Regulatory Adherence
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.
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.
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.
If you wanted a temperature check on Western Australia’s exploration sector last week, you didn’t need a feasibility study.
At first glance, the WA Mining Club’s Market Outlook Luncheon at Optus Stadium looked like it would follow a familiar script.
