Latest Market Outlook News

Evolution Energy Minerals (ASX:EV1) is set to start drilling at its Chikundo Copper Project in June 2026 despite assay delays, while progressing the Chilalo Graphite Project towards first production in October 2027 with a modular development plan and clear funding milestones.

Terra Critical Minerals has established a US foothold with the True American Tungsten Project acquisition while progressing key Australian and Canadian critical metals projects, positioning for upcoming drilling campaigns.

Jupiter Mines reported a 49% quarter-on-quarter EBITDA increase driven by higher manganese prices, despite cost pressures from exchange rates and Middle East conflict-related freight hikes.

Deep Yellow Limited has accelerated development at its flagship Tumas uranium project in Namibia, nearing construction readiness with significant engineering and earthworks milestones. Exploration success at the nearby Tinkas Prospect and strategic leadership appointments position the company well amid a strengthening uranium market.

Fortuna Metals (ASX: FUN) has extended the rutile mineralisation footprint at its Mkanda Project in Malawi from 37km² to 53km², revealing high-grade cores and planning extensive drilling to underpin a maiden resource estimate in the second half of 2026.

Paladin Energy has increased its FY2026 uranium production guidance at the Langer Heinrich Mine to 4.5-4.8 million pounds, driven by strong operational performance. Concurrently, the company secured environmental approval for its Patterson Lake South project in Canada, although a legal challenge looms.

Scott Technology delivered a solid HY26 with 7% EBITDA growth to $13 million, driven by strong performances in Materials Handling and Mining, offsetting softness in Protein and Appliances. Forward work rose to $177 million, underpinning expectations for a stronger second half despite geopolitical uncertainties.

Yancoal Australia is set to acquire an 80% stake in the Kestrel Coal Mine for US$1.85 billion upfront plus up to US$550 million in contingent payments, significantly boosting its metallurgical coal portfolio and production scale in Queensland.

Aspen Group (ASX: APZ) has delivered robust operational and financial results for the nine months ending 31 March 2026, showing significant growth in rental income, development profits, and earnings. The company confirms it remains on track to meet its full-year guidance for FY26 and FY27 amid a supportive market environment.

The Savana US Small Caps Active ETF (ASX:SVNP) posted a 1.28% gain in March 2026, outperforming the S&P 600 benchmark by 1.46%, supported by USD/AUD currency appreciation despite a modest portfolio decline amid geopolitical tensions.

Acrow Limited has reported record new hire contracts and a robust sales pipeline, confirming FY26 guidance and issuing optimistic initial guidance for FY27 revenue and earnings.

Globe Metals & Mining’s 2026 Bankable Feasibility Study for the Kanyika Niobium Project in Malawi confirms robust economics, a 24-year mine life, and a strategic phased development approach.