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 Prospector’s and Developers Association of Canada’s annual PDAC conference underscored the Ring of Fire’s strategic value, spotlighting its massive chromium deposit that could satisfy global demand for a century. Ontario Premier Doug Ford is aggressively promoting the northern Ontario region despite a legacy of unfulfilled mining promises. Critics argue that beyond chromium and some gold, the resource base remains uncertain, questioning the province’s hype. The debate reflects a broader tension between Canada’s mineral potential and the need for credible development pathways.
A second bulk carrier, the Liberia‑flagged Sino Ocean, announced Chinese ownership while transiting the Strait of Hormuz, joining Iron Maiden that did the same earlier this week. Both vessels used destination signals like “CHINA OWNER” to seek safe passage amid...
Nevada Gold Mines (NGM), the joint venture of Barrick and Newmont, is embroiled in a corporate dispute after Newmont issued a notice of default over alleged resource diversion to Barrick’s Fourmile project. While both companies assure operational continuity, the broader...
On March 3, Chinese equipment maker XCMG signed a memorandum of understanding with Chile’s state‑run copper miner Codelco, aiming to supply electrified, intelligent mining machinery. The agreement follows a February factory visit by Codelco’s chairman and builds on XCMG’s existing contracts...
China chlorination titanium dioxide expansion doubles Tianyuan capacity with a new 100,000 t/yr chloride TiO₂ plant. https://www.metalnomist.com/2026/03/china-chlorination-titanium-dioxide.html
Pascale Moehrle, who directed Oceana’s European office from 2019 to 2025, died on March 4, 2026. She spent four decades urging EU governments to translate scientific fisheries advice into enforceable policy, curb bottom‑trawling, and make marine protected areas more than “lines on a...
Glencore signs a binding deal to supply 2,400 t/yr of e-waste to Metallium’s Texas plant. https://www.metalnomist.com/2026/03/glencore-metallium-e-waste-recycling.html
Cosh, on the Globe Ed Board Norwailing is excellent. I would add to his AB context that Norway too was expecting a very short-lived resource and their production has, indeed, declined from peak. AB is still hitting record production month...
The CSIS paper traces the United States’ century‑long pattern of mobilizing massive state resources—stockpiles, price controls, financing, and foreign procurement—to secure critical minerals during wartime, then dismantling those mechanisms in peacetime. Post‑Cold War drawdowns hollowed out domestic mining, processing, and...
$MIN Have not heard any issues with the haul road after the recent cyclone. https://t.co/EHEdAQTAzS
$BNZ Those comments from the Topdrill LinkedIn posts have not gone unnoticed. i.e., new discovery https://t.co/4XvVAcWiKX
U.S. critical‑minerals strategy is shifting from mining to processing, and Oklahoma is positioning itself as a domestic hub for refining, smelting and magnet manufacturing. The state is courting major projects, including a $4 billion aluminum smelter by Emirates Global Aluminium at...
Web "maintenance" erodes history🤯 Nationally significant report Austrade “The Lithium-Ion Battery Value Chain: New Economy Opportunities for Australia” Dec 2018 no longer on @Austrade's website Safety net: thanks APO open access platform😥 https://t.co/nq6REBQBz7 UPDATES https://t.co/JDl8obDSa5
Great to catch up with so many friends this week at PDAC w/ @matt_fernley Check out our latest #RockStockRecqp for our takeaways and a dozen management interviews. 👇👇
Brazilian steel slab exports more than doubled in February, reaching 835,327 metric tonnes, up 117% year‑over‑year. The United States and the European Union drove the surge, with U.S. shipments rising 54% despite 50% tariffs and EU imports jumping from 50...
Despite a broader rollback of renewable-friendly policies, the Trump administration has accelerated efforts to build a domestic critical‑minerals stockpile. The move targets metals essential for both advanced military hardware and clean‑energy technologies, aiming to reduce U.S. reliance on China. By...
At PDAC 2026, Canada announced more than C$3.6 billion in new investments to accelerate its critical minerals sector. The package includes up to C$165.2 million for 22 projects, unlocking over C$434 million in private capital across eight provinces. A C$1.5 billion First and Last...
Alaska’s mining sector posted a record $6.5 billion production value in 2025, a 38% jump from the previous year. The increase was driven primarily by soaring precious‑metal prices, even as zinc output at Red Dog fell and gold production missed the...
The latest SME and PDAC gatherings revealed a mining exploration cycle defined by soaring drill costs and tighter capital discipline. Attendees emphasized deeper scrutiny of permitting timelines, jurisdictional risk, and the assumptions behind geological models. While AI and machine‑learning tools...
There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.
BP will conduct an 11‑day scheduled maintenance on the Central Azeri platform in August 2026, targeting only the gas infrastructure while oil output remains uninterrupted. The outage is notably shorter than the typical 19‑day window, thanks to the deployment of...
Leaders from Thiess, MACA, RTL Mining and Earthworks visited Norton Gold Fields' Mulgarrie site to witness the autonomous trial of two Komatsu HD1500 trucks, Tom and Jerry, retrofitted with EACON’s ORCASTRA® system. These trucks are the world’s first HD1500s equipped...
The backstory on exactly how the US ceded its rare earths/critical minerals dominance is here --> https://t.co/m6IQmzrJHT
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will...
South Bow Corp. has launched an open season for its proposed Prairie Connector pipeline, seeking binding commitments for 450,000 barrels per day of crude transport from Alberta’s Hardisty terminal to U.S. markets. The project will leverage existing Canadian permits originally...
South Korean President Lee Jae‑myung visited the Philippines on March 3‑4, 2026, marking the 77th anniversary of diplomatic ties and signing ten memoranda of understanding across AI, cybersecurity, defense, and energy. The two leaders pledged deeper cooperation on critical minerals, leveraging...
Environmental groups including the Basel Action Network, Nexus3 Foundation and Ecoton have sent an open letter to Indonesian President Prabowo Subianto urging the return of 914 containers of suspected illegal electronic waste seized at Batam’s Batu Ampar Port. The letter...
Luca Mining announced two high‑grade gold intercepts at its Tahuehueto mine, including 14.27 g/t gold over 7.6 m and 6.66 g/t gold over 13.2 m, both drilled just below existing underground workings. The hits occur within 30 m of Level 23, leveraging the mine’s current infrastructure...
Metals and miners have recently pulled back as investors suddenly think the Fed won’t be as dovish. Wait until they realize the policymakers are cornered into cutting rates regardless of inflation accelerating, just to keep the government’s debt affordable. That’s an explosive...
The Foodservice Packaging Institute (FPI) has opened applications for its 2026 Foam Recycling Grant program, offering up to $50,000 to eligible material recovery facilities, curbside programs, and drop‑off sites. Since the program’s launch, more than 15 million residents have gained access...
four of the industry groups coming from the materials sector... showing all relative to $EWC (why? cause Canada stocks are trending up vs. $SPX - let's use the harder denominator to beat)... lithium $LIT gold miners $GDX rare earth $REMX copper $COPDX...
Saipem has inaugurated a cutting‑edge Drilling Training Centre equipped with a full‑scale simulator that mirrors offshore rigs. The simulator features a 24‑monitor, eight‑meter screen wall and cyber chairs that replicate real control systems, focusing on deep‑water geological conditions. Accredited by...
Ucore Rare Metals announced progress on its RapidSX commercial rare‑earth refining facility in Kingston, Ontario, aimed at producing samarium and gadolinium oxides. The project has received conditional approval for up to $36.3 million in Canadian government funding, including $26.3 million from Natural...
Sanmar has delivered four fully electric ElectRA 2500SX tugboats to Turkey’s state‑owned energy company BOTAŞ. The tugs, named BOTAŞ HİLAL, BOTAŞ BAYRAK, BOTAŞ AY and BOTAŞ YILDIZ, will serve the Marmara Ereğlisi LNG Terminal and the Saros FSRU Terminal, providing 70 tons of bollard pull...
California functions as an “energy island” because it lacks crude‑oil pipelines linking it to major domestic sources such as the Permian Basin. The state now depends on marine imports of heavier Middle‑East crude, which are processed by refineries tuned to...
U.S. manufacturers are accelerating reshoring and onshoring, with Apple committing over $500 billion and Johnson & Johnson earmarking $55 billion for domestic production through 2029. Companies cite supply‑chain resilience, tariff pressures, and ESG goals as drivers, while surveys show cost remains the dominant factor...
The Betterbrands Gold Refinery in Bulawayo is fully constructed and poised for its inaugural ceremony, marking the company’s shift from Zimbabwe’s top gold buyer to a fully integrated refiner. CEO Fradreck Kunaka confirmed operational readiness, with the launch expected imminently....
Indonesia’s government revoked the forest utilization permit of PT Toba Pulp Lestari (TPL) and 27 other firms in January 2026, citing violations that contributed to the deadly 2025 floods and landslides. The revocation affects a 167,927‑ha concession, prompting 29 Indigenous...
Chilean Cobalt Corp. reported that its NeoRe Rare Earth Project in southern Chile has entered an accelerated development phase, adding roughly 2,100 hectares through seven new concessions and identifying more than 20 additional targets. Early drilling has logged about 192...
Samsung Heavy Industries has contracted French specialist Gaztransport & Technigaz (GTT) to design the cryogenic tanks for a new LNG carrier. The vessel, slated for delivery in 2028, will feature a 180,000 cubic‑metre capacity and employ GTT’s Mark III Flex membrane containment system....
The Minerals Council South Africa praised Eskom for achieving a 68.5% energy availability factor, above the 68% target, but warned that the utility’s tariff methodology, legacy diesel contracts, and rising wage costs could push electricity prices beyond inflation. The council...
South32’s Hermosa zinc‑silver project in Arizona received a Draft Record of Decision and Final Environmental Impact Statement from the U.S. Forest Service, signaling federal approval for key infrastructure on National Forest land. The draft endorses the preferred development alternative, allowing...
South Africa’s Mining Qualifications Authority (MQA) marked its 30th anniversary, highlighting three decades of coordinating training and learnership programmes for the mining sector. Between 2003/4 and 2024/25, the MQA delivered nearly 460,000 beneficiary completions and allocated roughly R12 billion in discretionary...
So do the cattle look at the inflationary trade taking place and go higher or do they look at the equities and the consumer being hurt by higher energy products and a slowing economy possibly and come under pressure....
The Johannesburg Stock Exchange (JSE) has issued a public censure against mining investment firm Mantengu for failing to publish a cautionary announcement after a price‑sensitive acquisition offer was leaked in 2023. The breach stems from WhatsApp messages that revealed the...
South Africa’s Deputy President Paul Mashatile announced an intensified, intelligence‑driven crackdown on illegal mining in Gauteng, including Operation Vala Umgodi and deployment of the National Defence Force alongside police and regulatory agencies. The government secured funding for a 12‑dimensional National Illicit...
Viridien has launched the Charrua 3D multi‑client seismic survey offshore Uruguay, deploying the BGP Prospector vessel. The project employs time‑lag full‑waveform inversion (TLFWI) to generate high‑resolution subsurface images. This effort expands Viridien’s data coverage across the southern Atlantic Margin, a region...
New Frontier Minerals announced substantial tungsten mineralisation at its Harts Range project in Australia after a 27‑hole, 1,803‑metre RC drilling campaign. Surface assays at the Cusp Prospect recorded tungsten‑oxide values between 5,930 ppm and 14,501 ppm, while the Bank Prospect yielded 1,237 ppm...
USAC secured $27 million from the Department of War under the Defence Production Act to expand domestic antimony extraction. The grant, part of $58.5 million DPA investments this fiscal year, will modernize USAC’s Montana plant and launch new mining operations...
Have been saying for a while that commodities have been way under estimating upside potential(ag in particular) what a little wall street money could do to prices. However, if crude causes the equities to crater it can become “risk off”...
