Tag: Commodity Deep Dive
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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…
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Copper’s Structural Deficit Deepens: What It Means for ASX Copper Stocks
Copper has traded near historic highs through 2026 as analysts flag a widening global deficit, with the largest ASX-listed miners now drawing…