Analysis
The next chapter for critical minerals
Why Australia and Canada are central to the global clean energy transition.
By Sophie Lang6 min read
Head of Insights
Sophie Lang
Sophie writes COLITCO Insights, our long-form research on capital allocation, commodities and market structure.
Based in Sydney, Australia · 5 stories
Stories by this author
Technology
Data centre demand reshapes the technology hardware cycle
Capex guidance from hyperscalers is spilling into industrials, power and copper demand forecasts.
By Sophie Lang6 min read
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
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
Expert perspectives
Expert perspective: capital discipline in the mining majors
Boards have held the line on growth capex. The question is how long shareholders reward it.
By Sophie Lang11 min read