Sayona Mining – Canada’s Only Lithium Producer
Corporate Connect has initiated coverage on local lithium up-and-comer Sayona Mining (ASX: SYA), with Senior Analyst Di Brookman’s report now available for download.
Read MoreCommodities
Rio Consolidates Spot Atop the Iron Ore Heap
The March quarter saw Rio Tinto retain its position as the world’s biggest iron ore company, while major rivals BHP and Brazil’s Vale marked time or lost ground.
Read MoreGold Responds in March
The performance of gold and gold stocks in the current chaotic environment reaffirmed VanEck’s belief in its role as a safe haven investment and legitimate form of portfolio insurance.
Read MoreCommodities Corner: Consolidation Prize
Gold ended on Friday with another massive move – down this time – while oil again held up above $US80 a barrel as signs of easing US inflation dominated investor sentiment.
Read MoreChinese Buyers Strangely Idle in Copper Market
China’s confusing economic picture can best be seen from its commodity imports in March – iron ore, coal and oil were strong but copper, the traditional bellwether of economic strength, fell sharply.
Read MoreNo Jaundice Apparent Just Yet for the Yellow Metal
As the good times continue to roll for for gold miners with global prices staying bullish, we take a look at a few local companies looking to capitalise while the going is so good.
Read MoreNo Let-Up in Gold’s March
Gold continues to give for investors and miners in Australia, as prices hit their highest level of the year on Thursday, driven by investor bets that inflation will remain sticky despite recent signs of easing.
Read MoreQuébec Setting the Pace for Electrification
Tal Lomnitzer from Janus Henderson Investors explains why Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.
Read MoreCommodities Corner: Energy Sector in Flux
Analysts think an outbreak of M&A activity among oil majors is imminent and inevitable, starting with the mooted takeover of shale operator Pioneer Natural Resources by Exxon Mobil.
Read MoreRiver of Gold Ready to Burst its Banks
Just as gold is running again with Comex futures approaching 2020 highs, extra support has emerged in new data on the continuing strong buying from the now familiar coterie of central banks.
Read MoreOz Given Inside Lane Pass on US IRA Expressway
Australia’s preferential role in America’s huge renewable spending boom has been cemented by the latest US Treasury and IRS rules governing green things like battery manufacturing and materials.
Read MoreLocal Gold Stocks Set to Pop as Price Keeps Running
Watch the share of ASX-listed gold stocks take a run higher Wednesday after another strong day for the precious metal on global markets with the futures closing well above $US2,000 an ounce.
Read MoreCommodities Corner: Glittering Prize
The main commodities theme of the first three months of 2023 persisted right to the end of the period, with oil’s struggles continuing and gold surging to its best quarterly rise in nearly 3 years.
Read MoreThree Factors Affecting Copper Supply and Demand
When it comes to clean energy, copper is everywhere. Despite this, most experts agree that copper supply will fall short of 2050 net-zero targets. So, what’s going on?
Read MoreA Guide to Mining Project Studies
Ever wonder what all the jargon means when resource companies announce the progression of their mineral projects? We’ve put together a guide to help you better understand each of the study stages.
Read MorePilbara Minerals Unfazed by Lithium Slump
Pilbara revealed Wednesday that it will ignore the recent price downturn and spend more than half a billion dollars on a large expansion of its key WA lithium mining business.
Read MoreThe Precious Metal Regains its Lustre
As banking turmoil has been unleashed across two continents, investors have been piling into gold and gold equities again as a safe haven option amid the current market uncertainty.
Read MoreAlbemarle Comes Roaring into Liontown
Albemarle has turned the frowns in the struggling local lithium space upside down with news of a series of approaches to Liontown Resources, including a recent one at $2.50 per share.
Read MoreCommodities Corner: A Two-Horse Race
No matter which way you look at commodity markets at the moment, gold and oil continue to dominate sentiment – with gold in particular benefitting of late from the turmoil elsewhere.
Read MoreHorror Week Sees Iron Ore Slump 10%
The iron ore selloff accelerated in Friday trading on the Singapore Exchange, taking the price loss for the week to around 10% to record its lowest closing level since January 10.
Read MoreCopper Bandwagon Off and Running Again
The copper cheer squad is on the march again, judging by comments at this week’s conference and analyst reports – with sources from Goldmans to Glencore talking up its prospects.
Read MoreRenewables Sector Eagerly Awaits IRA Breakdown
Next week sees the release of what will be the key drivers of the future for the world’s growing renewables sector, with special focus on details of the Biden Administration’s Inflation Reduction Act.
Read MoreGold Cracks $US2k on Safe-Haven Buying
Gold has elbowed its way above $US2,000 an ounce for the first time since August 2020 as investors oddly sought safe haven protection in the wake of the Fed’s latest interest rate rise.
Read MoreGold M&A a Bright Spot Amid Volatility
The increasing debt burden, combined with a slow economy and elevated inflation, make for an uncertain outlook that should be supportive of gold prices in 2023 and longer term.
Read MoreCommodities Corner: The Halo Effect
Gold soared and US dollar Treasuries did well again on safe-haven buying as those global fears in financial markets just wouldn’t go away by the close of trading on Friday in New York.
Read MoreFor Iron Ore Traders, Beijing Wasn’t Built in a Day
Those looking for an immediate boost to iron ore company prices from China’s re-opening best be patient, with the recent rebound in crude steel production not as strong as it first looked.
Read MoreLake Resources (ASX:LKE) Provides Update on Strategic Focus
Lake Resources MD / CEO David Dickson discusses the company’s focus over the last half, building a new team, Lake’s technology partner Lilac Solutions, offtake agreements and more.
Read MoreGold Glitters Anew in Troubled Times
Suddenly gold is back in favour as a hedge for nervy investors when other parts of the financial markets step out of line, as has been the case these past few days.
Read MoreCommodities Corner: Consternation Bias
Commodities in general and gold in particular were unwitting beneficiaries of the SVB collapse, lifting investors out of their gloom at the prospect of more rate rises and a stronger US dollar.
Read MoreNEV Data a Needed Turbo Boost for Renewables
Good news from China for producers of renewable metals, with a surge in sales of new energy vehicles in February that should allay lingering concerns caused by January’s soft start.
Read MoreCanada Clamps Down on Chinese Mining Investment
Those who moaned after the FIRB Northern Minerals decision should look at Canada, where foreign investment in the resources sector – especially from China – is facing greater scrutiny.
Read MoreCommodities Corner: Rigging the Oil Market
US energy companies have cut the number of active oil rigs for the third successive week, a sign they are increasingly worried about future US production this year and next.
Read MoreSuitable Replacements for Australia’s Largest Pure Copper Play
With Australia’s largest pure copper play OZ Minerals likely falling to acquisition by BHP, investors now need to search a little deeper for the best leverage to the sector.
Read MoreIs Pilbara Sale a Tit for Tat Move or Mere Coincidence?
On the face of it there shouldn’t be any link between the regulatory decision on Northern Minerals this week and CATL’s near-total exit from Pilbara Minerals, but with Chinese companies you just never know.
Read MoreAlkane, Magmatic Two Peas in the Western NSW Mining Pod
Emerging gold/copper miners Alkane Resources and Magmatic Resources are starting to make waves with their neighbouring prospects in the increasingly productive central west area of NSW.
Read MoreIs Europe’s Energy Crisis Over?
One year on from Russia’s illegal and tragic invasion of Ukraine, Schroders’ Valentina Romeo examines five charts which show how the resulting energy crisis has affected Europe.
Read MoreMarkets Brace Themselves for Musk on the Mic
Can Elon Musk win back the confidence of the market at Tesla’s annual investor day on Wednesday, or will this be yet another instance of the mania mangling the message?
Read MoreCommodities Corner: Use it Up, Wear it Out, Make it Do, Do Without
Commodity prices continued to drift last week as hope faded of a benign US Federal Reserve and a re-opening Chinese economy shepherding the global economy towards a soft landing.
Read MoreAlbemarle Again Bending MinRes to its Own Will
US lithium giant Albemarle looks to have again successfully deflected the lithium processing ambitions of Mineral Resources, although MinRes CEO Chris Ellison doesn’t seem to realise it yet.
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