Cobalt
S&P Global’s June quarter market review shows the pressure on Australian operations shifting from what miners sell to what they spend.
Africa's critical mineral producers are shifting from hosting resources to setting terms, and a recent intelligence briefing shows the leverage is real, the value capture is not yet, and the read-through for Australian operations is sharper than the geopolitics suggests.
WA-listed companies added almost A$131 billion in market value during FY26, but the strongest performers did more than catch a commodity upswing.
Australia's share of China's lithium concentrate imports has almost halved since 2022, but the interesting question is not who took it – it is why they are being paid so much less for it.
There’s a moment in every technological revolution when optimism meets reality - when the glossy promise of transformation hits the grit of practical deployment.
It takes a certain type of confidence to suggest the future of clean energy metals might lie four kilometres below the Pacific Ocean – confidence, and perhaps a streak of stubbornness.
If you think the most exciting innovations in critical-minerals exploration are happening in labs or boardrooms, you might want to take another look at the drill pad.
When global power plays, policy whiplash and economic shocks collide, opportunity hides in the chaos — and for Australia’s critical minerals sector, survival now depends on strategy as much as supply.
It’s not every day that a government geoscience leader talks about AI assistants, rare earth mapping, and century-long prosperity in the same breath – but that’s exactly what Melissa Harris did in Perth.
When a government commits to a multi-billion program over 35 years to a single initiative, it’s worth paying attention.
