Rare Earth Elements
Will Kendall has a line that lands with the quiet force of something everyone in the room already knew but hadn’t quite said out loud: "Base case is cost overruns of over 20 per cent," Will says, "That’s your base case.
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.
The annual temperature check from the Fraser Institute has landed — and while the rocks haven’t moved, capital certainly has.
If you wanted a temperature check on Western Australia’s exploration sector last week, you didn’t need a feasibility study.
There was a time when mining’s job was simple: dig it up, ship it out, repeat.
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.
If you thought mining was all about brute force and big rigs, think again.
It’s not often a map redraws itself — but that’s exactly what’s happening to Australia’s rare earths landscape.
When a geologist looks at a gravity anomaly and sees the future of Australia’s critical minerals, it’s worth paying attention.
