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Energy

Viva Energy (ASX:VEA) Back in Focus as Geelong Refinery Fire Tests Australia's Fuel Security

Viva Energy is back in focus after the Geelong refinery fire raised fresh questions about Australia’s fuel security. While the damage appears contained and management expects capacity to recover in the coming weeks, the incident has highlighted how dependent Australia has become on just two domestic refineries, with Ampol now holding a stronger short-term position.

Energy

Commodities

Materials

Yancoal (ASX:YAL) Falls 2.35% After Signing $2.4bn Kestrel Deal: Buy the Dip or Wait?

Yancoal Australia (ASX:YAL) slipped 2.35% after announcing its US$2.4 billion acquisition of Kestrel Coal Group. The deal gives Yancoal access to one of Australia’s largest underground coal assets and lifts its exposure to metallurgical coal, but investors remain cautious about debt, approvals and execution risk.

Materials

mining

Industrials

Cleanaway (ASX:CWY) Cuts A$20M From EBIT Six Weeks After Upgrading Guidance to A$500M

Cleanaway has cut its FY26 EBIT guidance by A$20 million only six weeks after upgrading expectations, but the downgrade appears linked to fuel cost timing rather than a weaker core business. With most contracts expected to reprice by 1 July 2026, investors may see a clearer earnings recovery pathway heading into FY27.

Industrials

ASX 200

Materials

Rio Tinto's $2bn Boron Sale: Is RIO a Buy as It Reshapes Its Portfolio?

Rio Tinto’s proposed US$2 billion sale of its California boron assets signals a sharper focus on iron ore, copper, and lithium. While the move supports a leaner portfolio and stronger capital discipline, RIO’s recent share price strength means investors may need to weigh the long-term strategy against short-term valuation risk.

Materials

RIO

Information Technology

Weebit Nano Halts Trading for Up to A$105m Raise: What ASX Investors Need to Know

Weebit Nano has paused trading while it completes a capital raise of up to A$105 million at A$4.05 per share. For ASX investors, the focus now is on dilution, the use of funds, and how the stock reacts when trading resumes on Monday.

Information Technology

Tech

Energy

Australia's Fuel Crisis Exposes a Structural Flaw and an ASX Energy Opportunity

Australia may export huge amounts of LNG, but it still relies heavily on imported refined fuel. That gap has created both fresh risks and short-term opportunities in ASX energy stocks, especially for investors watching Woodside and Santos.

Energy

Commodities

Insights |

By Sector

Viva Energy (ASX:VEA) Back in Focus as Geelong Refinery Fire Tests Australia's Fuel Security

Yancoal (ASX:YAL) Falls 2.35% After Signing $2.4bn Kestrel Deal: Buy the Dip or Wait?

Cleanaway (ASX:CWY) Cuts A$20M From EBIT Six Weeks After Upgrading Guidance to A$500M

Rio Tinto's $2bn Boron Sale: Is RIO a Buy as It Reshapes Its Portfolio?

Weebit Nano Halts Trading for Up to A$105m Raise: What ASX Investors Need to Know

Australia's Fuel Crisis Exposes a Structural Flaw and an ASX Energy Opportunity

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