6 Aussie miners winning thanks to AI and robotics

Buy or Sell · Oct 8, 2026 · 14m

Which Aussie mining stocks are benefiting big from AI and robotics? We asked two expert for their take.

Tencap’s Jun Bei Liu and Sage Capital’s Sean Fenton tell us their call on 6 players, plus give their analysis of two lithium darlings.

Stocks Covered:

Iluka Resources (ASX: ILU)

Alcoa Corporation (ASX: AAI)

BHP Group (ASX: BHP)

Capstone Copper (ASX: CSC)

Liontown (ASX: LTR)

PLS Group (ASX: PLS)

Chapters:

00:11 Iluka: Rare Earths or Too Soon?

02:33 Alcoa: More Supply or More Demand?

05:55 BHP: Copper Upside, Iron Ore Drag

07:41 Capstone: A Riskier Copper Bet

09:21 Liontown: Why Both Say Sell…