Insights, 03 Jun 2026

Australia’s Energy Revolution

Spotlight on Australia - May 2026

The German economy stalled when the Ukraine war pushed up its electricity prices. Similarly, many economies are sputtering with the impact of the Iran war. Australia experienced higher gas prices at the start of the Ukraine war and many industries a ...

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Insights, 24 Mar 2026

Mad Max: A Post-Oil Australia?

Spotlight on Australia - March 2026

George Miller’s Mad Max movies are set in the post-apocalyptic Australian outback. We are thankfully a long way from that dystopia, but the closure of the Strait of Hormuz is starting to affect the Australian economy, from empty petrol stations to ...

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Insights, 27 Feb 2026

Copper Chameleon

Spotlight on Australia - February 2025

As its revenue from iron ore, LNG, and coal slowly falls, Australia can rely on growing revenue from gold and copper. The price of copper has nearly tripled since March 2020 (see chart below) and in its latest earnings report, mining giant BHP earned mo ...

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Insights, 03 Dec 2025

Australia’s Other Critical Minerals

Spotlight on Australia - November 2025

China has cornered the critical mineral market. This has sent the US, Europe, and Australia scrambling to secure critical mineral supply and refining. Australia has committed AUD 1.2 billion for a critical minerals strategic reserve and AUD 7 billion fo ...

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Insights, 31 Jul 2025

Australia Helping China Green its Steel

Spotlight on Australia - July 2025

The world’s biggest steel maker needs to decarbonise its steel. Every year, China’s 1 billion tonnes of steel production results in around 2 billion tonnes of carbon dioxide. If China’s steel industry was a country, it would be the fif ...

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