critical minerals

Latest news and analysis on critical minerals

Equities

Québec critical minerals projects set to be next on investors' shopping list

Mont Royal's big Ashram rare earths project, PMET Resources' lithium and Cygnus' copper-gold play are among those set to get the attention.
+3
Barry FitzGerald
Independent Journalist
Commodities

What ASX rare earths stocks could Trump buy?

Emanuel Datt tips the ASX rare earths producers that fit Trump’s playbook as the U.S. hunts for allies in critical minerals.
+1
Vishal Teckchandani
Livewire Markets
Equities

Copper’s strong reaction to Grasberg mine disaster shows its sensitivity to supply disruptions

The outlook is good news for Mammoth’s highly promising Peru copper project; Plus, Venari steps up its hunt for gold and lithium in Nevada.
BHP
+1
Barry FitzGerald
Independent Journalist
Equities

Beament delivers sermon on Northern Star history repeating in depleted copper sector

Centaurus pitches a counter-cyclical nickel opportunity and emerging gold producer Javelin set to make more than its market cap in a year.
+3
Barry FitzGerald
Independent Journalist
Equities

Copper price must rise to overcome supply deficit, warns BHP

The strong outlook is driving investor interest and M&A activity among juniors, as shown by Coda’s rise and the PolarX-Northern Star deal.
BHP
+6
Barry FitzGerald
Independent Journalist
Commodities

Whopping US taxes on Chinese graphite imports put Syrah right back in the game

Plus, Kingsland super-sizes its big graphite offering with gallium and titanium; Centaurus’ green and cost credentials support $23m raising.
Barry FitzGerald
Independent Journalist
Equities

A year of strong outperformance for those who picked the better junior resources stocks

And here are three with the sort of advanced exploration projects which could put them on the winners list in time to come.
+3
Barry FitzGerald
Independent Journalist
Commodities

Investors betting lithium has bottomed but recovery expected to be slow

Patriot among the winners. And now the Brinsden-led company appears to have a new ace up its sleeve in the form of another critical metal.
IGO
+1
Barry FitzGerald
Independent Journalist
Equities

Magnetic field descends on rare earths stocks as shortages hit critical lows

Great timing for O’Keeffe-backed Mont Royal and its deal on a big rare earths project; Copper-gold explorer Cygnus runs ahead of assays.
+4
Barry FitzGerald
Independent Journalist
Equities

Cutting-edge assay group winning friends in high places with promises of faster, safer tests

Among the believers is Bill Beament, who reckons he is also on to a big winner at Develop’s rejuvenated Sulphur Springs zinc-copper project.
+3
Barry FitzGerald
Independent Journalist
Equities

Big predators start consuming under-valued copper companies as disconnect to metal price rolls on

Following Xanadu and New World bids, takeover spotlight swings to Sunstone and Coda; Plus, AusQuest about to resume copper drilling in Peru.
AQDN
BHP
+7
Barry FitzGerald
Independent Journalist
Equities

Trek about to find out if there is a multi-million-ounce present under its Christmas Creek tree

Plus, yesterday’s sell-off in rare earths stocks defies the reality abut the need for non-Chinese supplies.
+2
Barry FitzGerald
Independent Journalist
Equities

Trump’s promise ‘to get Greenland’ puts rare earths junior ETM in spotlight

Eyes now on Greenland's March 11 election; Plus, James Bay joins the gold party with 1.36Moz maiden JORC resource in Nevada.
Barry FitzGerald
Independent Journalist
Equities

US critical minerals grab emerging as a tailwind for resource juniors

Plus, Ioneer’s lithium baby could go to Rio and recent copper deals suggest red metal juniors such as KGL and Havilah are going cheap.
BHP
INR
+2
Barry FitzGerald
Independent Journalist
Commodities

Chips, silver, and HPA: unearthing profit in the AI goldrush

AI's unsung heroes: Silver and HPA. As tech titans battle, geologist James Cooper details how these commodities quietly power the revolution
A4N
CCM
James Cooper
Fat Tail Investment Research
Commodities

Mineral wars: Why Trump needs Greenland

According to geologist James Cooper, the ‘Greenland Grab’ is all about resources and an escalation in US strategy to secure supply chains.
James Cooper
Fat Tail Investment Research
Outlook Series

2 ASX stocks giving you access to a misunderstood but highly profitable commodities theme

We are particularly focused on the growing demand for energy and critical minerals as key themes.
Emanuel Datt
Datt Capital
Commodities

Antimony will be anything but anti-money if critical minerals trade war breaks out

And a host of ASX juniors are positioning to cash-in on what could be China’s weapon of choice.
+2
Barry FitzGerald
Independent Journalist
Equities

China property is turning, time to investigate ASX copper and zircon stocks?

You may want to pick up some copper and zircon stocks, says Morgan Stanley, as China’s property market finally shows signs of improvement.
29M
Carl Capolingua
Livewire Markets
Commodities

Trump or Harris? Who cares! These commodities will do well regardless

Pushback against China is one of the few bipartisan policies among Republicans and Democrats; this could benefit ASX critical mineral stocks
James Cooper
Fat Tail Investment Research
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