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Weekly Wrap 1 August

Bell Direct
August 1, 2025

Reporting season is here, and Rio Tinto’s (ASX:RIO) mixed results have put materials stocks in focus. While iron ore remains under pressure from weak prices, growing momentum in copper and lithium point to an upside in green energy linked commodities, and shape a more positive outlook for the sector generally in FY26.

In this week’s wrap, Grady covers:

  • (0:38): Rio Tinto’s results and what they mean
  • (2:08): results from the broader iron ore sector
  • (3:21): Pilbara’s results and the outlook for lithium
  • (3:39): how the market performed this week so far
  • (5:02): the most traded stocks and ETFs this week
  • (6:20): economic news items to look out for.