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December 9, 2022
The billionaires are diving in via the bigger players. But the less well-heeled can get a slice of the action through numerous leveraged juniors such as RareX and AR3. And Greenvale shares burn rubber on a plan to be Australia’s only bitumen producer. Australia’s richest, Gina Rinehart and Andrew Forrest,...
December 6, 2022
The electric vehicle and renewable energy shift means some ASX mining stocks are in a sweet spot, but pricing is volatile.
November 29, 2022
It’s perhaps natural to be concerned by the growing risk of conflict as Russia continues to pursue its attacks on Ukraine and as China sets its eyes on Taiwan. The conflict between democracy and autocracy is set to define a period of heightened tensions between these two camps. Over...
November 22, 2022
Could a new wave of rare earth mines and project expansions build an independent rare earths industry for Australia?
November 20, 2022
Lynas Rare Earths is a leading producer of rare earth materials. Click here to see its growth catalysts, key risks, and why I think there is upside.
November 10, 2022
Jason Mitchell argues that the Ukraine war has shown that the Western world must develop its own supply chain for rare earth elements.
November 9, 2022
Jason Mitchell argues that the Ukraine war has shown that the Western world must develop its own supply chain for rare earth elements.
November 9, 2022
News Analysis Washington’s recent move to limit semiconductor exports to China has raised concerns that Beijing might retaliate ...
November 2, 2022
The transition away from fossil fuel to clean energy will not nullify the global competition over natural resources.
October 18, 2022
It is an industry that has been dominated by China for years, but now the rest of the world wants in.