By Adrian Prendergast
27 April 2022, 9:15 AM
A weaker 1Q22 than expected, with steady equity LNG production vs lower liquids and trading volumes. View our analysis.
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By Tom Sartor
26 April 2022, 10:00 AM
Rising execution risks (timing, capex escalation) appear to be tempering the premium the market had previously built into OZ Minerals' (ASX:OZL) growth projects, and where WMP approval in the 2H may actually prolong that trend.
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By Tom Sartor
21 April 2022, 7:00 AM
3Q sales for Whitehaven Coal (ASX:WHC) were more resilient to NSW wet weather than we had forecast and we upgrade our 2H volume and price assumptions generating EPS/NPV upgrades.
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By Max Vickerson
19 April 2022, 9:00 AM
Allkem's (ASX:AKE) 3Q sales at Mt Cattlin were softer than we’d hoped with delayed shipments from the December quarter having less impact than expected.
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By Max Vickerson
06 April 2022, 8:30 AM
Following last night’s release of substantial upgrades to its lithium resources Allkem (ASX:AKE) is targeting higher production from Sal de Vida and flagged an eventual stage 3 expansion for Olaroz.
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By Max Vickerson
05 April 2022, 9:00 AM
NSW electricity futures have continued to climb with FY23 at $152/MWh, almost three times the price from 12 months ago.
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By Max Vickerson
05 April 2022, 8:30 AM
Allkem (ASX:AKE) upgraded guidance for lithium prices by 40% for carbonate and doubled our expectations for spodumene in the June quarter.
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By Adrian Prendergast
25 March 2022, 8:00 AM
Potential for short-term weakness in iron ore prices from a combination of diminished steel mill margins, COVID interruptions, and healthier iron ore supply.
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By Tom Sartor
23 March 2022, 12:30 PM
Among New Hope Corporation's (ASX:NHC) record 1H22 financials we are impressed with Bengalla’s strong volume outlook, helping to contain costs.
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By Tom Sartor
10 March 2022, 8:00 AM
Maintaining stable production, containing costs and the forward capital structure (liquidity vs returns) will be the focus at New Hope Corporation's (ASX:NHC) 1H result on March 22.
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