Perth commentator Tim Treadgold is one of the state's highest-profile business journalists. He brings decades of experience to Business News, offering readers sharp and insightful analysis of current events and breaking news.
The COVID-19 pandemic is forcing investors who have shunned Western Australian mining companies for decades (because they prefer buying shares in banks) to smarten their game or risk being left holding yield-free assets as bank dividends dry up.
OPINION: The big changes forced on the mining sector’s FIFO operations is a perfect example of how upheaval in business can present opportunities to improve when the crisis has passed.
OPINION: Western Australia’s lithium boom, which ran out of steam last year, will not be returning soon given the nationwide slowdown in China as it battles to contain the coronavirus outbreak.
What Christmas gave to Australian retailers, the bushfires are taking away, but there could be worse to come for shopkeepers and shopping centre owners when the latest international trends wash up here.
OPINION: WA again stands to be the beneficiary of trouble elsewhere, with local producers of lithium, gold, iron ore and hydrocarbons the likely winners.
OPINION: The Westpac transactions scandal exposes its dependence, and that of the other banks, on computerised processing to replace people and cut costs.
OPINION: Every cloud has a silver lining, even the attacks on the Saudi Arabian oil industry, because they could provide the incentive for customers to seek more liquefied natural gas from Western Australia.
Alaska is a long way from Western Australia, but what’s just happened in the oil industry there could have a significant effect on plans to expand this state’s liquefied natural gas industry.
ANALYSIS: An $A record gold price has the sector abuzz, while the sharp correction in iron ore prices will expose the looming reliance on WA’s vast deposits of low-grade ore.
OPINION: Several factors have converged to lift the price of gold in $A terms, but local events may yet play a part in how lucrative those returns are to WA producers.