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Latest Stories

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

Aug 06 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

Aug 04 2025


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

Aug 01 2025

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

Jul 30 2025


Previous Stories

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


Material Matters: Commodities And Tariffs, Chinese Steel, Critical Minerals

Jul 08 2025

A glance through the latest expert views and predictions about commodities and Trump tariff impact; Chinese steel efficiency; and zircon/titanium


Plenty Of Potential For Greatland Resources

Jul 04 2025

Freshly ASX-listed Greatland Resources is seen as a standout among junior resource companies. Now it’s up to management to deliver on the upside potential


Oil: Geopolitics Versus Structural Headwinds

Jul 03 2025

MFS’ Robert M. Almeida believes investors counting on a structurally higher oil price will most likely end up disappointed


Capstone’s Copper Evolution Continues

Jul 02 2025

Industry rationalisation has made it more challenging to gain exposure to pure copper plays with recently listed Capstone offering growth for a reasonable valuation


Material Matters: Oil, Gold, Copper, And More

Jun 13 2025

A glance through the latest expert views and predictions about commodities: crude oil; gold; copper; iron ore; uranium; lithium



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