
The next chapter for critical minerals
Why Australia and Canada are central to the global clean energy transition.
By Sophie Lang6 min read
Considered views on the forces shaping markets, commodities and company earnings.

Why Australia and Canada are central to the global clean energy transition.
By Sophie Lang6 min read

The red metal at the heart of electrification and global infrastructure.
By Daniel Whitmore6 min read

Key trends, risks and opportunities shaping the year ahead.
By Meera Raghavan7 min read

Key levels, sectors to watch and what analysts are saying.
By Harriet Osei6 min read

Backwardation across three key contracts points to a tighter physical market than the spot price implies.
By Sophie Lang9 min read

Grid investment is the bottleneck, and the market has yet to price the operators that solve it.
By Daniel Whitmore8 min read
Showing 6 of 8 stories

Strong gains across iron ore and gold boost the market, with investors eyeing resilient demand and supply optimism.
By Harriet Osei6 min read

A structural view of how Australia and Canada become the reliable supply base for electrification.
By Sophie Lang14 min read

GDP grew 0.6% in the March quarter, driven by strong household spending and business investment.
By Meera Raghavan7 min read