Providing independent coverage of Australian resource stocks, commodities and issues impacting the broader mining and energy sectors internationally.
Joined June 2014
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Jun 12
The simple “rates up, gold down” narrative misses a key point, as there are numerous recent examples of a rising rate/rising gold environment. It's all about real interest rates (minus inflation), and over the past 50 years gold has outperformed when real rates are negative.
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Jun 12
Given the escalation in our energy costs, it's not surprising to see that Australian ranks 25th in the world for the most expensive electricity. Looking at the list, we are the only resource-rich nation in the top 30. So much for cheap renewable energy.
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Coverage stock @Greenwing_GW1 is undertaking critical DLE studies to identify and evaluate the most suitable pathway for its San Jorge #lithium brine project in Argentina, which will feed into the ongoing Scoping Study, coinciding with an improving lithium market backdrop.
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Andy Home questions how much copper actually will be required for the AI data centre boom. Interesting analysis! Column: AI may not be the demand booster copper bulls expect mining.com/web/column-ai-may…
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Recent geophysical/sampling results enhance the big picture potential at @PolarXltd's Alaska Range project, with potential for a feeder system that can link the existing deposits and would be the icing on the cake for farm-in partner, Northern Star Resources, which is after scale
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May 28
An insightful article that highlights the potential pitfalls in the critical minerals space if Western governments don't align themselves in terms of coordinated action that can help prevent repeating the mistakes of the past. reuters.com/world/asia-pacif…
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May 23
Proposed export rule changes in #Indonesia have the potential to have a major impact on supply and pricing for both #coal and #nickel, amongst other major commodities. #Energy markets are particularly rattled at a time when LNG supply disruptions are boosting coal demand.
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May 18
Coverage stock @bartongoldBGD $BGD (initiated April ’23) has a DFS underway for ‘Stage 1’ operations at the Central Gawler Mill, targeting initial works by the end of 2026. BGD is also targeting a PFS and Mining Lease application for the ‘Stage 2’ Tunkillia Project in parallel.
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The war with Iran has boosted prices of globally traded natural gas by throttling exports from the Gulf. However, in the US, gas is so abundant that some producers must pay to have it taken away, as US gas pipelines and exports plants are presently at maximum capacity.
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Coverage stock @PolarXltd $PXX is set for its largest exploration season ever commencing mid-June 2026 in Canada, largely comprising an initial 10,500m diamond drilling program at the Caribou Dome #Copper Project. The proposed budget for the 2026 exploration program is ~US$6.9M.
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I recently joined Gemma Dale on nabtrade’s Your Wealth podcast to provide a detailed overview of the current commodities environment. nabtrade.com.au/insights/new…
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Apr 30
Major fund managers are heralding a sustained rally in #mining and #metals as money floods into the sector at the fastest pace in years driven by robust #AI infrastructure, rising defence spending and a shift away from expensive #tech stocks. reuters.com/legal/transactio…
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Apr 27
Coverage stock @ElevraLithium delivered a strong MarchQ report at its NAL operation, confirming 2026 production and sales guidance, with accelerated #lithium production planned. $ELV has limited exposure to diesel prices (just 5% of site costs) due to use of renewable hydropower.
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Apr 26
#Nickel prices are showing resilience, driven by better than expected demand and supply-side problems emanating from #Indonesia. The International Nickel Study Group predicts a supply deficit of 32,000 tons for 2026, which replaces a previous forecast of a 261,000-ton surplus.
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Apr 23
It’s fabulous to note that two of our long-standing junior coverage stocks @AstralRes_AAR (initiated Sep '23) and @PilbaraGoldLtd (initiated Sep '17) have both now cracked the 2 million-ounce mark in terms of global gold resources. A tribute to exploration drive and persistence!
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Apr 15
Coverage stock @adx_energy set to drill the first of 3 exploration wells. HOCH-1 has a Mean Prospective Resource potential of 8.0 BCF and a High Case Prospective Resource of 17.3 BCF. At current gas prices, an 8 BCF discovery would generate in excess of EUR 120M in gross revenue.
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Apr 11
China has indicated it will halt exports of sulfuric acid from May, hitting metals and fertilizer industries already strained by raw material bottlenecks resulting from the Iran war. Around a fifth of the copper output in Chile, the world’s No. 1 producer, uses sulfuric acid.
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