December 2019
- Exclusive
- Climate policy
Invest now to beat climate change, says departing BHP CEO
Andrew Mackenzie says Australia is juggling the climate trade-offs - between economic and political costs of acting too late or too early - 'quite well'.
- Opinion
- Mining
Stretched to the limit of my emotions: Andrew Mackenzie
In his final Australian interview as BHP's CEO, Andrew Mackenzie reflects on the pressures of final authority, the necessity of the profit motive and a post-BHP working life.
- Opinion
- Ports
Melbourne's port plan contains disruptor
Why should our customers pay for infrastructure that will only make our competitors stronger, asks the best performed waterfront disruptor.
- Opinion
- Business investment
Resources sector back to work on investment
The mining investment drought has troughed and the recovery has started, according to the official government forecaster.
- Opinion
- Iron ore
An iron ore reward for Treasury
A survey of Chinese steel operators predicts the strength of the iron ore market will sustain through 2020, delivering unanticipated bounty to the government's withered surplus.
- Opinion
- Ports
Newcastle's port takes the Aurizon track
The ACCC says the operator of the world's biggest coal port is expressing the power of an unregulated monopoly in trying to lure customers into long-term deals ahead of a legal challenge to a new pricing regime.
- Opinion
- Paris Agreement
BHP gives climate ultimatum to mining lobby 'outliers'
BHP's has warned it will dump its membership of four organisations that fall short of the miner’s new bottom line for climate policy alignment, writes Matthews Stevens.
- Opinion
- Mining
Rio's paradox: Bad is bad, and so is good
Decisions in Australia and Mongolia deliver Rio Tinto one of those days where even claimed successes look for all the world like setbacks.
The man behind the BHP productivity laser
2019 brought a glimpse of the real Andrew Mackenzie as BHP's chief executive decided to grasp the stinging nettle of 'social value'.
- Opinion
- Gas
AGL puts arms around NT gas
Central Petroleum has finally found a replacement for foundation customer Incitec Pivot, but while the deal reminds us that the east coast gas crisis may have tempered, its root causes linger.
- Opinion
- Gas
Project Atlas maps a solution for east coast gas crisis
Senex boss Ian Davies has delivered early proof that the Queensland government's novel gas reservation scheme is much more than a political sugar hit.
- Opinion
- Ports
'Perfect storm' drives stevedore's fee push
Qube Holdings boss Maurice James has hit back in the waterfront war over who should pay the bill for local port privatisation and the structural change of the international shipping industry.
- Opinion
- Climate policy
Rio's green aluminium isn't carbon free
Alcoa and Rio Tinto have made their first shipment of climate-friendly aluminium. But claims they're selling "carbon-free" metal just don't stack up.
- Opinion
- Mining
Investors maul Whitehaven after downgrade
Australia's regional coal specialist was caught short of production guidance by drought, fire and a shortage of truck drivers.
- Opinion
- Mining
Glasenberg flags exit, but only when he's ready
With his strategy embedded and a succession plan evolving, Glencore's CEO predicts a bright future for coal and says he will stand aside only when he knows the next generation is ready.
- Opinion
- Gas
Chipper Gallagher profits from thinking time
With their production outlook bolstered, growth options defined and reputation recovered, Santos management has been gifted with time to reimagine how a wealth of legacy assets can generate new value.
- Opinion
- Ports
Waterfront fee wars gather pace
Truckers fume as the new force on Melbourne's docklands pushes its terminal access fee through the $100 barrier and beyond.
- Opinion
- Energy
Price of LNG supply security hits $US20b
An enduring recession in regional spot gas prices will could refuel momentum for reform of the way contract LNG shipments are priced.
November 2019
- Opinion
- Mining
OZ Minerals latches onto Brazil's whale
Andrew Cole's copper strategy in Brazil revolves around the idea that small and rich can be a beautiful thing. He has now been joined in that view by Vale.
- Opinion
- Mining
Rio redrafts Team Simandou
Guinea's decision to invite China Inc to rebuild momentum at Simandou could recover options for Rio Tinto but trigger longer-term risk for the wider Australian iron ore sector.