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:

Researchers Examine Role of Leafy Vegetables in Alternative Mining Methods
Researchers at the University of Queensland have shown that common Brassicaceae vegetables, such as kale and broccoli, can accumulate the toxic yet valuable metal thallium in their leaves. Using micro‑X‑ray fluorescence and X‑ray diffraction mapping, the team observed crystallised thallium chloride deposits along leaf veins, indicating a viable phytomining pathway. The findings suggest these crops could serve as sustainable tools for extracting thallium needed in medical devices, optical glass, and semiconductors while remediating contaminated soils. The study appears in Metallomics and involved international collaborators.

Central Asia: The New Energy Battleground Not On Your Radar
The Iran‑Hormuz crisis exposed the fragility of global energy routes and turned attention to Central Asia’s untapped oil and gas reserves. Kazakhstan, Uzbekistan and Turkmenistan are quietly shifting export reliance from Russia toward China, which has already financed and built...

Oil Tankers U-Turn In Hormuz As US-Iran Talks Break Down
Two empty crude tankers and an Aframax‑class vessel attempted to transit the Strait of Hormuz on Sunday but made last‑minute U‑turns near Iran's Larak and Qeshm islands. The VLCC Mombasa B succeeded in navigating the Iran‑approved corridor, while Agios Fanourios I...
Pogo at 20: Looks Ahead to Golden Future
Pogo mine marked its 20th anniversary after producing more than 5.4 million ounces of gold since 2006, with 2025 output around 270,000 ounces. Owned by Northern Star Resources, the operation has extended its life beyond the original ten‑year plan through increased...

Here’s A List Of Gulf Energy Infrastructure Damaged In Iran War
Missile and drone strikes have damaged dozens of oil refineries, gas processing plants, pipelines and ports across the Gulf since the Iran‑Israel conflict erupted six weeks ago. Key facilities such as Saudi Arabia’s Ras Tanura refinery (550,000 bbl/day), the East‑West pipeline, and...

Inside the American Startups Trying to Break China's Mineral Chokehold
Phoenix Tailings, a New Hampshire startup, has raised $120 million to process rare‑earth metals from mine tailings, aiming to close the U.S. supply‑chain gap that China dominates at the mid‑stream stage. The company claims a zero‑emission process that extracts, separates, and...
Coal Imports Fall 8.5% in February Amid High Stockpiles, Firm Global Prices
India’s coal imports dropped 8.5% in February, reaching 16.55 million tonnes, as record domestic stockpiles and firm seaborne prices curbed demand. Non‑coking coal fell to 9.80 MT, while coking coal rose slightly to 3.92 MT. Domestic production rose 4.98% to 1,047.5 MT, keeping power‑plant...
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FUELLING WAR: ‘Hypocrisy’: Critics Slam SA for Boosting Coal Exports to Israel Despite Gaza Genocide Case
South Africa’s coal exports to Israel surged in the past two years, reaching roughly 2.99 million tonnes between October 2023 and December 2025, even as Pretoria pursues a genocide case against Israel at the International Court of Justice. The increase followed Colombia’s decision...
Codelco, Quiborax Secure Ascotan Lithium, Boost State Strategy
Codelco and Quiborax moved to secure lithium rights at Ascotan, deepening Chile’s state-led lithium strategy. https://www.metalnomist.com/2026/04/codelco-lithium-ascotan-move-expands.html
Macquarie Ups Near‑Term Copper, Lithium Forecasts Amid Strong Financial Flows
Macquarie raised near-term copper and lithium forecasts as financial flows continue to outweigh soft physical signals. https://www.metalnomist.com/2026/04/macquarie-near-term-copper-outlook.html

India’s BEML Launches All Electric 35 T Class Mining Truck
BEML Ltd unveiled the BH35-2 EV, India’s first indigenous 35‑tonne electric dump truck, at its Mysuru complex. The truck features a 300 kWh lithium‑ion battery, a permanent‑magnet synchronous motor and regenerative braking, delivering 85‑90% drivetrain efficiency. BEML claims the vehicle can...

Aramco Restores East-West Pipeline, No Port Disruptions
Now the flow of crud in the Saudi East-West pipeline is restored to full capacity, it is important to know that Saudi daily loading in western ports was not affected. Oil in storage was more than enough. https://t.co/I1FOWuECCi
Vitol’s Star Trader Loses Hundreds of Millions in Iran War
A team at Vitol led by a star trader took a several hundred million dollar hit early in the Iran war after bets in the oil market went awry, people familiar with the matter said https://t.co/wVuSf1Bx1e
Tin Prices Surge in 2026 as Supply Constraints and Tech Demand Tighten Market
Tin prices have surged in 2026, driven by a tight supply base concentrated in unstable regions and accelerating demand from the electronics sector. The combination of geopolitical risk, a depleted mine base and limited new projects is reshaping the tin...

Panicked Barrel Rush Fuels Global Oil Market Turmoil
A panicked race for barrels is gripping the global oil market https://t.co/BFDckZshjd via @yongchang_chin @Bill_Lehane https://t.co/TY5ixVnnec
Latin America Races to Secure Rare‑Earth Supply as Brazil Proposes State‑Run Critical‑Mineral Firm
Brazil's ruling PT party introduced legislation to create Terrabras, a state‑owned enterprise to explore and process critical minerals, signaling a sovereign push in Latin America. The move comes as the region draws attention from the U.S., EU and other powers...

India Tackles Fuel Shortage with Export Tax, Not Ban
🇮🇳Several countries, including China, banned exports of petroleum products. India is doing the same using a different approach. India Raises Export Tax on Diesel, Jet Fuel Amid Energy Crisis

Global Free Float Of Silver Remains Tight While Chinese Silver Premium Remains Above 12%
The latest free‑float data shows global silver available to market has climbed to 190.8 million ounces, up from 157 million ounces a month earlier. London’s free‑float rose after exchange‑traded‑fund holdings fell by 14 million ounces, while New York’s COMEX registered vault stock remains a...
Oil Price Surge Pushes Manganese Mining Costs Up 8%
Manganese producers in South Africa and Gabon are seeing cash costs climb as much as 8.2% after global oil prices spiked following the recent Middle East war. The cost pressure threatens profitability for high‑cost operations and could reshape the metal’s...
China's Futures Market Surges 40% in Volume, 58% in Turnover in Q1 2026
China's futures market posted a 40.6% year‑on‑year rise in trading volume and a 58.4% surge in turnover in the first quarter of 2026, according to the China Futures Association. The growth was driven by energy, chemicals, metals and a booming...
Metlen Energy & Metals Posts Record €7 Bn Revenue, Flags MPP Division Headwinds in Q4 2025 Call
Metlen Energy & Metals PLC announced a 25% rise in 2025 revenue, topping €7 bn (≈$7.6 bn) during its Q4 earnings call on April 9, 2026. The company warned that EBITDA and earnings per share remain under pressure due to challenges in...

How Iran’s Dark Fleet Is Quietly Keeping Oil Markets Afloat
Iran’s “dark fleet” of opaque tankers is quietly sustaining oil flows through the Strait of Hormuz despite a visible collapse of more than 90% in regulated traffic. By using shell‑company ownership, AIS deactivation and ship‑to‑ship transfers, Iran moves roughly 1.5‑1.7 million...
Oxygen Made From Moon Dust For First Time
Blue Origin announced its Air Pioneer reactor can generate breathable oxygen from lunar regolith by applying an electric current, marking the first successful in‑situ oxygen extraction on the Moon. The compact system also liberates iron, aluminium and silicon, and would...

Zambia to Establish New Gold Marketing Centres to Formalise Mineral Trade and Boost Transparency
Zambia’s Ministry of Mines announced that four new gold marketing centres will be built in Lusangazi, Chisamba, Mpika and a second facility in Mumbwa by the end of 2026. The centres will provide regulated outlets for artisanal and small‑scale miners...
Deep‑Sea Survey Finds 788 New Species, Casting Doubt on Seabed Mining Viability
An international research team surveying the Clarion‑Clipperton Zone reported 788 previously unknown species and a 37% decline in animal numbers where test mining took place. The findings, published in Nature Ecology and Evolution, intensify the debate over the environmental cost...
Rare‑Earth Funding Surge Raises Specter of 2030s Glut
Governments and private investors are committing billions of dollars to rare‑earth mining and processing projects outside China, aiming to secure supply chains for defense and clean‑tech. Analysts warn that the rapid build‑out, especially in U.S. magnet capacity, could outpace demand...
World Bank Warns Middle East War Could Shave 1% Off Global Growth, Hit Emerging Markets
World Bank President Ajay Banga warned that the Iran‑Israel war could cut global GDP growth by as much as one percentage point and lift inflation in emerging economies to as high as 6.7%. The bank’s latest forecasts now see growth...
Silver Surges Over 5% to $76.70 on U.S.-Iran Ceasefire, Reviving Industrial Demand
Silver jumped more than 5% to $76.70 per ounce on April 8, its highest level since March 18, after the United States and Iran agreed to a two‑week ceasefire. The truce eased energy‑driven inflation worries, softened rate‑rise expectations and highlighted...
Somalia Eyes Oil Boon but Queries Rise on Ankara’s ‘Unfair’ Deal
Somalia is preparing for its first offshore oil drilling as Turkey’s drilling vessel Çağrı Bey arrives in Mogadishu. The 2023 production‑sharing agreement grants Turkey up to 90% cost recovery and a modest 5% royalty to Somalia, sparking accusations that the deal...

Buy Critical Minerals Now Before Treaty-Driven Surge
Critical minerals including #silver will be the next major investment narrative. Now is the time to load up on metals and producers - before the announcement of the impending bilateral treaties, not after.

Global Energy Shortages Drive Renewed Reliance on Coal
Disruptions to oil and gas flows, especially the closure of the Strait of Hormuz, are prompting Asian and European nations to revive coal as a quick‑fix energy source. Global coal consumption has risen by roughly 1.3 billion tons since 2020, driven...
Metal Shock: Gulf's Largest Aluminum Producer Declares Force Majeure
Emirates Global Aluminum (EGA), the Gulf’s largest aluminium producer, has declared force majeure on portions of its contract book after Iranian missile and drone strikes damaged its Al Taweelah smelter, forcing a shutdown. The outage removes roughly 4% of global aluminium...
CleanSpark's Texas Land Deal Boosts Houston Real Estate Amid AI Push
CleanSpark Inc. saw its shares jump over 5% after reporting record Bitcoin output and confirming a February-closed land acquisition near Houston for a hyperscale data‑center. The 447‑acre site, part of a broader 1.8 GW power portfolio, signals a new wave of...
Capstone Ends Strike, Boosts Output Amid Tight 2026 Copper Market
Capstone ended the Mantoverde strike and began ramping output as copper markets stay tight in 2026. https://www.metalnomist.com/2026/04/capstone-mantoverde-strike-ends-as.html
IMFA to Become India's Top Ferro‑chrome Producer
IMFA plans to raise ferro-chrome capacity to 534,000 t/yr, making it India’s largest producer. https://www.metalnomist.com/2026/04/imfa-ferro-chrome-expansion-will.html
New Scheme in Works to Support Domestic Critical Mineral Processing Plants: Mines Secretary
India's Mines Secretary Piyush Goyal announced a new scheme to fund domestic critical mineral processing plants, initially targeting two minerals. The program will sit alongside existing specialty‑steel and battery‑manufacturing incentives. A public‑sector consortium will also submit bids for four Chilean...

Platinum Under Pressure as Middle East Tensions Trigger ETF Outflows and Market Volatility
Platinum’s safe‑haven appeal is waning as Middle East geopolitical tensions and rising U.S. interest‑rate expectations trigger sizable outflows from platinum‑backed ETFs. The World Platinum Investment Council reports March ETF withdrawals of 224,000 ounces, while the region accounts for roughly 200,000...

The Hedge Fund That Stays Ahead of the Street (Matt Zabloski)
In this episode, host Travis Ricciardo interviews Matt Zablowski, founder of the Vancouver‑based natural resources hedge fund Delbrook, about the structural shift in global commodities and the under‑investment in resource exploration. Zablowski explains Delbrook’s high‑conviction, concentrated strategy—half of assets in...
MBMA Hits 2025 Nickel Ore Target, Boosting Indonesia's Downstream Chain
MBMA met its 2025 nickel ore target as stronger mining output supported Indonesia’s expanding downstream nickel chain. https://www.metalnomist.com/2026/04/merdeka-nickel-ore-production-hits.html
They Predicted It, Now Cashing in on US Oil
On the contrary, that’s precisely what they anticipated. They are making a killing selling US oil and gas at the moment.
Scarcity Cycles to Glut: Tight Oil Market Warning
After every period of scarcity comes a glut. Every.Single.Time... Remember that when watching a tight oil market currently
VLCC Joins Three Tankers in Iran‑marked Hormuz Lanes
On top of the 3 oil supertankers that exited the Strait of Hormuz today, another VLCC is crossing it (half-way right now) into the Persian Gulf (in ballast, heading toward Iraq to pick up a cargo for Vietnam). All the...
Easter Week Triggers Broad Energy Price Collapse
Third Gulf War — energy impact: (week-on-week; Apr 2 to Apr 9 due to Easter) Dated Brent oil: ⬇️ -10.9% (physical,no futures) WTI crude oil: ⬇️ -13.4% TTF EU nat gas: ...
Florida Canyon Mine's Life Extends Far Beyond Expectations
@IntegraResource's Florida Canyon Mine will have a far longer mine life than people would expect. CEO @GeorgeSalamis spoke to Mining Stock Daily this week. https://t.co/S9UIFtIp9f $ITR https://t.co/uEaPdW8dj2
Vizsla Copper Forecasts Surge in Metal Prices, Funds Alaska Exploration
"We're gonna see extraordinarily high metal prices at the back end of this year," says Craig Parry at @VizslaCopper. The company announced a US$13.7 million exploration budget for the Palmer Cu-Zn-Ag exploration project in Alaska. $VCU https://t.co/0dFcGdVzOy

Copper Remains as Cheap versus S&P 500 as 2001
Copper $COPPER vs US Markets $SPY. Monthly. Incredibly, Copper is still as cheap relative to the S&P 500 as it was back in 2001! https://t.co/XLECEmoZAS
Trump’s Oil Exports Could Spike U.S. Gas Prices
I wonder what Trump will do when he realizes that selling U.S. oil overseas raises gas prices here. I assume no one will ever tell him.

Steady Lithium Price Rise Preferred Despite Deficit
Mr @Sw197843: Yes, the deficit is here but don’t expect an explosion too soon. A slow & steady price rise is the best thing for #lithium. https://t.co/4cJkLGIYRb

Oil Bulls Overlook Looming Recession Risk
Clearly, the oil bulls are ignoring the elephant in the room: the “R” word. https://t.co/VbwK4xjBeZ
US Industry Relies on Natural Gas, Now 20% Cheaper
For the most part, the US industrial segment runs on natural gas, not oil. And US natural gas prices have dropped by 20% since March 1st.