Asia
S&P Global’s June quarter market review shows the pressure on Australian operations shifting from what miners sell to what they spend.
Mine water safety conversations default to tailings dams, but Dr Cherie McCullough spent an hour explaining why the larger risk is day to day exposure to as little as 1.
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.
Arafura Rare Earths Managing Director and CEO Darryl Cuzzubbo told the WA Mining Club that Nolans is moving from critical minerals rhetoric to construction reality, but the real test will be processing, ramp-up, suppliers and whether Australia can help build a serious rare earths supply chain outside China.
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.
The annual temperature check from the Fraser Institute has landed — and while the rocks haven’t moved, capital certainly has.
At first glance, the WA Mining Club’s Market Outlook Luncheon at Optus Stadium looked like it would follow a familiar script.
If gold is the world’s most universal currency, it’s also one of its most misunderstood.
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.
When it comes to critical minerals in emerging nations, geology is often the easy part - what makes or breaks a project is navigating the politics, markets, and risks that sit behind the orebody.
