City analysts caution over metallurgical coal supply

UBS has warned of persistent supply risk in Queensland's metallurgical coal market due to recent severe weather. Weekly coal shipments had recovered to 4.9 million tonnes in the last week of January, or 20% above the long-run average, but UBS estimates around 4 million tonnes of supply were already disrupted.

Proactive Investors • Feb 3, 2026

BHP backs the next wave of exploration and technology talent in its biggest Xplor intake yet

MELBOURNE, Australia, Feb. 01, 2026 (GLOBE NEWSWIRE) -- BHP has selected 10 early-stage exploration and technology companies for the 2026 BHP Xplor program, marking the largest cohort since the program began and its fourth year of operation.

GlobeNewsWire • Feb 1, 2026

3 Top Copper Stocks to Watch as Copper Prices Skyrocket: BHP, FCX, SCCO

Major copper producers rallied Thursday as the red metal extended its fourth-quarter run, driven by supply disruptions in South America, China's infrastructure stimulus, and accelerating demand from electric vehicle and renewable energy sectors.

24/7 Wall Street • Jan 30, 2026

This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom

We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and commodities—especially copper, silver, and natural gas. Old economy stocks—miners, energy, infrastructure, and equipment providers—are positioned for substantial re-rating and long-term alpha.

Seeking Alpha • Jan 29, 2026

Mining stocks have been on a tear, with gold passing $5,000. Analysts are split on what's next

Investors have been bullish on mining stocks, led by gold and silver's surges. However, appetite has cooled over the past six months, according to a Citi note that shows 'Buy' ratings have dipped.

CNBC • Jan 28, 2026

BHP CEO Says Copper Demand Is 'Ubiquitous'

BHP CEO Mike Henry discusses metal markets and the "ubiquitous" demand for copper. He also talks about the company's portfolio and copper flows in the US.

Bloomberg Markets and Finance • Jan 21, 2026

BHP vs. VALE: Which Global Mining Powerhouse is the Better Buy Now?

BHP and Vale face off as global mining leaders, with iron ore output, copper growth plans and capital spending shaping their long-term outlooks.

Zacks Investment Research • Jan 21, 2026

FCX vs. BHP: Which Copper Mining Giant Should You Invest in Now?

Freeport and BHP Group capitalize on favorable copper prices, both pushing ahead with growth projects leveraging strong financial health.

Zacks Investment Research • Jan 21, 2026

After Gold and Silver, Is Copper Set for a Big Run? 4 Stocks to Buy

Copper demand is surging. ERO, BHP, RIO and SCCO are set to benefit from the red metal's next big rally.

Zacks Investment Research • Jan 21, 2026

Rio Tinto and BHP explore collaboration to mine up to 200 million tonnes of Pilbara iron ore

PERTH, Australia--(BUSINESS WIRE)--Rio Tinto and BHP have agreed to work together to extract up to 200 million tonnes of iron ore at their neighbouring Yandicoogina and Yandi iron ore operations in the Pilbara. Under two non-binding Memoranda of Understanding (MOUs), the companies will explore the potential for: Collaboration on the development of Rio Tinto's Wunbye deposit; and BHP to supply its Yandi Lower Channel Deposit ore to Rio Tinto for processing at its existing wet plants under agreed.

Business Wire • Jan 14, 2026