Latest Market Outlook News

Conrad Asia Energy and Empyrean Energy have reached a binding settlement over historical cash call arrears in the Duyung Production Sharing Contract, involving asset transfers and payments that realign project interests and support the Mako gas field’s development timeline.

Australian Strategic Materials reports a significant 75% jump in NdFeB alloy deliveries at its Korean Metals Plant and advances heavy rare earth production, while announcing a transformative acquisition offer from Energy Fuels Inc.

PLS Group Limited posted a robust December Quarter FY26 with a 49% revenue jump driven by higher sales volumes and improved lithium prices, while strategically reviewing growth projects amid evolving market conditions.

First Graphene Limited has reported a landmark quarter with a 156% surge in customer cash receipts and a major industrial-scale production of graphene-enhanced cement, signalling a pivotal step in commercialising graphene across multiple sectors.

Energy Metals Limited reported steady progress in its uranium exploration projects across the Northern Territory and Western Australia, supported by a robust cash position and a bullish uranium market outlook.

BKI Investment Company Limited reported a 10% rise in net profit after tax for the half year ended December 2025, alongside a modest dividend increase and a strategic portfolio rotation favouring resources and energy transition themes.

Cooper Metals Limited is gearing up for significant drilling programs across its Queensland and Western Australia projects, supported by a robust cash position and favourable copper-gold market dynamics.

Liontown Limited has successfully transitioned to 100% underground mining at Kathleen Valley, delivering a 37% increase in underground production and a 91% jump in quarterly revenue. The company is on track to reduce costs and boost recoveries as it targets a steady-state underground run-rate.

Strike Energy reports steady progress on its South Erregulla gas power project, while optimising Walyering production and maintaining strong liquidity. The company navigates market conditions with a strategic reduction in output and plans for upcoming drilling activities.

Bannerman Energy reports steady progress on its Etango Uranium Project with key construction milestones met and a strong cash position, while uranium market fundamentals continue to strengthen. The company targets a positive Final Investment Decision within the next 6 to 12 months.

Whitehaven Coal reported a strong December quarter with a 21% rise in production and improved metallurgical coal prices, underpinning a solid first half of FY26. The company also advanced key development projects while maintaining disciplined cost management.

Iluka Resources reported a strong finish to 2025 with record zircon and rutile production, while advancing its Eneabba rare earth refinery and navigating softer zircon prices amid cautious 2026 guidance.