BHP's Strong Performance Offset by Jansen Cost Blowout -- Market Talk

Dow Jones
Jul 18, 2025

0136 GMT - Higher costs at BHP's Jansen potash project offset a strong operational performance, Jefferies analysts say following the miner's 4Q production results. The analysts say the "blowout at Jansen is the clear negative" and that "the fundamental outlook for potash is very challenging, in our view." BHP's 4Q production results are strong, however, they say. "All things considered, we believe the risk/reward tradeoff in BHP is balanced for now." Jefferies reiterates a hold rating on BHP. The stock is up 2.5% at A$40.10. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

 

(END) Dow Jones Newswires

July 17, 2025 21:36 ET (01:36 GMT)

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