MDF Global MDF Global
NevGold pushes beyond Limo Butte resourceHeritage drills six-metre gold zone at MelbaSalazar discovers ‘high-grade’ tungsten at Pijili ProjectAguia aligned with newly approved government-backed fertiliser incentiveUS Department of Energy injects $13.9 million into critical mineralsQueensland legislation backs critical minerals explorationDevEx follows Nabarlek-style clues at KPAlurion drills towards Amargosa Prefeasibility StudyMoonlight hits broad copper zones at Peak DownsLegal battle heats up for major iron ore miner FortescueLithium Universe recovers gallium and platinum from e-wasteRokeby reports maiden tailings resource at OmeoCritical Resources links up with CSIRO for battery technologyBarkly advances 10,000m drilling at flagship projectAntilles Gold signs binding deal for Cuban sanction reliefRenegade expands loan facility to $2 millionUS Army’s Janus Program puts spotlight on uranium supplyMithril extends Copalquin silver-gold corridor to 550mFelix Gold produces antimony metal from pilot plantStrategic Energy tests two Canobie targets NevGold pushes beyond Limo Butte resourceHeritage drills six-metre gold zone at MelbaSalazar discovers ‘high-grade’ tungsten at Pijili ProjectAguia aligned with newly approved government-backed fertiliser incentiveUS Department of Energy injects $13.9 million into critical mineralsQueensland legislation backs critical minerals explorationDevEx follows Nabarlek-style clues at KPAlurion drills towards Amargosa Prefeasibility StudyMoonlight hits broad copper zones at Peak DownsLegal battle heats up for major iron ore miner FortescueLithium Universe recovers gallium and platinum from e-wasteRokeby reports maiden tailings resource at OmeoCritical Resources links up with CSIRO for battery technologyBarkly advances 10,000m drilling at flagship projectAntilles Gold signs binding deal for Cuban sanction reliefRenegade expands loan facility to $2 millionUS Army’s Janus Program puts spotlight on uranium supplyMithril extends Copalquin silver-gold corridor to 550mFelix Gold produces antimony metal from pilot plantStrategic Energy tests two Canobie targets

Mining & Markets: Why ‘potential’ isn’t enough for resource companies

The mining sector is back in full swing, and we’re diving into the latest market trends with ‘Data’ Dan Petrie. 

In this episode, Petrie discusses why resource companies must move beyond “blue sky” potential to attract investors, the impact of RBA rate cuts on market sentiment, and key construction data revealing Australia’s economic health. Plus, we explore geopolitical risks and what’s ahead for March.

Key Highlights:
🔹 Why investors are losing patience with “potential” and demanding a clear path to returns.
🔹 The RBA rate cut controversy — was it a political move?
🔹 Australian construction data: What it reveals about the economy’s strength.

Key Takeaway:
Mining and exploration companies must craft a compelling investment case beyond just potential — investors want to see a tangible path to returns.

📺 Watch now and subscribe for more mining insights!

Author Image
Written By Dan Petrie
Dan Petrie is Mining.com.au’s Head of Data, a former data editor at Bloomberg LP, analyst at Macquarie Bank and contributing data expert to Google Digital News Academy.

Related Videos

Inside life below ground at Hillgrove

What does it actually take to keep an underground mine moving? Mining.com.au heads...

PC Gold puts Spring Hill on fast-forward

PC Gold (ASX:PC2) has packed a lot into its first year on the...

Purecore Metals CEO on what it takes...

Join us as we speak with Peter Berdusco, CEO and director of Purecore...

subscribe icon

Stay Informed on up-to-the-minute mining news

Get the best articles delivered straight to your inbox
Name

Special Features

Tungsten

Makenita moves on tungsten’s supply squeeze

This article is a sponsored feature from Mining.com.au partner Makenita Resources. It is not financial advice. Talk to a registered financial expert before making investment decisions. Tungsten has emerged as the standout performer in a resurgent critical minerals market, with prices surging as governments and industry grapple with concentrated supply chains and growing demand. The strong market backdrop is increasing...

| By Bruno Venditti
Avalon Advanced Materials

Avalon Advanced Materials targets lithium hydroxide domination

This article is a sponsored feature from Mining.com.au partner Avalon Advanced Materials. It is not financial advice. Talk to a registered financial expert before making investment decisions. Avalon Advanced Materials (TSX:AVL) is positioning itself to become North America’s, if not the Western Hemisphere’s, largest lithium hydroxide refinery, with first-stage production of 30,000 tonnes per year.  In the global race to...

| By Christine Retschlag
Aureka Special Feature

Aureka closes in on its eureka moment

This article is a sponsored feature from Mining.com.au partner Aureka. It is not financial advice. Talk to a registered financial expert before making investment decisions. Gold in the ground gets attention. Gold out of the ground changes the company. Aureka (ASX:AKA) thinks Comstock could be the project that does exactly that. It is not the biggest asset in the portfolio,...

| By Kate Ryan
Heliostar Metals in Mexico

Heliostar Metals raises the bar on a golden future

This article is a sponsored feature from Mining.com.au partner Heliostar Metals. It is not financial advice. Talk to a registered financial expert before making investment decisions. It’s no secret that gold is the pin-up girl of the global resources industry, with every continent on the planet, aside from Antarctica, staking its claim on the precious metal. According to the World...

| By Christine Retschlag
Kobrea Exploration's Western Malargüe Copper Project in Argentina.

Kobrea’s Mendoza move pays off with BHP backing

This article is a sponsored feature from Mining.com.au partner Kobrea Exploration. It is not financial advice. Talk to a registered financial expert before making investment decisions. For decades, Argentina’s Mendoza Province sat in the shadow of some of the world’s most prolific copper jurisdictions. To the north, neighbouring San Juan attracted global mining giants and delivered tier-one discoveries. Across the...

| By Bruno Venditti