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Critical minerals

Yesterday

Ayatollah Ali Khamenei, the leader of Iran.

Iran leader vows not to surrender as Israel pounds nuclear facility

In his first public comments since hostilities recommenced, Iranian leader Ali Khamenel rejected US president Donald Trump’s demand for “unconditional surrender”. Follow updates live

This Month

Critical minerals IPO stars return with copper float

The mineral exploration syndicate behind the incredible success of WA1 Resources is back with new float Tali Resources.

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Australian mining exploration falls to four-year low

Exploration spending fell to $643.52 million in the March quarter, as a sharp fall in lithium and nickel prices discouraged activity.

Anthony Albanese will try and convince Trump to drop tariffs in return for a guaranteed supply of critical minerals

Albanese has one weapon in tariff talks: the periodic table

Convincing Trump that Australia can guarantee a reliable supply of critical minerals remains Albanese’s best option of securing a tariff exemption.

BHP considers return to nickel business with ultra-cheap mine project

The resources giant shut down local production of the commodity in the face of a surge in low-cost Indonesian production backed by Chinese investment last year.

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The South-East Asians say they do not want to choose between the United States and China.

Trump concedes Xi ‘extremely hard to make a deal with’

Ties between the superpowers are strained despite their trade truce, including over China’s slow approval of export controls for rare earth minerals.

The production line at a VW factory in Dresden.

Global factory shutdown warnings over China’s rare earth ban

German carmakers became the latest to warn China’s export restrictions threaten to halt production and rattle their economies as China-US trade tensions rise.

May

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Next Rio Tinto chief urged to extend push to ‘challenging’ frontiers

Rio Tinto is facing a hostile government in Mongolia and a military junta in Guinea, but this vocal shareholder wants the frontier push to continue.

Madeleine King says Australia cannot pretend trade is fair and open when it comes to rare earths.

Australia ready to play dirty against China’s rare earths manipulation

We usually fly the flag for free trade, but the critical minerals reserve suggests the Albanese government is prepared to manipulate as well.

Ivanhoe Atlantic president and chief executive Bronwyn Barnes at the Mining Summit at the Ritz Carlton in Perth on Wednesday.

Ivanhoe lobbies US to add iron ore to critical minerals list

The company’s chief executive, Bronwyn Barnes, says the highest-quality ore should be secure because of its uses in manufacturing military hardware.

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The energy transition will fail without more mines

Our scorecard for the government must include whether initiatives ensure more critical minerals projects come online, faster, and without cutting corners.

Lithium-rich brine is pumped into evaporation ponds in Chile.

Rio Tinto strikes $1.4b Chilean lithium deal with Codelco

The company will invest in the Salar de Maricunga project as it focuses on reducing its dependence on iron ore.

Tim Goyder’s wife, Linda, had some personal financial needs.

Goyder’s personal needs can’t wait for Liontown

If the lithium miner is so undervalued, why is the chairman’s wife’s selling off as soon as the share price jumps?

Gerard Barron, chief executive of The Metals Company.

Meet the scrappy Queenslander who convinced Trump to mine the sea

From a dairy farm to Washington’s corridors of power, Australian entrepreneur Gerard Barron is driving America’s charge into controversial deep-sea mining.

April

Amanda Lacaze, Lynas Rare Earths CEO, and federal Resources Minister Madeleine King.

Resources minister hits back at Lynas criticism

Madeleine King has hit back at criticism from Lynas chief executive Amanda Lacaze over plans to create a critical minerals stockpile.

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From left: Delta managing director James Croser, chairman Nader El Sayed, and non-executive director Josh Thurlow.

Gina Rinehart-backed Delta Lithium to spin out WA gold mine

The junior explorer will separate its gold assets into Ballard Mining and launch an IPO to take advantage of astronomical demand.

Amanda Lacaze, CEO Lynas Rare Earths.

Lynas blasts Labor over critical minerals stockpile plan

Lynas CEO Amanda Lacaze has warned Labor’s critical minerals stockpile will be counterproductive and may damage Australia’s only rare earths producer.

Trump and zelensky

Trump’s plan to seize Ukraine’s minerals is a strategic debacle

The West just has to wait a little, tighten the screws at the right moment, and Putin will be forced to the table on our terms. Instead, Trump offers him a real estate joint venture.

Deep-sea mining exploration.

New battleground in critical minerals race is on Australia’s doorstep

The US under Donald Trump sees the ocean floor as a new frontier, making the Pacific Ocean’s mineral-rich seabed a new strategic flashpoint.

Greenpeace activists confront a deep sea mining vessel off the coast of Manzanillo, Mexico.

Trump moves to ramp up deep-sea mining for critical minerals

The US president signed an executive order to speed up permits for ocean mining to boost the supply of critical resources largely controlled by China.

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