Latest Market Analysis News

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.

Monadelphous Group Limited has raised its revenue guidance for 2025, buoyed by strong contract awards and elevated activity across its engineering and construction divisions.

Immuron Limited has secured FDA approval for its IMM-529 Investigational New Drug application, clearing the way for a Phase 2 clinical trial targeting Clostridioides difficile infection. This milestone marks a significant step forward for a novel oral antibody therapy addressing a critical infectious disease with high recurrence rates.

Caravel Minerals has made significant strides in advancing its Caravel Copper Project, initiating its Definitive Feasibility Study and securing critical funding amid a tightening copper market.