Latest Market Outlook News

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.

Syrah Resources reported a strong Q4 2025 with a 34% rise in graphite production and a strategic edge from US tariffs on Chinese imports. The company advances its Vidalia anode material facility amid growing demand for natural graphite outside China.

Equus Energy has launched on the ASX with full ownership of the Equus Gas Project, backed by a $46 million conditional funding and gas sales agreement with Alcoa. The project aims to supply a significant new gas source for Western Australia’s LNG and domestic markets.

Coronado Global Resources reported a solid FY25 with increased saleable production and reduced mining costs, underpinned by key expansions and refinancing deals that set the stage for stronger cash flow in 2026.

Mitchell Services Limited has reported a remarkable first half of FY26, posting a 71% increase in quarterly EBITDA and achieving a net cash position of $7.2 million. The company’s strong operating cashflows and improved market conditions underpin its optimistic outlook.

BCI Minerals has reported solid progress on its Mardie Salt Operation and Potash Project, reaching 77% construction completion and hitting critical operational targets including pond brine density and commissioning of trial crystallisers. The company also strengthened its financial position through debt facility draws and convertible note conversions.

Metals Australia Ltd is progressing pre-feasibility studies for its Lac Carheil Graphite Project in Quebec, aligning with the province’s new strategy to accelerate critical minerals development. The project’s expanded resource and downstream battery material plans position it well for North American markets.

Elevra Lithium Limited reported record quarterly revenue and gross profit at its North American Lithium operation, even as it navigates short-term production challenges and revises FY2026 guidance downward.

Eden Innovations advances trials of its EdenCrete® Pz7 concrete admixture in India, targeting improved durability in government infrastructure projects amid a push for sustainable highway construction.