Tag: Commodity Deep Dive
-
Coal Climbs to Three-Month Highs as Alcoa’s $4.1bn South32 Bauxite Deal Advances
Thermal coal has hit its strongest levels in three months while Alcoa pushes ahead with its $4.1 billion acquisition of South32’s bauxite…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…