China’s Demand for Coal Surges
China’s new coal power station installations just reached an 18-year high. They’re also the number one builder of solar panels. And wind turbines. As the rest of the world craves it, China holds it: ENERGY
Search Results for: lithium
The Bauxite Opportunity Hidden in a $2.5 Billion Bailout
A $2.5 billion bailout for Rio Tinto’s Tomago aluminium smelter has dominated the headlines — but the real story may be what it reveals about future demand for aluminium’s raw material. The same forces driving copper (renewables, EVs, data centres and grid buildouts) are also lifting aluminium use, and that points straight to bauxite.
The Dealmakers have Arrived: The Americans are coming to Town
The Americans are coming to town and they’ve found a gap in the market. Read on to find out why this could reshape the junior mining sector.
The Line Break
Key trendlines are breaking in some unloved sectors on the ASX. While the signals are all early, it’s worth updating your watchlists.
Gold Reignites: Here’s Our Favourites
After an eight-month correction, a growing number of gold stocks are flashing potential buy signals at the same time. Murray looks at why that could point to a tradeable bounce in gold.
Why Microsoft is restarting Three Mile Island
In December 2024, Beijing banned exports of three metals most people have never heard of. The fallout was immediate, brutal — and it was only the beginning of a much bigger scramble.
