Lithium’s outlook remains strong but investors now need to look to juniors like Essential for growth; Plus, plenty of smoke in Nimy’s latest nickel hole and Larvotto offers investors three drilling programs.

Taxpayer loan for Australia’s first refinery highlights size of the prize for successful explorers. Plus, last week’s column on DGO-De Grey proves very timely, Calidus re-rates and Sovereign’s monster find yet to be appreciated.

Spectacular share price jumps on early-stage exploration results reflect investors’ appetite for leveraged exposure to red metal, with Tennant Minerals among those attracting attention. Plus DGO Gold looking cheap on Hemi and Canaccord tips Kingston.

Booming market sees emerging WA producer already immersed in takeovers and expansion speculation, while peers Sovereign and Sheffield are also attracting renewed attention. And with a resource update pending at Genesis, is Raleigh Finlayson set to emerge as the King of Leonora? 

Plus, JP Morgan highlights upside for Chalice and Sunstone says its Alba gold-copper discovery has scale as well as high grades.

Plus, little-known Labyrinth Resources uncovers historic hits of over 100gpt as it prepares for JORC resource at new Canadian project and fresh drilling results fuel hopes that Rumble’s Earaheedy project in WA is a base metals province in the making.

Hammer hitting copper in Queensland, Calidus eyes first gold as its lithium exploration fires up and gold hunts by Nagambie and Mamba attracting strong interest.

Calidus and Red 5 about to join producers, setting them up for re-rating in hot bullion market. Plus, metal shortages stemming from Ukraine sanctions could boost sold-off juniors like Hot Chili and Sunstone.

Plus, RareX set for its day in the sun as Cummins Range project gains size and grade in a world desperate for rare earths

Deal with global giant comes as Cameco fuels uranium bulls with decision to restart two mines. Plus, Coda’s corporate action puts spotlight on its upside and Caspin likens its find to Chalice’s Gonneville

There is growing recognition that nuclear power is key to meeting both the energy and decarbonisation challenges. But the supply side of the uranium equation is yet to catch on, paving the way for further price increases. And Boss Energy, already among Australia’s uranium front runners, could add copper to its story. Plus, bumper drilling results add to the buzz at Genesis over pending arrival of Raleigh Finlayson.

Industry giant Iluka shows how resources shares and commodity prices have diverged of late while juniors such as Strandline now offer even greater leverage.

And the juniors are itching to join the party, as shown by Orion’s new early-production strategy, while Carnaby tears down the street waving exceptional results from its Mt Isa drilling.