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.

Gold sets up for a fresh test of higher levels

Gold is building a stronger technical and macroeconomic setup as dollar weakness, US debt concerns and upcoming Federal Reserve signals put higher price levels in focus...

Gold above $4,700 strengthens the earnings backdrop for major producers

Gold above $4,700 is widening the gap between bullion prices and mining costs, supporting strong margins, cash flow and capital returns across the sector...

Cora Gold secures interim renewal of Sanankoro II exploration permit

Cora Gold has secured the first interim renewal of the Sanankoro II exploration permit in south Mali as it progresses towards full permitting...

Ferro-Alloy Resources CEO Nick Bridgen discusses vanadium project progress and growth opportunities

CEO Nick Bridgen discusses progress on FEED and project financing, US government engagement, carbon black substitute development, rare earth potential and the planned leadership transition to Peter Secker...

Oriole Resources CEO Martin Rosser highlights high-grade Niambaram gold and wider Eastern CLP potential

Oriole Resources CEO Martin Rosser discusses the 28.4g/t gold result at Niambaram, geological similarities with Mbe, the potential for a wider gold district and key exploration milestones for the remainder..

Firering’s Limeco targets a broad industrial customer base

Firering’s Limeco operation is positioned to serve multiple industrial markets, with lime playing an essential role in steelmaking and a wide range of other processes...

KEFI moves Tulu Kapi into construction phase ahead of 2028 production

KEFI is advancing resettlement, procurement, financing and construction preparations at Tulu Kapi as the Ethiopian gold project targets commissioning in late 2027 and full production in mid-2028...

RHI Magnesita appoints Gustavo Franco as CEO to succeed Stefan Borgas

RHI Magnesita has announced a planned CEO succession, with Stefan Borgas stepping down on 31 October 2026 and Gustavo Franco taking over on 1 November 2026. Franco, currently Chief Customer..

Kazakhstan strengthens its role in the emerging vanadium supply chain

Kazakhstan’s established vanadium resources, processing expertise and advancing projects are strengthening its position as a potential alternative source of critical metals outside the industry’s dominant supply centres...

Gold and copper gain support from stronger market fundamentals

Softer US rate expectations are supporting gold, while tight inventories and constrained mine supply are strengthening copper's market outlook...

Gold near $4,500 as Fed expectations shift

Gold is holding above $4,400 as weaker US data lowers rate expectations, with $4,500 now the key level ahead of the Federal Reserve's 19 August meeting minutes...

Alien Metals outlines Georgina Basin exploration programme

Alien Metals has set out a 12-month work programme for its Georgina Basin IOCG Project, including target ranking, modelling and funding applications...

Rio Tinto welcomes deal securing Tomago Aluminium smelter to 2038

Rio Tinto has backed a new agreement to provide Tomago Aluminium with long-term power certainty through 2038 and expand renewable supply from 2033...

Antofagasta H1 EBITDA rises 27% as higher copper prices boost earnings

Antofagasta has reported higher first-half earnings, stronger cash flow and revised full-year copper production guidance after Los Pelambres resumed operations...

Alien Metals reports further silver intersections at Elizabeth Hill

Alien Metals says further assay results from Elizabeth Hill extend the near-surface silver zone and support plans for updated resource work...

Ferro-Alloy Resources: US Interest, a Near-$1bn Phase One NPV and a New Rare Earths Upside (video)

Ferro-Alloy Resources CEO Nick Bridgen discusses a project now moving beyond feasibility and deeper into engineering, financing and commercial discussions...

Quicklime’s essential role in gold processing

Quicklime is a core gold processing input used to control pH, reduce chemical consumption and support safer plant operations...

Oriole Resources: 28.4g/t Gold at Niambaram Strengthens the Case for a Bigger Cameroon Gold District (video)

A 28.4g/t gold result at Niambaram is adding weight to Oriole Resources’ belief that Cameroon’s Eastern CLP could contain more than a collection of isolated prospects...

Alien Metals notes heritage survey starts at Munni Munni project

Alien Metals notes GreenTech has begun a heritage survey at Munni Munni, with drilling at Whundo continuing to maximise rig use...

Elemental Royalty reports record Q2 2026 GEOs and operating cash flow

Elemental Royalty reported Q2 2026 revenue of US$23.8 million, record GEO sales of 5,248 and record operating cash flow of US$15.5 million, while maintaining its full-year guidance of 17,000–21,000 GEOs...
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Basic Materials

Gold sets up for a fresh test of higher levels

Gold is building a stronger technical and macroeconomic setup as dollar weakness, US debt concerns and upcoming Federal Reserve signals put higher price levels in focus...

Gold above $4,700 strengthens the earnings backdrop for major producers

Gold above $4,700 is widening the gap between bullion prices and mining costs, supporting strong margins, cash flow and capital returns across the sector...

Cora Gold secures interim renewal of Sanankoro II exploration permit

Cora Gold has secured the first interim renewal of the Sanankoro II exploration permit in south Mali as it progresses towards full permitting...

Ferro-Alloy Resources CEO Nick Bridgen discusses vanadium project progress and growth opportunities

CEO Nick Bridgen discusses progress on FEED and project financing, US government engagement, carbon black substitute development, rare earth potential and the planned leadership transition to Peter Secker...

Oriole Resources CEO Martin Rosser highlights high-grade Niambaram gold and wider Eastern CLP potential

Oriole Resources CEO Martin Rosser discusses the 28.4g/t gold result at Niambaram, geological similarities with Mbe, the potential for a wider gold district and key exploration milestones for the remainder of 2026...

Firering’s Limeco targets a broad industrial customer base

Firering’s Limeco operation is positioned to serve multiple industrial markets, with lime playing an essential role in steelmaking and a wide range of other processes...

KEFI moves Tulu Kapi into construction phase ahead of 2028 production

KEFI is advancing resettlement, procurement, financing and construction preparations at Tulu Kapi as the Ethiopian gold project targets commissioning in late 2027 and full production in mid-2028...

RHI Magnesita appoints Gustavo Franco as CEO to succeed Stefan Borgas

RHI Magnesita has announced a planned CEO succession, with Stefan Borgas stepping down on 31 October 2026 and Gustavo Franco taking over on 1 November 2026. Franco, currently Chief Customer Officer, has more than 20 years of industry experience and will lead the refractories group through its next phase of growth...

Kazakhstan strengthens its role in the emerging vanadium supply chain

Kazakhstan’s established vanadium resources, processing expertise and advancing projects are strengthening its position as a potential alternative source of critical metals outside the industry’s dominant supply centres...

Gold and copper gain support from stronger market fundamentals

Softer US rate expectations are supporting gold, while tight inventories and constrained mine supply are strengthening copper's market outlook...

Gold near $4,500 as Fed expectations shift

Gold is holding above $4,400 as weaker US data lowers rate expectations, with $4,500 now the key level ahead of the Federal Reserve's 19 August meeting minutes...

Alien Metals outlines Georgina Basin exploration programme

Alien Metals has set out a 12-month work programme for its Georgina Basin IOCG Project, including target ranking, modelling and funding applications...

Rio Tinto welcomes deal securing Tomago Aluminium smelter to 2038

Rio Tinto has backed a new agreement to provide Tomago Aluminium with long-term power certainty through 2038 and expand renewable supply from 2033...

Antofagasta H1 EBITDA rises 27% as higher copper prices boost earnings

Antofagasta has reported higher first-half earnings, stronger cash flow and revised full-year copper production guidance after Los Pelambres resumed operations...

Alien Metals reports further silver intersections at Elizabeth Hill

Alien Metals says further assay results from Elizabeth Hill extend the near-surface silver zone and support plans for updated resource work...

Ferro-Alloy Resources: US Interest, a Near-$1bn Phase One NPV and a New Rare Earths Upside (video)

Ferro-Alloy Resources CEO Nick Bridgen discusses a project now moving beyond feasibility and deeper into engineering, financing and commercial discussions...

Quicklime’s essential role in gold processing

Quicklime is a core gold processing input used to control pH, reduce chemical consumption and support safer plant operations...

Oriole Resources: 28.4g/t Gold at Niambaram Strengthens the Case for a Bigger Cameroon Gold District (video)

A 28.4g/t gold result at Niambaram is adding weight to Oriole Resources’ belief that Cameroon’s Eastern CLP could contain more than a collection of isolated prospects...

Alien Metals notes heritage survey starts at Munni Munni project

Alien Metals notes GreenTech has begun a heritage survey at Munni Munni, with drilling at Whundo continuing to maximise rig use...

Elemental Royalty reports record Q2 2026 GEOs and operating cash flow

Elemental Royalty reported Q2 2026 revenue of US$23.8 million, record GEO sales of 5,248 and record operating cash flow of US$15.5 million, while maintaining its full-year guidance of 17,000–21,000 GEOs...
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Basic Materials

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