What's happening: Cameco inks $1.9B uranium supply pact with India
Canadian uranium producer Cameco has signed a long‑term agreement with India worth $1.9B (C$2.6B). The deal will deliver about 22 million pounds of uranium ore concentrate over nine years starting in 2027, roughly 12% of Cameco’s annual output. India plans to expand its nuclear capacity to 100 GW by 2047.
Also developing:

FLSmidth announced that Toni Laaksonen will assume the role of chief executive officer, while temporarily retaining his duties as president of the service business line. He succeeds Mikko Keto, who has stepped down after a tenure marked by strategic realignment. The appointment was made in February 2026 and signals continuity in the company’s service‑focused growth agenda. Laaksonen’s dual role underscores the importance of the service segment to FLSmidth’s overall performance.
Crédit Agricole has appointed former French cabinet minister Quentin Guerineau as its Chief Sustainability and Impact Officer, succeeding Eric Campos. Guerineau joins the bank’s Management Committee and will report to Gregory Erphelin, head of the newly formed Transformation, Human Resources...

The Global Tailings Management Institute (GTMI) announced Ed Toms as its new chief executive officer. Toms, a veteran of the mining sector, will steer GTMI’s mission to improve tailings safety and sustainability worldwide. The appointment comes amid heightened scrutiny of...

The U.S. Department of Labor has sworn in Wayne D. Palmer as the 12th assistant secretary for the Mine Safety and Health Administration (MSHA) after his Senate confirmation in October. Palmer previously served as acting and deputy assistant secretary at...
Clinton Smyth has been hired as chief geologist for Eskay Mining Corp., bringing a 25‑year mining pedigree from Anglo American and Minorco. He previously served as vice‑president of exploration, overseeing the discovery of the 2‑million‑ounce Buzwagi gold deposit in Tanzania...

Highland Copper announced that Project Director Dr. Wynand van Dyk is leaving the company to become an associate professor at the University of Stellenbosch. He will stay on a consulting basis to finish the integrated mine plan review. The firm...

Tectonic Metals Inc. announced that co‑founder Eira Thomas has been appointed chair of the board of directors. Thomas brings more than three decades of senior mining and exploration experience, having led Kaminak Gold and co‑founded Stornoway and Lucara Diamond. Allison...

AECI reported a record R3.4 billion EBITDA and an 11% margin despite a 4% drop in revenue to R32.1 billion. The company completed most non‑core asset disposals, generating R2.2 billion and cutting net debt to R465 million from R3.74 billion. Earnings per share turned positive,...
Sixty North Gold Mining Ltd announced the addition of two directors, Daniel Martin and Michelle Legat. Martin contributes 15 years of investment‑banking experience, having advised public and private firms on capital‑markets and strategic deals. Legat, a professional geoscientist, joins from GeologicAI where she...

Collective Mining Ltd. announced the appointment of Carlos Andrés Santos as executive vice president, effective immediately. Santos arrives with more than two decades of senior leadership, most recently as CEO of Americas Business Services at Holcim/Amrize. He also previously served...
Strategic Metals Ltd. has appointed Sam Wallingham as its vice president of energy development. Wallingham brings extensive Yukon experience, having served as a community affairs director, negotiator, and trainer for multiple exploration firms. He previously sat on the Alexco Resource...

Almonty Industries Inc. announced the appointment of Guillaume Wiesenbach de Lamaziere, CFA, as its new chief development officer. The veteran finance professional will oversee the company's growth initiatives across its global tungsten mining portfolio. Wiesenbach de Lamaziere brings over two...
Indonesia, which supplies roughly 65% of global nickel, is set to increase output to 2.9 million tonnes in 2026, an 11.9% rise from 2025. The boost stems from expanded mining permits at Weda Bay and the commissioning of several high‑pressure acid...
The Prospectors & Developers Association of Canada will host its 94th annual convention in Toronto from March 1‑4, 2026, at the Metro Toronto Convention Centre. The event, billed as the world’s premier mineral exploration and mining gathering, will feature more...
Appia Rare Earths & Uranium Corp. announced a 300‑metre drill hole in Brazil’s Ultra Hard Rock carbonatite that intersected 2.55% total rare earth oxides (TREO) from surface, including a 1.7‑metre interval grading 14.27% TREO and 2.3% magnet rare earths. The...

The EU’s revised Sustainable Finance Disclosure Regulation (SFDR) now obliges funds to disclose and potentially divest from fossil‑fuel holdings, prompting German NGOs to warn that an extra €9 billion of assets may need to be sold. The European Securities and Markets...

Zambia will establish a “rainy day” stabilisation fund to lock away surplus copper revenues as production hits record levels and prices hover near historic highs. The Treasury plans to finalise the fund’s framework this year before beginning deposits, using the...
On February 5, the United States and Argentina signed a bilateral agreement that goes beyond tariff cuts to align trade, investment, and national‑security priorities in critical minerals and energy. The pact obliges Argentina to facilitate U.S. investment across the entire...
Australia’s coal output remained flat in 2025 at roughly 65 mt, buoyed by the Olive Downs Complex and efficiency gains at Hunter Valley and Dawson. A 3.9% rise to 483.2 mt is forecast for 2026, driven by the Maxwell underground ramp‑up, capacity...

In a brief interview, Brooke Bibeault, chief executive of Makor Resources, outlines the company’s growth strategy and its commitment to responsible mining. She stresses the need for greater public awareness of where metals originate and highlights Makor’s upcoming copper project...
Sitka Gold Corp. released an updated mineral resource estimate for its RC Gold project in Yukon, pushing the combined resource base above five million ounces of gold. The new estimate adds a maiden 2.25‑million‑ounce resource at the newly discovered Rhosgobel deposit...

Sibanye‑Stillwater recorded a $28.74 million impairment on its Zimbabwean Mimosa platinum operation after revising long‑term economic assumptions. The new model assumes an eight‑year life‑of‑mine, higher working and capital costs, and incorporates a 10 % beneficiation tax, reducing projected cash inflows. Despite a...

Fidelity Gold Refinery (FGR) released its gold buying rates for 25 February 2026, listing prices from $149.39 to $157.69 per gram (approximately $4,646.55‑$4,904.71 per ounce) across purity tiers. The highest cash price applies to fire‑assay gold above 100 g with no sample deduction,...

A joint venture led by Technip Energies, together with Consolidated Contractors Company and Gulf Asia Contracting, secured an EPCC contract from QatarEnergy for the onshore LNG facilities of the North Field West project. The award, valued at over €1 billion, includes...

Ontario’s Ministry of Northern Development granted an exploration permit for the Howells Lake project, targeting a combined antimony‑gold deposit in the province’s mineral‑rich north. The permit follows a rigorous environmental review and grants the operator a five‑year window to delineate...
BQE Water has signed a contract with Hudbay Minerals to advance the engineering design of Canada’s first SART (Sodium Arsenite Removal and Treatment) plant, slated for integration into Hudbay’s Snow Lake mill in Manitoba. The agreement moves the project into...

Australia’s Gorgon‑linked LNG exporter sent a cargo aboard the Maran Gas Hector to eastern Canada, covering roughly 16,000 miles – the longest route for Australian LNG to date. The move reflects a sharp slowdown in Asian demand, where shipments to...
Botswana Diamonds announced it will rebrand as Botswana Minerals and adopt the ticker BMIN on Feb 27, reflecting a strategic shift beyond diamonds into copper exploration. The change follows an AI‑driven review of its 95,000 sq km geological database, which uncovered 11 high‑prospectivity...

Botswana Diamonds announced it will rebrand as Botswana Minerals and adopt the ticker BMIN, reflecting a strategic pivot toward copper exploration. An AI‑driven analysis of its 95,000 sq km geological database uncovered 11 high‑potential copper targets, leading to eight new licences. The...

Besra Gold announced that the Sarawak Government has conditionally approved the renewal of mining lease ML 05/2012/1D, covering the Jugan deposit within its Bau Gold Project. The company controls a 98.5% stake (93.8% on an equity basis) in the brownfield project,...
Contango Ore reported high‑grade underground drill results from its Lucky Shot gold project in Alaska, highlighted by a 1.16‑meter interval grading 294.8 g/t gold in the newly identified KM vein. The first 20 of a planned 60‑hole phase confirmed mineralization in...
JinkoSolar announced a 26.6% power conversion efficiency for an industrial‑scale TOPCon solar cell built on an M10‑size wafer, setting a new world record for this technology class. The result, validated by an independent Chinese third‑party, stems from a dual‑side electrical...
Corcel Exploration has received US Bureau of Land Management approval for the reclamation bond required to start work at its Yuma King Project in Arizona. The company will drill roughly 1,500 m of diamond core across six to eight sites, focusing...
The article argues that supply‑chain inefficiency is the greatest ESG shortfall, with roughly $3 trillion of fast‑moving consumer goods wasted each year due to blind, push‑based logistics. Manufacturers lack real‑time visibility beyond the factory gate, leading to overproduction, excess inventory, and...

Shell and Greece’s METLEN have signed an MoU to supply and trade up to 1 bcm of LNG annually from 2027 to 2031. Deliveries will flow through the Revithoussa and Alexandroupolis regasification terminals. The deal leverages the Vertical Gas Corridor to...
The United States hosted its first Critical Minerals Ministerial in February 2026, unveiling a preferential trading bloc, price‑floor mechanisms and a $12 billion strategic stockpile to curb China’s dominance. At the same time, a US‑backed consortium struck a $9 billion deal with...

Indigenous communities in Indonesia’s Papua province have lodged an administrative objection to two forestry ministry decrees that reclassify 486,939 hectares of forest as non‑forest land, clearing the way for oil‑palm plantations under the government’s food‑estate program. The rezoning, approved in...

South32 COO Noel Pillay highlighted aluminium as a cornerstone of the low‑carbon transition, emphasizing its lightweight, durable and fully recyclable nature. The South African government has classified the sector as strategic, granting Hillside Aluminium a preferential electricity tariff through Eskom...

Stanford geoscience professor Jef Caers announced that artificial‑intelligence‑driven "intelligent agents" could slash mineral‑exploration drilling by up to five‑fold. The system plans sequential drilling to test and falsify human geological hypotheses, targeting uncertainty reduction rather than exhaustive grid sampling. By focusing...

Valterra Platinum announced a R5.3bn special dividend, bringing its total payout for the 2025 financial year to R45 per share, equivalent to 71% of headline earnings. The payout follows an 89% rise in platinum‑group‑metal prices in the second half of...
Great Divide Mining has engaged LA Broome Contracting to manage mullock, the waste rock from its operations, and feed it into the Challenger gold processing plant in New South Wales. The partnership will turn this low‑grade material into the plant’s initial...

Wellington Management, a trillion‑dollar US asset manager, is intensifying its sustainable‑investment platform to meet escalating client expectations on stewardship, decarbonisation, and climate risk. In a Responsible Investor podcast, head of sustainable investment Wendy Cromwell explains how the firm aligns ESG considerations...
Fastmarkets announced a proposal to launch a new ex‑works China price for antimony trioxide (99.5% Sb2O3 min). The price, quoted in yuan per tonne, will be published weekly and targets a minimum 10‑tonne spot transaction. The consultation period runs from...

Standard Bank’s African Markets Conference highlighted a bullish outlook for gold, with its head of precious metals projecting the metal to finish the year above $6,000 per ounce and potentially reach $7,000‑$10,000 next year if interest rates keep falling. Attendees...

President Emmerson Mnangagwa told Zimbabwean exporters that raw mineral shipments are effectively ending, insisting that value‑addition must occur domestically. The Finance Act now imposes a 10% export tax on unbeneficiated lithium and chrome, with chrome also subject to a 5%...
Hillgrove Resources reported a strong 2025 turnaround at its Kanmantoo underground copper mine, boosting production to over 11,300 tonnes and lifting revenue 49% to $167.6 million. The company reversed a $14.8 million loss into a modest $100,000 profit and grew cash reserves...

The Chamber of Mines rebutted ILO remarks by highlighting that its members generated 20,843 direct jobs and an estimated 145,901 indirect jobs in 2024, accounting for 26.7% of Namibia’s employed population. It contested claims that the sector lacks local beneficiation...
Arika Resources announced that recent RC drilling at its Pennyweight Point deposit on the Yundamindra project has extended high‑grade gold mineralisation both along strike and to greater depth. Intercepts include 21 m at 4.65 g/t Au, with a peak of 19.39 g/t over...
Fortescue Metals Group spent $427 million in the first half of FY2026 on decarbonisation and expects annual outlays of $800 million to $1.2 billion, putting the company on a roughly $1 billion‑a‑year run rate through the decade. The miner is installing solar, wind, battery...
Coronado Global Resources announced the completion of its Mammoth Underground expansion and Buchanan growth project after a challenging 2025 marked by a steep revenue decline and significant net losses. The company aims to leverage the new assets to boost ore...