Archives

A global sleep and breathing device maker anchored a recovery in Australian health mid caps this month, with steady demand and recurring revenue helping lift the sector after heavy falls earlier in the financial year.

• July 21, 2026 05:38 PM AEST
• Sam

An engineering and project services group drew attention this month as energy-transition and resources work built its pipeline, offering mid-cap exposure to heavy infrastructure spending without full commodity risk.

• July 21, 2026 05:38 PM AEST
• Sam

A leading Australian hard-rock lithium producer swung about this month as spodumene, the concentrate that feeds the battery supply chain, eased after a powerful year-long climb. The pullback trimmed part of a strong recovery rather than erasing it, leaving scale and a low-cost position central to the miner's standing. Tickers used:ASX:PLS Alternate headline 1:Will spodumene steady for this ASX lithium leader? Alternate headline 2:Spodumene cools and this ASX lithium miner swings

• July 21, 2026 05:35 PM AEST
• Sam

Liontown Resources climbed this month after a spodumene auction pointed to firmer underlying demand for hard-rock concentrate than recent prices implied. A quality deposit and an improving ramp-up keep the developer in focus, even as choppy lithium prices leave the wider sector on edge. Tickers used:ASX:LTR Alternate headline 1:Is spodumene demand firmer than prices suggest? Alternate headline 2:Auction strength lifts an ASX lithium developer

• July 21, 2026 05:35 PM AEST
• Sam

A diversified miner steadied this month as output from its lithium refinery improved, adding a downstream dimension to a sector often defined by raw extraction. The gain offered a contrast to the price-driven swings dominating lithium, signalling progress as the company builds capability in the higher-value part of the battery supply chain. Tickers used:ASX:IGO, ASX:MIN Alternate headline 1:Can downstream refining reshape this ASX lithium name? Alternate headline 2:Refinery gains steady a diversified ASX lithium miner

• July 21, 2026 05:35 PM AEST
• Sam

Fortescue has pared back its green hydrogen ambitions, shelving overseas projects and flagging a writedown as the economics proved stubborn. Narrowing to research and green iron trials protects the balance sheet, while its Pilbara iron ore engine keeps generating the cash that funds the group. Tickers used:ASX:FMG Alternate headline 1:Has Fortescue's green hydrogen dream met reality? Alternate headline 2:Fortescue resets hydrogen push as iron core holds

• July 21, 2026 05:33 PM AEST
• Sam

BHP is confronting industrial action at its main Pilbara iron ore port, where a walkout threatens shipments and could pressure output guidance if the dispute drags on. Set against well-stocked Chinese ports and ample seaborne supply, the episode weighs more on the miner's own volumes than on the global ore price. Tickers used:ASX:BHP Alternate headline 1:Will a Pilbara strike dent BHP's output guidance? Alternate headline 2:BHP shipments at risk as Pilbara workers strike

• July 21, 2026 05:33 PM AEST
• Sam

Rio Tinto has lifted Pilbara iron ore output to its strongest in years, with firmer sales through the quarter as fresh mines ramp up and automation lifts throughput. Yet ample seaborne supply and measured Chinese steel demand keep a lid on the ore price, leaving a volume-geared miner reliant on its low-cost edge. Tickers used:ASX:RIO Alternate headline 1:Can Rio Tinto sustain its record Pilbara run rate? Alternate headline 2:Rio Tinto lifts Pilbara output to a multi-year high

• July 21, 2026 05:33 PM AEST
• Sam

Lynas Rare Earths formed a long-term partnership to develop a permanent magnet factory in Malaysia, feeding it with its own material and reaching further downstream as Western supply security keeps capital flowing to the sector.

• July 21, 2026 05:32 PM AEST
• Sam

Iluka Resources signed a binding multi-year agreement to supply magnet rare earth oxides to a global carmaker from its Eneabba refinery, helping de-risk the government-backed Western Australian project ahead of commissioning.

• July 21, 2026 05:32 PM AEST
• Sam