Tag: Commodity Deep Dive
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Iron Ore Hovers Near US$100 as Simandou Ramps Up and China Rewrites the Pricing Rules
Iron ore keeps testing US$100 a tonne as Chinese steel output falls and Simandou cargoes grow. Here is what it means for…
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Copper Smashes New Records as Escondida Fatality and Strike Vote Threaten Global Supply
Copper has surged to fresh all-time highs on tariff-driven hoarding, and a fatal accident and looming strike vote at BHP’s Escondida mine…
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Silver Corrects to $64 an Ounce as ASX Developers Race to Fund Bowdens and Paris
Silver has pulled back from its January record above $121 to the low $60s, but a sixth straight global supply deficit is…
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Gold Holds Above $4,300 as Fed Hikes Rates and ASX Miners Chase a Mega-Merger Wave
Bullion has shrugged off a hawkish Federal Reserve to hold near record levels, while ASX gold miners push through a historic run…
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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…
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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…
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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…
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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…