Uranium getting a glow as North America puts nuclear power ‘front and centre’
Cameco chief highlights opportunity awaiting emerging producer Boss and 92 Energy, which unveiled bumper results. Plus, Meteoric’s resource.
Lynas’ Lacaze gives pivotal thumbs up to ionic clay-hosted rare earths
Industry leader reveals strong interest in these deposits, in a boost for juniors like Meteoric, AR3 and IXR. And Astro drills for lithium.
M&A appetite of leading lithium players is valuable insight into their bullish outlooks
Plus, new report highlights game-changer for Sunstone, surging Australian Rare Earths raises and Meteoric sets for maiden resource.
Which country is the largest exporter of unseparated rare earth concentrates to China?
Simple answer: Myanmar, right? Wrong. It is the United States of America! The walk diverges from the talk for our great and powerful friend.
You only get one Tesla: Taking a punt on Rare Earths and the mighty Dreadnought Resources
The Tesla Investor Day announcement of rare earth free motors put the Panic Pigeons in control of the local bourse rare earth herd of cats.
Rare earths in abundance for RareX as resource soars 500%
Plus, Antipa’s juicy inventory and Sunstone’s bumper discovery hole of 177m at 1.1gpt AuEq highlight big upside in gold-copper juniors.
Rare earth magnets keep their strong attraction despite Tesla’s jawboning
Plus, CZR looks to capitalise on strong iron ore price and funding package sets up Orion to be significant copper-zinc producer.
Tesla dumps rare earths… should you do the same?
Rare Earth outlook has deflated rapidly in March, but with the likes of Twiggy and Gina Reinhart backing the sector, now is the time to buy
Buying opportunities in critical minerals stocks
The recent correction in leading critical mineral miners is an opportunity. We explain how to use our cost-basis indicator to time entries.
Rinehart and Forrest's appetite for rare earths speaks volumes about the sector’s outlook
The billionaires are diving in via the bigger players. But the less well-heeled can get a slice of the action through numerous leveraged juniors such as RareX and AR3....
The mining company riding the tailwinds of renewables and supply chain shifts
It’s perhaps natural to be concerned by the growing risk of conflict as Russia continues to pursue its attacks on Ukraine and as China sets its eyes on Taiwan. The...
What I learnt from the ANU Rare Earth Conference (REECON)
This is a busy time of year for me. There is the Australian reporting season, the US third quarter reporting season, and the conference season. Last week was...
Introducing the Graphite Kid
The Electric Vehicle (EV) metal theme has performed particularly well over the last four months in spite of the prevailing mood of doom and gloom in this bear...
The growing disconnect between copper stocks and outlook for copper demand-supply
Red metal looking like lithium of two years ago as recession fears offset low inventories and surging demand forecasts; It points to leveraged upside for juniors like...
An undervalued miner with a critical advantage
The concentration of supply of critical minerals related to decarbonisation is an issue that has been highlighted by major Western economies as a risk to securing...
Paradice's 3 preferred materials exposures and 1 sector to avoid
In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times....
China’s "dirty tricks campaign" speaks volumes about the outlook for rare earths: 3 ASX mining stocks headed for a rerate
Revelations by US cybersecurity firm Mandiant that China had resorted to cyberwar tactics in an effort to protect its stranglehold on the strategically-important rare...
Rare earths juniors fire up on news of Iluka’s $1.2b refinery
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...
Discovering value in the battery metals boom
It is impossible to ignore the trend towards electrification in society, says Datt Capital's Emanuel Datt. So in this wire, he identifies three core commodities that...
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