Today's Mining Pulse
Chinese financing fuels a $98 billion mineral power shift
A wave of $98 billion in Chinese financing and heightened U.S. diplomatic activity has thrust critical minerals into the geopolitical spotlight. Resource‑rich nations such as the DRC, Brazil and Zambia are leveraging their mineral wealth to negotiate better terms and assert greater control over strategic industries.
Also developing:
Astron Builds Case for Donald Heavy Rare Earths Production with Resource and Reserve Update
Astron released revised mineral resource and ore reserve estimates for the first phase of its Donald rare earths and mineral sands project in Victoria. The new ICP‑MS data increase projected annual output of heavy rare earths, boosting dysprosium production by 57% to 144 t per year and terbium by 22% to 22 t per year. The upgrade positions Donald as one of the largest non‑Chinese heavy REE sources, potentially attracting a premium under Western spot pricing after China’s export controls.
Civeo Corp (CVEO) Q4 2025 Earnings Call Transcript
Civeo Corp reported Q3 2025 results that highlighted solid growth in its Australian operations and a marked margin improvement in Canada despite lower revenues. The Bowen Basin village acquisition drove a 7% revenue increase and a 19% rise in adjusted...
Flotation ‘Game-Changer’ Boosts Victory’s North Stanmore Rare Earth Potential
Victory Metals announced a major resource upgrade at its North Stanmore heavy rare earth project in Western Australia, reporting a near 50‑fold increase in recoverable material. The company demonstrated a novel flotation process that separates rare earths from ore early,...
Australia Doubles Down on Manufacturing with Critical Minerals Rise
The Australian Government’s 2025 edition of Australia’s Identified Mineral Resources (AIMR) highlights a surge in critical mineral reserves and production, reinforcing the nation’s role as a reliable supplier for high‑tech manufacturing, defence and clean‑energy sectors. Eleven critical minerals, including fluorine,...
Victoria Eyes Global Antimony Edge with New Processing Push
Victoria's government introduced the Advancing Antimony Grants, offering up to $1 million to develop a state‑of‑the‑art antimony processing hub. The program targets the state's sole operating antimony mine at Costerfield and recent exploration at Sunday Creek, aiming to boost local processing...
Sustainable Fitch Affirms Navoi Mining’s ESG Rating
Navoi Mining and Metallurgical Company (NMMC) received a reaffirmed ESG rating from Sustainable Fitch, maintaining a ‘3’ rating while its overall score rose to 54. The environmental profile improved to ‘2’ after the company disclosed Scope 2 emissions and set a...
Mining Underpins National Profit Growth, ABS Reveals
The Australian Bureau of Statistics reported that gross operating profits across private‑sector firms rose 5.8% in the December quarter, driven largely by an 8.1% surge in mining profits. Mining sales grew 1.2% and inventories increased 0.7%, while wages in the...
Surging Oil Prices Could Derail Pakistan’s Fragile Economic Recovery
Oil prices jumped nearly 10 % after Iran’s retaliatory strikes, prompting JPMorgan to warn that Brent could reach $120 per barrel if Strait of Hormuz disruptions persist. Pakistan, which imports 85 % of its crude, faces a current‑account deficit increase of $1.5‑$2 billion...
PDAC 2026: New Brunswick Says It Wants to Be the 'Best Place' To Mine in Canada
New Brunswick Premier Susan Holt unveiled a comprehensive minerals strategy at PDAC 2026, aiming to make the province the best place to mine in Canada. The plan promises faster permitting, targeted incentives, and infrastructure upgrades to attract investment in critical...
Brazil’s Oil Production Keeps Growing
Brazil is accelerating toward becoming the world’s fourth‑largest oil producer, buoyed by its 2025 entry into OPEC+ and a massive offshore pre‑salt development program. The pre‑salt basins, which contain 81% of the nation’s proven reserves, are driving a 14.6% jump...
BOEM Releases Offshore Alaska Seismic Survey Data
The Bureau of Ocean Energy Management (BOEM) has made five 3‑D seismic survey datasets from the Beaufort Sea publicly available through the National Archive of Marine Seismic Surveys. The releases—identified as B‑02‑99‑AK through B‑01‑95‑AK—cover 232 square miles across nine survey...
Eriez Highlighting Tramp Metal Control & Feeding Solutions at CONEXPO
Eriez will demonstrate its integrated tramp‑metal control and feeding solutions at CONEXPO‑CON/AGG 2026, targeting miners and aggregates producers. The portfolio combines vibratory feeders, magnetic separators, and MetAlarm® metal detectors to protect equipment and sustain high‑volume output. By removing ferrous and...
Sandvik Introduces My Sandvik Geo for Real-Time Geological Insight
Sandvik Mining unveiled My Sandvik Geo at CONEXPO‑CON/AGG 2026, a cloud‑based service that converts raw drilling measurements into near‑real‑time geological and geotechnical insights. The platform processes Measure‑While‑Drilling data, delivering rock‑strength, fracture, and overburden information that feeds into geological models and...
TPM26: Iran Conflict Puts New Risk on US Economic Growth: Yellen
Former Treasury Secretary Janet Yellen warned that the Iran‑Israel conflict threatens to choke oil flows through the Strait of Hormuz, sending crude futures to their highest level in over a year. Higher energy prices could lift inflation and undermine the...
Advanced Hearing Aids: Tiny Magnets for Better Sound
Advanced hearing aids now function as AI‑driven, Bluetooth‑enabled mini‑computers, thanks to rare‑earth elements that enable ultra‑compact magnets and efficient LEDs. Neodymium‑iron‑boron magnets and dysprosium‑stabilized alloys shrink speakers while preserving sound quality, and europium‑based phosphors power low‑draw status lights. The global...
Uganda: Floods Sweep Away Millions in Mineral Wealth As Kilembe Tailings Collapse Into River Nyamwamba
Heavy rains in Kasese District have caused the Kilembe tailings dam (Dam C) to collapse repeatedly, spilling copper, cobalt, zinc and other minerals into the Nyamwamba River. Officials estimate that more than two million tonnes of valuable material have already been...
PNG’s Rich Mineral Bounty Proves Irresistible for ASX Gold Players
Papua New Guinea’s underexplored yet high‑grade mineral endowment is drawing a wave of Australian‑listed miners. The government’s mining act mirrors Australia’s, and a well‑educated workforce eases project development. Recent transactions—including St Barbara’s $370 million sale of half its Simberi gold project to...
Hormuz Shutdown Spikes Sulphur, Hikes African Copper Leaching Costs
The cost of leaching copper oxide ore in the Central African Copperbelt is about to get even more expensive. In the past few days a number of Middle Eastern Oil refineries have been attacked / closed. In addition, exports through...
Nevada Sunrise Secures Griffin Gold, Expands Nevada Lithium Portfolio
Nevada Sunrise Metals $NEV.V $NVSGF 🧐Acquired the Griffin Gold project which produced 62,000 oz gold in 1998-1999. Assaying core cuttings from 2000 RC drilling for antimony & other metals. Strategic Nevada lithium landholder with three 100%-owned projects –...
Lawsuit Targets TotalEnergies over Fossil Fuel Expansion and Paris Agreement Goals
French courts have begun hearing a lawsuit against TotalEnergies, filed by 14 French cities and five NGOs, alleging the company’s portfolio of new fossil‑fuel projects breaches the 1.5 °C target of the Paris Agreement. The complaint, grounded in France’s 2017 duty...
Belmont Resources Adds International Critical‑Minerals Expert to Board
Belmont Resources $BEA.V $BELMF Strengthens Board with Appointment of Dr. Thomas Unterweissacher, International Critical-Minerals Specialist @thenewswire https://t.co/Wk3e9RIv3O https://t.co/MDKBlZQayv
PDAC 2026 Features Multiple Mining Company Interviews
Lots of @miningcomau interviews at #PDAC2026, going top left clockwise: Joe David at @ElementosTin, Michael Stier at @sagametals, Jason Weber at Silver North, Robert Eckford at @ruagold, Jason McBride at @q2metals https://t.co/zqdUE4fQPj
Mozambique: Fined for Illegal Mining
Mozambique's National Environmental Quality Control Agency (AQUA) fined gold miner Ecogems 21 million meticais (≈$328,600) for operating without an environmental license in Nampula's Lalaua district. The penalty follows complaints that the firm bypassed mandatory community consultation and displaced households without proper...
Support Montana's Palladium Mine for Economy and Security
US Senator Steve Daines on Montana palladium mine, in the wake of US tariffs on Russian supplies of the metal used to make semiconductors and other materials:
Congo's Top Minerals Stuck in Political Quagmire
Several of Congo's most-prized mineral assets sit in politically fraught zones or carry permitting disputes, making quick, reliable mining deals unlikely
JV Article: District Metals Advances Viken After Sweden OKs Uranium
District Metals is moving ahead with its Viken uranium project after Sweden repealed its uranium mining ban on Jan. 1, reopening the jurisdiction for the first time since 2018. The Viken alum shale deposit is touted as the world’s largest undeveloped...
Greenland, Canada Commit to Critical Minerals Partnership
Greenland and Canada have signed a "Joint Declaration of Intent" regarding critical minerals collaboration: https://t.co/EAtofUEQ0x
Nova Geos Expand West Wing Gold Discovery
Nova Minerals announced a large gold‑copper anomaly at its West Wing target on the 513‑km² Estelle project in Alaska. Reconnaissance sampling in 2023‑2025 returned rock grades up to 15.5 g/t gold and copper concentrations near 7 %, defining a 1,500‑by‑800‑meter zone. The anomaly...
Upright Launches New ESG Due Diligence Solution for Investors
Upright unveiled an AI‑driven ESG due‑diligence platform that generates sustainability assessments from a company’s website URL. The solution expands analysis beyond disclosed data to include value‑chain risks, supply‑chain dependencies, and end‑use market exposure. It supports multiple reporting frameworks such as...
Galleon Gold Receives Key Water Permit and Initiates Box Cut at Its West Cache Gold Project in Timmins, Ontario
Galleon Gold Corp. announced it has secured a Category 3 Permit to Take Water from Ontario’s Ministry of the Environment, enabling the start of primary box‑cut excavation at its 100% owned West Cache Gold Project in Timmins. The box cut will...
Critical One Energy Reclaims Full Control of Namibia Assets
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
Japan Gold Discovers Geophysical Anomalies at Hakuryu Project, Japan
Japan Gold Corp. completed a CSAMT and AMT geophysical survey at the Hakuryu Project in Hokkaido, identifying multiple resistivity anomalies that align with known alteration zones and vein trends. The anomalies extend across a five‑kilometre strike length, supporting drill pad...
CHN Energy Switches on 2 GW Solar Plant at Coal-Mining Subsidence Area
China Energy Investment Corp. (CHN Energy) has commissioned the 2 GW Phase II of its Lingwu photovoltaic project, bringing the site’s total capacity to 4 GW and completing half of the planned 6 GW mining‑subsidence solar cluster in Ningxia. The base will deliver roughly...
Arizona Metals’ Final Sugarloaf Peak Drill Results Demonstrate Robust Expansion and Continuity
Arizona Metals announced the final results of its 2025 reverse‑circulation drill program at the Sugarloaf Peak gold project in Arizona. The campaign delivered the highest grade ever recorded on the property, a 1.5‑metre interval of 25.5 g/t Au within a 91.4 m...
New Report Outlines Key Considerations for a Just Transition for Mining and Steel
ResponsibleSteel and the Initiative for Responsible Mining Assurance (IRMA) released a landmark report on how voluntary sustainability standards (VSS) can drive a just transition in the mining and steel sectors. The study outlines nine guiding principles and five concrete recommendations...
Japan Poised to Rejoin US‑Canada Lithium Battery Alliance
Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1
Taseko’s Florence Mine Delivers First New US Copper in 17 Years
Canadian miner Taseko Mines announced its Florence Copper operation in Arizona has produced its first copper cathodes, the first new US copper output from a greenfield project since 2008. The electrowinning plant began commercial operations in late February, positioning Florence...
PEA Offers a First Look at Whistler Mine
U.S. GoldMining released a preliminary economic assessment for its Whistler project in Alaska, outlining a 14.6‑year mine that would produce 2.6 million gold ounces, 6.9 million silver ounces and 592 million pounds of copper. The base‑case assumes $3,200/oz gold, $37.50/oz silver and $4.50/lb...
Standard Uranium Planning Inaugural Drill Program at Rocas Uranium Project, Saskatchewan
Standard Uranium Ltd. has finalized an inaugural drill campaign for the Rocas Uranium Project in Saskatchewan, a venture partnered with Collective Metals under a three‑year earn‑in option. Phase I will drill 1,200‑1,500 metres across six to eight holes to test shallow, high‑grade...
Silver One Drilling for Geotechnical Pit Slope Study at Candelaria, Projec, Nevada
Silver One Resources has launched a 1,900‑metre core drilling campaign across nine HQ‑diameter holes to collect geotechnical data for its Candelaria Silver Project in Nevada. The company also hired Call & Nicholas to perform a pre‑feasibility level pit‑slope stability study,...
California Sets August 2026 Deadline for First Corporate Climate Reports
The California Air Resources Board approved the Greenhouse Gas Reporting and Climate Financial Risk Disclosure Initial Regulation, setting an August 10, 2026 deadline for the first‑year corporate emissions filing. SB 253 obliges companies with more than $1 billion in revenue to report Scope 1 and 2...
Early Investor Spotlights Cactus Mine Before Management
One of the first investors long before current management team even heard of cactus mine. My newsletter subs knew before day 1! @ArizonaSonoran https://t.co/8TjtUzluWj
Standard Chartered Earns Over $1 Billion in Sustainable Finance Income
Standard Chartered reported $1.07 billion in sustainable finance income for 2025, a 9% increase year‑over‑year and surpassing its $1 billion target. The Banking division contributed $610 million, growing 11%, while Transaction Services and Markets added $340 million and $117 million respectively. The bank also achieved...
SEEPEX Unveils SJA Pumps for Improved Rock Blasting and Mine Operations
SEEPEX introduced its BN series pumps featuring Smart Joint Access (SJA), a design tailored for rock blasting and other mining applications. The pumps provide a large inspection opening for rapid joint checks, a compact equal‑wall stator for high‑pressure operation, and...
Cerro Caliche Offers Safe, High‑return Gold Investment
Cerro Caliche stands in stark contrast to Vizsla’s Panuco tragedy. Located in a stable, established mining district near operating mines Cucurpe has seen no reported cartel incidents disrupting ops. Safer jurisdiction profile than Sinaloa hotspots. @SonoroGold $sgo.v
Osaki Electric Signs EMS Development Pact with Kyocera, Taiwan Plastics
Osaki Electric has entered a development pact with Kyocera and two Taiwan Plastics Group affiliates to co‑create an AI‑driven energy management system called SmaRe:C. The platform integrates solar generation, lithium‑iron‑phosphate battery storage and an edge AI terminal to optimise electricity...
The New Critical Minerals Race – Why the US-China Rivalry Will Be Decided in the Global South
Critical minerals have become the centerpiece of the U.S.-China rivalry, but the contest is playing out in Africa, Southeast Asia and Latin America. While China dominates mid‑stream processing of rare earths and battery materials, Washington is building "friend‑shoring" partnerships to...
Two 2018-Built Vessels Pick up North Sea Gig with TGS
Norwegian data firm TGS has signed a new term charter with Remøy Shipping for two platform supply vessels, Seacor Ohio and Seacor Yangtze. The 160‑day firm contract, with optional extensions, supports a node‑on‑a‑rope seismic survey in the North Sea. Both...
Energy Drilling Founder Marcus Chew to Step Down as CEO
Marcus Chew, founder of Singapore‑based tender drilling specialist Energy Drilling, will step down as CEO and assume the role of executive chairman. Luc Plouzennec, the current VP of operations and marketing, is promoted to CEO, while marketing manager Chua Yong Chiang...
Digital Product Passports Are Coming, and 2026 Is When the Real Work Begins
Digital Product Passports (DPPs) are moving from concept to regulatory requirement, with the EU mandating them for textiles by 2029. The 2026 window is critical for brands to build the digital infrastructure needed to capture, validate, and share product‑level data....