Tag: Commodity Deep Dive
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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…
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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…
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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…