Tag: Commodity Deep Dive
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Lithium Slips to 2026 Lows Near CNY 125,000 as Inventory Revisions and Aussie Restarts Test ASX Producers
Chinese lithium carbonate fell to its lowest level of 2026 in September before steadying near CNY 125,000. We break down the inventory…
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Iron Ore Hovers Near US$100 as Simandou Ramps Up and China Rewrites the Pricing Rules
Iron ore keeps testing US$100 a tonne as Chinese steel output falls and Simandou cargoes grow. Here is what it means for…
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Copper Smashes New Records as Escondida Fatality and Strike Vote Threaten Global Supply
Copper has surged to fresh all-time highs on tariff-driven hoarding, and a fatal accident and looming strike vote at BHP’s Escondida mine…
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Silver Corrects to $64 an Ounce as ASX Developers Race to Fund Bowdens and Paris
Silver has pulled back from its January record above $121 to the low $60s, but a sixth straight global supply deficit is…
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Gold Holds Above $4,300 as Fed Hikes Rates and ASX Miners Chase a Mega-Merger Wave
Bullion has shrugged off a hawkish Federal Reserve to hold near record levels, while ASX gold miners push through a historic run…
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Coal Climbs to Three-Month Highs as Alcoa’s $4.1bn South32 Bauxite Deal Advances
Thermal coal has hit its strongest levels in three months while Alcoa pushes ahead with its $4.1 billion acquisition of South32’s bauxite…
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Rare Earths at an Inflection Point: Lynas, Iluka and Canberra’s Push for Supply Chain Independence
Record profits at Lynas, a construction milestone at Iluka’s Eneabba refinery and a new $1.2 billion government reserve are reshaping Australia’s rare…
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Uranium Miners Fire Up as Spot Holds Near US$90 and the India Export Door Opens
Boss Energy, Paladin Energy, Deep Yellow and Bannerman are all advancing production or development as uranium prices hold near multi year highs…