Tag
Australia
Everything xin.bz has published on this topic — news, commodity deep dives, and future insights.
News ·
El Niño Is Redrawing the Pacific's Water and Fishery Map — Just as Oceania Becomes More Valuable to Global Food, Energy and Critical-Mineral Supply
Australia's 28M t wheat crop and El Niño fire signature, Pacific islands splitting into dry west and wet center, tuna revenue moving between EEZs, New Zealand's west–east water divide, and Australian LNG and rare earths gaining strategic value.
Commodity Deep Dive ·
Sorghum Is the Drought-Tolerant Grain Linking Food Security to U.S.–China Feed Trade
Sorghum deep dive — the U.S. supplies 50.6% of world exports and China takes 77.6% of imports, Kansas and Texas hold 82% of the U.S. crop, and one month of Plains drought cut USDA's forecast 22%.
Commodity Deep Dive ·
Lithium Is the Battery Metal Mined on Four Continents — and China Holds 70% of the Refining Capacity
Lithium deep dive — 290,000 t of 2025 mine supply after a 31% jump in one year, Australia at 92,000 t, roughly 70% of refining in China, and carbonate at $19,750/t after a 170% rally off the 2025 trough.