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
Glencore’s Copper Growth Strategy Faces a Reality Check
The discovery of a centuries-old ceramic vessel at Glencore’s El Pachon copper project in Argentina is a reminder that the…
ASX Stocks in Focus: Five Quality Picks for a Resilient Portfolio
Markets heading into 2026 are being shaped less by single headlines and more by structural forces, persistent inflation pressures, uneven…
Uranium Breaks US$100: Why This Move Looks Structural Not Speculative
Uranium pushing through US$100 a pound is more than a psychological milestone. It marks a shift in how the market…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
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