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.

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

Fed timing is repricing gold

As rate cut bets build, gold is gaining new relevance as a macro-sensitive asset with long-term portfolio value...

November 27, 2025

Vanadium demand expands as battery use cases move forward

Vanadium is gaining investor interest as battery applications expand beyond steel into large-scale energy storage...

November 27, 2025

Quicklime demand builds as copper producers face processing bottlenecks

Quicklime is becoming a critical input for copper miners under pressure to boost output and meet stricter environmental standards...

November 27, 2025

Deutsche Bank sees gold staying higher for longer

Deutsche Bank raises its 2026 gold forecast as central banks and institutions drive a more structural shift in demand...

November 27, 2025

Gold prices rise as technical breakout and rate expectations shift market focus

Gold prices are rising and a breakout above $4,210 could open the way to a much larger rerating...

November 26, 2025

Copper pushes higher as markets converge on a rare structural moment

Copper breaks through $11,000 as falling rates and structural shortages push both macro and physical demand into alignment...

November 26, 2025

Elementis completes acquisition of Alchemy Ingredients to expand natural skincare offering

Elementis has finalised its purchase of Alchemy Ingredients for around $22m, adding natural rheology modifiers used in cosmetics and skincare...

November 26, 2025

Copper forecasts rise as supply disruption reshapes market assumptions

Forecast upgrades and tight supply are pushing copper back onto the radar for long-term investors...

November 24, 2025

Jubilee Metals delivers a sharper copper pivot in Zambia

Jubilee Metals has delivered a 65 % jump in copper output in its first quarter, signalling a clearer shift into Zambia‐based copper production...

November 24, 2025

Jubilee Metals reports Q1 FY2026 update as Zambia copper output rises 65%

Jubilee has issued its Q1 FY2026 operational update for its Zambia copper units, confirming higher production, stable power supply, and progress at both the Roan plant and Molefe mine...

November 21, 2025

James Cropper CEO on growth in Advanced Materials and Paper (LON:CRPR)

James Cropper plc CEO David Stirling spoke with DirectorsTalk to discuss the company’s half-year results, highlighting a 30% revenue increase in Advanced Materials and significant operational improvements in its Paper division...

November 20, 2025

Firering Strategic Minerals strengthening position in critical minerals (LON:FGR)

Non-Executive Director Vassilios Carellas explains how the funding will support increased investment in Limeco and reassert Firering’s control over the ATEX and Alliance projects amid improving market sentiment for lithium...

November 20, 2025

A shifting copper narrative catches investor focus

Copper’s evolving role in electrification and constrained supply is shifting how savvy investors view exposure to the metal and related equities...

November 19, 2025

News and Interview Alerts

Company Presentations

Time Finance Profits Surge, Book Grows 86% as New Strategy Targets £300m Lending

Q&As

Ilika CEO on Stereax production, Goliath progress, and growing market demand

23 November 2025

Hardman & Co

NB Private Equity Partners 2025 CMD: good returns from low-risk PE model

10 December 2025

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

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

BrokerTalk

Ampeak Energy Shows Expanding Potential at Uskmouth, Longspur Research

17 November 2025

Firering Strategic Minerals Secures Settlement Funds to Boost Limeco Option – Shard Capital

17 November 2025

Finseta Enhances Financial Flexibility Following Loan Restructuring – Shore Capital

17 November 2025

Likewise Group Maintains Strong Growth Momentum, Says Zeus Capital

14 November 2025

Latest Research: Fidelity Emerging Markets doubles benchmark’s performance over 12 months

12 November 2025

Funds

Ruffer Investment Company delivers positive November performance amid market volatility

10 December 2025

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

9 December 2025

View all Funds, Market Insights and news >>

FTSE 100 News

UK Broker Ratings

Cranswick PLC (CWK.L) Stock Analysis: Exploring a 15.66% Upside Potential Amidst Stable Growth

10 December 2025

CMC MARKETS PLC ORD 25P (CMCX.L)

10 December 2025

CALEDONIA INVESTMENTS PLC ORD 0 (CLDN.L) Stock Analysis: Exploring Stability Amid Uncertain Metrics

10 December 2025

Capital Gearing Trust PLC ORD 2 (CGT.L): Unpacking Stability in a Low Volatility Range

10 December 2025

Computacenter PLC (CCC.L): Investor Outlook Amid Intriguing Revenue Growth and Dividend Stability

10 December 2025

September 9, 2024

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

November 28, 2025

Fed timing is repricing gold

As rate cut bets build, gold is gaining new relevance as a macro-sensitive asset with long-term portfolio value...

November 27, 2025

Vanadium demand expands as battery use cases move forward

Vanadium is gaining investor interest as battery applications expand beyond steel into large-scale energy storage...

November 27, 2025

Quicklime demand builds as copper producers face processing bottlenecks

Quicklime is becoming a critical input for copper miners under pressure to boost output and meet stricter environmental standards...

November 27, 2025

Deutsche Bank sees gold staying higher for longer

Deutsche Bank raises its 2026 gold forecast as central banks and institutions drive a more structural shift in demand...

November 27, 2025

Gold prices rise as technical breakout and rate expectations shift market focus

Gold prices are rising and a breakout above $4,210 could open the way to a much larger rerating...

November 26, 2025

Copper pushes higher as markets converge on a rare structural moment

Copper breaks through $11,000 as falling rates and structural shortages push both macro and physical demand into alignment...

November 26, 2025

Elementis completes acquisition of Alchemy Ingredients to expand natural skincare offering

Elementis has finalised its purchase of Alchemy Ingredients for around $22m, adding natural rheology modifiers used in cosmetics and skincare...

November 26, 2025

Copper forecasts rise as supply disruption reshapes market assumptions

Forecast upgrades and tight supply are pushing copper back onto the radar for long-term investors...

November 24, 2025

Jubilee Metals delivers a sharper copper pivot in Zambia

Jubilee Metals has delivered a 65 % jump in copper output in its first quarter, signalling a clearer shift into Zambia‐based copper production...

November 24, 2025

Jubilee Metals reports Q1 FY2026 update as Zambia copper output rises 65%

Jubilee has issued its Q1 FY2026 operational update for its Zambia copper units, confirming higher production, stable power supply, and progress at both the Roan plant and Molefe mine...