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Analysis

Considered views on the forces shaping markets, commodities and company earnings.

Industrial and market imagery
Analysis

The next chapter for critical minerals

Why Australia and Canada are central to the global clean energy transition.

By Sophie Lang6 min read

Bulk commodity terminal at sunrise
Editor’s analysis

Reading the resources cycle: what the futures curve is telling us

Backwardation across three key contracts points to a tighter physical market than the spot price implies.

By Sophie Lang9 min read

Industrial and market imagery
Analysis

The next chapter for critical minerals

Why Australia and Canada are central to the global clean energy transition.

By Sophie Lang6 min read

Industrial and market imagery
Commodities

Copper's role in the energy transition

The red metal at the heart of electrification and global infrastructure.

By Daniel Whitmore6 min read

Industrial and market imagery
Economy

The outlook for global growth in 2025

Key trends, risks and opportunities shaping the year ahead.

By Meera Raghavan7 min read

Industrial and market imagery
Markets

What's next for the ASX 200?

Key levels, sectors to watch and what analysts are saying.

By Harriet Osei6 min read

Bulk commodity terminal at sunrise
Editor’s analysis

Reading the resources cycle: what the futures curve is telling us

Backwardation across three key contracts points to a tighter physical market than the spot price implies.

By Sophie Lang9 min read

High-voltage transmission infrastructure
Expert views

Expert view: the case for Australian energy transition infrastructure

Grid investment is the bottleneck, and the market has yet to price the operators that solve it.

By Daniel Whitmore8 min read

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All news
Open-pit iron ore mine with a large haul truck in Western Australia
Markets

ASX rallies as mining giants lead market higher

Strong gains across iron ore and gold boost the market, with investors eyeing resilient demand and supply optimism.

By Harriet Osei6 min read

Critical minerals processing facility
Special report

Special report: the critical minerals decade

A structural view of how Australia and Canada become the reliable supply base for electrification.

By Sophie Lang14 min read

Melbourne skyline and Yarra River in morning light
Economy

Australia’s economic growth exceeds expectations

GDP grew 0.6% in the March quarter, driven by strong household spending and business investment.

By Meera Raghavan7 min read