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Opinion

Newmont gold
Finance, Gold, News, Opinion

Newmont: An eye-watering gold stock

Newmont is one of the most popular stocks among billionaires. Could now be the time to take advantage of a slight fall in gold prices?
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Base metals, Copper, News, Opinion

The best performing commodities in 2025 so far

The metals sector has emerged as the best-performing commodities category in early 2025.
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Finance, News, Opinion

Should Rio Tinto be a sole ASX listing?

Rio Tinto is facing increasing pressure to simplify its corporate structure by unifying under a single ASX listing.
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Australia Aluminium
Base metals, Commodities, Finance, News, Opinion

Why the US feels threatened by Australian aluminium

US senior counsellor Peter Navarro's comments that Australia is “killing the aluminium market" is, if anything, an endorsement of Australia's aluminium industry.
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rare earths financing
Battery minerals, Commodities, Finance, News, Opinion

Rare earths financing is surging, but why?

Australia is at the forefront of efforts to develop an ex-China rare earth supply chain, with Benchmark believing the country is key to the supply and economic security of Western nations.
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Battery minerals, Commodities, News, Opinion

How many new mines are needed by 2030?

Benchmark analysis indicates that by 2030, approximately 293 new mines will be required to meet surging material demand, with Australia in the box seat to become a critical minerals powerhouse.
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Uranium critical mineral
Commodities, Finance, News, Opinion, Uranium

Could uranium become a critical mineral?

The classification of uranium as a critical mineral has become a focal point in the United States, with President Donald Trump advocating for its inclusion.
Read More
copper
Commodities, Copper, News, Opinion

Copper prices ride the Trump rollercoaster

The threat of tariffs by President Donald Trump on US imports of copper and aluminium is affecting market confidence in the base metals, leading to price undulations.
Read More
iron ore
Commodities, Iron ore, News, Opinion

A ‘complex outlook’ for iron ore prices

Iron ore prices in 2025 face a complex outlook, shaped by shifting Chinese demand, potential oversupply, and ongoing investment in new production.
Read More
Rio Tinto Diavik
News, Opinion

Rio Tinto–Glencore merger: A missed opportunity or mismatch?

A proposed merger between Rio Tinto and Glencore had the potential to completely change the mining landscape. What drove these discussions and why did it fall through?
Read More

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