Stock Markets March 2, 2026

Australian Shares Tick Higher as Energy, Gold and Resources Lead Market to Record Close

S&P/ASX 200 posts a marginal gain to a fresh high while commodity prices and volatility climb

By Caleb Monroe SMR ZIP MSB
Australian Shares Tick Higher as Energy, Gold and Resources Lead Market to Record Close
SMR ZIP MSB

Australia's benchmark S&P/ASX 200 closed marginally higher, reaching a new record as gains in Energy, Gold and Resources names supported the market. Notable winners included Genesis Minerals, Stanmore Coal and DroneShield, while Zip Co, Mesoblast and Light & Wonder faced the steepest declines. Volatility and commodity prices rose alongside mixed currency moves.

Key Points

  • S&P/ASX 200 rose 0.03% to a new all-time high, driven by gains in Energy, Gold and Resources.
  • Top individual gainers included Genesis Minerals (GMD), Stanmore Coal (SMR) and DroneShield (DRO); major decliners included Zip Co (ZIP), Mesoblast (MSB) and Light & Wonder (LNW).
  • Commodity prices climbed with April Gold up 2.22% to $5,364.16/oz and April Crude rising to $70.99 a barrel; volatility as measured by the S&P/ASX 200 VIX increased to 12.99.

Australia's equities market edged up at Monday's close, with the S&P/ASX 200 finishing slightly higher and marking a new all-time peak. The advance was driven primarily by strength in Energy, Gold and Resources stocks, which offset a number of notable declines across other sectors.

At the close in Sydney the S&P/ASX 200 rose 0.03% to reach a fresh all-time high. Market breadth was negative, however, as decliners outnumbered advancers on the Sydney Stock Exchange by 774 to 449, with 332 stocks finishing unchanged.

The top performers on the index included Genesis Minerals Ltd (ASX:GMD), which led gains by climbing 8.08% - an increase of 0.60 points to close at 8.03. Stanmore Coal (ASX:SMR) added 7.20% or 0.19 points to finish at 2.83, while DroneShield Ltd (ASX:DRO) rose 6.91% or 0.25 points to end the session at 3.87.

On the downside, Zip Co Ltd (ASX:ZIP) recorded the largest fall among the major movers, dropping 8.51% or 0.16 points to close at 1.75. Mesoblast Ltd (ASX:MSB) slipped 8.48% or 0.19 points to trade at 2.05 at the close, and Light & Wonder Inc DRC (ASX:LNW) declined 7.53% or 10.10 points to close at 124.11.

Implied market volatility increased during the session: the S&P/ASX 200 VIX rose 15.02% to 12.99, signaling a pickup in option-based measures of uncertainty for the benchmark.

Commodity markets saw notable gains alongside the equity move. Gold Futures for April delivery advanced 2.22% or 116.26 to $5,364.16 a troy ounce. Crude oil for April delivery climbed 5.92% or 3.97 to $70.99 a barrel, while the May Brent oil contract rose 6.13% or 4.47 to trade at $77.34 a barrel.

Currency markets showed mixed movement. AUD/USD was unchanged 0.39% to 0.71, while AUD/JPY inched higher by 0.03% to 111.08. The US Dollar Index Futures moved up 0.36% to 97.92.


The session illustrated a market environment where sector-specific strength - notably in resource-linked stocks - was sufficient to nudge the headline index to a new high, despite a larger number of individual falls across the board and a measurable rise in implied volatility.

Risks

  • Rising implied volatility - S&P/ASX 200 VIX increased 15.02% to 12.99 - may signal heightened short-term market uncertainty, impacting equity and options trading activity.
  • A wider number of declining stocks relative to advancing ones (774 fallers vs 449 gainers) suggests uneven market internals that could limit breadth-driven rallies.
  • Sharp commodity price moves, including sizeable increases in gold and oil futures, could introduce margin and input-cost pressure for firms sensitive to commodity swings in the Energy and Resources sectors.

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