lithium
When PLS chief executive Dale Henderson told the WA Mining Club’s November luncheon that it’s “easier to get things done in Brazil than in Western Australia,” the room went quiet for a moment.
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.
Mining loves a neat correlation – tonnes per shift, dollars per ounce, emissions per unit, but as Peter Burton pointed out at AusIMM’s Critical Minerals 2025 in Perth, one thing that refuses to fit a tidy graph is safety performance.
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.
When global lenders assess mining projects, it is no longer enough to meet Australian legislation – financiers are demanding alignment with international ESG standards, and the gaps are costing companies time and money.
The future of Australia’s role in critical mineral supply chains may depend less on matching China’s scale and more on proving that secure, trusted supply with ESG credentials is worth paying for.
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.
China quietly built the world’s most powerful critical minerals supply chains while other nations - including Australia - dozed through a geopolitical shift that now threatens economic security, trade independence, and defence readiness.
As global demand for clean energy technology intensifies and geopolitical tensions rise, the importance of critical minerals has reached new heights.
