Yesterday
Orica prepares for end of thermal coal with $559m software firm buy
The explosives and mining services group is pivoting its business to focus on new mines needed to the transition away from fossil fuels, and on infrastructure.
- Elouise Fowler
This Month
Ellison backs legal fight linked to Bald Hill lithium mine
Mineral Resources boss Chris Ellison has put his hand up to join the board of Singapore-listed Alita Resources if a push to dump McGrathNicol as liquidators succeeds.
- Brad Thompson
- Opinion
- Chanticleer
Rinehart walks the talk with $1.7b lithium buy
Gina Rinehart’s Hancock Prospecting has been in a few lithium scraps, but has invested more in the sector than most this year. Azure Minerals is significant.
- Anthony Macdonald
Rinehart joins forces with lithium giant SQM in $1.7b Azure bid
Gina Rinehart has thrashed out a partnership that delivers part of her ambitions to become a major lithium player in her home state of Western Australia.
- Updated
- Brad Thompson
Lithium heavyweights on cusp of sealing Azure partnership
The battle for control of lithium explorer Azure Minerals is expected to become clearer this week as major investors get close to a cooperation pact.
- Peter Ker
Allkem lithium merger splits pension funds
An $11 billion merger of Livent and Allkem is on track to secure the requisite shareholder support on Tuesday even though AustralianSuper is expected to oppose.
- Peter Ker and Joanne Tran
Struggling nickel sector ‘disappointed’ by critical minerals snub
Nickel bosses are dismayed at being left off the Albanese government’s critical minerals list when low prices have imperilled hundreds of jobs.
- Peter Ker and Brad Thompson
- Opinion
- The AFR View
Rinehart’s common sense crucial to green mining transition
Policy-makers need to heed the calls by two prominent female resource sector leaders not to hobble the upstream mining sector on which the nation’s prosperity rests.
- The AFR View
Rinehart calls for tax cuts, criticises renewables and ‘eyesore’ solar panels
Gina Rinehart, named The Australian Financial Review Business Person of the Year, demanded a cut to taxes, while Boris Johnson spoke in defence of Donald Trump.
- Edmund Tadros and Maxim Shanahan
Gina Rinehart looks to life beyond the rivers of cash from iron ore
The mining magnate, crowned The Australian Financial Review Business Person of the Year, is recognised for the role she has played in shaping Australia’s economy.
- Brad Thompson
We’re voting against Allkem’s $16b merger with Livent, Ausbil says
The major fund management has made it clear that it believes the proposed ownership ratio doesn’t reflect the nature and the size of the ASX-listed group.
- Sarah Thompson, Kanika Sood and Emma Rapaport
IGO warns of another write-down amid job losses at nickel project
The company has started shedding workers at its troubled Cosmos nickel project.
- Brad Thompson
- Opinion
- Chanticleer
True believers bailing on IGO’s lithium vision
Investor sentiment towards IGO is sliding with the lithium price and the new CEO faces a big test.
- Anthony Macdonald
Rio appoints new battery materials boss with lithium in limbo
Elias Scafidas will run the company’s push into the resource, spread across five continents, after working on copper and iron ore joint ventures in Mongolia and Guinea.
- Brad Thompson
Allkem’s Aussie lithium will go to China despite IRA riches
The Mt Cattlin mine in Western Australia could in theory qualify for US subsidies, but its owner will keep shipping to China.
- Peter Ker
Why this fundie is sticking with one of ASX’s most shorted stocks
Apostle portfolio manager Kylie Parkyn still owns Core Lithium despite its negative returns this season, and says there is still a lot of value to be found in the lithium space.
- Updated
- Joanne Tran
Chinese lithium stocks surge, lifting hope rout almost done
China’s two biggest producers – Tianqi Lithium Corp and Ganfeng Lithium Group Co – closed up 6.5 per cent and 7 per cent in Hong Kong.
- Bloomberg News
10 resources stocks tipped as 2024 takeover targets
The lithium and gold takeover blitz of 2023 could be repeated in 2024, analysts say.
- Tom Richardson
Hedge funds ‘pretty brave’ to short Pilbara Minerals, says CEO
The chief executive of the market’s most shorted stock says hedge funds could get caught out by a swift reversal in the lithium price.
- Jonathan Shapiro
- Opinion
- Mining
How Argentina’s Javier Milei looks set to undercut Australian lithium
The president-elect’s country holds 21 per cent of the world’s proven reserves. It is today producing just 6 per cent of supply. This is about to change.
- Ambrose Evans-Pritchard
