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.
In February 2026 the European Union purchased every cargo from Russia’s Yamal LNG project, amounting to 1.54 million tonnes across 21 shipments, the first full‑yearly capture since 2018. The purchases came just nine months before the EU’s scheduled ban on Russian LNG that will take effect on 1 January 2027. European shipping firms and insurers continue to facilitate the trade, underscoring the continent’s reliance on Arctic gas despite sanctions. Analysts warn that tight global supplies could force Brussels to reconsider the timing of the ban.
Epiroc announced the acquisition of Eventspec Proprietary Limited, a Johannesburg‑based mining aftermarket provider that manufactures spare parts for drill rigs, trucks and loaders. Eventspec, with roughly 120 employees, generated about ZAR280 million ($16.6 million) in 2025 revenue serving South African mining firms....
The Fraser Institute’s 2025 mining survey shows that policy perceptions are eclipsing geological endowment in determining investment attractiveness across Alaska and Canada’s northern jurisdictions. Despite high mineral potential rankings, Alaska fell ten spots on the Investment Attractiveness Index, while British...
Gina Rinehart recounts turning a mortgaged, claim‑laden startup into the $10 billion Roy Hill iron‑ore megaproject, the fastest greenfield construction in northern Australia. She describes battling gender bias, legal hurdles and a revoked port‑rail corridor while relying on loyal backers to...
History of IEA collective oil emergecy stockpiles releases (and size; note the size was volume offered): 1991: First Gulf War (~75 million) 2005: Hurricanes Katrina and Rita (~60 million) 2011: Libya civil war (~60 million) 2022: Russia-Ukraine (~180 million in two tranches)
Indigenous advocates are watching the International Seabed Authority’s meeting in Jamaica, where representatives from about thirty‑six nations will discuss finalizing a global mining code by the end of 2026. The ISA has spent a decade drafting rules for extracting cobalt,...
The Harare High Court temporarily halted the Environmental Management Agency’s stop order against TN Gold’s Arcturus Mine, granting interim relief while the regulator’s appeal proceeds. Justice Maxwell Takuva ruled that shutting down the Ceylone Open Pit could cause water buildup...
E3 Lithium announced that its Phase 2 Demonstration Facility near Olds, Alberta, completed drilling two wells – one for brine production and one for injection – and is on track to begin operations in April 2026. The data collected will feed the...
Smackover Lithium, the Standard Lithium‑Equinor joint venture, announced its first binding off‑take agreement with commodities trader Trafigura for the Southwest Arkansas lithium project. The deal commits to deliver 8,000 metric tonnes of battery‑grade lithium carbonate per year for ten years,...
Guinea‑Bissau’s Bijagós archipelago, dubbed the “Galápagos of West Africa,” is being ravaged by illegal floating fish‑meal factories such as the Chinese‑owned Hua Xin 17 and Tian Yi He 6. These vessels process massive volumes of sardinella caught by Turkish purse seiners that routinely disable AIS...
Australia’s iron‑ore sector produced 967.8 million tonnes in 2025, a 1.4% YoY rise, maintaining a 36.8% share of global output. Prices softened to an average $100.2 per dry metric tonne, down 8.4% as Chinese steel demand cooled and supply grew. While...
France and Greenland have signed a technical cooperation agreement to map the island’s strategic mineral deposits, focusing on lithium, uranium and rare earth elements. The French public geological institute BRGM will use satellite technology to chart ice‑free coastal zones and...
G7 finance ministers to hold emergency conference call at 12.30pm London time to discuss the impact of the US- -Iran war, Paris said in a statement. According to the Financial Times, several G7 nations favour a release of their Strategic Petroleum...
OreNova Engineering of Perth is deploying proprietary AI tools to automate the mechanical design phase of mineral processing plants, turning weeks‑long engineering tasks into hours. The software generates material selections, datasheets and equipment lists with about 95% accuracy, saving up...
Fastmarkets reported early‑March price increases of $1‑$5 per ton for old corrugated containers (OCC) across parts of the United States, marking a reversal of the 2025 downward trend. The rebound, driven by seasonal generation slowdowns and winter‑related transportation challenges, prompted...
Gateway Mining announced a 15‑kilometre high‑resolution magnetic corridor across its Glenburgh South project in WA’s Gascoyne region. The corridor mirrors the structural setting of Benz Mining’s 500,000‑ounce Glenburgh gold deposit and is underpinned by kaolinite‑rich alteration identified by hyperspectral analysis....
Rare earth shortages, especially yttrium and scandium, are tightening for U.S. aerospace and semiconductor manufacturers as Chinese export controls drive prices up to 69 times higher. China still dominates the global rare‑earth value chain, controlling roughly 70% of mining, over...
Germany announced a new initiative to secure critical minerals, mirroring Japan’s long‑standing strategy of supply‑chain resilience. The plan includes a €3 billion fund for domestic mining, recycling and strategic stockpiles, aiming for at least 10% of key raw materials sourced locally...
Star Minerals received its final native vegetation clearing permit from the WA Department of Mines, Petroleum and Exploration, completing the suite of approvals needed to start mining at the Tumblegum South gold project. The company has already finished grade‑control drilling,...
White Cliff Minerals (ASX:WCN) is launching an 8‑kilometre drill campaign at its Danvers copper prospect in Nunavut to delineate extensions of high‑grade, surface‑accessible mineralisation. The program will employ both reverse‑circulation and diamond rigs, building on prior intercepts such as 90 m...
DEScycle, a London‑based metals‑processing developer, has sealed a strategic partnership with Japan’s Mitsubishi Corp., building on Mitsubishi’s 2025 investment. The two firms will act as preferred partners in Japan to commercialize DEScycle’s ionometallurgy platform for recovering critical metals from e‑scrap....
TMK Energy reported a new daily gas production record at its Pilot Well in Mongolia, delivering over 900 cubic metres (31,800 scfd) primarily from the LF‑07 well. The output represents a 400% increase since August and a 50% uplift from...
Pacgold is gearing up to re‑crush the top lift of the White Dam heap‑leach pad in South Australia, deploying a Metso ST 4.1 screen and an HP300 cone crusher. The new circuit is designed for roughly 350 tonnes per hour, aiming to...
Oil markets spiked dramatically as Brent crude briefly touched $119.50 per barrel, driven by heightened geopolitical risk from the Iran‑related conflict in the Middle East. Prices later eased to $107.20 for Brent and $103.18 for WTI after reports that G7...
American companies continue to wrestle with critical mineral shortages even after China temporarily lifted its export ban on gallium, germanium and antimony. China still controls the bulk of heavy rare earths and other essential raw materials, creating bottlenecks for U.S....
The longer the Straits are closed, the more we will see unexpected chokepoints emerge. Case in point: nickel refiners in Indonesia and copper miners in Africa might have to slow production for want of sulphur
Redcastle Resources completed a comprehensive grade‑control program at its Redcastle Reef deposit, delivering exceptionally high‑grade intersections, including a 1‑metre interval of 397 g/t gold. The campaign comprised 327 reverse‑circulation holes over 13,539 m, with 23 holes returning grades above 20 g/t, demonstrating widespread...
Australian sheepmeat exports to the Middle East and North Africa (MENA) represent about $4.3 billion, or 23 % of total export value. Tasmania is the most exposed state, sending roughly 70 % of its sheepmeat to the region, while Victoria and Western Australia...
A review of CBOT wheat futures from 1990‑2022 shows that the price at seeding is a weak guide to harvest price, with an average swing of $42 per tonne in either direction. Harvest prices exceeded seeding prices in 20 of...
If the front-month WTI crude oil future matches natural gas’s 100% gain in 2026 to its January peak, it would reach about $115 a barrel -- then what by the midterms? Gas has reversed all of those gains. Spiking crude can be...
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Peace has returned to South Africa’s eastern platinum belt, ending three years of production losses at Northam’s Booysendal mine. From 2023 to 2025 the mine recorded zero output interruptions despite a lingering security incident count. A three‑pronged strategy—enhanced policing, joint...
Western Australia’s Esperance region is emerging as a global rare earths hub, with junior explorers uncovering extensive clay‑hosted REE deposits akin to those that have powered China’s dominance. West Cobar Metals’ Salazar project alone hosts 230 Mt of mineralised clay containing...
U.S. officials defended a 30‑day waiver allowing Indian refineries to purchase Russian oil, aiming to ease market pressure as gasoline prices surged amid the Iran conflict. The waiver, announced by Energy Secretary Chris Wright and UN Ambassador Mike Waltz, seeks...
MMG Limited is actively scouting advanced copper projects in Africa, with a focus on the Democratic Republic of Congo, to broaden its portfolio amid soaring demand for energy‑transition metals. The miner’s 2025 results showed net profit soaring to $509 million, a...
US Secretary of Energy Chris Wright: “… The oil is there […] You’re seeing a little bit of fear premium in the marketplace. But the world is not short of oil today or natural gas…” (Not sure this verbal massaging is...
A mechanical failure at the Louisiana Offshore Oil Port (LOOP) on February 26 released roughly 31,500 gallons of crude into the Gulf of Mexico. Federal and state responders have recovered about 27,888 gallons and deployed 464 personnel, 60 vessels, and...
On the oil production shut in: By curbing oil output early, Persian Gulf nations are trying to lengthen the time before they reach full storage. Their plan is to try to keep output low but running — avoiding full shutdowns. The former...
Intrepid Potash advances a Utah lithium project to make battery-grade lithium carbonate from brine byproduct. https://www.metalnomist.com/2026/03/intrepid-potash-utah-lithium-project.html
A team of young Congolese geologists from the University of Kinshasa, known as Bana Kongo, earned the Impact and Exploration Award at the Prospectors & Developers Association of Canada (PDAC) 2026 Next Generation Explorers competition. Competing against roughly 40 international...
Capstone Mantoverde strike cuts Chile mine output to 30% as Union #2 walks out after failed bargaining. https://www.metalnomist.com/2026/03/capstone-mantoverde-strike-cuts-chile.html
China rare earth catalyst project advances as Runhe plans a 100,000 t/yr rare earth catalyst plant in Sichuan. https://www.metalnomist.com/2026/03/china-rare-earth-catalyst-project-runhe.html
Zambia has risen to become the third‑most attractive mining investment destination in Africa, trailing only Botswana and Morocco, according to the Fraser Institute’s 2025 Annual Survey. Globally, the country improved to 25th place on the Investment Attractiveness Index, up from...
Trump on oil prices above $100 a barrel: “Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a small price to pay.” https://t.co/jdsCvB0BtP
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
The 13th Zambia International Mining and Energy Conference (ZIMEC 2026) will convene March 25‑26 in Kitwe, bringing together government officials, financiers, and global mining experts to chart Zambia’s mining and energy transition. With mining accounting for roughly 70% of export...
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
PHOTO OF THE DAY: China is still getting (some of) its oil. Nine days into the war, Iran continues loading oil supertankers from Kharg Island. Tehran has sent some of them across the Strait of Hormuz into the high seas wihthout any...
Where are you planning to invest next in 2026? Commodities & critical materials are heating up—gold/silver shining, rare earths & lithium key for energy/AI transition. What's your pick?
One of the earliest releases of my Future Smart model projections in 2014 @FSS_Au And one of my latest graphs https://t.co/FcpbPdGunS https://t.co/ABN18ynI9h
"Iron is really like oil," says @N_A_Iron Jim Bougalis. The company is advancing an iron ore reclamation project with plans to convert the mine waste into pig iron for the U.S. domestic steel market. Mining Stock Daily talked to Jim at...
