Investors can handle lots of different risks. They can price risks in construction, interest rates, weather and, with hedging, price movements in product markets. But the one risk they can’t price is political risk, the …
The Strategist on: "Darwin Dialogue"
Australia, like Canada, is well placed to be a global leader in the critical minerals sector. Our nation has the natural endowment, technical expertise and experience, global mining footprint, and mining capital base to back …
Global critical mineral demand is expected to increase dramatically in coming decades, from a 7.1 million tonnes in 2020 to 42.3 million tonnes in 2050. Global commitments to decarbonisation are the main drivers of this …
To make a good battery, you need fluorine, an element that is sourced from the mineral fluorspar. That presents a looming problem for China and its considerable efforts to dominate the global electric vehicle (EV) …
The US, Australia and partner countries should take a page from China’s stockpiling playbook. They should build up stockpiles of critical minerals, managing inventories to optimise prices for domestic mineral producers and consumers and to …
In December 2021 the then president of the Republic of Korea, Moon Jae-in, made a largely unexpected working visit to Australia, at the end of his term, and at unusually short notice. Media speculation was …
Indonesia’s success in deploying Chinese capital and innovation to become the dominant force in the global nickel industry has been achieved in the face of concerted opposition from the European Union through the World Trade …
Early 2024 has not been kind to investors in critical minerals. Media outlets across Australia have run with headlines talking of ‘crash’, ‘crisis’ and ‘collapse’, with many blaming China and Indonesia for the slump— especially …
The forces of demand driven by the global energy transition and supply limited by geopolitics are coalescing to make yet another mineral globally ‘critical’—uranium. Australia’s rich economic geology has endowed it with the world’s biggest …
Critical minerals including rare earth elements, lithium, and cobalt, play a crucial role in industries, from electronics and renewable energy to defence. Nearly a year has passed since ASPI hosted the inaugural critical minerals focused …
Critical minerals are vital components in today’s rapidly growing clean-energy industry. They’re used in advanced technologies like electric vehicles and batteries, wind turbines, solar panels, fibre-optic cables and semiconductor chips. But the supply chain for …
The Northern Territory has the critical minerals our nation, and the world, need—and the NT government is working hard to support their exploration and development. The mining sector provides significant economic contributions and employment opportunities, …