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.

Tirupati Graphite positioned to capitalise on new tariff landscape

With production milestones on the horizon and an integrated supply chain already in place, Tirupati Graphite stands ready to meet growing western demand for high-quality, tariff-exempt graphite, supporting both battery innovation and broader decarbonisation efforts...

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway...

Jubilee Metals Reports Strong FY2025 Output as Focus Shifts to Copper – Shard Capital

“Jubilee Metals delivered a strong production update for its South African chrome and PGM operations for FY2025 with copper remaining the core focus for longer-term growth.”..

Jubilee Metals posts strong Q4 FY2025 performance

Jubilee Metals delivered exceptional safety and production results in South Africa, reducing its injury rate to 1.33 while boosting chrome concentrate output 19.9% to 505 578 t and annual chrome production 24.8% to 1 932 798 t. PGM output rose 14.6% to 8 973 oz in Q4 and 6% to 38 579 oz for the year, beating guidance. The company targets 1.65–1.80 Mt of chrome and 36 000–40 000 oz of PGM for FY2026...

Gold defies expectations once more

Gold’s mid-year surge has reshaped forecasts, placing the metal at a pivotal crossroads between consolidation and a potential breakout...

Copper poised to capitalise on policy momentum

Copper’s latest shift reveals as much about global policy manoeuvres and inventory strategies as it does about economic growth, marking a pivotal moment for investors...

Silver carves its own path while gold levels off

Silver’s distinct supply squeeze and industrial demand profile position it for potential outperformance just as gold begins to cool...

Vanadium: The industrial dark horse

An underappreciated metal is reshaping how we build and power our world by enhancing structural efficiency and enabling durable, recyclable energy storage systems...

KEFI Gold and Copper AGM: Tulu Kapi ready, Saudi growth pipeline

KEFI is holding its 2025 AGM today at 10.00 a.m. BST in the UK, with updates on Tulu Kapi and Saudi projects...

Reshaping Europe’s battery supply

Europe’s electrification push hinges on an often-ignored mineral, and Tirupati Graphite’s ex-China footprint could prove the linchpin in diversifying anode supply...

KEFI Gold and Copper Commence Tulu Kapi Community Resettlement Programme

KEFI have also seen major international gold investment institutions become KEFI shareholders, including Ruffer Gold, Konwave/Gold 2000 and Phoenix Gold Fund..

Atalaya Mining reports Q2 copper output of 13,175 tonnes, strong cash position

Atalaya Mining delivered 13,175 t of copper in Q2 2025 at Riotinto, driven by higher grades of 0.43 % and processing 4.0 Mt of ore, with on-site cash rising to €103 m and net cash of €70.1 m at 30 June...

Simon Trott appointed Chief Executive of Rio Tinto Plc

Rio Tinto has named Iron Ore Chief Executive Simon Trott as its new Group CEO, effective 25 August 2025, succeeding Jakob Stausholm...

Tirupati Graphite achieves 49% production growth and strengthens outlook

Tirupati Graphite plc reported a 49% increase in flake graphite production to 7,096 MT for the year ended 31 March 2024, supported by successful fundraising and board-led restructuring that have reinforced its financial position...

A rising glimmer beyond the tariff storm

Gold futures represent standardised agreements to buy or sell specified quantities of the metal at a predetermined price and date, facilitating both speculative positioning and hedging against adverse price movements in the physical market...

Industrial appetite tests supply boundaries

An unusual alignment between soaring industrial demand and supply bottlenecks has brought silver into sharp relief, prompting investors to reconsider its strategic role...

Gold centre stage amid shifting tides

Gold’s recent ascent is being embraced as a strategic opportunity, with rising prices signalling renewed confidence in bullion’s role as the ultimate portfolio hedge...

Gold finds renewed footing as trade clouds gather

As trade tensions intensify and rate expectations evolve, gold and silver are reclaiming appeal for investors seeking balance between defence and opportunity...
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Basic Materials

Tirupati Graphite positioned to capitalise on new tariff landscape

With production milestones on the horizon and an integrated supply chain already in place, Tirupati Graphite stands ready to meet growing western demand for high-quality, tariff-exempt graphite, supporting both battery innovation and broader decarbonisation efforts...

KEFI Gold and Copper Nears Transformational Milestone with Tulu Kapi – Edison Investment Research

KEFI Gold and Copper is nearing full project launch at Tulu Kapi, with financing in its final stages and first gold now targeted for late FY27, according to Edison. Community resettlement and key infrastructure are already underway...

Jubilee Metals Reports Strong FY2025 Output as Focus Shifts to Copper – Shard Capital

“Jubilee Metals delivered a strong production update for its South African chrome and PGM operations for FY2025 with copper remaining the core focus for longer-term growth.”..

Jubilee Metals posts strong Q4 FY2025 performance

Jubilee Metals delivered exceptional safety and production results in South Africa, reducing its injury rate to 1.33 while boosting chrome concentrate output 19.9% to 505 578 t and annual chrome production 24.8% to 1 932 798 t. PGM output rose 14.6% to 8 973 oz in Q4 and 6% to 38 579 oz for the year, beating guidance. The company targets 1.65–1.80 Mt of chrome and 36 000–40 000 oz of PGM for FY2026...

Gold defies expectations once more

Gold’s mid-year surge has reshaped forecasts, placing the metal at a pivotal crossroads between consolidation and a potential breakout...

Copper poised to capitalise on policy momentum

Copper’s latest shift reveals as much about global policy manoeuvres and inventory strategies as it does about economic growth, marking a pivotal moment for investors...

Silver carves its own path while gold levels off

Silver’s distinct supply squeeze and industrial demand profile position it for potential outperformance just as gold begins to cool...

Vanadium: The industrial dark horse

An underappreciated metal is reshaping how we build and power our world by enhancing structural efficiency and enabling durable, recyclable energy storage systems...

KEFI Gold and Copper AGM: Tulu Kapi ready, Saudi growth pipeline

KEFI is holding its 2025 AGM today at 10.00 a.m. BST in the UK, with updates on Tulu Kapi and Saudi projects...

Reshaping Europe’s battery supply

Europe’s electrification push hinges on an often-ignored mineral, and Tirupati Graphite’s ex-China footprint could prove the linchpin in diversifying anode supply...

KEFI Gold and Copper Commence Tulu Kapi Community Resettlement Programme

KEFI have also seen major international gold investment institutions become KEFI shareholders, including Ruffer Gold, Konwave/Gold 2000 and Phoenix Gold Fund..

Atalaya Mining reports Q2 copper output of 13,175 tonnes, strong cash position

Atalaya Mining delivered 13,175 t of copper in Q2 2025 at Riotinto, driven by higher grades of 0.43 % and processing 4.0 Mt of ore, with on-site cash rising to €103 m and net cash of €70.1 m at 30 June...

Simon Trott appointed Chief Executive of Rio Tinto Plc

Rio Tinto has named Iron Ore Chief Executive Simon Trott as its new Group CEO, effective 25 August 2025, succeeding Jakob Stausholm...

Tirupati Graphite achieves 49% production growth and strengthens outlook

Tirupati Graphite plc reported a 49% increase in flake graphite production to 7,096 MT for the year ended 31 March 2024, supported by successful fundraising and board-led restructuring that have reinforced its financial position...

A rising glimmer beyond the tariff storm

Gold futures represent standardised agreements to buy or sell specified quantities of the metal at a predetermined price and date, facilitating both speculative positioning and hedging against adverse price movements in the physical market...

Industrial appetite tests supply boundaries

An unusual alignment between soaring industrial demand and supply bottlenecks has brought silver into sharp relief, prompting investors to reconsider its strategic role...

Gold centre stage amid shifting tides

Gold’s recent ascent is being embraced as a strategic opportunity, with rising prices signalling renewed confidence in bullion’s role as the ultimate portfolio hedge...

Gold finds renewed footing as trade clouds gather

As trade tensions intensify and rate expectations evolve, gold and silver are reclaiming appeal for investors seeking balance between defence and opportunity...
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Basic Materials

FTSE 100

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