Materials & Mining
Why data centres are becoming the ASX’s new growth engine
The ASX's hottest trade is no longer miners, it is AI infrastructure
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Further Analysis & Commentary
Lithium Just Woke Up Again, And the Market Wasn’t Ready for It
A surge in energy-storage demand, a bold Ganfeng forecast and a brutal short squeeze are reshaping the lithium trade Lithium…
IperionX Short Seller Allegations: Why Investors See Opportunity in the Fallout
A Critical Minerals Darling Under Fire The short-seller spotlight has swung into IperionX, the U.S. based, ASX-listed titanium producer championed…
Rio Tinto Shelves Jadar Lithium Project as New CEO Refocuses on Costs and Capital Discipline
A Shift in Strategy Rio Tinto has shelved its $US2.4 billion Jadar lithium project in Serbia, marking a sharp strategic…
Alcoa Corporation (ASX: AAI): Equity Analysis
Company Snapshot Alcoa (AAI) mines bauxite, refines alumina, and smelts primary aluminium. Earnings swing with alumina and aluminium prices, and…
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