Tag: BHP
Manganese dubbed the next battery metal, but are ominous days ahead?
In theory, manganese is the next hot battery metal. In practice, it’s a commodity which ought to have a warning attached as a price slump threatens.
Interest in mining companies exposed to manganes...
Have iron ore miners been oversold or should investors ‘steel’ for more ferrous pain?
The pundits were right, for once: the laws of market gravity were always going to catch up with the price of iron ore, which in a matter of weeks has tumbled more than 50% from its nosebleed territory...
West coast gas sector heats up as companies rush North Perth Basin
Politically incorrect as it might be to invest in oil and gas there is a yawning value gap opening between share prices and a record international price for natural gas, with a bonus in the form of a ...
BHP’s US$5.7bn commitment to developing Jansen points to strong potash outlook
A signal the long-term outlook is bright for the muriate of potash (MOP) market is BHP Group’s (ASX: BHP) recent decision to move ahead with developing its multi-billion-dollar Jansen project in Canad...
Nickel express leaves station and gains momentum
The nickel express has left the station, but it could travel much further as demand rises and supply lines are crimped – giving ASX-listed nickel miners and explorers a lift particularly if their prod...
How to find winners in the mining services sector
At a time of bumper dividend payouts from the likes of Rio Tinto (ASX: RIO) and – presumably – BHP (ASX: BHP), most investors seeking a resources exposure would be happy to invest directly in the majo...
Investing in rare earths is not for the faint-hearted
Rare earths are not rare, nor are they earths, but they are certainly political, and it’s the politics of an increasingly aggressive China which has made the 17 metals in the rare earth family a profi...
BHP strikes deal to supply nickel for Tesla’s electric vehicles
Mining giant BHP (ASX: BHP) has announced it has signed a nickel supply agreement with one of the world's leading electric vehicle companies, Tesla Inc.
Under the deal, BHP will supply Tesla with n...
Small iron ore plays to get a boost from big miner’s cash shower
Showers of cash from the big boys of iron ore over the next few weeks will increase investor interest among smaller players in Australia’s most profitable mining industry.
BHP (ASX: BHP), Rio Tinto...
ESG friendly versus sinful stocks: which ones perform the best?
In a new era in which environmental, social and governance (ESG) considerations have been enshrined in the way fundies pick their shares, the so-called ‘sin’ stocks had been largely discounted as reli...
BHP signals it will move forward with controversial potash project
The softening-up exercise for the huge Jansen potash project in Canada’s Saskatchewan province has begun.
After years of delays and potash market uncertainties, along with opposition from some shareh...
Copper theft on the rise as market tightens and metal prices vault higher
It is not often the activity of criminals provides an investment idea, but when they start stealing copper wire from power stations, or from building sites, then you know it’s time to brush up on copp...
Follow the money in nickel and the man ‘Twiggy’
With a price moving back towards US$20,000 a tonne, nickel has shrugged off the worst of a 20% crash in February and become an investment opportunity where you can follow the money – and “the man”.
...
Could this be as good as it gets for Australian iron ore?
At the moment Australia’s big iron ore miners are riding high as strong Chinese demand continues to keep prices high and profit margins very strong.
However, there are signs that the iron ore boom ...
Uranium stocks rally as nations tighten emissions targets
The uranium industry is setting up for an accelerated rise in prices with a supply deficit looming and demand growing as governments target ‘cleaner and greener’ energy sources – a sector in which nuc...
Coppertunities: how to play the red metal as a serious shortage looms in the Biden era
While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy revolution.
But with the copper pric...
Aldoro Resources kicks off Narndee exploration with airborne survey
An airborne electromagnetic (EM) survey is on track to begin this weekend at Aldoro Resources’ (ASX: ARN) Narndee nickel-copper-platinum group elements (PGE) project in Western Australia.
The compa...
Gawler Craton exploration heats up as juniors step-up efforts to uncover new major deposits in South Australia
Back in 2001, Minotaur Resources — now Minotaur Exploration (ASX: MEP) — put the Gawler Craton back on the mining investor’s map when it discovered the huge Prominent Hill copper-gold deposit south-ea...
World’s largest wealth fund pulls US$1.6bn from coal companies, puts BHP on notice
Norway’s huge sovereign wealth fund which made its money largely from oil (a fossil fuel) has dumped its stakes in companies that use coal (another fossil fuel), blacklisting players across the globe ...
Argonaut Resources receives operational approval to drill Murdie near BHP’s Oak Dam copper discovery
Argonaut Resources (ASX: ARE) has received the green light to kick-off exploration at its Murdie project, near BHP Group’s (ASX: BHP) massive Oak Dam copper discovery in South Australia.
The South ...
Monadelphous-Lycopodium JV wins $400m Rio Tinto contract
Iron ore mining giant Rio Tinto (ASX: RIO) has awarded a major engineering, procurement and construction (EPC) contract worth $400 million to a Western Australian joint venture between Monadelphous (A...
