The Daily PerspectiveMar 2

Kaiser Reef Goes Fully Unhedged as Gold Soars Past $7,800 an Ounce

#Gold #ASX #KaiserReef #AusMining #Commodities #AusNews

https://thedailyperspective.org/article/2026-03-02-kaiser-reef-goes-fully-unhedged-as-gold-soars-past-7-800-an-ounce-8af63e33

Kaiser Reef Goes Fully Unhedged as Gold Soars Past $7,800 an Ounce

Kaiser Reef (ASX: KAU) has made its final price-capped gold delivery, leaving all future production fully exposed to near-record spot prices above $7,800/oz AUD.

The Daily Perspective
The Daily PerspectiveMar 1

China's Rare Earth Grip Tightens Despite Trade Truce, Leaving Chipmakers Short

#RareEarths #Semiconductors #CriticalMinerals #USChina #AusMining #AusNews

https://thedailyperspective.org/article/2026-03-01-chinas-rare-earth-grip-tightens-despite-trade-truce-leaving-chipmakers-short-bea80ab0

China's Rare Earth Grip Tightens Despite Trade Truce, Leaving Chipmakers Short

US chipmakers face worsening scandium shortages despite the October 2025 US-China trade truce, with implications for Australia's rare earth sector.

The Daily Perspective
Ken SDec 15, 2024

Not mentioned here - with a focus on just economic stats, …

But worth remembering the fact that Chinese diplomats have been warning Australia over the past decade about our overdependence on China as resources importer; and its planned restructuring.
https://www.theguardian.com/business/2024/dec/16/mining-exports-could-plunge-100bn-over-four-years-slashing-36bn-from-federal-revenue-myefo-suggests
#AusPol #AusBiz #AusMining

Australian mining exports could plunge $100bn over four years due to China slowdown, budget update suggests

Company tax receipts to be revised downwards for the first time since 2020, mid-year budget update reveals

The Guardian