Tag: Commodity Deep Dive
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Rare Earths at an Inflection Point: Lynas, Iluka and Canberra’s Push for Supply Chain Independence
Record profits at Lynas, a construction milestone at Iluka’s Eneabba refinery and a new $1.2 billion government reserve are reshaping Australia’s rare…
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Uranium Miners Fire Up as Spot Holds Near US$90 and the India Export Door Opens
Boss Energy, Paladin Energy, Deep Yellow and Bannerman are all advancing production or development as uranium prices hold near multi year highs…
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Nickel’s Indonesian Squeeze: Why ASX Miners Are Still Watching From the Sidelines
Indonesia’s sharply lower 2026 mining quotas have driven nickel to two-year highs, but Australia’s shuttered nickel mines remain on the sidelines as…
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Australia’s Critical Minerals Reserve Takes Shape as Beijing Tightens Its Grip
The $1.2 billion Critical Minerals Strategic Reserve is moving toward launch just as China widens export licensing on antimony, gallium and rare…
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Lithium Rebound Meets Reality: Bald Hill Restarts, China’s Battery Tax and the ASX Read-Through
Lithium prices are stabilising after a rough July, Mineral Resources has restarted Bald Hill, and China’s new battery tax is reshaping the…
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Iron Ore Slips Below US$100 as Port Hedland Strikes Escalate: What It Means for ASX Miners
Iron ore has held below US$100 a tonne for weeks as Chinese demand softens and a rolling strike hits BHP’s Port Hedland…
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Copper Smashes Record Highs as US Tariff Hoarding Squeezes Supply: ASX Miners in Focus
Copper has hit fresh record highs as US tariff-driven stockpiling tightens global supply, putting BHP, Sandfire, Capstone Copper and 29Metals back in…
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Silver Holds Above $57 as Bowdens DFS and Joaquin Drilling Put ASX Miners in Focus
Silver Mines’ Bowdens DFS and Unico Silver’s Joaquin drilling results land as the global silver market heads for a sixth straight annual…