Stockhead’s Ashtyn Hiron sits down with Belararox (ASX:BRX) non-executive chairman Neil Warburton to get the short end of the long story on the company’s latest news. Warburton details the company’s first exploration season at its Toro-Malambo-Tambo (TMT) project in Argentina which sits on a mineral belt known for hosting clean energy metals deposits: copper-gold-silver and porphyry copper-gold molybdenum. He also explains why the Andes region attracts some of the biggest global mining houses, and Belararox’ road to its maiden drilling program at Tambo South later in the year. Tune in to ..read more

A turn up for the books: Nickel and coal the biggest gainers among major commodities in February Copper, lithium and graphite remain steady at low levels amid hope a bottom has been reached for battery metals Iron ore and rare earths come off the boil as Lunar New Year hits industrial metals hard   WINNERS   Nickel Price: US$16,508/t % Change: +6.62% Well, well isn’t this a turn up for the books? One of only two major commodities to record significant gains in February is nickel, the unloved child of the mining sector. It has raised hopes the collapse of prices over the past year a ..read more

Canada’s public markets have been a tough place for capital in 2023, with more go-private transactions than IPOs by a massive margin But a spate of M&A has come in recent months as junior resources companies jostle for relevance We look at four recent deals from TSX-listed miners trying to add scale and weight The Canadian stock market has been a strange place in 2023, with more companies taken private than IPOs this year in a C$12.5 billion splurge from cashed up private equity firms. In fact just one IPO — Lithium Royalty Corp (TSX:LIRC) — has made it to the main boards of the TSX, wit ..read more

Iron ore finds yet another second wind on Beijing stimulus hopes, as does met and thermal coal Lithium prices fall flat for a second straight month But uranium is creeping, in the winner’s column for the fourth month in a row Up, Up, Down, Down is our monthly wrap of all the moves in major metals produced by ASX miners.   WINNERS   Iron ore (SGX Futures) Price: US$114.16/t % Change: +6.33% Here we go, iron ore stans. If you were (somehow) bored of battery metals August was the month the bulks made their return from the doldrums. Defying some awful real estate data and news out of C ..read more

RockTalk is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week.   In this episode, host Peter Strachan discusses the growing market interest for critical minerals used in high tech applications and in a move towards the electrification of everything. Today’s episode focuses on the high scarcity value of some of these minerals and the market potential for gallium and germanium. Populating the expert panel for this discussion are Mark Wallace, Managing Director at Gold 50 (ASX:G50) and Jon Dugdale, CEO of Golden Deeps ..read more

Gold, nickel and copper post the biggest gains in July across the major ASX commodities Rare earths prices arrest a concerning decline with uranium steady Lithium hydroxide prices fall almost 15% in July   WINNERS   Gold Price: US$1970.65/oz % Change: +3.01% Gold prices hit a record quarterly high in the last quarter according to the LBMA PM price charts, with gold demand including over the counter investment interest lifting 7% year on year in the June quarter, according to the World Gold Council. Even with supply rising in the first half to a record 1781t globally, demand kept pr ..read more

Lithium, uranium, iron ore and coal emerge as winners as base metals also post solid June Gold fails to fire as threat of interest rate hikes hurt outlook Rare earths and nickel prices stagnate   WINNERS   Lithium (Fastmarkets Hydroxide CIF China, Japan and Korea) Price: US$46,900/t % Change: +4.22% Lithium continued to rally in June, launching off a solid May as prices recovered from the declines seen across the first four months of 2023. It came after Morgan Stanley and Citi, the former famous for taking an uber bearish stance that correctly predicted the lithium price crash of 2 ..read more

This snazzy new Critical Minerals Strategy looks wrapped around six focal points, which the Government says it will support with all it can offer in communication, coordination, regulation and financial support. “Support will be prioritised for minerals that are used in priority technologies.” Don’t know what those are yet. The government says that: ‘following extensive public consultation… yada yada… to achieve the Australian Government’s goals for the critical minerals sector and “…to help deliver diverse, resilient and sustainable supply chains, meet our net zero ambitions, maximise the eco ..read more

Specialty metals are drawing the attention of some of the world’s biggest miners after Rio Tinto paid a junior $21 million for an obscure scandium project in NSW We check out some of the strange, rare, weird and wonderful metals ASX explorers are chasing Who is in the market for niobium, rhodium, rhenium, antimony and boron Were you always a little strange?  Perhaps a bit different in high school..? Didn’t get to hang out with the cool and popular crowd? Well, just like a forlorn hipster who blooms on a college campus, many of the weirdest metals formerly shunned by all but metallurgica ..read more

The resources market posted a major turnaround in November as the dour mood that fell over commodities through the second half of the year from China’s Covid crisis and US Fed’s interest rate rises gave way to optimism. Virtually every major commodity posted massive price rises, led by a more than 30% run for iron ore as speculation China would end its economy curdling Covid Zero policy grew alongside a growing and unusual protest movement against Xi Jinping’s Communist Party. Check out our in-depth analysis of all the major commodity price movements over the past month below. Read: Up, Up, Do ..read more