Here Comes the Scandium Supercycle (Koala)

Here Comes the Scandium Supercycle (Koala)

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Is It Too Late to Break China's Minerals Grip? (Henry Sanderson)

Henry Sanderson, the author of Volt Rush and writer of the Volt Insight Substack has spent two decades reporting for the FT and Bloomberg, including seven years in Beijing. There are few better guides to China's grip on batteries and critical minerals.Fresh from a trip to China, ...  Show more

Why Small Caps Are Trading Too Cheap (Matt Griffin)

Matt Griffin is back. Two years on from his last chat with us, the Maple-Brown Abbott small caps PM returns to unpack a macro-dominated FY26 that saw 75% of active managers underperform the index.It's a full tour of the small cap resources landscape, from gold to uranium, alumini ...  Show more

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