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Forecasts of big supply deficits by the likes of Glencore suggest the red metal is about to get red hot, making smaller stocks such as New World Resources an investor’s playground.

Lithium stocks led the way in an Australia Day-shortened trading week but the more important news, which will shape markets for the next few months, is that inflation is not yet under control and that means interest rates still have only one way to go, up

Assays from drilling at Cosmo Metals' high-priority Minjina target appear to have confirmed a new volcanogenic massive sulphide-style base metals discovery within its Yamarna project, 150km east of Laverton in Western Australia (reports MiningNews).

RareX continues to highlight just how much room its Cummins Range rare earths and phosphate project has to grow in after drilling returned thick mineralised intercepts (reports Stockhead).

With its newly commercial King of the Hills operation in Western Australia humming along, gold miner Red 5 is studying an expansion plan (reports MiningNews).

One of the world’s biggest uranium miners has laid out a dramatic bull case for the nuclear fuel, while Australia’s next active uranium producer thinks inflationary pressures across the mining industry could send prices soaring as supply struggles to meet demand from utilities (reports Stockhead).

The allure of carbon-free power is stronger than ever (reports Bloomberg). As countries are desperate to lower emissions and reach climate goals, the world also faces a shortage of traditional fossil fuels.

Assuming no meltdown in lithium prices, Pilbara Minerals’ cash position will continue to build at an astronomical rate, for a company with a A$15.1 billion market cap anyway (writes Barry FitzGerald on MiningNews).

Sandfire Resources has maintained its materials output guidance for the 2023 financial year, despite copper production during the December quarter being lower than anticipated (reports The West Australian).

A dearth of critical minerals projects on the market is forcing miners to look further afield for green metals, according to an analyst, with BHP making its first investment in Serbia to hunt for copper (reports The West Australian).