Global Markets
Rio Strategy Reset Signals a Leaner, Cash-Focused Future Under Simon Trott
A streamlined portfolio and tighter capital discipline mark the start of a new era for one of the world's biggest miners.
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Further Analysis & Commentary
EV Market Competition: BYD Hits a Speed Bump
BYD Co., the worlds largest EV maker by sales, reported its first monthly decline in shipments in more than 18…
U.S. Government Shutdown: Duration Matters More Than Drama
The U.S. federal government shut down at 12:01am on Oct 1 after competing funding bills failed in the Senate. With…
China Halts BHP Iron-Ore Cargoes: What It Means for ASX Miners
China Pulls the Plug on BHP Cargoes China bans BHP iron ore cargoes in a pricing dispute as Bloomberg (via…
Australia’s Copper Ambitions Intensify Amid Global Supply Shocks
The recent catastrophic mudslide at Freeport-McMoRan’s Grasberg mine in Indonesia has sent shockwaves through the global copper market. This incident,…
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Monthly Investor Memo
September 2025