2240 GMT [Dow Jones]--In Australia's mining sector, some companies are more exposed to higher diesel prices and fuel-supply risks than others. Bell Potter says a small cohort may also benefit from the energy squeeze, citing those with access to renewable-power supply or those that produce their own energy. "The current energy crisis may also speed the energy transition to lower-carbon electrification, favoring battery minerals and uranium," Bell Potter says. "Underground and in-situ leach mining operations are also less exposed to diesel supply risks." One example is Boss Energy, which draws power for its Honeymoon uranium project directly from the grid. Bell Potter also names Liontown Resources, Nickel Industries and Vulcan Energy Resources as relatively sheltered from fuel supply and price shocks. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 23, 2026 18:42 ET (22:42 GMT)

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