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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.

cqs natural resources

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...
Ferro-Alloy Resources Group, Share price and news

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

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...
Elemental Royalty Corporation

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

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

Cora Gold Ltd

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

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...
CQS Natural Resources Growth & Income plc

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

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 PLC

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 Corp.

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

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...
Copper Production

Jubilee Metals reports 173% increase in Roan copper output for H1 FY2026

Jubilee delivered 1,246 tonnes of copper units from its Roan operations in Zambia during H1 FY2026, up 172.8% year-on-year, with total saleable copper production rising 8.7% to 1,543 tonnes...
KEFI Gold and Copper

KEFI marks start of construction at Tulu Kapi Gold Project

EFI Gold and Copper (LON: KEFI) held a groundbreaking ceremony for its high-grade Tulu Kapi Gold Project in Ethiopia, attended by Prime Minister Abiy Ahmed Ali and regional officials...
KEFI

Gold 2026: Strengthening fundamentals support the next phase

Strengthening institutional forecasts and structural demand trends position gold as a compelling allocation theme for 2026...
Glencore plc

Glencore reports $13.5bn EBITDA in 2025, advances copper growth strategy

Glencore reported 2025 Adjusted EBITDA of $13.5 billion, down 6% year-on-year, with stronger second-half performance driven by improved copper production and metals prices...
Elemental Royalty Corporation

Elemental Royalty introduces quarterly dividend in Tether Gold

Elemental Royalty Corporation announced a maiden dividend policy with an expected annual payout of US$0.12 per share, paid quarterly from Q1 2026. The Company anticipates allowing eligible registered shareholders to elect to receive their dividend in Tether Gold (XAU₮), alongside cash payments...
Ferro-Alloy Resources Group, Share price and news

Vanadium positioned at the crossroads of infrastructure and energy storage

Vanadium offers investors exposure to both global infrastructure investment and the expansion of renewable energy storage...

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Basic Materials

cqs natural resources

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...
Ferro-Alloy Resources Group, Share price and news

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

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...
Elemental Royalty Corporation

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

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

Cora Gold Ltd

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

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...
CQS Natural Resources Growth & Income plc

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

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 PLC

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 Corp.

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

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...
Copper Production

Jubilee Metals reports 173% increase in Roan copper output for H1 FY2026

Jubilee delivered 1,246 tonnes of copper units from its Roan operations in Zambia during H1 FY2026, up 172.8% year-on-year, with total saleable copper production rising 8.7% to 1,543 tonnes...
KEFI Gold and Copper

KEFI marks start of construction at Tulu Kapi Gold Project

EFI Gold and Copper (LON: KEFI) held a groundbreaking ceremony for its high-grade Tulu Kapi Gold Project in Ethiopia, attended by Prime Minister Abiy Ahmed Ali and regional officials...
KEFI

Gold 2026: Strengthening fundamentals support the next phase

Strengthening institutional forecasts and structural demand trends position gold as a compelling allocation theme for 2026...
Glencore plc

Glencore reports $13.5bn EBITDA in 2025, advances copper growth strategy

Glencore reported 2025 Adjusted EBITDA of $13.5 billion, down 6% year-on-year, with stronger second-half performance driven by improved copper production and metals prices...
Elemental Royalty Corporation

Elemental Royalty introduces quarterly dividend in Tether Gold

Elemental Royalty Corporation announced a maiden dividend policy with an expected annual payout of US$0.12 per share, paid quarterly from Q1 2026. The Company anticipates allowing eligible registered shareholders to elect to receive their dividend in Tether Gold (XAU₮), alongside cash payments...
Ferro-Alloy Resources Group, Share price and news

Vanadium positioned at the crossroads of infrastructure and energy storage

Vanadium offers investors exposure to both global infrastructure investment and the expansion of renewable energy storage...
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Hardman & Co

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View all Funds, Market Insights and news >> 

FTSE 100 News

UK Broker Ratings

Basic Materials

Latest Interviews

FTSE 100 News

FTSE 250 News

News and Interview Alerts

Subscribe Free

Company Presentations

Q&As

Hardman & Co

BrokerTalk

FTSE 100

Funds

View all Funds, Market Insights and news >> 

Green News

View all Sustainable sectors, Plcs and news >>  

UK Broker Ratings

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