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.
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.