energy transition

Rare earths prices have hit 3-year highs amidst a tightening market — but ASX rare earths stocks are lagging. Should investors buy the dip?

AI optimism collides with ageing grids, rising demand and energy risks. Sarah Shaw explains why infrastructure spend is unavoidable.

Infrastructure systems built over centuries are being rebuilt in decades. Apollo's Olivia Wassenaar explains what that means for investors.

Lithium prices have turned after a brutal slump. What’s changed, what hasn’t, and where the real risks and opportunities lie.

Lithium is moving again. Prices are up, confidence is building, and capital is flooding back. Is this the start of the next boom?

Copper demand is accelerating fast while supply tightens. Michael Slack reveals the two stocks best positioned for the decade ahead.

Ross said the energy transition would trump AI as the decade’s biggest capital cycle. A year on, she says the numbers still back her view.

Beginning of a recovery or false dawn? Uranium prices are on the mend and so are the share prices of ASX uranium stocks – but can it last?

From Pilbara beginnings to global offtakes with Ford, LG & Tesla, Tony shares insights on mining, markets & leadership.

Lithium has spiked in the last few weeks, leading many to speculate the low is in. We investigate the latest price drivers to see if it is.