rare earths

The Electric Vehicle (EV) metal theme has performed particularly well over the last four months in spite of the prevailing mood of doom and gloom in this bear...

Red metal looking like lithium of two years ago as recession fears offset low inventories and surging demand forecasts; It points to leveraged upside for juniors like...

The concentration of supply of critical minerals related to decarbonisation is an issue that has been highlighted by major Western economies as a risk to securing...

In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times....

Revelations by US cybersecurity firm Mandiant that China had resorted to cyberwar tactics in an effort to protect its stranglehold on the strategically-important rare...

Taxpayer loan for Australia’s first refinery highlights size of the prize for successful explorers. Plus, last week’s column on DGO-De Grey proves very timely, Calidus...

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...

The transition to a clean energy future is gathering pace and requires trillions of dollars of investment in the decade ahead. Bloomberg NEF estimates that US$500...

Is it just me or are people forgetting the playbook? The conversations that I hear in lifts, on the street, in coffee shops...is scary. People are forgetting the...

Surging demand for EVs is expected to see rare earths live up to their name, with prices reflecting the forecast supply-demand imbalance. This bullish outlook is...