This Month
White House pushed Australian lithium player to sell claim to US firm
The Trump administration urged explorer AVZ Minerals to divest its stake in the Manono project in Congo to an American buyer.
Lithium refinery shuts in another blow to ‘Made in Australia’
US lithium giant Albemarle will shut its Kemerton refinery in a fresh setback to the Albanese government’s plan to add value to local minerals.
Lithium boss urges West to instate price floor after landmark deal
Lithium miners have been buoyed by a deal with a guaranteed price of US$1000 per tonne, the first agreement of its kind by a local critical minerals producer.
Brisbane critical minerals prospect eyes $1b valuation in ASX float
RZ Resources was named by the White House as one of several major future suppliers of the in-demand commodity. It has hired Bell Potter as it prepares to list.
Gold miners rush to join the large caps, pushing out blue chip names
At least four gold producers are set to reach the ASX 100 next month, forcing large and small-cap fund managers to revisit their portfolios.
Washington pitched a ‘critical minerals club’. Now allies must step up
The US is impatient for a plan to break China’s stranglehold on the supply of critical minerals. This week may mark the beginning of a breakthrough.
Kalgoorlie nickel and cobalt play in line for $1b government loan
Ardea Resources has secured interest from officials in Washington and Canberra as the Trump administration works on securing supplies of critical minerals.
Vance pitches critical mineral price floors to counter China
At a meeting with foreign allies, the vice president urged them to lock in co-ordinated trade rules that would offer price guarantees for new sources of minerals.
‘Not helpful’: Australia against tariffs on China minerals, says King
Washington is mulling price guarantees and tariff carve-outs for allies that sign up to a market aimed at breaking China’s grip on critical minerals production.
Investors rush into ASX-listed rare earths amid Trump stockpile plan
A string of commodities hopefuls and producers saw shares rise on Tuesday after the White House unveiled a $17 billion fund to reduce reliance on China.
Trump unveils $17b critical minerals reserve to counter China
The creation of an emergency stockpile of rare earths and critical minerals is a first for the US private sector and includes players such as GE and Boeing.
This fundie struck gold last year. Now he’s after the next 10-bagger
Lowell Resources Funds’ John Forwood won big on commodities in 2025. Now he’s got an eye on rare earths hopefuls as he tries to replicate those outsize gains.
January
Billionaire Latimore prepares to hit the Nasdaq with new minerals play
The Brisbane-based businessman has partnered with Sydney stockbroker Stephen Silver to bring a blank cheque critical minerals vehicle to the New York market.
US pressures allies to break China’s hold on rare earths
Resources Minister Madeleine King has been invited to a meeting in the US capital to hammer out ways to loosen Beijing’s grip on critical minerals.
Bikies, drugs and heists: Why miners love the WA police ‘Gold Squad’
Mining companies pay $390,000 a year to fund the gold stealing detection unit. Criminals, attracted by record gold prices, are keeping its detectives busy.
Labor targets $10.8b fuel tax credit scheme
An influential grassroots Labor group has launched a national campaign in a bid to push the Albanese government to curtail the lucrative rebate for miners.
Floor falls out: Rare earth stocks sink as US cools on price supports
The Albanese government is pushing ahead with plans for a rare earths floor price, despite signs the US government may offer the incentive to just one miner.
Taxpayers sell Liontown shares into lithium price rally
The federal agency that bought $50 million worth of Liontown shares last year has taken profits as it prepares to buy $75 million worth of shares in another resource stock.
Rudd’s replacement is no political animal. That’s a good thing
Many believe the role of US ambassador requires a sharp politician, but Greg Moriarty is the technocrat that Australia needs to meet the challenges of the times.
Mark Johnson-chaired Dateline launches cash call; Shaws on hand
Dateline is exploring for gold and critical minerals in California, in an area that neighbours the Mountain Pass project of MP Materials, America’s largest rare earths producer.
