
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
Long-form intelligence on the themes redefining resources, energy and capital markets.

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

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

Boards have held the line on growth capex. The question is how long shareholders reward it.
By Sophie Lang11 min read

Subsidy design is shaping where processing capacity lands — and which listed names capture it.
By James Fontaine13 min read

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