The Mining Insider

Logan Ore - The Pro Podcasters

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. hace 1 día

    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

  2. hace 2 días

    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

  3. hace 3 días

    Energy Fuels Acquires Germany's VAC for $1.9 Billion, BHP Tables Port Hedland Offer, Mali Presses $512M Barrick Claim, Minnesota Mining Ban Overturned

    The Mining Insider | June 23, 2026 Today's dispatch covers four developments that span rare earth supply chain consolidation, one of Australia's most consequential labor standoffs in decades, a high-stakes sovereign dispute in West Africa, and a landmark policy reversal in the American heartland. Story 1 — Energy Fuels + VAC: A $1.9 Billion Mine-to-Magnet Bet Energy Fuels (NYSE: UUUU) announced a definitive agreement to acquire Vacuumschmelze GmbH (VAC) from Ara Partners for approximately $1.9 billion in cash and stock. The deal combines Energy Fuels' uranium and rare earth mining assets — including White Mesa Mill, which last week secured a conditional $725M Department of Defense loan — with VAC's rare earth magnet manufacturing capacity in Hanau, Germany. Transaction: $718M cash + 65.85M newly issued shares. Expected close: early 2027. Goldman Sachs advised Energy Fuels; Jefferies advised VAC. Story 2 — BHP Port Hedland: Draft Offer Tabled, July 7 Next BHP's Australian president Geraldine Slattery tabled a draft enterprise agreement at Port Hedland Tuesday, the first concrete offer in months of talks with three unions (ETU, AMWU, Western Mine Workers' Alliance). Unions seeking $249,000 base salaries by 2028. Unions say 'still some way' from a deal. No industrial action anticipated before July 7 follow-up. Port Hedland: ~$120M/day in BHP iron ore revenue, $7M/day WA royalties. Story 3 — Barrick vs. Mali: $512 Million and Rising Pressure Mali's junta demands 300 billion CFA francs (~$512M) from Barrick Gold in backdated taxes, customs duties, and contested dividends from its 20% stake in Loulo-Gounkoto (650,000–700,000 oz/year gold). Barrick denies allegations, cites $10B+ contributed to Mali economy. Junta has previously detained staff; settlement range $350–450M floated. Story 4 — Minnesota's Twin Metals: The Ban Is Gone President Trump signed a Congressional Review Act resolution on April 27, 2026, overturning Public Land Order 7917 — the Biden-era withdrawal of 225,000 acres of Superior National Forest. Twin Metals Minnesota (Antofagasta subsidiary) targeting the Duluth Complex: estimated 95% of US nickel, 88% cobalt, ~33% copper. Initial capex: $1.7B+. DOI record of decision expected late summer; full environmental review still required (3–5 years). Sources: PR Newswire (Energy Fuels), The West Australian, Nikkei Asia, Skillings Mining Intelligence RSS Feed: https://feeds.transistor.fm/the-mining-insider

    10 min

  4. hace 4 días

    US-Iran Talks Secure Hormuz Roadmap, China Bans Rare Earth Exports to MP Materials, Pentagon Backs Energy Fuels With $725 Million, and Newmont Cadia Hit by Twin Quakes

    Episode Date: June 22, 2026 | Host: Logan Ore On today's Mining Insider: US-Iran Switzerland talks: 60-day roadmap agreed; Hormuz communication line established; Brent at $78; VP Vance calls talks 'historic'; technical discussions continue through the week China rare earth ban: 10 US entities on export control list — MP Materials and USA Rare Earth named; immediate full prohibition (upgrade from licence requirement); 46 more US firms hit by China finance ministry procurement ban Energy Fuels Pentagon loan: $725M conditional 20-year senior-secured loan from DoD Office of Strategic Capital; White Mesa Mill, Blanding Utah; NdFeB magnets for F-35s and EV drivetrains; mine-to-magnet supply chain Newmont Cadia: mag 3.4 + 3.2 earthquakes June 19-20; second halt in 9 weeks; no injuries, no structural damage; staged restart Sunday; Cadia = ~11% of Newmont NAV Tomorrow's Flashpoint: BHP-ETU meeting June 23 — most consequential labor discussion yet; strike notice could follow this week if talks fail; $120M/day in iron ore revenue at risk. Sources: ProtoThema/Reuters, CNBC, India Today, InvestingLive/China MofCOM, Skillings Mining Intelligence, MarketScreener/Newmont ASX announcement

    11 min

  5. hace 5 días

    Iran Closes Hormuz Again, Trump's Copper Tariff Decision Looms, and All Three BHP Port Hedland Unions Now Have Active Strike Ballots

    Episode Date: June 21, 2026 | Host: Logan Ore On today's Mining Insider: Strait of Hormuz: Iran re-closes June 20 citing Israeli ceasefire violations; 55 merchant ships still transited per US CENTCOM; Brent at $80, 30% below March peak of $118; US-Iran talks in Switzerland; energy costs and LNG directly affecting global mining operating economics Trump Copper Tariff: Commerce Department Section 232 review due end of June; phased tariff scenario 15% Jan 2027 / 30% 2028; Comex-LME premium elevated; front-running stockpile builds underway; Canadian producers positioned to benefit BHP Port Hedland: AWU files FWC ballot application June 18 — third union; ETU and AMWU already voted in favor; ~250 of ~450 covered workers union members eligible to strike; 5-day notice could come as early as this week; $120M/day revenue at risk Tomorrow's Flashpoint: US-Iran Switzerland talks — outcome before markets open Monday determines whether energy cost normalization continues or oil spikes again. Sources: Argus Media, Bloomberg/Yahoo Finance, Reuters, This Day Live, Canadian Mining Report, Fair Work Commission records

    9 min

  6. hace 6 días

    Newmont's Red Chris Block Cave Gets BC Green Light, Vale and Glencore Form Sudbury Copper Partnership, Ghana Weighs Seizing Gold Fields' Biggest Mine, and Pilbara Minerals Doubles Down on Lithium

    Episode Date: June 20, 2026 | Host: Logan Ore On today's Mining Insider: Newmont Red Chris Block Cave: BC grants Environmental Assessment Certificate and Mines Act permit; 20Moz gold + 13B lbs copper resource; several billion in capex; FID targeted late 2026; 1,800 construction jobs; mine life to mid-2040s Vale Base Metals + Glencore Sudbury JV: brownfield copper project; 880,000t copper over 21 years; $1.6–$2B capex; equal-partner JV upon study completion Ghana / Gold Fields Tarkwa: government weighs local-company transfer when leases expire April 2027; royalties raised to 12%; Gold Fields in active renewal discussions Pilbara Minerals P2000: $175M pre-FID approved; doubles Pilgangoora to 2 Mtpa; full project $1.2B; first ore 2029; FID Q4 2026 Flashpoint: BHP Port Hedland — three-union ultimatum expires this weekend; five-day strike notice may follow Monday. Sources: Mining.com, Imperial Metals GlobeNewswire, Bloomberg / Business Insider Africa, The West Australian, Grafa/Reuters, Vale investor day filing

    11 min

  7. 19 jun

    BHP's $2.3 Billion Potash Blowout, Port Hedland Strike Ultimatum, Rio Tinto's Structural Reset, and Alamos Gold Cuts Full-Year Guidance After Mine Seismicity

    Episode Date: June 19, 2026 | Host: Logan Ore On today's Mining Insider: BHP flags a $2.3 billion impairment on Jansen Stage 2 as costs rise to $6.9 billion — third overrun in three years; first production pushed to FY2031 Three unions (AWU, AMWU, ETU) issue joint final ultimatum to BHP at Port Hedland; $120M/day revenue and $7M/day WA royalties at risk Rio Tinto restructures into three product groups (Iron Ore; Aluminium & Lithium; Copper) effective immediately; Borates and Iron & Titanium placed under strategic review Alamos Gold cuts Q2 guidance to 130,000–135,000 oz (–12%) after seismic events at Young-Davidson; full-year production below low end of guidance Sources: Reuters, Bloomberg, Mining.com, The West Australian, Rio Tinto exchange announcement, Alamos Gold GlobeNewswire/SEC 6-K

    10 min

  8. 18 jun

    BHP Port Hedland Strike Widens as Third Union Joins, Oyu Tolgoi Blockade Tests Mongolia's Revenue Patience, China Hits Back at G7 Minerals Cap, and Hudbay Breaks Ground at Copper Mountain

    The Mining Insider — June 18, 2026. Host: Logan Ore. Today's stories: 1. BHP Port Hedland faces a three-union strike as the AWU files a protected action ballot — joining ETU (100% vote) and AMWU (89% vote); Resources Minister Madeleine King issues a public please explain to BHP; strikebreakers reportedly recruited at up to $93/hr; BHP warns $120M/day in revenue and $7M/day in WA royalties at risk. 2. Mongolian Radical Reform Movement blockades the Oyu Tolgoi copper mine road to China on June 17 — exports resume within 24 hours (Bloomberg); each week of blockade would cost Mongolia US$13.3M; Oyu Tolgoi contributes 9% of Mongolia's tax revenue; government holding 34% seeks renegotiation toward 60% profit share. 3. China's Foreign Ministry calls G7's 60% concentration cap a 'small clique' move breaking international trade rules; defends State Council Decree 839 as standard international practice; urges G7 to comply with market economy principles. 4. Hudbay Minerals commences construction on New Ingerbelle expansion at Copper Mountain, BC — mine life extended past 2040; 750,000t copper, 900,000 oz gold, 5.5M oz silver; C$11.5B BC GDP contribution; 800+ jobs; permits and community agreements secured. Sources: The West Australian, WSWS/AAP, Northern Miner, Bloomberg, Mining Technology, Straits Times, Reuters, IndexBox/Hudbay.

    11 min
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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

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  • Creador
    Logan Ore - The Pro Podcasters
  • Años de actividad
    2 k
  • Episodios
    96
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    © Copyright 2026 Logan Ore - The Pro Podcasters
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