This Month
Arcadium flags it may have to shut Mt Cattlin amid low lithium prices
The chief executive of the world’s third-biggest lithium company, Paul Graves, says few mines make sense at current prices.
- Peter Ker
Lynas boss Lacaze sees merit in nuclear power option
Lynas Rare Earths boss Amanda Lacaze says Australia needs to be energy-supply agnostic if it is realistic about becoming a critical minerals superpower.
- Brad Thompson
US blocks subsidies for Albemarle lithium made in Australia
Albemarle says a block to subsidies under the Inflation Reduction Act had been a major factor in its decision to slash workforce and to curtail investment in WA.
- Brad Thompson and Elouise Fowler
July
Nickel boss says Indonesia trying to distance itself from China
Nickel Industries managing director Justin Werner says Jakarta wants to attract more Western investment to an industry dominated by China.
- Brad Thompson
BHP warns on ‘made in Australia’
BHP has warned the Albanese government that its flagship Future Made in Australia policy risks being undercut by the economy’s high costs, unproductive workplace laws, and uncompetitive tax system.
- Phillip Coorey
Chinese rare earths giant looks to set up in Australia
Shenghe wants to expand into Australia despite strong government opposition to Chinese investment.
- Updated
- Brad Thompson
Critical minerals hotshot WA1 Resources launches $50m placement
The institutional placement was priced at $17 a share, representing a 9.8 per cent discount to WA1’s last traded price.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Liontown’s future tied to Korean battery giant in $379m funding deal
Liontown boss Tony Ottaviano says the company’s flagship Kathleen Valley mine would be in production on-time and on-budget before the end of the month.
- Brad Thompson
- Opinion
- Chanticleer
Bye-bye, banks: Liontown’s wild ride reveals critical minerals truths
The harsh reality of where the ASX’s two biggest sectors – banking and mining – cross over has played out before our eyes.
- Anthony Macdonald
June
- Updated
- Mining
Labor plans to open $13.7b critical minerals incentives to Chinese firms
China’s Tianqi and other foreign-owned entities are poised to qualify for the production tax credits, the draft eligibility guidelines reveal.
- Updated
- Brad Thompson
Niobium fever spreads as Encounter hits paydirt in WA1’s backyard
The West Arunta region is rapidly becoming Australia’s next critical minerals province after Encounter found high-grade niobium close to WA1’s Luni discovery
- Peter Ker
Pilbara’s lithium growth plans immune to price pressure
Lithium exporter Pilbara Minerals says it can triple lithium production in a value accretive way even if prices remain near current levels.
- Peter Ker
China’s ‘predatory’ tactics justify critical mineral subsidies: Kennedy
Treasury secretary Steven Kennedy says China’s dominance of critical minerals justifies the government’s taxpayer support for rare earths the world needs.
- John Kehoe
- Exclusive
- Mining
Chinese lithium pioneer calls for ‘fair go’ in Australia
Tianqi Lithium says it deserves access to the billions in tax incentives put up by the Albanese government, as it prepares to host Chinese Premier Li Qiang and Prime Minister Anthony Albanese.
- Brad Thompson and Andrew Tillett
Serbia to give green light to Rio Tinto lithium mine
“New guarantees” from the Anglo-Australian miner and EU could transform the continent’s electric vehicle industry.
- Marton Dunai, Alec Russell, Harry Dempsey and Alice Hancock
LME failure on nickel due to its own self-interests: Rudd
The Australian ambassador says prices kept artificially low by China were creating a risk of a 20 per cent slump in global supply of the commodity.
- Matthew Cranston
- Opinion
- Jim Chalmers
Crackdown on Chinese investors a cautionary tale
Small critical minerals companies are caught up in the midst of a geopolitical struggle between China and the West. Northern Minerals is the latest example.
- Jennifer Hewett
The ASX’s hottest critical minerals stock seesaws on drilling results
WA1’s market capitalisation was just $9 million in early 2022 but has soared to $1.37 billion after it disclosed more information about its promising discovery.
- Peter Ker
May
EU critical minerals deal a boost for ‘green premium’ nickel
A new MoU between Australia and the European Union will smooth the way for investment in resources projects.
- Andrew Tillett
- Opinion
- Opinion
Why Dutton risks losing WA sentiment
Peter Dutton’s rejection of production tax credits for critical minerals processing is risking support in several must-win seats in Western Australia.
- Updated
- Jennifer Hewett
