Today's Mining Pulse
Ximen Mining Deploys Robotic Dog to Accelerate Underground Surveys
Ximen Mining has introduced an autonomous robotic dog at its Kenville mine project in British Columbia, cutting underground survey time by roughly 30%. The move underscores a broader industry shift toward automation and faster, safer data collection.
Also developing:
By the numbers: Ganfeng invests $319M in Australian Mount Marion lithium mine
Canaan, Tether Deepen Partnership on Immersion-Cooled Mining Systems
Canaan announced an additional order from stablecoin issuer Tether for high‑density, immersion‑cooled Bitcoin mining modules destined for a South American facility. The deal expands a prior R&D collaboration and includes an option for further purchases, giving Tether flexibility to scale its mining operations. Tether is also building its own control boards and management software, signaling tighter hardware‑software integration. Canaan’s balance sheet now holds 1,808 BTC, valued at roughly $137 million, its highest level to date.
Aluminum in Crisis: War, Tariffs and a Market Running on Empty
The ongoing Iran‑UAE conflict has sparked a severe aluminum shortage after a missile hit Emirates Global Aluminium’s Al Taweelah smelter, halting production. Recovery is projected to take up to twelve months even if hostilities cease tomorrow. Simultaneously, heightened U.S. tariffs on...
Drilling Has Begun at Our Sacred Site Pe' Sla, Setting a Dangerous Precedent for Indigenous Lands Across the Country. It...
Drilling has started in the 2‑mile buffer around Pe' Sla, a federally protected sacred site in South Dakota, after the U.S. Forest Service issued a permit for exploratory graphite mining. The project uses a categorical exclusion, bypassing a full NEPA environmental...
West Red Lake Gold Hits 471 G/T Gold Intercept, Reviving High‑grade Red Lake Project
West Red Lake Gold Mines Ltd. announced a 471 g/t gold intercept over 1 m from Vein 013 at its Rowan project in Ontario, the highest grade in the latest drilling campaign. The result, part of a 6,300‑metre, 37‑hole program, will feed an...
Oilfield Services Majors Bank on Flood of Oil, Gas Projects Linked to Middle East War
Oilfield‑services giants Baker Hughes, Halliburton and SLB say a wave of new oil and gas projects is likely as the U.S.-Israeli war with Iran tightens global energy demand. Their latest quarterly earnings highlight expectations for a surge in upstream contracts...
Tether Collaborates on Bitcoin Mining with Canaan, ACME Swisstech
Tether announced a partnership with chipmaker Canaan and mining services firm ACME Swisstech to launch a modular Bitcoin mining infrastructure. The collaboration introduces the Mining Development Kit (MDK), an open‑source framework that lets operators tune compute, cooling and upgrades independently....
Democrats Need a Critical Minerals Policy Beyond Anti-Trumpism
Democrats are urged to move past partisan opposition and adopt a comprehensive critical‑minerals strategy while President Trump remains in office. The article highlights bipartisan actions—tariffs, stockpiling, and Defense Production Act financing—that already support domestic supply chains, yet many House members...
Mariana Minerals Starts Its Copper Mine
Mariana Minerals has restarted the Copper One mine in Utah, formerly known as Lisbon Valley, positioning it as an autonomous‑first copper producer. Backed by Silicon Valley capital, the project aims to leverage end‑to‑end automation to cut operating costs and boost...
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...
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...
3D Imaging Connects Surface and Underground at Madison Mine
Turning the Lights On Underground: That's what @AmerPacMine's 3D imaging results have done, creating the first dependable modern spatial dataset tying surface and underground workings together at Madison in Montana. See the cool image and what comes next: https://t.co/FwV4vgkCjV
Rotogran Engineers Granulator for Under-Shredder Shock Loading
Rotogran International has launched the WO‑2260‑XHD Severe Duty Granulator, engineered specifically for under‑shredder shock loading in stacked shredder/granulator systems. The machine features a 20% heavier rotor, a 15% larger shaft, reinforced blade mounts, and a frame with doubled wall thickness,...
NewScorpioGold Uncovers Expansive Gold Corridor, Remains a Buy
A Corridor Starts Talking—that's JV's message behind @NewScorpioGold's step-out holes at the Manhattan District in Nevada. It's now defining a much larger mineralized corridor than previously thought. See the map + why this #gold stock is still a Buy: https://t.co/2oQrOjcX9O
UAE Exits OPEC to Boost Production, Accept Lower Prices
REACTION COLUMN: Why is the UAE leaving OPEC? The announcement has little to do with the US-Iran war; the exit road started in Riyadh, with a detour in Texas. It's all about the UAE wanting to pump more oil, even at the...
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...
Antimony Shines While Rare Earths Stay Red
all of my rare earths watch list is in the red...except for #antimony #Chad in the house
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
‘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...
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
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...
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...
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...
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.👇👇