Category: Economics & Commodity Prices

Demand for green lithium is set to surge but the market’s inability to price its environmental value threatens investment in the technology and capacity needed to decarbonise production, according to Tianqi Lithium.

Copper contributed more than half of BHP’s (ASX: BHP) underlying EBITDA in FY26, with the commodity’s earnings surpassing iron ore for the first time in the company’s history, despite a 3% decline in total copper production.

The Middle East conflict has had a far more contained impact on the global metals and mining markets than originally predicted, according to a new Wood Mackenzie report.

Liontown (ASX: LTR) is one step closer to achieving its ore mining run-rate target after achieving a record 3316m of underground development during Q4.

Westgold Resources (ASX: WGX) produced a record 387,354oz of gold in FY26, coming in at the top end of its guidance range.

Company tax and royalty revenue from the Australian minerals sector declined in FY24 and are expected to reduce further in coming years, according to the Minerals Council of Australia (MCA).

Electricity generation costs in the National Electricity Market (NEM) are expected to fall in the near term, as lower-cost batteries begin to compete with traditional gas-fired power generation.

WA’s main power system is forecast to have enough capacity to meet demand until FY29, but further investment will be needed as coal-fired generation exits the system, according to the Australian Energy Market Operator (AEMO).

The Queensland Resources Council’s (QRC) latest State of the Sector report has revealed a widening gap between production and declining business confidence across the state’s resources industry.

More than 32GW of planned data centre capacity, across more than 1150 projects, is reshaping how power grids accommodate large electricity users across the Asia-Pacific, according to Wood Mackenzie.

The Federal Government’s proposed Domestic Supply Obligation (DSO) framework risks increasing investment uncertainty at a critical time for Australia’s energy sector, according to a new report by Wood Mackenzie.