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.
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Aussie Shorts [14 Sep 2026]: CBA, Northern Star Resources, Westpac, ANZ, Suncorp, Sigma Healthcare
The largest industry net increase in the past week was A$0.2bn into "Banks"; the largest industry net decrease was A$1bn out of "Diversified...
107 Views
Twiggy Gets Some EQ Resources Exposure
EQR is a rare tungsten play. But it is also up 676% in the past 12 months. I don't have a strong conviction here. Evidently Twiggy does. In this...
121 Views
Aussie Shorts [13 July 2026]: PLS, Lynas, Westpac, Iluka Resources, Commonwealth Bank
The largest industry net increase in the past week was A$0.8bn into "Banks"; the largest industry net decrease was A$0.5bn out of "Diversified...
132 Views
Aussie Shorts [6 July 2026]: NAB, James Hardie, Qantas, Megaport, Magellan Financial
The largest industry net increase in the past week was A$0.3bn into "Gold"; the largest industry net decrease was A$1.0bn out of "Diversified...
114 Views