Shaw and Partners Research Monitor - October 2025 Edition

Reach out for report

AUSTRALIA: THE RESOURCE POWERHOUSE

  • The making of a resource nation. Martin Crabb, Chief Investment Officer

  • Iron Ore: Australia’s most important export. Andrew Hines, Head of Research

  • Uranium: Fuelling the Nuclear Renaissance. Andrew Hines, Head of Research

  • Gold: Gold’s rally shows no signs of slowing. Dorab Postmaster, Analyst

  • Copper: Balancing geopolitics, demand and supply.
    Peter Kormendy, Senior Research Analyst

  • Rare Earths: The shifting sands of a critical market.
    Peter Kormendy, Senior Research Analyst

  • The Australian Dollar, between rates and resources.
    Martin Crabb, Chief Investment Officer

  • Resource Royalties are the real goldmine. Regal Funds Management

  • Commodities powering the next decade.  L1 Capital

  • Stock recommendations: BHP (BHP), Sandfire Resources (SFR), Genesis Minerals (GMD), Ramelius Resources (RMS), Astral Resources (AAR), Aurelia Metals (AMI), Bannerman (BMN), Santana Minerals (SMI).

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