China–BHP impasse lifts iron ore
A stalemate between China’s state iron ore buyer and BHP is reshaping supply flows into the world’s biggest steel market, while also helping stabilise prices during a softer demand period.
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Caladão project targets global supply
Axel REE is moving rapidly to expand its Caladão project in Brazil’s Lithium Valley, with the commencement of a mineral resource estimate (MRE) at Area B.
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Copper demand set to soar amid supply crunch
Copper, the backbone of electrification, is essential for global decarbonisation, with Wood Mackenzie warning of a growing supply-demand gap.
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PLS powers ahead on lithium momentum
PLS shares have surged more than 19 per cent in the past five trading days and are up more than 78 per cent year-to-date as the lithium producer benefits from greater demand for spodumene.
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AI boom sparks new hope for coal
A surge in electricity demand in the US being driven by artificial intelligence (AI) data centres is reshaping the outlook for coal-fired generation and could spark a ripple effect for Australian coal producers.
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Iltani unearths hidden silver potential
Drilling 450m north of its known resource, Iltani Resources may have uncovered a new chapter in its Orient silver-indium project story.
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Pilbara rail enters the electric era with BHP
BHP has deployed the Australia’s first battery-electric locomotives, a move aimed at unlocking long-term productivity improvements and supporting its broader decarbonisation strategy in the Pilbara.
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Larvotto revives historic mining area
Larvotto Resources is resurrecting one of New South Wales’ historic antimony-gold mines, with its maiden diamond drilling program at the Freehold prospect delivering high-grade results that hint at a major revival.
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Critical minerals deal boosts Astron
Astron’s Donald project in Victoria is emerging as a major source of critical minerals for aerospace, defence, and renewable energy industries, benefiting from the recent Australia–US critical minerals pact.
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Aussie gold rallies
Australia’s gold sector shone in 2025-26 (FY26), as prices surged and producers like Northern Star, Capricorn and Regis outperformed.
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