ASX BRIEFS

40 Episodes
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By: Andrew Musgrave

Welcome to 'ASX BRIEFS,' the definitive podcast for enthusiasts, investors, and professionals keen on staying ahead of the curve in the Australian Stock Exchange (ASX). Hosted by Andrew Musgrave, 'ASX BRIEFS' delves deep into the heart of Australia's financial markets, bringing you insightful conversations with the minds shaping the future of investing down under. Each episode, join Andrew as he interviews a diverse lineup of fund managers, executives, and industry insiders, offering you a unique blend of expert analysis, strategic insights, and the latest trends affecting the ASX. Whether you're a seasoned investor or just starting out, 'ASX BRIEFS...

FIREBRICK PHARMA LTD (FRE) - Indonesia’s Approval Signals A Commercial Turning Point For Firebrick Pharma
Last Wednesday at 9:00 PM

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A product can be ready for the world and still be held back by one thing: how regulators choose to classify it. We sit down again with Dr Peter Molloy, Executive Chairman of Firebrick Pharma, to unpack the company’s shift from R&D to commercial execution and why a single regulatory milestone in Indonesia changes the scale of the Nasodine opportunity.

Peter walks us through the origin story that starts with Betadine and leads to Nasodine, a povidone-iodine nasal spray designed to target the viral cause of the common cold us...


RADIOPHARM THERANOSTICS LTD (RAD) - When Earlier Detection Becomes Better Survival
Last Monday at 10:00 PM

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A scan that finds brain metastases earlier could change the whole treatment timeline, and that is exactly what we dig into with Riccardo Canevari, CEO and Managing Director of Radiopharm Theranostics. We walk through how a clinical-stage ASX biopharmaceutical company designs radiopharmaceuticals for oncology, and why “theranostics” is more than a buzzword when patients need faster, clearer answers. 

Riccardo breaks down the company’s two-platform approach: small molecules for imaging that can penetrate tissue and light up tiny tumours, and larger antibody-based therapies that stay in the body long enough to deliver...


AMPLIA THERAPEUTICS LTD (ATX) - Narmafotinib And Pancreatic Cancer Progress
Last Sunday at 10:00 PM

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Five complete responses in advanced pancreatic cancer should make anyone in biotech sit up. We’re joined by Dr Chris Burns, CEO and Managing Director of Amplia Therapeutics, to unpack what the latest mature ACCENT trial data really says about narmafotinib when it’s added to standard chemotherapy with gemcitabine and Abraxane and why “making other drugs work better” is more than a slogan when patients are running out of time.

We talk through the headline numbers, including an 11.1 month median overall survival signal and what “complete response” means in practical clinical ter...


SOLIS MINERALS LTD (SLM) - A 93,000 Hectare Lithium Bet Next Door To A Major Discovery
04/23/2026

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A junior explorer doesn’t often get the chance to step into prime ground that’s already been stress-tested by a major miner, right in the middle of a proven hard-rock lithium district. That’s why we sat down with Mitch Thomas, CEO of Solis Minerals, to unpack Solis’ strategic acquisition from Rio Tinto in Brazil’s Lithium Valley and what a 93,000 hectare land position can really mean when the targets are already defined and the plan is to drill.

We talk through the story behind the deal, including why this particular...


VBX LIMITED (VBX) - How VBX Plans A Low-Cost Bauxite Operation In Northern WA
04/20/2026

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Guinea supplies a huge share of the traded bauxite market and that concentration is forcing buyers and investors to rethink supply security. We sit down with Ryan De Franck, Managing Director of VBX Limited, to unpack why the Wuudagu Bauxite Project in Western Australia’s North Kimberley could stand out in the global bauxite landscape through a simple idea: pair high-grade, low-silica bauxite with logistics that are short, efficient, and built around real customer needs. 

We talk through what makes Wuudagu strategically significant, from its proximity to the coast and protected sea...


AUDEARA LTD (AUA) - Audeara’s CEO Explains The Strategy Behind Q3 Growth
04/19/2026

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A kid can’t learn well if the world sounds muffled, painful, or simply out of reach. We’re joined by Dr James Fielding, Managing Director and CEO of Audeara Limited, to talk through a pivotal stretch for this ASX-listed hearing health technology and audio technology company, following strong Q3 FY26 results and a growing global footprint.

We start with what Audeara actually builds: hearing health tech solutions sold as Audeara-branded hardware, plus the AUA Technology platform that can power other brands. James then explains the significance of an exclusive agreement with...


DELOREAN CORPORATION LTD (DEL) -How Delorean Turns Waste Into Biomethane For Australian Industry
04/09/2026

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Electrification gets most of the headlines, but what happens when an industry needs constant high-temperature heat and the equipment is built for gas? That’s where biomethane and renewable gas infrastructure start to look less like a niche and more like a missing piece of Australia’s decarbonisation plan.

We’re joined by Joe Oliver, Managing Director of Delorean Corporation Limited, to explain how Delorean turns organic waste into renewable energy and why the company is shifting from being known for engineering into becoming a build-own-operate bioenergy infrastructure owner. Joe walks us thr...


PIVOTAL METALS LTD (PVT) - Building A Dual-Track Copper Story In Quebec
04/08/2026

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A copper story can sound simple until you ask the hard questions: can it be built, can it be funded without brutal dilution, and is there genuine upside left to find? We’re joined by Ivan Fairhall, Managing Director of Pivotal Metals Limited, to walk through how the company is tackling those questions with a dual-track strategy in Quebec, one of the world’s most supportive mining jurisdictions.

We start with the structural edge Quebec offers critical minerals explorers and developers: strong infrastructure, an experienced mining services ecosystem, and access to abun...


RENT.COM.AU LTD (RNT) - What If Paying Rent Worked For Renters Too
04/07/2026

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Paying rent should be simple, but for millions of Australians it is anything but. Bonds can demand weeks of rent upfront, payment options are often rigid, and renters are left stitching together workarounds just to secure a home and stay on top of weekly costs. We sit down with Jan Ferreira, CEO of Rent.com.au Limited, to unpack how a renter-focused fintech platform can reduce that friction and build a more sustainable business at the same time.

Jan walks us through Rent.com.au’s shift from a rental search po...


ABX GROUP LTD (ABX) - Heavy Rare Earth Breakthrough
03/24/2026

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Heavy rare earths sit at the centre of magnets, electrification, and the modern supply chain, but getting to a product customers will actually buy is the hard part. We’re joined again by Dr Mark Cooksey, Managing Director and CEO of ABx Group Limited, to hear what’s changed since our last chat and why ABx believes its Tasmanian Deep Leads project is moving into a more serious development phase.

We break down ABx’s second high purity mixed rare earth carbonate (MREC) sample and why it stands out: a higher propor...


FORTUNA METALS LTD (FUN) - The Mkanda Rutile Discovery Next To A Global Giant
03/18/2026

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Titanium sits inside some of the most important machines on the planet, yet supply chains are tightening and governments are treating critical minerals like strategy, not just commodities. That’s why we wanted to talk with Tom Langley, CEO of Fortuna Metals Limited, about what the company is uncovering in Malawi, an emerging rutile and graphite province that sits right beside Sovereign Metals’ world-class Kasiya deposit. 

We walk through Fortuna’s Mkanda discovery and what the numbers are hinting at so far, including high-grade rutile at surface and expanding core areas that po...


PROMINENCE ENERGY LTD (PRM) - How Natural Hydrogen And Helium Could Power Industry And Lower Emissions
03/11/2026

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Ancient rocks may hold a faster, cheaper path to low‑carbon energy. We sit down with Dr Krista Davies, Managing Director of Prominence Energy, to unpack how the Gawler Craton’s hot granites, iron‑rich rocks, and deep crustal faults create multiple natural hydrogen “play types” across a massive 64,000 km² land position in South Australia. Krista brings three decades in oil and gas and a pioneering PhD in natural hydrogen to explain, in plain terms, why white hydrogen and helium could reshape heavy industry and unlock new export opportunities.

We walk through the...


BIOXYNE LIMITED (BXN) - How GMP MDMA And Psilocybin Are Reshaping Access For Treatment‑Resistant Patients
03/10/2026

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A 149% revenue surge, first‑to‑market GMP MDMA in Australia, and a plan to scale faster than demand—Sam Watson, CEO of Bioxyne, joins us to unpack how a focused manufacturer turns emerging therapeutics into real‑world access. We dig into the mechanics behind record growth, the patient need driving MDMA and psilocybin uptake, and why replicable GMP capacity across Australia, the UK, and Europe is Bioxyne’s not‑so‑secret weapon.

Sam explains how medicinal cannabis remains the commercial engine while psychedelic therapeutics validate a long‑term bet on treatment‑resistant depressi...


AUSTRALIAN FINANCE GROUP LTD (AFG) - How AFG Turns Scale Into Sustainable Profit And Choice For Borrowers
03/09/2026

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When 77% of mortgages are written by brokers, the real power sits with the platform that connects lenders and customers. We sit down with David Bailey, CEO of Australian Finance Group, to unpack how AFG’s scale, data, and funding strategy power the broker-led mortgage market while delivering record results and resilient margins.

David explains AFG’s role as infrastructure for more than 4,300 brokers and 70+ lenders, detailing how the platform model converts volume growth into operating leverage. We explore the levers behind a 46% NPAT surge to $22.4 million, from the annuity strength of trai...


LOCKSLEY RESOURCES LTD (LKY) - How High-Grade Antimony Could Reshape America’s Critical Minerals Supply Chain
03/05/2026

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A small mineral with outsized impact takes centre stage as we explore how high-grade antimony, refined onshore, can reshape America’s critical minerals backbone. We sit down with Kerrie Matthews, Managing Director and CEO of Locksley Resources, to chart a clear path from drill bit to product: rigorous structural mapping, a data-driven maiden drill program at the Desert Antimony Mine, and a pilot plant designed around real metallurgy rather than wishful thinking. The stakes aren’t academic. With defence, flame retardants, and supply security on the line, the United States needs more than ore...


CARNEGIE CLEAN ENERGY LTD (CCE) - From Basque Waves To Defence Grids: The Rise Of Intelligent Ocean Energy
03/03/2026

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Waves don’t just crash; they carry steady, reliable energy that can help power the grid. We sit down with Jonathan Fievez, CEO of Carnegie Clean Energy, to explore how CETO—a submerged, three‑belt buoy system—captures that motion and turns it into electricity. Jonathan walks us through the upcoming Phase 3 EuropeWave deployment at the Biscay Marine Energy Platform in the Basque Country, why that site accelerates learning with grid and environmental approvals in place, and how a successful launch becomes a defining moment for utilities evaluating wave energy at scale.

We d...


X2M CONNECT LTD (X2M) - Scaling Smart Utilities With AI
03/03/2026

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What if the backbone of smarter cities isn’t a shiny app, but a quiet layer that connects every meter, sensor and inverter into one brain? We sit down with X2M Connect CEO Mohan Jesudason to unpack how a device‑agnostic platform gathers data at scale, feeds AI, and then reaches back to control critical infrastructure without human intervention. From leak detection and automated billing to balancing renewable energy and boosting public safety, the story is about outcomes, not dashboards.

We dive into X2M’s expansion into Japan’s ageing w...


PIONEER CREDIT LTD (PNC) - Ethical Debt Recovery, Real Results
02/26/2026

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Debt recovery rarely gets framed as a story of dignity, data, and disciplined growth—until you hear how Keith John runs Pioneer Credit. We sit down with the Managing Director to unpack a model that buys non‑performing loans from Australia’s big four banks, restores customer health through sustainable repayment plans, and turns empathy into durable cashflows.

Keith explains why banks prefer a partner that won’t extend the credit cycle or dabble in payday lending, and how that stance protects brands while securing steady forward flow agreements. We dig into the...


ALCHEMY RESOURCES LTD (ALY) - From Goldfields To Cobar: How Alchemy Resources Is Advancing Gold, Lithium, And Iron Ore
02/19/2026

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A sprawling land package is only as valuable as the strategy behind it—and that’s where this conversation with James Wilson, CEO of Alchemy Resources, gets exciting. We dig into a data-led approach that targets big growth levers across WA and NSW: a standout 750-metre IP anomaly at Yellow Mountain, funded lithium drilling at Roe Hills beside the Manna project, and a de-risked iron ore path through a free-carried JV at Valley Bore.

We start with the portfolio: gold remains centre stage in the eastern goldfields near Kalgoorlie, where access and...


FRONTIER ENERGY LTD (FHE) - Building Certainty Where The Grid Is Weakest
02/12/2026

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WA’s grid is changing faster than most realise, and the evening peak is where the challenge bites. We sit down with Frontier Energy CEO Adam Kiley to explore how the Waroona Renewable Energy Project—120 MW of solar paired with a 6.9‑hour, 81.5 MW battery—aims to serve the 4 pm to 10 pm window that coal and gas used to cover. With a prime location only 500 metres from the Landwehr Terminal and a connection to 330 kV lines, Waroona is built on strong grid bones that support both Stage One delivery and future expansion.

Adam unp...


INVION LTD (IVX) - From Lab To Clinic: How Invion’s Light-Activated Therapy Targets Cancer And Infections
02/12/2026

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What if a beam of light could turn the tide against stubborn tumours and even wake the immune system? We sit down with Professor Thian Chew, Executive Chair and CEO of Invion Limited, to unpack how their photodynamic therapy zeroes in on cancer cells, stays inert until activated by a specific wavelength, and then triggers targeted oxidation that spares healthy tissue. The kicker: this same mechanism appears to amplify immune responses and shows promise against infectious agents like bacteria, fungi, and viruses.

We walk through concrete progress already underway. A non‑me...


EVE HEALTH GROUP LTD (EVE) - Rethinking Drug Delivery To Unlock Access, Adherence, And Global Growth
02/10/2026

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A stubborn truth in healthcare is that the right treatment can still be the wrong format. We sit down with Damien Wood, CEO of EVE Health Group, to unpack how rethinking delivery—gummies for period pain and rapid oral films for ED—can remove friction, speed relief, and improve adherence across everyday conditions that carry massive personal and economic costs.

We start with Dyspro, a cannabinoid-based chewable designed for dysmenorrhea. It addresses a problem that drains billions from productivity and quality of life, yet is under-treated with options many find harsh or i...


EQUUS ENERGY LTD (EQU) - From Listing To Landmark Deal: How Equus Plans To Power WA And Asia
02/05/2026

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A newly listed small cap with a giant resource, a blue-chip funding partner, and a market hungry for reliable gas—this conversation with Equus Energy’s Will Barker gets right to the heart of how strategic timing can transform a project into a regional anchor. We unpack the Equus Gas Project on Western Australia’s Northwest Shelf, a mature, independently certified 2C contingent resource of 1.7 TCF of gas plus condensate, located alongside Gorgon, Io‑Jansz, Pluto and Scarborough. With over US$1.5 billion already invested in appraisal and studies, Equus now targets existing infrastructure to compr...


PACIFIC EDGE LTD (PEB) - How Pacific Edge Is Rewriting Bladder Cancer Diagnostics With Cxbladder And Triage Plus
01/20/2026

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A pee-in-a-cup that can change urology care might sound too simple, but that’s exactly the point. We sit down with Dr Peter Meintjes, CEO of Pacific Edge, to explore how Cxbladder turns a urine sample into decisive signals that help rule out bladder cancer, reduce invasive cystoscopies, and save health systems money without cutting corners on accuracy.

We walk through how the test works, why choosing RNA from urine is such a technical leap, and how a stabilising buffer keeps samples viable at room temperature for up to 11 days. Then we...


ABX GROUP LTD (ABX) - Heavy Rare Earths, Clean Fluorine, Near-Term Bauxite
12/22/2025

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Critical minerals move fast when geology, chemistry and execution align. We sit down with Dr Mark Cooksey, Managing Director and CEO of ABx Group, to unpack how the company plans to bring heavy rare earths and clean fluorine chemicals to market while capturing value from proven bauxite assets.

First, we break down why ABx’s Tasmanian ionic clay resource matters: cleaner leaching, fewer process steps and a mixed rare earth carbonate with higher proportions of dysprosium and terbium, the workhorses behind high‑temperature permanent magnets. Mark explains how collaboration with ANSTO stre...


CHIMERIC THERAPEUTICS LTD (CHM) - Cancer Cell Therapy Breakthroughs
12/04/2025

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A tiny dose that holds cancer at bay for a year, scans that turn solid tumours into “donuts,” and a bold trial where patients receive cell therapy before chemo—this conversation with Dr Rebecca McQualter, CEO of Chimeric Therapeutics, is packed with data and real-world impact. We dig into the CHM CDH17 CAR T program as it clears dose level two with clean safety and early signs of activity across colorectal, mid and hindgut neuroendocrine, and select pancreatic cancers. The durability story stands out: a patient on the lowest dose maintained stable disease for 12...


ZOONO GROUP LTD (ZNO) - How A Dry-Active Antimicrobial Turned Food Trays Into Profit Machines
12/02/2025

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A boom, a backlash, and a pivot with teeth—this conversation traces how Zoono Group turned a pandemic-era hygiene surge into a durable, data-backed strategy to cut food waste and boost supermarket margins. We unpack the science behind a dry-active antimicrobial coating that bonds to packaging, survives heat and storage, and delivers a mechanical kill through cell disruption. The result is a protective surface that prolongs freshness, reduces shrink, and moves retailers from cost-centre thinking to a measurable return on investment.

We walk through the road from lab to store shelf: mu...


SPARC TECHNOLOGIES LTD (SPN) - How Graphene Additives And Novel Hydrogen Tech Could Shift Heavy Industry
11/20/2025

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Corrosion, costs, and clean energy collide as we sit down with Nick O’Loughlin, Managing Director of Sparc Technologies, to unpack a focused plan for real-world impact. We trace how a graphene-based additive called ecosparc® aims to make protective coatings tougher for critical steel assets, and why a pilot plant north of Adelaide could change the economics of green hydrogen by using light, not large amounts of electricity.

First, we dig into the coatings story. ecosparc® targets measurable gains in barrier performance, adhesion, and durability, designed to slot into existing formulations used...


BCAL DIAGNOSTICS LTD (BDX) - A Partnership Aiming To Save Lives By Catching Cancer Earlier Through Accessible Blood Testing
11/18/2025

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A quiet revolution is happening in cancer screening: a simple blood draw is starting to find what used to hide in plain sight. We sit down with Shane Ryan, CEO of BCAL Diagnostics, to unpack how a Sydney-built breast cancer test is scaling nationwide and why a new exclusive partnership with ClearNote Health could change the game for ovarian and pancreatic detection across Australia and New Zealand.

Shane explains how thousands of donated samples and deep clinician engagement powered BCAL’s breast cancer test from research to real-world use. With Sonic He...


WIN METALS LTD (WIN) - From Nickel To High-Grade Gold: Inside Win Metals’ Turnaround Strategy
11/17/2025

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A near-forgotten gold mine with a modern decline, bought for under a million dollars, and already delivering drill grades that beat expectations—that’s the kind of edge we love to unpack. Steve Norregaard, Managing Director of WIN Metals, joins us to share how the team pivoted from nickel exploration to a high-grade gold strategy built around speed, grade, and smart capital use. We dig into the Radio Gold Mine acquisition, why the existing infrastructure matters, and how a “soft start” could put ounces back into production by mid next year.

We walk...


AEROMETREX LIMITED (AMX) - Mapping Australia’s Future
11/13/2025

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The map is changing faster than most businesses can. We sit down with Aerometrex CEO Robert Veitch to unpack how a leaner operating model, smarter products, and disciplined sales are turning a complex geospatial portfolio into a growth engine with real operating leverage.

Robert breaks down the three pillars: MetroMap, a high‑resolution aerial imagery subscription updated up to six times a year in major cities; LIDAR, delivering precision terrain and asset intelligence for sectors like environment, energy, mining, and infrastructure; and hyper‑realistic 3D meshes that power digital twins and scen...


IONDRIVE LTD (ION) - From Batteries To Beyond: How DES Technology Scales Recycling
11/09/2025

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A quieter revolution is unfolding inside battery recycling: selective chemistry that finally makes economic and environmental sense. We sit down with Dr Ebbe Dommisse, CEO of Iondrive, to explore how deep eutectic solvents enable clean, closed-loop recovery of critical minerals from battery black mass, e-waste, magnets, and end-of-life solar panels—and why that unlocks real scale.

We trace the strategic entry into Europe through a €3.1 million German battery recycling consortium led by RWTH Aachen and Fraunhofer. With upstream partners supplying black mass and downstream partners preparing to validate cells, the project clos...


ARGENICA THERAPEUTICS LTD (AGN) - Neuroprotection For Stroke, Explained
11/03/2025

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A lab surprise turned frontline hope: we sit down with Dr Liz Dallimore, CEO of Argenica Therapeutics, to unpack a peptide drug designed to protect the brain during the chaotic minutes after stroke and other injuries. Built from a chain of arginines, the therapy targets the glutamate‑driven calcium surge that kills neurons, aiming to stabilise tissue while clot dissolvers or thrombectomy restore blood flow.

We trace Argenica’s journey from Perth lab benches to a multi‑centre Phase 2 trial across Australia, where the drug met its primary safety endpoint and showed...


HAZER GROUP LTD (HZR) - Hydrogen, Graphite, And A Faster Path To Net Zero
10/29/2025

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Heavy industry doesn’t need another moonshot. It needs a practical way to swap carbon-heavy hydrogen for a cleaner, cost-competitive alternative that slots into plants already running at scale. That’s where Hazer Group steps in: an iron ore–catalysed process that turns methane into clean hydrogen and high-purity graphite, delivered through a fluidised bed reactor built for industrial realities, not lab-bench hopes.

We sit down with Hazer CEO Glenn Corrie to unpack how the technology works, why lowering operating temperature and energy demand is the real unlock for cost, and how a...


ATLAS FUNDS MANAGEMENT - Targeting Income In A Volatile Market
10/26/2025

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A reliable pay cheque from shares sounds like a dream, but it doesn’t have to be. We sit down with portfolio manager Phil Cornet from Atlas Funds Management to unpack a straightforward idea with powerful outcomes: hold quality Australian dividend payers and sell call options over them to target a 10% annual cash yield, paid quarterly. It’s a candid look at how buy-write strategies trade some upside for steadier income and lower volatility, and why that swap can make sense when multiples stretch and nerves fray.

Phil walks us through the...


TUNGSTEN MINING NL (TGN) - Can Australia secure the world’s tungsten future?
10/21/2025

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Prices are surging, supply is squeezed, and buyers are searching for reliable sources of tungsten outside China and Russia. We sit down with Gary Lyons, Non‑Executive Chair of Tungsten Mining, to unpack how Mt Mulgine in Western Australia could become a cornerstone supplier for hardmetals, aerospace, energy, and defence—while using near‑term gold to fund the path to scale.

Gary takes us inside the market fundamentals: China at roughly 80% of concentrate, Russia near 10%, export bans in place, and a demand profile that could double over the next eight years. Agains...


NH3 CLEAN ENERGY LTD (NH3) - How NH3 Clean Energy Plans to Decarbonise Global Shipping by 2029
10/15/2025

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Australia’s Iron Corridor is one of the busiest shipping routes on earth—and one of the hardest to decarbonise. We sit down with NH3 Clean Energy chair Charles Whitfield to map a practical path forward: large-scale clean ammonia produced in the Pilbara, bunkered at Dampier, and burned by a new generation of ammonia-ready ships. Instead of chasing hype, we dig into the concrete pieces now falling into place: a 650,000 tpa phase one (scaling to 1.3 million), a 2029 first production target, and a landmark MOU with Mitsui O.S.K. Lines and Oceania Marine Ener...


STEPCHANGE HOLDINGS LTD (STH) - ERP momentum on the ASX: Step Change’s path from WA roots to tier-one delivery at scale
10/14/2025

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What if the real competitive edge in enterprise transformation isn’t a new tool, but the ability to deliver at speed with trust? We sit down with StepChange Holdings’ managing director Shane Bransby to unpack how a fresh ASX listing became a lever for credibility, talent, and tier-one wins—especially across Western Australia’s resource-heavy economy where multi-year programs demand both governance and grit.

We explore why demand for ERP transformation keeps rising: capital projects in mining and energy, the urgency of cloud migration, and the push for measurable productivity gains in finan...


GLOBAL HEALTH LTD (GLH) - From Clinics to the Couch: How Global Health Links Care Teams and Patients
10/09/2025

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Healthcare shouldn’t feel like a maze. In this candid talk with Global Health Managing Director Mathew Cherian, we unpack how a connected SaaS stack—MasterCare+ for clinicians, Lifecard for consumers, HotHealth as the digital front door, and ReferralNet for secure messaging—can turn fragmented journeys into coordinated care. The stakes are real: chronic mental health, diabetes, cardiovascular disease, and AOD services demand team-based workflows that stretch from hospital to home. With budgets tight across public and private sectors, the only path forward is smarter systems that do more with less.

Mathew...


BRAZILIAN CRITICAL MINERALS LTD (BCM) - Beyond China: The Breakthrough Deposit Transforming Critical Mineral Security
10/02/2025

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Rare earth elements are the unsung heroes powering everything from wind turbines to guided missiles, yet securing their supply remains one of the greatest challenges in the transition to clean energy and advanced technologies. In this revealing conversation with Andrew Reid, Managing Director of Brazilian Critical Minerals, we explore a breakthrough that could fundamentally alter the rare earth landscape.

The results from BCM's in-situ pilot trials at their Ema Project in Brazil have exceeded all expectations. Solution grades reaching nearly 8,000 ppm – far surpassing laboratory predictions – demonstrate the exceptional leaching characteristics of thei...