Blake Reid
Galan’s Hombre Muerto West: Powering the lithium rebound with high-grade supply
Galan poised for near-term production as Hombre Muerto West nears completion; Phase 1 targets 5,200 tpa LCE via high-grade LiCl concentrate, fully funded.
Uranium Needs to be Discussed: Big tech demand meets structural deficit
Uranium rally as AI data centers and SMRs power multi-million tech PPAs; looming structural deficit puts uranium in focus for investors.
Has Tungsten Been an Oversight for Investors? How to Get ASX Exposure
Tungsten prices jump 500% in 12 months amid supply bottlenecks and China export controls. ASX exposure could offer a fresh, high-stakes macro theme.
Where are the New Copper Discoveries? Deficit Remains, Small Caps to Benefit?
Copper faces a structural deficit through 2026 as demand from renewables and AI surges, boosting ASX-listed miners with new long-life supply.
Silver’s Historic Rally and the Structural Deficit: Are ASX Small Caps Underappreciated?
Silver surges on structural deficit and tariff fears; ASX miners poised to benefit as supply tightens—are Australian small caps undervalued?
Is Graphene Technology Starting to Pay Off?
Graphene moves from lab to fab as ASX players near commercialisation; Sparc's ecosparc drives 60% anti-corrosion gains and field trials with majors.
Argentina and US Ink Historic Critical Minerals Deal: The ASX Lithium Plays Set to Benefit
Argentina-US critical minerals deal boosts ASX lithium plays; Lake Resources and Galan Lithium poised for US-backed growth in 2027–28.