Latest Commodities Market News

Jupiter Mines has announced a modest interim dividend of 0.55 cents per share for H1 FY2026, reflecting ongoing shareholder returns despite a lower payout ratio compared to previous years.

The Brazilian government has imposed a 12% tax on crude oil exports effective immediately, a move framed as windfall profit sharing amid high oil prices. Karoon Energy, with significant Brazilian operations, faces new cost pressures as the tax awaits potential ratification by Congress.

Grand Gulf Energy reports solid oil production revenue from its Louisiana assets and advances its helium project amid rising commodity prices, positioning itself for growth in energy and critical minerals.

Carnaby Resources has reported a standout drill result of 18 metres at 5.0% copper equivalent at its Trek 2 prospect, signalling significant growth potential beyond current resource estimates at the Greater Duchess Copper Gold Project.

Kingfisher Mining has agreed to sell its Gascoyne rare earth elements project to Dreadnought Resources for $2 million in shares plus milestone payments, freeing capital to advance its copper-gold portfolio in New South Wales.

Queste Communications Ltd (ASX:QUE) reported a modest company-level profit for H1 2025 but a consolidated loss driven by challenges in its associate investments, notably Bentley Capital Limited. The company’s financial performance remains closely tied to the share price movements of Strike Resources Limited.

Austral Gold Limited has reported a return to profitability in FY25, driven by the reopening of its Casposo Mine and a significant increase in gold equivalent production. The company also strengthened its balance sheet through a successful private placement and equity investments.

Strata Investment Holdings plc reported a striking £6.16 million comprehensive profit for 2025, propelled by robust investment portfolio returns and a significant revaluation uplift in its copper royalty assets. Despite operational delays from adverse weather, the company’s strategic focus on high-conviction resource investments and royalties positions it well amid evolving commodity markets.

Tribeca Global Natural Resources Limited reported a remarkable turnaround with a $69.5 million net profit for the half-year ended December 2025, alongside a fully franked dividend declaration. The company’s net tangible asset per share more than doubled, reflecting strong commodity market dynamics and strategic investment execution.

Lowell Resources Fund reported a remarkable 63% increase in net asset value for the half-year ending December 2025, driven by a strategic overweight in gold equities and buoyed by soaring commodity prices.

PRL Global Ltd reported a robust half-year performance with revenue soaring 64% to $1.14 billion and net profit rising 71%, driven by a strategic acquisition and operational growth.

Aeris Resources has reported a robust half-year performance with a 62% jump in profit, a successful $101.6 million equity raise, and a strategic divestment of North Queensland assets. The company also announced plans to acquire Peel Mining’s South Cobar Copper Project, signaling an aggressive growth trajectory.