BHP is Australia’s largest mining company and one of the most diversified resource producers globally. It offers exposure to iron ore, copper, coal, and nickel, commodities that are critical to infrastructure, energy, and industrial growth. Recently, BHP has ramped up its copper operations, becoming the world’s largest copper producer, which aligns perfectly with rising demand from electric vehicles and renewable energy systems. Iron ore remains a reliable cash generator, supporting dividends and reinvestment. With a robust balance sheet, global operations, and a disciplined approach to capital allocation, BHP provides stability and resilience. It’s a top pick for investors seeking long-term exposure to mining with reduced risk from commodity price swings.

Pilbara Minerals is a leading lithium producer, operating the high-grade Pilgangoora project in Western Australia. As the global push for electrification intensifies, lithium demand is surging, especially for EV batteries and energy storage systems. Pilbara’s low-cost operations and strategic offtake agreements position it well to benefit from this trend. The stock has more than doubled since July, reflecting renewed investor confidence after a prolonged lithium price slump. While short-term gains may be priced in, Pilbara’s long-term growth outlook remains strong, especially if battery demand continues to accelerate. For investors with a higher risk appetite, Pilbara offers direct exposure to one of the most critical minerals of the energy transition.

Northern Star is one of Australia’s top gold producers, with a portfolio of high-quality assets in Western Australia and Alaska. The company has delivered strong performance this year, with its share price up over 50% despite a recent pullback during gold’s correction. Gold remains a key hedge against inflation and economic uncertainty, and with prices hovering near record highs, Northern Star is generating robust cash flow. Its scale, operational efficiency, and geographic diversification make it more resilient than smaller, single-asset producers. Northern Star also has a track record of disciplined capital management and shareholder returns, making it a solid choice for investors seeking defensive exposure with upside potential.