Rio Tinto Group RIO shares have shot up more than 72% in the past year, outperforming the industry and the S&P 500, which have returned 56.1% and 29.9%, respectively. In comparison, the company’s peers like BHP Group Limited BHP and TMC the metals company Inc. TMC have gained 65.9% and 53.4%, respectively, over the same time frame.

RIO Outperforms Industry & S&P 500

Image Source: Zacks Investment Research

Closing at $98.26 in the last trading session, the stock is trading close to its 52-week high of $101.53 and significantly higher than its 52-week low of $55.64. It is trading above both its 50-day and 200-day moving averages, indicating solid upward momentum and confidence in the company's long-term prospects.

RIO Stock’s 50-Day & 200-Day Moving Averages

 

Image Source: Zacks Investment Research

Let’s take a look at RIO’s fundamentals to better analyze how to play the stock.

Factors Driving Rio Tinto’s Performance

The company delivered solid growth in copper production in the fourth quarter of 2025. Per the production results, RIO’s consolidated copper output rose 5% year over year in the fourth quarter. Also, its total copper production reached 883 kiloton (kt) in 2025, up 11% on a year-over-year basis. The results were supported by the solid ramp-up at the Oyu Tolgoi site and strong performance at the Kennecott mine.RIO continues to advance its project pipeline. Using its proprietary Nuton technology, the company achieved its first copper production at the Johnson Camp mine in Arizona in December 2025. This marks a significant milestone, as Nuton enables cleaner, faster and more efficient copper recovery at an industrial scale.The Johnson Camp deployment includes the design and delivery of a heap leach technology package, targeting approximately 30,000 tons of refined copper over a four-year demonstration period. RIO plans to use Nuton technology to produce copper at this site with the lowest carbon emissions in the US.Also, the company is actively collaborating with U.S. customers to strengthen the domestic copper supply. In 2026, the company expects its copper production to be 800-870 kt. In the fourth quarter, RIO’s iron ore operations in the Pilbara facility showed improvement, with shipments rising 7% from the previous year. The aluminum production also delivered encouraging results. RIO’s aluminum output rose 2% in the quarter, on a year-over-year basis, as refinery and smelter operations improved.In March 2026, Rio Tinto announced its plans to extract gallium from its alumina refining process in Quebec. After producing its first gallium with Indium Corp. in 2025, the company plans to build a pilot plant in Canada, which is expected to begin operations in 2027. The project has received conditional funding support from Natural Resources Canada and the Government of Québec. If scaled to commercial production, the facility could produce about 40 tons of gallium annually.Also, in January 2026, Rio Tinto and Aluminum Corporation of China Limited (Chalco) entered into a deal to acquire Votorantim’s controlling stake in Brazilian aluminium company CBA through a joint venture. The joint venture will be owned 33% by Rio Tinto and 67% by Chalco. The deal will help RIO to expand its green aluminium footprint and strengthen its supply chain.Several major growth projects of the company are progressing as well. In March 2026, Rio Tinto secured a $1.175 billion financing package from International Finance Corp., IDB Invest, Export Finance Australia and Japan Bank for International Cooperation to support the development of the $2.5 billion Rincon lithium project in Salta Province, Argentina. The project aims to produce about 60,000 tons of battery-grade lithium carbonate annually, with first production expected in 2028 and a 40-year mine life.In December 2025, RIO’s Rhodes Ridge joint venture approved a $191 million feasibility study to develop one of the world’s major undeveloped iron ore deposits in Western Australia, aiming for an initial annual production of 40-50 million tons. The study is expected to conclude in 2029. In October 2025, at the Simandou iron ore project in Guinea, the first ore was loaded and transported, marking the start of commissioning across the mine, rail and port infrastructure. Despite the overall solid performance, the company has faced some challenges so far in 2026. Weather-related disruptions in March 2026 affected iron ore shipments. Planned maintenance activities at some copper mining projects temporarily reduced output, while cost pressures from inflation and higher sustaining capital spending impacted margins.RIO operates in the mineral exploration and mining markets, which include major industry players like BHP Group and TMC.

RIO’s Estimate Revisions

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for RIO’s bottom line for 2026 has increased 5% in the past 60 days.

Valuation

Image Source: Zacks Investment Research

From a valuation standpoint, Rio Tinto is trading at a forward price-to-earnings ratio of 11.45X compared with the industry’s average of 14.88X. In comparison, BHP Group and TMC are trading at 15.58X and negative 14.43X, respectively.

Conclusion

Despite ongoing operational headwinds, Rio Tinto continues to make steady progress across its assets and supports a favorable long-term outlook. Increased copper production, continued advancement in major iron ore projects and improving performance in its aluminium and lithium projects are expected to support sustained growth, suggesting that investors may consider this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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DuPont de Nemours, Inc. DD recently introduced its Inge ultrafiltration (UF) modules featuring an integrated pre-filter (iP-F), representing a notable advancement in water treatment solutions. The newly launched modules integrate pre-filtration and ultrafiltration into a single unit compared with the traditional processes that need a separate pre-filtration to eliminate debris and particulates. This can lower the plant footprint along with capital and operating expenses.  

The modules maintain the same membrane materials, dimensions and drinking water certifications as existing Inge UF products, ensuring seamless compatibility and dependable performance while improving overall efficiency. They are designed for a wide range of applications, including drinking water treatment, seawater desalination and industrial processes. 

The modules with iP-F are particularly well-suited for greenfield projects. They also perform well in facility expansions. They are ideal for containerized setups where space is limited. The integrated design helps deliver stable permeate quality. It ensures strong pathogen removal. It also improves resilience to changes in feedwater conditions. It simplifies overall system design and helps protect membrane integrity over time. 

DuPont further stated that system design and performance can be evaluated using its WAVE PRO modeling software. This capability supports more accurate planning and optimization. It also aligns with the company’s broader focus on delivering innovative solutions. The emphasis remains on technologies that are space-efficient and cost-effective. 

Shares of DD are down 17% in the past year against the industry’s 25.2% growth. 

Image Source: Zacks Investment Research

DD’s Zacks Rank & Other Key Picks

DD currently carries a Zacks Rank #1 (Strong Buy).

Other top-ranked stocks in the Basic Materials space include Compass Minerals International, Inc. CMP, Johnson Matthey Plc JMPLY and Asahi Kasei Corporation AHKSY. CMP carries a Zacks Rank of #1, while JMPLY and AHKSY have a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CMP’s current-year earnings is pegged at 89 cents per share, indicating a 285.4% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing twice, with the average surprise being 34.8%.

The Zacks Consensus Estimate for JMPLY’s current-year earnings stands at $4.34 per share, implying a 13.9% year-over-year increase. Shares of JMPLY have surged 35.5% over the past year. 

The Zacks Consensus Estimate for AHKSY’s current-year earnings is pegged at $1.38 per share, indicating a 7.8% year-over-year increase. Shares of AHKSY have surged 35.5% over the past year.

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Recent performance snapshot

BHP Group (ASX:BHP) has drawn investor attention recently, with the share price around A$54.56 and total returns over the past year, past 3 months and month all in positive territory.

See our latest analysis for BHP Group.

Recent momentum has been firm, with a 7 day share price return of 6.5% and a 90 day share price return of 14.33%, while the 1 year total shareholder return of 57.87% reflects notable long term gains.

If you are looking beyond miners and want to see where else capital is moving, this is a good moment to scan 8 top copper producer stocks

With BHP trading around A$54.56, slightly above the A$53.26 analyst price target and with an intrinsic value estimate that sits well below the market price, investors now face a key question: is there still a buying opportunity here, or is the market already pricing in future growth?

Most Popular Narrative: 2% Undervalued

With BHP Group’s last close at A$54.56 versus a narrative fair value of A$55.50, the current price sits just below where the story says it should be, according to Bailey.

Data Center and AI-Driven Copper Demand: Beyond general electrification, the explosive growth of Artificial Intelligence (AI) data centers is creating a new, capital-intensive source of demand for copper. BHP’s high-quality copper portfolio (including Escondida and Copper South Australia) is positioned to serve this sector, which requires significant copper cabling and power infrastructure, potentially tightening the global supply deficit sooner than expected.

Read the complete narrative.

Want to understand why this narrative prices BHP above today’s level? It leans heavily on copper, potash and margin assumptions that reshape long term cash flows.

Result: Fair Value of A$55.50 (ABOUT RIGHT)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there are clear pressure points, including a potential structural decline in Chinese steel demand and cost or timing setbacks at big projects like Jansen that could challenge this copper and potash driven story.

Find out about the key risks to this BHP Group narrative.

Another View: Cash Flows Paint a Tougher Picture

While Bailey’s narrative fair value sits at A$55.50, our DCF model is less generous, indicating a future cash flow value of A$36.98 with BHP trading at A$54.56. That gap points to possible overvaluation. So which story do you trust more: the narrative or the cash flows?

Look into how the SWS DCF model arrives at its fair value.

BHP Discounted Cash Flow as at Apr 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out BHP Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 8 high quality undervalued stocks. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.

Next Steps

If this mix of optimism and caution feels familiar, that is the point. Take a closer look at the data and pressure test both sides before settling on a view, starting with 1 key reward and 1 important warning sign.

Looking for more investment ideas?

You have already done the hard work by digging into BHP, so do not stop there. Broaden your watchlist with other ideas that could sharpen your portfolio.

• Target potential value opportunities before they are widely talked about by scanning 8 high quality undervalued stocks that fit your preferred quality and pricing filters.
• Strengthen your income stream by reviewing 7 dividend fortresses that combine higher yields with business fundamentals you can scrutinize in detail.
• Reduce portfolio stress by focusing on resilience first, using 9 resilient stocks with low risk scores to spot companies with lower risk scores that still meet your return expectations.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Brazil's iron ore industry offers significant opportunities due to its status as the world's second-largest producer and the anticipated production growth by 2025. Key opportunities include meeting demand from steel, construction, and automotive sectors, supported by major projects and producers like Vale and BHP's Samarco.

Dublin, April 09, 2026 (GLOBE NEWSWIRE) — The "Brazil Iron Ore Mining to 2035" report has been added to ResearchAndMarkets.com's offering.The "Brazil Iron ore Mining to 2035" provides a comprehensive coverage of Brazil's iron ore industry. provides historical and forecast data on iron ore production, reserves by country, and world iron ore prices.

The report also includes a demand drivers section providing information on factors that are affecting the country's iron ore industry such as demand from end-use sectors including steel, construction, and automobile industries. It further profiles major iron ore producers, and information on the major active, planned, and exploration projects.Brazil is the second largest iron ore producer in the world, accounting for 16.7% of global production in 2024. The country's iron ore production is expected to have increased by 1.9% in 2025 to 437.2Mt. The growth was primarily supported by the strong production from Vale, the country's largest iron ore producer. Additionally, gradual resumption of pelletizing Plant No. 4 and ramp up of the second concentrator at BHP's Samarco mine in December 2024 further supported the country's output.Report Scope

• The report contains an overview of the India Iron ore mining industry including key demand-driving factors affecting India's iron ore mining industry. It provides detailed information on reserves, reserves by country, production, competitive landscape, major operating mines, and major exploration, and development projects.

Reasons to Buy

• An overview of the Brazil iron ore mining industry.
• Key demand driving factors affecting the Brazil iron ore mining industry.
• Detailed information on reserves, reserves by country, production, competitive landscape, major operating mines, major exploration, and development projects.

Key Topics Covered:

• Executive Summary
• Macroeconomic performance
• Iron ore reserves
• Iron ore production
• Production by company
• Iron ore prices
• Competitive landscape
• Major active mines
• Major development projects
• Major exploration projects
• Demand and trade
• Brazil Mining taxes and royalties
• Appendix

Companies Featured

• Vale
• Companhia Siderurgica Nacional (CSN)
• Anglo American

For more information about this report visit https://www.researchandmarkets.com/r/u74nvw

About ResearchAndMarkets.comResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.

CONTACT:
CONTACT: ResearchAndMarkets.com
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BHP Group Limited BHP currently trades at a forward price-to-earnings multiple of 14.87X, at a premium to the Zacks Mining – Miscellaneous industry’s average of 14.20X.

The stock is also trading at a premium compared with miners like Rio Tinto Group RIO and Vale S.A VALE, at 11.41X and 7.77X, respectively.

Image Source: Zacks Investment Research

BHP shares have gained 43.5% in the past six months, outperforming the industry’s 24% growth. The Basic Materials Sector and S&P 500 have gained 19.3% and 2.1%, respectively. Over the same period, Rio Tinto and Vale have fared better, gaining 50.5% and 55.7% respectively.

BHP’s Performance vs. Industry, Sector, S&P 500 & Peers

Image Source: Zacks Investment Research

Against this valuation and performance backdrop, the key question for investors is whether BHP’s valuation premium is justified.

BHP’s 1H26 Performance Driven by Pricing and Cost Discipline

Revenues increased 11% to $27.9 billion, reflecting higher copper and iron ore prices in the first half of fiscal 2026. Underlying EBITDA increased 25% to $15.5 billion. Copper contributed 51% of the group's underlying EBITDA, rising to a record $8 billion. Underlying EBITDA margin was 58.4% compared with 51.1% in the comparable period last year. 

Disciplined cost control, strong operational performance and favorable commodity pricing led to a 22% year-over-year increase in underlying attributable profit to $6.2 billion.

BHP’s Production Strength Supports Full-Year Visibility

Iron ore output was 133.8 Mt in the first half of fiscal 2026, up 2% year over year. Production at Western Australia Iron Ore (WAIO) was a record 129.8 Mt (146.6 Mt on a 100% basis). WAIO continues to rank among the lowest-cost iron ore operations globally.

For fiscal 2026, BHP expects iron ore production of 258-269 Mt, with WAIO contribution at 251-262 Mt (284-296 Mt on a 100% basis). This factors in the planned renewal of Car Dumper 3 (CD3) and the ongoing tie-in activities for Rail Technology Program 1 (RTP1).  The company is already halfway through the targeted fiscal 2026 and poised to offset the impact of a typically wet third quarter. 

Over the medium term, WAIO production is expected to exceed 305 Mt annually, supported by expanded rail operation capacity unlocked by RTP1 and the Western Ridge Crusher Project. BHP is investing in a sixth car dumper and related infrastructure at Port Hedland.

BHP’s Robust Cash Flow Supports Ongoing Investment

Net operating cash flow increased 13% to $9.4 billion in the first half of fiscal 2026, driven by higher realized copper and iron ore prices. Free cash flow increased 10% to $2.9 billion, after spending $5.3 billion on capital and exploration projects. Capital and exploration spending is budgeted at $11 billion for fiscal 2026 and 2027, averaging $10 billion annually from fiscal 2028 to 2030. 

BHP’s Strategic Pivot Toward Future-Facing Commodities

To benefit from decarbonization, electrification, population growth and rising living standards in emerging markets, BHP plans to focus more on commodities such as copper and potash, allocating nearly 70% of its medium-term capital expenditure to these areas. 

BHP has achieved 30% growth in copper production in the last four years, and copper production reached 984 kt in the first half of fiscal 2026. The company’s expected copper production is 1.9-2.0 Mt for fiscal 2026.

The company submitted the "Escondida New Concentrator" project to the Environmental Assessment System as part of its ongoing efforts to grow the business. The new concentrator, with a likely investment of $4.4-$5.9 billion, will replace the historic Los Colorados plant, which is approaching the end of its operating life. BHP plans to install new capacity to produce 220 – 260 kt of copper annually.

Resolution Copper, a joint venture owned by BHP (45%) and Rio Tinto (55%), and the United States Forest Service (USFS) have announced the completion of a Federal land exchange. This milestone enables the next phase of technical work and development planning for the Resolution Copper project, which is one of the most significant undeveloped copper resources in the United States.

BHP is also advancing the Jansen Stage 1 potash project, a large-scale, low-cost, high-grade resource with a mine life exceeding 100 years. BHP is working toward its first production by mid-2027. Once operational, Jansen Stage 1 is expected to produce 4.35 million tons of potash annually. Stage 2 of the project has been 14% completed and is expected to deliver its first production in fiscal 2031. 

These investments will transform Jansen into one of the world’s largest potash mines, doubling production capacity to 8.5 million tons per year, positioning BHP as a major global producer of potash by the end of the decade.

BHP’s Earnings Reflect Growth in 2026, Dip Expected in 2027

The Zacks Consensus Estimate for BHP’s fiscal 2026 earnings is pegged at $4.95 per share, indicating 36% year-over-year growth. The estimate for fiscal 2027 is $4.93, suggesting a 0.6% dip.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for fiscal 2025 and 2026 has moved north over the past 90 days.

Image Source: Zacks Investment Research

Our Final Take on BHP Stock

BHP benefits from industry-leading iron ore assets, expanding exposure to copper and potash, and disciplined capital allocation. Investors holding BHP shares should continue to do so to benefit from the solid long-term fundamentals. However, new investors can wait for a better entry point considering the stock’s premium valuation and recent underperformance relative to peers, coupled with the earnings decline expected next year.

BHP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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VALE S.A. (VALE) : Free Stock Analysis Report

Rio Tinto PLC (RIO) : Free Stock Analysis Report

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USA Rare Earth, Inc. USAR shares have surged 98.6% in the past year, outperforming both the industry and the S&P 500, which have returned 56.7% and 24.6%, respectively. In comparison, the company’s peers like BHP Group Limited BHP and MP Materials MP have gained 65.3% and 107.8%, respectively, over the same time frame.

USAR Outperforms Industry & S&P 500

Image Source: Zacks Investment Research

Closing at $14.64 in the last trading session, the stock is trading below its 52-week high of $43.98 but higher than its 52-week low of $7.25. The stock is trading below both 50-day and 200-day moving averages, indicating weakness across both short and long-term trends.

USAR Stock’s 50-Day & 200-Day Moving Averages

Image Source: Zacks Investment Research

Let’s take a look at USAR’s fundamentals to better analyze how to play the stock.

Factors Driving USAR’s Performance

USAR has marked a significant milestone with the commissioning of Phase 1a of its commercial magnet production line at its Stillwater facility in Oklahoma. Due to this development, the company will be able to begin fulfilling customer orders for sintered neodymium-iron-boron (NdFeB) permanent magnets starting in the second quarter of 2026. It is worth noting that in 2025, USAR installed equipment, assembled Line 1a and prepared the facility for commissioning in 2026. The commissioning confirms the facility’s ability to operate a complex, multi-step manufacturing process at a commercial scale. The production process involves the transformation of rare earth and metallic elements into ultra-fine powder, refining it through jet milling in a controlled environment and then shaping, coating and magnetizing the material into NdFeB magnets. These high-performance magnets are used in defense, aerospace, automotive and other high-growth industries.Phase 1a is expected to ramp up to an annual run rate capacity of 600 metric tons by the end of 2026. In the quarters ahead, the addition of Phase 1b is expected to double the Stillwater facility’s total capacity to 1,200 metric tons per annum by the first quarter of 2027.Once fully operational, the Stillwater facility is expected to be one of the first large-scale NdFeB magnet plants in the United States, helping strengthen the country’s domestic rare earth supply chain. With demand for high-performance magnets rising, this milestone helps USAR tap new opportunities and support its long-term growth.USA Rare Earth also bolstered its balance sheet through PIPE financing and warrant exercises. It is worth noting that the company completed the $1.5 billion PIPE financing in January 2026. This funding is being used to make upgrades at the Stillwater plant, expand magnet finishing capabilities and complete Line 1b to increase total NdFeB magnet-producing capacity to roughly 1,200 metric tons.In March 2026, USA Rare Earth inked a deal to acquire Texas Mineral Resources Corp. in an all-stock deal worth about $73 million. This will give the company full ownership and operational control of the Round Top Project. USAR expects commercial production at Round Top to begin in 2028, with a target to process around 40,000 metric tons of rare earth and critical mineral feedstock per day by 2030. Also, USAR completed the acquisition of Less Common Metals in November 2025, which will supply critical metal and alloy feedstock for the Stillwater plant.In January 2026, USA Rare Earth entered into a non-binding Letter of Intent (the LOI) with the U.S. Department of Commerce and announced collaboration with the U.S. Department of Energy (DOE). The Department of Commerce’s CHIPS Program has provided an LOI entailing $277 million in proposed federal funding and a $1.3 billion senior secured loan under the CHIPS Act, a total of $1.6 billion. However, since its inception, USA Rare Earth has remained in the exploration and research stages, incurring losses while yet to generate any revenues. Amid its project development phase, the company has been grappling with rising operational expenses, adversely impacting its margins and profitability. In fourth-quarter 2025, USAR’s selling, general and administrative expenses increased to $18.5 million from $4.5 million in the year-ago quarter due to a rise in legal & consulting costs, higher headcount & recruiting fees, and other costs.Research and development expenses rose to $7.2 million compared with $1.4 million reported in the year-ago quarter due to an increase in employee-related expenses. The lack of revenues and elevated expenses resulted in a loss of 19 cents per share in the fourth quarter.USAR operates in the mineral exploration and mining markets, which include major industry players like BHP Group and MP Materials.

USAR’s Estimate Revisions

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for USAR’s bottom line for 2026 has decreased in the past 60 days.

Valuation

Image Source: Zacks Investment Research

From a valuation standpoint, USA Rare Earth is trading at a forward price-to-earnings ratio of a negative 24.75X against the industry average of 14.20X. In comparison, BHP Group and MP Materials are trading at 14.87X and 139.40X, respectively.

Final Take

USA Rare Earth recently commissioned Phase 1a of its commercial magnet production line at the Stillwater facility in Oklahoma. The company strengthened its strategy through the acquisition of Less Common Metals and the planned purchase of Texas Mineral Resources to secure the Round Top Project. However, it remains pre-revenue and continues to incur losses as operating and R&D expenses are rising, which is expected to weigh on this Zacks Rank #3 (Hold) company’s near-term performance.While current shareholders should hold their positions, new investors should wait for the stock to retract some of its recent gains and provide a better entry point. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report

MP Materials Corp. (MP) : Free Stock Analysis Report

USA Rare Earth Inc. (USAR) : Free Stock Analysis Report

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• BHP Group (ASX:BHP) is shifting emphasis toward energy and resource security as global energy disruptions continue.
• Its top Australian executive highlighted that, for now, policymakers are prioritizing reliable supply over rapid decarbonization.
• BHP is still pursuing emissions cuts and renewables, but major hurdles like diesel use and haulage decarbonization remain unresolved.

For you as an investor, this highlights how a major diversified miner is balancing its role in supplying raw materials with pressure to cut emissions. ASX:BHP sits at the intersection of global commodities demand, energy reliability and climate policy, so even small shifts in emphasis can influence how its ESG profile is viewed. The focus on security of supply reflects ongoing disruptions in global energy markets and concerns around maintaining production.

Looking ahead, the tension between decarbonization goals and energy security is likely to influence BHP’s capital allocation, technology choices and engagement with regulators. Investors tracking ASX:BHP may want to monitor how the company approaches diesel reduction, haulage solutions and renewable integration, as these issues can affect long term operating costs, project timelines and access to certain pools of capital.

Stay updated on the most important news stories for BHP Group by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on BHP Group.

ASX:BHP 1-Year Stock Price Chart

Does the team leading BHP Group have what it takes? See our full breakdown of the management team’s track record and compensation.

Quick Assessment

• ⚖️ Price vs Analyst Target: At A$50.23 versus a consensus target of about A$53.68, the share price sits roughly 6% below analyst expectations.
• ❌ Simply Wall St Valuation: Shares are trading about 28.7% above the platform’s estimated fair value, which flags an overvalued status.
• ❌ Recent Momentum: The 30 day return of roughly 8.3% decline shows recent pressure on the share price.

There is only one way to know the right time to buy, sell or hold BHP Group. Head to Simply Wall St’s
company report for the latest analysis of BHP Group’s Fair Value.

Key Considerations

• 📊 The pivot toward energy security suggests capital may lean toward reliability of supply while decarbonization projects are tackled more gradually.
• 📊 Watch how A$50.23 compares to the A$53.68 target, any updates to earnings forecasts, and disclosure on diesel reduction, haulage technology and renewable spend.
• ⚠️ One flagged risk is an unstable dividend track record, which matters if higher decarbonization or energy security costs put extra pressure on future payouts.

Dig Deeper

For the full picture, including more risks and rewards, check out the
complete BHP Group analysis. Alternatively, you can visit the
community page for BHP Group to see how other investors believe this latest news will impact the company’s narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Wheaton Precious Metals Corp. (NYSE:WPM) ranks among the most profitable Canadian Stocks to buy now. On March 13, Wheaton Precious Metals Corp. (NYSE:WPM) reported fourth-quarter 2025 results, highlighting historic financial success and a significant billion-dollar streaming agreement.

The company’s revenue totaled $865 million, with net earnings of $558 million, reflecting a 533% increase from Q4 2024. Operating cash flow increased 134% year-over-year to $746 million, fueled by higher levels of production and notably higher material prices. Wheaton Precious Metals Corp. (NYSE:WPM) produced 690,000 GEOs in 2025, above the midpoint of its projection range by around 9%.

The company also mentioned a separate silver stream from BHP’s $4.3 billion shareholding in Peru’s Antamina mine. The transaction, completed on February 16, allows Wheaton Precious Metals Corp. (NYSE:WPM) to receive 33.75% of payable silver till 100 million ounces are delivered, followed by 22.5% for the mine’s life.

Wheaton Precious Metals Corp. (NYSE:WPM) is a leading precious metals streaming company, providing upfront financing to miners in exchange for long-term contracts to buy metals such as silver, gold, palladium, and cobalt at fixed costs.

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Juan Andrés Morel Appointed Chairman; Henri van Rooyen Steps Down Following Years of Service

Tamarack, Minnesota–(Newsfile Corp. – March 26, 2026) – Talon Metals Corp. (TSX: TLO) (OTCID: TLOFF) ("Talon" or the "Company") announced that, effective today, its Board of Directors has appointed Juan Andrés Morel as Chairman of the Board. Mr. Morel succeeds Henri van Rooyen, who is stepping down from the role following many years of leadership and service to Talon. Mr. Morel joined Talon's Board in connection with the closing of Talon's acquisition of Eagle Mine and the associated Humboldt Mill in January 2026.

Mr. Morel brings more than 30 years of mining industry experience spanning operations, engineering, project development, and executive leadership. He is Executive Vice President and Chief Operating Officer at Lundin Mining, overseeing global operations and project development. Prior to joining Lundin Mining in 2022, he held senior operating and technical leadership roles at BHP, Antofagasta Minerals, and CODELCO.

Mr. van Rooyen has led Talon's development for more than a decade. Since being appointed Chief Executive Officer in 2012, he has shaped the Company's strategic direction, advancing the Tamarack Nickel-Copper Project from concept through expansion and into environmental review in tandem with the progression of the U.S. Department of Energy-funded North Dakota Battery Minerals Processing Facility. He also led the acquisition of the Eagle Mine and Humboldt Mill to establish a U.S. nickel-copper platform.

"Henri's contributions in guiding Talon to where it is today cannot be quantified," said Darby Stacey, CEO of Talon. "He has led tirelessly through both exciting and challenging times and has shaped the company through important stages of its development, including the recent transformational acquisition of the Eagle Mine and Humboldt Mill. Under Henri's leadership, the transition has advanced exceptionally well and ahead of schedule, leaving Talon well prepared for Juan Andrés to assume the role of Chairman. Juan Andrés brings extensive operating experience, strong technical and strategic insight, and a clear understanding of our business and industry. We look forward to working closely with him as we continue advancing Talon's strategy and building on the progress already underway."

Mr. Morel said, "I am honored to assume the role of Chairman of the Board at this important time for Talon. I want to thank Henri for his years of leadership and service. Through my role at Lundin Mining and my involvement in Talon's acquisition of the Eagle Mine and Humboldt Mill, I have had the opportunity to get to know these operations and the broader business well. Talon has a strong asset base, a clear strategic direction, and an experienced leadership team. I look forward to working closely with the Board and management team to support Talon's continued progress and long-term success."

Mr. van Rooyen said, "It has been the greatest privilege to lead Talon for the past 14 years. When we started at Tamarack, we were a small team with a dream and a highly prospective land position in the 11-mile Tamarack Intrusive Complex. Today, thanks to the extraordinary combination of unique skills, tenacity, and innovation demonstrated by our incredible Talon team, as well as the support of the Department of War, the Defense Logistics Agency, and the Department of Energy, Talon has delivered multiple discoveries, including the Vault Zone and Boulderdash, 8 miles from Eagle. During this time, the iterative Minnesota environmental review process resulted in an innovative Tamarack Nickel-Copper Project that addressed stakeholder concerns. Having long admired the achievements of the Eagle team, it is a privilege to see the pieces of a U.S. nickel-copper platform coming together at an important time for U.S. critical minerals. I have full confidence in Darby, Juan Andrés, and the entire unified 505-person Talon team to execute on the Company's strategy. Thank you to every member of the Talon family for your dedication and unwavering belief in our vision."

ABOUT TALONTalon is a TSX-listed base metals company advancing and operating high-grade nickel-copper assets in the United States, including 100% ownership of the Eagle Mine and Humboldt Mill in Michigan, the only primary nickel mine currently operating in the United States, and the Tamarack Nickel-Copper-Cobalt Project in Minnesota. Talon is in a joint venture with Rio Tinto on the high-grade Tamarack Nickel-Copper-Cobalt Project located in central Minnesota. Talon's shares are also traded in the US over the OTC market under the symbol TLOFF. The Tamarack Nickel-Copper-Cobalt Project comprises a large land position (18 km of strike length) with additional high-grade intercepts outside the current resource area. Talon has an earn-in right to acquire up to 60% of the Tamarack Nickel-Copper-Cobalt Project and currently owns 51%. Talon has a neutrality and workforce development agreement in place with the United Steelworkers union. Talon's Beulah Mineral Processing Facility in Mercer County was selected by the US Department of Energy for a US$114.8 million funding grant from the Bipartisan Infrastructure Law and the US Department of War awarded Talon a grant of US$20.6 million to support and accelerate Talon's exploration efforts in both Minnesota and Michigan. Talon has well-qualified and experienced exploration, mine permitting, mine development, operations, and community relations teams.

For additional information on Talon, please visit the Company's website at www.talonmetals.com or contact:

Media Contact:Jen Heikkila(906) 236-2580jen.heikkila@talonmetals.com

Investor Contact:Mike Kicis(647) 968-0060kicis@talonmetals.com

 

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/290158

Compass Minerals International, Inc. CMP has made an announcement to fully redeem the $150 million aggregate principal amount outstanding of its 6.750% Senior Notes due 2027 in an attempt to deleverage and strengthen its balance sheet.

This is a part of the company’s broader balance sheet transformation plan. It will redeem the notes on March 30, 2026, using cash on hand. The redemption price will be set at 100% of the principal amount, along with any accrued and unpaid interest up to, but excluding, the redemption date. This redemption highlights Compass Minerals’ focus on improving the maturity profile to benefit the company’s overall financial position.

The deleveraging plan remains a top priority for the company’s fiscal 2026 goal. It was facilitated by the company’s strong liquidity position. While the company has issued a notice of redemption through the trustee to current registered holders, the announcement does not constitute a notice under the indenture governing the 2027 Notes.

At the end of the first quarter of 2026 (its last reported quarter), the company reported a $341.7 million in liquidity, comprising of $46.7 million in cash and cash equivalents and $295.0 million of availability under its $325 million revolving credit facility. Its net debt stood at $883.6 million at the quarter’s end, up from $832.2 million at the end of the prior-year quarter.

CMP stock has rallied 157.7% over the past year against the industry’s 1.2% decline.

Image Source: Zacks Investment Research

CMP’s Zacks Rank & Other Key Picks

CMP currently sports a Zacks Rank #1 (Strong Buy).

Some other top-ranked stocks in the Basic Materials space are Agnico Eagle Mines Limited AEM, Compañía de Minas Buenaventura S.A.A. BVN and Balchem Corporation BCPC.

While AEM and BVN sport a Zacks Rank #1 each at present, BCPC carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for AEM’s 2026 earnings is pegged at $13.28 per share, indicating a rise of 60.39% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 10.77%. AEM’s shares have soared 78.2% over the past year.

The Zacks Consensus Estimate for BVN’s 2026 earnings is pinned at $3.88 per share, indicating a 17.58% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 80.4%. BVN’s shares have jumped 109% over the past year.

The Zacks Consensus Estimate for BCPC’s 2026 earnings is pinned at $5.47 per share, indicating a 6.2% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the four trailing quarters, while missing it in the remaining two.

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Why BHP’s potash and energy moves matter for the stock

BHP Group (ASX:BHP) is drawing fresh attention as investors weigh its plans for a tighter global potash market, fresh comments on energy security versus decarbonization, and an upcoming CEO transition tied to copper and potash growth.

See our latest analysis for BHP Group.

BHP’s recent potash commentary, CEO succession and portfolio reshaping come as the share price sits at A$50.12, with a 9.86% 90 day share price return and a 75.02% five year total shareholder return. This suggests momentum has been building over the longer term.

If you are looking beyond a single miner and want to see how other producers are positioned for the next leg in commodities, now could be a good time to check out 8 top copper producer stocks

With BHP Trading at A$50.12, showing a 32.10% 1 year total return and sitting about 6% below the average analyst price target, is the market still underestimating its potash and copper pivot, or is it already pricing in years of growth?

Most Popular Narrative: 9.7% Undervalued

At A$50.12, the narrative fair value of A$55.50 implies upside in BHP’s potash and copper pivot that the current share price is not fully reflecting.

Significant exposure to future-facing commodities such as copper and potash positions BHP to benefit from increased demand driven by electrification, urbanization, and the global energy transition. This is likely to support long-term revenue growth.

Read the complete narrative.

Want to see what is baked into that potash and copper story? The narrative focuses on future cash flows, capital discipline and margin resilience. The full breakdown connects long life assets, new projects and long dated demand trends into one valuation pitch.

Result: Fair Value of A$55.50 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there is still clear downside risk if Chinese steel demand weakens faster than expected, or if Jansen faces further cost blowouts and timeline slippage.

Find out about the key risks to this BHP Group narrative.

Another Take on BHP’s Valuation

The user narrative sees BHP as 9.7% undervalued at A$50.12, using a fair value of A$55.50. On earnings, though, the picture is less forgiving. BHP trades on a 17.3x P/E, richer than the Australian metals and mining industry at 12.3x and above its own DCF estimate of A$38.96, which points to an overvalued outcome instead. For you, that raises a simple question: which story deserves more weight, the upbeat narrative or the more cautious cash flow model?

Look into how the SWS DCF model arrives at its fair value.

BHP Discounted Cash Flow as at Mar 2026

Next Steps

With a mix of optimism around BHP’s growth plans and clear risks on the table, it makes sense to check the numbers yourself and move quickly to your own view, starting with 1 key reward and 1 important warning sign

Looking for more investment ideas?

If BHP has sharpened your interest, do not stop here. The right mix of other stocks could be what makes your next move count.

• Spot opportunities in companies the market may be overlooking by scanning screener containing 14 high quality undiscovered gems that already show strong underlying fundamentals.
• Secure potential cash flow from your portfolio by checking out 6 dividend fortresses focused on higher yielding names with staying power.
• Sleep easier at night by reviewing 9 resilient stocks with low risk scores that score well on resilience and financial strength.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

This article first appeared on GuruFocus.

BHP Group (NYSE:BHP) is positioning for a potentially tighter global potash market over the next decade, as steady demand growth could begin to run ahead of limited new supply and ongoing geopolitical disruptions. The company expects demand for the crop nutrient to rise around 2% to 3% annually, while supply additions remain constrained outside of its Jansen project, a dynamic that could contribute to a broader fertilizer supply shock already influenced by conflict in the Middle East. Karina Gistelinck, BHP's head of potash, indicated the market could move into deficit by 2035, noting that pressure on the supply side is expected to build over time.

• Warning! GuruFocus has detected 3 Warning Signs with BHP.
• Is BHP fairly valued? Test your thesis with our free DCF calculator.

The Jansen project in Saskatchewan is central to that outlook, with production scheduled to begin in mid-2027 and ramp up to 4.1 million tons of annual capacity within two years. A second phase could expand output to about 8.5 million tons early next decade, potentially establishing Jansen as a significant new supply source in an otherwise tight market. Gistelinck is currently in Brazil working to convert preliminary commercial agreements into binding contracts ahead of the project's startup, suggesting BHP is moving early to secure demand before volumes come online.

Brazil is expected to be a key destination, given it represents roughly 20% of global potash demand and imports nearly all of its supply, while Southeast Asia, China, India, and the US are also being targeted as major markets. At the same time, BHP acknowledged it has learned a very expensive lesson after costs for Jansen's first phase rose to $8.4 billion, exceeding earlier estimates. Despite that, the company continues to frame potash as a long-term strategic pillar, with Gistelinck describing it as the iron ore of the future, pointing to its potential to evolve into a major earnings driver over time.

(Bloomberg) — Ongoing energy disruptions will set back efforts to curb greenhouse gas emissions as nations prioritize supply security, according to one of the most senior executives at the world’s top mining company, BHP Group. 

“Geopolitical fragmentation has repositioned resources and energy from traded commodities into instruments of national power,” Geraldine Slattery, president of BHP’s Australian operations, which include vast iron ore to copper mines, said in a speech in Canberra. “Resource and energy security and affordability have overtaken supply chain decarbonization as the dominant policy priority in many major economies.”

That shift has “real implications for investment decisions, and for the pace and pathways of decarbonization,” Slattery said in the Tuesday speech.

Volatility across oil and gas markets as a result of the conflict in the Middle East and a squeeze on tanker traffic through the vital Strait of Hormuz has prompted some nations to cap fuel exports and others in Asia to turn back to coal. While there’s evidence of consumers snapping up electric cars, solar systems and other green technologies to limit reliance on fossil fuels, major industries face a far more difficult task.

Melbourne-based BHP, which has cut operational emissions more than a third from a fiscal year 2020 baseline, is switching some large sites to renewable energy and deploying electric equipment, including giant haul trucks. Still, the producer faces challenges in significantly curbing its use of diesel-powered vehicles and told investors last year that spending on decarbonization would slow until the 2030s to reflect the sluggish development of technology.

Rio Tinto Group, another major miner, in December revised its forecast spending on emissions cuts through 2030 to $1 billion to $2 billion, from a previous estimate of $5 billion to $6 billion. 

“Decarbonizing large industrial sectors depends on technologies that are not yet commercially viable at scale, rely on immature supply chains, or lack established markets,” Slattery said. “Diesel displacement in large-scale haulage and fugitive emissions from coal mining remain technically and commercially difficult to address.”

More stories like this are available on bloomberg.com

©2026 Bloomberg L.P.

POSCO Holdings Inc. PKX is advancing its battery materials strategy through its subsidiary POSCO Future M. The company is developing natural graphite anode materials using methane gas as an alternative carbon source.  

POSCO Future M recently signed a memorandum of understanding (MOU) with U.S.-based Molten for jointly developing key raw materials for natural graphite anode material. The company is specifically leveraging Molten’s methane-based graphite production technology, where methane is thermally decomposed at high temperatures into hydrogen and solid carbon. This solid carbon can then be engineered into high-purity graphite suitable for lithium-ion battery anodes. 

This initiative aims to replace conventional coal and petroleum-based feedstocks with methane, enabling a cleaner and potentially more cost-efficient production process for lithium-ion battery anodes. The process reduces reliance on carbon-intensive inputs and avoids many of the emissions associated with traditional graphite production methods. 

The use of methane is expected to significantly lower the carbon intensity of graphite production while improving scalability, aligning with the rising demand for sustainable EV battery supply chains. The approach could also enhance cost competitiveness given methane’s relative abundance and stable supply compared with traditional raw materials. It supports efforts to diversify supply chains away from China-dominated graphite markets. 

The project aligns with POSCO’s ambition to build a fully integrated battery materials ecosystem spanning raw material sourcing, refining and advanced material manufacturing. Innovations such as methane-based graphite production position POSCO Future M to strengthen its role in next-generation anode technology.  

Shares of PKX are up 12.5% over the past year against the industry’s 4.1% fall. 

Image Source: Zacks Investment Research

PKX Zacks Rank & Key Picks

PKX currently carries a Zacks Rank of #3 (Hold).

Some better-ranked stocks in the Basic Materials space are DuPont de Nemours, Inc. DD, Compass Minerals International, Inc. CMP and Carpenter Technology Corporation CRS. DD and CMP sport a Zacks Rank of #1 (Strong Buy), while CRS carries a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for DD’s current fiscal-year earnings stands at $2.28 per share, reflecting a 36% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%. 

The Zacks Consensus Estimate for CMP’s current fiscal-year earnings is pegged at 89 cents per share, indicating a 285.42% year-over-year rise. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 35%. 

The Zacks Consensus Estimate for CRS’s current fiscal-year earnings is pegged at $10.28 per share, indicating a 37.43% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 9.23%. 

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Company Announces Full Redemption of 6.750% Senior Notes due 2027

OVERLAND PARK, Kan., March 24, 2026–(BUSINESS WIRE)–Compass Minerals International, Inc. (NYSE: CMP) ("Compass Minerals" or the "Company") has accelerated its ongoing balance sheet transformation and deleveraging plan with today’s announcement that the Company has issued a notice of full redemption for the $150 million aggregate principal amount outstanding of its 6.750% Senior Notes due 2027 (the "2027 Notes").

Peter Fjellman, chief financial officer, commented, "One of our top priorities for fiscal 2026 is to execute on a decisive deleveraging plan. We are pleased to use our strong liquidity to pay down this debt ahead of schedule. This redemption and the resulting improved maturity profile demonstrate our commitment to improving the company’s financial position."

The 2027 Notes will be redeemed on March 30, 2026 (the "Redemption Date") with cash on hand at a redemption price equal to 100% of the principal amount thereof, plus accrued and unpaid interest thereon to, but excluding, the Redemption Date.

A notice of redemption was sent by the trustee for the 2027 Notes to all currently registered holders of such 2027 Notes. This press release does not constitute a notice of redemption under the indenture governing the 2027 Notes.

About Compass Minerals

Compass Minerals (NYSE: CMP) is a leading global provider of essential minerals focused on safely delivering where and when it matters to help solve nature’s challenges for customers and communities. The company’s salt products help keep roadways safe during winter weather and are used in numerous other consumer, industrial, chemical and agricultural applications. Its plant nutrition products help improve the quality and yield of crops while supporting sustainable agriculture. Compass Minerals operates 11 production and packaging facilities with more than 1,800 employees throughout the U.S., Canada and the U.K. Visit compassminerals.com for more information about the company and its products.

Forward-Looking Statements and Other Disclaimers

This press release may contain forward-looking statements. These statements are based on the Company’s current expectations, estimates and projections and involve risks and uncertainties that could cause the Company’s actual results to differ materially. The differences could be caused by several factors including those factors identified in the "Risk Factors" and "Management’s Discussion and Analysis of Financial Condition and Results of Operations" sections of the Company’s Annual and Quarterly Reports on Forms 10-K and 10-Q, including any amendments, as well as the Company’s other SEC filings. Opinions expressed are current opinions as of the date hereof. Investors are cautioned not to place undue reliance on such forward-looking statements and should rely on their own assessment of an investment. The Company undertakes no obligation to update any forward-looking statements made in this press release to reflect future events or developments, except as required by law.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260324064880/en/

Contacts

Investor Contact Brent CollinsVice President, Treasurer & Investor Relations+1.913.344.9111InvestorRelations@compassminerals.com

Media Contact Kevin GabrielSenior Director, Corporate Affairs+1.913.344.9265MediaRelations@compassminerals.com

BASF SE BASFY has commenced operations at the world’s first industrial-scale production plant for 3D-printed catalysts at its Ludwigshafen site in Germany, marking a major step forward in catalyst manufacturing and the integration of additive manufacturing into core chemical processes. The facility is based on the company’s ground-breaking X3D technology. 

The plant produces catalysts with precisely engineered three-dimensional geometries that combine high mechanical strength with an open structure. This design significantly improves mass transfer and reduces pressure drop within reactors, enabling higher throughput and more efficient operations. This enables higher yields, lower energy use and reduced emissions, supporting stricter sustainability goals. 

A key differentiator of BASF’s X3D technology is its ability to create complex catalyst shapes that are not achievable through traditional manufacturing methods such as extrusion or tableting. This design flexibility allows for tailored solutions that optimize flow dynamics and reaction conditions for specific industrial applications. 

The startup of the Ludwigshafen facility marks an important milestone in BASF’s innovation and digitalization journey. It enables faster scaling of customized catalyst solutions, shortens development cycles and enhances the company’s ability to serve global customers with differentiated products. 

The new plant reinforces BASF’s position in the high-value catalyst market and highlights its commitment to enabling more sustainable and efficient chemical production. 

Shares of BASFY are down 1.8% over the past year compared with the industry’s 7.1% decline. 

Image Source: Zacks Investment Research

BASFY’s Zacks Rank & Key Picks

BASFY carries a Zacks Rank of #3 (Hold). 

Better-ranked stocks in the Basic Materials space include DuPont de Nemours, Inc. DD, Compass Minerals International, Inc. CMP and Johnson Matthey plc JMPLY. DD and CMP sport a Zacks Rank of #1 (Strong Buy), while JMPLY carries a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for DD’s current fiscal-year earnings stands at $2.28 per share, implying a 36% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%. 

The Zacks Consensus Estimate for CMP’s current fiscal-year earnings is pegged at 89 cents per share, indicating a 285.42% year-over-year rise. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 35%. 

The Zacks Consensus Estimate for JMPLY’s current fiscal-year earnings is pegged at $3.32 per share, indicating a 13% year-over-year decrease. Shares of JMPLY have jumped 30.2% over the past year.

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BHP Group’s fair value estimate has shifted from A$51.98 to A$52.50, putting a small spotlight on how analysts are recalibrating their expectations. This move sits within a wide spread of ratings from Sell to Buy, with price targets in multiple currencies reflecting different views on how well BHP’s current share price lines up with its commodity exposure and earnings power. Read on to see how these changing targets fit into the broader story and what you can watch to keep up with the evolving narrative.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value BHP Group.

What Wall Street Has Been Saying 🐂 Bullish Takeaways

• Argus set a US$90 price target, up from US$68, and keeps a Buy rating, highlighting long term fundamentals and an improving outlook as Chinese economic conditions are described as stabilizing.
• Barclays lifted its target to 2,770 GBp from 2,500 GBp with an Equal Weight rating, while Citi moved to 2,800 GBp from 2,600 GBp and stays Neutral, signaling that several firms see room in their models for higher valuation support.
• Deutsche Bank pushed its target to 2,400 GBp from 2,350 GBp and keeps a Hold rating, reflecting incremental adjustments rather than a sharp reset of expectations.

🐻 Bearish Takeaways

• Berenberg raised its target to 2,600 GBp from 2,300 GBp but maintains a Sell rating, underscoring concern that the current share price still screens as demanding against its assumptions.
• JPMorgan most recently trimmed its target to 2,500 GBp from 2,650 GBp and remains Neutral, pointing to a more cautious stance after earlier upward revisions.
• Bernstein reduced its target to US$48 from US$49.50 and keeps a Market Perform rating, stressing that commodity selection and valuation are central to return potential in large miners like BHP.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!

ASX:BHP 1-Year Stock Price Chart

We've flagged 1 risk for BHP Group. See which could impact your investment.

What's in the News

• BHP is reported to be waiting on the outcome of Rio Tinto's talks to acquire Glencore and is not currently planning a rival bid, according to sources cited by Reuters.
• Rio Tinto's discussions to purchase Glencore are described as putting BHP under pressure to respond, with the potential deal viewed as a possible catalyst for large scale transactions in 2026.
• BHP and Rio Tinto have agreed non binding memoranda of understanding to study joint extraction of up to 200 million tonnes of iron ore from neighbouring Pilbara deposits, including potential processing of BHP ore through Rio Tinto facilities.
• BHP updated cost and schedule estimates for the Jansen Stage 1 potash project to a total expected investment of US$8.4b and first production timing in mid 2027, and reported quarterly and half year copper and iron ore production to 31 December 2025.

How This Changes the Fair Value For BHP Group

• Fair value estimate in A$ terms has adjusted from A$51.98 to A$52.50.
• Assumed revenue growth rate in US$ terms has shifted from 0.74% to 0.90%.
• Forecast net profit margin has moved from 24.60% to 24.42%.
• Future P/E multiple has changed from 17.44x to 17.57x.
• Discount rate has edged from 8.33% to 8.31%.

Never Miss an Update: Follow The Narrative

Narratives link BHP Group's business story to analyst forecasts and fair value in one place. They refresh as new earnings, project updates, and commodity news are incorporated.

Head over to the Simply Wall St Community and follow the Narrative on BHP Group to stay up to date on:

• How copper and potash projects are expected to tie into decarbonization and electrification demand.
• What long life, low cost assets and disciplined capital management could mean for earnings resilience and cash flow.
• Key risks around iron ore concentration, China exposure, project execution, regulation, inflation, and ESG pressures.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Nucor Corporation NUE has released its earnings guidance for the first quarter of 2026, indicating higher profitability supported by improved performance across its core operating segments, especially the steel mills. The company projects earnings per share in the range of $2.70 to $2.80, higher than the fourth-quarter 2025 net earnings of $1.64 and adjusted earnings of $1.73. This guidance is driven by stronger steel demand and better pricing conditions. NUE logged earnings of 67 cents and adjusted earnings of 77 cents in the prior-year quarter. 

Earnings in the steel mills segment are expected to increase sequentially on higher average selling prices and volumes. The steel products segment is also likely to see improved performance due to stronger volumes and stable prices. The raw materials segment is expected to deliver modestly higher earnings. 

Nucor repurchased around 0.7 million shares during the first quarter at an average price of $175.19 per share and has returned roughly $250 million to shareholders year to date through a combination of share repurchases and dividend payments. This signals its continued commitment to shareholder value. 

The company plans to release first-quarter 2026 earnings on April 27, 2026, after market close. 

Shares of NUE have risen 32.8% over the past year compared with the industry’s 33.6% growth. 

Image Source: Zacks Investment Research

NUE Zacks Rank & Key Picks

NUE carries a Zacks Rank #3 (Hold) at present. 

Some better-ranked stocks in the Basic Materials space are BHP Group Limited BHP, Balchem Corporation BCPC and Carpenter Technology Corporation CRS.  

At present, BHP, BCPC and CRS carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

The Zacks Consensus Estimate for BHP’s current-year earnings is pegged at $4.93 per share, indicating a rise of 35.44% year over year. Shares of BHP have gained 37% over the past year. 

The Zacks Consensus Estimate for BCPC’s current fiscal-year earnings is pinned at $5.47 per share, indicating a 6.21% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing twice. 

The Zacks Consensus Estimate for CRS’ current-year earnings is pegged at $10.28 per share, implying a 37.43% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 9.23%. 

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

POSCO Holdings, Inc. PKX, through its subsidiary POSCO Future M, has signed a memorandum of understanding (MOU) with U.S.-based battery materials firm Sila to jointly develop next-generation battery materials. This will strengthen its strategic position in the rapidly expanding electric vehicle (EV) supply chain.  

The partnership focuses on combining POSCO Future M’s established expertise in cathode, anode and carbon materials with Sila’s advanced silicon anode technology to accelerate the development of high-performance batteries.  

The companies will collaborate on research and development of silicon-based anode materials that can store significantly more energy than conventional graphite anodes, enabling longer driving ranges of EVs, faster charging and improved overall battery efficiency. This initiative reflects POSCO Future M’s broader open innovation strategy to secure leadership in next-generation battery technologies.  

The collaboration is poised to create significant value by bringing together complementary strengths and advanced technological expertise. It is expected to drive strong synergies, accelerate the commercialization of next-generation battery materials and strengthen both companies’ ability to capitalize on the growing global demand for advanced energy storage solutions across electric vehicles. Top of Form 

Shares of PKX have gained 3.7% over the past year compared with the industry’s 1.3% fall. 

Image Source: Zacks Investment Research

PKX’s Zacks Rank & Key Picks

PKX currently carries a Zacks Rank of 3 (Hold).

Some better-ranked stocks in the Basic Materials space are Impala Platinum Holdings Limited IMPUY, BHP Group Limited BHP and Fortuna Mining Corp. FSM. IMPUY, BHP and FSM each sport a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for IMPUY’s current fiscal-year earnings is pegged at $2.12 per share, indicating a 4,140% year-over-year increase. Shares of IMPUY have jumped 117.2% over the past year.

The Zacks Consensus Estimate for BHP’s current fiscal-year earnings stands at $4.93 per share, implying a 35.44% year-over-year rise. Shares of BHP have gained 38.5% over the past year.

The Zacks Consensus Estimate for FSM’s current fiscal-year earnings is pegged at $1.85 per share, suggesting a 180.3% year-over-year surge. Shares of FSM have rallied 58.6% over the past year.

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Vancouver, British Columbia–(Newsfile Corp. – March 19, 2026) – Koulou Gold Corp. ("Koulou Gold" or the "Company") is pleased to announce that Sonia Scarselli has been appointed as a director of the Company, following the resignation of Gilbert Stein. Ms. Scarselli has been selected by Endeavour Canada Holdings Corporation, a subsidiary of Endeavour Mining ("Endeavour"), as its nominee to the Company's board in accordance with the investor rights agreement dated May 24, 2024. Mr. Stein has resigned as part of a planned transition within Endeavour.

Sonia is the Executive Vice President of Exploration at Endeavour, having joined in January 2025. Prior to joining Endeavour, Sonia Scarselli led BHP's Metals Exploration division and BHP's innovative accelerator program, BHP Xplor, with a focus on creating transformative and collaborative approaches to further expand the company's future growth options. She was appointed VP of BHP Xplor in June 2022 and her remit was expanded through this new role to include leadership of the Exploration organisation in September 2023. After joining BHP in 2012, Sonia held several leadership positions through her tenure within BHP Petroleum, including: VP of Exploration and Appraisal, Head of Algeria, and Exploration Manager for Trinidad and Tobago. Sonia started her career at ExxonMobil UK.

Sonia holds a master's degree in Geological Science from Università degli studi di Perugia, a PhD in Geology from ETH Zurich and an MBA from the London Business School. She serves as advisor in Deep Energy Capital, LLP, CEOs Against Cancer Chapter, and the AAPG Advisory Council.

About Endeavour Mining

Endeavour Mining is one of the world's senior gold producers and the largest in West Africa, with operating assets across Senegal, Côte d'Ivoire and Burkina Faso and a strong portfolio of advanced development projects and exploration assets in the highly prospective Birimian Greenstone Belts across West Africa.

A member of the World Gold Council, Endeavour is committed to the principles of responsible mining and delivering sustainable value to its employees, stakeholders and the communities where it operates. Endeavour is listed on the London and Toronto Stock Exchanges, under the symbol EDV.

For more information about Endeavour Mining, please visit www.endeavourmining.com.

About Koulou Gold Corp.

Koulou Gold Corp. is a private mineral exploration company headquartered in Vancouver, Canada, and Abidjan, Côte d'Ivoire. The Company holds the rights to eleven exploration permits and applications totaling 3,255 km² across highly prospective greenstone belts in Côte d'Ivoire.

For more information about Koulou Gold Corp., please visit www.koulougoldcorp.com.

On behalf of the Board of Directors,

Alex Ruggieri, CFACEO and DirectorKoulou Gold Corp.

For more information, visit www.koulougoldcorp.com or contact:

Alex Muir, CFAInvestor Relationsinfo@koulougoldcorp.com+1 604 568 6005

Cautionary Statement Regarding Forward-Looking Statements

This news release contains forward-looking statements and forward-looking information (together, "forward-looking statements") within the meaning of applicable securities laws. All statements, other than statements of historical facts, are forward-looking statements. Generally, forward-looking statements can be identified by the use of terminology such as "plans", "expects", "estimates", "intends", "anticipates", "believes" or variations of such words, or statements that certain actions, events or results "may", "could", "would", "might", "will be taken", "occur" or "be achieved". Forward-looking statements involve risks, uncertainties and other factors that could cause actual results, performance, prospects and opportunities to differ materially from those expressed or implied by such forward-looking statements. Although the Company believes that the assumptions and factors used in preparing these forward-looking statements are reasonable based upon the information currently available to management as of the date hereof, actual results and developments may differ materially from those contemplated by these statements. Readers are therefore cautioned not to place undue reliance on these statements, which only apply as of the date of this news release, and no assurance can be given that such events will occur in the disclosed times frames or at all. Except where required by applicable law, the Company disclaims any intention or obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/289051

Steel Dynamics, Inc. STLD has released first-quarter 2026 earnings guidance of $2.73 to $2.77 per share. This is higher than $1.82 reported in the fourth quarter of 2025 and $1.44 in the prior-year period.  

The improvement is expected to have been driven by stronger steel operations as shipments increased and metal margins expanded because selling prices rose faster than scrap costs. Demand remains solid across construction, energy, automotive and industrial sectors. STLD sees meaningfully higher profitability in steel operations in the first quarter compared with the prior quarter. 

Earnings from metals recycling are expected to increase sequentially due to higher ferrous and nonferrous prices. Per the view, shipments were slightly lower earlier in the quarter due to winter weather, but have normalized since. Steel fabrication earnings are expected to remain stable. Higher shipment volumes are expected to offset margin pressure from increased raw material costs.  

The order backlog has grown more than 35% from last year and extends into the third quarter of 2026. Commercial construction, data center and warehouse buildouts, manufacturing and healthcare are supporting demand, STLD noted. 

The company continues with commissioning and start-up of its Columbus aluminum mill. It has started producing finished products for the beverage can and industrial sectors and has received qualifications for automotive applications.  

Steel Dynamics has repurchased about $66 million of shares in the quarter. It slowed buybacks due to higher working capital needs linked to profit-sharing payments and the aluminum ramp-up. The company is scheduled to release first-quarter results on April 20, 2026. 

Shares of STLD are up 34.3% over the past year compared with the industry’s rise of 28.9%. 

Image Source: Zacks Investment Research

STLD’s Zacks Rank & Key Picks

STLD currently carries a Zacks Rank of #3 (Hold). 

Better-ranked stocks in the Basic Materials space include Compass Minerals International, Inc. CMP, DuPont de Nemours, Inc. DD and Centerra Gold, Inc. CGAU. CMP, DD and CGAU sport a Zacks Rank of #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CMP’s current-year earnings is pegged at 89 cents per share, indicating a 285.42% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 35%. 

The Zacks Consensus Estimate for DD’s current fiscal-year earnings stands at $2.28 per share, implying a 36% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%. 

The Zacks Consensus Estimate for CGAU’s current fiscal-year earnings is pegged at $1.73 per share, indicating a 56% year-over-year rise. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 29.4%. 

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Steel Dynamics, Inc. (STLD) : Free Stock Analysis Report

DuPont de Nemours, Inc. (DD) : Free Stock Analysis Report

Compass Minerals International, Inc. (CMP) : Free Stock Analysis Report

Centerra Gold Inc. (CGAU) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

For those looking to find strong Basic Materials stocks, it is prudent to search for companies in the group that are outperforming their peers. Compass Minerals (CMP) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.

Compass Minerals is a member of our Basic Materials group, which includes 255 different companies and currently sits at #2 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Compass Minerals is currently sporting a Zacks Rank of #1 (Strong Buy).

The Zacks Consensus Estimate for CMP's full-year earnings has moved 27% higher within the past quarter. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.

Based on the most recent data, CMP has returned 11.9% so far this year. In comparison, Basic Materials companies have returned an average of 11.7%. This means that Compass Minerals is outperforming the sector as a whole this year.

One other Basic Materials stock that has outperformed the sector so far this year is Orla Mining Ltd. (ORLA). The stock is up 21.2% year-to-date.

For Orla Mining Ltd., the consensus EPS estimate for the current year has increased 21.3% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

Breaking things down more, Compass Minerals is a member of the Chemical – Diversified industry, which includes 29 individual companies and currently sits at #201 in the Zacks Industry Rank. On average, this group has gained an average of 24.6% so far this year, meaning that CMP is slightly underperforming its industry in terms of year-to-date returns.

On the other hand, Orla Mining Ltd. belongs to the Mining – Gold industry. This 43-stock industry is currently ranked #29. The industry has moved +10.4% year to date.

Going forward, investors interested in Basic Materials stocks should continue to pay close attention to Compass Minerals and Orla Mining Ltd. as they could maintain their solid performance.

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Orla Mining Ltd. (ORLA) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

The Relative Strength (RS) Rating for Celanese stock climbed into a new percentile Friday, with a rise from 71 to 87.

 

Risk Management In The Stock Market: How Much Money To Invest Now

This unique rating tracks technical performance by showing how a stock's price movement over the last 52 weeks compares to that of other stocks on the major indexes.

Decades of market research reveals that the top-performing stocks typically have an 80 or better RS Rating as they launch their biggest runs.

Is Celanese Stock A Buy?

Celanese stock is working on a cup with handle with a 61.94 entry. See if the chemical stock can clear the breakout price in heavy trade.

While earnings-per-share growth dropped in the company's most recently reported quarter from -44% to -50%, sales grew -7%, up from -9% in the prior report.

Celanese stock earns the No. 8 rank among its peers in the Chemicals-Basic industry group. Compass Minerals, Ecovyst and DuPont de Nemours are among the top 5 highly rated stocks within the group.

This article was created automatically with Stats Perform's Wordsmith software using data and article templates supplied by Investor's Business Daily. An IBD journalist may have edited the article.

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BASF SE BASFY recently announced a collaboration with Niber Technologies to develop high-performance electrospun textile solutions using Freeflex thermoplastic polyurethane (TPU). The innovation will be showcased at CHINAPLAS 2026 and highlights BASF’s push into advanced technical textile materials. 

The partnership combines BASF polymer expertise with Niber’s electrospinning technology to create ultrafine nanofiber membranes for next-generation performance apparel. The companies introduced a Freeflex E 130 TPU-based electrospun nanomembrane integrated into a demonstration outdoor jacket.  

The membrane consists of fibers about 100 to 600 nanometers in diameter, which form a porous structure that improves breathability, moisture vapor transmission and comfort. The solution also delivers uniform membranes and higher lamination temperature resistance, which supports wider textile processing applications. 

The technology is produced without intentionally added Polyfluoroalkyl Substances (PFAS), which positions it as a more sustainable alternative to conventional expanded polytetrafluoroethylene used in outdoor apparel.  

BASF seeks to advance sustainable transformation with customers in the apparel and textile industries by delivering high-performance, compliant and environmentally responsible material solutions. 

Shares of BASFY are down 3.1% over the past year compared with the industry’s 7.8% fall. 

Image Source: Zacks Investment Research

BASFY’s Zacks Rank & Key Picks

BASFY carries a Zacks Rank of #5 (Strong Sell). 

Better-ranked stocks in the Basic Materials space include Albemarle Corporation ALB, DuPont de Nemours, Inc. DD and Compass Minerals International, Inc. CMP. ALB, DD and CMP sport a Zacks Rank of #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for ALB’s current-year earnings is pegged at $8.15 per share, indicating a 1,132% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with the average earnings surprise being 58%. 

The Zacks Consensus Estimate for DD’s current fiscal-year earnings stands at $2.28 per share, implying a 36% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%. 

The Zacks Consensus Estimate for CMP’s current fiscal-year earnings is pegged at 89 cents per share, indicating a 285.42% year-over-year rise. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 35%. 

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DuPont de Nemours, Inc. (DD) : Free Stock Analysis Report

BASF SE (BASFY) : Free Stock Analysis Report

Albemarle Corporation (ALB) : Free Stock Analysis Report

Compass Minerals International, Inc. (CMP) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

• BHP Group Limited recently reported half-year 2025 results showing group sales of US$27,902 million and net income of US$5,640 million, while also declaring an interim dividend of US$0.73 per share payable on 26 March 2026.
• At the same time, copper has become BHP’s largest earnings contributor and the company is deepening its copper footprint through deals such as backing Faraday Copper and entering a US$4.30 billion silver stream at Peru’s Antamina mine, underscoring a clear shift toward future-facing minerals.
• We’ll now examine how BHP’s accelerating pivot toward copper-backed growth, highlighted by the Antamina streaming deal, reshapes its investment narrative.

Find 9 companies with promising cash flow potential yet trading below their fair value.

BHP Group Investment Narrative Recap

To own BHP today, you need to believe its shift toward copper and potash can offset any softness in traditional pillars like iron ore, while large projects such as Jansen are delivered without major cost or schedule surprises. The recent half year 2025 results and dividend increase support BHP’s financial flexibility, but do not materially change the near term execution risk around big-ticket growth projects or its exposure to regulatory and inflation pressures.

The announcement that copper now contributes more earnings than iron ore, backed by FY2027 copper production guidance of 1.0 to 1.1 million tonnes and an extra 500,000 tonnes over 2027 to 2031, is what really ties this news together. It reinforces copper as the key near term catalyst for BHP’s narrative, while also highlighting that any delays, cost inflation or permitting hurdles across this build out could quickly become the most important risk to watch.

But while copper backed growth looks appealing, investors should also be aware that…

Read the full narrative on BHP Group (it's free!)

BHP Group's narrative projects $49.6 billion revenue and $10.0 billion earnings by 2028. This requires a 1.1% yearly revenue decline and a $1.0 billion earnings increase from $9.0 billion today.

Uncover how BHP Group's forecasts yield a A$51.72 fair value, a 10% downside to its current price.

Exploring Other PerspectivesASX:BHP 1-Year Stock Price Chart

Some of the most cautious analysts were assuming BHP’s revenue could fall about 4.9% a year and still reach around US$46.4 billion by 2029, which is a far more pessimistic take than the copper growth story tied to new guidance and Antamina. These lower expectations show how far views can differ, and both the bullish and bearish cases may need to be revisited as BHP’s copper exposure and project execution evolve from here.

Explore 16 other fair value estimates on BHP Group – why the stock might be worth 41% less than the current price!

Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your BHP Group research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free BHP Group research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate BHP Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

The mining market offers opportunities through demand for critical minerals, adoption of low-emission practices, expansion in emerging economies, and focus on safety and productivity technologies. Government support and strategic partnerships further enhance growth prospects.

Mining Market

Mining Market

Dublin, Feb. 26, 2026 (GLOBE NEWSWIRE) — The "Mining Market Report 2026" has been added to ResearchAndMarkets.com's offering.

The Mining Market Global Report 2026 is an essential resource for strategists, marketers, and senior management seeking to understand the mining industry's current and future landscape. With coverage of 16 key geographies, the report offers an unprecedented global perspective, assessing influential macro factors such as geopolitical conflicts, trade policies, inflation rates, and regulatory changes.

The global mining market is experiencing significant growth, with its value expected to increase from $2.06 trillion in 2025 to $2.16 trillion in 2026 at a CAGR of 5%. This growth trajectory is largely driven by robust industrial mineral demand, infrastructure advancements, rising energy consumption, and increased investments in large-scale mining projects. The presence of mineral-rich reserves further emphasizes the market's promising outlook.

Forecasts indicate a continued upward trend, predicting the market will reach $2.76 trillion by 2030, expanding at a CAGR of 6.3%. Contributing factors include heightened demand for critical minerals, the adoption of low-emission mining practices, and advancements in worker safety technologies. Furthermore, emerging economies are expanding mining operations, and there's a notable focus on productivity enhancements through technological innovations. Key trends include mechanization, sustainable resource extraction, and an increase in large-scale surface mining projects.

Government entities are playing a crucial role in this growth by facilitating foreign investments and providing subsidies. Initiatives from public finance institutions and state-owned enterprises are fueling sector developments. For instance, Australia's mining industry demonstrated marked growth from 2022 to 2023, as reported by the Australian Bureau of Statistics in May 2024, illustrating the impact of governmental support.

Strategic partnerships are another pivotal component, as major industry players collaborate to boost revenue and innovation. Notably, in May 2023, Gradiant Corporation formed an alliance with Schlumberger NV and Rio Tinto Group to enhance mining productivity and sustainability, underscoring the industry's commitment to responsible practices.

Significant acquisitions are also shaping the landscape. In April 2025, Discovery Silver Corp., a Canadian mining company, acquired the Porcupine Complex from Newmont Corporation for $425 million. This move expanded Discovery Silver's North American portfolio and production capacity, underscoring the strategic maneuvers companies are making to secure market dominance.

Among the prominent players in the mining market are BHP Group Limited, Rio Tinto Group, Glencore plc, Vale S.A., and China Shenhua Energy Company Limited. These industry giants are leading innovations and operations across key regions, including Asia-Pacific, the largest regional market as of 2025, followed by North America.

Overall, the mining market is characterized by its diverse production and extraction activities, with sales encompassing minerals, metals, and valuable materials such as coal and gravel. Given the increasing global demand and strategic initiatives from both government and private sectors, the industry is poised for robust growth and transformation in the coming years.

Report Scope:

• Markets Covered: Mining Support Activities; General Minerals; Metal Ore; Coal, Lignite, and Anthracite.
• Processes: Underground Mining; Surface Mining.
• Service Providers: Independent Contractors; Companies.
• Subsegments and Activities: Drilling Services, Exploration Services, and others.

Key Attributes:

Report Attribute	Details
No. of Pages	250
Forecast Period	2026 – 2030
Estimated Market Value (USD) in 2026	$2.16 Trillion
Forecasted Market Value (USD) by 2030	$2.76 Trillion
Compound Annual Growth Rate	6.3%
Regions Covered	Global

Global Mining Market Trends and Strategies

• Autonomous Systems, Robotics & Smart Mobility
• Sustainability, Climate Tech & Circular Economy
• Industry 4.0 & Intelligent Manufacturing
• Internet of Things (Iot), Smart Infrastructure & Connected Ecosystems
• Electric Mobility & Transportation Electrification
• Increasing Adoption of Mechanized Mining Operations
• Rising Focus on Sustainable Resource Extraction
• Growing Deployment of Advanced Safety Systems
• Expansion of Large-Scale Surface Mining Projects
• Enhanced Use of High-Capacity Mining Equipment

Companies Featured

• BHP Group Limited
• Rio Tinto Group
• Glencore plc
• Vale S.A.
• China Shenhua Energy Company Limited
• Anglo American Plc
• China Coal Energy Company Limited
• Jiangxi Copper Corporation Limited
• Yankuang Energy Group Company Limited
• Zijin Mining Group Company Limited
• National Mineral Development Corporation
• Vedanta
• Hindustan Zinc
• Hindalco Industries
• Bharat Aluminium Company
• Rajasthan State Mines And Minerals
• Gujarat Mineral Development Corporation
• Fortescue Metals
• Newcrest Mining
• South32
• Evolution Mining
• China Northern Rare Earth Group High-Tech Co Ltd
• Shaanxi Coal And Chemical Industry Group Co Ltd
• China Molybdenum Co Ltd
• Shandong Gold Mining Co Ltd
• Nyrstar Stolberg Gmbh
• Voerde Aluminium Gmbh
• Thyssen Schachtbau Holding Gmbh
• Imerys Metalcasting Germany Gmbh
• ENGINEERING DOBERSEK Gmbh
• Barbara Rohstoffbetriebe Gmbh
• Fastner & Co
• Eramet
• Manoir Industries
• Eurasia Mining
• Petropavlovsk
• Kaz Minerals
• Hochschild Mining
• Weglokok
• Silesian-American Corporation
• Kompania Weglowa
• KGHM Polska Miedz
• Jastrzebska Spolka Weglowa
• Alrosa
• Nordgold
• Polymetal International
• Zarechnaya
• ARMZ Uranium Holding
• Stoilensky GOK
• Vorkutaugol
• Yakutugol
• Ural Mining And Metallurgical Company
• Freeport Mcmoran
• Newmont Mining
• Peabody Energy
• Teck Resources
• Barrick Gold (ABX)
• First Quantum Minerals (FM)
• Agnico Eagle Mines (AEM)
• Kinross Gold Corp
• Lundin Mining (LUN)
• Yamana Gold
• B2Gold
• Hudbay Minerals
• CSN Mineracao
• Veladero Mine
• Gualcamayo Mine
• Drummond Ltd
• Carbomax De Colombia SAS
• Shefa Gems
• OREN MODEL GAN LTD
• ARAVA Mines Ltd
• Quarry Mining LLC
• Centamin
• AIMR Mining
• African Rainbow Minerals
• Metal Manufacturing Nigeria Limited
• Sibanye-Stillwater

For more information about this report visit https://www.researchandmarkets.com/r/bwjwy3

About ResearchAndMarkets.comResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.

Attachment

• Mining Market

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How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries.

Another factor that can influence investors is FOMO, or the fear of missing out, especially with tech giants and popular consumer-facing stocks.

What if you'd invested in BHP (BHP) ten years ago? It may not have been easy to hold on to BHP for all that time, but if you did, how much would your investment be worth today?

BHP's Business In-Depth

With that in mind, let's take a look at BHP's main business drivers.

BHP Group Limited is one of the world's largest mining companies, with operations spanning Australia, Brazil, Canada, Chile, Peru, and the United States, and a market capitalization of approximately $156 billion. It is a leading producer of iron ore, copper and metallurgical coal and is making strides to move into potash production.

The company’s Minerals Australia operations include iron ore and nickel operations in Western Australia, metallurgical (steel-making) and energy coal in Queensland and New South Wales, and copper in South Australia.

The Minerals Americas group includes projects, operated assets and non-operated joint ventures in Canada, Chile, Peru, the United States and Brazil. Its projects focus on copper, iron ore and potash. The company has more than 90,000 employees and contractors, who work in more than 90 locations worldwide.

BHP’s segments are-

Iron Ore (around 45% of the company’s fiscal 2025 revenues) is engaged in the mining of iron ore. The Western Australia Iron Ore (WAIO) business contains five mines in the Pilbara region.

The Copper segment (44% of the company’s revenues) is engaged in mining of copper, uranium, gold, zinc, molybdenum and silver. BHP owns and operates copper mines in Chile (Escondida and Pampa Norte), South Australia (Olympic Dam, Carrapateena and Prominent Hill), and a 45% stake in proposed mine located in Arizona, U.S (Resolution Copper). The company also has a 33.75% stake in Antamina, Peru project, which is a joint venture between BHP, Glencore, Teck Resources and Mitsubishi Corporation.

The Coal segment (10% of revenues) is engaged in the mining of steelmaking and energy coal. BHP has five operating coal mines in the Bowen Basin area of Central Queensland in Australia.

The company is investing in the Jansen project in Saskatchewan to produce potash starting mid-2027. Once fully ramped up, Jansen is expected to have an initial production capacity of approximately 8.5 million tons per annum (Mtpa), with the potential to produce 16 to 17 Mtpa in the future.

In July 2024, BHP decided to transition Western Australia Nickel into a period of temporary suspension due to lower prices.

Bottom Line

Putting together a successful investment portfolio takes a combination of research, patience, and a little bit of risk. For BHP, if you bought shares a decade ago, you're likely feeling really good about your investment today.

A $1000 investment made in February 2016 would be worth $3,577.75, or a 257.77% gain, as of February 26, 2026, according to our calculations. Investors should note that this return excludes dividends but includes price increases.

In comparison, the S&P 500's gained 255.90% and the price of gold went up 303.87% over the same time frame.

Going forward, analysts are expecting more upside for BHP.

BHP witnessed a 1% dip in iron ore output, while copper production was up 4% in the first quarter of fiscal 2026. It projects iron ore production at 258-269 Mt for fiscal 2026. The midpoint indicates in-line results with fiscal 2025. Western Australia Iron Ore (WAIO) continues to perform well and maintains its position as the lowest-cost iron ore producer. Copper guidance of 1,900-2,000 kt indicates a 3% decline at the midpoint, reflecting planned lower grades in Chile. Iron ore and copper prices have gained lately, which will boost its results in the forthcoming quarters. BHP's portfolio shift toward commodities like copper and potash will help it ride on growing global trends such as decarbonization and electrification. Aided by its strong cash flow, BHP has lowered its debt over the past few years, which is commendable.

The stock has jumped 15.11% over the past four weeks. Additionally, no earnings estimate has gone lower in the past two months, compared to 2 higher, for fiscal 2025; the consensus estimate has moved up as well.

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

The Basic Materials group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Compass Minerals (CMP) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Basic Materials sector should help us answer this question.

Compass Minerals is one of 254 individual stocks in the Basic Materials sector. Collectively, these companies sit at #2 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Compass Minerals is currently sporting a Zacks Rank of #1 (Strong Buy).

The Zacks Consensus Estimate for CMP's full-year earnings has moved 28.9% higher within the past quarter. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.

Based on the latest available data, CMP has gained about 26.6% so far this year. At the same time, Basic Materials stocks have gained an average of 26.6%.

One other Basic Materials stock that has outperformed the sector so far this year is Fresnillo PLC (FNLPF). The stock is up 29.6% year-to-date.

For Fresnillo PLC, the consensus EPS estimate for the current year has increased 38.2% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

Breaking things down more, Compass Minerals is a member of the Chemical – Diversified industry, which includes 29 individual companies and currently sits at #189 in the Zacks Industry Rank. Stocks in this group have gained about 22.8% so far this year, so CMP is performing better this group in terms of year-to-date returns.

On the other hand, Fresnillo PLC belongs to the Mining – Silver industry. This 9-stock industry is currently ranked #13. The industry has moved +35.1% year to date.

Going forward, investors interested in Basic Materials stocks should continue to pay close attention to Compass Minerals and Fresnillo PLC as they could maintain their solid performance.

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Fresnillo PLC (FNLPF) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

European equities traded in the US as American depositary receipts were tracking higher late Wednesday morning, rising 1% to 1,860.69 on the S&P Europe Select ADR Index.

From continental Europe, the gainers were led by semiconductor company Sequans Communications (SQNS) and biopharmaceutical company Cellectis (CLLS), which advanced 11% and 6.3% respectively. They were followed by lender Banco Santander (SAN) and biopharmaceutical company DBV Technologies (DBVT), which increased 4.2% and 2.2% respectively.

The decliners from continental Europe were led by pharmaceutical company Novo Nordisk (NVO) and brewing company Anheuser-Busch InBev (BUD), which dropped 2.3% and 2.2% respectively. They were followed by consumer goods company Unilever (UL) and biotech firm Evaxion (EVAX), which lost 1.6% and 0.6% respectively.

From the UK and Ireland, the gainers were led by lender HSBC (HSBC) and mining company BHP Group (BHP), which rose 6.9% and 3.1% respectively. They were followed by biotech firm Autolus Therapeutics (AUTL) and biopharmaceutical company Mereo BioPharma Group (MREO), which were up 2.2% and 1.6% respectively.

The decliners from the UK and Ireland were led by alcoholic beverage company Diageo (DEO) and biopharmaceutical company Amarin (AMRN), which fell 13.4% and 10.2% respectively. They were followed by biotech firm Trinity Biotech (TRIB) and hospitality company InterContinental Hotels Group (IHG), which were down 0.9% and 0.7% respectively.