Five Rare Earth Stocks To Watch As Shortages Hit Aerospace | Investor's Business DailyTRENDING: [Rare Earth Stocks To Watch]---Rare earth stocks are mixed on Thursday morning despite a Reuters report that aerospace and semiconductor firms are facing shortages of yttrium and scandium. Those are two of the seven heavy rare earth minerals that China restricted the export of last April. MP Materials (MP), NioCorp Developments (NB), American Resources (AREC), Rio Tinto (RIO) and Lynas Rare Earths (LYSCF) are amo ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints - In Q4 2025, the production and sales of the four major iron ore mines remained at a high level. Vale had a significant year-on-year increase, Rio Tinto's production returned to a high range after recovering from the weather impact in Q1, FMG's shipments increased steadily, and BHP improved quarter-on-quarter. The overall supply rhythm was stronger than that in Q3 [1]. - In terms of production in Q4, Rio Tinto and BHP increased quarter-on-quarter, Vale maintained a high level, and FMG declined slightly. For the whole year of 2025, Vale and FMG contributed the main increments. In terms of sales, Rio Tinto's annual shipments were lower than the mid - point of the guidance target range due to the weather impact in Q1. In 2025, the sales of Vale and FMG increased year-on-year, and BHP maintained a stable release rhythm [2]. - Despite the weather disturbances in Q1, the four major mines achieved overall production and sales growth in 2025 thanks to the strong recovery in the following three quarters. It is expected that the total production of the four major mines will continue to grow in 2026 [2]. Summary by Company Rio Tinto - In Q4 2025, the iron ore production in the Pilbara region reached about 89.67 million tons (100% equity), with a year-on-year increase of about 3.7% and a quarter-on-quarter increase of about 6.7%. The production and shipment gaps caused by the cyclone in Q1 were gradually repaired in Q2 and Q3. The annual Pilbara production was about 327 million tons (100% caliber), basically the same as in 2024; the annual shipment was 326.2 million tons, a year-on-year decrease of 1%, at the lower end of the guidance range [7]. - In terms of product structure, the sales proportion of SP10 decreased significantly year-on-year. In Q4, the sales of SP10 were about 10.5 million tons (100% equity), a year-on-year decrease of about 50%. The average realized price for the whole year was $82.8 per wet ton (FOB), lower than the 2024 level, affected by both the decline of the price index and the product structure change [7][9]. - The Simandou project achieved its first shipment in Q4, marking the official entry of new supply in West Africa into the realization stage. Rio Tinto set its Simandou shipment guidance target for 2026 at 5 - 10 million tons, and the Pilbara shipment guidance target at 323 - 338 million tons. In 2026, the production rhythm is expected to remain stable [9]. BHP - In Q4 2025 (Q2 of BHP's 2026 fiscal year), the iron ore production of BHP WAIO was about 76.33 million tons (100% equity), a quarter-on-quarter increase of 8.7% and a year-on-year increase of about 4.4%. In the first half of the 2026 fiscal year, the cumulative production of WAIO was 147 million tons (100% caliber), a year-on-year increase of 1%. The material extraction at the mine increased by 9% year-on-year, and the supply chain bottlenecks caused by the cyclone and railway maintenance have been basically digested. After the completion of the CD3 reconstruction and the promotion of the railway technology upgrade project, the system operation efficiency continued to improve [12]. - In the first half of the 2026 fiscal year, the production of Samarco was 4 million tons (BHP's equity caliber), a year-on-year increase of 48%. After the restart of the second concentrator, it has been running stably, and the concentration efficiency and recovery rate have improved. The company has approved the third - stage expansion plan, and it is expected to increase the production capacity to about 26 million tons per year (100% equity) in the next few years [12]. - BHP's annual production guidance target for the 2026 fiscal year remains unchanged in the range of 284 - 296 million tons (100% equity). Considering the progress in the first half of the fiscal year and the operation intensity in Q4, it is estimated that it can reach the upper half of the range. BHP is still negotiating the annual contract terms with China National Mineral Resources Group, and the subsequent negotiation progress needs attention [13]. FMG - In the second quarter of the 2025 fiscal year, Fortescue's iron ore shipments were 50.5 million tons, a year-on-year increase of 2.2% and a quarter-on-quarter increase of 1.6%. In the first half of the 2026 fiscal year, the cumulative shipments were 100.2 million tons, a year-on-year increase of 3%, setting a new high for the first half of the fiscal year. In Q4, the ore mining volume was 61.4 million tons and the processing volume was 49.8 million tons, operating at a high load. The shipments of traditional hematite were 48.3 million tons, basically the same year-on-year, indicating that the operation rhythm of the main mining areas was stable without obvious capacity disturbances [16]. - In the Iron Bridge project, the concentrate shipments in Q4 were 2.2 million tons, a year-on-year increase of 44%. In the first half of the 2026 fiscal year, the cumulative shipments were 4.3 million tons, a year-on-year increase of 37%. The project's operation stability has improved significantly, and the concentrate shipment rhythm has become more normalized. As the production line gradually enters a stable stage, the increase in the proportion of concentrate supplements the overall shipment structure [16]. - FMG's annual shipment guidance for the 2026 fiscal year remains unchanged in the range of 195 - 205 million tons (100% equity), including 10 - 12 million tons from the Iron Bridge project. Based on the progress in the first half of the 2026 fiscal year and the current quarterly operation intensity, it is optimistic that it can achieve the guidance target [16]. Vale - In Q4 2025, Vale's iron ore production was 90.4 million tons, a year-on-year increase of 6% and a quarter-on-quarter decrease of 4.2%. Although it slightly declined from the high in Q3, it was still at a relatively high level in recent single - quarters. The annual iron ore production in 2025 reached 336 million tons, a year-on-year increase of 2.6%, the highest level since 2018 [20][23]. - In terms of different systems, the production of the northern system in Q4 was 44.8 million tons, a year-on-year decrease of 6.5 million tons, mainly affected by the recoverable resource structure of the Serra Norte mine and phased maintenance; the annual production of S11D reached 86 million tons, maintaining a high - level operation. The production of the southeast system in Q4 was 23.9 million tons, with a significant year-on-year increase. The stable operation of Brucutu and the continuous ramping up of the Capanema project contributed the main increments, and the single - quarter production of Capanema was about 3 million tons, expected to reach full production in Q2 2026. The production of the southern system in Q4 was 13.5 million tons, a year-on-year increase, and the operation of the Vargem Grande and Paraopeba systems improved significantly [23]. - In terms of sales, the iron ore sales in Q4 were 84.87 million tons, a year-on-year increase of 4.5%, basically matching the production rhythm. The annual sales were 314 million tons, a year-on-year increase of 2.5%. The company adjusted the product portfolio according to the market premium changes, and the proportion of medium - grade ore and blended ore increased, making the shipment structure more balanced [23]. - Vale's annual production guidance target for 2025 was previously 325 - 335 million tons, and the actual production was 336 million tons, at the upper end of the guidance range. The production guidance target for 2026 is further increased to the range of 335 - 345 million tons. The new production mainly comes from the ramping up of existing projects and system recovery, and it is expected that the increment in the second half of 2026 will be higher than that in the first half [24].

Key Takeaways Rio Tinto and BHP boost copper and iron ore output while advancing major growth projects.Rio Tinto achieved its first copper at Johnson Camp and sees 20.2% EPS growth for 2026.BHP raised fiscal 2026 copper guidance and advances Jansen potash toward 2027 start.Rio Tinto Group (RIO) and BHP Group Limited (BHP) are both familiar names operating in the Zacks Mining - Miscellaneous industry. As rivals, the companies are focused on the extraction of minerals including copper, zinc and iron, etc., an ...

巴克莱将力拓欧股目标价从6,885便士下调至6,600便士，评级从"增持"下调至"持股观望"。分析师认 为，铁矿石价格已接近季节性峰值，通常价格会逐步下跌直至第四季度，这意味着力拓的盈利动能可能 从此减弱。 ...

Rio Tinto Group (NYSE:RIO) is one of the best value stocks to buy now. On February 19, Rio Tinto reported earnings for the full year 2025, which was highlighted by a 9% increase in underlying EBITDA and an 8% rise in copper equivalent production. Despite a stable underlying earnings figure of $10.9 billion, the company hit annual production records for both copper and bauxite. This was supported by a $650 million run rate in productivity benefits, which helped lower copper unit costs by 5%. The company’s ...

Rio Tinto Group (NYSE:RIO) is a leading global mining company known for its extensive operations in iron ore, aluminum, copper, and other minerals. The company is a major player in the mining industry, competing with giants like BHP and Vale. On February 22, 2026, Goldman Sachs downgraded RIO from a Buy to a Neutral rating, with the stock priced at $97.09 at the time.Despite the downgrade, Rio Tinto has shown significant growth in its iron ore production. In the fourth quarter of 2025, the company increased ...

蒙古政府进一步提出免除24亿美元债务、提供50亿美元无息贷款以及70亿美元环保保证金等要求，让力拓陷入"沉没成本陷阱"。 政治因素频繁导致项目暂停，设备闲置、维护成本增加，力拓的预期盈利化为泡影。当初的"香饽饽"如今成了高风险、低回报的"泥潭"。 力拓刚入场就遭遇蒙古政府的硬性要求：原矿石必须先在当地加工才能出口。这一规定迫使力拓投入巨资建设加工厂，并培训本地工人，运营成 本大幅攀升。 蒙古禁止铜矿石直接出口中国，力拓只能绕道俄罗斯港口运输，每吨矿石成本增加300美元。长期积累后，这笔额外支出成为沉重的财务负担。 开采铜矿需要稳定电力，中国是最便捷的供应方。但蒙古再次拒绝，要求力拓自建发电厂，导致额外投入数十亿美元，资金压力陡增。 蒙古政府指控力拓存在税务问题，涉及1.55亿美元争议金额。同时，投资者因项目延误和成本超支对力拓发起集体诉讼，最终力拓支付1.3875亿美 元和解。 蒙古奥尤陶勒盖金铜矿是全球瞩目的超级矿藏，距离中国边境仅80公里。其铜储量高达3110万吨，还伴生1328吨黄金和7600吨白银，矿带面积甚 至超过乌兰巴托市区，堪称"地下聚宝盆"，可持续开采50年。 中方曾提出极具竞争力的合作方案， ...

Key Takeaways Rio Tinto lifted Pilbara shipments 7% to 91.3 million tons; production rose 4%.RIO's Gudai-Darri hit strong run rates as the new Pilbara Blend strategy improved product mix.Rio Tinto advances Rhodes Ridge and Simandou, targeting 40-50 million tons and commissioning in Guinea.Rio Tinto Group (RIO) reported strong growth in iron ore production and shipments in the fourth quarter of 2025. During the quarter, Pilbara iron ore shipments reached 91.3 million tons, increasing 7% from the year-ago-qua ...

Market Overview - Wall Street began 2026 positively after a significant bull run over the past three years, but U.S. stock markets experienced fluctuations in February due to concerns regarding artificial intelligence (AI) trade [1] - Investors are moving away from tech stocks amid growing worries about the downsides of AI stocks, leading to a continued selloff as fears increase about the potential of AI stocks compared to the substantial investments in the sector [1] Investment Strategy - It is advisable to invest in high dividend-paying corporate giants, which typically possess strong financial positions, robust business models, and globally recognized brand value, providing a steady income stream during market fluctuations [2] Stock Recommendations - Five stocks with a top Zacks Rank are identified as strong investment opportunities: - AngloGold Ashanti plc (AU) - Ford Motor Co. (F) - The Hershey Co. (HSY) - Rio Tinto Group (RIO) - BHP Group Ltd. (BHP) - Each of these stocks currently holds a Zacks Rank 1 (Strong Buy) [3] Company Profiles AngloGold Ashanti plc (AU) - Operates as a gold mining company with a focus on Africa, Australia, and the Americas, primarily exploring for gold and producing silver and sulphuric acid as by-products [6] - Expected revenue and earnings growth rates for the current year are 22.5% and 52.9%, respectively, with a 10% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [7] - Current dividend yield stands at 3.36% [7] Ford Motor Co. (F) - Generated $187 billion in revenues in 2025, marking its fifth consecutive year of revenue growth, with the Ford Pro unit being a key growth driver [8][9] - Expected revenue and earnings growth rates for the current year are 0.3% and 39.5%, respectively, with a 3.4% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [11] - Current dividend yield is 4.33% [11] The Hershey Co. (HSY) - Focused on innovation, supply-chain agility, and commercial execution, expanding its presence in the snacking category [12] - Expected revenue and earnings growth rates for the current year are 4.4% and 27.1%, respectively, with a 15.9% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [14] - Current dividend yield is 2.62% [14] Rio Tinto Group (RIO) - An international mining company with interests in various minerals, including aluminum, copper, and iron ore, with operations in multiple countries [15] - Expected revenue and earnings growth rates for the current year are 10% and 19%, respectively, with a 9% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [16] - Current dividend yield is 2.98% [16] BHP Group Ltd. (BHP) - Experienced a 1% dip in iron ore output, while copper production increased by 4% in the first quarter of fiscal 2026, projecting iron ore production of 258-269 million tons for fiscal 2026 [17][9] - Expected revenue and earnings growth rates for the current year are -4.1% and 29.1%, respectively, with a 0.4% improvement in the Zacks Consensus Estimate for earnings over the last seven days [19] - Current dividend yield is 3.18% [19]

VANCOUVER, British Columbia, Feb. 20, 2026 (GLOBE NEWSWIRE) -- Rio2 Limited (“Rio2” or the “Company”) (TSX: RIO; OTCQX: RIOFF; BVL: RIO) is pleased to announce that its executive team lead by Alex Black, Executive Chairman of the Board, and Andrew Cox, President & CEO, will attend BMO’s 35th Global Metals, Mining, and Critical Minerals Conference next week in Hollywood, Florida, to discuss its future growth plans for the Fenix Gold Mine and the newly acquired Condestable Mine. Rio2 is set to present on Wedn ...