2226 GMT - U.S. investors' main question for UBS about Australian miners: How much diesel do they have? Questions about diesel supply have been ramping up as investors weigh the prospect of fuel rationing in Australia, UBS analysts say. They range from "cost impacts and sensitivities for each of our miners to potential for rationing/the pathway to demand destruction and supply conservation," UBS says. In a separate note, UBS analysts say they met with 17 mining companies in Western Australia recently. "Companies we spoke to noted anywhere from 1 week to 1 month of fuel supplies on hand, but no visibility beyond mid-April given uncertainty around the timing of the end to the Middle Eastern conflict," UBS says. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

March 29, 2026 18:26 ET (22:26 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.