BHP Reshapes Power Assets And Tests Low Carbon Shipping As Shares Rise

Simply Wall St

Sat, February 14, 2026 at 4:09 PM GMT+9 2 min read

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BHP

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BHPLF

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BHP Group has agreed to sell a 49% stake in its Western Australia iron ore inland power network to BlackRock's Global Infrastructure Partners.

The transaction allows BHP to bring in a large external investor while keeping operational control of the energy assets that support its iron ore operations.

Separately, BHP has advanced its decarbonization plans by supporting a shipment powered by low carbon methanol fuel in partnership with NYK.

ASX:BHP is trading at A$51.13, with the share price up 4.8% over the past week and 11.7% year to date. Over the past year, the stock has returned 30.3%, and 72.2% over five years, which gives context for these new capital and sustainability moves. For investors, the combination of infrastructure reshaping and lower carbon shipping activity relates directly to how BHP is managing its core assets and long term cost base.

The partial sale of the power network and the low carbon methanol trial highlight where BHP is choosing to allocate capital and technical effort. If you are tracking ASX:BHP, these developments may be useful reference points when you think about future cash needs, infrastructure flexibility, and how the company plans to address emissions across its supply chain.

Stay updated on the most important news stories for BHP Group by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on BHP Group.

ASX:BHP Earnings & Revenue Growth as at Feb 2026

We’ve flagged 1 risk for BHP Group. See which could impact your investment.

Quick Assessment

**⚖️ Price vs Analyst Target**: At A$51.13, BHP trades about 5% above the A$48.69 analyst price target, which is within the 10% band.

**❌ Simply Wall St Valuation**: Shares are flagged as trading roughly 31.5% above estimated fair value.

**✅ Recent Momentum**: The 30 day return of about 6.3% shows positive short term momentum.

There is only one way to know the right time to buy, sell or hold BHP Group. Head to the Simply Wall St company report for the latest analysis of BHP Group’s Fair Value.

Key Considerations

📊 The 49% sale of the power network brings in capital while BHP keeps control of infrastructure that underpins its iron ore business.

📊 Watch how proceeds are allocated, any changes to power costs, and whether low carbon methanol shipping expands beyond the trial.

⚠️ The flagged risk is an unstable dividend track record, so income focused investors may want to look closely at payout consistency.

Dig Deeper

For the full picture including more risks and rewards, check out the complete BHP Group analysis. Alternatively, you can visit the community page for BHP Group to see how other investors believe this latest news will impact the company’s narrative.

Story Continues  

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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