NewsBite

Brad Thompson

September

Olam and LDC are locked in takeover battle for Namoi Cotton, the world’s sixth-targest producer.

Competition watchdog dissects Namoi takeover

Undertakings provided by Singapore’s Olam may be insufficient to approve a takeover of Namoi Cotton, the Australian Competition and Consumer Commission says. .

NSW farmer Lisa Minogue says it is frustrating that government policy poses one of the biggest threats to the industry.

Farmers rate Labor policies as bigger threat than extreme weather

Farmers say their greatest challenges are adverse political and regulatory decisions, closely followed by price volatility and extreme weather events.

Nicola Forrest and John Hartman at the site of the Uungula wind farm near Wellington in NSW.

Hartman exit leaves separated Forrests occupying Tattarang board

The longest surviving member of the Forrest inner circle, John Hartman, has left the board of the private company that holds most of the couple’s combined fortune.

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South32 to reap $243m from Biden’s battery spending spree

South32 has joined mining minnow Element 25 as a major beneficiary of the Biden administration’s efforts to create a supply chain independent of China.

Prime Minister Anthony Albanese has arrived in Delaware for the Quad summit.

Biden hands $243m to WA mining minnow Element 25

The US had agreed to fund the lion’s share of a $440 million manganese refinery for Element 25 on the eve of talks between Joe Biden and Anthony Albanese.

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Arcadium  Lithium chief executive Paul Graves says it doesn’t make sense to invest in Australia ahead of options in Canada and Argentina.

ASX-listed lithium giant Arcadium turns its back on Australia

The company had flagged aggressively expanding domestically. Now it says it may sell its Mt Cattlin operation and will prioritise its Canadian and Argentine assets.

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The Waitsia gas project in Western Australia is currently the only onshore venture in the state allowed to export gas.

WA opens narrow window for onshore gas exports

The Cook government’s revised policy may not be enough to achieve the aims of encouraging more gas exploration and development, some commentators say.

The first stage of BHP’s Jansen potash mine in Saskatchewan is scheduled to start production in 2026.

Potash market collapse raises questions about BHP’s $16b bet

Economists at Rabobank say the global market for the key fertiliser ingredient is oversupplied and prices will continue to fall.

Pilbara Minerals chief Dale  Henderson is a competitive beast.

Meet the lithium high-climber taking on the short sellers

Pilbara Minerals CEO Dale Henderson thrives on a challenge and hard work, and is willing to tackle everything from Chinese lithium buyers to Himalayan mountains.

The BHP workers’ village atatched to the South Flank mine built at a cost of $US3.6 billion.

Union wants BHP to pay $10,000 annual bonuses to iron ore workers

The $10,000 retention bonus is part of a log of claims presented to BHP on Wednesday as unions seek to retake the Pilbara.

MinRes calls bottom on lithium as price pain spreads to China

Lithium stocks have bounced as rock-bottom prices finally take their toll on one of China’s biggest integrated miners and battery makers.

Mineral Resources boss Chris Ellison.

MinRes slashes worker conditions as it pockets $1.1b from asset sale

FIRB approval clears way for MinRes to sell down its stake in Onslow Iron haul road as it cuts costs with big changes to worker rosters.

Greg Lilleyman is standing down as a director of Global Lithium.

Global Lithium directors quit board averting fiery vote

Global Lithium directors Greg Lilleyman and Hayley Lawrance will resign as non-executive directors ahead of a contested shareholder vote to oust them.

Mineral Resources is investigating the cause of two truck rollovers at its Onslow Iron operations.

MinRes investigates jumbo iron ore road train rollovers

Chris Ellison’s Mineral Resources has been hit by two rollovers of fully loaded iron ore road trains as it races to finish a dedicated haul road.

Treasurer Jim Chalmers has already intervened twice in the ownership of Northern Minerals.

Mystery investor raises questions about Northern Minerals divestment

Labor forced the miner’s largest investor, a China-linked fund, to sell its shares. A Hong Kong-registered firm with almost no corporate history bought up.

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Association of Mining and Exploration Companies chief executive Warren Pearce.

Changes to mining rule book ‘would not have helped Regis investors’

Mining industry figures discuss rationale behind the proposed ESG amendments in light of the shock Indigenous heritage ruling that derailed the $1 billion project.

August

Austal chief executive Paddy Gregg in Sydney with one of ships his company has built.

Austal heads to debt markets to fund $440m US expansion plans

The only ASX-listed defence shipbuilder needs to finance big growth in Alabama shipyards, where it has a multi-billion dollar order from the US Navy.

Mineral Resources managing director  Chris Ellison.

Mining billionaire Chris Ellison bemoans ‘s---tiest time’ to be boss

No one is making money in lithium and every job is under scrutiny, warned the Mineral Resources boss who lamented “it’s not a fun time” to be in business.

Mineral Resources managing director Chris Ellison.

Mineral Resources ditches dividend for first time in a decade

Chris Ellison-led MinRes says it will defer expansion projects and focus on cost reduction after ending the financial year with net debt of almost $4.43 billion.

The Austal-built USS Canberra at its shipyards in Mobile, Alabama.

Austal fights to keep US Navy work after $35m fraud penalty

The Australian defence contractor accepted a $US24 million fine in a plea deal to avoid criminal prosecution after a long-running American investigation.

Original URL: https://www.afr.com/by/brad-thompson-gyvn7t