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:
Envusa Energy Confirms Supply of Renewable Energy to Key Mines
Envusa Energy, a joint venture between Anglo American and EDF Power Solutions, inaugurated its 520 MW Koruson 2 (K2) renewable‑energy cluster in South Africa, connecting 380 MW of solar and wind power to more than ten mining sites. The R15 billion (~$790 million) investment includes the 240 MW Mooi Plaats solar farm, the 140 MW Umsobomvu wind project, and the 140 MW Hartebeesthoek wind farm, which will be online by June. Long‑term power purchase agreements with De Beers, Kumba Iron Ore and Valterra Platinum aim to slash Scope 2 emissions and lower operating costs. The rollout generated roughly 2,000 jobs and channeled about R73 million (~$3.8 million) into local SMMEs.
Silver Shortage Pressures Speculators Amid Industrial Demand
Given all the hype and talk of a Silver shortage/deficit, and how the available physical supply is being depleted to meet industrial needs beyond mining/production, the Speculators are having their patience put to the test. I think if they...
Silver One Posts Rock Sampling Assays and Updates Geophysical Surveys at Phoenix Silver Project, Arizona
Silver One Resources reported that surface rock sampling at its Phoenix Silver Project in Arizona returned high-grade results, including up to 6.97% copper and 5,007 g/t silver. A drone‑borne magnetometry survey over the famed 417 area identified a 1‑km east‑west magnetic...
Union Pacific Settles Dispute with Rail Supplier, Reaches 7-Year Agreement
Union Pacific Railroad settled a legal dispute with Rocky Mountain Steel Mills by signing a new seven‑year contract to source domestic steel rails. The agreement keeps the Pueblo, Colorado mill as a key supplier and coincides with a $1 billion investment...
Mining's Great Consolidation: Why Efficiency Will Decide the Winners
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Cannon Resources' Fisher East Nickel Project Shows $746 Million NPV and 54% IRR in New PEA
Cannon Resources announced a Preliminary Economic Assessment for its Fisher East nickel project that values the venture at $746 million post‑tax NPV and delivers a 54% internal rate of return. The PEA underscores a 1st‑quartile cash cost of $3.88 per pound...
Rise in Copper Sulphate Prices Increase Cultivation Costs for Coffee, Arecanut Growers
Copper sulphate prices in India have surged about 70% year‑on‑year, climbing from roughly ₹270 ($3.3) per kilogram to over ₹450 ($5.5) now, driven by higher copper and sulphuric‑acid costs. The chemical is essential for Bordeaux‑mixture fungicide used on coffee and...
Cleanova: Tailings Management for Operational Continuity
Cleanova, traditionally a filtration specialist for energy and marine sectors, is extending its technology to mining tailings management. By deploying advanced filtration systems, the company aims to improve solids separation, recycle water, and enhance tailings stability, thereby supporting continuous mine...
Verosoft Powers Enterprise Mining Platform for SMPC Operations
Verosoft has introduced an enterprise‑grade mining platform that uses secure multi‑party computation (SMPC) to let multiple stakeholders analyze shared data without exposing proprietary information. The system blends AI‑driven data mining, seismic modeling and real‑time operational feeds, supporting projects from a...
Several Canadian Organizations Urge Decisive Action on Unilateral Deep-Sea Mining
A coalition of Canadian environmental groups, including MiningWatch Canada and Greenpeace, sent a letter to Prime Minister Mark Carney urging immediate action against unilateral deep‑sea mining by The Metals Company’s U.S. subsidiary. The letter argues that the company’s application under...
Ghana Gambles On Gold Royalties
Ghana introduced a sliding‑scale gold royalty that rises to 12% once the spot price passes $4,500 per ounce, immediately placing the country’s major miners in the highest tax bracket as gold traded above $5,000. The sector, which produced a record...
American Rare Earths Accelerates Wyoming Pilot Plant Project
American Rare Earths, through its U.S. arm Wyoming Rare, has accelerated the pilot‑plant phase of its Halleck Creek rare‑earth project in Wyoming. The first two processing stages—milling, sizing and mineral separation—will be performed locally with Western Research Institute and DISA...
South32 and Eskom in Talks over Hillside Smelter Power Supply Following Closure of Mozal
South32 and Eskom have launched a joint working group to negotiate a long‑term electricity supply for the Hillside aluminium smelter after the Mozal plant in Mozambique was placed on care and maintenance on March 15. The Mozal shutdown eliminated roughly...
Australia’s ARC Training Centre for IOCR Announces Four New Commercialisable Mining Technologies
Australia’s Australian Research Council Training Centre for Integrated Operations for Complex Resources (IOCR) has announced four world‑leading mining technologies that have completed research validation and are now ready for industry pilots. The suite includes rapid orebody model updating via integrated...
SLB Rolls Out AlphaSight Reservoir Mapping Solution
SLB has launched AlphaSight, a high‑resolution reservoir mapping and geosteering platform that delivers real‑time subsurface insight at unprecedented depths. The solution, part of SLB’s Sight family, combines advanced measurement technologies to improve well placement and reservoir contact. Field trials across...
ARM Makes Strategic Marketing Step Towards Re-Opening Nkomati Nickel
South African miner African Rainbow Minerals (ARM) has moved toward restarting its mothballed Nkomati nickel mine by signing a conditional off‑take agreement with Boliden Commercial AB. The deal secures a multi‑year supply of nickel concentrate to Boliden’s Harjavalta smelter, the...
Hormuz Deadlock Spurs Landbridge Developments
The Hormuz blockade is prompting Saudi Arabia and Egypt to build a landbridge logistics corridor that bypasses the Strait of Hormuz, linking Gulf ports to the Mediterranean via rail and sea. The route will run across Saudi to Red Sea...
Sandvik Strengthens Investment in Papua New Guinea to Support Growing Mining Industry
Sandvik Mining is deepening its foothold in Papua New Guinea by expanding its Lae facilities and boosting local capabilities. The company now supports more than 40 pieces of underground and surface equipment and employs 24 staff across Lae and Porgera....
Singapore Company Seeks Eagle Gold Mine
Singapore‑based Boroo Pte. Ltd. has entered an exclusivity agreement with PwC to potentially purchase the Eagle Gold Mine in Yukon, which has been under court‑appointed receivership since a 2024 heap‑leach pad collapse. The deal gives Boroo time for due diligence...
Copper Giant Secures Development Framework for Colombia Project
Copper Giant Resources secured a unified mining concession for its Mocoa copper‑molybdenum project after Colombia's National Mining Agency merged titles FJT‑131 and FJT‑141. The integration eliminates overlap with protected areas and keeps the existing 4.6 billion‑pound copper and 511 million‑pound molybdenum resource...
Transocean Rig Hard at Work on Beach Energy’s Second Stage of Australian Drilling Campaign
Beach Energy has kicked off the second phase of its offshore drilling campaign in Australia’s Otway Basin, deploying the Transocean Equinox rig after a brief quarter‑end pause. The program includes a well intervention at Thylacine West and the plug‑and‑abandonment of...
Ghana: Minister Revokes Adamus Resources Leases Over Illegal Mining
Ghana's Minister for Lands and Natural Resources revoked Adamus Resources Limited's Akango, Salman and Nkroful mining leases after investigations uncovered illegal mining, unauthorized subcontracting, and missing permits. The Minerals Commission found breaches of the 2006 Minerals and Mining Act, the...
Intelligence Newsletter - 28/04/2026
A Mining IQ Leadership Survey reveals that 51.6% of industry professionals view public trust in mining as low or very low, despite 82% acknowledging significant ESG improvements over the past decade. Only 11.9% rate trust as high or very high,...
US Wheat Signals Potential 2026 Corn Belt Drought
May Agriculture Outlook - Is US Wheat Foretelling a 2026 Corn Belt Drought? Gas May Guide April is typically a peak price month in the grains. Speculators are the longest they've been in about three years, while winter and spring wheat...
The Oil Squeeze Tightens
The Strait of Hormuz remains shut, curbing Persian Gulf crude exports and tightening global oil markets. Goldman Sachs reports record inventory draws of 11‑12 million barrels per day in April as the world scrapes existing stockpiles to offset supply losses. Brent...
Crude Oil Expected to Fall, Capping Grain Prices
All Linked Now -- How Long Can Crude Buoy Grains? If crude oil stays elevated in 2026, grain and agriculture prices may as well, but elasticity is typically a primary constraint. My bias is that the December WTI crude future, at...
Total Metals Secures Full Control of High‑Grade Pick Lake
https://t.co/cvWxRD61Gu's Inside the Boardroom: Total Metals $TT.V $TTTMF Takes Full Control of High Grade Pick Lake https://t.co/9mGnXfpcni https://t.co/xz5GOo0uoe
Desert Gold Initiates Phase One RC Drilling in Mali
Desert Gold Ventures has launched a 4,250‑metre phase‑one reverse‑circulation drilling campaign at its Senegal‑Mali Shear Zone (SMSZ) project in western Mali. The program targets five zones—Koussili, GWN, Mogoyafara South, Barani Gap and Kolon‑Soa—and is slated for completion in the first...
Makenita Starts Operations at New Brunswick Tungsten Project
Makenita Resources $KENY.CA $SPMTF Commences Operations on the Sisson West Tungsten Project in New Brunswick by @newsfile https://t.co/kEJ1BTrIdM https://t.co/ZBDfBof2z3
American Pacific Nears Completion of Madison LiDAR Survey
American Pacific Mining $USGD.CA $USGDF Nears Completion of Underground LiDAR Survey to Advance Madison Project Development by @newsfile https://t.co/HFkfcWRJV8 https://t.co/N0RsMrwJlV
‘Green Energy’ Is Bringing Back the Atrocities of ‘Blood Diamonds’
The article argues that U.S. executive orders in 2025 ended the electric‑vehicle mandate and removed subsidies for wind and solar, while many other nations continue expanding those technologies. It highlights human‑rights abuses in Congo cobalt mines, citing child labor and...
IPX Launches 24/7 Titanium Production in Virginia
$IPX transitioned to continuous 24/7 operations at its Virginia titanium facility during the March 2026 quarter. Latest presentation: https://t.co/SmS1qRf7mj https://t.co/TysIqe2stk
Current Bitcoin Chart Misrepresents Fundamentals; $18K Too Low
What is wrong with this picture? It seems based at least loosely on the mid range of the last two cycles. That isn’t likely to happen. The supply - demand fundamentals are substantially different this cycle. Plus, $18K is too...
Liberia: Landowners Cry Foul As Mining Expands - 'Our Land Is Under Siege' In Marshall Dispute
Landowners in Marshall, Margibi County have accused AfriRock Investment Inc. (operating as ZHOU QI TAO) of illegally expanding sand‑mining on 1.2 acres of their property. The Environmental Protection Agency issued a stop order in January 2026, yet mining continued and...
Grain Speculators at 3‑year High Amid Abundant Corn, Soybean Supplies
Specs are Long Despite Ample Corn, Soybean Supply Speculators in the grains are the longest they've been in about three years, despite elevated US corn stocks and substantial soybean supply from South America. Full report on the Bloomberg terminal here: https://t.co/SrDvq26ZtG {BI...
Morocco's Power Mix: 25% Renewables, Still US Coal‑Dependent
About a quarter of Morocco’s electricity generation comes from renewable sources. However, coal remains the dominant fuel. Most of the country’s coal imports come from the United States.👇👇
Barrick Advances IPO of North American Gold Assets, Announces Executive Appointments
Barrick Mining announced the formation of a dedicated executive team to run a new vehicle that will hold its North American gold assets, including Nevada Gold Mines, the Pueblo Viejo mine, and the Fourmile discovery. The unit, dubbed North American...
Four More Wells Set to Come Online in Months Ahead Offshore Ghana
Tullow Ghana will bring four additional wells online between June and September 2026, raising net output on the Jubilee field to about 35 kbopd. Two producers are already operating, and the schedule aligns with extended petroleum contracts through 2040. Water‑flood optimization...
Russia-Linked LNG Carriers Head North After Reflagging, Signalling Arctic Fleet Expansion
Four former Omani LNG carriers, sold for roughly $110 million, have been re‑flagged under the Russian register and are now steaming north toward Murmansk. The vessels—Kosmos, Merkuriy, Luch and Orion—were renamed multiple times and are linked to Turkish‑controlled firms, though ultimate...
Block Energy Plans Strategic Entry Offshore Gabon
Block Energy has signed a conditional agreement with Pilgrim Exploration to invest in Gabon's offshore Ndjila and Mpari production‑sharing contracts. The company will raise $6.3 million via an accelerated book‑build and retail equity offering, using the proceeds to fund a $6 million...
DRC Orders Nationwide Audit to Track Mining Export Revenues and Strengthen Foreign Exchange Controls
The Democratic Republic of Congo will launch a nationwide audit within 30 days to trace mining export revenues from shipment through foreign‑currency repatriation to final government collection. President Félix Tshisekedi highlighted the move as a response to record copper and...
Guanajuato Silver Files Technical Report for Bolanitos Mine
Guanajuato Silver Company Ltd. (TSXV:GSVR) announced the filing of a National Instrument 43‑101 technical report for its 100% owned Bolanitos mine in Guanajuato, Mexico. Prepared by Hard Rock Consulting, the report provides updated mineral reserve and resource estimates as of...
Tailings Transparency Remains Under-Researched Despite Growing Scrutiny, Study Finds
A new systematic review of 945 peer‑reviewed papers finds that academic research on mine tailings transparency lags behind expanding industry disclosure requirements. While global standards now demand detailed reporting after high‑profile dam failures, the literature remains thin on how such...
Still No Firm Date for the Divestment of De Beers by Anglo American
Anglo American said it will sign off on a sale of its steel‑making coal assets in the second quarter of 2026, but it still has not set a firm deadline for divesting its flagship diamond business, De Beers. Rough‑diamond prices slipped...
Zimbabwe Tightens Raw Mineral Export Ban to Drive Industrial Growth and Innovation
Deputy Minister Sheila Chikomo reaffirmed Zimbabwe's ban on unbeneficiated raw mineral exports, citing Statutory Instrument 5 of 2020 as a tool to boost domestic value addition. The policy aligns with National Development Strategy 2 (2026‑2030) and the African Continental Free Trade Area,...
DRC Plans New Mining Security Force to Protect Strategic Mineral Wealth
The Democratic Republic of the Congo announced a plan to create a dedicated paramilitary mining security force to protect its strategic mineral assets. An initial $100 million budget will fund up to 3,000 armed guards by December, with a target of...
This Supreme Court ‘Victory’ for Oil Giants Is Not What It Seems
The U.S. Supreme Court unanimously ruled that Plaquemines Parish's $745 million lawsuit against Chevron for coastal wetland damage must be heard in federal court, overturning a state‑court judgment. The decision, praised by the Trump administration, is viewed as a procedural win...
U.S. Turns to Africa for Critical Minerals as Supply Chain Risks Grow
The United States is turning to Africa to secure critical minerals essential for electric vehicles, renewable energy, and defense. Gabon now supplies 100% of U.S. manganese imports, while South Africa provides the majority of platinum, chromium and palladium. This shift...
Japanese‑linked Tanker Uses Iranian Lanes for Saudi Oil
Interesting movement in the Strait of Hormuz: A supertanker linked to Japan is entering the SoH on her way out of the Persian Gulf. The Idemitsu Maru VLCC is following the Iranian new shipping lanes with a ~2m barrel cargo of...
Zimbabwe SMEs Set to Power Green Revolution as Lithium Drives EV Boom
Zimbabwe, home to the continent’s largest lithium deposits, is positioning its micro, small and medium enterprises (MSMEs) as key players in the global electric‑vehicle supply chain. Minister Monica Mutsvangwa announced at the Zimbabwe International Trade Fair that the country’s 126 million‑tonne...