Supply and demand

Source: Tesla Shanghai
ENERGY MINERALS

Morgan Stanley sees softer lithium prices this half

Rising supply to offset increasing demand

03 July 2023

Fitch cuts base metals forecasts
BASE METALS

Fitch cuts base metals forecasts

Forecasts are still higher than current prices

25 June 2023

Dryblower on the supply shortages driving metal prices
DRYBLOWER

Dryblower on the supply shortages driving metal prices

Lack of supply could keep the boom rumbling along for another 20 years

19 July 2021

Choppy waters ahead for iron ore
BULKS

Choppy waters ahead for iron ore

RBC sees period of 'enhanced volatility'

13 July 2021

 Is the perfect storm brewing for the copper market?
ESG

Perfect storm for copper

Red metal faces significant supply disruptions and slowing of new projects

31 March 2020

Fitch expects copper production to rise by 3.1% this decade
BASE METALS

Copper supply growth to stay strong

Australia and Canada dominate new copper project pipeline outlook

18 March 2020

From aluminium to lithium - the next big thing
STRICTLY BOARDROOM

From aluminium to lithium - the next big thing

Strictly Boardroom views lithium as the 'real deal' in terms of future transformational growth

10 February 2020

The big bank tipping split over iron ore
BULKS

The big bank tipping split over iron ore

Wild variations on price outlook for iron ore

04 September 2019

RESOURCE STOCKS

Rimfire focused on strategic scandium in NSW hotspot

Large landholding in ‘epicentre for scandium in Australia’

RESOURCE STOCKS

Akora aiming to feed into green steel ambitions with high-grade Bekisopa

High-calibre team leading transition from explorer to developer

RESOURCE STOCKS

GTI well-placed to advance US uranium projects

Prime time with supportive jurisdiction, strong price environment

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