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 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..

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..

Robert Crayfourd, CQS Natural Resources: Energy, Metals and Market Rotation

CQS Natural Resources Co-Fund Manager Robert Crayfourd discusses the trust’s objectives, recent performance, and positioning across commodities, with a focus on precious metals, energy markets and nuclear opportunities...

Vanadium’s dual demand profile

Vanadium combines established steel demand with emerging battery growth, creating a focused but potentially strategic commodity exposure...

Thor Energy Expands Natural Hydrogen Footprint with Strategic South Australia Licence Awards (Video)

Thor Energy has secured two new regulated substance exploration licence applications in South Australia’s Onshore Otway Basin, expanding its natural hydrogen footprint. CEO Andrew Hume outlines the historic hydrogen potential,..

Croda International delivers 2025 earnings growth and targets higher margins by 2028

Croda reported 4.4% sales growth to £1.7bn in 2025, with adjusted operating profit up 7.9% at constant currency...

Gold holds strategic ground above $5,000

Gold remains above US$5,000 as investors price in heightened geopolitical tension and sustained demand for portfolio protection...

Cora Gold’s £14m Strategic Backing Highlights Sanankoro Potential, Says Cavendish

Cora Gold (LON:CORA) has taken a step forward in its development journey, with fresh backing that could help accelerate its flagship Sanankoro project in southern Mali. According to the latest..

Gold climbs as US tariff ruling revives safe haven demand

Gold prices have risen after a US court ruling reshaped tariff expectations and prompted investors to seek defensive assets...

Johnson Matthey updates Honeywell deal timeline and financial terms

Johnson Matthey Plc and Honeywell have agreed to extend the completion timeline for the Catalyst Technologies transaction to July 2026 and amend the financial terms. The revised enterprise value is..

High yield ISA dividend income fund earns 8%; precious metals exposure (LON: CYN)

The Company reported a 15.6% NAV increase in January 2026 and one-year NAV and share price returns of 103.2% and 121.0% respectively...

Anglo American delivers steady EBITDA and advances Anglo Teck transaction in 2025

Underlying EBITDA rose to $6.4 billion in 2025 as Anglo American progressed divestments and secured key approvals for its merger with Teck...

Oriole Resources completes 3,000m maiden drilling at Mbe as BCM earns 50% interest

Oriole Resources has completed a 3,000m maiden diamond drilling programme at the MB01-N target in Cameroon, with remaining assay results due in Q1 2026...

Elemental Royalty completes sale of Nordic platform, retains royalty portfolio

Elemental Royalty Corporation has closed the sale of its Nordic operational platform to Goldsky Resources Corp. for staged payments totaling 3.25 million SEK over two years...

Graphite’s expanding industrial footprint and strategic importance

Graphite’s blend of traditional industrial demand and growing battery use makes it a strategically relevant material for long term investors...

Rio Tinto reports higher EBITDA on 8% CuEq production growth

Rio Tinto PLC reported a 9% increase in underlying EBITDA to $25.4 billion for 2025, supported by an 8% rise in copper equivalent production and record iron ore output from..
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Basic Materials

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...

Robert Crayfourd, CQS Natural Resources: Energy, Metals and Market Rotation

CQS Natural Resources Co-Fund Manager Robert Crayfourd discusses the trust’s objectives, recent performance, and positioning across commodities, with a focus on precious metals, energy markets and nuclear opportunities...

Vanadium’s dual demand profile

Vanadium combines established steel demand with emerging battery growth, creating a focused but potentially strategic commodity exposure...

Thor Energy Expands Natural Hydrogen Footprint with Strategic South Australia Licence Awards (Video)

Thor Energy has secured two new regulated substance exploration licence applications in South Australia’s Onshore Otway Basin, expanding its natural hydrogen footprint. CEO Andrew Hume outlines the historic hydrogen potential, the strategic H2X partnership and how gas storage and critical minerals strengthen the company’s multi-energy platform...

Croda International delivers 2025 earnings growth and targets higher margins by 2028

Croda reported 4.4% sales growth to £1.7bn in 2025, with adjusted operating profit up 7.9% at constant currency...

Gold holds strategic ground above $5,000

Gold remains above US$5,000 as investors price in heightened geopolitical tension and sustained demand for portfolio protection...

Gold climbs as US tariff ruling revives safe haven demand

Gold prices have risen after a US court ruling reshaped tariff expectations and prompted investors to seek defensive assets...

Johnson Matthey updates Honeywell deal timeline and financial terms

Johnson Matthey Plc and Honeywell have agreed to extend the completion timeline for the Catalyst Technologies transaction to July 2026 and amend the financial terms. The revised enterprise value is £1.325 billion...

High yield ISA dividend income fund earns 8%; precious metals exposure (LON: CYN)

The Company reported a 15.6% NAV increase in January 2026 and one-year NAV and share price returns of 103.2% and 121.0% respectively...

Anglo American delivers steady EBITDA and advances Anglo Teck transaction in 2025

Underlying EBITDA rose to $6.4 billion in 2025 as Anglo American progressed divestments and secured key approvals for its merger with Teck...

Oriole Resources completes 3,000m maiden drilling at Mbe as BCM earns 50% interest

Oriole Resources has completed a 3,000m maiden diamond drilling programme at the MB01-N target in Cameroon, with remaining assay results due in Q1 2026...

Elemental Royalty completes sale of Nordic platform, retains royalty portfolio

Elemental Royalty Corporation has closed the sale of its Nordic operational platform to Goldsky Resources Corp. for staged payments totaling 3.25 million SEK over two years...

Graphite’s expanding industrial footprint and strategic importance

Graphite’s blend of traditional industrial demand and growing battery use makes it a strategically relevant material for long term investors...

Rio Tinto reports higher EBITDA on 8% CuEq production growth

Rio Tinto PLC reported a 9% increase in underlying EBITDA to $25.4 billion for 2025, supported by an 8% rise in copper equivalent production and record iron ore output from Pilbara...
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Basic Materials

FTSE 100

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