Tim Treadgold

Money moving out of green funds

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Political partisanship in the US and demand for coal and uranium have put the squeeze on ESG investments.

Old problems centre stage in new year

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High interest rates, stubborn inflation and looming industrial relations battles are tipped to shape the year.

US takes friends-first view, for now

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Foreign investment in Australia's critical minerals sector is about to become a headline issue for this country's relationship with the US and China.

Private credit a risk-reward play

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A surge in private credit should have alarm bells ringing in WA, especially among those for whom the name “Rothwells” is triggering.

Calculus shifts on build versus buy

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Copper is among the metals starting to benefit from short supply and strong demand from new technologies.

Hydrogen awaits underground

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No matter what colour the hydrogen, the business case revolves around its quantity and cost of production.

Funding fuels market distortion

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Governments have a patchy record when it comes to funding private sector projects.

Gas and property face capital strike

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Government intervention in housing and energy spheres speaks as much to the lack of investor interest as it does political overreach.

WA to copper royalties shock

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So well endowed with resources riches, the state seems set to miss out on the copper boom.

Gold galvanises a world in debt

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A rising gold price in a debt-laden world is a sign investors are seeking a safe haven ahead of a looming crisis.

Cost and quality the right combination

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Recent movements in the iron ore price may provide a pointer to how the market plays out in terms of cost and grade.

Thoroughbred WA leads Vic in a canter

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Victoria's economic woes provide a timely lesson for WA in how not to run an economy.

Fractured green push comes with a cost

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Having strongly held beliefs is one thing, but preparedness to pay extra for them is at the heart of the debate over WA's critical resources.

Fortescue hungry for hydrogen results

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Pressure on profits amid a falling iron ore price have raised questions about Fortescue's hydrogen investments.

Tricky read on tea leaves from China

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WA miners will be hoping those analysts optimistic about future Chinese demand for iron ore are on the money.

Geopolitics at play over rare earths

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Nickel's not the only resource facing price pressures, with developers of rare earths projects also subject to fluctuating market conditions.

Timely prompts no coincidence

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The development of AI is expected to supercharge what's known as ‘retail media', which is already changing the marketing landscape.

Iron ore the winner if China scraps plan

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Predictions for notoriously unpredictable iron ore prices are one reason the issue of GST allocation is so fraught.

Retail rumble to ramp-up online

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Geopolitics isn't the only arena where US and Chinese interests are clashing, with the battle for e-commerce supremacy heating up.

Costs put miners in nickel pickle

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The nickel sectors in Australia and Indonesia are on different trajectories, and it's all about cost.

At the whim of metals markets

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Given the cyclical nature of WA's resources sector, governments would do well to avoid becoming overly dependent on royalties.

Investment banks back upside potential

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Share prices of several of the state's resources companies took a hit mid-month amid ongoing economic challenges.

Other states want what we’ve got

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Western Australia can expect a renewed political fight over GST allocation in 2024.

Big Australian stays in its lane

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BHP is notably absent from the race to develop lithium projects and only time will tell if it has made the right call.

Sorry seems to be the hardest word, for China

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International investors are becoming increasingly wary of China because of its bullying of smaller countries.

China thaw, rates fall key in 2024

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This is potentially good news for WA as its giant trading partner charts a reset.

Business better sticking to its knitting

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Amid the rush to incorporate ESG principles into their operations, some companies seem to have forgotten why they exist.

Dealing with an inconvenient truth

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Reality is proving an inconvenience across markets, from housing to electric vehicles, clean energy and retail.

Long-bonds buys a sign of rates peak

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Interest rates are about to hit the ceiling in the current cycle, which is good news for mortgage holders and savers.

Wright legacy: gift that keeps on giving

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The Rhodes Ridge project could be a game changer for WA, and the Wright family.

Anti-ESG investing picks up steam

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Investors are starting to avoid companies promoting their environmental, social and governance credentials.

Remembering ’87, bonds in play again

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Heavily trade exposed, WA is perhaps the state at most risk of a market meltdown.