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From Mine to Magnet: Australia's Downstream Manufacturing Ambitions Take Shape

The strategic prize is significant. Magnet manufacturing alone captures several multiples of the value of the underlying oxide, and metallisation captures a further increment. If Australia can build a meaningful presence in metals and magnets, the economic, employment and strategic returns from the rare …

Sonal Goyal | 21 April 2026

Electric Drive: How EVs and Clean Energy Are Rewriting Australia's Rare Earth Demand Curve

For Australia, this matters in two ways. As a major upstream supplier, the country stands to benefit from a multi-year, demand-led re-rating of magnet rare earths. As a market that is itself decarbonising, with rising EV penetration, an expanding renewables fleet and a federal …

Sonal Goyal | 21 April 2026

From Mining to Manufacturing: Australia Reframes Its Rare Earths Ambition

The architecture is now substantially in place. A Critical Minerals Strategy, a Production Tax Incentive scheme, an expanded Critical Minerals Facility, a Future Made in Australia framework and a constellation of bilateral agreements with the United States, Japan, Korea, India and the European Union …

Sonal Goyal | 21 April 2026

Australia Emerging as West's Credible Alternative to China in Rare Earths?

Australia has quietly become the principal answer to that risk. Endowed with world-class deposits, a stable legal regime and an industrial base capable of producing separated oxides at scale, the country is now positioned as the West's most credible alternative supplier of neodymium-praseodymium and …

Sonal Goyal | 21 April 2026

Technology One (ASX:TNE) Targets $1bn+ ARR by FY30 as AI Strategy Drives Growth Outlook

Technology One Limited (ASX:TNE) has framed its latest strategic direction around a combination of recurring revenue visibility and emerging artificial intelligence capabilities, positioning itself within the evolving enterprise software landscape. The company’s ambition to surpass $1 billion in annual recurring revenue (ARR) by FY30 …

Aditi Sarkar | 21 April 2026

GenusPlus Group Ltd. (ASX:GNP): Power Infrastructure Leader Ignites Structural Breakout on Grid Modernization Demand

While GenusPlus Group Ltd. (ASX:GNP) spent the early months of 2026 consolidating its massive primary advance, the technical landscape has just undergone a definitive and aggressive structural breakout. As the broader market frantically seeks out industrial services and engineering firms demonstrating genuine margin resilience …

Robert Luong | 21 April 2026

Vysarn Ltd (ASX:VYS): Water Infrastructure Leader Ignites Structural Breakout on Critical Resources Demand

While Vysarn Ltd (ASX:VYS) spent the early months of 2026 navigating a volatile corrective phase following a prolonged primary uptrend, the technical landscape has just undergone a definitive and aggressive structural reversal. As the broader market hunts for industrial services firms demonstrating genuine margin …

Robert Luong | 21 April 2026

ASX Sector Performance: The Consumer Rebounds as Energy Collapses

Monday’s trading session delivered a dramatic rotation in capital flows to kick off the new week. Following a period of anxious digestion on Friday, institutional capital aggressively bought the dip in domestic retail, while simultaneously executing a ruthless liquidation of the energy complex. Meanwhile, …

Robert Luong | 21 April 2026

ASX Sector Momentum: Duration Trade Surges as Energy and Utilities Capitulate

Monday’s momentum chart highlights a market undergoing a violent structural repricing. The momentum landscape is currently defined by three distinct forces: the relentless upward trajectory of the duration trade, a severe capitulation in traditional inflation hedges, and a massive, coordinated attempt by recent laggards …

Roberta (Guest) | 21 April 2026

DroneShield (ASX:DRO) Up 200% in a Year, Can the Rally Continue? Here’s What Brokers Think

DroneShield Limited (ASX:DRO) has emerged as one of the most closely watched defence technology stocks on the Australian Securities Exchange, delivering a share price increase of more than 200% over the past year. The stock is currently trading at around AUD 3.61, reflecting a …

Sonal Goyal | 20 April 2026
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