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.

Copper prices climb as physical market tightens

Copper’s price breakout hints at a deeper structural shift that could reshape long-term investor positioning...

December 8, 2025

Investor positioning in gold points to shifting expectations on policy

Gold is gaining attention as investors prepare for a potential Fed rate cut and reposition for a softer dollar...

December 8, 2025

KEFI Gold and Copper advances financing for Tulu Kapi as full funding package nears completion

KEFI Gold and Copper has reported further progress on financing for the Tulu Kapi Gold Project, confirming debt documentation for US$240 million is ready for execution and detailing steps to secure the remaining equity-risk capital...

December 8, 2025

Record‑setting copper prices signal a strained global metal market

Copper is entering a new phase of supply tension and strategic importance, with implications that stretch far beyond the latest price move...

December 8, 2025

Gold edges upward as rate expectations tilt more dovish

Gold may be regaining appeal as a strategic safe‑haven amid dollar weakness and rising odds of Fed easing...

December 8, 2025

Copper has moved from industrial metal to strategic asset

Copper is being repriced as a critical input to global infrastructure, and long-term investors are paying attention...

December 5, 2025

Elemental Royalty agrees option deal with First Quantum for Hachita project

Elemental Royalty has signed an option agreement with First Quantum Minerals for the Hachita project in New Mexico, providing execution and option payments of more than US$800,000 over five years and future royalty rights...

December 5, 2025

Empire Metals wins Exploration Discovery of the Year for Pitfield titanium project

Empire Metals has received the Exploration Discovery of the Year Award at Resourcing Tomorrow in London for its Pitfield titanium project in Western Australia...

December 5, 2025

How lime is embedded in steel and resource supply chains

Lime is a critical but under-recognised input in steelmaking, mineral extraction, and infrastructure, with enduring industrial relevance...

December 4, 2025

Rio Tinto reports initial Mineral Resources and Ore Reserves for new lithium assets

Rio Tinto has released initial Mineral Resources and Ore Reserves for seven lithium assets acquired through the Arcadium Lithium purchase...

December 4, 2025

Vanadium’s strategic relevance keeps gaining ground

Vanadium is becoming a backbone of energy infrastructure and long-duration storage, offering investors a rare blend of strategic relevance and long-term resilience...

December 3, 2025

Graphite supply chains are shifting from mining to manufacturing

Graphite is becoming less about extraction and more about production, as battery-grade processing takes centre stage...

December 2, 2025

Endeavour Mining sets five year target to discover up to 15Moz

Endeavour Mining has outlined a five year exploration plan aiming to discover 12 to 15 million ounces of mineral resources at a cost below 40 dollars per ounce...

December 2, 2025

Tight supply conditions push copper into sharper investor focus

Copper’s record high reflects rising supply pressure and sustained demand across energy and infrastructure sectors...

December 1, 2025

Shifting market assumptions breathe life into gold

Gold is moving with purpose as rate cut expectations and risk fatigue reshape investor positioning...

December 1, 2025

Gold setting the stage for 2026

Gold’s recent rebound and widespread institutional optimism hint at a potential re‑entry moment for bullion as a strategic portfolio anchor heading into 2026...

December 1, 2025

Copper prices climb as supply tightens across the chain

Copper prices are climbing as supply constraints deepen and structural demand stays firm, reshaping the outlook for investors...

December 1, 2025

Gold prices rise as investors position for weaker dollar and potential rate cut

Gold prices are rising as investors anticipate a weaker dollar and a potential pivot in US interest rate policy...

December 1, 2025

Positioning for a changing energy mix

Vanadium’s overlooked chemistry could reshape long-duration energy storage in ways lithium cannot...

November 28, 2025

Jubilee Metals and Galileo advance Molefe Mine development

Jubilee has entered into a project development agreement with Galileo Resources to accelerate work at the Molefe Mine in Zambia. The partnership brings together operational, processing and exploration expertise, with Galileo funding resource definition to earn up to a 23.75 percent interest...

November 28, 2025

News and Interview Alerts

Company Presentations

Cerillion Plc Annual KPIs. Substantial Pipeline. Stronger Competitive Position

RECI presentation: High-yielding, controlled-risk lending supports near 10% dividend yield

Q&As

Cavendish Plc: Steady performance amid market headwinds (LON:CAV)

28 November 2025

Meren Energy Q3 Results: Dividend delivery and growth outlook

24 November 2025

Hardman & Co

Real Estate Credit Investments (RECI): Investor Day: opportunities aplenty

2 December 2025

Volta Finance: Liquid access to outperforming private credit

6 October 2025

Real Estate Credit Investments: What RECI brings to investors

15 September 2025

Chesnara Plc: Showing good operational progress

8 September 2025

Arbuthnot Banking Group 1H’25 results: Growing where it wants to

30 July 2025

Green News

Jubilee Metals and Galileo advance Molefe Mine development

28 November 2025

View all Sustainable sectors, Plcs and news >>

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Latest Interviews

NB Private Equity Partners: Buybacks, Exits and a Quiet Rebound Investors Are Missing (Video)

Cavendish Plc Market Resilience, Deep Value, and a 7.5% Yield That’s Hard to Ignore (Video)

BrokerTalk

AJ Bell Breaks £100bn Platform Assets Barrier, Highlights Singer Capital Markets

5 December 2025

Panmure Liberum Highlights Cerillion’s Expanding Pipeline and Strengthening Growth Outlook

1 December 2025

Norcros Interims On Track For FY26 Expectations, Cavendish

1 December 2025

Strix Group Sharpens Focus on Shareholder Value and Debt Reduction – Equity Development

26 November 2025

Funds

CQS Natural Resources: 8% dividend, 57% half-year share price growth (LON:CYN)

9 December 2025

RECI presentation: High-yielding, controlled-risk lending supports near 10% dividend yield

4 December 2025

View all Funds, Market Insights and news >>

FTSE 100 News

UK Broker Ratings

Bodycote PLC (BOY.L) Stock Analysis: Unpacking a 13.92% Upside Potential in the Specialty Industrial Machinery Space

9 December 2025

Goodwin PLC (GDWN.L) Stock Analysis: A British Industrial Powerhouse with Robust Revenue Growth

9 December 2025

Bakkavor Group PLC (BAKK.L): Navigating Stability with a 3.46% Dividend Yield

9 December 2025

Hilton Food Group (HFG.L) Stock Analysis: Exploring a 52% Potential Upside in the Packaged Foods Sector

9 December 2025

Baillie Gifford US Growth Trust (USA.L) Stock Analysis: Navigating Growth with a Strategic Approach

9 December 2025

Broker Notes, Comments and Analysis

Copper prices climb as physical market tightens

Copper’s price breakout hints at a deeper structural shift that could reshape long-term investor positioning...

December 8, 2025

Investor positioning in gold points to shifting expectations on policy

Gold is gaining attention as investors prepare for a potential Fed rate cut and reposition for a softer dollar...

December 8, 2025

KEFI Gold and Copper advances financing for Tulu Kapi as full funding package nears completion

December 8, 2025

Record‑setting copper prices signal a strained global metal market

Copper is entering a new phase of supply tension and strategic importance, with implications that stretch far beyond the latest price move...

December 8, 2025

Gold edges upward as rate expectations tilt more dovish

Gold may be regaining appeal as a strategic safe‑haven amid dollar weakness and rising odds of Fed easing...

December 8, 2025

Copper has moved from industrial metal to strategic asset

Copper is being repriced as a critical input to global infrastructure, and long-term investors are paying attention...

December 5, 2025

Elemental Royalty agrees option deal with First Quantum for Hachita project

December 5, 2025

Empire Metals wins Exploration Discovery of the Year for Pitfield titanium project

Empire Metals has received the Exploration Discovery of the Year Award at Resourcing Tomorrow in London for its Pitfield titanium project in Western Australia...

December 5, 2025

How lime is embedded in steel and resource supply chains

Lime is a critical but under-recognised input in steelmaking, mineral extraction, and infrastructure, with enduring industrial relevance...

December 4, 2025

Rio Tinto reports initial Mineral Resources and Ore Reserves for new lithium assets

Rio Tinto has released initial Mineral Resources and Ore Reserves for seven lithium assets acquired through the Arcadium Lithium purchase...

December 4, 2025

Vanadium’s strategic relevance keeps gaining ground

Vanadium is becoming a backbone of energy infrastructure and long-duration storage, offering investors a rare blend of strategic relevance and long-term resilience...

December 3, 2025

Graphite supply chains are shifting from mining to manufacturing

Graphite is becoming less about extraction and more about production, as battery-grade processing takes centre stage...

December 2, 2025

Endeavour Mining sets five year target to discover up to 15Moz

Endeavour Mining has outlined a five year exploration plan aiming to discover 12 to 15 million ounces of mineral resources at a cost below 40 dollars per ounce...

December 2, 2025

Tight supply conditions push copper into sharper investor focus

Copper’s record high reflects rising supply pressure and sustained demand across energy and infrastructure sectors...

December 1, 2025

Shifting market assumptions breathe life into gold

Gold is moving with purpose as rate cut expectations and risk fatigue reshape investor positioning...

December 1, 2025

Gold setting the stage for 2026

Gold’s recent rebound and widespread institutional optimism hint at a potential re‑entry moment for bullion as a strategic portfolio anchor heading into 2026...