Stock Analysis

• DarwinLNGreliability was 98.5%, feed gas reached a record peak of about 600 million standard cubic feet a day, and the plant produced 702 kilotonnes of LNG on a gross basis.

• The summaries state that Commercial and Industrial EBITDA rose 28.4%, and that Energy and Infrastructure benefited from higher refining margins despite the April 2026 fire at Geelong that lowered production.

• Year-to-date hedge settlements produced a net cash outflow of about US$565 million and a pre-tax profit reduction of US$519 million.

• Unit costs, excluding royalties, were at the low end of the FY2027 guidance range of A$132 to A$147 per tonne.

• Attributable saleable production, on a Yancoal-share basis, was 9.4 million tonnes, down 13 per cent from 10.8 million tonnes in the June 2026 quarter and up 2 per cent on the September 2025 quarter.

• Rio Tinto (ASX:RIO) ended the session at AUD 153.04, gaining 6.98%, after reporting a quarter of elevated copper and iron ore output.

• Newmont Corporation (ASX:NEM) surged 13.02% to AUD 174.39, tracking higher gold prices with its global portfolio of Tier 1 gold operations.