Tim Treadgold
Tim Treadgold is an award winning Perth-based business journalist who has been covering the resources sector for numerous decades. He was around during the 1969 nickel boom when he made the shift from geology to journalism. Tim's writing features in Forbes and London’s Mining Journal.
Commodities and shares disconnect – hang on for a wild ride
It’s been said before, but the best way to understand what’s happening in commodity markets today (and why they have become ultra-high-risk) is to remember that there is always more than one cockroach in the kitchen. That advice might sound obscure, but when Chinese billionaire Xiang Guangda blew up the nickel market this week, he […]
Uranium is lagging other energy prices – for now
Missing in action, but perhaps not for long. That’s the best way to see uranium, which promised much last year with an 88% rise from US$27 a pound to US$51/lb, before easing back to $US44/lb and sitting at that price while every other form of energy surges higher, including coal and oil. Russia’s well-telegraphed invasion […]
All CLANC battery metals are equal, but some more equal than others
CLANC (copper, lithium, aluminium, nickel and cobalt) theory is appealing for investors with an eye on battery metals, because it encompasses the big five minerals, but within CLANC there are two metals with outstanding credentials because they’re also getting a Russian kicker – aluminium and nickel. There are other commodities which could win from Russia […]
Manganese dubbed the next battery metal, but are worrying days ahead?
In theory, manganese is the next hot battery metal. In practice, it’s a commodity which ought to have a warning attached as a price slump threatens. Interest in mining companies exposed to manganese surged two years ago when it was named by Tesla founder Elon Musk as a metal which could become an important component […]