Browsing Tag
BHP Group
13 posts
Sandfire Resources (SFR) surges 4.9% as copper rally and Peru supply shock lift ASX miners
Peru's energy crisis and a Chinese sulphuric acid export ban have tightened global copper supply. Sandfire Resources is the cleanest ASX way to play it.
BHP Group (ASX: BHP) leads ASX 200 miners higher as copper thesis reignites supercycle trade
Base metals are flat. Iron ore hasn't moved. So why is BHP Group ripping the ASX 200 to a two-week high? The copper thesis is back in play.
ASX 200 climbs to two-week high as miners reignite commodity supercycle trade, BHP, Rio Tinto and Sandfire lead broad materials rally
Base metals are flat. Iron ore hasn't moved. So why are BHP, Rio Tinto and Sandfire ripping the ASX 200 to a two-week high? Sentiment is rotating fast.
Rio Tinto Q1 2026 results: What do record Pilbara iron ore volumes and Oyu Tolgoi’s 56% copper surge mean for full-year guidance?
Rio Tinto Q1 2026: 9% copper equivalent growth, Oyu Tolgoi up 56%, Pilbara iron ore second-highest since 2018. What it means for RIO investors. Read more.
BHP stock up 60% YoY as copper upgrade and $4.8bn capital recycling reinforce balance sheet ahead of Brandon Craig CEO transition
BHP Group upgrades FY26 copper guidance, banks US$4.8bn in asset sales and files Escondida New Concentrator permit. What it means for investors and the copper market.
ASX copper stocks plunge up to 10% as Iran war and LME stockpile surge push copper to US$5.49/lb
ASX copper stocks drop 3-10% after copper falls 5% to US$5.49/lb overnight. Iran war, LME stockpile surge, and China demand softness are behind the selloff. Read the full analysis.
BHP wins UK Court of Appeal ruling to end contempt proceedings tied to Brazil’s 2015 Mariana dam disaster
BHP wins UK Court of Appeal ruling ending contempt proceedings over the Mariana dam disaster as the GBP 36bn liability case heads to a 2026 damages trial. Read more.
BHP faces up to US$2bn revenue risk as China’s state buyer widens iron ore embargo to core Pilbara grades
China's state iron ore buyer widens purchase restrictions on BHP's flagship Pilbara products as a six-month contract standoff deepens. Read what this means for markets.
Rio Tinto Plc enters renewed talks to acquire Glencore Plc in a potential $207 billion mining mega-merger
Rio Tinto Plc and Glencore Plc have reopened merger talks that could reshape global mining. Find out what this means for copper, capital discipline, and investors.
Why 2025 became the year of collapsed mega-deals in Australia: Inside the Santos, BHP, and Anglo American blowups
Australia saw multiple mega-deals collapse in 2025, including failed bids for Santos and Anglo American. Discover what derailed these billion-dollar takeovers.