Event Details
Surviving mining’s boom and bust
Price bubbles have burst and priorities have shifted, but a huge opportunity exists to shape a low-carbon future. What can the mining sector do differently?
Mining Summit - Final release registration
Register for The Australian Financial Review’s Mining Summit where we will challenge the sector’s most influential leaders on how Australia can make the most of the huge opportunity to meet demand for critical minerals, manage the boom and bust cycle, and what the mining sector could do differently.
Featured
- Exclusive
- WA Parliament
Cook says magnetite will make WA the ‘California of Australia’
WA’s future in resources wasn’t just linked to battery minerals, but also to a different variety of iron ore largely overlooked by our mining industry: magnetite.
- 1 hr ago
- Tom Rabe
AusSuper sets sights on becoming a global force in critical minerals
Australia’s largest industry super fund will step up its investment in battery metal lithium as it seeks to grow its $12 billion critical minerals fund.
- 1 hr ago
- Elouise Fowler
Lithium hopeful Liontown in $550m loan from banks, taxpayers
The new agreement will ease concerns over Liontown Resources after January’s spectacular loan withdrawal.
- Peter Ker
Lynas not standing still after mega-merger stalls
Lynas boss Amanda Lacaze missed out on a tie-up with a New York-listed rival aimed at challenging China’s dominance. What next for the rare earths player?
- Brad Thompson
Global lithium producer signals price rout has ended
Chinese appetite for electric vehicles has outstripped expectations, boosting optimism of a lithium price rebound and spurring bets from investors.
- Elouise Fowler
February
BHP sheds jobs, axes white-collar teams in global reset
BHP rocked its workforce with a major restructure disbanding specialist teams and putting far greater responsibilities on its iron ore, coal, copper and nickel leaders.
- Brad Thompson
Surviving mining’s boom and bust
Price bubbles have burst and priorities have shifted, but a huge opportunity exists to shape a low-carbon future. What can the mining sector do differently?
More pain for nickel, lithium as supply deluge bites
Of the three key critical minerals, nickel has the darkest outlook because of cheap supply from Indonesia, but investors are backing copper as demand picks up.
- Cecile Lefort
Alumina may need to raise capital if Alcoa deal fails
The takeover target slumped after it disclosed a $US150 million ($229 million) annual loss and Alcoa shares tumbled in New York.
- Peter Ker
Tesla chairwoman tackles Canberra on tax breaks for nickel, lithium miners
Robyn Denholm will help spearhead the fight for tax breaks in critical minerals just days after Andrew Forrest calls out Elon Musk for buying Indonesian nickel.
- Brad Thompson
‘Complacent’ iron ore market vulnerable to lithium-style crash
Iron ore prices are not factoring in a wave of new supply, leaving the commodity vulnerable to the same collapse that smashed battery metals, Yarra warns.
- Alex Gluyas
- Opinion
- Chanticleer
Forget nickel, BHP’s next big call is a test for Australia
BHP CEO Mike Henry’s next big call is on how to grow its copper business. He says Australia’s IR, tax and approvals policies could turn it away from Australia.
- James Thomson
June 2023
House prices’ false flag, PwC’s apology fail & who’ll make money from AI
In this week’s podcast episode, James Thomson special guests, stockpicker Katie Hudson and senior AFR writer Jemima White, to talk rate rises, PwC and sharemarket tips for the new financial year.
May 2023
Hastings shares slide after warning on rare earths project cost jump
The West Australian company’s boss, Alwyn Vorster, says he does not want more government support – but needs money already assigned to be fast-tracked.
- Brad Thompson
Inside the Rich List, a new gold rush, PwC told to name names
In this week’s podcast episode, James Thomson and Anthony Macdonald find the next mining boom, spot a circuit breaker in PwC’s tax leak scandal and discuss The Australian Financial Review Rich List.
Meet the mining lobby boss leading critical minerals charge
Chamber of Minerals and Energy WA boss Rebecca Tomkinson is working overtime as the nation plays catch-up on critical minerals.
- Brad Thompson
Nickel’s price paralysis could see mines ‘gobbled up’ cheap
Australian nickel producers say the traditional methods for pricing the metal are increasingly inadequate as nickel’s role in electric vehicles grows.
- Peter Ker
Rio chairman says Australia pragmatism is bucking the Beijing freeze
Dominic Barton, the former Canadian ambassador in Beijing, said Australia’s relationship with China was improving even as others deteriorated.
- Peter Ker
- Opinion
- Chanticleer
Emotional Rio chairman recalls horrors of Juukan
Dominic Barton choked up as he recalled the moment he met with indigenous leaders in the wake of the destruction of the sacred site near Juukan Gorge.
- James Thomson
‘Take advantage of lack of pushback on lithium’, says Allkem’s Coleman
Lithium miners need to push on as fast as they can while activists focus elsewhere, but there’s no social licence “free pass”, the Allkem chair says.
- Angela Macdonald-Smith
‘Ex-China’ premium market emerging for rare earths
The boss of Hastings Technology Metals says a “premium” market is developing for the minerals outside China.
- Jenny Wiggins
The big debate in critical minerals is on further processing
The Australian Financial Review Mining Summit heard the $US369 billion Inflation Reduction Act was a catalyst for a scramble to develop the sector.
- Brad Thompson
- Opinion
- Opinion
Glimpse of gold in path to critical minerals processing
Western Australia is confident of a bright future in the booming new area, but industry CEOs argue there should be much more government support to make this viable at scale.
- Jennifer Hewett
Liontown in talks with 12 banks to fund its $895m flagship project
The market anticipates that the lithium miner has a funding shortfall of close to $300 million as it tries to complete its $895 million Kathleen Valley project.
- Elouise Fowler and Peter Ker
Fortescue can save $800m a year with green investment
Electric fleets will help save FMG $800 million a year; cashed-up miners primed to pounce on M&A frenzy, Mineral Resources’ lithium boss tells the AFR Mining Summit. Follow updates here.
- Updated
- Hannah Wootton, Tess Bennett and Campbell Kwan