Copper surge will keep the iron ore sector on its toes

Copper surge will keep the iron ore sector on its toes

In tonight’s show, while copper may have eclipsed iron ore earnings for BHP for the first time ever, Ben Harvey outlines why iron ore will remain one of the highest-margin blue chip businesses in the world.

BHP share price lifts amid brokers re-rating the miner post-results

The BHP Group Ltd (ASX: BHP) share price is $53.50, up 2.3% amid the ASX 200 reaching a new record high today. The materials sector, incorporating mining stocks, is up 1.3% as earnings season continues on Thursday. BHP pleased the market this week after reporting a 28% profit increase to US$5.64 billion for 1H FY26. For the first time, copper delivered more than half the miner's earnings before interest, taxes, depreciation, and amortisation (EB…

BHP Crowns Itself The Asset Savvy Copper King

BHP Group's first half copper earnings exceeded those of iron ore for the first time, with a much lauded silver deal as unexpected bonus

A red-metal turning point for BHP - Mining Magazine Australia

Image: Shutterstock. In a watershed moment for the world’s largest miner, BHP’s copper division has surpassed iron ore as its primary earnings driver, signalling the company’s successful pivot toward “future-facing” commodities. Releasing its half-year results for the first half of the 2025–26 financial year, BHP reported a 25 per cent surge in underlying earnings before interest, taxes, depreciation and amortisation (EBITDA), which reached $US…

BHP Reports Strong Half-Year Copper Results, Boosts Guidance for 2026

BHP (ASX:BHP,NYSE:BHP,LSE:BHP) has published its financial results for the half-year ended December 31, 2025.The mining giant said its copper operations, which span multiple continents, accounted for the largest share of its overall earnings for the first time, coming in at 51 percent of underlying EBITDA.In 2026, BHP has boosted its copper output guidance to between 1.9 million and 2 million metric tons (MT).Looking at the company's Australian …