Where is ASX mining money going?
The week’s ASX mining turnover split by commodity — gold, copper, lithium, uranium, rare earths and the rest — with each commodity’s share of the money against the week before, the price move beside it, and the companies behind every row. Rebuilt after every ASX close. Free to read, no account needed.
Where is the mining money going?
Every dollar traded in ASX mining shares this week, split by what each company mines, against the week before. This week (19 Oct–22 Oct, 4 sessions) against last week (12 Oct–18 Oct, 5 sessions). All of mining: A$8.1b across 798 companies.
The smallest miners and explorers — the speculative end of the market.
Gold took 5.3 more points of the money here than last week (now 17.4%); Uranium gave up 3.1 points.
A 4-day week measured against a 5-day week — every comparison here is per trading day, so the short week is not read as a quiet one.
Right of the line (green) — took a bigger share of this view’s money than last week. Left (red) — gave share up. Measured in percentage points of the view’s weekly money.
| Mixed commodities181 companies · ALV, MRD, LKY… | A$32.9m | 43.5% | −2.0 pts | −31% |
|---|---|---|---|---|
| Gold95 companies | A$13.2m | 17.4% | +5.3 pts | +3% |
| Copper + Gold62 companies, each holds both | A$5.3m | 7.0% | −0.8 pts | −35% |
| Uranium7 companies | A$3.1m | 4.0% | −3.1 pts | −59% |
| Copper11 companies | A$3.0m | 4.0% | −1.7 pts | −49% |
| Rare earths4 companies | A$2.5m | 3.3% | +2.4 pts | +189% |
| Gold + Silver13 companies, each holds both | A$1.5m | 2.0% | −0.3 pts | −37% |
| Lithium10 companies | A$1.2m | 1.6% | +0.1 pts | −21% |
| Manganese4 companies | A$1.2m | 1.6% | +1.2 pts | +176% |
| Oil & gas23 companies | A$1.1m | 1.5% | −0.1 pts | −31% |
| Unlabelled27 companies · EUZ, VKA, PWN… | A$1.1m | 1.4% | −0.1 pts | −32% |
| Gold + Lithium13 companies, each holds both | A$1.0m | 1.4% | +0.3 pts | −5% |
| Vanadium4 companies | A$1.0m | 1.4% | −0.4 pts | −43% |
| Coal5 companies | A$960k | 1.3% | +0.3 pts | −4% |
| Niobium + Rare earths5 companies, each holds both | A$918k | 1.2% | +0.2 pts | −17% |
| Smaller commodities18 companies | A$744k | 1.0% | −1.2 pts | −68% |
| Antimony + Gold7 companies, each holds both | A$743k | 1.0% | −0.1 pts | −36% |
| Bauxite3 companies | A$612k | 0.8% | −0.1 pts | −33% |
| Other (not miners)5 companies · RLF, DGL, BRI… | A$530k | 0.7% | +0.4 pts | +68% |
| Gold + Iron ore10 companies, each holds both | A$434k | 0.6% | +0.2 pts | +1% |
| Gold + Tungsten4 companies, each holds both | A$400k | 0.5% | −0.4 pts | −58% |
| Hydrogen + Oil & gas3 companies, each holds both | A$396k | 0.5% | +0.3 pts | +42% |
| Copper + Silver3 companies, each holds both | A$362k | 0.5% | 0.0 pts | −28% |
| Gold + Rare earths5 companies, each holds both | A$281k | 0.4% | +0.2 pts | +35% |
| Gold + Nickel5 companies, each holds both | A$235k | 0.3% | −0.2 pts | −58% |
| Graphite3 companies | A$213k | 0.3% | 0.0 pts | −35% |
| Lithium + Rare earths3 companies, each holds both | A$198k | 0.3% | −0.3 pts | −66% |
| Gold + Uranium3 companies, each holds both | A$149k | 0.2% | +0.1 pts | +31% |
| Rare earths + Uranium6 companies, each holds both | A$106k | 0.1% | −0.1 pts | −55% |
| Iron ore5 companies | A$84k | 0.1% | 0.0 pts | −10% |
| Mineral sands4 companies | A$80k | 0.1% | 0.0 pts | +6% |
| Mineral sands + Rare earths3 companies, each holds both | A$80k | 0.1% | −0.2 pts | −78% |
4 companies traded this week after none last week (A$2k); 31 that traded last week (A$429k) did not trade this week.
Mining money flow, explained
How is the money measured?
As turnover: each company’s closing price times the shares traded, added up over the week’s ASX sessions. Every company is counted once, in one commodity and one size group, so the totals add up to the whole pool.
Why share of the money rather than dollars?
Because the whole market gets busier and quieter together. A commodity whose dollars doubled in a week when everything doubled has not attracted anything. Its share of the pool, and how that share moved against the week before, is what shows money moving towards one commodity and away from another.
Is turnover the same as money flowing in?
No. Every trade has a buyer and a seller, so a commodity everyone is selling is busy too. That is why each row shows the price move beside the money: busier and rising reads differently from busier and falling.
How is each company’s commodity decided?
From the company’s own filings and announcements, never from its name. Companies working on more than one commodity are shown as a pair or as mixed rather than forced into one.
Why the size groups?
A handful of large producers would otherwise drown out hundreds of explorers. The board splits companies by market value — under A$100 million, A$100–500 million, A$500 million to A$1 billion, and over A$1 billion — and each group is measured on its own.
Do I need an account to see this?
No. The board is free to everyone, with no sign-in and no payment. Nothing on it is advice.