The G7 Critical Minerals Action Plan, released last week and backed by Australia, marks a significant change in global policy and market conditions for critical minerals. Australia is a leader in this sector, both in exploration and production. This plan...
Investors
Mining meets the circular economy
Against a backdrop of global trade talks, tariffs and inflationary pressures, will commodity recycling – particularly the recycling of metals – accelerate in the modern resource economy? As industry is driven by growing environmental awareness,...
ASIC Shakes the IPO Tree – Will a market upturn follow?
After a drought of new listings not seen since the early 2010s, ASIC has rolled out a suite of reforms designed to revive Australia’s IPO market. With retail investors brought back into the action and red tape trimmed for would-be listers, the changes aim...
May 2025: Election and commodity moves shape resources sector
May was anything but mellow for the ASX-listed Australian resources sector. From landslide election results, Trump’s on again-off again “TACO” trade war and general improvements in commodity prices, May provided investors with plenty of news flow and...
The rise of artificial intelligence in investor relations
Artificial Intelligence (AI) is rapidly reshaping the landscape of investor relations (IR), bringing about a new era of efficiency, precision, and strategic insight. In 2025, the adoption of AI across IR functions has accelerated significantly, thanks to the...
What’s in a Mineral Resource discovery?
Australia’s mineral riches have long been a cornerstone of its economic story but behind every world-class discovery lies a unique intersection of geology, grit, timing, market dynamics and luck. From the copper-gold depths of Prominent Hill to the...
China holds a REE ‘wild’ card in negotiations
The current trade war, predominantly between the United States and China, has sparked a weird focus on the number of dolls or pencils American kids need to get by on. U.S. tariffs on Chinese goods have jumped from 10% to 30% then to 145% before being wound...
Election aftermath at RIU Sydney Resources Round-up
After Albo’s victory with the Australian Labor Party retaining leadership in convincing fashion over the weekend, the aspiring resources sector descended upon Sydney for the 21st iteration of the RIU Sydney Resources Round-Up held at the Hyatt Regency...
April 2025: A gold rush amid tariff tensions
April was a month of high drama and higher gold prices, as Australia’s resources sector navigated a global stage filled with political theatrics, market jitters, and a touch of déjà vu. President Trump’s “Liberation Day” tariffs – slapped on...
