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Latest Stories

Whitehaven Coal’s December quarter production was solid and sales surprised to the upside, but on weaker pricing

Jan 31 2025

Following Coronado Global Resources’ fourth quarter update, analysts focus on operational improvements and upside from the Mammoth underground deposit

Jan 30 2025


The key highlights from Santos’ quarterly report were upgraded guidance and progress on two major projects the company will complete before switching focus to shareholder returns over growth

Jan 29 2025

A glance through the latest expert views and predictions about commodities: Australian Gold sector; Cit’s subdued copper price outlook; downside pressure for oil; and the outlook for metallurgical coal

Jan 22 2025


Previous Stories

South32’s Update Fuels Analysts’ Optimism

Jan 21 2025

Diversified miner South32 exceeded consensus production forecasts in the December quarter. Costs proved higher and prices lower than forecast


Material Matters: Lithium’s Debate Continues

Jan 17 2025

A glance through the latest expert views and predictions about commodities: lithium prices are at or near their low point and equity valuations are no longer overstretched


The Lithium Transition – A Recap Of 2024 & Thoughts On 2025

Jan 13 2025

Joe Lowry, President Global Lithium, shares his insights on the status and the outlook for the lithium industry at large


Material Matters: Whitehaven, Evolution, Iluka, Santos & More

Dec 20 2024

A glance through the latest expert views and predictions about commodities: iron ore; coal; base metals; critical minerals; gold; LNG


Material Matters: Base/Bulk Metals & Stock Picks

Dec 10 2024

A glance through the latest expert views and predictions about commodities. Brokers update 2025 outlooks and mining stock preferences for 2025


Material Matters: Iron Ore; Gold, Critical Minerals & LNG

Dec 05 2024

A glance through the latest expert views and predictions about commodities: iron ore price movements, gold miner preferences, critical minerals supply and LNG production growth


Uranium Unplugged: Nuclear Rebirth Meets Geo-Politics

Nov 29 2024

The outlook for growth in nuclear energy generation hasn’t looked this good for over thirty years. What does it mean for uranium prices?


Material Matters: Gold, Silver & Lithium

Nov 27 2024

A glance through the latest expert views and predictions about commodities: upside for gold price & producers, the surging silver price; and loss-making lithium operations


Capstone Copper At Inflection Point

Nov 26 2024

In a world yearning for more copper, Capstone Copper’s resource base and ramped up operations offer a path to share price re-rating, analysts believe


Unlocking Vault’s Golden Potential

Nov 14 2024

Analysts agree on a golden outlook for Vault Minerals with upside from organic growth initiatives and optimisation following the recent merger of Red5 and Silver Lake Resources



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