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    Rising resources earnings forecast: project pipeline signals for mine planners

    October 5, 2026|

    Reviewed by Joe Ashwell

    Rising resources earnings forecast: project pipeline signals for mine planners

    First reported on Australian Mining

    30 Second Briefing

    Australia’s resources and energy export earnings are forecast in the September 2026 Resources and Energy Quarterly to rise from $403 billion in 2025–26 to $422 billion in 2026–27, driven by demand from artificial intelligence data centre infrastructure and the energy transition. Stronger outlooks for iron ore, lithium and copper are offsetting softer coal prices, with AI-related power and cooling loads boosting requirements for steel, aluminium and critical minerals. Miners are likely to face continued pressure on long‑term supply of battery and conductor metals, reinforcing the case for new brownfield expansions and higher‑grade resource development.

    Technical Brief

    • September 2026 Resources and Energy Quarterly (REQ) is the source of the updated export forecasts.
    • Forecast period explicitly covers the 2026–27 financial year for Australian resources and energy exports.

    Our Take

    With Australia-wide resources and energy export earnings projected to rise into 2026–27, the push in our database for CGT concessions for junior explorers (see the 14 September 2026 item with MCA and AMEC) is likely to gain more traction, as government can argue it is reinvesting part of a growing revenue base into early-stage discovery.

    The same period of higher national export earnings coincides with a cluster of Australian Mining coverage on AI, automation and connected data in operations (27 August 2026 article), suggesting operators may have more headroom to fund digital productivity and sustainability upgrades rather than pure cost-cutting.

    Across the 1262 Mining stories in our database, relatively few combine national-scale export forecasts with the Projects and Sustainability tags, which signals that this piece is aimed more at board-level capital allocation and ESG positioning than at individual mine approvals or technical design choices.

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    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

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