BH BHP BHP Group Limited Loading... : Bullish and Bearish Analyst Opinions

JPMorgan lowers BHP Group's price target by 100 pence to 2,900 pence.

BHP high-voltage workers overwhelmingly endorse industrial stoppages after four months of targeted work bans, seeking transparent job classifications and pay parity.

BHP Group and Itochu have approved the final investment decision for the Ministers North Iron Ore Project in Western Australia.

BHP maintained its cost guidance despite higher diesel prices and inflation while continuing to invest in major growth projects including the Jansen potash mine and South American copper expansions.

BHP reports a 3% year-over-year decline in quarterly iron ore output and a 5% drop in copper production due to lower ore grades at South American operations.

BHP reports Q4 copper production of 491.9 kilotonnes and iron ore WAIO production of 74.8 million tonnes with unit cost guidance at bottom end for copper assets.

BHP is considering the sale of a Chilean desalination plant and power lines for up to two billion dollars according to Seeking Alpha.

BHP is considering divesting a Chilean desalination facility and power lines in a deal worth up to two billion dollars.

BHP Group is exploring the sale of a desalination plant in Chile and its electricity transmission assets as part of its infrastructure monetization strategy.

Citigroup lowers its price target on BHP Group to 3,250 pence from 3,500 pence, reflecting a reduced valuation outlook.

Workers at BHP's Port Hedland iron ore export terminal in Western Australia will stage an eight-hour strike on July 16 after failing to reach agreement with the company in more than six months of talks.

BHP Group receives its first major environmental approval for the expansion of its Escondida copper mine in Chile, enabling up to $14.7 billion in work to commence.

BHP's incoming CEO Brandon Craig has announced changes to the company's leadership team before he officially assumes the role on July 1.

BHP Group appointed Brandon Craig as CEO effective July 1, 2026, and split its President Americas role into separate North and South America positions.

BHP Group shares fell after the company flagged a $2.3 billion writedown on its giant potash mine in Canada due to cost and time overruns for an expansion project.

Reports BHP write-down and cost issues, factual observation only.

BHP expects the expansion of its giant Jansen potash mine in Canada to cost US$6.9 billion due to cost and time overruns.

BHP reports a $2.3 billion impairment charge for fiscal year 2026 related to its Jansen potash project.

Citigroup raises its price target for BHP Group to 3,500 pence from 2,900 pence, reflecting an upgraded valuation outlook.

BHP announces collaboration with the Global Centre for Maritime Decarbonisation to develop a multi-feedstock biofuel initiative for shipping.

BHP is described as a “diversified heavyweight” and “safer anchor” among the picks. Diversification across commodities (copper, iron ore, coal) and stable jurisdictions provides downside protection with upside from copper demand. BHP is the core defensive pick, benefiting from policy-driven demand but with lower volatility. China slowdown, commodity price cyclicality, ESG headwinds.

BHP, Rio, Vale look great

Cites these companies as examples of those that own "lots of assets" and will benefit from the "Great Migration." In a stagflationary world, companies controlling hard assets (industrial, material, energy) historically outperform financial assets. Portfolio construction is shifting from the Mag 7 to these groups. These are direct plays on the multi-year rotation into hard assets, which is still in its early innings. A deep global recession crushes commodity demand despite sticky inflation.

BHP named Brandon Craig, a 25+ year company veteran, as its new CEO. He emphasized "discipline" regarding M&A and underlined a strategic pivot towards growing in copper, mentioning a "shift in the centre of gravity" towards copper-rich regions like the US, Chile, and Argentina. The appointment signals continuity and a safe pair of hands to execute the long-term shift from iron ore to future-facing commodities like copper, which is critical for electrification. The leadership transition is smooth and reinforces a focused growth strategy in copper, but the immediate M&A outlook is cautious. A sustained slowdown in Chinese demand for iron ore (half of BHP's earnings) before copper growth offsets it. Execution risk on copper projects.

Reports a CEO succession at BHP, a fundamental management change, but the speaker states no directional view on the stock.

"You're much better off in say a lot of global equities are value plays that own assets. Look at your BHPs, your Rio Tintos, your valet." In a stagflationary environment characterized by sticky inflation and higher interest rates, capital will rotate out of overvalued, passive tech indexes. Investors will seek safety in hard asset producers with physical assets in the ground, as these companies inherently hedge against currency debasement and inflation. LONG as a structural inflation hedge and a beneficiary of the value rotation away from passive tech concentration. A severe global recession could destroy industrial demand for base metals, causing commodity prices and miner revenues to collapse despite inflation.

@robin_j_brooks Small correction after large dollar rally — on BHP dividend (a day when yards of dollars being sold without regard to price) — is hardly a meaningful regime change imo Dollar higher on the week why look at single day return

China’s state-backed iron ore buyer has summoned traders and urged them to refrain from buying new BHP Group cargoes to sell to buyers in the country https://t.co/maN7u8QiDH

CHINA WIDENS BHP IRON ORE RESTRICTIONS AS TALKS DRAG, SOURCES SAY

A price target increase from a major sell-side bank (Citigroup) signals a bullish outlook and expected upside for the stock.