AuTECO poised to close gap on copper peers amid more bullish forecasts for red metal
Ken Brinsden ponders valuation disconnect between WA and Canadian lithium companies, UBS backs gold and iron ore run puts CZR in spotlight.
EVs poised to send graphite price into overdrive amid big supply deficit
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.
BHP not turning fickle on beaten-up nickel
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.
BHP disappoints across the board, but this fundie is still bullish
Short-term lifts in commodity cost curves will help offset soft iron ore prices, according to Joe Wright from Airlie Funds Management
Why I like Fenix Resources (my reason might surprise you)
Fenix is a high-grade iron miner with projects far from the WA port of Geraldton. But it now fully owns a great logistics business.
China steps up stimulus: BHP, Rio Tinto and Fortescue near 2-month highs
Commodities are beginning to rebound as China shifts to stimulus mode to support its faltering economy.
Why the commodities rally may not last much longer (and what it means for ASX materials stocks)
The ASX materials index is up marginally so far in 2023, but UBS says downside may be on the horizon.
Is this as good as it gets for iron ore?
Are the global dynamics changing for iron ore? In this wire, we explore some of the issues, now and into the future.
Long-term upside remains for iron ore miners. Here are the stocks Macquarie is backing
With spot prices trading below the investment bank's short-term forecasts, analysts continue to expect long-term outperformance.
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.
Iron Ore: A concise guide for ASX investors
A deep dive into iron ore supply and demand, price drivers, outlook and key ASX-listed companies.
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