Tag: Commodity Deep Dive
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Gold Slumps 30% From Its 2026 Peak, But Westgold and Capricorn Are Still Delivering
Gold has corrected sharply from its January 2026 high, but strong quarterlies from Westgold Resources and Capricorn Metals show ASX gold producers…
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Alcoa’s US$5.6 Billion Bid for South32 Reshapes the Bauxite Trade as Coal Prices Firm
Alcoa’s up to US$5.6 billion deal for South32’s bauxite, alumina and aluminium assets is reshaping the bulk commodities landscape, while coal prices…
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Rare Earths Roar Back: NdPr Prices Near US$133/kg as Lynas Cashes In
NdPr prices have climbed near US$133/kg on tighter Chinese export controls, and Lynas Rare Earths has capitalised with a record quarter, a…
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Uranium Sentiment Lifts ASX Stocks as Nuclear Demand Outlook Firms
Uranium has traded well above where it started the year, and renewed sentiment has lifted several ASX-listed uranium developers even as the…
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Indonesia’s Quota Decision Keeps Nickel on Edge: What ASX Investors Are Watching
Indonesia’s decision not to broadly lift its nickel mining quota has jolted a market that had been pricing in oversupply, with a…
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Australia Moves to Secure Critical Minerals Supply Chains: What’s Changing in 2026
A wave of Australian government policy in 2026 is reshaping the investment case for critical minerals and rare earths, from a new…
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Lithium’s Recovery Broadens Out: What’s Behind the ASX Rally
After a brutal two year downturn, lithium prices have staged a sharp recovery in 2026, lifting ASX producers, developers and penny stocks…
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Iron Ore Steadies Near US$100 a Tonne as Pilbara Output Hits Multi-Year Highs
Iron ore has traded in a relatively narrow band through 2026, even as Rio Tinto posts its strongest Pilbara production in years…