Commodities
Thyssenkrupp’s Double Play: A Furnace Goes Dark While Its CEO Steps Onto Europe’s Hydrogen Stage
There is a certain symmetry to what is happening at Thyssenkrupp right now. One hand is taking production offline in...
Almonty’s Tungsten Moment: A $1.2 Billion War Chest Meets a Market Still Finding Its Feet
The numbers orbiting Almonty Industries have become almost vertigo-inducing. Tungsten prices have climbed 622 percent between January 2025 and April...
Primary Hydrogen’s Autumn Drill Window Turns Every Other Announcement Into Noise
When Primary Hydrogen's share price shed roughly a quarter of its value in a single session last week, the trigger...
Gold’s Central Bank Engine Loses Steam Even as Bullion’s Longer-Term Bull Case Stays Intact
The narrative surrounding gold has long rested on two pillars: the Federal Reserve's interest-rate trajectory and the relentless accumulation by...
Vulcan Energy’s Ludwig Blueprint Puts Numbers on the Table — Now Comes the Hard Part: Paying for It
The economics of Vulcan Energy's second German project are finally on paper, and they paint a picture of scale that...
Primary Hydrogen’s Autumn Drill Campaign Becomes the Only Metric That Matters
The market has delivered its verdict on Primary Hydrogen's latest land acquisition, and it was not the one management hoped...
T1 Energy’s Two-Speed Narrative: Record Solar Orders Meet Persistent Share Price Pain
The gap between T1 Energy's operational momentum and its market performance has rarely looked wider. The solar manufacturer closed Friday...
Almonty’s Tungsten Bet Now Has a Balance Sheet to Match Its Ambition
The tungsten producer that spent the past year convincing markets its turnaround was real has suddenly found itself with a...
Gold’s Split Personality: Central Bank Hoarding Masks a Market Held Hostage by Fed Chatter
Gold ended the week at $4,430.09 per troy ounce, down 1.0 percent on Friday and 0.5 percent lower over the...
Vulcan Energy Courts Asian Capital as Ludwig Economics Outshine First-Stage Project
The lithium developer's search for deep-pocketed partners to bankroll its second German project is taking on an increasingly international flavour....
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