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Mining

How copper overtook iron ore as the main earnings engine for S&P/ASX 200 miner BHP Group (ASX: BHP)

BHP Group Limited is the world's largestMiningcompany by market capitalisation, with a portfolio spanning copper, iron ore, steelmaking coal, nickel, and potash. The company's principalAssetsare the Escondida copper mine in Chile (the world's largest copper mine), Western Australian Iron Ore (WAIO, including Mount Whaleback …

Sonal Goyal | 29 September 2026

How the Alcoa aluminium sale would refocus S&P/ASX 200 miner South32 (ASX: S32) on base and precious metals

South32 Limited is a globally diversifiedMiningand metals company with operations across the Americas, Australia, and Southern Africa. The company produces minerals and metals that are critical to the world's energy transition, including copper, zinc, silver, manganese, and aluminium products. Following the sale of Illawarra …

Sonal Goyal | 29 September 2026

What Champion Iron's Q1 FY27 Net Loss and DRPF First Production Reveal About the S&P/ASX 200 Iron Ore Developer's Transition

Champion Iron Limited (ASX:CIA) is a high-purity iron ore producer with its flagship Bloom Lake iron ore mine and concentrator in Quebec, Canada, targeting the premium high-purity and direct reduction (DR-grade) iron ore market. The company's strategicInvestmentthesis centres on the decarbonisation of steel production: …

Sonal Goyal | 29 September 2026

Is Catalyst Metals Reaching 2Moz Reserves at Plutonic Sets the Stage for a Decade of Gold Production in the S&P/ASX 200?

Catalyst Metals Limited (ASX:CYL) is a Western Australian gold producer focused on the Plutonic Gold Belt in the Murchison region, one of Western Australia's historically important gold provinces. Since consolidating the Plutonic Belt three years ago, Catalyst has invested in operational turnarounds, infrastructure rehabilitation, …

Sonal Goyal | 29 September 2026

Why Compare Unity Metals (ASX:UM1) and Accent Resources (ASX:ACS) With the S&P/ASX 200 After Their Falls?

Unity Metals and Accent Resources are both tiny explorers that sit well outside the S&P/ASX 200, and both have fallen sharply from their 2026 highs. Measuring them against the benchmark helps separate a market-wide pullback from stock-specific risks, such as a discountedCapitalraising at Unity …

Aditi Sarkar | 25 September 2026

What Would VHM (ASX:VHM) and Ardea Resources (ASX:ARL) Need to Outperform the S&P/ASX 200?

Neither VHM nor Ardea Resources sits in the S&P/ASX 200, and both pre-revenue critical minerals developers trade well below their 52-week highs. To close that gap, each most likely needs to turn a long-dated project into a funded, construction-ready asset.

Aditi Sarkar | 25 September 2026

Why Are All Ordinaries Stocks Forrestania Resources (ASX:FRS) and Solstice Minerals (ASX:SLS) Pulling Back?

Forrestania Resources and Solstice Minerals have both eased from their recent highs in September 2026, but for different reasons. Forrestania is working through heavy share issuance and a contested takeover of Zenith Minerals, while Solstice appears to be consolidating after a huge 12-month run …

Aditi Sarkar | 25 September 2026

Why Are S&P/ASX 300 Newcomers Lindian Resources (ASX:LIN) and Core Lithium (ASX:CXO) Retreating?

Lindian Resources and Core Lithium joined the S&P/ASX 300 on 21 September, but both have spent parts of September giving back ground. Lindian has slipped well below its August levels as investors weigh execution risk in Malawi, while Core Lithium's pullback looks more like …

Aditi Sarkar | 25 September 2026

What Comes Next for S&P/ASX 200 Lithium Players Mineral Resources (ASX:MIN) and Vulcan Energy (ASX:VUL)?

For Mineral Resources, the next chapter depends on whether the lithium price recovery holds up after its promotion to the S&P/ASX 50. For Vulcan Energy, it depends on building its funded German lithium project and winning back investors who have pushed the shares to …

Aditi Sarkar | 25 September 2026

ST Barbara (ASX:SBM) September 2026: The Key Story ASX Investors Should Be Watching

St Barbara (ASX:SBM) presents a different profile among ASX gold producers, with a substantial financial position alongside relatively modest current production. The company is pursuing two potential growth pathways: improving performance at the Simberi gold operation in Papua New Guinea and restarting the Touquoy …

Aditi Sarkar | 15 September 2026
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