nickel

Latest news and analysis on nickel

Equities

Why it’s still too early to call the low in battery metals prices

Morgan Stanley outlines why the prices of key battery metals like nickel and lithium aren’t likely to rally any time soon.
BHP
CXO
IGO
+10
Carl Capolingua
Livewire Markets
Equities

Putin’s posturing powers palladium price

The bounce in nickel and palladium gives Chalice a welcome bump. And Nimy gets juices flowing with visible copper sulphides in WA.
CHN
Barry FitzGerald
Independent Journalist
Equities

Lithium spring on the cards as green shoots emerge

There are several pieces of credible evidence to support the case for a price bounce, which would be good news for fast-growing Patriot.
IGO
+2
Barry FitzGerald
Independent Journalist
Commodities

Australian nickel – 60 years old and the funeral arrangements are being considered

In mid-2023, the U.S. Department of Energy released its Critical Minerals Assessment, and lithium, nickel and a handful of specific rare earths were highlighted as...
BHP
IGO
David Buckland
Montgomery Investment Management
Commodities

Gold ‘investment’ thesis could see bullion price smash records

Citi predicts US$3000 price on non-rate-related drivers; How long will nickel and lithium remain friendless. And is Centaurus a target?
BHP
CHN
+1
Barry FitzGerald
Independent Journalist
Equities

Massive ASX mining stocks review: Aluminium, Copper, Manganese & Nickel

A detailed overview of base metals markets including aluminium, copper, manganese, and nickel, as well as the ASX stocks that produce them.
29M
AMI
+12
Carl Capolingua
Livewire Markets
Commodities

More bullish than ever – why this broker is doubling down on copper, gold, and silver

Citi doubles down on its copper and precious metals bull view, triggering price target increases and a rating upgrade for ASX metals stocks.
29M
BHP
+3
Carl Capolingua
Livewire Markets
Commodities

More upside in Copper, J-curve coming on Lithium, Iron Ore’s run is done – Citi

Unsure where metals prices are headed? Good news, major broker Citi has released its latest metals price forecasts for 2024 and beyond.
29M
A1M
+14
Carl Capolingua
Livewire Markets
Equities

BHP’s Anglo American aspirations reveal full extent of its copper conviction

This idea behind the $60b play has big implications for copper juniors like Caravel and Alma. Plus, much to like in revised Chalice model.
ALM
BHP
+2
Barry FitzGerald
Independent Journalist
Equities

Russia metals sanctions on aluminium, copper, and nickel: Which ASX miners stand to benefit?

What will be the short-term and long-term impact on markets of new sanctions on Russian copper, aluminium and nickel?
29M
AWC
+7
Carl Capolingua
Livewire Markets
Equities

Morgan Stanley’s latest views on copper, coal, gold, iron ore, nickel, and lithium (+ top ASX stock picks)

Recent data on the Chinese economy showed a pick up in industrial production, as well as copper, coal and iron ore imports.
29M
AWC
+6
Carl Capolingua
Livewire Markets
Commodities

Nickel: contrarian opportunity or portfolio suicide?

Former geologist James Cooper explains everything may not be what it seems in the nickel market. That’s where contrarian opportunities lie.
James Cooper
Fat Tail Investment Research
Equities

Macquarie’s massive ASX metals and energy stocks review: Deluge of downgrades!

Macquarie has adjusted its commodity price forecasts resulting in ratings and price target changes for ASX several metals and energy stocks.
29M
+26
Carl Capolingua
Livewire Markets
Equities

Morgan Stanley: Nickel likely troughed, Lithium closer to a floor

Nickel and lithium prices have plunged, but both are now enjoying a rally. Morgan Stanley considers the possibility of whether the low is in
CXO
IGO
+2
Carl Capolingua
Livewire Markets
Equities

Sidestepping the supply driven carnage

The carnage in lithium and nickel markets through 2023 should be a stark reminder for all investors: supply matters.
Dion Hershan
Yarra Capital Management
Equities

Goyder hits back the way he knows best as DevEx unveils bumper uranium hits

The fearless explorer’s dive into the NT’s Alligator River is paying dividends. Plus, Alliance shakes off nickel blues with Samsung deal.
CHN
+1
Barry FitzGerald
Independent Journalist
Commodities

Is the Nickel price close to a trough? Morgan Stanley has the answer

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.
BHP
CHN
+4
Carl Capolingua
Livewire Markets
Equities

Aluminium, Copper, Nickel, Lithium: Which ASX miners are nearing the profitability cliff?

Several mining companies big and small may struggle to maintain production at present prices.
AWC
BHP
CXO
+6
Carl Capolingua
Livewire Markets
Equities

Rinehart-backed Brazilian rare earths play highlights worth of ASX peers

Buxton-IGO nickel hit augurs well for neighbour Stavely, gold set for Santa rally and Sunstone exploration target points to big open pit.
+7
Barry FitzGerald
Independent Journalist
Education

A beginner’s guide to battery metals (and 14 ways to invest)

Geopolitics and energy shortages underpin the investment thesis for the likes of lithium, nickel, rare earths and copper.
A1M
+11
Glenn Freeman
Livewire Markets
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