India Follows Wheat Ban with Sugar Cap
After its wheat export ban, India has now capped sugar exports to safeguard its own supplies and ease inflationary pressures which threaten to trigger rising social unrest.
Read MoreCommodities
Mining Morsels: PLS, CHN
Plenty of action on Wednesday in the always interesting local mining sector. Here is the latest from strategic metals producers Pilbara Minerals and Chalice Mining.
Read MoreGold – Hedge or Not?
In response to investor interest in how best to access gold and gold miners, Cameron McCormack explains why VanEck believes an unhedged exposure is the best way to do so.
Read MoreCommodities Corner: Renewed Focus
The main impact of the Australian election result will be to underline the continuing importance of green products to future growth as climate change policies and spending move to centre stage.
Read MoreNuggets Galore from the Local Resources Sector
While investor attention remains focused on inflation and interest rates, activity continues to burble on across Australia’s resources sector. here’s some news from around the traps.
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Strong Dollar Grounds Gold Despite Soaring Inflation
Joe Foster from VanEck takes us on an in-depth look at the gold market in light of the myriad current economic and geopolitical factors at play.
Read MoreThe Surprising Case for Natural Resources
Tal Lomnitzer from JH discusses the strong demand for resources fuelled by evolving global energy needs as well as the diversification merits of a long-term allocation to the asset class.
Read MoreWheat Trades Limit Up after Indian Export Ban
As expected global wheat prices jumped sharply Monday in the wake of Indian’s surprise ban on exports of the key grain from last Saturday.
Read MoreAnother Stay for Foreign Miners in Chile
It is looking increasingly likely that big miners have escaped the worst of the resource nationalism of the new Chilean government and its attempts to rewrite the country’s constitution.
Read MoreCommodities Corner: Indian Ban Set to Chafe Wheat Market
World rural commodity markets have been whacked by India’s immediate ban on wheat exports and extreme volatility is forecast when trading resumes later today.
Read MoreKick-Starting a Russia-Free Energy Transition
Corporate Connect analyst Lawrence Grech takes looks at the havoc Russia’s invasion of the Ukraine has had on energy markets and how global reliance on the region can be reduced.
Read MoreGood Time to Be the Middle Man in the Oil Game
Oil price strength has fattened profit margins up the production, distribution and retail chains, with local refiners Viva and Ampol among those reaping the bottom-line benefits.
Read MoreWesfarmers’ Low-Key Lithium Presence On Track
It’s far from a main earnings driver, but a rare update has confirmed that Wesfarmers’ half-owned lithium project in WA remains on track for first production in two years’ time.
Read MoreAurelia Given Green Light to Expand Peak Site
Local miner Aurelia Metals says the NSW government has given the company the green light for it to expand its existing Peak gold and base metals operation at a cost of $65 million.
Read MoreChile Cools for Now on Nationalisation Plans
Companies with interests in Chile’s huge mining sector have received a temporary reprieve over proposals that could have seen them lose control of their mines and the minerals they contain.
Read MoreCommodities Corner: Situation Normal, All Frothed Up
Situation normal for markets given the volatility since Russia’s late February invasion of Ukraine, as traders try to work out just where prices will be heading in the wake of a rough week.
Read MoreMixed Fortunes Across the Lithium Space
The usual high news traffic for the lithium and EV space this week – here are some updates from Albemarle, Livent and battery giant Contemporary Amperex Technology to get you up to speed.
Read MoreAsra Minerals’ Rare Earths Find One of a Kind
Asra Minerals Limited (ASX: ASR) Executive Chairman Paul Summers and Senior Geologist Claudio Sheriff discuss the significance of the company’s rare earths discovery.
Read MoreMining Stocks Buoyed by Base Metal Strength
After a March that saw some metal prices touch new highs, Perpetual’s Clarke Wilkins looks at the major commodities and the sectors and stocks that have caught his eye.
Read MoreIndonesian Palm Oil Ban Set to Wreak Havoc
Of utmost concern for investors and consumers alike is news that Indonesia has just banned the export of a key food ingredient and cooking product for billions of people around the globe.
Read MoreBoddington, Tanami Continue to Drive Newmont
The 1Q22 financial results from Newmont have again confirmed the world’s biggest gold miner can’t do without its two big Australian mines – Boddington in WA and Tanami in the NT.
Read MoreNewcrest Ticks Up Guidance but Concerns Remain
Newcrest has lifted its gold production guidance slightly along with an increase in output for the March quarter, but warned of continuing concerns here and at its mines in PNG and in Canada.
Read MoreABx Serving Up Rare Earth Treats for Investors
Among the various projects it currently has on the go, Tasmanian-based miner ABx Group is serving up rare earth treats for investors from its four Tasmanian super magnet metals prospects.
Read MoreOil & Gas Outtakes: WPL, BPT
External pressures and the market’s bearish mood totally quashed any positive sentiment to be gleaned from upbeat quarterly updates released on Tuesday by Woodside and Beach Energy.
Read MoreA Strategic Case for Commodities
MFS explains how commodities can be an important diversifier during periods of higher inflation and why the asset class could be an integral component of multi-asset portfolios.
Read MoreCommodities Corner: Oil on the Skids
After its recent strength, oil’s upward march has been slowed and now reversed by increasing headwinds as demand weakens and the initial shock from the Ukraine invasion wears off.
Read MoreLithium Space Abuzz with Mexican Nationalisation News
Never a dull moment in the lithium space, and this week was no different as Mexico made the decision to nationalise its industry in the metal and Elon Musk had plenty more to say about pricing pressures.
Read MoreOre Solid, but BHP Not Immune to Covid
BHP did much better in its key iron ore business than rival Rio Tinto did, although the surge in WA Covid infections and associated labour shortages in hit its nickel and copper operations.
Read MorePilbara Ore Weakens for Rio, No Word on Jandar
A weak March quarter production report from Rio Tinto so far as its Pilbara iron ore operations are concerned, while only ominous silence about the future of its Jandar Serbian lithium mine.
Read MoreWashington Funds US Expansion Plans for Syrah
Like Lynas and its rare earths operation in Texas, rival Syrah Resources has won financial support from the American government to help expand its operations in that country.
Read MoreHow Important is Russian Oil and Gas as Further Sanctions Loom?
As the EU considers further sanctions on Russia, Schroders looks at the importance of Russian energy supplies and asks fund manager Malcolm Melville about the implications.
Read MoreBig Jump in Hedland Ore Export Numbers
The solid performance last month for companies using Port Hedland capped an equally good March quarter which saw a nice rise in prices and volumes for the key steelmaking raw material.
Read MoreThe US’ Missing Barrels – Refined Exports at Risk
The US downstream petroleum industry has adjusted and mostly thrived in response to major structural changes. Can it now meet the new missing million-barrel refining gap?
Read MoreTrigg’s Potash Resources Helping Secure Australian Food Supply
Trigg Mining CEO / MD Keren Paterson discusses the global demand for potash, the difference between sulphate of potash and muriate of potash, and the company’s flagship project at Lake Throssell in WA.
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Commodities Corner: Oil Remains the Focal Point
Oil was once more the focus of commodity markets over the past seven days and will be again this week due to its role in what will be another big rise in US inflation.
Read MoreMusk Hints at Tesla Entry into Lithium Mining
So concerned is Elon Musk about the rising price of lithium, he says Tesla may get into the lithium mining and refining business directly and at scale to try and control the cost.
Read MoreThe Downside to the Electric-Powered Bandwagon
The Federal Government’s March Resources and Energy update has provided a handy rule of thumb for investors looking at electric vehicles as well as the usage and demand for renewable minerals.
Read MoreLithium: Good if you can get it
Strong demand for lithium is currently resulting in shortages of spodumene, lithium hydroxide and lithium carbonate, pushing spot prices for all three commodities to record levels.
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