Materials & Mining
A Case Against Royalties And For A Resource Rent Tax
Royalties tax production. Resource rent taxes tax profits. The distinction may determine how much value Australians receive from their natural resources.
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Further Analysis & Commentary
Iron Ore Tensions Rise as China Pushes for a Bigger Share of Mining Profits
TL;DR China is increasing pressure on Australia’s biggest iron ore miners as Beijing pushes for a greater share of the…
BHP vs Rio Tinto: Which Mining Giant Fits Better in a Portfolio?
Two mining giants, two very different portfolio roles BHP and Rio Tinto still sit near the top of the global…
The ASX next run higher may depend on miners doing the heavy lifting
Morgan Stanley’s call for the ASX 200 to reach 9,250 by the middle of next year is plausible, but the…
The ASX Niobium Sector Outlook: Australia’s Emerging Bid for a Strategic Metal
Australia’s listed niobium sector is still early-stage, but it is beginning to evolve from a speculative exploration niche into a…
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