Trends & Themes

Liontown Resources Sees Rising Chinese Demand as Lithium Prices Rebound

Supply disruptions from Africa and a recovering lithium market are placing Australian producers like Liontown in a stronger position.

Dian Nel
6 Min Read

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Further Analysis & Commentary

Trump Tariffs Supreme Court Ruling, What It Means for ASX Investors

Introduction The Trump tariffs Supreme Court ruling has reshaped the global trade narrative. In a 6 to 3 decision, the…

ASX Materials Sector Analysis 2026 Outlook, Supercycle Reload or Late Cycle Peak?

Introduction The ASX Materials Sector Analysis 2026 Outlook begins with a simple reality. Materials dominated Australian equities in 2025. The…

Is the ASX Dead or Evolving? Public Markets vs Private Capital in 2026

Introduction Debate is intensifying around the future of Australia’s public markets. With 92 new listings and $126.4 billion in capital…

ASX Resources vs Housing in 2026: Where Investors Should Position

The ASX is being pulled in two directions right now. On one side, resource stocks are benefiting from strong commodity…

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