As we enter 2026, we review the mining sector companies under our coverage — what they do, what they achieved in 2025, and what we anticipate in the year ahead.
Across the commodities we track, prices have generally strengthened, with several reaching all‑time highs. We believe this marks the beginning of a sustained commodity upcycle, fuelled by geopolitical uncertainty and an increasing drive among nations to secure independent supplies of critical raw materials. Reflecting this trend, the ....
03 Feb 2026
Mining Sector Update - February 2026
80 Mile PLC (80M:LON), 1.1 | Altona Rare Earths Plc (REE:LON), 1.3 | Andrada Mining Limited (ATM:LON), 4.1 | ARC Minerals Limited (ARCM:LON), 0.6 | Ariana Resources PLC (AAU:LON), 1.9 | Cadence Minerals PLC (KDNC:LON), 3.6 | Celsius Resources Ltd. (CLA:LON), 0.9 | Endomines Finland Oyj (PAMPALO:HEL), 0 | European Metals Holdings Ltd (EMH:LON), 17.5 | First Tin Plc (1SN:LON), 14.5 | Goldplat plc (GDP:LON), 11.6 | Jubilee Metals Group PLC (JLP:LON), 4.5 | Kazera Global plc (KZG:LON), 1.1 | Nativo Resources PLC (NTVO:LON), 0.6 | Phoenix Copper Ltd. (United Kingdom) (PXC:LON), 2.2 | Strategic Minerals PLC (SML:LON), 2.7 | Thor Energy Plc (THR:LON), 0.7 | Serabi Gold PLC (SRB:LON), 285
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Mining Sector Update - February 2026
80 Mile PLC (80M:LON), 1.1 | Altona Rare Earths Plc (REE:LON), 1.3 | Andrada Mining Limited (ATM:LON), 4.1 | ARC Minerals Limited (ARCM:LON), 0.6 | Ariana Resources PLC (AAU:LON), 1.9 | Cadence Minerals PLC (KDNC:LON), 3.6 | Celsius Resources Ltd. (CLA:LON), 0.9 | Endomines Finland Oyj (PAMPALO:HEL), 0 | European Metals Holdings Ltd (EMH:LON), 17.5 | First Tin Plc (1SN:LON), 14.5 | Goldplat plc (GDP:LON), 11.6 | Jubilee Metals Group PLC (JLP:LON), 4.5 | Kazera Global plc (KZG:LON), 1.1 | Nativo Resources PLC (NTVO:LON), 0.6 | Phoenix Copper Ltd. (United Kingdom) (PXC:LON), 2.2 | Strategic Minerals PLC (SML:LON), 2.7 | Thor Energy Plc (THR:LON), 0.7 | Serabi Gold PLC (SRB:LON), 285
- Published:
03 Feb 2026 -
Author:
Paul Smith | David Seers -
Pages:
13 -
As we enter 2026, we review the mining sector companies under our coverage — what they do, what they achieved in 2025, and what we anticipate in the year ahead.
Across the commodities we track, prices have generally strengthened, with several reaching all‑time highs. We believe this marks the beginning of a sustained commodity upcycle, fuelled by geopolitical uncertainty and an increasing drive among nations to secure independent supplies of critical raw materials. Reflecting this trend, the ....