Investing News

Charlotte McLeod, Georgia Williams, Meagen Seatter

InvestingNews.com is where knowledge meets opportunity. We have team members across the globe covering all areas of the market, including resource, tech and life science.

  1. Amy Bennett: Graphite's Biggest Challenge Isn't Mining — It's Processing

    1d ago

    Amy Bennett: Graphite's Biggest Challenge Isn't Mining — It's Processing

    China continues to dominate the graphite market, but according to Amy Bennett, principal consultant at Fastmarkets, the real vulnerability for western supply chains isn't access to raw materials — it's the lack of processing capacity. Speaking with the Investing News Network at the Fastmarkets Global Lithium, Battery & Critical Materials conference in Las Vegas, Bennett examines why graphite prices remain weak despite growing battery demand, how energy storage systems are reshaping long-term demand forecasts and why governments may need to play a larger role in building secure critical minerals supply chains. She also discusses US policy, China's market influence, vanadium's changing role in energy storage and the investment challenges facing battery materials developers. This interview was recorded on June 23, 2026. 0:00 - Intro 1:28 - Developing ex-China graphite supply  7:35 - Midstream growth takes time  11:14 - Graphite demand has staying power  16:10 - ESS demand an important end-use segment  17:57 - Investing in graphite supply  20:06 - Outro   ________________________________________________________________    Some links may be affiliate links. Investing News Network may earn a commission at no additional cost to you.    ________________________________________________________________    The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

    20 min
  2. Matt Fernley: Rare Earths Demand is the Story Investors Are Missing

    2d ago

    Matt Fernley: Rare Earths Demand is the Story Investors Are Missing

    Battery metals prices have recovered from last year's lows, but investor sentiment hasn't kept pace. Speaking with the Investing News Network at the Fastmarkets Global Lithium, Battery & Critical Materials conference in Las Vegas, Matt Fernley, managing director of Battery Materials Review and partner at RK Equity, explains why he believes the market is overlooking one of the biggest drivers of the next commodities cycle. Fernley discusses lithium's recovery, why rare earths demand — not geopolitics — is the defining story for the sector and where the biggest bottlenecks remain across western supply chains. He also shares his outlook on energy storage, processing capacity, junior miners and the technologies that could shape battery materials demand through 2030. This interview was recorded on June 23, 2026. 0:00 - Intro  1:10 - Battery raw materials segment missing institutional investor buy in  5:57 - Rare earths sector driven by demand story  10:37- Where the biggest bottlenecks lie  15:24 - Where defense demand fits into the rare earths narrative  20:10 - Midstream continues to be pinch point for western growth  24:07 - Outro   ________________________________________________________________    Some links may be affiliate links. Investing News Network may earn a commission at no additional cost to you.    ________________________________________________________________    The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

    24 min
  3. Jim Wiederhold: Institutions Want Commodities Again, 3 Reasons Why

    Jun 24

    Jim Wiederhold: Institutions Want Commodities Again, 3 Reasons Why

    Jim Wiederhold of Bloomberg breaks down the commodities sector's performance in 2026, saying institutional investors are becoming increasingly interested in the industry as countries around the world hone in on resource security. "Commodities have definitely re-emerged as a strategic asset allocation," he said. "The industrial metals story has strengthened. Gold has come off, but it still refuses to step aside from the conversation. And then supply security is the big new investment theme over the last year and a half that's only strengthened with what we've seen so far in 2026." This interview was filmed on June 22, 2026. 0:00 - Intro 0:18 - The security narrative 1:48 - Energy, copper in focus 4:24 - Oil higher for longer? 6:17 - Stagflation in the US? 8:23 - Gold's key price drivers 11:03 - Watch aluminum, silver 14:02 - New commodities era? 16:16 - Commodities vs. AI 18:57 - Strategic allocations 19:42 - Outro   ________________________________________________________________    Some links may be affiliate links. Investing News Network may earn a commission at no additional cost to you.    ________________________________________________________________    The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

    21 min
  4. Brooke Thackray: Uranium's Next Move, Why Fundamentals Still Point Higher

    Jun 23

    Brooke Thackray: Uranium's Next Move, Why Fundamentals Still Point Higher

    Global X research analyst Brooke Thackray joins the Investing News Network's Georgia Williams to discuss why uranium's long-term fundamentals remain intact despite recent volatility. Thackray explains the growing gap between spot and term prices, the impact of supply disruptions at major producers and why utilities continue to secure long-term contracts. The conversation also explores AI-driven electricity demand, the rise of small modular reactors (SMRs), strategic uranium stockpiles and the growing importance of energy security. Thackray shares his outlook on uranium prices, supply deficits and the catalysts that could bring new investors into the sector. This interview was recorded on June 10, 2026.  0:00 - Intro  1:15 - Uranium market consolidation  6:30 - Sulfuric acid disruptions could impede market  12:18 - US efforts to secure supply  15:20 - Strategic stockpiles  20:30 - SMR market growth  26:45-  Incentivizing production  35:51 - Outro   ________________________________________________________________    Some links may be affiliate links. Investing News Network may earn a commission at no additional cost to you.    ________________________________________________________________    The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

    36 min

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InvestingNews.com is where knowledge meets opportunity. We have team members across the globe covering all areas of the market, including resource, tech and life science.

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