Blog
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Record Gold ETF Inflows Defy September’s 8.5% Price Slide, World Gold Council Data Shows
Global gold ETFs drew a record US$31 billion in the third quarter even as gold fell 8.5% in September. We look at…
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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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Silver Deficit to Hit 46.3 Moz in 2026, but Vault Stocks Suggest the Squeeze Is Smaller Than It Looks
The Silver Institute forecasts a 46.3 Moz silver deficit for 2026, the sixth in a row, but only about 4% of demand.…
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Capricorn Metals Completes Karlawinda Expansion, Targeting 150,000oz a Year
Capricorn Metals has finished its Karlawinda plant expansion on schedule and reached 6.5Mtpa throughput, targeting about 150,000 ounces of gold a year.
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West Coast Silver Mobilises Rigs at Elizabeth Hill to Grow 2.8 Moz Resource Ahead of 2027 Scoping Study
West Coast Silver is starting an 1,800m drill program at its Elizabeth Hill project in Western Australia, aiming to expand a 2.8…
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Great Divide Mining Ships 191 Tonnes of Gold Concentrate at Challenger as Ramp-Up Steadies
Great Divide Mining reported 191.3 wmt of gold concentrate at 43.1 g/t from Challenger in the September quarter, with December targets of…
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Broken Hill Mines Posts Strongest Quarter Since Rasp Acquisition as Pinnacles Restarts
Broken Hill Mines reported its best quarter since buying Rasp and restarted the Pinnacles mine, giving ASX investors a rare silver producer…
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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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ASX Gold Miners Slump in September as Fed Hike Hits Sector, Northern Star Holds Up Best
None of the 15 gold miners in the global Top 50 rose in September, losing about US$79 billion as the Fed hiked.…
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Andean Silver Keeps Cerro Bayo Drilling Rolling After 230% Indicated Resource Jump
Andean Silver is drilling multiple veins at Chile’s Cerro Bayo after lifting Indicated resources 230%, with cash of A$42.7 million funding the…