On Stockhead today, Guy Le Page runs the ruler over the resources supercycle, Australia’s Energy Minister reckons EVs are weak as piss, and nope, ‘deterioriating’ relations with China won’t affect the iron ore price.

But first… the day ahead.



The following companies are in trading halts and are expected to exit over the next two trading days:


Holista Colltech (ASX:HCT) – announcement clarification
Helix Resources (ASX:HLX) – capital raising


EML Payments (ASX:EML) – response to Ireland regulations
Tymlez (ASX:TYM) – capital raising
Great Boulder Resources (ASX:GBR) – capital raising
Agrimin (ASX:AMN) – offtake agreement
Boadicea Resources (ASX:BOA) – capital raising
Zeleika Gold (ASX:ZAG) – exploration results
Latitude Consolidated (ASX:LCD) – resource update
BPM Minerals (ASX:BPM) – asset acquisition




Gold: $US1,866.59 ($2,403.23) (+1.32%)

Silver: $US28.15 ($36.24) (+2.69%)

Oil (WTI): $US66.36 (+1.51%)

Oil (Brent): $US69.57 (+1.28%)

Coal: $US94.90 (-2.37%)

Iron 62pc Fe: $US214.99 (+2.34%)

AUD/USD: $US0.7763 (-0.22%)

Bitcoin: $US44,367.67 (-0.09%)



Another bad day for Bitcoin. Is Musk Elon holding? Selling? Trolling?

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Also, be sure to check in at 10.20am each day for our daily 10 at 10 column — a live summary of winners & losers at the opening bell.



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It was a green day for iron ore plays, with Carpentaria Resources (ASX:CAP), Mindax (ASX:MDX) and Juno (ASX:JNO) all making gains.

Among stocks with announcements, Great Northern Minerals (ASX:GNM) surged on strong volume after a big high-grade gold hit at its Camel Creek project in North Queensland.

Argent Minerals (ASX:ARD) also rose strongly after announcing the Strike Drilling reverse circulation drill rig has arrived at its full-owned Pine Ridge gold project.



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Struggling lithium play Infinity (ASX:INF) crashed 60% after being reinstated to quotation for the first time since its San Jose project permit application was cancelled.