The Stock Scoop ⚡️ Billions boost mining

Are you prepared for the mining super-cycle?

Author

Lel Smits
November 01, 2025

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It's been a big month for mining and it showed me where the next boom is forming and why mining continues to remain in the headlines. Here’s what happened:

• We kicked off with the Mining Rock Stars Investor Event, where three powerhouse firms brought together companies, sponsors and +100 private investors to unpack how AI and electrification are reshaping mining investment.
• Then straight into IMARC, Australia’s largest mining conference, here are some key folks I met with. All in the same week the US signed an $8.5 billion critical minerals deal with Australia.

Here are my mining video highlights - It’s a reminder that:
• Every smartphone contains around 50 mined elements.
• Miners enable every part of our digital lives.
• The clean energy transition depends on mining.
• Ethical mining isn't just possible, it’s essential.
• Watch which critical minerals go into a smartphone 

From the conversations I’ve had this month, sentiment is saying this could be the start of another mining super cycle. With gold at records, have you seen images of people lined up to buy gold on Martin Place? My friend Tom Richardson covered it here.

How to prepare? I spoke with moomoo's CEO Michael McCarthy. I last interviewed Michael +10 years ago and he’s as sharp and balanced as always.

For all the highlights from Mining Rock Stars and IMARC check out the CEO interviews below. And, be sure to do your homework to ensure the next big boom is more than just a flash in your investing pan.

To your investing,

🧨 Trending

  • 🟡 Precious metals soar

    Gold and silver prices continued their rally with both metals reaching new all-time highs in October. Gold has now risen by more than 50% since the start of the year, with silver up by over 60%.

  • 🇨🇳 Rare earths in focus

    Rare earths entered the spotlight after China widened export restrictions for these critical minerals. In response, the US government signed a deal with Australia and entered a framework agreement with Japan to help secure rare earths supply chains.

  • ✂️ Rate cuts doubt as inflation surges 

    Australia’s inflation rate lifted to 3.2% in the September quarter, up from 2.1% in the previous three months. The hotter-than-expected jump brings into doubt the prospect of further interest rate cuts this year. 

📈 Charts on Fire

  • 🇺🇸 Lynas Rare Earths (ASX:LYC)
    Inked a deal with US-based Noveon Magnetics to advance the rare earths magnet supply chain in America. The news comes as China’s Ministry of Commerce said it’s expanding restrictions around export of rare earth elements. Shares in Lynas are up +130% this year.

  • 🇨🇦 Infini Resources (ASX:I88)
    Surged in October after drilling intercepted extensive uranium mineralisation at its Portland Creek project in Newfoundland, Canada. Uranium and critical minerals are central to the global energy transition and CEO Rohan Bone says these early results could be a “game-changer”. Shares in Infini are up by 335% in the past six months.

  • 🥇 Kincora Copper (ASX & TSXV: KCC)
    Shares in the copper-gold explorer and hybrid project generator are up more than 250% since the start of the year. A busy month has now set the scene for further news flow in the months ahead. It is also great to see the appointment of TSN contributor Kerry Stevenson to its Advisory Board - we all love That Gold Lady, (and her very successful gold events!)

🔮 Watchlist preview 

  • 🔍 All eyes on interest rates

    The Reserve Bank of Australia (RBA) is next due to meet in the first week of November. All eyes will be firmly fixed on the central bank’s next move on interest rates following a sharp jump in Australia’s inflation during the September quarter.

  • 🏛️ RBA under the microscope

    The RBA is also due to release its minutes from November’s meeting later in the month. The central bank’s commentary and insight into monetary policy could shape direction for the market.

  • ⚒️ Commodities rally

    Market sentiment towards precious, industrial, and energy transition metals has been rising in the past few months. Continued momentum in November could add further weight to the narrative that the commodity cycle is growing stronger.

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