Browsing Tag
Pilbara
38 posts
Rio Tinto (ASX: RIO) growth projects ramp as shares fall 13% in a month
Rio Tinto's Oyu Tolgoi copper output climbed 27% in Q3, Simandou reached a 10-million-tonne annualised run rate and global iron ore sales increased 3%, yet RIO has fallen almost 13% in a month. The next question is whether multiple growth projects can translate into stronger group cash flow.
October 26, 2026
Fortescue iron ore sales trail shipments by 3.9Mt as China CMRG dispute threatens production
Fortescue has reported lower iron ore shipments, rising operating costs and a widening gap between shipments and sales as negotiations with China Mineral Resources Group continue, raising the prospect of production adjustments if an agreement is not reached by year-end.
October 23, 2026
BCI Minerals reaches 90% construction at Mardie as crystallised salt climbs to 266,000 tonnes
BCI Minerals has advanced its Mardie Salt and Potash Project toward commercial production, reporting substantial salt crystallisation, nearly completed port infrastructure and sufficient funding for remaining construction, while first shipment remains targeted for 2027.
October 20, 2026
Fortescue (ASX: FMG) sales gap widens as October 22 cash-flow test looms
Fortescue shipped 46.8 million tonnes of iron ore in the September quarter but recorded only 42.9 million tonnes of sales as China Mineral Resources Group negotiations continued, pushing working capital and the balance sheet into sharper focus.
October 8, 2026
Fortescue (ASX: FMG) posts record FY26 shipments as higher costs weigh on dividend outlook
Fortescue shipped a record 201.3Mt in FY26, but a 23% lower final dividend and sharply higher FY27 costs put margins and cash flow in focus.
August 20, 2026
Develop Global fixes A$275m of Yitirrti build cost as GR Engineering signs full EPC contract
Develop Global locks A$275m Yitirrti EPC with GR Engineering, fixing the biggest slice of A$450m project capex ahead of June 2028 first concentrate.
August 17, 2026
Fortescue (ASX: FMG) shares fall as $525m Iron Bridge impairment overshadows record shipments
Fortescue shipped a record 201.3 million tonnes of iron ore in FY26 and strengthened its balance sheet, but another Iron Bridge impairment and sharply higher FY27 cost guidance have complicated the outlook.
July 31, 2026
Rio Tinto and WA Government agree A$1.1bn Dampier desal sale to Yindjibarndi
Rio Tinto (ASX: RIO) will divest its A$1.1bn Pilbara desalination stake to Yindjibarndi WaterCo, retaining water supply days before its 29 July results.
July 27, 2026
Macro Metals (ASX:M4M) updates Yandi South acquisition disclosure as JORC review moves to Q3 2026
Macro Metals has provided fuller technical disclosure around its conditional Yandi South Iron Ore Project acquisition, clarifying the status of the historical resource and its route toward modern JORC reporting.
July 16, 2026
Can Tambourah Metals (ASX:TMB) turn narrow high-grade hits into a bankable Pilbara gold resource?
Tambourah Metals is moving from promising high-grade intersections to the more demanding task of demonstrating geological continuity, resource scale and a potential development pathway across its Western Australian gold portfolio.
July 1, 2026