Syrah Resources is hit by tariffs and Tesla pressure
Syrah Resources (ASX: SYR) fell 29% on Friday to A$0.17, its lowest level in years, after two pieces of bad news landed within days of each other. The US International Trade Commission ruled against protecting American graphite producers from cheap Chinese imports, removing a catalyst Syrah…
Yancoal is hitting new highs, but upside looks limited
Yancoal Australia (ASX: YAL) had a big week. The stock hit a fresh 52-week high and is now up more than 50% in 2026, powered by a geopolitical shock that sent thermal coal prices to their highest level in over a year. The tailwind is real. But…
ASX stocks now face rising inflation risks
Something uncomfortable is happening in global markets right now. Oil prices have surged from around US$70 to above US$100 a barrel, touching US$103 at Friday's close, after the US-Israel war with Iran effectively shut down the Strait of Hormuz, the narrow waterway that carries roughly one-fifth of the…
Northern Star Crashes After Second Guidance Cut
Northern Star Resources (ASX: NST) crashed 18.75% on Friday to close at A$21.75, its steepest single-session decline in 2026. That wipes out more than A$7 billion in market value in one session. What makes this particularly painful is the timing. Gold is trading near record highs of around…
BHP Falls as China Widens Iron Ore Ban
BHP (ASX: BHP) slipped around 2.3% to A$49.80 on Friday after China escalated its iron ore import ban for the second time this month. The ban now covers Newman fines, one of BHP's most popular iron ore products. The move is part of a months-long contract dispute…
RBA March Decision: What It Means for ASX Stocks
The Reserve Bank of Australia meets on Tuesday, 17 March, and it could be one of the most consequential rate decisions in months for ASX investors. The RBA already raised the cash rate to 3.85% back in February. Now, with Governor Michele Bullock calling this meeting…
Rio Tinto (ASX: RIO) Rises 3% on CATL Battery Deal- Buy, Sell, or Wait After the Kennecott Shutdown?
Rio Tinto Rises on CATL Deal Amid Kennecott Shutdown
Rio Tinto (ASX: RIO) climbed 3.14% to A$157.89 on Friday, which is a surprisingly strong move given the company is dealing with two very different pieces of news at once. On one hand, Rio Tinto just signed a major partnership deal with CATL earlier this month,…
Whitehaven Coal gets a refinancing boost, but coal risks remain
Whitehaven Coal (ASX: WHC) climbed 6.7% to A$9.29 on Thursday after announcing it had received public credit ratings from S&P Global, Fitch, and Moody's, all with stable outlooks. For most companies, a credit rating is routine admin. For Whitehaven right now, it is something more…
Collins Foods is growing in Germany, but risks remain
Collins Foods (ASX: CKF) surged as high as 11% intraday on Thursday before closing up around 5.2% after signing a deal to acquire eight KFC restaurants in Bavaria, centred around Munich, for approximately A$50 million. The move increases its German store count by nearly 50% overnight.…
Liontown’s production is improving, but lithium risks remain
Liontown Resources (ASX: LTR) delivered H1 FY2026 results on March 11, leaving the market conflicted. On one hand, total revenue and other income more than doubled to A$208 million compared to the same time last year, and the underground mine at Kathleen Valley is genuinely performing well.…
