Stock Markets March 25, 2026

ASX 200 Climbs as Mining Names Lead Gains; Energy Stocks Weaken

Gold, Metals & Mining and Materials sectors drive a 1.85% rise in the S&P/ASX 200 at Wednesday close

By Nina Shah PDN NHC
ASX 200 Climbs as Mining Names Lead Gains; Energy Stocks Weaken
PDN NHC

Australian equities finished higher on Wednesday, with the S&P/ASX 200 up 1.85% at the Sydney close. Strength in Gold, Metals & Mining and Materials sectors powered the advance, while several energy and coal names lagged. Market breadth was positive and volatility eased as commodity and currency moves diverged.

Key Points

  • S&P/ASX 200 closed up 1.85%, supported by gains in the Gold, Metals & Mining and Materials sectors - sectors directly linked to commodity prices and miners' performance.
  • Top winners included DroneShield (DRO), Liontown Resources (LTR), and Paladin Energy (PDN); major laggards included New Hope (NHC), Beach Energy (BPT), and Whitehaven Coal (WHC).
  • Market breadth was positive with 924 advancers, 233 decliners and 329 unchanged; the S&P/ASX 200 VIX declined to 16.91, indicating lower option-implied volatility.

Australian share prices advanced through Wednesday's session, with the S&P/ASX 200 rising 1.85% by the close in Sydney. Gains were concentrated in resource-oriented sectors, where miners and materials producers outperformed the broader market.

The session's top-performing stocks on the S&P/ASX 200 included DroneShield Ltd (ASX:DRO), which jumped 18.21% or 0.65 points to finish at 4.22. Liontown Resources Ltd (ASX:LTR) climbed 11.29% or 0.18 points to close at 1.73. Paladin Energy Ltd (ASX:PDN) gained 10.93% or 1.13 points to end the day at 11.47.

At the other end of the leaderboard, New Hope Corporation Ltd (ASX:NHC) fell 5.48% or 0.32 points to 5.52 at the close. Beach Energy Ltd (ASX:BPT) declined 5.30% or 0.07 points to finish at 1.25, and Whitehaven Coal Ltd (ASX:WHC) was down 4.51% or 0.42 points to 8.89.

Market breadth in Sydney skewed positive, with rising stocks outnumbering decliners by 924 to 233, while 329 issues finished unchanged. The S&P/ASX 200 VIX, which tracks implied volatility of S&P/ASX 200 options, fell 8.50% to 16.91, signaling lower option-implied market stress at the close.

Commodities moved unevenly. Gold futures for June delivery rose 3.43% or 151.90 to $4,586.00 a troy ounce. In contrast, crude oil for May delivery lost 3.72% or 3.44 to trade at $88.91 a barrel, and the June Brent contract dropped 4.13% or 4.14 to $96.09 a barrel.

Currency and broader dollar measures showed modest shifts. AUD/USD was reported unchanged 0.34% at 0.70, while AUD/JPY eased 0.19% to 110.83. The US Dollar Index Futures moved down 0.09% to 99.15.


Summary data from the session points to resource-led strength amid divergent commodity moves, with gold notably higher while oil prices retreated. Volatility measures declined and market participation favored advancing names, reflecting a broadly constructive close for Australian equities.

Risks

  • Commodity price divergence - while gold rallied, oil fell materially; such mixed commodity moves can create earnings and cash-flow uncertainty for exporters and resource companies.
  • Sector concentration risk - heavy gains concentrated in mining and materials increase exposure for portfolios overweight those sectors if sentiment reverses.
  • Energy and coal sector weakness - notable declines in Beach Energy, New Hope and Whitehaven Coal highlight downside risk for energy-related equities and investors exposed to those names.

More from Stock Markets

Norman Broadbent Returns to Profit as Revenues and Net Fee Income Rise Strongly Mar 25, 2026 Headlam Group's revenue falls as it withdraws from low-margin segments Mar 25, 2026 Tokyo Stocks Climb as Nikkei Advances 2.82% on Broad Sector Gains Mar 25, 2026 Wienerberger posts €4.6bn in 2025 revenue as roofing and piping offset weak construction demand Mar 25, 2026 Meituan Shares Leap After State Media and Regulator Urge End to Food-Delivery Price War Mar 25, 2026