Category: Insights

Tantalum – Central Africa more of a threat than China

support October 30, 2025 No Comments

Tantalum has an essential role in the electronics industry, with products used in consumer, automotive, military, medical and aerospace. Our key takeaways: The size of the tantalum market compares suitably…

The Alchemist Issue 44: Boom to Bust, or Bust to Boom?

support September 24, 2025 No Comments

Boom to bust, or bust to boom? The ASX Resources IPO Rollercoaster. The years 2021 and 2022 marked a golden era for the junior resources IPO market, when as one seasoned…

Indium – China’s dominance and new export restrictions heighten risks in the market.

support September 23, 2025 No Comments

Due to their role in clean energy technologies and semiconductors, critical minerals remain central to government policy agendas and public interest. Like gallium, indium faces rising demand, supply bottlenecks, volatile…

Gallium – high and low purity, dominated by China!

support June 25, 2025 No Comments

RFC Ambrian are pleased to present this research report on gallium, which is the third of six reports on niche critical minerals to come in 2025.Our key takeaways: Due to…

Germanium: China in Control – For Now

support April 10, 2025 No Comments

RFC Ambrian are pleased to present this research report on germanium, which is the second of six reports on niche critical minerals to come in 2025. Our key takeaways: Due…

Antimony: A Market Under Severe Stress

support February 20, 2025 No Comments

Antimony: A Market Under Severe Stress RFC Ambrian are pleased to present this research report on antimony, which is the first of six reports on niche critical minerals to come…

Outsmarted by gold…

support November 20, 2024 No Comments

How does our industry fare with commodity price forecasts? Accurate commodity price forecasting is essential for both public and private sectors. These forecasts are used in resource estimates and mining…

The Alchemist Looks Back…

support June 14, 2024 No Comments

We delve back into the mists of time, all the way back to 2003… A heady year for sports, culture and business also saw the launch of the very first…

Does M&A Actually Create Value for Shareholders?

support March 21, 2024 No Comments

The Alchemist is back with a deep dive into Australian Natural Resources M&A and a burning question to answer… In Issue 41 of our long-running series, we seek to address…

Lithium Projects Review

support November 29, 2023 No Comments

In August 2023, RFC Ambrian released a comprehensive sector report on the Lithium Market – “Deficits Still on the Horizon But the Pace of New Supply is Picking Up”. That…

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