Latest Ampol (ASX:ALD) News

Ampol Limited showcased resilience in 2025 with strong refining margins supported by government payments and robust retail growth, while awaiting ACCC approval for its EG Australia acquisition promising significant synergies.

Silver, rare earths and select critical minerals led this week’s winners, while lithium names and several larger producers slipped despite busy news flow. Big resource upgrades, fresh funding and cleaner processing routes drew buyers, but many early gaps failed to hold.

Ampol has increased its divestment offer to the ACCC by four additional sites, raising the total to 41 as it pushes to satisfy competition concerns in its EG Australia acquisition. The move aims to secure regulatory clearance ahead of a mid-2026 transaction close.

Ampol reported a robust first quarter in 2026, with refinery margins soaring to US$25.45 per barrel and production up 10%, while securing fuel supplies through May despite geopolitical tensions.

A brutal split opened up in small caps: a few stocks surged on hard approvals and funding, while many resource names slid even after announcing big numbers. The week’s tape looked simple: investors paid for certainty and sold anything that still needs time, permits, or more cash.

A brutal sell-off in a few small caps did most of the damage this week, even as project funding and resource upgrades kept rolling in. Lithium, rare earths and tungsten news stayed constructive, but traders punished anything that looked like delays, dilution or weaker prices.

Ampol has welcomed key amendments to the Fuel Security Services Payment scheme and postponed refinery maintenance to increase domestic fuel production amid global supply disruptions.

One stock nearly doubled, another jumped more than 40%, and a finance heavyweight stayed elevated after a merger shock. In resources, the winners were mostly tied to “what was bought” or “what was funded”, while the laggards were often the ones where early optimism quickly turned into selling.

Fluorspar stole the week as OD6 ripped higher, while a fresh wave of trading halts and reopenings produced fast reversals. Rare earth processing deals, big funding packages and takeover timetables kept investors busy across small caps.

The ACCC has advanced its Phase 2 review of Ampol’s proposed acquisition of EG Australia, identifying fewer sites of competition concern but maintaining scrutiny over key metropolitan markets.

Ampol Limited’s 2025 results reveal a sharp drop in statutory profit amid lower revenue, yet a robust rise in replacement cost operating profit signals resilience beneath the surface.

Ampol Limited reports a robust fourth quarter Lytton Refiner Margin of US$15.14 per barrel, underpinning a strong preliminary FY25 earnings update with an expected EBIT of approximately $945 million.