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BHP Agrees to Pay 110 Million Australian Dollars

BHP's $40 billion bid for Anglo American fell through

BHP is no longer considering a merger with Anglo American

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BHP Makes a Bid for Anglo American

China National Mineral Resources Group Instructs to Cease Purchasing Lower-Grade Iron Ore from BHP

BHP expects total provision of $5.5 billion for FY2025

HSBC Raises BHP Target Price to 210 Pence

BHP Group Sees Increase in Copper and Coking Coal Production in Q1

BHP CEO Expects to Continue Increasing Coal Inventory to 2027

BHP Reports 70.25 Million Tons of Iron Ore Production in Q1

BHP Announces FY Q1 WA Iron Ore Shipment Volume

BHP Predicts Annual Iron Ore and Copper Production

BHP Reports 64.08 Million Tons of Attributable Iron Ore Output in Q1

Bernstein Raises BHP Target Price to $51.50

Chilean Mining Agency Investigates Escondida Copper Mine Worker Death by BHP

Brazil's antitrust regulator approves BHP and COREX deal

WA EPA Recommends Environmental Permit for BHP's Kalium Lakes Expansion Project

Macquarie Downgrades BHP Target Price by 2% to $42 Australian Dollars per Share

BHP to Invest Over $555 Million in Australian Copper Mines

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The Reserve Bank of Australia is expected to maintain the cash rate at 3.60% on December 9, according to a Reuters poll of 38 economists. The outlook has shifted, with most economists now anticipating rates to remain unchanged through 2026, influenced by stronger inflation, GDP growth, and a solid labor market. Interest-rate futures suggest a 70% chance of a hike by late 2026. Among major banks, Westpac expects cuts in 2026, while ANZ, CBA, and NAB foresee an extended hold.

- The Reserve Bank of Australia is expected to maintain the cash rate at 3.60% on 9 December, with all 38 economists in a Reuters poll forecasting no change.  
- The outlook has shifted, with the median expectation now being for rates to remain unchanged through 2026, influenced by stronger inflation data and a solid labor market.  
- While most economists anticipate a prolonged pause, there is a 70%+ chance of a rate hike by late 2026, depending on inflation and labor market conditions.

Investinglive

Poll: RBA expected hold at 3.60% this month as outlook shifts to long pause through 2026

Australian household spending surged in October, boosting growth outlook. Three-year bond yields rose to 4.035%, highest since January. Investors see a potential rate hike in May 2024, with total tightening of 30 bps by 2026. ABS data showed a 1.3% rise in monthly household spending to A$78.4 billion. Discretionary and services spending increased. RBA may turn hawkish after inflation surged in Q3. Consumer mood optimistic, headline inflation at 3.8% in October.

- Australian household spending increased by 1.3% in October, reaching A$78.4 billion, marking the largest rise in nearly two years.  
- This surge in spending, particularly in discretionary categories like clothing and electronics, supports a positive growth outlook for the fourth quarter.  
- Concurrently, bond yields rose, and the Reserve Bank of Australia faces challenges with rising inflation and a potentially optimistic consumer sentiment.  

Reuters

Australia's household spending surges, lifting rate hike bets

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BHPLF

The world-class iron ore Ximangdu project officially commenced production on November 11, with reserves exceeding 4.4 billion tons and an iron grade of 65%. The project is led by Chinese enterprises, with deep participation from China Aluminum Group and China Baowu Steel Group. The commencement of production will break the monopoly of the three giants: Rio Tinto, BHP, and Vale SA. Analysts point out that "China has never had such a level of pricing power for seaborne iron ore."

- The Simandou iron ore project in Guinea, a $20 billion investment, has officially commenced operations, poised to reshape global iron ore supply and enhance China's pricing power.  
- The project, developed by the Guinean government and international partners, is expected to significantly impact the iron ore market, with analysts predicting a shift in pricing dynamics favoring China.  
- With an estimated 3 billion tons of high-grade iron ore, the project aims to provide substantial economic benefits to Guinea, potentially increasing its GDP by over 25% in the next decade.

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Rio Tinto

Vale SA

BHP Group Limited

The world-class Simandou iron ore mine has officially commenced production, giving China greater influence in global iron ore pricing

BHP is optimistic about global iron ore demand in its latest report, despite its Q1 iron ore production being 70.2 million tons, lower than the market expectation of 71.55 million tons. Copper production increased by 4% to 493,600 tons, mainly due to increased output from the Escondida project in Chile. The company maintains its forecast for Western Australia's iron ore production for the fiscal year 2026, expecting it to be between 284 million and 296 million tons

Zhitong

BHP's Q1 iron ore production fell short of expectations but is optimistic about demand resilience; copper production increased by 4%, becoming a new pillar