Insights on resource & mining stocks.
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Lithium producers are increasingly prioritizing cost discipline over expansion as prices stay well off their 2022 highs, creating a wider performance gap between low-cost and high-cost operators.
Unplanned smelter maintenance in South America has tightened refined copper supply, pushing spreads wider and lifting shares of producers with unhedged exposure.
A pickup in gold-mining equities outpaced the broader resource sector this week, with several mid-cap producers posting double-digit gains on stronger-than-expected margin guidance.