Tag: Commodity Deep Dive
-
Nickel’s Indonesian Squeeze: Why ASX Miners Are Still Watching From the Sidelines
Indonesia’s sharply lower 2026 mining quotas have driven nickel to two-year highs, but Australia’s shuttered nickel mines remain on the sidelines as…
-
Australia’s Critical Minerals Reserve Takes Shape as Beijing Tightens Its Grip
The $1.2 billion Critical Minerals Strategic Reserve is moving toward launch just as China widens export licensing on antimony, gallium and rare…
-
Lithium Rebound Meets Reality: Bald Hill Restarts, China’s Battery Tax and the ASX Read-Through
Lithium prices are stabilising after a rough July, Mineral Resources has restarted Bald Hill, and China’s new battery tax is reshaping the…
-
Iron Ore Slips Below US$100 as Port Hedland Strikes Escalate: What It Means for ASX Miners
Iron ore has held below US$100 a tonne for weeks as Chinese demand softens and a rolling strike hits BHP’s Port Hedland…
-
Copper Smashes Record Highs as US Tariff Hoarding Squeezes Supply: ASX Miners in Focus
Copper has hit fresh record highs as US tariff-driven stockpiling tightens global supply, putting BHP, Sandfire, Capstone Copper and 29Metals back in…
-
Silver Holds Above $57 as Bowdens DFS and Joaquin Drilling Put ASX Miners in Focus
Silver Mines’ Bowdens DFS and Unico Silver’s Joaquin drilling results land as the global silver market heads for a sixth straight annual…
-
Gold Slumps 30% From Its 2026 Peak, But Westgold and Capricorn Are Still Delivering
Gold has corrected sharply from its January 2026 high, but strong quarterlies from Westgold Resources and Capricorn Metals show ASX gold producers…
-
Alcoa’s US$5.6 Billion Bid for South32 Reshapes the Bauxite Trade as Coal Prices Firm
Alcoa’s up to US$5.6 billion deal for South32’s bauxite, alumina and aluminium assets is reshaping the bulk commodities landscape, while coal prices…
-
Rare Earths Roar Back: NdPr Prices Near US$133/kg as Lynas Cashes In
NdPr prices have climbed near US$133/kg on tighter Chinese export controls, and Lynas Rare Earths has capitalised with a record quarter, a…