This Month
- Opinion
- Jim Chalmers
Crackdown on Chinese investors a cautionary tale
Small critical minerals companies are caught up in the midst of a geopolitical struggle between China and the West. Northern Minerals is the latest example.
- Jennifer Hewett
The ASX’s hottest critical minerals stock seesaws on drilling results
WA1’s market capitalisation was just $9 million in early 2022 but has soared to $1.37 billion after it disclosed more information about its promising discovery.
- Peter Ker
May
EU critical minerals deal a boost for ‘green premium’ nickel
A new MoU between Australia and the European Union will smooth the way for investment in resources projects.
- Andrew Tillett
- Opinion
- Opinion
Why Dutton risks losing WA sentiment
Peter Dutton’s rejection of production tax credits for critical minerals processing is risking support in several must-win seats in Western Australia.
- Updated
- Jennifer Hewett
Readers back production tax credits, wary of immigration cuts
Most readers of The Australian Financial Review support the Albanese government’s production tax credits, but less than a third back his immigration cuts designed to tackle the housing crisis.
- Updated
- Gus McCubbing
Lithium giant says Chinese partners should have access to tax credits
IGO’s Ivan Vella says Chinese investors who pioneered Australian critical minerals processing have earned the right to be included in Labor’s incentives.
- Brad Thompson
- Opinion
- Chanticleer
The Anglo mine BHP craves explains why a deal boom is coming
Investors expect the growing demand for copper and the surging costs of building new mines will spark a frenzy of big mining deals, regardless of the outcome.
- James Thomson
- Opinion
- China
Critical mineral miners chase China’s tail
The sector has welcomed the 10 per cent production tax credits but the big question is where the additional investment to fund growth will come from.
- Jennifer Hewett
- Opinion
- Chanticleer
Big China question hangs over Australia’s critical minerals sector
Geopolitical tensions between China and the West loom large over Australia’s critical minerals industry, and there are no easy answers.
- James Thomson
Big miners split with smaller peers over tax credit ‘white elephants’
Minerals Council chief executive Tania Constable says the government should limit access to the $13.7 billion production tax credit to avoid funding unviable projects.
- Peter Ker
Inside the most promising critical minerals discovery in years
WA1 Resources has enjoyed a 108-fold increase in share price since floating in 2022 thanks to a discovery near the tiny remote community of Kiwirrkurra in WA.
- Peter Ker
- Opinion
- The AFR View
From euphoria to subsidies to kick-start the next great mining hopes
An Australian mining industry more used to being threatened by super-profit tax raids is being offered handouts to kick-start its way into the low carbon era.
- The AFR View
Lithium miners plead ‘foreign entity’ case to US over China links
Lithium miners like Mineral Resources reckon it would be counter-intuitive for their Australian mines to be labelled ‘foreign entities of concern’ by the US.
- Updated
- Peter Ker
Lithium miners shake up trading to tackle wild price swings
Mining companies are changing the way lithium is bought and sold in an effort to curb volatility and get some industry-wide pricing.
- Annie Lee and Yvonne Yue Li
- Opinion
- Opinion
Why WA loves the critical minerals budget boost
Peter Dutton’s refusal to endorse Labor’s plan for production tax credits for critical minerals processing and green hydrogen won’t make him popular in must-win seats in Western Australia.
- Jennifer Hewett
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.
- Elouise Fowler
- Analysis
- Analysis
China-US clean energy trade war could get dirty
History suggests Beijing will reply in kind and lift tariffs on a range of American exports, which will raise the stakes once again in their long-running tit-for-tat tussle.
- Jessica Sier
How the west’s miners won over Canberra
The production tax credits on critical minerals processing unveiled in the federal budget were the result of months of careful negotiations that started with a meeting in Perth.
- Brad Thompson
- Opinion
- Federal budget
It’s right for Australia to join the critical minerals subsidy rush
The scepticism about government interventions is understandable. But this time, they are creating new industries of immense value.
- Warren Pearce
New US tariffs on China could help Australian critical minerals
It’s not just the federal budget that could boost Australia’s critical minerals exports, but also a new round of US tariffs on Chinese imports.
- Updated
- Matthew Cranston and Andrew Tillett
