nickel

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.

Several mining companies big and small may struggle to maintain production at present prices.

Buxton-IGO nickel hit augurs well for neighbour Stavely, gold set for Santa rally and Sunstone exploration target points to big open pit.

Geopolitics and energy shortages underpin the investment thesis for the likes of lithium, nickel, rare earths and copper.

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

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.

Plus, Coda finds enhancements of its own at South Australian copper project and Evion finds fans amid forecasts of graphite shortfall.

IGO surprises the market with record earnings and a special dividend.

Beyond the numbers, what can we learn from one of the world's largest miners FY23 results?

Trio of former juniors set for pivotal development studies. Plus, IPO James Bay Minerals swamped as Canadian lithium sector runs hot.

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.

Summarising some of the spiciest takeaways from five analyst and fundie interviews about lithium, copper, rare earths, graphite and nickel.

The nickel market is expected to remain in a surplus through to 2025. Does this pose a threat to the otherwise bullish EV demand narrative?

And sold-off Centaurus, which has lots of nickel for lithium batteries, prepares for offtake talks which could reignite its share price.

The world’s growing hunger for metals, combined with tight supplies, is underpinning one of the greatest investment thematics of our time. Driven by the...

Study reveals huge leverage for $30m junior with 20% jump in copper price boosting NPV to $1b. Plus, gold equities and the battle for Mincor

The recent correction in leading critical mineral miners is an opportunity. We explain how to use our cost-basis indicator to time entries.

A rally in global copper stocks makes the BHP offer for Oz Minerals look inadequate.

What an opportunity we have in this episode to spend some time with our very special guest, Western Australian entrepreneur, 40+ year prospector, business owner and...

The drill bit is again setting share prices alight - and with good reason, according to new research by a veteran minerals economist. Centaurus’ rise from $24m junior...