eResearch-PDAC-2026-Mikko Tepponen-BHP-Tech Keynote
Analyst Articles

PDAC 2026 Article – BHP Advances AI Strategy Across the Mining Lifecycle

BHP’s artificial intelligence (AI) mining strategy centers on execution, not technology alone. At PDAC 2026, Mikko Tepponen outlined how data integration, AI, and system-level platforms are reshaping mining decisions from exploration to operations. As ore bodies become deeper and more complex, and demand for critical minerals rises, BHP is prioritizing faster decision cycles, improved capital allocation, and operational stability. Key initiatives include centralized exploration data platforms, computer vision in iron ore operations, and digital twins at Escondida. The company reports over US$2 billion in value from digital initiatives, but emphasizes that scalable execution and integrated systems will define long-term competitive advantage. [more]

Analyst Articles

Elliott Investment Pushes Honeywell to Split into Two Independent Businesses

Elliott Investment Management has invested over $5 billion in Honeywell International and is advocating for the company to split into two independent businesses: Honeywell Aerospace and Honeywell Automation. The activist investor believes this separation could drive a 51%-75% share price increase by improving operational performance and valuation. This move follows a broader trend of industrial conglomerates simplifying their structures. Honeywell has acknowledged Elliott’s input and remains committed to sustainable growth and strategic portfolio optimization. [more]