considers to be its fundamental value.”