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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.
Fresh from a nickel bidding war with BHP in Canada, Andrew Forrest looks set to push IGO Group to pay more for nickel miner Western Areas.
Ausbil’s Luke Smith shares which commodities and stocks the firm is banking on to ride the ‘tidal wave of change’ as the world decarbonises.
Ground Breakers: BHP lobs US$100m into a nickel orebody so deep it’s measured in Eiffel Towers