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.
There’s life in WA’s shell-shocked lithium mining and processing industry, according to one of its veterans, Pilbara Minerals chief executive, Ken Brinsden.
Tesla’s remarkable 290 per cent share price rise over the past four months has been dismissed as speculative overkill, but even if that’s true it is hard to ignore the pace at which its electric-powered cars are selling - and the amount of battery metals they’re consuming.
The conditions that have slowed growth in WA’s lithium sector won’t last forever and there are some great opportunities for companies taking the long-term view.
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.