Browsing Tag
Pilbara
29 posts
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
PLS Group (ASX:PLS) has lithium recovery momentum, but Pilgangoora must now defend the valuation
PLS has lithium recovery, debt flexibility and a mid-stream plant. The test is whether Pilgangoora can defend the valuation.
June 12, 2026
Develop Global (ASX: DVP) eyes a Sulphur Springs decision as copper runs hot and Beament rebuilds the playbook
Bill Beament turned gold into billions at Northern Star. Now Develop Global faces a copper build decision that could prove the playbook transfers.
May 26, 2026
Capricorn Metals (ASX: CMM) gains 4.5% as gold rally lifts Karlawinda expansion thesis
Gold is at US$4,720 and Capricorn Metals (ASX: CMM) is months from a second mine that doubles output. The permit is the only thing standing between thesis and cash flow.
May 12, 2026
Yindjibarndi Energy advances Pilbara solar project with Rio Tinto as long-term buyer
Pilbara mines need cleaner power. Jinbi gives Rio Tinto a solar answer while testing whether Indigenous-led infrastructure can scale.
May 11, 2026
Why Rio Tinto’s 30-year Jinbi Solar deal could quietly change Pilbara power politics
Mining needs cleaner power. Jinbi shows how Rio Tinto, Yindjibarndi Energy and ACEN could reshape Pilbara energy ownership.
May 11, 2026
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.
May 7, 2026
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.
May 7, 2026
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.
April 24, 2026
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.
March 6, 2026