Yellowcake Diplomacy
Modi’s Melbourne visit is set to unlock a uranium trade twelve years in the making. Australia holds a third of the world’s reserves, but the ASX has been a sleepy place for producers. Is that about to change?
Search Results for: red river resources
The Great Race Just Docked in Melbourne
Aussies are fleeing volatile fuel prices for Chinese EV’s. But the promise of independence runs on a supply chain that leads straight to Beijing. For now.
Jurisdictional Risk Just Went Local
Australia’s budget is walking a fine line; pushing investors into overseas markets.
Mining deals? You ain’t seen nothing yet!
Lion’s mining clock is lighting up again as global M&A surges, but this doesn’t look like another dumb top‑of‑cycle blow‑off. It looks like the real boom phase beginning.
China Capitulation Part 2 – What western analysts miss about China
In this article of my China Capitulation series, I show where western analysts get it wrong about China’s outlook. I delve into how the Chinese Communist Party sets plans and reports the data to show you why you can’t trust their narrative…
Lachlann Tierney’s 2026 Outlook
Lithium, uranium, copper. Just a few of the themes I will be looking to position members for in 2026.
