These articles examine specific developments across the ASX-listed critical minerals sector. Each references publicly filed ASX announcements and links to primary sources where available. Articles follow the same citation standards as our quarterly review cycles.
How the 80% drop in spodumene concentrate prices between November 2022 and early 2025 reshaped capital allocation decisions across ASX-listed lithium producers and developers. Covers Pilbara Minerals, Mineral Resources, Core Lithium, and Liontown Resources, examining which companies maintained expansion spending and which deferred growth projects.
Tracking which WA nickel operations entered care-and-maintenance as LME nickel prices fell below profitable levels, what their quarterly filings disclosed about cash burn rates during suspension, and whether any companies disclosed specific restart conditions.
Which ASX-listed rare earth companies advanced through project milestones in 2024, and what capital commitments accompanied each stage. Includes coverage of Iluka's Eneabba refinery, the Hastings/Yangibana financing failure, and government loan support programmes.
All articles published on this site reference publicly available ASX filings and link to primary sources where possible. We do not publish opinion pieces that lack a filing-based evidentiary foundation. If you identify a factual error in any article, please email kenneth.martinez998@yahoo.com with the specific ASX announcement reference.
Read more about our research methodology or coverage areas.
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