Emerging / Alternative Sectors
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
A bold local rollout faces an uncertain policy landscape as Australia tries to position itself in the global AI economy.
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Further Analysis & Commentary
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
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…
AGL’s Pottinger Wind Farm Greenlighted: A $2Bn Bet That Could Redefine Australia’s Energy Investment Landscape
In a week that underscores Australia’s accelerating commitment to the energy transition, Environment Minister Murray Watt has given the green…
EV Market Competition: BYD Hits a Speed Bump
BYD Co., the worlds largest EV maker by sales, reported its first monthly decline in shipments in more than 18…
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Monthly Investor Memo
September 2025