Blog
Has there ever been greater disparity between the market and wider public discourse when it comes to commodities?
If you only read the mainstream headlines and listened to the soundbites of politicians the world over, you’d think critical minerals such as lithium and rare earths were at record prices. The last month alone have seen US President Donald Trump and Ukraine...
Gold flies high while others wade through the dark
Gold Mining Journal, Issue 156 There is any amount of rumour swirling around the gold sector at the moment but as we go to print, it is very difficult to get a read on exactly what is true, what is conjecture and what is simple fantasy The merry-go-round kicked off...
Have you heard the latest M&A rumours?
Australia's Paydirt, Issue 328 As we head into a new financial year, it feels like the entire Australian mining sector is waiting for the next major trend to emerge In the gold sector, the rampant price has everyone is still anticipating another big M&A deal...
West in danger of being locked out
Australia's Paydirt, Issue 327 I feel like after three successive editorials waxing on critical minerals, I should move onto something else, but with every gold miner simply enjoying sky-high prices and iron ore in a flat, uncontroversial period, there is little...
Time for Australia to act
Australia's Paydirt, Issue 326 The Australian Federal Government’s response to the global dynamics in the critical minerals space continues to develop, with Prime Minister Anthony Albanese announcing related funding programmes would come under one new policy umbrella,...
Forget the green premium… for now
When putting this issue together, it felt inevitable that the discussion we charted last month – the turbulence being experienced by the Australian critical minerals sector – would also be at the heart of this month’s conversation. And, so it has proven, but...
Crunch time for gold juniors
Gold Mining Journal, Issue 155 There is a strong sense that we are heading towards a defining point in the current gold cycle. With gold hitting record highs – $3,354/oz at the time of print – producers are making unprecedented amounts of cash. This will be borne out...
Is it too late to find a critical solution?
Australia's Paydirt, Issue 324 Nickel and lithium’s recent fall from grace share the same underlying driver – the non-linear nature of the EV build-out and its supply chain – but the individual levers in each commodity are different. Amazingly this is the third time...
Strap in as the critical minerals rollercoaster speeds up
Australia's Paydirt, Issue 323 It never surprises how quickly the mood in the resources sector can swing, but it feels like everything is accelerated these days. Just like the 24-hour news cycle, the resources investment landscape latches onto new trends or dynamics...
Sector’s challenges to change with the times
Gold Mining Journal, Issue 154 There is suddenly a spring in the step of the Australian gold miners thanks to six months of widening cash margins and now gold explorers are beginning to find some joy as well. The last three months have seen capital raisings increase...
Uranium re-energised
The uranium industry bounces back