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Domestic inflation driving RBA policy uncertainty; per capita recession riskGeopolitical oil risk (Middle East) supporting energy namesProperty credit contraction post-budget tax changesCSL US pricing deal: strategic access vs margin dilutionAI disruption flagged as systemic 'contagion risk' by central bankersCommodity exploration renaissance across gold, tungsten, titanium, antimony, phosphateQantas industrial action risk

01 September 2026

Intelligence/Newsroom/Source context

SOURCE 016

Viking strikes 2.7% tungsten in Nevada regional hunt

SMH Business2026-09-01 14:40:29+10:00Australia

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Materials / Mining

Exploration upside for small-caps; coal strength supports large-cap miners. MRG.AX de-risked. Diversified commodity exposure attractive amid oil-driven inflation.

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The Guardian · 2026-09-01 06:08:49 UTC

Australia news live: fugitive property developer won’t give evidence this week to Icac; SBS secures rights to 2030 Fifa World Cup

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ABC News · 2026-09-01 06:02:16 UTC

Viking strikes 2.7% tungsten in Nevada regional hunt

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Australia news live: fugitive property developer won’t give evidence this week to Icac; SBS secures rights to 2030 Fifa World Cup

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