Lotus Resources Given Beating on Middle East Exposure -- Market Talk

Dow Jones

03/25

2208 GMT - Among Australia-listed uranium miners, Lotus Resources has been hardest hit by concerns about raw materials supply due to the Iran conflict. Lotus's share price has almost halved since the start of March. Ord Minnett says Lotus's supplies of acid and sulphur look secure at present, but fuel is more precarious. "Lotus's diesel forward orders and stocks should see it through to early July, but supply is refined in the Middle East where the duration of the transport blockages and extent of refinery damage are uncertain," analyst Matthew Hope says. Lotus is standing still on July orders to see how volatility plays out. "Disruption cannot be ruled out as it depends on the conflict," Ord Minnett says. Lotus ended Tuesday at A$1.205, below Ord Minnett's A$3.90/share target. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 24, 2026 18:08 ET (22:08 GMT)

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Ord Minnett says Lotus's supplies of acid and sulphur look secure at present, but fuel is more precarious. \"Lotus's diesel forward orders and stocks should see it through to early July, but supply is refined in the Middle East where the duration of the transport blockages and extent of refinery damage are uncertain,\" analyst Matthew Hope says. Lotus is standing still on July orders to see how volatility plays out. \"Disruption cannot be ruled out as it depends on the conflict,\" Ord Minnett says. Lotus ended Tuesday at A$1.205, below Ord Minnett's A$3.90/share target. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2026 18:08 ET (22:08 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lotus Resources Given Beating on Middle East Exposure -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLotus Resources Given Beating on Middle East Exposure -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-25 06:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  2208 GMT - Among Australia-listed uranium miners, <a href=\"https://laohu8.com/S/LOT.AU\">Lotus Resources</a> has been hardest hit by concerns about raw materials supply due to the Iran conflict. <a href=\"https://laohu8.com/S/LOT\">Lotus</a>'s share price has almost halved since the start of March. Ord Minnett says Lotus's supplies of acid and sulphur look secure at present, but fuel is more precarious. \"Lotus's diesel forward orders and stocks should see it through to early July, but supply is refined in the Middle East where the duration of the transport blockages and extent of refinery damage are uncertain,\" analyst Matthew Hope says. Lotus is standing still on July orders to see how volatility plays out. \"Disruption cannot be ruled out as it depends on the conflict,\" Ord Minnett says. Lotus ended Tuesday at A$1.205, below Ord Minnett's A$3.90/share target. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2026 18:08 ET (22:08 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2622601600","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622601600","pubTimestamp":1774390080,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2208 GMT - Among Australia-listed uranium miners, Lotus Resources has been hardest hit by concerns about raw materials supply due to the Iran conflict. Lotus's share price has almost halved since the start of March. Ord Minnett says Lotus's supplies of acid and sulphur look secure at present, but fuel is more precarious. \"Lotus's diesel forward orders and stocks should see it through to early July, but supply is refined in the Middle East where the duration of the transport blockages and extent of refinery damage are uncertain,\" analyst Matthew Hope says. Lotus is standing still on July orders to see how volatility plays out. \"Disruption cannot be ruled out as it depends on the conflict,\" Ord Minnett says. Lotus ended Tuesday at A$1.205, below Ord Minnett's A$3.90/share target. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","LOT.AU":"Lotus Resources","BK7083":"煤与消费用燃料"},"translate_title":"莲花资源因中东风险敞口而遭受打击——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LOT.AU":0.9},"content_text":"2208 GMT - Among Australia-listed uranium miners, Lotus Resources has been hardest hit by concerns about raw materials supply due to the Iran conflict. Lotus's share price has almost halved since the start of March. Ord Minnett says Lotus's supplies of acid and sulphur look secure at present, but fuel is more precarious. \"Lotus's diesel forward orders and stocks should see it through to early July, but supply is refined in the Middle East where the duration of the transport blockages and extent of refinery damage are uncertain,\" analyst Matthew Hope says. Lotus is standing still on July orders to see how volatility plays out. \"Disruption cannot be ruled out as it depends on the conflict,\" Ord Minnett says. Lotus ended Tuesday at A$1.205, below Ord Minnett's A$3.90/share target. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 24, 2026 18:08 ET (22:08 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}