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Capstone Copper’s June quarter and growth potential suggest the miner belies its inclusion in the Small Cap Index
Aug 06 2026
After a strong FY26, cost inflation, increased capex, and the ongoing slow ramp-up of Iron Bridge will drag on Fortescue’s FY27 earnings and dividend
Aug 05 2026
Higher thermal/met coal prices, lower costs and improving free cash flow are supporting confidence in Whitehaven Coal, despite ongoing operational challenges at Narrabri
Jul 29 2026
Newmont Corp delivered another resilient quarter while maintaining full-year guidance and reinforcing confidence in its path to 6Moz of annual gold production
Jul 28 2026
Previous Stories
Material Matters: Beware Commodity Shocks, Copper Speculation & Mining Services
Jul 27 2026
A glance through the latest expert views and predictions about commodities: possible commodity shock risks; speculation driving the copper price; downside risk among mining services companies
South32 Targets Growth Through Transformation
Jul 23 2026
South32’s transformation into a copper and zinc-focused miner is gathering pace, with analysts highlighting production growth, a stronger balance sheet and an increasingly attractive valuation
Material Matters: Deep Dive Into Lithium Pullback
Jul 21 2026
A glance through the latest expert views and predictions about commodities: Despite weaker lithium prices and renewed supply concerns, leading brokers believe resilient demand, improving cash flow and attractive valuations continue to support the sector’s longer-term investment case
A Dividend Surprise From BHP in August?
Jul 20 2026
After a solid FY26, BHP’s FY27 production guidance has missed consensus across commodities with copper the standout on lower grades and maintenance
Elevra Lithium Building Platform For Growth
Jul 20 2026
Analysts believe Elevra Lithium’s funded North American expansion and the underappreciated Moblan project provide substantial long-term production growth
Investor Sentiment Yet To Turn For Pantoro Gold
Jul 16 2026
Pantoro Gold’s operational setbacks and missed production targets overshadow a high-quality gold asset
Material Matters: Copper, Aluminium And Zircon
Jul 13 2026
A glance through the latest expert views and predictions about commodities: copper and US tariffs; aluminium down but not out; zircon prices rising
Material Matters: Agriculture, LNG, Oil & Gold
Jul 08 2026
A glance through the latest expert views and predictions about commodities: El Nino’s impact on agriculture and on LNG; the outlook for oil; marginal gold producers
Capricorn Metals’ Wait Is (Almost) Over
Jul 07 2026
Environmental approvals for Capricorn Metals’ significant Mt Gibson gold project have taken much longer than thought, but there might just be light now at the end of the tunnel
Jansen Cost Blow-Out Strains BHP’s Capex Plans
Jun 24 2026
BHP has announced a 40% capex increase for Stage 2 of its massive Jansen potash project, bringing into question the value of continuing
