ELECTRIC VEHICLES

Lithium remains volatile, but the industry has a concentrated structure of vertically integrated buyers. Sentiment is improving. We ask why?

Ken Brinsden ponders valuation disconnect between WA and Canadian lithium companies, UBS backs gold and iron ore run puts CZR in spotlight.

Spotlight swings to Patriot and Wildcat, plus Calidus’ new Bulletin gold deposit is being likened to Spartan’s rich Never Never find.

The International Energy Agency says global oil, gas and coal demand is set to peak by 2030.

Former Pilbara chief says history set to repeat; Neil Biddle now into helium at Greenvale and Spartan gets big price target as gold jumps.

Outlook is good news for Kingsland and its big NT graphite find; Rio sure to be looking at strong DFS numbers on CZR’s iron ore project.

Plus, Stavely flags its Kimberley nickel prospect next to IGO's hot hit, S2 to drill alongside Fosterville and CZR poised for iron ore DFS.

For that, investors should look upstream.

Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors..

By contrast, Beament’s offer for Essential is a drama-free push to make action. Plus, Ausgold's 3Moz project advances and uranium soars.