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.

Vanadium’s path into energy storage

A transition metal known for steel toughness is redefining its role in grid-scale energy storage, opening new horizons for investors...

Hochschild Mining H1 2025 delivers 161.6k GEO, $110m cash, Mara Rosa review continues

Q2 attributable output was 81,656 gold equivalent ounces and 6.8m silver equivalent ounces, with Inmaculada and San Jose operating normally. The Mara Rosa plant remains temporarily suspended for maintenance and filter repairs, with revised 2025 guidance due in late August...

Breedon Group delivers H1 2025 revenue of £815.9m, dividend lifted to 4.75p

Revenue rose 7% to £815.9m on the Lionmark deal, though underlying EBITDA slipped 3% to £115.0m and margin to 14.1%. Dividend increased 6% to 4.75p, leverage moved to 2.2x and guidance is now at the low end of market expectations...

Fresnillo Plc reports stronger gold, steady silver, guidance maintained

Silver output was 12.5moz, up 1% on Q1 but down 14.7% year on year, while gold rose 21.3% to 157.7koz. 2025 production guidance is maintained and interim results will be released on 5 August 2025...

The pillar of modern manufacturing

A little-known metal with the highest melting point is quietly driving innovation across industries and redefining the boundaries of modern manufacturing...

James Cropper sets cash-first plan as Advanced Materials targets growth (LON:CRPR)

CEO David Stirling and CFO Andrew Goody report FY to 29 March 2025: revenue just under £100m, EBITDA just under £7m, net debt down nearly £3m to below 2x EBITDA...

Ethiopian relocation initiative signals KEFI’s next phase

Phase 1 of KEFI’s Tulu Kapi resettlement plan is underway, marking a pivotal shift from preparation to construction as the company accelerates towards gold production in 2027...

New Frontier Minerals Bolstered by Australia–EU Critical Minerals Partnerships

New Frontier Minerals is advancing its critical minerals strategy at a time of substantial global policy support and industry transformation...

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...
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Basic Materials

Vanadium’s path into energy storage

A transition metal known for steel toughness is redefining its role in grid-scale energy storage, opening new horizons for investors...

Hochschild Mining H1 2025 delivers 161.6k GEO, $110m cash, Mara Rosa review continues

Q2 attributable output was 81,656 gold equivalent ounces and 6.8m silver equivalent ounces, with Inmaculada and San Jose operating normally. The Mara Rosa plant remains temporarily suspended for maintenance and filter repairs, with revised 2025 guidance due in late August...

Breedon Group delivers H1 2025 revenue of £815.9m, dividend lifted to 4.75p

Revenue rose 7% to £815.9m on the Lionmark deal, though underlying EBITDA slipped 3% to £115.0m and margin to 14.1%. Dividend increased 6% to 4.75p, leverage moved to 2.2x and guidance is now at the low end of market expectations...

Fresnillo Plc reports stronger gold, steady silver, guidance maintained

Silver output was 12.5moz, up 1% on Q1 but down 14.7% year on year, while gold rose 21.3% to 157.7koz. 2025 production guidance is maintained and interim results will be released on 5 August 2025...

The pillar of modern manufacturing

A little-known metal with the highest melting point is quietly driving innovation across industries and redefining the boundaries of modern manufacturing...

James Cropper sets cash-first plan as Advanced Materials targets growth (LON:CRPR)

CEO David Stirling and CFO Andrew Goody report FY to 29 March 2025: revenue just under £100m, EBITDA just under £7m, net debt down nearly £3m to below 2x EBITDA...

Ethiopian relocation initiative signals KEFI’s next phase

Phase 1 of KEFI’s Tulu Kapi resettlement plan is underway, marking a pivotal shift from preparation to construction as the company accelerates towards gold production in 2027...

New Frontier Minerals Bolstered by Australia–EU Critical Minerals Partnerships

New Frontier Minerals is advancing its critical minerals strategy at a time of substantial global policy support and industry transformation...

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...
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Basic Materials

FTSE 100

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