Miners must regain the public's trust if they want to open the door to waves of capital waiting on the other side of the renewables revolution.
Mining
As Whitehaven and Bell Rock retire to their respective corners following the miner's AGM, the scoring of their brawl has begun.
Another day, another raid by Australia's richest person on the shares of a WA lithium play.
Whitehaven's most outspoken shareholder is rushing around town to mount an 11th hour campaign against the coal miner's management.
Whitehaven has emerged victorious in the heated battle for two BHP metallurgical coal mines, but can it duck a few haymakers from shareholders?
Australian hydrogen, lithium and graphite producers are benefitting from the US$370 billion US Inflation Reduction Act. But qualifying for the handouts is no easy task.
With the world racing to decarbonise steelmaking, Australia could play a leading role – and even reignite onshore manufacturing. But the window of opportunity is narrowing.
Our biggest and most iconic companies are fleeing coal. But, unafraid of controversy, a wave of smaller players have moved in to chase outsize returns from the unloved sector.
Bell Rock is ratcheting up pressure on Whitehaven's CEO and board but it's unclear whether its campaign is resonating with other investors.
