OCEANIA

Oceania critical minerals coverage is focused on Australia — the most
significant Western-aligned critical minerals jurisdiction globally.
Australia produces approximately 50% of global lithium spodumene,
operates the world’s highest-grade rare earth deposit at Mount Weld
(Lynas Rare Earths), and hosts substantial nickel, cobalt, and copper
resources. This section tracks Pilbara Minerals, Lynas, IGO, BHP Nickel
West, Mineral Resources, and the pipeline of lithium chemical processing
projects Australia is building to move beyond selling ore and concentrate.
The 2023–2025 nickel price downturn, Australian government financing
programmes, and the country’s Five Eyes-aligned supply chain
partnerships are key themes in 2026.