BHP, CM, DTI, CIEN and STRT have been added to the Zacks Rank #1 (Strong Buy) List on March 16, 2026.
UBS rates all major producers Neutral as Chinese port stockpiles hit their highest level in more than three years Iron ore prices have recovered to around $105 per tonne after sliding to roughly $96 during the Chinese New Year period, but UBS has flagged a significant supply overhang that could weigh on the majors, including London-listed Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) and BHP Group Ltd (LSE:BHP, ASX:BHP). Chinese port inventories have climbed to approximately 163 million tonnes, up 19 million tonnes year-on-year and the highest level in more than three years, a build that UBS describes as a key risk to the price recovery.
Here is how BHP (BHP) and Buenaventura (BVN) have performed compared to their sector so far this year.
Global miner BHP's Australia President Geraldine Slattery is among the contenders for the top job at Woodside Energy , Bloomberg reported on Friday, citing people familiar with the situation.
Does BHP (BHP) have what it takes to be a top stock pick for momentum investors? Let's find out.
My assessment of the commodity cycle has led me to see both BHP Group Limited and Rio Tinto Group as interesting candidates for an All-Weather Portfolio. They both inflation hedging and favorable total return potential amid an anticipated commodity cycle recovery. Between them, BHP is an even better fit to Ray Dalio's all-weather portfolio than RIO due to its superior margins and stronger balance sheet.
RIO and BHP ramp up copper and iron ore output, advance major projects and lift EPS outlooks amid cost and weather risks.
BHP Group Limited delivered continued improvement in FY2026 Q2, driven by strong copper segment performance. With BHP shares up over 40% in the past year, much of the positive outlook appears priced in. I now rate BHP a Hold, seeking a 15% pullback before reinitiating a position for better upside.
While investors obsess over the next fluctuation in chipmaker stock prices, a quiet revolution pushed the world's largest miner to a record high on Feb. 17, 2026. BHP Group NYSE: BHP rose to approximately $74.27, signaling that the digital economy has finally hit a physical constraint: electricity.
BHP Group Limited (BHP) M&A Call Transcript
BHP Group Ltd (LSE:BHP, ASX:BHP) used its first-half result to underline how quickly copper is reshaping the group, with RBC Capital Markets describing the numbers as a “clean, copper-led result with solid financial 1H performance”. The Canadian bank said earnings before interest, tax, depreciation and amortisation from the world's largest miner were “modestly ahead”, alongside free cash flow, while “the 60% payout surprised positively”.
BHP Group Limited (BHP) Q2 2026 Earnings Call Prepared Remarks Transcript