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Latest Stories

Junior miner Pantoro Gold has repaired its balance sheet, swung to positive cash flow and offers compelling reserve and grade upside at its Norseman project. But is it too late to invest?

Oct 06 2025

While a new three-year plan by Vault Minerals points to rising gold production, it also points to a pivot for free cash flow

Sep 25 2025


Following another unsuccessful bid for Santos, analysts review the company’s outlook with a focus on valuation and dividend support

Sep 24 2025

A glance through the latest expert views and predictions about commodities: tailwinds ongoing for gold; price outlooks for other commodities

Sep 24 2025


Previous Stories

Oil Markets: Bracing For A Surplus

Sep 11 2025

Global oil markets are preparing for over-supply, but when it comes to oil, is anything ever set in stone?


Can Champion Iron Deliver On Growth Projects?

Aug 06 2025

Rising costs and weak pricing weighed on first quarter earnings for Champion Iron, but development projects remain on course to support growth


Diversification Paying Off For Rio Tinto

Aug 04 2025

As iron ore demand and prices falter, diversification into the likes of copper, aluminium and lithium is offering relative resilience for Rio Tinto shareholders


Execution Remains Key For Mineral Resources

Aug 01 2025

While Mineral Resources performed strongly operationally in the fourth quarter, not everyone is comfortable with its debt and the outlook for commodity prices


Honeymoon Uncertainty Clouds Boss’ Outlook

Jul 30 2025

Boss Energy’s FY26 guidance raised doubts over Honeymoon’s ability to reach nameplate capacity, clouding the outlook and raising valuation concerns


Iluka: Rare Earths Upside Emerging

Jul 28 2025

Despite a solid second quarter for Iluka Resources, mineral sands pricing remains uncertain. By contrast, the outlook for rare earths looks promising


Material Matters: Steel, Iron Ore & Lithium

Jul 25 2025

A glance through the latest expert views and predictions about commodities: Steel demand for China’s mega-dam; pending iron ore oversupply; temporary blip in lithium prices


BHP Battling Rising Costs, Production Challenges

Jul 24 2025

BHP Group’s fourth quarter operational report resulted in record iron ore and copper production for FY25. Weaker commodity pricing and delays at Jansen potash provided negative offsets


The Global Impact Of Trump’s Copper Tariff

Jul 14 2025

What impact will a 50% US copper tariff have on copper prices and Australian copper producers?


Aurelia Metals’ Shift To Copper Excites

Jul 11 2025

The current share price for Aurelia Metals represents “compelling value” according to new research by Shaw and Partners as the company transitions to a greater focus on copper



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