Natural Resources 17 February 2026 - 12 May 2026

Mineral Resources Stock Hits 52-Week High as Lithium Rebound, Debt Cuts Draw Buyers
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Mineral Resources Stock Hits 52-Week High as Lithium Rebound, Debt Cuts Draw Buyers

Shares of Mineral Resources hit their highest level in a year on Wednesday, as the Western Australian miner drew fresh buying. Investors responded to the company’s uptick in production guidance, pared-down debt, and a stronger lithium market, fueling the stock’s sharp rerating. Shares on the ASX finished the day at A$70.62, a 1.1% gain. The stock touched A$71.79 during the session, hitting its highest level in a year and putting the company’s market cap near A$14 billion.
May 13, 2026
Rio Tinto’s Copper Hunt In Canada’s North Comes Right As An Oil Town Faces Its Next Act
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Rio Tinto’s Copper Hunt In Canada’s North Comes Right As An Oil Town Faces Its Next Act

Rio Tinto is looking to start copper exploration in the Sahtu region of Canada’s Northwest Territories this summer, filing an application as regulators weigh the area’s future with its main oil site nearing shutdown. The miner wants the green light for its CopperCap project, set in the Mackenzie Mountains roughly 160 km from both Tulita and Norman Wells. That timing puts extra emphasis on the application—this isn’t just another field program. Imperial Oil is planning to wind down its Norman Wells oil and gas site, its oldest Canadian operation, with production ending in the third quarter of 2026 as the reservoir runs dry. The company expects closure, remediation, and reclamation will stretch across roughly 20 years.
May 12, 2026
Woodside’s $17.5 Billion Louisiana LNG Bet Hits a Buyer Snag
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Woodside’s $17.5 Billion Louisiana LNG Bet Hits a Buyer Snag

Perth, Australia, May 2, 2026, 05:07 AWST Woodside Energy Group Ltd. is having a tough time lining up buyers for liquefied natural gas from its proposed Louisiana export plant, with liquefaction fees coming in higher than current U.S. market rates, according to two people with knowledge of the situation who spoke to Reuters. Liquefaction fees refer to the cost for converting gas into liquid for tanker transport.
May 1, 2026
Shell Plc Eyes 20 Trillion Cubic Feet of Venezuela Gas as LNG Crunch Tightens
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Shell Plc Eyes 20 Trillion Cubic Feet of Venezuela Gas as LNG Crunch Tightens

Shell Plc is deep into negotiations with Venezuela as it looks to expand its offshore gas ambitions, hoping to tap roughly 20 trillion cubic feet of reserves off the coast near Trinidad and Tobago, say two people with knowledge of the matter. The plan is to pipe that gas over to Trinidad, where Shell would convert it into LNG — liquefied natural gas ready to be shipped. Timing is key here. Shell stands as the top global LNG trader, and the Middle East conflict has sidelined almost 20% of the world’s LNG supply, sending buyers scrambling for alternatives. U.S. exports surged, hitting an all-time high of 11.7 million metric tons in March.
April 2, 2026
Shell Plc Eyes 20 Trillion Cubic Feet of Venezuela Gas Near Trinidad as LNG Crunch Deepens
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Shell Plc Eyes 20 Trillion Cubic Feet of Venezuela Gas Near Trinidad as LNG Crunch Deepens

Shell Plc is close to sealing a deal with Venezuela's government for rights to four offshore gas blocks near Trinidad and Tobago, potentially unlocking around 20 trillion cubic feet of reserves and shoring up supplies for Atlantic LNG. According to two people with knowledge of the matter, Shell is pushing for more territory beyond the well-known Dragon field—something the company acknowledged in an emailed statement as it confirmed its interest in the extra acreage. Timing’s crucial here. The global liquefied natural gas market has tightened fast—Qatari supply and shipping through the Strait of Hormuz took a hit after the Iran war, and Trinidad’s Atlantic LNG has faced gas shortages, keeping it below full output. Asian spot LNG prices have soared
April 1, 2026
Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Keeps 2026 Iron Ore Forecast
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Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Keeps 2026 Iron Ore Forecast

Rio Tinto plc has resumed loading ships at three out of four Pilbara iron ore ports following Cyclone Narelle’s passage across Western Australia’s northwest. Despite damage sustained at Cape Lambert A, the miner left its annual export guidance unchanged. The latest update has calmed short-term nerves around supply from Rio’s main iron ore operations. Timing proved crucial here—iron ore delivered roughly 60% of Rio’s earnings last year. Any extended Pilbara shutdown would have dented volumes, pinched cash flow, and soured sentiment toward the London-listed miner.
March 31, 2026
Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone
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Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone

Mineral Resources Limited is dealing with another export snag at its Onslow Iron operation, as the Port of Ashburton—the Western Australia hub for its iron ore—remained shut through the weekend in the wake of ex-Tropical Cyclone Narelle. As of now, Pilbara Ports’ alert page continues to show Ashburton closed, despite Dampier, its neighbor, reopening on March 28. Timing is key here. Onslow Iron is now MinRes’ main moneymaker, with the company reporting back in February that the project hit its nameplate 35 million-tonne yearly pace in August. That translated into A$519 million in half-year underlying earnings, or EBITDA.
March 29, 2026