
Oil prices climb on supply concerns and geopolitical risks
Markets moved quickly on the news, with traders reweighting exposure across rate-sensitive and resource-linked sectors.
By Daniel Whitmore4 min read
Daniel reports on mining, critical minerals and energy transition supply chains, with two decades of coverage across Pilbara and Ontario operations.
Based in Perth, Australia · 6 stories

Markets moved quickly on the news, with traders reweighting exposure across rate-sensitive and resource-linked sectors.
By Daniel Whitmore4 min read

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

Seaborne cargoes firmed through the week as mills rebuilt inventories ahead of the construction season.
By Daniel Whitmore5 min read

Spodumene supply cuts are beginning to show in the shipment data, easing the glut that dominated last year.
By Daniel Whitmore6 min read

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

Unit economics have improved faster than most forecasts assumed — but siting and connection remain the constraint.
By Daniel Whitmore12 min read