BHP

BHP confirms the company regularly reviews partnership options for its assets and has a long history of such arrangements. Regarding ongoing talks about a specific partnership in the iron ore business in Western Australia, BHP neither confirmed nor denied them. The company stresses that the iron ore business in Western Australia remains central to its portfolio and regional strategy. » Altro su de.investing.com

The recent copper rally, partly driven by concerns over possible US tariffs (Section 232), has caused regional price distortions between LME and COMEX contracts. That is risky for BHP, as copper accounts for about 54% of expected EBITDA for 2026 and has already overtaken iron ore as the largest revenue source. If the tariff-linked price premium disappears, copper prices could fall back to structural support levels and BHP shares could come under pressure. » Altro su de.investing.com

Four BHP executives received equity awards on August 21 and subsequently sold parts of those allocations to cover expected tax liabilities. CEO Brandon Craig, Jessica Farrell, Geraldine Slattery and CFO Vandita Pant each sold stakes — the sales were executed on the Australian Securities Exchange at A$65.18 per share. The acquisitions were made off‑market; the transactions are described as routine under share‑based remuneration. » Altro su de.investing.com