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Critical minerals

This Month

Ken MacKenzie leaves BHP with the miner in very strong shape.

‘We’re going to miss the boat’: departing BHP chair’s warning for Australia

Ken MacKenzie leaves with the miner in a state of relatively rare stability. But he fears Australia is failing to seize its next big opportunity.

March

Nystar runs two smelters in Australia, one in Hobart and another in South Australia.

Trafigura puts Australian metal processing operations under review

In an interview, the trading house’s chief executive, Richard Holtum, said “uncompetitive” assets should be at least part owned by the government.

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Junior miners fearful after Chalmers ends tax break

The Treasurer did not extend tax perks for mineral exploration that have existed for the past seven years.

The Trump administration’s establishment of the National Energy Dominance Council is a central pillar of the US strategic outlook.

Australia should look to uranium as a chance to dodge Trump’s tariffs

Developing processing of the nuclear fuel with American firms would address US national security concerns and also attract significant interest from Japan, Korea and Taiwan.

Tianqi lithium processing plant at Kwinana.

Australia’s lithium dream is fading. Can tax breaks revive it?

The prime minister believes he can revive hopes of turning Australia into a minerals processing powerhouse. Is this anything other than wishful thinking?

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Inside Duncan Saville’s billion-dollar Bermuda Triangle

A decade after the ATO hit the reclusive Australian investor with a $189 million tax bill and savaged his character, Canberra is rolling out the red carpet.

Lynas’s Mount Weld rare earth project in Western Australia.

Reality bites critical-minerals hopes

Australia’s ambition of processing critical minerals is still mostly a dream, and one that won’t persuade Donald Trump to withhold tariffs on our exports.

Former Perth Glory owner Tony Sage, before the club’s finances went downhill.

This Perth entrepreneur is surfing the Trump wave

Barely two years ago Tony Sage hit a low, losing control of Perth Glory soccer club. Now, thanks to Trump, he’s facing an open goal in Greenland and Ukraine.

Andrew Ellison, Chris Ellison’s brother, at the Resource Development Group annual meeting last year.

Ellison-run garnet mine faces punishment over unsanctioned development

The Lucky Bay operations are already behind schedule, with WA officials finding six evaporation ponds were built without permission from authorities.

Quinbrook managing partner David Scaysbrook.

Quinbrook plots $3.5b investment in giant batteries

Managing partner David Scaysbrook says cutting the cost of round-the-clock renewable power was key to Australia delivering on its “green superpower” ambition.

Virgin’s deal with Qatar seems to leave Singapore Airlines in the cold.

Questions for Virgin investors in Qatar deal

Readers’ letters on what the tie-up means for future shareholders, the ANZUS pact, Ukraine’s critical minerals, Donald Trump pausing military aid, sustainable investment, and Clive Palmer’s election ads

Jervois cobalt operations in the US state of Idaho

Shareholders sue to stop ‘rushed’ bankruptcy of cobalt miner Jervois

Two small shareholders are suing collapsed cobalt miner Jervois Global in a Texas court to halt a winding up that will erase hundreds of millions of dollars of investor capital.

February

The Ukrainian president said he wants to hear directly from Trump whether the US plans to halt military aid.

Zelensky to meet Trump on ‘very big’ minerals deal

Ukraine’s president said he needed to speak with Donald Trump about the details, while Donald Trump said the US would not give Ukraine guarantees “beyond very much”.

Lynas Rare Earths’ processing plant in Kalgoorlie. The miner is the biggest producer of rare earths outside China.

Lynas profit collapses as China keeps lid on rare earths prices

The development comes despite efforts by Western governments to broaden the global supply of critical minerals.

Scott Bessent and Volodymyr Zelensky during talks in Kyiv earlier this month.

US says revenue from minerals deal will fuel Ukraine’s postwar growth

Scott Bessent says the country’s revenue from “natural resources, infrastructure and other assets” would be “allocated to a fund focused on the long-term reconstruction”.

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Andrew Forrest is not the only Australian billionaire taking a strategic position in rare earths.

Andrew Forrest takes control of rare earths mine, magnet maker

While his flagship company Fortescue retreats from hydrogen, Andrew Forrest’s private company has taken control of some rare earths mining and processing assets.

 Iluka Resources has $1.65 billion worth of government loans to build a rare earths refinery using its stockpile from its minerals sands operations

Australia still betting on rare earths

The Albanese government hoped for a new resources boom in new critical minerals projects and processing. There’s been a hard reckoning since, but the dream still lives for Iluka Resources and others.

Ukraine’s President Volodymyr Zelensky during a meeting with US Treasury Secretary (unseen) in Kyiv to discuss a rare-minerals-for-security deal.

Ukraine rejects audacious Trump demand for half its mineral wealth

The Ukrainian president has rejected the US bid and is trying to negotiate a better deal that includes security guarantees against Russia.

Global Lithium Resources has two WA operations, including its Manna project near Kalgoorlie.

Board drama as Global Lithium succumbs to ‘Chinese’ takeover

New leadership denies claims of covert foreign influence over the WA-based critical minerals group.

BP’s decision to hit pause on turning Kwinana into a clean energy hub is a wake-up call for Western Australia.

BP’s Kwinana pause shows WA risks being left behind in renewables race

We should be leading the energy transition, but instead we’re stalled by slow approvals, political gridlock and a lack of urgency.

Original URL: https://www.afr.com/topic/critical-minerals-1nus