Malaysia Clarifies Lynas License Terms Amid US Mineral Pacts
Commodities Rebecca Torres

Malaysia Clarifies Lynas License Terms Amid US Mineral Pacts

Malaysia's trade ministry stated that recent US trade and critical minerals agreements do not alter the technical conditions imposed on Lynas Rare Earths' Malaysian operations. The ministry confirmed Lynas's 10-year operating license renewal, granted on March 3, 2026, remains subject to strict waste management deadlines.

GLD
Coles Under Pressure to Sever Palantir Data Deal Amid Privacy Concerns
Technology Sarah Chen

Coles Under Pressure to Sever Palantir Data Deal Amid Privacy Concerns

Coles faces a public campaign demanding it terminate its relationship with U.S. data analytics firm Palantir. The retailer maintains the technology is used solely for business planning, not surveillance.

XLK
Telstra Urges Government to Slash $7.3B Spectrum Fee, Warns of Price Hikes
Regulation James Calloway

Telstra Urges Government to Slash $7.3B Spectrum Fee, Warns of Price Hikes

Telstra is pressuring the Australian government to reduce a proposed $7.34 billion spectrum licence renewal fee, arguing it exceeds fair value by $4.1 billion and could lead to higher mobile prices or lower investment.

South32 pivots to base metals as Mozal smelter closure looms
Commodities Rebecca Torres

South32 pivots to base metals as Mozal smelter closure looms

South32 Ltd is accelerating its transition toward base metals production, with CEO Graham Kerr projecting 90% of output will soon come from these operations. The shift coincides with the impending closure of its Mozal aluminum smelter in Mozambique.

GLD
Ampol Dividend Deadline Looms Amid Refining, Regulatory Pressures
Markets Daniel Marsh

Ampol Dividend Deadline Looms Amid Refining, Regulatory Pressures

Ampol shares will trade ex-dividend on March 6 for a fully franked 60-cent final dividend, with payment set for April 2. Investors weigh this income against falling refinery margins and an ongoing competition review of its proposed EG Australia takeover.

EWA
PLS Group's Gender Pay Gap Widens Amid Corporate Restructuring
Regulation James Calloway

PLS Group's Gender Pay Gap Widens Amid Corporate Restructuring

PLS Group's median gender pay gap in Australia increased to 15.2% from 11.1% the previous year, which the company attributes to corporate layoffs and a processing plant being placed into care and maintenance.

EWA
Santos' Beetaloo Fracking Plan Draws Scientific, Indigenous Opposition Over Hot Springs Risk
Regulation James Calloway

Santos' Beetaloo Fracking Plan Draws Scientific, Indigenous Opposition Over Hot Springs Risk

Santos' proposal to drill and frack 12 test wells in the Beetaloo Basin faces opposition from scientists and Indigenous custodians, who warn of threats to the ecologically sensitive Hot Springs Valley. The Northern Territory regulator is reviewing the environmental plan.

NAB Reports Surge in Mortgage Offset Usage Amid Rate Uncertainty
Economy Daniel Marsh

NAB Reports Surge in Mortgage Offset Usage Amid Rate Uncertainty

National Australia Bank reports a significant increase in offset account adoption, with 75% of mortgage customers now utilizing them. The trend intensifies as households brace for potential interest rate hikes.

EWA
Fortescue Directors Increase Holdings Following Strong Earnings, Dividend Boost
Earnings James Calloway

Fortescue Directors Increase Holdings Following Strong Earnings, Dividend Boost

Multiple Fortescue board members acquired shares in late February, following the iron ore miner's announcement of a 23% jump in first-half earnings and an increased interim dividend. The stock gained 2% on Thursday.

BHP RIO
ANZ Revises Key Financial Calendar, Moves Half-Year Results Forward
Earnings James Calloway

ANZ Revises Key Financial Calendar, Moves Half-Year Results Forward

ANZ Group has rescheduled its half-year financial results to May 1, six days earlier than previously planned, and adjusted the timetable for its interim dividend distribution.

ANZBY
Woodside Directors Increase Holdings Amid Leadership Transition
Markets Daniel Marsh

Woodside Directors Increase Holdings Amid Leadership Transition

Woodside Energy's board-linked trustee purchased shares for seven non-executive directors, signaling confidence during a CEO search and major project negotiations. The company's Scarborough project is 94% complete.

IPH Launches Share Buyback, ASX Rises on Tech Gains
Markets Daniel Marsh

IPH Launches Share Buyback, ASX Rises on Tech Gains

IPH Limited initiates a share repurchase program for up to 12.23 million shares, coinciding with a market rebound led by technology and healthcare sectors. Several stocks face valuation reassessments amid shifting investor sentiment.

ALAB MAT MSTR IBIT TPL