BHP hit record highs after a 22% profit jump, a much bigger dividend, and copper becoming its top earnings driver as AI-driven demand accelerates. Watch iron ore weakness, Jansen potash cost blowouts, and whether the rally has already priced in the good news.
Uranium is up 11% in January to US$91.10/lb. See what’s driving the rally and which ASX producers are in focus.
Copper has pushed to record highs above US$14,000/t. See what’s driving the move, which ASX copper stocks have leverage, and the risks to watch next.
China’s export controls exposed the real rare earth choke point: processing. See how ASX names like Lynas and Arafura are positioning outside China, what risks still matter, and what it means for investors tracking critical minerals.
Benz Mining (ASX: BNZ) hit ultra high-grade shallow gold at Glenburgh. See what the results suggest for scale, costs, and the next drilling catalysts.
Electro Optic Systems (ASX:EOS) is up 850% in a year. We break down the $459m backlog, counter-drone demand, MARSS deal, and what results must prove next.
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