BHP Risks $2 Billion Hit From Dispute With CMRG, Goldman Says

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BHP Group may face a potential $2 billion loss due to pricing pressures resulting from China's restriction on its Jimblebar iron ore, according to Goldman Sachs Group Inc.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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BHP Group could face up to $2 billion hit from pricing pressures after China restricted its Jimblebar iron ore, as discounts widen and lump premiums collapse, according to Goldman Sachs Group Inc.

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Original article published by Bloomberg on January 29, 2026.
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