Know What's Happening in Mining
Know What's Happening in Mining
Lindian Resources raises $100M for Malawi rare‑earth project
Australian ASX‑listed Lindian Resources secured $100 million to fund the first stage of its Kangankunde Rare Earths Project in Malawi. The high‑grade deposit, rich in dysprosium and terbium, will be developed debt‑free, avoiding a previously planned $32 million loan and positioning Malawi alongside the DRC and South Africa as a rare‑earth hub.
The Pentagon warned that the United States remains 95% dependent on China for rare‑earth minerals, a vulnerability that threatens national‑security supply chains. In response, the Defense Department has pledged over a billion dollars in direct investments and secured billions in defense stockpiles to jump‑start domestic refining. Washington also announced a bilateral framework with Australia to co‑develop mining and processing capabilities, while allies such as Canada’s Almonty Industries are building non‑Chinese processing plants. These coordinated moves aim to dilute China’s near‑monopoly on critical minerals essential for defense technologies.
Novelis commissions bag houses at UK plant to support an 85,000 t/yr recycling expansion before UK DRS. https://www.metalnomist.com/2026/03/novelis-commissions-bag-houses-at-uk.html
Nova Minerals has received its first batch of mining and processing equipment at the Estelle project in Alaska, marking a major milestone toward US antimony production. About 95% of the major equipment has been delivered, with roughly 70% already en...
US-Chile critical minerals talks open to secure copper, lithium, and rare earth supply chains. https://www.metalnomist.com/2026/03/us-chile-critical-minerals-talks-kick.html
Mineral Resources brings little Lamb Creek to life as WA’s first new iron ore mine of 2026 https://t.co/ChB3CftVJn
Evolution Mining secured a score of 68 in S&P Global’s 2026 Corporate Sustainability Assessment, marking its second consecutive appearance among the high‑ranking mining firms. The CSA evaluated over 9,200 companies, with only 848 earning yearbook membership, highlighting the assessment’s rigor....
BHP has broken ground on a sixth car dumper at its Nelson Point terminal, part of the $1.4 billion Port Debottlenecking Project 2. The new CD6 unit will tip two 135‑tonne rail cars at once, delivering up to 16,000 tonnes of iron ore...
U.S. Energy Secretary Chris Wright approved a 13% increase in exports at Venture Global’s Plaquemines LNG terminal, adding up to 0.45 billion cubic feet per day (Bcf/d) for non‑FTA destinations. The move raises Plaquemines' authorized export capacity to 3.85 Bcf/d, combining both...
U.S. Energy Secretary Chris Wright approved a 13% increase in exports from Venture Global’s Plaquemines LNG terminal, adding up to 0.45 billion cubic feet per day (Bcf/d) for non‑FTA destinations. The move raises the facility’s authorized capacity to 3.85 Bcf/d, combining both...
CSIRO’s Data61 team is testing sub‑1 GHz low‑frequency signals as a rugged, long‑range communications layer for remote industries. Farm trials with Sharp demonstrated live video and AI‑driven livestock monitoring using a 240 MHz signal at just 0.01 mW. The research shows the spectrum...
EU energy coordinators met on March 12 and concluded there are no immediate oil or gas supply risks despite ongoing Middle East disruptions. Oil inventories remain high and gas storage levels are stable across the bloc. Regulators consider the current framework...
In ad‑hoc meetings on March 12, the EU’s Gas and Oil Coordination Groups reported no immediate security‑of‑supply risks despite ongoing Middle East tensions. Oil inventories across member states remain at elevated levels, while gas storage fill rates are stable and not...
The Democratic Republic of the Congo announced a push to deepen partnerships with major miners Glencore, CMOC Group and Ivanhoe Mines. The government aims to spur additional capital spending, modernize facilities and lift mineral output amid copper production above 3 million...
Alphamin Resources reported a 7% rise in tin output for 2025, reaching 18,576 tonnes and aligning with its revised guidance. Despite a March security‑driven shutdown, the miner posted a pro‑forma annualized production rate of roughly 20,000 tonnes. EBITDA surged 25%...
Jubilee Metals Group has agreed to purchase high‑grade copper ore for its Roan Concentrator in Zambia, a $1.8 million deal settled by issuing 29.76 million new shares at a 14.3% premium. The supplied ore averages 1.65% copper, which should improve recovery rates...
Crescat Capital’s March 13 market update highlighted substantial progress at Goliath Resources’ Golddigger Project. Quinton Hennigh reported that the mineralized system has expanded dramatically compared with last year’s drilling. Recent core work has further enlarged the Surebet discovery, adding significant...
Green & Gold Minerals (ASX:GG1) raised just under $5.7 million in its IPO and listed on the ASX in October 2023. Within months the company completed more than 4.8 km of reverse‑circulation and diamond drilling at its Chillagoe gold‑silver project, delivering several...
MAP OF THE DAY: While the Strait of Hormuz remains largely closed (other than a few tankers, notably from India), the Red Sea is witnessing the arrival of an oil tanker armada to the Saudi terminals there. (Tracking via @TheTerminal) (Blue...
Australia is lobbying for more overseas investment in its gas resources as the Middle East conflict riles energy markets 🇦🇺💰 https://t.co/GpZPpkrjwB https://t.co/pVWyatVjys
Colombia’s natural‑gas output fell to a multi‑decade low of 683 mmcf/d in January 2026, a 17 % drop year‑over‑year, forcing the government to lean heavily on costly LPG imports that now cover about 30 % of domestic gas demand. The shortfall threatens electricity...
It was a big week for commodities in China. On the iran war we had a refined fuel export ban and a request to access commercial reserves. Meanwhile the China, BHP iron ore saga exploded into life again
IEA has provided an update on the emergency oil stock release, with details on timing, regional split, and crude/product split. Asia stocks will be released immediately. Europe / America only at the of March. Still missing is the flow rate, however....
Coal India Ltd (CIL), which produces about 80% of India’s domestic coal, pledged to keep electricity prices fair amid the West Asia crisis that threatens imported coal costs. The state‑owned firm holds 122 million tonnes of pithead inventory and 53 million tonnes...
Press the translate button. Remember what I mentioned before: The resumption of oil exports form Northern Iraq was forced by the Trump administration. None of the parties are happy, especially the KRG.
COLUMN: While the price of Brent and WTI crudes remain well below their record high, the cost of fuel oil has surged above the 2022 and 2008 peaks. The surge is a big problem for the workhorse of globalisation: the container...
The Democratic Republic of the Congo’s Deputy Prime Minister Daniel Mukoko Samba met with the Professional Group of Petroleum Product Distributors on March 10, 2026 to assess global oil market volatility. The discussion focused on the recent Brent crude surge...
⭕️A large number of LNG carriers were diverted from Europe to Asia. Will China restarts buying US LNG? Map form @Kpler I added the red arrows
China eases ban on BHP iron ore after steel mills rush to buy in amid price rises https://t.co/WaN0cB2ddK
MP Materials announced a 10X rare‑earth magnet facility in Northlake, Texas, backed by the U.S. government and secured long‑term offtake agreements with General Motors and Apple. The stock fell 4.7% in one day and 5.6% over the past month, despite...
"Iranian Foreign Minister Abbas Araghchi on Saturday said the Strait of Hormuz is open and that the strategic route is only closed to the US and Israeli vessels" Are ships and tankers moving? If not, then where is the problem? Look...
For those of us fortunate enough to be far away and out of the line of fire, the impacts of the war in Iran are economic. Why is the war making the price of so many things more expensive? #canada🇨🇦...
Electronic warfare (EW) has become the backbone of modern military operations, turning the electromagnetic spectrum into a decisive battlespace. The performance of EW hardware hinges on rare‑earth‑based components—neodymium‑iron‑boron and samarium‑cobalt magnets for antenna steering, power generation, and high‑temperature stability, plus...
Here is an oil tanker that crossed the Hormuz Strait with no incident. It will arrive at Mumbai port in India tonight. It is carrying about 1 mb of Arab Light crude from Ras Tanura in Saudi Arabia. It is...
Gasoline Surge Above $3 May Fuel Reversion Toward $2 - The national average gasoline price has jumped above $3 a gallon on the back of the Iran war, which may fuel reversion toward $2 by year-end. My graphic highlights a...
President Trump’s push to revive Alaska’s fossil‑fuel sector hit a setback when the first offshore lease auction in Cook Inlet received no bids. The administration’s 2025 executive order to open the Arctic National Wildlife Refuge and expand LNG projects has faced...
Germany and India sign new deals to deepen critical minerals cooperation across mining, processing, and recycling. https://www.metalnomist.com/2026/03/germany-india-strengthen-critical.html
Taseko expects first copper cathode in coming weeks as Florence Copper completes construction in Arizona. https://www.metalnomist.com/2026/03/taseko-expects-first-cu-cathode-in.html
JSW Steel has broken ground on the Minas de Revuboè (MdR) coking‑coal mine in Mozambique’s Moatize basin. The deposit contains 850 million tonnes of reserves, with 250 million tonnes of hard coking coal deemed recoverable, and the first phase aims to deliver...
Iran has stated it will allow tankers through the Strait of Hormuz - but only for shipments paid for in Chinese yuan rather than US dollars. The dollar is THE standard currency of the fossil fuel trade. Iran didn’t just announce...
Australian Resources Minister Madeleine King is traveling to Japan for the Indo‑Pacific Energy Security Ministerial, co‑hosted by Japan and the United States. The agenda centers on fuel security for remote mining operations and strengthening critical‑minerals supply chains. King will meet...
The US gov seems to have changed its mind about the terms of the use of the Strategic Petroleum Reserve: Earlier this week, it announced a **SPR release** (an outright sale, and the method used in the emergency actions of...
The response after Kharg Island? Some oil loading operations in the UAE port of Fujairah, just outside the Strait of Hormuz, have been suspended after a drone attack and fire on Saturday morning. https://t.co/rhA5ofo80y https://t.co/SkhA67PyzU
Pennsylvania’s Department of Environmental Protection released a two‑year study of 49 landfills, including 23 that received oil‑and‑gas waste, and concluded that current landfill leachate poses no immediate radiation risk to human health. The analysis found 11 sites exceeded EPA radium‑226/228...
Saudi Aramco is loading simultaneously 5 crude oil tankers in Yanbu and Al Mujjaiz terminals on the Red Sea coast. I don’t think that’s happened ever before.
One-off or sign of easing? Two tankers transporting LPG (think the butane canisters) have crossed the Strait of Hormuz in the last few hours on the way to India. The crossing happened after gov-to-gov talks between Tehran and New Delhi....
Jeff Currie, chief strategy officer at Carlyle Energy Pathways, told Bloomberg Surveillance that the ongoing Iran war is already disrupting the global oil and gas supply chain. He warned that the damage could take months to unwind and cautioned market...
OK, I suppose we should admit the White House was right, and, all along, they did have a plan to deal with the closure of the Strait of Hormuz. Bomb Kharg Island.
Rick Rule warns that renewed oil price volatility is inflating mining operating costs and reshaping the sector’s risk profile. He draws parallels to the 1973 Arab Oil Embargo, noting how energy shocks can trigger profound real‑asset cycles. The interview also...
The Seeking Alpha piece spotlights 18 silver mining companies that are projected to increase production over the next 12‑18 months. It highlights firms with expanding reserves, higher ore grades, and cost‑efficient operations, many of which are positioned in North America...
Enterprises are eyeing retired server hardware as a new source of rare earth elements after Korea Zinc entered talks with major U.S. tech firms to recycle data‑center waste. The initiative follows Western Digital’s pilot with Critical Materials Recycling and comes...
