Commodities 2021 - it

Commodities 2021 - it's all guesswork

But there's one potential battery metal that has so far been overlooked. The Outcrop by Robin Bromby

Outcrop

21 JAN 2021
Macquarie tips

Macquarie tips 'buoyant' base metal prices

Copper and nickel to maintain momentum in 2021

Research

21 JAN 2021
Iluka

Iluka's rare earth rush gathers speed

Rare earth monazite shaping as 30% revenue contributor for Iluka

Research

15 JAN 2021
Cobalt kicks off 2021 with a bang

Cobalt kicks off 2021 with a bang

Marginal deficit tipped this year

Research

14 JAN 2021
Lithium prices rising for the first time in three years

Lithium prices rising for the first time in three years

We are entering the biggest growth phase yet for the lithium and EV industry, says BMI analyst

Research

11 JAN 2021
Graphite recovery to be dented by lower EV demand, COVID restrictions

Graphite recovery to be dented by lower EV demand, COVID restrictions

Global graphite production to grow at 5.6% CAGR to 1.2Mt by 2024

Research

08 JAN 2021
Chinese recovery drives strong 2021 outlook

Chinese recovery drives strong 2021 outlook

Favourable conditions in several important markets underpins the stable outlook

Research

17 DEC 2020
Uranium stocks start to perk up

Uranium stocks start to perk up

No movement on price yet but sentiment improving

Research

16 DEC 2020
IGO dares to be brave in lithium push

IGO dares to be brave in lithium push

Rarely has an ASX miner made such a daring and transforming move, writes Barry FitzGerald

Barry Fitzgerald

10 DEC 2020
Graphite market sentiment may at last turn positive

Graphite market sentiment may at last turn positive

Can this sector have a second moment in the sun? The Outcrop by Robin Bromby

Outcrop

10 DEC 2020
Buy, Sell, Hold: Chalice, Syrah and ioneer

Buy, Sell, Hold: Chalice, Syrah and ioneer

Huge price target upgrades for Chalice and Syrah; and coverage initiated on ioneer

Capital markets

27 NOV 2020
Second lithium boom underway

Second lithium boom underway

Surging interest in EVs behind the price rise

Research

26 NOV 2020
Tesla

Tesla's promotion gives Syrah a leg-up

Former market darling Syrah enjoying a resurgence, writes Barry FitzGerald

Barry Fitzgerald

25 NOV 2020
Dryblower on the new normal, the rise of industrial metals

Dryblower on the new normal, the rise of industrial metals

Eight months ago, Dryblower thought he was living out the words of AC/DC classic Highway to Hell

Dryblower

16 NOV 2020
RBC cuts long-term uranium price forecast

RBC cuts long-term uranium price forecast

Gradual increase in price over next five years seen

Research

16 NOV 2020
Biden

Biden's 'blue ripple' to hit mining equities

Biden win and slimmer stimulus package could be bad news for mining equities, in short-term

Politics

09 NOV 2020

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