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.
2026 marks a turning point as Texas’s historic oil belt pivots toward lithium extraction. The Smackover Formation in Northeast Texas is being touted for its high‑purity lithium brine, prompting energy giants like ExxonMobil and Chevron to stake claims and plan production as early as 2027. The move aligns with a broader U.S. strategy to reduce reliance on China’s dominant lithium supply chain and to build a domestic battery material industry. However, the rapid push raises concerns about water use, toxic by‑products, and the sustainability of a potentially volatile market.
US Energy Dept aims to fund $500 million in minerals processing & recycling, along with battery parts
Sad story. @RioTinto’s #lithium “strategy” seems in total disarray. Flip-floping on hard rock. Focusing on Rincon instead of the better brine assets in Argentina. Do the industry a favor and sell some of your projects. You clearly don’t know how...
Deloitte Canada has introduced the Mining Evolution Platform, a subscription‑based ERP solution built on SAP Public Cloud, targeting mid‑tier and junior miners. The platform consolidates financial, operational and supply‑chain data into a single, real‑time view, aiming to replace fragmented legacy...
Small uranium producers are restarting previously idle mines to capture higher spot prices, but they are encountering production shortfalls and transport bottlenecks. Legacy processing equipment and limited specialized carriers are delaying shipments, forcing some firms to buy uranium on the...
Rio Silver Provides Corporate Update Highlighting Continued Operational Progress at Maria Norte - Rio Silver https://t.co/LA99y4ynqV $RYO.V $RYOOF
Energy Intelligence’s March 13 uranium market update highlights rising geopolitical tension and supply‑chain strain. Experts warn a U.S. plan to extract Iran’s highly enriched uranium could set a precedent, while small uranium producers confront heightened delivery risks amid logistics bottlenecks....
Costa Rica has leveraged its long‑standing sustainability framework to launch a nationwide, deforestation‑free coffee program ahead of the EU Deforestation Regulation (EUDR). A pilot with the CoopeTarrazú cooperative in 2024 introduced satellite‑based mapping, AI tools, and due‑diligence training, leading to...
Franco‑Nevada Corp. (FNV) posted a strong fourth‑quarter earnings beat, yet its share price has largely stalled after an initial post‑earnings rally. The royalty‑streaming model lets the company capture upside from gold, silver, platinum‑group metals and a growing portfolio of oil,...
Rio Tinto’s AutoHaul system now runs up to 53 fully autonomous GoA4 trains, each 240 wagons long, across its 2,000 km Pilbara rail network, moving roughly 326 million tonnes of iron ore per year. The driverless operation, managed from a Perth control...
Mexico relies on imported natural gas for more than 70% of its consumption, chiefly via pipelines from Texas. This dependence underpins electricity generation, industrial processes and Pemex operations, but it also exposes the country to supply disruptions, price volatility and...
Controlled Thermal Resources (CTR) will go public through a $4.7 billion SPAC merger with Plum Acquisition, listing on Nasdaq as CTRH. The deal funds the Hell’s Kitchen geothermal‑lithium project in California’s Imperial Valley, starting with 25,000 t/yr lithium carbonate capacity and a...
Atome secured a $420 million debt package to fund a $650 million low‑carbon fertilizer plant in Paraguay, targeting 260,000 tonnes of output per year and marking one of the first industrial‑scale green‑hydrogen fertilizer projects outside the EU. Meanwhile, Asahi Kasei began installing a 1 MW...
The China Nonferrous Metals Industry Association reported that polysilicon and wafer prices fell sharply this week, with n‑type re‑feed and dense polysilicon down about 6.4% to CNY 45,200 per tonne. Wafer prices slipped as well, with G10L at CNY 1.03, G12R at...
Forest groups and Dutch authorities allege that energy giant RWE imported Malaysian wood pellets labeled as Category 5 waste but actually sourced from whole trees, violating EU biomass‑certification rules. The Dutch Public Prosecution Service is weighing a criminal investigation after advocacy...
The American Petroleum Institute and CME (owner of the top US commodity exchange) are both pushing against some of the ideas the White House is floating to bring oil prices down. Reflexively, one would think that Joe Biden is...
Rio Tinto announced it will slow construction of the Nemaska lithium processing plant in Quebec, halving its contractual workforce to manage rising costs. The plant, now about 70% complete, is slated to produce 32,000 tonnes of lithium hydroxide annually, with...
Researchers conducted a meta‑analysis of 23 studies covering 228 mining‑related samples to assess the bioaccessibility of lead and arsenic. They found that total metal concentrations and pH are the strongest predictors of how much of these contaminants become soluble in...
U.S. sanctions on Venezuela's oil sector are intensifying, combining aggressive enforcement such as tanker seizures with narrowly‑tailored licenses for limited oil and diluent exports. The heightened scrutiny is affecting ocean transportation, with regulators, insurers, and lenders examining vessel movements, charter...
Amex Exploration announced the purchase of a water‑treatment plant from ASDR and the appointment of Norda Stelo to conduct a Phase 1 Environmental Impact Assessment for its Perron Project. The treatment plant will support the upcoming bulk‑sample program and be reused...
Ivanhoe Electric will receive approximately $58.4 million from Cordoba Minerals' cash distribution after Cordoba sold its remaining 50% stake in Colombia's Alacran copper‑gold project for $128 million. The distribution amounts to $1.01 per Cordoba share, with Ivanhoe holding 57.8 million shares. The inflow...
Sky Gold Corp. has hired Titan Drilling to commence a diamond core program at its Evening Star property in Nevada, targeting the High Life copper‑gold porphyry system and the historic CRD‑style hole 70‑1. Recent magnetic, IP and gravity surveys reveal...
Historic shipping disruptions in the Strait of Hormuz have halted roughly 20% of global LNG flow, prompting buyers to seek alternatives. The United States, already the world’s largest LNG exporter, is set to nearly double its export capacity by 2031,...
German director Jens Schanze’s new documentary Materia Prima premiered at CPH:DOX, exposing the contentious push for lithium mining in Bolivia. The film juxtaposes EU‑driven investment with historic colonial exploitation, highlighting how the country’s salt flats—critical for batteries—are threatened by environmentally...
Solar module price growth is now driven primarily by five cost pillars: silver paste, polysilicon, glass, aluminium, and energy‑water inputs. Silver paste remains the largest single expense, with record‑high silver prices in early 2026 inflating cell costs. Polysilicon, accounting for...
U.S. Section 232 tariffs on aluminum and tinplate steel remain at 50%, despite a Supreme Court ruling that struck down broader trade measures. The Midwest Premium for aluminum broke the $1‑per‑pound barrier in January 2026, pushing input costs for metal‑packaging producers...
Almost a half M$ of Insider buying at @Pacifica_Silver in last 3 months, plus ANOTHER fund bought 4M shares—5% of the stock—in the open market over last 30 days. Accumulate while it's still cheap. Aggressive drilling underway, overweight position for me:...
Vietnam has tightened restrictions on raw rare‑earth exports to force domestic refining, positioning itself as a niche superpower in critical minerals. Meanwhile, the United States is building a broad coalition of more than 50 partners through initiatives like the Critical...
Australian rare‑earth producer Lynas Rare Earths and Japan Australia Rare Earths (JARE) have signed a non‑binding memorandum of understanding to deepen cooperation across the rare‑earths value chain. The MoU follows a revised supply agreement that secures a 5,000‑tonne per annum...
China’s state‑linked firm now controls the Beaver Brook Antimony Mine, Canada’s sole source of the critical metal used in aerospace, defense and electronics. The mine in Newfoundland has been idle for years, but its ownership gives Beijing a strategic foothold...
Copper Fox Metals reported the completion of its C$15.8 million 2025 geotechnical, environmental and hydrogeological program at the Schaft Creek joint‑venture in British Columbia. The studies confirmed that existing databases are adequate for scoping‑level designs but identified gaps that must be...
Woodfibre LNG received its largest liquefaction module, weighing over 10,800 metric tonnes, at the Squamish‑area project site. The module, the 15th of 19, will cool natural gas to –162 °C using Siemens electric‑drive technology powered by British Columbia’s renewable grid. The...
South Africa’s state‑owned Mintek is leading a research programme to extract rare‑earth elements and other critical metals from discard coal and coal‑fly‑ash waste. By redesigning its hydrometallurgy process, the team sidesteps the silica‑dissolution issue that previously halted REE recovery. Funding...
Edge Copper Corp. released a NI 43-101‑compliant preliminary economic assessment for its 100% owned Zonia Copper Project in Arizona. The PEA outlines an open‑pit, heap‑leach SX‑EW operation with total capital costs of $524.5 million and a projected 10‑year mine life, processing...
As always, the quarterlies tell the truth. "We are 80 pct renewable:" Wind and solar shield Gina Rinehart's big lithium play from fossil fuel crisis https://t.co/pGF3RZbT0n
Aya Gold & Silver Inc. has initiated a feasibility‑level work program for its Boumadine polymetallic project in Morocco, targeting completion by the second half of 2027. The effort builds on a November 2025 Preliminary Economic Assessment and involves a 360,000‑metre...
Dundee Sustainable Technologies is helping miners mitigate processing risk by removing arsenic from sulphide‑bearing concentrates and stabilising it into an inert glass product. ESG scrutiny is pushing regulators and financiers to evaluate processing routes earlier, prompting miners to engage Dundee...
Burundi has signed a three‑year memorandum of understanding with U.S. miners KoBold Metals and Life Zone Metals to explore lithium, cobalt, copper and other critical minerals. The deal, witnessed in Washington, DC, includes a commitment to digitise Burundi’s geological data by July...
FLS is expanding its vertical grinding portfolio to meet decarbonisation goals as ore grades fall worldwide. The company’s FTM tower mill and VXPmill deliver 25‑30% energy savings versus traditional horizontal ball mills while offering internal classification that limits overgrinding. A...
Shell reported encouraging initial indications from its Sirius‑1X exploratory well offshore Egypt, which reached its target depth of 2,115 metres. The well, part of a four‑well Mediterranean campaign, leverages data from the earlier Mina West 2 drill to reduce additional exploration risk....
SEB chief commodities analyst Bjarne Schieldrop warned of a “big, big risk” to oil over the upcoming weekend, citing potential damage to Iran’s Kharg island export hub. He noted Brent crude surged 9.2% to $102.4 per barrel, trading near its...
Idaho Strategic Resources (IDR) has signed a ten‑year lease for the Niagara copper‑silver project in Shoshone County, Idaho, with an initial $18,000 annual payment that escalates 3% each year. The historic resource estimate suggests more than 150 million pounds of copper...
European Resources reported its strongest rare‑earth intercept at Finland’s Korsnäs project, logging an average 4,902 ppm TREO over a 31.5‑metre interval. The drill core also showed a high proportion of neodymium‑praseodymium (NdPr), comprising roughly 28‑30% of the total rare‑earth mix. While...
Felix Gold Ltd. announced that its 2025 drill program has expanded the high‑grade antimony mineralization footprint at the NW Array target of the Treasure Creek project in Alaska. Recent assays include multiple intercepts above 10% antimony, such as a 4.92‑m...
Opposition leader Jefferson Tamba Koijee accused Liberia's Minister of Local Government Francis Sakila Nyumalin of owning dredging equipment used in illegal mining along the Makona River, linking it to heightened border tensions with Guinea. Koijee claims the minister’s actions sparked...
The March 13 strategic mineral price bulletin shows a mixed market landscape. Chrome concentrate climbs to $300‑315 per tonne, while lithium carbonate and hydroxide slump to $10,200‑$14,800 and $9,800‑$14,200 respectively. Copper rebounds above $9,750 per tonne, nickel retreats to $14,600‑$17,200, and...
Tartisan Nickel Corp. announced results from its fourth Phase 1 drill hole (KB26-210) at the Kenbridge nickel‑copper‑cobalt project in Ontario. The hole intersected 24.6 m of 0.71% Ni and 0.56% Cu, including higher‑grade intervals of 1.17% Ni/1.45% Cu over 6.1 m and 1.73%...
A joint analysis warns that South Africa’s ferrochrome sector faces collapse as Eskom’s 62 c/kWh tariff threatens profitability. The paper proposes a 8 GW solar PV plus 2 GW/24 GWh battery storage solution, requiring R157 billion in capital, with a R77 billion government subsidy to achieve...
In this episode Mark Connelly discusses his reputation as a "for‑sale" board member, explaining that every mining company ultimately seeks a willing buyer and that his role is to maximize shareholder value through strategic exits or growth. He outlines how...
Delegates at the International Seabed Authority (ISA) gathered in Jamaica to push the long‑delayed deep‑sea mining code toward finalization this year. The code will set rules for extracting polymetallic nodules from the Clarion‑Clipperton Zone, a 2.3‑million‑square‑mile area central to the...
