critical minerals

Former geologist James Cooper explains everything may not be what it seems in the nickel market. That’s where contrarian opportunities lie.

How can critical metal developers get the cash to build fully integrated mines? Answer: take a leaf out of the iron ore book from 2003

Geologist James Cooper compares iron ore miners from 2003 with critical metal stocks today... The challenges and opportunties are uncanny.

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.

Crazy deals or timely investments? A look at the sizzling M&A activity in the mining sector.

Former geologist, James Cooper, warned investors ahead of China's shock announcement of export restrictions on graphite... So what's next?

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.

The Azure Minerals takeover by SQM looks to be perfect match in terms of prospect, capital, expertise and offtake. Why did I sell on market?

An analysis of UN Comtrade data shows that the major destinations for finished product by value are China, Vietnam and Japan, in that order.

I went to a conference on critical minerals. I saw consultants. Oh dear, it is time to put some facts on the table with critical minerals.