Okay, that's a risk I didn't see coming...
$BHP Group Ltd(BHP.AU)$ $Rio Tinto Ltd(RIO.AU)$

$BHP Group Ltd(BHP.AU)$ BHP's earnings report gives me a sense of "steady progress". Sure, the iron ore production growth is modest, but considering the wet weather challenges, maintaining this momentum is quite impressive. And the operational efficiencies are on the rise too. This company is well on its way to becoming the "valedictorian of the mining world"! 👍

$Woodside Energy Group Ltd(WDS.AU)$
🌟 Woodside, a leading player in the energy sector, is gearing up for an impressive future! 🌍 With a solid track record and innovative strategies, they're poised for remarkable growth.
📊 Recent market trends and the company's strategic moves suggest promising long-term demand for Woodside's products. Their focus on cutting-edge technologies and sustainable energy solutions positions them as a key player in meeting future energy needs.
🌿 Embracing innovation...

After years of investing in uranium mining stocks I’m finally able to upgrade from walking to this bad boy! LFG!!! $Rio Tinto Ltd(RIO.AU)$ $BHP Group Ltd(BHP.AU)$

$Rio Tinto Ltd(RIO.AU)$
Force majeure reasons by the looks of it. Weather disruption at the ports, leading to a lower stock draw-down and reduced production at the mines.

Hedge funds lose sense of diversity- Copper supply and demand gap 2023-2050
$BHP Group Ltd(BHP.AU)$ are big on Copper ,writting on the wall money is now buying Copper its so cheap ,green is the future and Copper is it ,iam putting money Copper and trade it like nothing on earth

Is there a better investment thesis than this?
Copper discoveries have dried up, just as the world needs more copper then ever.
Whats you're favourite copper stock?
$BHP Group Ltd(BHP.AU)$ $Pilbara Minerals Ltd(PLS.AU)$ $Anax Metals Ltd(ANX.AU)$ $Develop Global Ltd(DVP.AU)$

We all need to pay attention to this latest sign of major Lithium players $Pilbara Minerals Ltd(PLS.AU)$ $Genesis Energy Ltd(GNE.AU)$ acting counter cyclically & growing beyond their 'teenage years'.
More vertical integration with the lithium players moving downstream should IMO:
o enable more value capture through a lithium units life cycle,
o smooth earnings away from volatile spot lithium prices
o enable a multiple re-rating towards the promised land of 'speciality chemicals'
In the last down ...