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Further Analysis & Commentary
Liontown’s Lithium: Underground Mining Signals a New Era for Australian Battery Metals
Liontown Resources has commenced underground lithium mining at its Kathleen Valley project in Western Australia, marking a significant shift in…
LNG Floor, Oil Rebound: What It Means For Australia
LNG - A higher trough, not blue-sky MST Marquee argues that spot LNG prices are unlikely to fall below US$6-US$6/mmbtu…
ASX Metals Rally: Copper and Gold Carry The Index as Tech Slips
ASX metals rally outlook: The S&P/ASX 200 pushed to a fresh intraday high near 9020 before easing to a modest…
Australian Energy Market: OPEC+ Steady, Oil firm; Woodside Approval
Oil's bid held after OPEC+ opted for a modest 137,000 b/d production increase for November, matching Octobers step-up, which eased…
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Monthly Investor Memo
September 2025