lithium

And it’s not just lithium that’s hot. With mineral sands prices booming due to a supply crunch, Strandline is set to make a blockbuster start to production at any...

With Ken formally stepping down at the end of July from his role as MD and CEO of Pilbara Minerals we thought we would re-visit Episode 8 from late February this...

At Airlie we are looking to invest in high-quality businesses, which we would define as businesses that earn high returns on their invested capital. Airlie...

With last week’s prediction about an impending gold bounce starting to look well-timed, the likes of Bellevue and De Grey are offering significant upside while Gold...

The unprecedented outlook for the red metal is big news for the juniors, such as Sunstone, which analysts have just suggested could have up to 15Moz of gold equivalent...

The current market correction has presented investors with an opportunity to establish core positions in profitable mining companies that have quality exposure to...

The past month has been pretty brutal for commodities connoisseurs. After all, the S&P/ASX 200 Resources Index is down nearly 9% over the past four weeks alone,...

"Evidence at the coal face suggests customer demand remains incredibly strong," says Pilbara Minerals (ASX: PLS) managing director Dale Henderson, as detailed in the...

Before this week’s plunge, equities reflected long-term lithium price forecasts, which are far below spot prices, making predictions of crash in short-term prices...

It’s the most enduring thematic of our times, and now investors can get exposure at a significantly lower price thanks to the recent impact of rising rates and global...

In 2003 a young Australian PhD student took the bold step of pitching a new framework for how asset owners should think about engaging with the companies they invest...

Well, well, well. We have seen an absolute bloodbath to start 2022 - and it doesn't look to be stopping anytime soon. The S&P 500 has fallen nearly 16% year to date,...

In a classic case of "baby thrown out with the bathwater", Barry FitzGerald takes a closer look at why lithium stocks are being sold off at a time when the product...

Elon Musk recently announced (via Twitter, of course) that he is considering getting into lithium mining to bring down prices. He needn’t bother. It’s a commodity...

Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&P GSCI - the index which tracks the global...

In recent years, major car manufacturers worldwide set aggressive goals for electric vehicle production, underwriting a chasm-like deficit in the lithium market. As...

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...

European Metals overview European Metals Holdings (ASX & AIM: EMH, NASDAQ: ERPNF) is a mineral exploration and development company advancing the Cinovec vertically...

Our team enters its fourth decade in natural resources management in a state of great anticipation. We are seeing companies busily writing 25-year growth contracts....

Despite the world speeding along the road to electrification, we think the humble petrol station will still be needed in Australia for some years to come. This is why...