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The Scandium Story - A Small-Market Metal with Outsized Leverage in Lightweight Alloys and Clean-Energy Ceramics
Scandium sits in that rare category of commodities where the market is tiny, but the strategic value can be loud. It is widely dispersed in nature, commonly recovered (if at all) as a by-product, and its modern story is increasingly tied to two technology lanes: aluminium–scandium (Al-Sc) alloys and solid oxide fuel cells (SOFCs).

Noel Ong
6 days ago23 min read


Direct Reduction Iron – The Iron Ore Opportunity Investors May Be Missing
Introduction – Are we looking at the sunset season of Iron Ore Investments or are we looking at the beginning of a long Spring and Summer Season
Investors in the iron ore sector have been dwelling on global market chatter of a declining iron ore price as the giant Simandou Iron Ore mine ships its first shipment of high0grade ore. The street talk is that the imminent 120 million tonnes per annum production coming out of Guinea is going to drive iron ore pricing to the sub US

Noel Ong
Mar 1137 min read


The Strategic Importance of Bauxite: Powering the Future of Aluminium - How Do ASX Investors Take a Position in the Bauxite Business.
The Strategic Importance of Bauxite: Powering the Future of Aluminium - How Do ASX Investors take a Position in the Bauxite Business.
The new cold war that is gaining momentum globally is fast creating vast opportunities for jurisdiction hosting commodity projects that have an inelastic demand. Commodities that fall into a real critical supply shortage are all getting a rejuvenation that has been is now making headlines. Commodities such as bauxite are now starting to get

Noel Ong
Jul 30, 202524 min read


Magnetite’s Rise: A New Era in Western Australia’s Iron Ore Industry
With major billionaires like Andrew Forrest and Gina Rinehart investing heavily in magnetite projects, Magnetite is now the new Iron Ore.

Noel Ong
Mar 14, 20257 min read
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