$BHP

Global copper faces 150,000-tonne deficit in 2026 amid AI, electrification demand. Mining M&A jumps 45% as US backs critical minerals with $30B.

Gold and silver plunge 25.5% and 50% from peaks amid war-driven volatility, but contrarians see positioning-driven selloff creating opportunities in precious metals producers.

$BHP appoints 25-year veteran Brandon Craig as next CEO, prioritizing organic copper and potash growth while remaining open to selective acquisitions.

Rio Tinto and BHP complete Arizona land exchange for Resolution Copper project, one of world's largest undeveloped deposits, despite tribal opposition.

Global bioleaching market projected to grow from $10.1B in 2024 to $21.4B by 2033 at 8.9% annual rate, driven by ore depletion and sustainability demands.

BHP reaffirms diversified strategy despite copper representing over 50% of EBITDA, targeting 3-4% annual copper-equivalent production growth through 2035.

Copper prices strengthen amid surging demand from electrification, AI infrastructure, and renewables. Supply constraints from mining challenges support elevated valuations despite current high inventories.

Anglo American slashed its dividend 64% after reporting a $3.7 billion loss, driven by a $2.3 billion writedown in its De Beers diamond division due to weak market conditions.

Global cobalt demand expected to surge 54% by 2031, driven by EV battery manufacturing, aerospace, and 5G infrastructure growth.

BHP's share price hits record $74.27 as copper revenues surpass iron ore for the first time in 170 years, reflecting global demand shifts toward AI infrastructure and renewable energy.

BHP's first-half profit surged 22% to $6.2 billion as copper prices jumped 32%, eclipsing iron ore earnings for the first time in company history.

Australia's $1.8T economy balances service sector strength with commodity export dependence, particularly on China. Resource volatility shapes investment risk profiles despite strong macroeconomic fundamentals.

BHP and Wheaton finalize $4.3B silver streaming deal on Antamina output. BHP receives upfront payment while retaining copper/zinc/lead exposure; Wheaton gains silver production rights.