Lithium
S&P Global’s June quarter market review shows the pressure on Australian operations shifting from what miners sell to what they spend.
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.
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 are two stories inside Grant Thornton's latest mining contractors report, and the one getting most of the attention is the wrong one.
The mining industry is not running out of deposits.
There’s a moment in every technological revolution when optimism meets reality - when the glossy promise of transformation hits the grit of practical deployment.
As the global mining industry continues to adapt to shifting expectations around productivity, sustainability, and cost-efficiency, exploration remains one of the most critical—and complex—phases in the mining life cycle.
There was a time when mining’s job was simple: dig it up, ship it out, repeat.
