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Metals Market: A Lithium Survey Says Chinese Supply Is Lagging, and SMM Says Tungsten Has Two Prices

Mysteel says China's lithium carbonate supply is falling short of expectations in Q4; SMM says tungsten has one market and two prices. Both are data firms' estimates.

Arafura Breaks Ground at Its Nolans Rare Earths Project in Northern Territory, Australia

Arafura says it broke ground at its Nolans rare earths project in Australia's Northern Territory on 8 October. It is the start of construction, not production.

Unions Say a Strike at Antofagasta’s Centinela Copper Mine Could Halve November Output

A strike at Antofagasta's Centinela copper mine in Chile began on 7 October. Unions say November output could fall by half; the company declined to comment on that.

EU and China Say They Will Ease Rare-Earth Export Licences. It Is an Understanding, Not a New Rule

After talks in Beijing, China says it is willing to keep facilitating rare-earth and magnet export licences for the EU. It is an understanding, not a rule change.

Hightouch Says It Has Acquired Strata, a Startup That Builds API Integrations With AI Agents

Hightouch says it has acquired Strata, a startup whose AI agent builds API integrations without code. Terms were not disclosed, and the account is Hightouch's own.

Polars 2.0 Is Out: Streaming Is the Default and Row Order Is No Longer Guaranteed

Polars 2.0, released 6 October, makes the streaming engine the default for lazy queries and no longer guarantees row order in joins and group-bys. Its benchmarks are its own.

Timer-M1 Preprint Says It Ranks First on Two Forecasting Benchmarks, With Its Authors’ Own Caveats

A preprint says Timer-M1, a forecasting model, ranks first on FEV and TIME. Its authors call the TIME margin over TimesFM-3 narrow. Not peer reviewed.

Tencent Cloud Open-Sources TeamAI, a Git-Based “Team Harness” for AI Coding Agents

Tencent Cloud's TeamAI shares skills, rules and MCP settings across a team's AI coding agents via Git, under MIT. The 76% cost claim is Tencent's own.

Databricks Lets Genie One Run Code, While Snowflake Starts Two Previews

Databricks put code execution in Genie One into public preview and Snowflake began previews of agent-led marketplace search and a decision model. No prices or benchmarks yet.

Fibre Roundup: IPS’s Wakayama Cable Landing Station Is Selected, and Strathclyde Gets £5.47 Million for Hollow-Core Fibre Research

IPS says its Wakayama cable landing station proposal was selected, and will now apply for a grant. Strathclyde gets £5.47m from ARIA to test protein-guided hollow-core fibre.

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