News and Updates
Offtake partners circling Madagascar for Graphite
As demand for lithium-ion batteries continues to grow, more manufacturer’s are seeking to secure long-term supplies in preparation for forecast supply shortages with graphite being a key ingredient…
News and Updates
The last time this happened, prices jumped up to 2000%, and it may be happening again…
The last time China significantly cut its production of rare earth elements back in 2009, prices jumped up to 2000%. Just this week, rare earths research company…
News and Updates
$27 million investment highlights global confidence in Northern Minerals
Following the launch of their Pilot Plant in July, making Northern Minerals the only heavy rare earth producer in Australia, the company has received an unsolicited offer…
News and Updates
RIP combustion engines – how to capitalise on the electric vehicle boom
The surgeon is out of the operating theatre, and the prognosis for the combustion engine is not good; its remaining lifespan is firmly capped, and…
News and Updates
Adelaide Brighton (ABC) – Neutral
INVESTMENT STATEMENT We rate ABC as a Neutral due to the following reasons: Macro conditions remain solid for ABC, with the focus on infrastructure spend…
News and Updates
Australia now producing heavy rare earths, here’s why you should take note
Last Friday I was lucky enough to be invited to attend the opening of Northern Minerals’ (ASX: NTU) Pilot Plant. It was wonderful to be over there…
News and Updates
Silent players in the Electric Vehicle domain presenting thunderous opportunity
Most are well aware of the revolution wrestling with the energy sector at the moment. Electric vehicles are changing the landscape of demand for the materials required…
News and Updates
Miners look to Musgrave
The Musgrave region is an area extending from South Australia into Western Australia and the Northern Territory. The region has formed at the convergence of…