Basic Materials

Companies involved in the manufacture of chemicals, construction materials and paper products. It also covers businesses engaged in the exploration and processing of commodities. UK‑listed companies in this sector include Johnson Matthey plc, Croda International plc, CRH plc, Travis Perkins plc, DS Smith plc and Glencore plc.

Gold gains momentum as geopolitical risk reinforces safe-haven appeal

Gold prices are rising as escalating tensions in the Middle East drive stronger investor demand for safe-haven assets...

Infrastructure demand and the investment case for Quicklime

Exposure to lime and limestone links investors directly to long term infrastructure and industrial demand trends...

Ora Banda Mining converts production growth into stronger cash flow

Ora Banda’s latest results show that higher underground output is now flowing directly through to cash generation and balance sheet strength...

Vanadium for infrastructure and energy storage growth

Vanadium offers investors exposure to infrastructure spending and the expanding need for grid scale energy storage...

Graphite’s Strategic Importance Sharpens

Graphite demand is rising with battery production, while supply concentration and policy shifts are reshaping its investment profile...

Copper prices break above US$13,000

Copper’s relevance to electrification and digital infrastructure makes it a strategic consideration for long-term investment narratives...

Geopolitical tensions reinforce gold’s strategic appeal

Heightened geopolitical tensions are reinforcing gold’s role as a strategic hedge as investors navigate currency strength and shifting rate expectations...

Gold momentum strengthens near record levels

Rising geopolitical tension and steady institutional demand are reinforcing gold’s strategic appeal for long-term investors...

Elemental Royalty highlights production milestone at Chapi Copper Project

Elemental Royalty Corporation announced first copper cathode production at the Chapi Copper Project in southern Peru, where it holds a 2% NSR royalty...

Fresnillo delivers strong 2025 performance and highest dividend to date

Fresnillo plc reported higher revenues, expanded margins and strong cash generation for the year ended 31 December 2025. Gold production exceeded guidance, silver met expectations, and total dividends reached US$950 million, supported by a net cash position of US$1.9 billion...

Thor Energy reestablishes Board representation at EnviroCopper

Thor Energy has appointed Lincoln Moore as a director of EnviroCopper Limited, reflecting its continued backing of the ISR-focused copper company and its South Australian projects at Kapunda and Alford West...

Elemental Royalty upsizes revolving credit facility to US$150 million

Elemental Royalty Corporation has amended its revolving credit facility, increasing it to US$150 million with a US$50 million accordion feature. The facility, led by National Bank Capital Markets and CIBC with National Bank of Canada as administrative agent, matures in February 2029 and is intended to support future royalty and streaming transactions...

Great Western targets Q4 2026 resource at Nevada Defender Tungsten Project

Great Western Mining Corporation PLC has outlined an expanded 2026 exploration programme at its Defender-Pine Crow Tungsten Project in Mineral County, Nevada, targeting a maiden Mineral Resource Estimate in Q4...

Limestone: Core input across construction, farming and industry

A fundamental industrial material tied directly to infrastructure, food production and regulated environmental processes...

Copper rebounds as Chinese buyers return and currency tailwinds build

Copper edges higher as Chinese demand resumes and a weaker dollar improves market conditions...

Tungsten’s structural reset signals opportunity across the critical minerals chain

A structurally tighter market and strategic demand are strengthening the long term investment case for tungsten across the supply chain...

Gold back in focus as 2026 price projections reshape portfolio strategy

Gold’s renewed strength amid trade and geopolitical uncertainty has prompted JPMorgan to project a potential rise to 6,300 dollars per ounce by the end of 2026, reinforcing its role in diversified portfolios...

Oriole Resources reports further gold intersections at Mbe project in Cameroon

Oriole Resources PLC has announced additional positive drilling results from the MB01-N target at its 50%-owned Mbe gold project in Cameroon...

Madagascar moves to capture strategic graphite demand as permit freeze ends

Madagascar’s permit reopening sharpens its position as a strategic non Chinese graphite supplier for global battery markets...

Shell and METLEN sign LNG supply MoU for 2027–2031

Shell and METLEN have signed a Memorandum of Understanding to supply and trade 0.5–1.0 bcm of LNG annually between 2027 and 2031, with deliveries to Greece’s regasification terminals in Revithoussa and Alexandroupolis...
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Basic Materials

Gold gains momentum as geopolitical risk reinforces safe-haven appeal

Gold prices are rising as escalating tensions in the Middle East drive stronger investor demand for safe-haven assets...

Infrastructure demand and the investment case for Quicklime

Exposure to lime and limestone links investors directly to long term infrastructure and industrial demand trends...

Ora Banda Mining converts production growth into stronger cash flow

Ora Banda’s latest results show that higher underground output is now flowing directly through to cash generation and balance sheet strength...

Vanadium for infrastructure and energy storage growth

Vanadium offers investors exposure to infrastructure spending and the expanding need for grid scale energy storage...

Graphite’s Strategic Importance Sharpens

Graphite demand is rising with battery production, while supply concentration and policy shifts are reshaping its investment profile...

Copper prices break above US$13,000

Copper’s relevance to electrification and digital infrastructure makes it a strategic consideration for long-term investment narratives...

Geopolitical tensions reinforce gold’s strategic appeal

Heightened geopolitical tensions are reinforcing gold’s role as a strategic hedge as investors navigate currency strength and shifting rate expectations...

Gold momentum strengthens near record levels

Rising geopolitical tension and steady institutional demand are reinforcing gold’s strategic appeal for long-term investors...

Elemental Royalty highlights production milestone at Chapi Copper Project

Elemental Royalty Corporation announced first copper cathode production at the Chapi Copper Project in southern Peru, where it holds a 2% NSR royalty...

Fresnillo delivers strong 2025 performance and highest dividend to date

Fresnillo plc reported higher revenues, expanded margins and strong cash generation for the year ended 31 December 2025. Gold production exceeded guidance, silver met expectations, and total dividends reached US$950 million, supported by a net cash position of US$1.9 billion...

Thor Energy reestablishes Board representation at EnviroCopper

Thor Energy has appointed Lincoln Moore as a director of EnviroCopper Limited, reflecting its continued backing of the ISR-focused copper company and its South Australian projects at Kapunda and Alford West...

Elemental Royalty upsizes revolving credit facility to US$150 million

Elemental Royalty Corporation has amended its revolving credit facility, increasing it to US$150 million with a US$50 million accordion feature. The facility, led by National Bank Capital Markets and CIBC with National Bank of Canada as administrative agent, matures in February 2029 and is intended to support future royalty and streaming transactions...

Great Western targets Q4 2026 resource at Nevada Defender Tungsten Project

Great Western Mining Corporation PLC has outlined an expanded 2026 exploration programme at its Defender-Pine Crow Tungsten Project in Mineral County, Nevada, targeting a maiden Mineral Resource Estimate in Q4...

Limestone: Core input across construction, farming and industry

A fundamental industrial material tied directly to infrastructure, food production and regulated environmental processes...

Copper rebounds as Chinese buyers return and currency tailwinds build

Copper edges higher as Chinese demand resumes and a weaker dollar improves market conditions...

Tungsten’s structural reset signals opportunity across the critical minerals chain

A structurally tighter market and strategic demand are strengthening the long term investment case for tungsten across the supply chain...

Gold back in focus as 2026 price projections reshape portfolio strategy

Gold’s renewed strength amid trade and geopolitical uncertainty has prompted JPMorgan to project a potential rise to 6,300 dollars per ounce by the end of 2026, reinforcing its role in diversified portfolios...

Oriole Resources reports further gold intersections at Mbe project in Cameroon

Oriole Resources PLC has announced additional positive drilling results from the MB01-N target at its 50%-owned Mbe gold project in Cameroon...

Madagascar moves to capture strategic graphite demand as permit freeze ends

Madagascar’s permit reopening sharpens its position as a strategic non Chinese graphite supplier for global battery markets...

Shell and METLEN sign LNG supply MoU for 2027–2031

Shell and METLEN have signed a Memorandum of Understanding to supply and trade 0.5–1.0 bcm of LNG annually between 2027 and 2031, with deliveries to Greece’s regasification terminals in Revithoussa and Alexandroupolis...
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Basic Materials

FTSE 100

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