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.
Rio Tinto has secured 26 prospecting licences along the Keele River in the Sahtu region of the Northwest Territories, aiming to locate copper deposits. The licences allow the company to explore and potentially stake mineral claims, marking its first major foray into northern Canada’s copper frontier. Negotiations are now underway with the Tulı́t’a District Land Corporation, the local Indigenous land authority, to align the project with community interests. Aurora Geosciences also holds three adjacent licences, underscoring growing exploration activity in the area.
At PDAC 2026, mining executives warned that investors are rotating from growth‑focused assets to tangible value plays, spotlighting gold and copper. They cite a weakening U.S. dollar and persistent geopolitical uncertainty as catalysts for the shift. Mining equities, which once...
The episode examines the sharp rise in global tungsten prices, tracing it from China's export controls to a deeper, structural supply shortage caused by aging mines, limited investment, and reduced output. Experts explain how the squeeze affects both Chinese domestic...
Indonesia’s 2020 ban on raw‑nickel exports sparked a surge in domestic smelting and processing, positioning the country as a textbook case of resource‑based industrialisation. Yet its clean‑technology ambitions remain modest: EV exports totaled only US$12 million in 2024, dwarfed by Thailand’s...
Private 5G is positioned as the backbone for digital transformation in mining, delivering industrial‑grade connectivity for automation, real‑time analytics, and safety systems. Operators face two practical questions: how to launch a trial and how to scale the network site‑wide. A...
The Defense Industrial Base Consortium (DIBC) announced that the U.S. military is inviting proposals to develop domestic production of 13 critical minerals, including tungsten, arsenic and nickel, with submissions due March 20, 2026. The request covers the entire value chain—from...
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
Maritime leaders face a perfect storm of geopolitical turmoil, regulatory uncertainty and shrinking investment, threatening the sector’s ability to meet decarbonisation and infrastructure goals. Intent Communications CEO Namrata Nadkarni urges a single, data‑driven voice through the 2025‑26 ICS Maritime Barometer Survey...
Dachser now operates emission‑free inner‑city delivery zones in 25 European cities, deploying 60 battery‑electric trucks and 13 cargo bikes. In 2025 the network covered roughly 1.8 million kilometres without greenhouse‑gas emissions, averaging 7,000 km per day. The rollout follows a modular...
The Botswana Mining and Energy Conference and Expo (BME) will convene March 16‑17 in Gaborone, drawing roughly 1,200 senior executives from more than 30 countries. Organisers aim to align the event with the Botswana Economic Transformation Programme and the twelfth...
Pan American Silver announced the discovery of four new high‑grade veins—Filomena, Nicolasa, Bernardina and Josefina—at its La Colorada mine in Zacatecas, Mexico. Roughly 40% of the recent drill holes returned silver assays above 1,000 g/t, indicating a substantial resource upside. The...
SONAR introduced two platform enhancements—a Geopolitical Alert on its Executive Dashboard and a Fuel Dashboard within Truckload Insights—to give logistics professionals real‑time visibility into Iran‑related conflict risks and energy price swings. The Geopolitical Alert supplies immediate context, curated resources, and...
The UK’s North Sea Transition Authority has granted a two‑year consent to drill a carbon‑storage appraisal well as part of the Endurance project off Teesside. The well, scheduled to spud on 1 March and complete drilling in about 90 days, is...
Ghana plans to replace its fixed 5% gold royalty with a sliding scale of 5‑12% tied to bullion prices, aiming to capture more revenue as gold hits record highs. A coordinated diplomatic push from the US, China, the UK, Canada,...
China controls roughly 90‑95% of global rare‑earth processing, creating a strategic vulnerability for U.S. defense and high‑tech sectors. In response, REalloys (NASDAQ: ALOY) is building North America’s first fully integrated, China‑free heavy rare‑earth supply chain, with a production facility in...
BW LNG has placed its second new LNG carrier, BW Borealis, into long‑term charter with Norway’s state‑owned Equinor, completing a two‑vessel program that began with BW Nivalis in February. The 174,000 cubic‑meter vessel, built at Hanwha Ocean’s Okpo shipyard, features ME‑GI...
Researchers used FLAC3D to simulate stress redistribution in multi‑coal seam mining, comparing thin (20 m) and large (600 m) models based on the Kailuan area. They found that model size mainly influences stress magnitude, while the choice of goaf constitutive model—particularly the...
Codelco, the world’s largest copper producer, has signed an 18‑month collaboration framework with Microsoft to embed artificial intelligence, advanced analytics, automation and digital security into its mining operations. Building on a 27‑year partnership, the deal will evaluate joint initiatives, pilot...
Sandvik Mining’s mechanical cutting division has shipped the first MC431 continuous miner to Australia after completing factory acceptance testing at its Zeltweg plant in Austria. The MC431 builds on the MC430 platform, which has logged 13 years of service in...
GMS, the world’s largest cash buyer of ships for recycling, is urging the European Commission to add qualified Indian ship‑recycling yards to the EU Ship Recycling Regulation list. Over 110 Indian yards hold Hong Kong Convention compliance, yet none have been...
Charter Next Generation (CNG), a Chicago‑based sustainable material science firm, has become an associate member of the US Flexible Film Initiative (USFFI). The partnership positions CNG to share its expertise in sustainable film design and to help expand domestic markets...
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
JP Morgan analysts warned that the Development Finance Corporation’s (DFC) insurance cap of $205 billion is far too low to cover the estimated $352 billion needed to insure all oil tankers transiting the Strait of Hormuz. The firm highlighted that private war‑risk insurers...
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Costamare added four more 3,100 teu vessels to its Chinese newbuilding programme, bringing total orders for that size to ten. Deliveries are scheduled between Q4 2027 and Q4 2028, each with medium‑term charter agreements secured at signing. The expansion marks the company’s re‑entry...
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case...
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
Amid heightened Middle East oil supply disruptions, Thailand’s Ministry of Energy has asked oil producers to postpone planned downtime and temporarily suspend crude exports, emphasizing domestic production for energy security. Canadian‑based Valeura Energy is seeking clarification from the ministry to...
Volvo Penta and Canadian distributor Wajax have delivered the first Volvo‑Penta‑powered underground mining machine for MacLean Engineering to a Quebec site. The collaboration, rooted in a partnership dating back to 1988, leverages Volvo Penta’s D5 Tier 3 and Stage V off‑road engines...
At PDAC 2026, the Democratic Republic of the Congo unveiled a strategy to convert its vast mineral endowment into an industrial engine, emphasizing local processing and value‑addition. The government highlighted a $29 billion Iron Mines of the Great East corridor, upcoming...
South Korea’s Financial Services Commission unveiled a draft roadmap that will make sustainability reporting mandatory for large listed firms starting in 2028, using 2027 data. The new standards align closely with the IFRS Foundation’s ISSB IFRS S1 and S2 requirements, covering...
Great Eastern Shipping announced the purchase of a 2014‑built Japanese kamsarmax of 81,094 dwt, slated to join its fleet in the first quarter of FY27. The acquisition is part of a broader renewal program that swaps older vessels for younger...
German recycler equipment maker Vecoplan will launch its VES 3300 e‑mobile shredder at the IFAT trade fair in Munich (May 4‑7). The mobile unit features plug‑and‑play drive technology, allowing immediate operation without installation. Vecoplan will also showcase its VAZ 1700 shredder, a...
Japanese firms Mitsui O.S.K. Lines, Obayashi, Kawasaki Heavy Industries and Chiyoda have formed a four‑party consortium to create a Japan‑New Zealand hydrogen corridor. The partnership will launch feasibility studies this year to build a green‑hydrogen supply chain that transports production from...
Akrake Petroleum, a subsidiary of Lime Petroleum and ultimately Rex International, has successfully linked its mobile offshore production unit (MOPU Stella Energy 1) to the floating storage and offloading vessel (FSO Kristina) at Benin's Sèmè field. The connection enables oil to...
The UK faces renewed fossil‑fuel price volatility after the US‑Israel attacks on Iran, echoing the 2022‑2025 energy shock that cost the EU and Britain $1.8 trillion. Experts and climate groups argue the government must accelerate its clean‑energy transition, focusing on renewables...
Estonian shipowner Amisco has placed an order for two 5,900‑dwt multipurpose dry cargo vessels from Jiangsu Dajin Heavy Industry in China. Steel cutting for the first hull began in February 2026, with deliveries slated for the first and second quarters...
U.S. LPG exports are hitting record levels while a 76‑km Panama pipeline, slated for post‑2031 operation, promises 2 million barrels per day capacity. Dorian LPG’s chief information officer says the pipeline will likely add loading and discharge points rather than divert cargoes,...
The Northwest Territories government released the 2025 Mineral Potential Study, mapping critical mineral potential across the eastern Slave Geological Province. The assessment evaluated 1,721 mineral showings, covering 19 of Canada’s 34 critical minerals and identified 116 new occurrences. Officials say...
Lamprell has secured a contract from India’s state‑owned Oil and Natural Gas Limited (ONGC) to replace and lay roughly 285 kilometers of subsea pipelines across several western offshore fields. The Pipeline Replacement Project (PRP‑IX) covers Mumbai High, Neelam, Heera, Bassein and...
Cove Capital, a U.S. private investment firm, has signed a memorandum of understanding with Saudi Arabia’s Tariq Abdel Hadi Abdullah Al‑Qahtani & Brothers (AHQ) to jointly identify and develop critical‑minerals projects worldwide. The agreement covers upstream and mid‑stream assets, potential...
Harbour Energy lifted its 2026 production outlook to 475,000‑500,000 barrels of oil equivalent per day, driven by early output from the recently acquired LLOG assets in the Gulf of Mexico. The company’s pretax profit more than doubled to $2.8 billion in...
Norwegian authorities have granted Aker BP permission to conduct production drilling on the Valhall Flanke Vest area of the North Sea using the Noble Integrator jack‑up rig. The 2014‑built rig can operate in 492‑foot water depths and drill up to...
China’s 2026‑2030 Five‑Year Plan caps oil output at 200 million metric tons (about 4 million barrels per day), a level already exceeded last year but below the 216 million‑ton record. The plan shifts focus from expanding production to maintaining output while expanding undisclosed...
Epiroc’s latest whitepaper examines how electric surface drill rigs interact with weak, remote, and capacity‑constrained power grids as mining electrifies. It highlights smart power management as a multi‑tool solution to balance peak power demand, renewable intermittency, and capital spending. The...
Canstar Resources signed a non‑binding letter of intent with LithOps to acquire full ownership of three exploration licences in Sweden’s Skellefte district, covering about 310 km². The deal provides LithOps with 15 million common shares, $150,000 cash and a 2.5% net smelter...
Pacific Goal Investments (PGI) has acquired a 51% majority stake and operational control of the Muchesu coal project in north‑western Zimbabwe after obtaining registration from the Reserve Bank of Zimbabwe. The ownership restructuring transfers the US$20 million funding commitment originally made...
BIMCO analysis shows bulk‑carrier transits through the Strait of Hormuz fell about 70% week‑over‑week, affecting roughly 4% of global dry‑bulk volumes. Arrow Shipbroking data indicate 1.9% of Capesize, 5.6% of Panamax and 5.7% of Supramax/Handymax demand passed the strait in...
Moroccan rail freight volumes rose 8% year‑on‑year in 2025, reaching 23 million tonnes and generating roughly €181 million in revenue. The surge is driven largely by phosphate transportation, as the country’s exports of the mineral jumped 21% in the first seven months,...
