Open Lode is the Critical Minerals editorial desk: a collection of narrated briefings and project notes covering the countries, elements, mines, and processing projects shaping critical-mineral supply. Browse the shelf to understand what is being produced, what remains open, and where capital, offtake, or development work may still be needed.
Countries Elements Chains Smart money
01 Australia 02 Sri Lanka 03 South Africa 04 Brazil 05 Peru 06 Chile 08 Philippines 09 Indonesia 10 India 11 Myanmar A Argentina B Belarus B Bolivia C Canada C China CD Democratic Republic of the Congo E Egypt F Finland G Gabon G Germany G Ghana G Guinea I Iran I Israel J Jordan K Kazakhstan LA Laos M Madagascar M Mali M Mexico M Mongolia M Morocco M Mozambique NC New Caledonia N Nigeria KP North Korea N Norway P Poland R Russia R Rwanda SA Saudi Arabia S Senegal SL Sierra Leone KR South Korea T Tajikistan T Tanzania TR Turkey U Ukraine US United States U Uzbekistan VN Vietnam Z Zambia Z Zimbabwe
This briefing · Australia
Projects that are public, advanced, and still open — for capital, offtake, or a decision. The September briefing is read by Leo, an English gentleman.
Major projects 130
In this book 20
Midstream, ’26 29 September 2026 · Episode 01
The open book Read by Leo. English gentleman · unhurried British delivery.
Read along Figures are compiled from public reports through September 2026 — the major projects list, Austrade’s prospectus, and company statements. Not a recommendation, and not a substitute for the primary documents.
All minerals Rare earths Nickel Cobalt Copper Lithium Graphite Tungsten Gallium Magnesium Tantalum Antimony Mineral sands
All states WA NT QLD NSW VIC SA
Heard in the briefing 20 open projects
NT Nolans In the briefing Arafura Rare Earths · ASX:ARU FID taken Rare earths NdPr for permanent magnets. More than A$1.3 billion of funding assembled, including Commonwealth support, and named in the Australia–US framework. Reported among the few FIDs of 2022–2026.
Near Aileron, Northern Territory
Stage FID taken
Capital A$1.8bn
Still open Construction, offtake discipline, and execution VIC Donald In the briefing Astron & Energy Fuels · ASX:ATR Decision pending Rare earths · Mineral sands WA Kalgoorlie Nickel · Goongarrie Hub In the briefing Ardea Resources · ASX:ARL PFS Nickel · Cobalt WA Browns Range In the briefing Northern Minerals · ASX:NTU DFS Rare earths WA NiWest In the briefing Alliance Nickel · ASX:AXN DFS Nickel · Cobalt WA Yitirrti In the briefing Develop Global · ASX:DVP FID taken Copper WA Pioneer Dome In the briefing Develop Global · ASX:DVP FID taken Lithium WA Caravel In the briefing Caravel Minerals · ASX:CVV DFS Copper NSW Broken Hill Cobalt In the briefing Cobalt Blue · ASX:COB Study reshaped Cobalt QLD Esmeralda In the briefing Graphinex Decision pending Graphite NSW Copi In the briefing RZ Resources Decision pending Rare earths · Mineral sands VIC Goschen In the briefing VHM · ASX:VHM Decision pending Rare earths · Mineral sands WA Gallium recovery In the briefing Alcoa Operating Gallium VIC La Trobe Magnesium In the briefing La Trobe Magnesium · ASX:LTM Operating Magnesium QLD Mount Carbine In the briefing EQ Resources · ASX:EQR Operating Tungsten WA Global Advanced Metals In the briefing Global Advanced Metals Operating Tantalum NSW Dubbo Australian Strategic Materials · ASX:ASM Decision pending Rare earths · Zirconium · Hafnium NSW Sunrise Sunrise Energy Metals · ASX:SRL Decision pending Nickel · Cobalt · Scandium NSW Hillgrove Larvotto Resources · ASX:LRV Decision pending Antimony · Gold SA Kalkaroo Havilah Resources · ASX:HAV PFS Copper · Gold · Cobalt 