Friendshoring Aussie Rare Earths
The US already provides funding for US-based projects. But there appears scope for additional jurisdictions;. That potentially opens the door to...
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Aussie Shorts [5th Oct 2026]: Wesfarmers , Northern Star Res., Pinnacle Investment, Alcoa, Lynas
The largest industry net increase in the past week was A$0.7bn into "Metals & Mining"; the largest industry net decrease was A$0.03bn out of...
88 Views
Merger Arb Mondays (12 Oct) - Skyworth, Z Fin, OFX, Ingenia/Peet, Cleanaway, Reliance, Kakaku
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
206 Views
ASX Short Interest Weekly (Oct 2nd): Northern Star Resources, Alcoa, Wesfarmers, Brambles, Suncorp
We analyzed ASX short interest report for the past week and highlight short interest changes in Northern Star Resources, Alcoa, Wesfarmers,...
93 Views
Rare Earths: China Still Scales Faster Than the West Can Rebuild
China still controls rare earth refining, quotas and magnets, allowing it to stabilise supply faster than the West can rebuild independent capacity.
213 Views