Tag: Commodity Deep Dive
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Coal Hits Record Output as Whitehaven, Yancoal and BHP Ride Firm Prices and Shifting Asian Demand
Whitehaven posted record quarterly output at A$226 a tonne while Yancoal and BHP reported higher realised prices. Here is what the September…
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Rare Earths Reset: Lynas Hits a Record Price, Arafura Breaks Ground and Shutdowns Loom
Lynas posted a record A$102.1/kg average price while Arafura broke ground at Nolans. Here is what planned shutdowns, price floors and policy…
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Uranium Stocks Slump Toward 52-Week Lows Even as Term Prices Hold Near US$97
ASX uranium names are sliding after Paladin’s production miss and Deep Yellow’s Tumas delay, even though spot sits near US$90 and term…
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Nickel Jumps Again on Indonesian Quota Cut Reports: What It Means for Nickel Industries, BHP and IGO
Nickel is rallying again on reports of deeper Indonesian ore quota cuts. We break down the price action, cost curve and what…
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Critical Minerals Reserve Becomes Law: What Antimony, Gallium and Rare Earths Mean for ASX Investors
Australia’s Critical Minerals Strategic Reserve legislation has passed, prioritising antimony, gallium and rare earths. Here is what it means for ASX-listed producers…
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Lithium Slips to 2026 Lows Near CNY 125,000 as Inventory Revisions and Aussie Restarts Test ASX Producers
Chinese lithium carbonate fell to its lowest level of 2026 in September before steadying near CNY 125,000. We break down the inventory…
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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…