Category: Economics & Commodity Prices

Fortescue faces some tough choices as iron ore stockpiles mount at Chinese ports.

BHP is increasingly relying on copper to fill the iron ore earnings gap, but setbacks are testing the world's largest miner's resilience.

Mader Group (ASX: MAD) execs are sitting on a bumper share windfall worth more than $50m after the mining services group cleared the earnings hurdles attached to almost 8m performance rights issued under its five-year growth strategy.

The September 2026 Resources and energy quarterly forecasts Australia’s resources and energy exports earnings will rise to$422b in FY27 before beginning a steady descent across the remainder of the five-year outlook.

Demand for green lithium is set to surge but the market’s inability to price its environmental value threatens investment in the technology and capacity needed to decarbonise production, according to Tianqi Lithium.

Copper contributed more than half of BHP’s (ASX: BHP) underlying EBITDA in FY26, with the commodity’s earnings surpassing iron ore for the first time in the company’s history, despite a 3% decline in total copper production.

The Middle East conflict has had a far more contained impact on the global metals and mining markets than originally predicted, according to a new Wood Mackenzie report.

Liontown (ASX: LTR) is one step closer to achieving its ore mining run-rate target after achieving a record 3316m of underground development during Q4.

Westgold Resources (ASX: WGX) produced a record 387,354oz of gold in FY26, coming in at the top end of its guidance range.

Company tax and royalty revenue from the Australian minerals sector declined in FY24 and are expected to reduce further in coming years, according to the Minerals Council of Australia (MCA).

Electricity generation costs in the National Electricity Market (NEM) are expected to fall in the near term, as lower-cost batteries begin to compete with traditional gas-fired power generation.