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News
Amid global copper supply chain upheaval, security demands focus
1+ hour, 32+ min ago (314+ words) Energy & resources, explained. Copper cathode sheets ready for shipment (Oliver Bunic/Bloomberg via Getty Images) As China gains dominance of copper smelting, it’s strengthening not just economic might, but its grip on a key metal in defence. Amid global copper…...
Beyond green iron: What China’s steel transition really means for Australia
3+ day, 15+ hour ago (714+ words) Energy & resources, explained. Effort to remake some of the world's dirtiest industries are underway (Erika Gerdemark/Bloomberg via Getty Images) China’s decarbonisation will reshape demand for Australian resources – but probably not in the neat ways many are hoping for. Beyond…...
Not enough travels with Australia’s uranium to India
3+ week, 4+ day ago (217+ words) The Lowy Institute is an independent Australian think tank producing authoritative research, innovative data tools, and expert commentary on international affairs. We acknowledge the Gadigal people of the Eora nation, the traditional custodians of the land on which the Institute…...
Washington’s Blue Pacific problem
1+ mon, 1+ week ago (253+ words) The Lowy Institute is an independent Australian think tank producing authoritative research, innovative data tools, and expert commentary on international affairs. We acknowledge the Gadigal people of the Eora nation, the traditional custodians of the land on which the Institute…...
Critical minerals: The West is learning the wrong lesson from China
2+ mon, 1+ week ago (696+ words) Energy & resources, explained. Democratic governments are treating community consent as an obstacle to supply – just as China has worked out it isn’t. Critical minerals: The West is learning the wrong lesson from China The West is trying to break China’s…...
US “minerals mafia” report reveals the battle with China for the next industrial era
2+ mon, 4+ week ago (686+ words) A US congressional report on Chinese mining practices exposes a supply-chain dominance the West is still scrambling to answer. When a tailings dam collapsed at a Chinese-owned copper mine in Zambia last year, tens of millions of litres of toxic…...
Afghanistan is surrendering its mineral wealth – and its future
3+ mon, 1+ week ago (625+ words) Afghanistan is exporting critical minerals at the bottom of the value chain, handing China processing, pricing and leverage. Afghanistan is giving away its mineral wealth. Through a pattern of deals that export value at the point of extraction, the country…...
The EU–Australia FTA plays the long game on critical minerals with no short cuts
4+ mon, 2+ week ago (502+ words) Australia's minerals sector is world-class at extraction, but refining lags decades behind China – and no trade deal changes that overnight. After eight years, the European Union (EU) and Australia have concluded negotiations for a free trade agreement, marking a new…...
China’s $120bn minerals blitz – and what Australia stands to lose
4+ mon, 3+ week ago (181+ words) In a world where geopolitical leverage and prosperity accrue to those who process, refine, and manufacture, the window to change course is narrowing. China is no longer just buying minerals. It is building control over the industrial system around them…...
Deep-sea mining: Australia’s dilemma in the Pacific
5+ mon, 6+ day ago (419+ words) As Pacific unity fractures on the controversial practice, Canberra’s inaction risks ceding ground to China. Though commercial deep-sea mining (DSM) has not yet commenced in the region, it appears imminent as China seeks to maintain its critical mineral dominance, and…...