Nickel and PGMs set to be winners, while coal and iron likely to suffer
EV automakers outside of China slow to catch on, but that might change soon
What will Wesfarmers and SQM do next?
An all-nickel Buy, Sell, Hold, a look at both sides of the IGO/Panoramic bid and Mincor's resource
The LME's drive to establish a single lithium price at odds with market mechanics
Rio's intermittent messaging around lithium has become increasingly confused, writes Barry Fitz
Supply chain constraints push battery-making capacity buildouts into the future
Is Rio's lithium announcement just a cover for a lack of growth options?
Strictly Boardroom does some more abstract thinking on lithium battery substitution risks
'Bigger fish' still needed in sector to meet demand
Strictly Boardroom does some abstract thinking on lithium battery substitution risks.
This REE is the "secret sauce" of 5G networks — and could become a geopolitical hot potato
Jadar timing a conundrum for mega-miner, writes Barry Fitzgerald
Watch Madagascar. The Outcrop by Robin Bromby
There was a time when it looked like the Aussie nickel industry would wither away, writes Barry Fitz
US investment firm sees lithium prices plunging as low as $5000/t