Mining
Aluminium is one of the most important metals in the green economy due to its use in EVs and solar panels, but also one of the dirtiest. Smelters are now embarking on multi-year journeys to reduce their product's carbon footprint.
Despite all the gloom around China's slowing economy, iron ore prices had been holding up well. Is the bad news finally catching up?
Australian nickel miners are adjusting to a "new normal" of an oversupplied global market where they lose out to cheaper Indonesian producers. They are flexing their ESG muscles to command a green premium, but buyers are reluctant to pay up.
Weaker than expected European EV demand and a global oversupply of lithium has made Australian producers and their investors nervous. There are some, however, who predict prices have bottomed.
BHP's multibillion dollar writedown of its nickel assets and the Indonesian election result could ramp up pressure on the government to lift for support the sector.
ASX-listed Calix has perfected its green iron recipe and claims it is only slightly more expensive than the regular fossil fuel variety.