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Latest Stories

Boss Energy’s FY26 guidance raised doubts over Honeymoon’s ability to reach nameplate capacity, clouding the outlook and raising valuation concerns

Jul 30 2025

Despite a solid second quarter for Iluka Resources, mineral sands pricing remains uncertain. By contrast, the outlook for rare earths looks promising

Jul 28 2025


A glance through the latest expert views and predictions about commodities: Steel demand for China’s mega-dam; pending iron ore oversupply; temporary blip in lithium prices

Jul 25 2025

BHP Group’s fourth quarter operational report resulted in record iron ore and copper production for FY25. Weaker commodity pricing and delays at Jansen potash provided negative offsets

Jul 24 2025


Previous Stories

The Global Impact Of Trump’s Copper Tariff

Jul 14 2025

What impact will a 50% US copper tariff have on copper prices and Australian copper producers?


Aurelia Metals’ Shift To Copper Excites

Jul 11 2025

The current share price for Aurelia Metals represents “compelling value” according to new research by Shaw and Partners as the company transitions to a greater focus on copper


Material Matters: Commodities And Tariffs, Chinese Steel, Critical Minerals

Jul 08 2025

A glance through the latest expert views and predictions about commodities and Trump tariff impact; Chinese steel efficiency; and zircon/titanium


Plenty Of Potential For Greatland Resources

Jul 04 2025

Freshly ASX-listed Greatland Resources is seen as a standout among junior resource companies. Now it’s up to management to deliver on the upside potential


Oil: Geopolitics Versus Structural Headwinds

Jul 03 2025

MFS’ Robert M. Almeida believes investors counting on a structurally higher oil price will most likely end up disappointed


Capstone’s Copper Evolution Continues

Jul 02 2025

Industry rationalisation has made it more challenging to gain exposure to pure copper plays with recently listed Capstone offering growth for a reasonable valuation


Material Matters: Oil, Gold, Copper, And More

Jun 13 2025

A glance through the latest expert views and predictions about commodities: crude oil; gold; copper; iron ore; uranium; lithium


Worley Shrugs Off Global Uncertainty

May 22 2025

Despite recent global uncertainty, engineering contractor to the energy, resources and chemical industries, Worley, is still growing its work backlog thanks to well-capitalised customers


When The Cyclical Leg Up For Imdex?

May 08 2025

Mining technology company Imdex relies on exploration spending, which appears to have stabilised, but the near-term outlook remains opaque


De Grey Offsets Northern Star’s Production Doubt

May 05 2025

Northern Star Resources’ 2moz gold production target by FY26 is under scrutiny following an FY25 guidance downgrade, although the De Grey acquisition is lauded



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