Ivan Vujicic Ivan Vujicic

Mining Outlook FY26-27

Australian Mining Outlook FY2026-27
Export earnings are heading for a record, yet mining productivity has fallen five years running. Our view of the year ahead: commodity by commodity, three scenarios, and where executive demand will emerge.

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Ivan Vujicic Ivan Vujicic

Gold Price Audit

The Gold Price Audit
A high gold price hides a lot. A falling one doesn’t. At around US$4,000 an ounce gold is still extraordinary, but the real change is what the price was quietly covering for.

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Ivan Vujicic Ivan Vujicic

AUKUS has the funding and tech. Do we have the people?

AUKUS Isn’t Short of Money or Technology. It’s Short of People to Lead It
The funding is committed and the technology exists. The harder constraint is leadership: people who can run programs of this scale, under this much scrutiny, across three countries.

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Ivan Vujicic Ivan Vujicic

Generation vs Transmission

The visible part of the energy transition is the solar and the turbines. The part that decides whether it works is the grid behind it, and that's where the cost blowouts are piling up.

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