News & insights

Your centralised hub for understanding the natural resources and heavy industry landscapes. We blend deep-dive research articles with executive perspectives, keeping you updated on critical sector movements, sustainability transitions, and the future of capital markets.

Recent News

Discover recent developments and thought leadership from RFC Ambrian and our portfolio companies.

Tantalum

October 30, 2025

Insights

Tantalum – Central Africa more of a threat than China

Tantalum has an essential role in the electronics industry, with products used in consumer, automotive, military, medica...

The Alchemist Issue 44

September 24, 2025

Insights

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

Boom to bust, or bust to boom? The ASX Resources IPO Rollercoaster. The years 2021 and 2022 marked a golden era for...

Indium

September 23, 2025

Insights

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

Due to their role in clean energy technologies and semiconductors, critical minerals remain central to government policy...

June 25, 2025

Insights

Gallium – high and low purity, dominated by China!

RFC Ambrian are pleased to present this research report on gallium, which is the third of six reports on niche critical ...

April 10, 2025

Insights

Germanium: China in Control – For Now

RFC Ambrian are pleased to present this research report on germanium, which is the second of six reports on niche critic...

February 20, 2025

Insights

Antimony: A Market Under Severe Stress

Antimony: A Market Under Severe Stress RFC Ambrian are pleased to present this research report on antimony, which is the...

November 20, 2024

Insights

Outsmarted by gold…

How does our industry fare with commodity price forecasts? Accurate commodity price forecasting is essential for both pu...

mountain side

June 14, 2024

Insights

The Alchemist Looks Back…

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

March 21, 2024

Insights

Does M&A Actually Create Value for Shareholders?

The Alchemist is back with a deep dive into Australian Natural Resources M&A and a burning question to answer… In Is...

November 29, 2023

Insights

Lithium Projects Review

In August 2023, RFC Ambrian released a comprehensive sector report on the Lithium Market – “Deficits Still on the Horizo...

August 30, 2023

Insights

Announcing the Launch of Hadean Energy

Introducing Hadean Energy Limited RFC Ambrian are pleased to announce our latest decarbonisation technology venture, Had...

August 3, 2023

Insights

Lithium Market Review

Following on from our recent in-depth sector reports on copper and nickel, we are delighted to present our first report ...

April 13, 2023

Insights

Nickel Projects Review

In November 2022, RFC Ambrian released a comprehensive sector report on the nickel market – ‘NPI Remains Key to the Outl...

February 13, 2023

Insights

Nickel Prices: A Mathematical Perspective on Nickel Price Cycles

The commodity price cycle is a constant theme for discussion and a key consideration for all mining industry stakeholder...

Nickel Market Review

November 18, 2022

Insights

Nickel Market Review

NPI Remains Key to the Outlook Our latest sector report takes a deep dive into the nickel industry, analysing supply and...

June 29, 2022

Insights

The Pathway for Copper to 2030

Copper Market Analysis This report analyses existing supply and demand forecasts and discusses some of the many ass...

November 29, 2021

Insights

Copper Projects Review 2021

Copper M&A Update Report This report reviews recent copper M&A activity, examines the key issues currently...

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