The Mining Insider

Logan Ore - The Pro Podcasters
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The Mining Insider - Daily Mining News & Industry Insights Welcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry. What You’ll Get in Every Episode: Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs. Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry. Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry. Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource extraction. Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future. Who Should Listen? Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector. Why Subscribe? Stay informed in just 5 minutes – No fluff, just high-impact mining news. Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond. Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data. Timely & actionable insights – Know what’s happening today and how it affects the future of mining. The Mining Insider: Your Competitive Edge in Mining & Resources With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance. Subscribe today on Spotify, Apple Podcasts, Google Podcasts, or your favorite podcast platform, and join the industry professionals, executives, and investors who rely on The Mining Insider for their daily mining news. Follow us for updates: @TheMiningInsider

  1. 22 h fa

    Agnico Eagle's Barnat Blow, Cigar Lake Goes Dark, Northern Star's New Hand, and India's Aluminum Bet

    The Mining Insider — July 2, 2026 Today's episode covers four material developments from July 1–2, 2026. Agnico Eagle — Barnat Pit Wall Movement: A rock mass movement on July 1 along the north wall of the Barnat open pit at Canadian Malartic in Quebec has prompted a temporary suspension of open-pit mining. No injuries or environmental impact. The company expects the disruption to reduce second-half 2026 production at Canadian Malartic by 60,000 to 80,000 ounces of gold, with further impacts of up to 150,000 ounces per year in 2027 and 2028. Full-year 2026 guidance now expected near the lower end of the 3.3 to 3.5 million ounce range. Cameco — Cigar Lake Suspension: Cameco temporarily suspended mining at Cigar Lake on July 1 after a sulfuric acid plant failure shut down Orano's McClean Lake mill. Cameco expects the mill back online in approximately two weeks and says its 2026 production guidance of 17.5 to 18.0 million pounds remains unchanged — though downside risk was flagged. Northern Star — CEO Transition: Northern Star Resources has named Suresh Vadnagra, currently head of Glencore's nickel and zinc industrial assets, as its next managing director and CEO, effective October 5, 2026. The appointment follows pressure from activist investor Elliott Investment Management, which built a stake worth more than A$1.0 billion. Adani–IHC Aluminum JV — Odisha: Abu Dhabi's IHC and India's Adani Group signed a memorandum of understanding for a 50/50 joint venture targeting an $11.5 billion integrated aluminum complex in Odisha — India's largest-ever foreign investment in mining and metallurgy. Sources: Agnico Eagle press release (CNW/Yahoo Finance), Cameco press release (Business Wire/Reuters), MarketWatch/Australian Mining Review, Business Standard/Reuters. Follow us at The Mining Insider. Host: Logan Ore.

    10 min

  2. 2 gg fa

    South32 Turns Copper, BHP's Diesel Dilemma on Day One, Ghana GoldBod Goes Live, and Iran Walks Away From Doha

    July 1, 2026 — The Mining Insider with Logan Ore Today's stories: 1. South32 Sells Aluminium to Alcoa for $5.6B — Copper Takeover Target: Reuters Breakingviews analysis: South32, freed from its largest non-copper asset, becomes a lean copper miner likely to attract Glencore or BHP (its former parent). Departing CEO Graham Kerr's transformation complete. Brandon Craig starts as BHP CEO today — South32 is directly relevant to his buy-vs-build copper challenge. 2. BHP Craig Day One — 62 Diesel Trucks Ordered at Jimblebar: Alongside the ceremonial launch of 2 battery-electric Cat 793 XE trucks, BHP confirmed 62 new diesel trucks were ordered for Jimblebar, approved to run through at least late 2030s (possibly 2041). ~$500M diesel fleet. Geraldine Slattery: early retirement is 'premature.' Craig must present revised climate action plan to shareholders within 2 years. 3. Ghana GoldBod 30% Offtake Live Today: Effective July 1, the Ghana Gold Board begins purchasing 30% of production from Newmont, Gold Fields, Zijin and all large-scale miners. Settlement in Ghanaian cedis at BoG reference rate minus 0.55%. No free conversion to USD. Gold near $4,906/oz (Gulf News Dubai data). 4. Iran Refuses Doha Meeting — Hormuz Talks Collapse: Iran's Foreign Ministry confirms it will not meet with Kushner/Witkoff delegation in Doha. 60-day MOU clock running. Brent crude faces upward pressure. Iran's FM reiterates mine clearance conducted by Iran alone. Tomorrow's Flashpoint: BHP Port Hedland July 7 critical labor bargaining session — 3 unions, $120M/day iron ore revenue at stake. Hosted by Logan Ore. Sources: Reuters Breakingviews, ABC News Australia, Al Jazeera, Times of Israel, Gulf News.

    9 min

  3. 3 gg fa

    Hormuz Stand-Down Holds as Doha Talks Begin, BHP Craig Takes Command Tomorrow, Murray & Roberts Escapes Business Rescue, and the Copper Tariff Verdict

    June 30, 2026 — The Mining Insider with Logan Ore Today's stories: 1. Hormuz Doha Talks — Fragile Stand-Down: Trump declared Iran requested a meeting in Doha. Kushner and Witkoff flew to Qatar. Iran says its delegation is there to review MOU implementation, not to meet Americans directly. Qatar, Oman and Pakistan mediating. Goldman Sachs: Gulf flows could return to 23M bpd pre-war levels by early July. Brent ~$72.40. 60-day MOU clock running. 2. BHP Day One Tomorrow — Craig's Buy-vs-Build Conundrum: WSJ analysis June 30: Craig inherits Mike Henry's unresolved copper growth challenge. BHP targets 2.5Mt copper equivalent by mid-2030s. Organic path: Resolution, Escondida New Concentrator, Vicuna JV. Acquisition path: Anglo American rejected in 2024; other targets remain. Reuters: strikes (Port Hedland, July 7 session), soaring costs (Jansen $2.3B impairment), M&A — all await Craig on day one. 3. Murray & Roberts Sold for R1.27B: Differential Capital acquires global mining services unit; 2,600 jobs preserved; Cementation Africa and Americas included. R1B on closing + R270M deferred. Closes today, June 30. Part of Nov 2024 business rescue. 4. Section 232 Copper Report Delivered to White House Today: Globe and Mail confirms Commerce may update prior 25% tariff recommendation. No Presidential Proclamation announced. COMEX at record 652,200 tonnes. LME ~$13,100/t. Presidential action could come this week or in coming weeks. Tomorrow's Flashpoint: BHP Brandon Craig Day 1 as CEO (July 1). Ghana GoldBod 30% offtake effective July 1. Hosted by Logan Ore. Sources: Fox News, Al Jazeera, Reuters, India Today, WSJ, BizCommunity, Globe and Mail.

    10 min

  4. 4 gg fa

    Hormuz Ceasefire 2.0, Trump's New Metal Tariff Move, Canada Opens Greenland, and the Copper Tariff Verdict That Arrives Tomorrow

    June 29, 2026 — The Mining Insider with Logan Ore Today's stories: 1. US-Iran Stand Down and Doha Talks: Both sides agree to halt strikes. Talks in Doha begin today, focused on Hormuz shipping operations before wider nuclear/sanctions issues. Iran asserts sole control of corridor; warns ships not to bypass its chosen route (WSJ, Straits Times). Hormuz traffic declining (Bloomberg). IMO convoy evacuations suspended. 2. Trump Signs New Section 232 Tariff Adjustment June 29: AP confirms lowering of some farming equipment tariffs; extension of tariffs on other equipment categories. Follows Proclamation 11032 (effective June 8). Copper-specific Section 232 report is a separate track due to White House tomorrow. 3. Canada First G7 Government to Invest in Greenland Mining: C$7 million non-repayable contribution from Natural Resources Canada to Greenland Resources' Malmbjerg molybdenum open-pit project. Metallurgical program runs through March 2028. By-product recovery of magnesium and rare earth elements under evaluation. Molybdenum classified critical mineral by EU and US. 4. Copper Tariff Deadline June 30 — Three Scenarios: Commerce Dept Section 232 refined copper report due to White House tomorrow. SMM outlines three outcomes: (a) phased tariff confirmed (15% 2027, 30% 2028), (b) targeted product-form/origin measures, or (c) delay/exemption. COMEX inventories at record 652,200 tonnes. LME copper ~$13,100/t. Tomorrow's Flashpoint: Section 232 copper report delivered to White House June 30. Hosted by Logan Ore. Sources: The National, India Today, Wall Street Journal, Straits Times, Bloomberg, AP News, Greenland Resources (primary), Reuters, SMM/Metal.com.

    10 min

  5. 5 gg fa

    Electric Haulage Hits the Pilbara, Iran Eyes Hormuz Control, Barrick Breaks Ground at Fourmile, and the New US Metal Tariff Rulebook

    June 28, 2026 — The Mining Insider with Logan Ore Today's stories: 1. BHP, Rio Tinto and Caterpillar — Battery-Electric Haul Truck Trial Milestone: The two Cat 793 XE Early Learner trucks at BHP's Jimblebar iron ore mine in the Pilbara have logged 100+ operating hours and 200+ test laps. Trial enters dynamic charging phase. Quotes from BHP Australia President Geraldine Slattery and Rio Tinto Iron Ore CEO Matthew Holcz. 2. Hormuz Strategic Standoff: Straits Times analysis — Iran's objective is not just reopening the waterway. It is strategic control: transit fees, missile batteries, up to $40B in annual revenue. Ceasefire technically intact but unraveling. Iran simultaneously resumes UAE trade via Dubai's Jebel Ali Port. 3. US Section 232 Metals Tariff Overhaul — Proclamation 11032 (effective June 8): Agricultural equipment and residential HVAC reduced from 25% to 15%. Mobile industrial equipment (bulldozers, forklifts, cranes) gets new tiered Annex I-C category. US-content threshold for preferred 10% rate lowered from 95% to 85% by weight. All temporary through Dec 31, 2027. 4. Barrick Fourmile — Barminco Wins A$275M Contract: Perenti's Barminco awarded underground development contract for Barrick's fully owned Fourmile gold project in Nevada's Carlin Trend. Indicated resource: 6.3M oz at 12.4 g/t. Contract covers decline development, underground infrastructure and initial stoping. Part of Barrick's broader $3B buyback + development strategy. Tomorrow's Flashpoint: US Section 232 copper tariff report due to White House Monday June 30. Hosted by Logan Ore. The Mining Insider is produced daily for mining executives, operators, investors, suppliers, and analysts. Sources: CIM Magazine, Rio Tinto (primary), Straits Times, Anadolu Agency, BDO USA, ArentFox Schiff, Global Mining Review, Business News Australia.

    11 min

  6. 6 gg fa

    Hormuz Flares Again as Copper Tariff Deadline Looms, BHP Changes Guard, Hudbay Builds a Copper Empire in Arizona

    June 27, 2026 — The Mining Insider with Logan Ore Today's stories: 1. Hormuz Re-Escalation: US and Iran exchange strikes after the Singapore-flagged Ever Lovely is hit by a drone. A second tanker struck Saturday. UK MTOS raises threat to 'substantial.' IMO suspends convoy evacuations. Shipping normalization stalls — direct implications for commodity supply chains. 2. Copper Tariff Deadline June 30: The US Department of Commerce must submit its Section 232 refined copper assessment by Monday. COMEX inventories have surged from 80,000 to a record 652,200 tonnes since early 2025. Goldman Sachs expects copper to breach 4,000/tonne once tariffs formally take hold. 3. BHP — Brandon Craig Takes Command July 1: Final leadership reshuffle announced Friday. Americas split into North and South. Jessica Farrell heads North America (Jansen, Resolution). Edgar Basto moves to Chief Enterprise Performance Officer in September. Craig inherits Port Hedland labor tension, Jansen cost overruns, and copper growth pressure. 4. Hudbay Completes Arizona Sonoran Acquisition: Cactus + Copper World = third-largest copper district in North America. Production pathway: 125,000 t today → 250,000 t by 2030 → 350,000+ t with staged Cactus buildout. CEO Peter Kukielski quoted at close. Tomorrow's Flashpoint: The Commerce Department Section 232 copper report to the White House — Monday, June 30. Hosted by Logan Ore. The Mining Insider is produced daily for mining executives, operators, investors, suppliers, and analysts. Sources: NPR, Bloomberg, Al Jazeera, New York Times, TradingKey, Hudbay Minerals (primary press release), Yahoo Finance, The West Australian.

    11 min

  7. 25 giu

    BHP's New CEO Inherits a Full Inbox, Gold Breaks $4,000, SSR Mining Closes $1.49B Çöpler Sale, Paladin Hits New Uranium Discovery

    The Mining Insider | June 25, 2026 Story 1 — BHP's Brandon Craig Takes Over July 1 Brandon Craig (53) starts as BHP CEO July 1, 2026. Immediate challenges: Port Hedland three-union ultimatum (July 7 next session); $2.3B Jansen Stage 2 overrun (was under Craig's Americas oversight); year-end Copper South Australia smelter expansion decision; Vicuna copper JV (Argentina/Chile). On uranium: 'I would have a really good look at uranium, but scale is hard.' BHP at ~5% global uranium supply via Olympic Dam byproduct. On M&A: bolt-on possible; Glencore–Rio Tinto standstill expiring. Source: Reuters, June 25, 2026. Story 2 — Gold Below $4,000: Seven-Month Low Spot gold fell to $3,983/oz on June 25 — first time below $4,000 since October 2025. US dollar at highest since May 2025. Fed rate hike bets surging. Copper at ~$6.00/lb (six-week low). Silver near December 2025 lows. Impacts: Barrick (Mali dispute), Newmont (Cadia ramp-up), Agnico Eagle all face margin pressure. Standard Chartered targets $5,100 mid-2027; Morgan Stanley $5,200 H2 2026. Source: CNBC, Qatar Day, Trading Economics. Story 3 — SSR Mining Closes $1.49B Çöpler Sale SSR Mining (Nasdaq/TSX: SSRM) closes 80% stake sale of Çöpler mine (Turkey) to Cengiz Holding for ~$1.49B cash. Çöpler suspended Feb 2024 after heap leach pad incident; $261M net loss in 2024. SSR now a pure Americas producer: Cripple Creek & Victor (CO), Marigold (NV), Seabee (SK), Puna (Argentina). Source: Business Wire, June 24, 2026. Story 4 — Paladin Energy: Atlas Uranium Discovery at Patterson Lake South Paladin Energy (ASX/TSX: PDN) confirms Atlas discovery at PLS, Saskatchewan — 3.5km south of Triple R. 7 of 8 holes hit significant mineralisation. Best: 8.0m @ 1.75% U3O8 incl 3.0m @ 4.25% U3O8. First major new discovery at PLS since Paladin's acquisition. Zone open along strike and depth. Uranium spot: ~$85.50/lb. Source: GlobeNewswire, June 25, 2026. RSS Feed: https://feeds.transistor.fm/the-mining-insider

    10 min

  8. 24 giu

    Anglo-Codelco Copper Deal Done, Sherritt Shuts Canada's Only Cobalt Refinery, BHP Ultimatum at Port Hedland, Wall Street Cuts Gold Targets

    The Mining Insider | June 24, 2026 Today's dispatch covers a landmark copper supply deal, a cobalt supply chain disruption driven by geopolitical sanctions, the most serious escalation yet in the Port Hedland labor standoff, and a wave of gold price downgrades from major Wall Street banks. Story 1 — Anglo American + Codelco: Los Bronces–Andina Joint Mine Plan Completed Anglo American (through Anglo American Sur, 50.1%-owned) and Codelco announced completion of their definitive joint mine plan for Los Bronces and Andina copper mines in Chile. Original agreement: September 2025. Unlocks 2.7 million additional tonnes copper over 21 years (~120,000 t/yr), split equally. Operating costs ~15% lower vs. standalone. Shared pre-tax value: $5B+. Environmental permits targeted by 2030. Anglo CEO Duncan Wanblad: 'the next important milestone.' Source: Anglo American press release, June 24, 2026. Story 2 — Sherritt International Shuts Canada's Only Cobalt Refinery Sherritt International (TSX: S) begins controlled shutdown of Fort Saskatchewan, Alberta — the only significant cobalt refinery and one of just three nickel refineries in North America. Cause: US sanctions expanded against Cuba in May 2026, severing feedstock supply from Moa JV in eastern Cuba. Company: no timing guidance for restart. Continues fertilizer/sulphuric acid production. Core cobalt and nickel business at standstill. Story 3 — BHP Port Hedland Final Ultimatum ETU, AMWU, and Western Mine Workers' Alliance issue joint statement: BHP must 'meaningfully negotiate' or face widespread strikes. First unified message from all three unions. Federal Resources Minister preparing to intervene. Next bargaining session: July 7. Port Hedland: $120M/day BHP revenue, $7M/day WA royalties. ETU and AMWU already voted for protected action; WMWA ballot application filed. Story 4 — Wall Street Cuts Gold Targets Deutsche Bank cuts gold forecast up to 22%, targeting $4,300/oz. Goldman Sachs cut year-end target from $5,400 to $4,900 last week. Driver: hawkish Fed, US dollar at one-year high. Silver at lowest since December 2025. Impacts: Barrick (Mali dispute), Newmont (Cadia ramp-up), Agnico Eagle all face margin headwinds. Sources: Anglo American press release (angloamerican.com), Mining.com, Seeking Alpha, The West Australian RSS Feed: https://feeds.transistor.fm/the-mining-insider

    10 min
Elenco completo (102)

Descrizione

The Mining Insider - Daily Mining News & Industry Insights Welcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry. What You’ll Get in Every Episode: Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs. Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry. Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry. Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource extraction. Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future. Who Should Listen? Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector. Why Subscribe? Stay informed in just 5 minutes – No fluff, just high-impact mining news. Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond. Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data. Timely & actionable insights – Know what’s happening today and how it affects the future of mining. The Mining Insider: Your Competitive Edge in Mining & Resources With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance. Subscribe today on Spotify, Apple Podcasts, Google Podcasts, or your favorite podcast platform, and join the industry professionals, executives, and investors who rely on The Mining Insider for their daily mining news. Follow us for updates: @TheMiningInsider

Informazioni

  • Creatore
    Logan Ore - The Pro Podcasters
  • Anni di attività
    2K
  • Puntate
    102
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © Copyright 2026 Logan Ore - The Pro Podcasters
  • Sito web del podcast
    The Mining Insider
  • Fornitore