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.

Austral Gold advances Chilean silver potential around existing infrastructure

Austral Gold has launched a phased exploration programme at its Juncal project in Chile to evaluate near-mine silver opportunities that could potentially support existing operations...

Graphite market outlook strengthens as battery supply chains expand

Rising electric vehicle production and efforts to diversify supply chains are increasing the strategic importance of graphite in the global battery materials market...

Jubilee secures high-grade copper feed for Roan and advances large waste project

Jubilee Metals has secured additional 1.65% copper run-of-mine ore for its Roan concentrator and issued shares to settle related payments. The company also reported progress on its Large Waste Project..

Why quick lime remains a strategic industrial input across multiple sectors

Quick lime is a versatile industrial material used across sectors including steelmaking, paper production, construction and environmental treatment...

CQS Natural Resources benefits from energy reallocation as NAV rises 22.6%

Portfolio managers have increased energy exposure to capture improving fundamentals and geopolitical risk premiums, contributing to strong NAV growth in 2026. The company continues to see positive prospects for both..

Long duration energy storage moves into focus as renewable capacity expands

As wind and solar expand, long duration storage technologies such as vanadium flow batteries are gaining attention as tools for managing intermittent power generation...

Marshalls to host live Investor Presentation following 2026 final results

Marshalls plc will host a live interactive presentation for investors on 20 March 2026 via the Engage Investor platform, following the release of its Final Results on 16 March...

Great Western Mining steps up Nevada tungsten drilling ahead of maiden resource

Great Western Mining has scheduled June drilling at its Nevada tungsten project as it works to define a maiden resource and strengthen its strategic position in critical minerals...

KEFI advances Tulu Kapi project as financing and contracts near completion

KEFI says development of the Tulu Kapi Gold Project is advancing with key contractors active and project agreements largely executed. Commitments of US$310 million have been secured toward the US$330..

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...

Atlas Metals highlights progress on proposed UPSA acquisition

Atlas Metals says its proposed acquisition of UPSA continues to progress as expected, with UPSA reporting advances in resource assessment, licensing, logistics and market development for its PSA project in..

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..
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Basic Materials

Austral Gold advances Chilean silver potential around existing infrastructure

Austral Gold has launched a phased exploration programme at its Juncal project in Chile to evaluate near-mine silver opportunities that could potentially support existing operations...

Graphite market outlook strengthens as battery supply chains expand

Rising electric vehicle production and efforts to diversify supply chains are increasing the strategic importance of graphite in the global battery materials market...

Jubilee secures high-grade copper feed for Roan and advances large waste project

Jubilee Metals has secured additional 1.65% copper run-of-mine ore for its Roan concentrator and issued shares to settle related payments. The company also reported progress on its Large Waste Project in Zambia, including a share-based payment to sellers and ongoing joint-venture discussions with potential partners...

Why quick lime remains a strategic industrial input across multiple sectors

Quick lime is a versatile industrial material used across sectors including steelmaking, paper production, construction and environmental treatment...

CQS Natural Resources benefits from energy reallocation as NAV rises 22.6%

Portfolio managers have increased energy exposure to capture improving fundamentals and geopolitical risk premiums, contributing to strong NAV growth in 2026. The company continues to see positive prospects for both energy and precious metals in the current market environment...

Long duration energy storage moves into focus as renewable capacity expands

As wind and solar expand, long duration storage technologies such as vanadium flow batteries are gaining attention as tools for managing intermittent power generation...

Marshalls to host live Investor Presentation following 2026 final results

Marshalls plc will host a live interactive presentation for investors on 20 March 2026 via the Engage Investor platform, following the release of its Final Results on 16 March...

Great Western Mining steps up Nevada tungsten drilling ahead of maiden resource

Great Western Mining has scheduled June drilling at its Nevada tungsten project as it works to define a maiden resource and strengthen its strategic position in critical minerals...

KEFI advances Tulu Kapi project as financing and contracts near completion

KEFI says development of the Tulu Kapi Gold Project is advancing with key contractors active and project agreements largely executed. Commitments of US$310 million have been secured toward the US$330 million budget, with first gold targeted for early 2028...

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...

Atlas Metals highlights progress on proposed UPSA acquisition

Atlas Metals says its proposed acquisition of UPSA continues to progress as expected, with UPSA reporting advances in resource assessment, licensing, logistics and market development for its PSA project in Australia...

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...
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Basic Materials

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