South32’s big zinc bet speaks volumes about supply-driven price outlook

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Rolls Of Metal Sheet. Zinc, Aluminium Or Steel Sheet Rolls On Warehouse In Factory.

South32’s big zinc bet speaks volumes about supply-driven price outlook

The major’s commitment to new US project is underpinned by its forecast supply deficit, which augers very well for the likes of Rumble and Develop.

By Barry FitzGerald.

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Non-Chinese graphite players poised for their day in the sun

Looming supply deficit for this key battery metal and a push to cut reliance on China comes as Kingsland prepares to release the maiden resource for its big graphite find in the NT. Plus,...

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Goyder hits back the way he knows best as DevEx unveils bumper uranium hits

The fearless explorer’s dive into the NT’s Alligator River is paying dividends. Plus, Alliance shakes off nickel blues with Samsung deal.

By Barry FitzGerald.

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Potentially life-changing greenfields exploration still drawing investors hungry for the next big one

Legacy Minerals among those dangling the carrot of highly-leveraged, big-scale exploration at this week’s Resources Rising Stars conference. Plus, a big arb to be had on uranium explorer 92 Energy and Nordic says Europe...

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Flano set to fire his first Arrow in battle of Simandou North

The $38m junior is about to drill along strike from the giant Simandou iron ore project in what could be a game-changer for the ages. Plus, uranium bulls rage on and BHP’s latest chosen...

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Cash is Kin, ditto CZR

The WA gold and iron ore duo are about to cram their pockets with readies - just as their cash-poor peers get set to deal for a dollar. Plus, Magnetic targets resource growth.

By Barry...

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Piece Of Copper On Periodic Table Of Elements

Tight supply fuels copper’s strong finish to ’23 and points to more gains ahead

As the red metal knocks on the door of US$4/lb, smaller copper stocks such as FireFly and Rex look set to enjoy vastly highly valuation metrics.

By Barry FitzGerald.

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COP28 support for nuclear and US ban on Russian product sets up uranium for a booming 2024

Latest tailwinds mean Boss could be starting production and signing first offtake contracts in a very bullish market. Plus, ironman Flanagan to lead Arrow down its Simandou path and Harmanis looks like he may...

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Why Glencore’s decision to shut Mt Isa could spark regional consolidation

Next door neighbours Hammer and Carnaby highlight the scope for mergers. Plus, M&A value-creation can take time and brokers line up to back rare earths play Meteoric.

By Barry FitzGerald. 

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Lynas chief assures hurting rare earths faithful of a strong future

Lacaze’s bullish take is good news for the growing band of ASX ionic clay rare earths explorers, including newcomer Equinox, which has just pegged a big position in Brazil.

By Barry FitzGerald.

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