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
Speculative Investment Analysis: (ASX: LIN) Lindian Resources
This Speculative Investment Analysis Lindian Resources (ASX: LIN) examines whether the company can convert the Kangankunde Rare Earths Project from…
Glencore’s Acquisition Raises Stakes for a Rio Tinto Mega Merger
A pivotal fortnight for global mining Glencore’s latest acquisition, widely reported as a targeted move into copper or battery minerals,…
Project Vault and Australia’s Critical Minerals: Why US Capital is Reshaping the Sector
The US push to secure supply chains for critical minerals has taken a sharp turn from rhetoric to capital. President…
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…
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