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- Jul 12, 2024
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This Month
Chinese rare earths giant looks to set up in Australia
Shenghe wants to expand into Australia despite strong government opposition to Chinese investment.
- Updated
- Brad Thompson
- Analysis
- Due diligence
Why M&A arb funds are sitting out ‘the trade of the year’
Sierra Rutile has caught the eye of London’s ‘most daring emerging markets fund’, a Sierra Leone mining contractor and a global commodities trader in a three-way bidding war.
- Jemima Whyte
Rod Carnegie: corporate giant felled at the final hurdle
Sir Rod Carnegie soared across the corporate sky in the ’70s and ’80s but was thwarted in his attempt to secure full Australian local control of mining giant CRA.
- Andrew Clark
June
Lynas to break China’s heavy rare earths stranglehold
The Amanda Lacaze-led miner will start producing two critical minerals that are essential to the US and its allies from next year.
- Brad Thompson
- Analysis
- Due diligence
Deterra’s big-ticket bet on lithium royalties faces tough reception
After years of being criticised for high costs and inaction, Iluka-backed Deterra Royalties has bid for Trident Royalties and is facing a backlash, again.
- Jemima Whyte
- Opinion
- Critical minerals
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
China-linked investors forced to offload Northern Minerals shares
Treasurer Jim Chalmers says the decision, based on Foreign Investment Review Board advice, was made to “protect our national interest”.
- Updated
- Elouise Fowler
- Opinion
- Chanticleer
Chalmers sell-down order adds to crazy tale of rare earths intrigue
Treasury orders forcing Chinese interests to sell shares in Northern Minerals comes as Australia faces hard questions on Chinese involvement in our critical minerals sector.
- James Thomson
May
China-linked entity ousts WA rare earths boss
Northern Minerals’ new executive chairman said the resignation of Nick Curtis created an “alignment” between shareholders and the board.
- Elouise Fowler
- Opinion
- Critical minerals
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
- Opinion
- Critical minerals
Albanese’s troubled critical minerals dream
The Albanese government has high hopes for much more downstream processing of critical minerals. But the numbers aren’t adding up. What can change that?
- Jennifer Hewett
Iluka boss calls out China’s infiltration of rare earths in Australia
Tom O’Leary says China is trying to extend its global dominance in rare earths by controlling assets in Australia and rigging prices.
- Updated
- Brad Thompson
March
- Opinion
- Rare earths
Australia bets big on rare earths after China sparks panic
Western governments want to break China’s stranglehold on the processing of rare earths into metals and magnets vital for modern living and defence. Australia is key to that. Can it work?
- Jennifer Hewett
February
- Opinion
- Critical minerals
Reality check for critical minerals, and for Canberra
Australia’s critical minerals ambitions have hit the ground as prices collapse. As nickel and lithium miners head to Canberra seeking help, the Albanese government is trying to figure out what, if anything, it should do.
- Jennifer Hewett
Iluka in talks for more taxpayer funding for rare earths refinery
Iluka Resources spells out strategic importance of its rare earths refinery with taxpayers again on the hook to support the critical minerals sector.
- Brad Thompson
December 2023
Blowouts hit taxpayer-backed rare earths refinery
Taxpayers may have to lend more than the $1.25b already pledged towards the WA refinery that aims to break China’s stranglehold on the supply of rare earths
- Peter Ker
November 2023
Rare earths rebuff for China-linked fund amid FIRB probe
The company has rejected an attempt by Chinese interests to gain access to its books and dump its executive chairman in a row over a rare earths project.
- Brad Thompson
US miner plotting Australian rare earths plant
New York-listed Tronox wants to build a rare earths separation plant in Australia at a time when Western nations are scrambling to break China’s stranglehold.
- Peter Ker
Chalmers enters into Northern Minerals rare earths row
Australia is talking tough in an escalating dispute over Chinese attempts to maintain a monopoly on the supply of materials essential in defence and other industries.
- Brad Thompson, Andrew Tillett and Elouise Fowler
October 2023
- Opinion
- Critical minerals
Critical minerals plan less work in progress than idea in germination
The Albanese government is keen to promote critical minerals and US cooperation as key to the energy transition and green manufacturing jobs.
- Jennifer Hewett