Will Investors Follow Central Banks into Gold?
Despite the strong monthly gains, gold equities continue to be undervalued relative to the metal and VanEck expects this to result in their continued outperformance this year.
Read MoreDespite the strong monthly gains, gold equities continue to be undervalued relative to the metal and VanEck expects this to result in their continued outperformance this year.
Read MoreGlobal X expects the growth of battery technologies, particularly those in the mobility space, to continue to create compelling opportunities for lithium and the battery tech industry.
Read MoreIron ore is staying higher than many analysts had predicted while thermal coal prices continue their slump back to levels not seen for three years.
Read MoreAfter the wild ride experienced by investors in 2022, Perpetual’s Anthony Aboud sees opportunities in high-quality companies which have traditionally been classified as growth stocks.
Read MoreLIT – a listed ETF focused on lithium producers like Albemarle, battery makers and car companies like BYD, Ganfeng, Tianqi and CATL – is starting to send some worrying signals for the industry.
Read MoreA recent research trip suggests to Janus Henderson Portfolio Manager Tal Lomnitzer that limited supply to meet rising demand should continue to underpin copper and lithium markets.
Read MoreA setback for Wesfarmers at its jointly-owned Mount Holland lithium project in WA, with production delayed by around six months and costs jumping by anywhere up to 20%.
Read MoreTrigg Minerals Limited (ASX:TMG) Managing Director Keren Paterson discusses the company’s latest assay results and its new technology for producing sulphate of potash.
Read MoreOil ended up dominating the latter part of the week on Friday and will drive prices for some of the week ahead, after Russia said it will cut production by 500,000 barrels a day next month.
Read MoreGlobal X looks forward and answers questions concerning the current supply and demand dynamics of clean metals as the world rapidly transitions towards a greener economy.
Read MoreFor rare earths hopeful ABx Group, the ability to extract the coveted material economically is just as important as having a well-located deposit with the right size and grade in the first place.
Read MoreDaniel Sullivan from JH shares his views on commodities and the wider resources sector in the year ahead. Despite the threat of recession, he believes there are reasons for optimism.
Read MoreFriday trading after the jobs report saw a reversion back to late 2022 standards with commodity prices sliding, currencies and bond yields up and overall sentiment shaky.
Read MoreTin is essential both to the manufacture of many electronic components and to the performance of the devices that contain them – yet, compared to other elements, it has been somewhat forgotten.
Read MoreRio Tinto has again held onto its position as the world’s number one iron ore miner after its big Brazilian rival Vale produced a surprisingly weak 4th quarter report.
Read MoreShares in rare earths group Lynas jumped to their highest level in more than 6 months on Monday after the company revealed a solid performance for the December period.
Read MoreOil prices return to the frontline of commodity markets this week with the OPEC+ group meeting Wednesday to decide on the level of production quotas for the start of 2023.
Read MoreExpectations are high that the China reopening is somehow going to re-ignite demand for iron ore this year, but what are the realities for the supply / demand outlook?
Read MoreThe essential conflict at the heart of the booming electric vehicle / battery materials business was on full display in statements this week from the two leading players: Tesla and Albemarle.
Read MoreAlbemarle has confirmed the fabulous returns from the present boom that some of its mates in the lithium sector hinted at last week in their latest quarterly reports.
Read MoreGold rose again last week, putting it up more than 5% for the year so far and nearly 16% in the last three months as the US dollar and US interest rates have tumbled.
Read MoreJudging by another very strong quarterly report from Pilbara Minerals Friday, there’s no sign of the lithium boom dying, as more than few pundits have been claiming recently.
Read MoreBHP might be confident about the outlook for steel production (and iron ore exports) in China, but this confidence is misguided at best given the black hole that is the country’s property sector.
Read MoreChina has issued its third warning this month against excessive speculation in iron ore, adding it will increase supervision of the country’s spot and futures markets in the commodity.
Read MoreRecent global bullion ETF outflows have now stopped, and while a stronger catalyst is needed to prompt inflows, at least the selling pressure has abated as we enter 2023.
Read MoreAs all the so-called ‘experts’ continue to insist that the lithium price boom is either dead or dying, it just keeps hanging in there as the strong Allkem result on Wednesday showed.
Read MoreThis week saw oil markets join copper and other metals in starting 2023 strongly with the China re-opening story running ahead of the reality in Friday’s trade data.
Read MoreWedding bells continued to sound across the gold mining industry over the Christmas-New Year break, following on from the trend that emerged earlier in 2022.
Read MoreThere is, by weight, 7-10 times more graphite than lithium in a lithium-ion battery, and yet rarely does graphite rate more than a passing mention when the topic is being discussed.
Read MoreChina has reportedly ended its long ban on Australian coal imports by allowing officials in the southern province of Guangdong to clear Australian cargoes aboard ships waiting to unload.
Read MoreGold and other commodity prices are rising primarily on the hope that the slowing inflation and weakening greenback become the trend in 2023, not just a one-off.
Read More4D Infrastructure revisits the growing excitement around hydrogen as a decarbonisation tool to see if the hype has died down or is progressing as a key element in the path towards net zero.
Read MoreThe re-opening of the Chinese economy has helped copper make a roaring start to 2023, defying most forecasts for a sluggish performance in the early new year.
Read MoreThe JH Global Natural Resources Team discusses the outlook for 2023 and beyond and why, despite inflation, the long-term investment case for resources remains strong.
Read MoreIGO Ltd and its Chinese partner Tanqui have made a well-timed bid for the smaller lithium aspirant Essential Metals at a likely cost of around $A136 million.
Read MoreThe new year has started with all eyes turned to key renewable commodities led by lithium and the potential effect on EV sales of the ending of key purchase subsidies.
Read MoreLet’s take a look at where some of the major commodities sit in the grand scheme of things and consider some factors to keep an eye out for over the next 12 months.
Read MoreRareX Limited Managing Director Jeremy Robinson discusses progress at the Cummins Range rare earths project and a potential resource upgrade.
Read MoreShares in lithium companies took another fall yesterday after the latest online auction from Pilbara Minerals, with a price forecast downgrade from Citibank not helping matters.
Read MoreGold has been used to store and grow wealth for centuries, gave rise to the concept of currency and its popularity continues among investors – in 2023 it could make a comeback.
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