Tag: Commodity Deep Dive
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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…
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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…