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

Mineral Resources shares hit a 52-week high of A$71.79 on May 13 before closing at A$70.62, valuing the company at about A$14 billion. The miner raised FY26 production guidance and cut net debt to A$4.5 billion. Onslow Iron shipped 7.2 million tonnes in the quarter despite cyclone disruptions. Morningstar lifted its fair value estimate to A$77 but noted lingering investor caution after the lithium downturn.
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 has applied for a four-year permit to begin copper exploration in the Mackenzie Mountains, Northwest Territories, with fieldwork planned between June 15 and August 31, 2026. The company seeks approval for low-impact activities such as surveys and sampling, not drilling or road construction. The move comes as Imperial Oil prepares to close its Norman Wells operation in late 2026. Local leaders have expressed support for the project.
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

Woodside Energy is struggling to secure buyers for LNG from its planned Louisiana export plant due to liquefaction fees above U.S. market rates, sources told Reuters. The company has signed only one long-term sales deal so far. Woodside shares closed down 1.28% in Sydney on Friday, despite a first-quarter revenue beat. The Louisiana LNG project was 24% complete at the end of March and targets first cargo in 2029.
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 is in advanced talks with Venezuela to access about 20 trillion cubic feet of offshore gas reserves near Trinidad and Tobago, sources said. The company aims to supply Trinidad’s Atlantic LNG plant, which ran below capacity in 2025 due to gas shortages. Shell confirmed interest in the Loran field and could decide on the Dragon project by year-end. Chevron is expected to exit some blocks, while Russian interests remain in two areas.
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 is in advanced talks with Venezuela to develop four offshore gas areas near Trinidad, potentially unlocking about 20 trillion cubic feet of gas for Atlantic LNG. The move comes as global LNG prices surge 85% since late February after the Iran war disrupted Qatari supply. Chevron may exit stakes in Loran, opening room for Shell. Russian interests and U.S. sanctions remain obstacles to final agreements.
April 1, 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

The Port of Ashburton remains closed after ex-Tropical Cyclone Narelle, disrupting Mineral Resources’ Onslow Iron exports, while Dampier reopened March 28. Pilbara Ports has not given a reopening time and says engineering checks will continue into next week. Onslow Iron shipped 17.3 million tonnes in the first half, helping MinRes cut net debt to A$4.9 billion by Dec. 31. Sea conditions are still limiting inspections at Ashburton.
March 29, 2026
Natural gas price drops toward $3 as mild forecasts bite; traders eye next EIA storage report
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Natural gas price drops toward $3 as mild forecasts bite; traders eye next EIA storage report

U.S. natural gas futures dropped nearly 6% Tuesday, with the March Henry Hub contract settling at $3.056 per mmBtu, as forecasts turned milder and supply rebounded. Morgan Stanley noted a 29% price pullback in February, citing weaker heating demand and higher Lower 48 output. Traders now await Thursday’s U.S. storage data for signs of tightening LNG demand.
February 17, 2026

Stock Market Today

  • CAR vs SOL Shares: Value Comparison for 2026
    May 22, 2026, 10:39 PM EDT. CAR Group Limited (ASX:CAR) shares have declined nearly 20% since early 2025, despite strong revenue growth averaging 37% annually since 2021 and a 2024 net profit of AUD 250 million. The company operates vehicle marketplaces globally, including Australia and the US. In contrast, Washington H Soul Pattinson (ASX:SOL) shares are near a 52-week high, reflecting its status as a diversified investment holding with low debt (8.5% debt-to-equity) and a consistent dividend history dating back to 1903. SOL reported a 5.6% return on equity (ROE) in FY24, with an average dividend yield of 2.4% over recent years. Investors seeking growth might favour CAR's expanding profits and market presence, while income-focused investors could prefer SOL's stable dividends and lower risk profile.