mining
Can the recent rally in nickel prices last, and where can one get exposure on the ASX?
Global nickel prices have surged to near US$18,000 per tonne on supply concerns, particularly around potential production cuts in Indonesia and regulatory uncertainty. The rally has been amplified by speculative flows and broader base-metals momentum, despite elevated inventories and mixed demand fundamentals.
Sunrise Energy Metals (ASX: SRL) - Positioned at the Strategic Heart of Western Critical Minerals Supply Chains
Sunrise Energy Metals (ASX: SRL) is advancing one of the Western world’s most strategically significant battery-materials developments: the Sunrise Nickel-Cobalt-Scandium Project in NSW, a globally large, long-life, ESG-aligned source of critical minerals essential for EVs, aerospace alloys, defence technologies and high-performance fuel cells. Backed by strong balance sheet discipline, rising government engagement, escalating Western supply-security policies, and material advancement across strategic partnerships during 2025, Sunrise enters 2026 with a profile we view as deeply undervalued relative to its strategic optionality.
Larvotto Resources (ASX: LRV): Building Australia’s Next Antimony–Gold Producer
Larvotto Resources Limited (ASX: LRV) is an Australian emerging mining company transitioning from explorer to near-term producer. Its flagship asset, the Hillgrove Antimony–Gold Project in New South Wales, positions the company as a potential supplier of two strategically important metals: gold—a monetary safe-haven—and antimony, a critical mineral used in batteries, semiconductors, and defense alloys.
Fortescue Ltd (ASX: FMG): Strong Cash Flows and Dividends in a Cyclical Iron Ore Market
Fortescue Ltd is a low-cost iron ore producer with strong cash flow and attractive fully franked dividends, but earnings remain highly exposed to iron ore prices and Chinese demand. Trading around mid-cycle valuation levels, the stock looks fairly valued, with upside dependent on stronger commodity prices and successful expansion into magnetite and green energy.
Fortescue (ASX: FMG) Share Price Is Climbing Again as Iron Ore Momentum Returns to the ASX
Fortescue (ASX: FMG) shares have rebounded on stronger iron ore prices, improving Chinese demand and solid shipments. Sentiment is also lifted by dividends and production strength, while its green energy transition and decarbonisation plans support long-term growth above A$20 momentum.
mining