Latest Market Analysis News

Green Technology Metals (ASX, GT1) has made significant strides in its Seymour Lithium Project with a successful $4.5 million capital raise, appointment of Altris Engineering for DFS completion, and a 45% reduction in project footprint. These developments come as lithium prices surge, positioning GT1 to become Ontario’s first lithium producer.

Whitehaven Coal reported a strong December quarter with a 21% rise in production and improved metallurgical coal prices, underpinning a solid first half of FY26. The company also advanced key development projects while maintaining disciplined cost management.

Metals Australia Ltd is progressing pre-feasibility studies for its Lac Carheil Graphite Project in Quebec, aligning with the province’s new strategy to accelerate critical minerals development. The project’s expanded resource and downstream battery material plans position it well for North American markets.

Euro Manganese has confirmed no material changes in its operations amid recent spikes in market activity, reassuring investors and regulators alike.

Contact Energy's December 2025 report reveals stronger mass market sales and wholesale contracts alongside increased generation costs and ongoing renewable project developments.

EQ Resources Limited reported record production and processing at its Barruecopardo and Mt Carbine tungsten mines in Q2 FY2026, supported by strong tungsten prices and a successful A$34 million equity raising that strengthened its balance sheet.

Tungsten Mining NL advances its Mt Mulgine project with a robust scoping study, revealing a globally significant multi-critical mineral deposit poised to meet soaring tungsten demand amid supply constraints.

McLaren Minerals’ Pre-Feasibility Study confirms a robust, low-risk titanium mining project in Western Australia, projecting nearly A$900 million EBITDA over 16 years. The study highlights strong market demand and validated processing methods, setting the stage for the next development phase.

Lake Resources N.L. reports significant progress on its Kachi lithium project, unveiling enhanced project economics and next-generation lithium extraction technology amid a bullish lithium market and supportive Argentine political climate.

Lake Resources has announced a significant upgrade to its Kachi Lithium Brine Project, boosting resources and cutting costs amid a strengthening lithium market and supportive Argentine policies.

Delta Lithium has updated its Mt Ida Mineral Resource Estimate to include a high-grade rubidium oxide resource, enhancing the project's critical mineral credentials and economic potential.

Savana Asset Management’s new white paper confirms its algorithmic valuation model can systematically exploit market inefficiencies, highlighted by Canadian Solar’s recent 120% rally and a potential $12 trillion US capex surge.