Trends & Themes
Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound
Supply disruptions from Africa and a recovering lithium market are placing Australian producers like Liontown in a stronger position.
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Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
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Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
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Gold at US$5000: A Confidence Shock, Not a Speculative Frenzy
Gold breaking through US$5000 an ounce is not just a milestone for commodities traders. It is a signal that something…
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