The Minerals Council of Australia is urging the Federal Government to extend the 50 per cent capital gains tax discount for individual investors in junior minerals explorers beyond its June 2027 expiry. Under the scheme, investors pay CGT on only half the profit from shares held for at least 12 months, a setting the MCA argues is critical for high‑risk greenfields exploration and early‑stage drilling campaigns. Any change to this tax treatment could materially affect capital flows to junior explorers, influencing pipeline projects for critical minerals and future mine development.

Prime minister Andy Burnham must decide whether to approve continued oil and gas production from existing North Sea fields such as Rosebank and Cambo or honour Labour’s manifesto pledge to halt new extraction. Any phase-out would affect hundreds of existing offshore platforms, subsea pipelines and onshore terminals designed around long-term reservoir depletion schedules and decommissioning plans extending into the 2040s. The decision will directly shape future investment in offshore structural integrity work, well plugging and abandonment campaigns, and potential reuse of platforms and pipelines for CO₂ transport and storage.

Western efforts to reshore critical minerals risk stalling because the bottleneck is processing, not ore supply, with China still refining roughly 50% of global copper and about 90% of rare earths, mining lawyer Rebecca Seidl-Inglesby of Baker Botts warns. She notes a typical copper mine can take 17–30 years from discovery to US production, while new refineries face 18–24‑month product qualification lags, so governments are increasingly stepping in as commercial counterparties via price floors, 10‑year offtakes and equity, as seen in the Pentagon’s multi‑billion‑dollar MP Materials deal. Projects now win funding less on geology than on integrated routes from deposit to refinery and creditworthy offtaker, with capital structures clean enough to pass foreign‑investment scrutiny.