nickel

Latest news and analysis on nickel

Equities

BHP’s Anglo American aspirations reveal full extent of its copper conviction

This idea behind the $60b play has big implications for copper juniors like Caravel and Alma. Plus, much to like in revised Chalice model.
ALM
BHP
+2
Barry FitzGerald
Independent Journalist
Equities

Russia metals sanctions on aluminium, copper, and nickel: Which ASX miners stand to benefit?

What will be the short-term and long-term impact on markets of new sanctions on Russian copper, aluminium and nickel?
29M
AWC
+7
Carl Capolingua
Livewire Markets
Commodities

Unveiling the latest trends in global commodity markets - March 2024

Mixed signals – headwinds or tailwinds?
Nicholas Boyd-Mathews
Eden Asset Management
Equities

Morgan Stanley’s latest views on copper, coal, gold, iron ore, nickel, and lithium (+ top ASX stock picks)

Recent data on the Chinese economy showed a pick up in industrial production, as well as copper, coal and iron ore imports.
29M
AWC
+6
Carl Capolingua
Livewire Markets
Commodities

Nickel: contrarian opportunity or portfolio suicide?

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

Macquarie’s massive ASX metals and energy stocks review: Deluge of downgrades!

Macquarie has adjusted its commodity price forecasts resulting in ratings and price target changes for ASX several metals and energy stocks.
29M
+26
Carl Capolingua
Livewire Markets
Equities

Morgan Stanley: Nickel likely troughed, Lithium closer to a floor

Nickel and lithium prices have plunged, but both are now enjoying a rally. Morgan Stanley considers the possibility of whether the low is in
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Sidestepping the supply driven carnage

The carnage in lithium and nickel markets through 2023 should be a stark reminder for all investors: supply matters.
Dion Hershan
Yarra Capital Management
Equities

Goyder hits back the way he knows best as DevEx unveils bumper uranium hits

The fearless explorer’s dive into the NT’s Alligator River is paying dividends. Plus, Alliance shakes off nickel blues with Samsung deal.
CHN
+1
Barry FitzGerald
Independent Journalist
Commodities

Is the Nickel price close to a trough? Morgan Stanley has the answer

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.
BHP
CHN
+4
Carl Capolingua
Livewire Markets
Equities

Aluminium, Copper, Nickel, Lithium: Which ASX miners are nearing the profitability cliff?

Several mining companies big and small may struggle to maintain production at present prices.
AWC
BHP
CXO
+6
Carl Capolingua
Livewire Markets
Equities

Rinehart-backed Brazilian rare earths play highlights worth of ASX peers

Buxton-IGO nickel hit augurs well for neighbour Stavely, gold set for Santa rally and Sunstone exploration target points to big open pit.
+7
Barry FitzGerald
Independent Journalist
Education

A beginner’s guide to battery metals (and 14 ways to invest)

Geopolitics and energy shortages underpin the investment thesis for the likes of lithium, nickel, rare earths and copper.
A1M
+11
Glenn Freeman
Livewire Markets
Equities

This company is on track to be the newest ASX nickel producer

Pacific Nickel has navigated the recent weakness in nickel prices and on track to bring the Kolosori Nickel Project into production.
Kerry Sun
Livewire Markets
Equities

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
RIO
+2
Barry FitzGerald
Independent Journalist
Equities

With share freefall over, ‘project enhancements’ now key to Chalice claw-back

Plus, Coda finds enhancements of its own at South Australian copper project and Evion finds fans amid forecasts of graphite shortfall.
BHP
CHN
+2
Barry FitzGerald
Independent Journalist
Reporting Season

IGO's bumper FY23 lithium performance and special dividend surprise

IGO surprises the market with record earnings and a special dividend.
CAR
COL
DXS
+4
Kerry Sun
Livewire Markets
Commodities

3 interesting takeaways from BHP’s full-year results

Beyond the numbers, what can we learn from one of the world's largest miners FY23 results?
BHP
FMG
IGO
+3
Kerry Sun
Livewire Markets
Equities

Chalice, De Grey, Centaurus ready for re-rate as they wave ‘orphan’ phase goodbye

Trio of former juniors set for pivotal development studies. Plus, IPO James Bay Minerals swamped as Canadian lithium sector runs hot.
CHN
DEG
+2
Barry FitzGerald
Independent Journalist
Commodities

Centaurus free to deal its hotly-demanded nickel sulphides after breaking offtake shackles

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.
BHP
+2
Barry FitzGerald
Independent Journalist
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