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. 18h ago

    New Hope and Malabar Agree Coal Merger, South32 and Freeport on Copper Supply, China Beats at 4.5%, and Lithium Hits Year Lows

    New Hope and Malabar Agree a Binding All-Scrip Coal Merger: First, Australia, where two coal producers have signed a binding deal. In an ASX release dated October 19, New Hope Corporation and Malabar Resources said they entered a scheme implementation deed under which New Hope will acquire all the Malabar shares it does not already own. Copper Supply: South32 Holds Guidance, Freeport Leans on Leaching: Meanwhile, two copper producers reported on how they plan to find more metal. First, South32. Reuters reports its first-quarter copper production rose 2 percent on higher planned ore grades, slightly below market expectations. In its September quarter report, South32 said FY27 production guidance is unchanged across all operations, and that Sierra Gorda payable copper equivalent production rose 11 percent on higher grades. China Growth Beats at 4.5%, but Investment Keeps Falling: Next, the demand side. Reuters reports China's economy grew 4.5 percent year on year in the third quarter, beating the 4.4 percent forecast and rebounding from three-year lows. Growth for the first nine months was 4.6 percent, against a government target of 4.5 to 5 percent for 2026, which analysts expect Beijing to reach without additional stimulus. Lithium Slides to Year Lows as Zimbabwe Producers Lobby on Tax: Finally, lithium. Shanghai Metals Market reports the most-traded lithium carbonate futures contract fell 11.79 percent in a single day on October 12, to 104,680 yuan a tonne, breaking below 110,000 yuan for the first time this year. By October 14 it was 100,900 yuan, nearly half the May high of 209,900 yuan. Sources: - New Hope and Malabar ASX release — New Hope and Malabar Agree a Binding All-Scrip Coal Merger: https://malabarresources.com.au/wp-content/uploads/2026/10/New-Hope-and-Malabar-to-Combine-Through-Recommended-Scheme-of-Arrangement-19.10.26.pdf - Reuters via Mining Weekly — New Hope and Malabar Agree a Binding All-Scrip Coal Merger: https://www.miningweekly.com/article/australias-new-hope-to-fold-malabar-resources-into-439bn-coal-group-in-all-scrip-deal-2026-10-19 - South32 Quarterly Report September 2026 — Copper Supply: South32 Holds Guidance, Freeport Leans on Leaching: https://investorpa.com/announcement/358670/ - Reuters via Mining Weekly (South32) — Copper Supply: South32 Holds Guidance, Freeport Leans on Leaching: https://www.miningweekly.com/page/latest-news/feed - Reuters via Fidelity (Freeport) — Copper Supply: South32 Holds Guidance, Freeport Leans on Leaching: https://www.fidelity.com/news/article/default/202610190100RTRSNEWSCOMBINED_L1N46014I_1 - Reuters — China Growth Beats at 4.5%, but Investment Keeps Falling: https://www.reuters.com/5f374b32b07b/world/china/chinas-economic-growth-picks-up-third-quarter-beating-expectations-2026-10-19/ - ABC News Australia markets blog — China Growth Beats at 4.5%, but Investment Keeps Falling: https://www.abc.net.au/news/2026-10-19/asx-markets-business-live-news/107280976 - Shanghai Metals Market — Lithium Slides to Year Lows as Zimbabwe Producers Lobby on Tax: https://news.metal.com/newscontent/104160467-smm-cobalt-lithium-morning-meeting-summary-supply-demand-expectations-diverge-material-prices-under-pressure-industry-chain-prosperity-diverges - Zimbabwe Situation (Business Reporter) — Lithium Slides to Year Lows as Zimbabwe Producers Lobby on Tax: https://www.zimbabwesituation.com/news/lithium-producers-push-for-tax-reforms-royalty-overhaul/ - Anglo American investor calendar — Tomorrow's Flashpoint: https://www.angloamerican.com/investors/investor-calendar

  2. 1d ago

    Centinela Strike Ends at 94% Approval, Gold Fields Takes Northern Star Bid to Investors, and Banks Back Mineral Processing

    Centinela Workers Ratify Deal at 94.49% and the Strike Ends: First, Chile, where the strike at Antofagasta's Centinela copper mine is over. Reuters reports workers from the two unions, Distrito Centinela and Minera Esperanza, ratified an agreement with Antofagasta Minerals on a new collective bargaining contract, and that the company confirmed the deal. A total of 94.49 percent of participating workers voted to approve it. Gold Fields Takes Its Northern Star Bid Directly to Investors: Next, Australia, where the contest for the country's largest gold producer has moved to the shareholder register. The Sydney Morning Herald reports Gold Fields chief executive Mike Fraser spent the week meeting Northern Star institutional investors in Perth, Sydney and Melbourne, after Northern Star's board rejected the approach. Development Banks Adopt a Joint Framework to Back Mineral Processing: Meanwhile, a policy move with long-dated consequences for supply chains. The European Investment Bank reports multilateral development banks have established a collaboration framework to increase joint support for critical raw materials value chains in developing countries, covering mining, processing, manufacturing and recycling. The Asian Development Bank says the heads of the banks met in Manila on October 17 and adopted it. Week Ahead: The Fed Goes Quiet, the Dollar Slips and Oil Climbs: Finally, the setup for the week ahead. Shanghai Metals Market reports the U.S. dollar index fell 0.19 percent overnight to 101.78, down 0.44 percent on the week, ending a four-week winning streak. Federal Reserve Chair Kevin Warsh made no comments on policy at the International Monetary Fund meeting in Bangkok on Friday, and the Fed entered its quiet period on Saturday ahead of its October 27 and 28 meeting, according to Capital Street FX. Sources: - Reuters via Fidelity — Centinela Workers Ratify Deal at 94.49% and the Strike Ends: https://www.fidelity.com/news/article/default/202610180037RTRSNEWSCOMBINED_KBN3VY04C-OUSTP_1 - Reuters via MarketScreener — Centinela Workers Ratify Deal at 94.49% and the Strike Ends: https://au.marketscreener.com/news/striking-unions-at-antofagasta-s-centinela-copper-mine-reach-preliminary-deal-ending-strike-ce785cdade8af123 - Finimize — Centinela Workers Ratify Deal at 94.49% and the Strike Ends: https://finimize.com/content/chiles-centinela-copper-mine-strike-ends-with-new-deal - The Sydney Morning Herald — Gold Fields Takes Its Northern Star Bid Directly to Investors: https://www.smh.com.au/business/companies/the-38b-battle-for-australia-s-top-gold-miner-may-be-just-beginning-20261018-p6167t.html - Dow Jones via Morningstar — Gold Fields Takes Its Northern Star Bid Directly to Investors: https://www.morningstar.com/news/dow-jones/202609281074/northern-star-rejects-27-billion-takeover-proposal-from-gold-fields-3rd-update - HeadTopics (compiled from SMH reporting) — Gold Fields Takes Its Northern Star Bid Directly to Investors: https://au.headtopics.com/news/gold-fields-targets-australia-s-largest-gold-producer-in-88926064 - European Investment Bank — Development Banks Adopt a Joint Framework to Back Mineral Processing: https://www.eib.org/en/press/news/news-development-banks-establish-collaboration-framework-on-critical-raw-materials - Asian Development Bank — Development Banks Adopt a Joint Framework to Back Mineral Processing: https://www.adb.org/news/joint-statement-mdb-heads-advancing-joint-action-amid-global-uncertainty - CanadianMiningReport — Development Banks Adopt a Joint Framework to Back Mineral Processing: https://www.canadianminingreport.com/blog/major-development-banks-back-critical-minerals-processing-could-rare-earth-stocks-benefit - Shanghai Metals Market — Week Ahead: The Fed Goes Quiet, the Dollar Slips and Oil Climbs: https://news.metal.com/newscontent/104162943-us-dollar-ends-4-week-winning-streak-metals-show-mixed-performance-lme-nickel-leads-gains-ny-and-shfe-silver-fall-weekly-crude-oil-climbs-overnight-market - Capital Street FX — Week Ahead: The Fed Goes Quiet, the Dollar Slips and Oil Climbs: https://www.capitalstreetfx.com/market-analysis/daily-commodity-report-17-10-2026/ - Westmetall (LME official prices) — Week Ahead: The Fed Goes Quiet, the Dollar Slips and Oil Climbs: https://www.westmetall.com/en/markdaten.php?action=show_table&field=LME_Cu_cash - Radio Free Europe/Radio Liberty — Week Ahead: The Fed Goes Quiet, the Dollar Slips and Oil Climbs: https://www.rferl.org/a/iran-live-blog-trump-middle-east/33803414.html - Anglo American — Tomorrow's Flashpoint: https://www.angloamerican.com/investors/results-centre-and-presentations/quarterly-production-reporting

  3. 2d ago

    Centinela Strike Ends in Preliminary Deal, Thompson Nickel Changes Hands, and Copper Trades With AI Stocks

    Centinela Unions Reach Preliminary Deal, Ending the Strike: First, Chile, where the strike at Antofagasta's Centinela copper mine looks set to end. Reuters reports workers from the two striking unions reached a preliminary agreement on a new collective contract late on Friday, ending a strike that had lasted more than a week. The Distrito Centinela and Minera Esperanza unions have more than 700 members, and the strike began on October 7 after contract talks failed. Thompson Nickel Complex Changes Hands as Exiro Closes Deal with Vale Base Metals: Next, Manitoba, where the sale of the Thompson nickel operations has closed. Natural Resources Canada says ownership of the Thompson Mine Complex has transferred from Vale Base Metals to Exiro Nickel Company, a consortium led by Exiro Minerals Corp. with Orion Resource Partners and the Canada Growth Fund. A Week in Metals: Inflation, an AI Sell-Off and Oil Above US$100: Meanwhile, the week's markets. Start with gold. Kitco reports spot gold began the week at 4,193 dollars and 59 cents an ounce, reached a weekly high of 4,216 dollars and 91 cents on Monday, and fell to a weekly low of 4,073 dollars and 35 cents at noon Wednesday after hot consumer price data. It finished near 4,165 dollars, down 0.58 percent on the week. Greenland Moves to Ban Deep-Sea Mining as a U.S. Seabed Licence Bid Advances: Next, seabed mining, where two governments are heading in opposite directions. The Copenhagen Post, citing Ritzau, reports Greenland's parliament unanimously adopted a resolution on Thursday directing the government to draft legislation for a temporary ban on deep-sea mining. The ban would run through December 31, 2029, with possible extensions in two-year increments. Iron Ore Rebounds from a Two-Year Low as Grange Approves Savage River Underground: Finally, iron ore. Reuters, via Kitco, reports iron ore rebounded on Friday after touching lows of more than two years the day before. The benchmark November contract in Singapore rose 1.11 percent to 90 dollars and 85 cents a tonne as of 0805 GMT, up 0.2 percent on the week. Dalian's most-traded contract closed daytime trade up 0.07 percent at 672.5 yuan, a weekly loss of 1.5 percent. Sources: - Reuters via MarketScreener — Centinela Unions Reach Preliminary Deal, Ending the Strike: https://au.marketscreener.com/news/striking-unions-at-antofagasta-s-centinela-copper-mine-reach-preliminary-deal-ending-strike-ce785cdade8af123 - Reuters via Mining.com.au — Centinela Unions Reach Preliminary Deal, Ending the Strike: https://mining.com.au/no-breakthrough-in-union-talks-at-centinela-copper-mine/ - Shanghai Metals Market (November output) — Centinela Unions Reach Preliminary Deal, Ending the Strike: https://news.metal.com/newscontent/104155269-centinela-strike-could-cut-november-copper-output-by-half-unions-say - Natural Resources Canada — Thompson Nickel Complex Changes Hands as Exiro Closes Deal with Vale Base Metals: https://www.canada.ca/en/natural-resources-canada/news/2026/10/thompson-mine-complex-transaction-closes-helping-secure-a-stronger-future-for-canadian-nickel.html - Vale Base Metals release via AAP — Thompson Nickel Complex Changes Hands as Exiro Closes Deal with Vale Base Metals: https://aapnews.aap.com.au/aapreleases/cision20261016AE73713 - CBC News — Thompson Nickel Complex Changes Hands as Exiro Closes Deal with Vale Base Metals: https://www.cbc.ca/news/canada/manitoba/thompson-nickel-mine-vale-exiro-9.7384748 - Kitco News (weekly gold review) — A Week in Metals: Inflation, an AI Sell-Off and Oil Above US$100: https://www.kitco.com/news/article/2026-10-16/wall-street-undecided-golds-near-term-trajectory-main-street-flirts-bearish - Kitco News (PM report) — A Week in Metals: Inflation, an AI Sell-Off and Oil Above US$100: https://www.kitco.com/news/article/2026-10-16/gold-silver-diverge-fed-pause-expectations-collide-rising-crude-prices - ET Now — A Week in Metals: Inflation, an AI Sell-Off and Oil Above US$100: https://www.etnownews.com/markets/gold-price-today-october-16-gold-falls-1-this-week-as-inflation-fears-fuel-rate-hike-bets-silver-heads-for-6-weekly-loss-article-156348437 - Reuters via Capital.com — A Week in Metals: Inflation, an AI Sell-Off and Oil Above US$100: https://capital.com/en-eu/news/london-copper-firms-but-heads-for-weekly-loss - Ritzau via Copenhagen Post — Greenland Moves to Ban Deep-Sea Mining as a U.S. Seabed Licence Bid Advances: https://cphpost.dk/2026-10-16/news/round-up/greenland-parliament-backs-temporary-ban-on-deep-sea-mining/ - Reuters via Mining.com — Greenland Moves to Ban Deep-Sea Mining as a U.S. Seabed Licence Bid Advances: https://www.mining.com/web/american-metal-says-us-seabed-mining-exploration-license-application-advances/ - Reuters via Kitco — Iron Ore Rebounds from a Two-Year Low as Grange Approves Savage River Underground: https://www.kitco.com/news/off-the-wire/2026-10-16/iron-ore-price-rebounds-two-year-low-dip-buying-improving-steel - Grange Resources via Surestone — Iron Ore Rebounds from a Two-Year Low as Grange Approves Savage River Underground: https://surestone.com.au/news/asx/grr/grange-approves-a287m-savage-river-underground-mine-2026-10-14 - Anglo American — Tomorrow's Flashpoint: https://www.angloamerican.com/investors/results-centre-and-presentations/quarterly-production-reporting

  4. 3d ago

    Centinela Hunger Strike, Kenmare Cuts Guidance, and Hot Producer Prices Meet Gold

    Centinela Talks Stall as Three Workers Reach Day Seven of a Hunger Strike: First, Chile, where the strike at Antofagasta's Centinela copper mine has no deal. Reuters reports that talks on Thursday between Antofagasta Minerals and the two striking unions made no progress, and that three workers are on the seventh day of a hunger strike. The Distrito Centinela and Minera Esperanza unions represent more than 700 workers and began the strike on October 7, after contract talks collapsed. Kenmare Cuts 2026 Guidance as Takeover Talks Continue: Next, Mozambique, where Kenmare Resources has cut its 2026 production and shipment guidance even as it posted a stronger third quarter. Alliance News reports Kenmare now expects ilmenite production of 710,000 to 750,000 tonnes, down from previous guidance of approximately 800,000 tonnes, citing ongoing commissioning challenges at Wet Concentrator Plant A. Shipments are now expected at approximately 1.05 million tonnes, below the earlier guidance of more than 1.1 million, because delays at other ports restricted vessel loading time at Moma. Producer Prices Jump 1.3% in September, and Gold Holds Above US$4,100: Meanwhile, the macro backdrop ran hotter again on Thursday. Kitco reports U.S. producer prices rose 1.3 percent in September, against a forecast of 0.6 percent. The Labor Department said, "The September increase is the largest advance since rising 1.7 percent in March 2022." Over 12 months, headline producer prices rose 6.3 percent, against an expected 5.3 percent. Core producer prices rose 0.7 percent, against a consensus of 0.3, and 5.0 percent over the year, against 4.4 expected. Iron Ore Slips Below US$90 as Vale's CEO Says Prices Should Be Higher: Next, iron ore, where the price slide has drawn comment from the top of Vale. Bloomberg reports Vale chief executive Gustavo Pimenta said iron ore prices should be "a little higher," as surging energy and freight costs make about 10 percent of global seaborne supply unprofitable. Iron ore futures in Singapore fell below 90 dollars a tonne this week, the first time in two years, and are down about 15 percent in 2026. Zimbabwe Holds the Line on a January 2027 Lithium Concentrate Export Ban: Finally, Zimbabwe, where the clock is running on the lithium concentrate export ban. FurtherAfrica reports the ban is scheduled to take effect in January 2027. On October 9, Information Minister Nick Mangwana said there was no reason to delay it and rejected industry requests for a further extension. Sources: - Reuters via Mining.com.au — Centinela Talks Stall as Three Workers Reach Day Seven of a Hunger Strike: https://mining.com.au/no-breakthrough-in-union-talks-at-centinela-copper-mine/ - Shanghai Metals Market — Centinela Talks Stall as Three Workers Reach Day Seven of a Hunger Strike: https://news.metal.com/newscontent/104160263-chiles-centinela-mine-strike-continues-with-no-progress-workers-on-7-day-hunger-strike - Shanghai Metals Market (November output) — Centinela Talks Stall as Three Workers Reach Day Seven of a Hunger Strike: https://news.metal.com/newscontent/104155269-centinela-strike-could-cut-november-copper-output-by-half-unions-say - BNamericas — Centinela Talks Stall as Three Workers Reach Day Seven of a Hunger Strike: https://www.bnamericas.com/en/features/labor-disputes-involving-around-1700-workers-and-13-deaths-in-2026-put-pressure-on-mining-in-chile - Alliance News via Morningstar — Kenmare Cuts 2026 Guidance as Takeover Talks Continue: https://global.morningstar.com/en-gb/news/alliance-news/1792064524474775800/kenmare-cuts-annual-production-outlook-despite-stronger-third-quarter - Kenmare Resources Q3 2026 Production Report — Kenmare Cuts 2026 Guidance as Takeover Talks Continue: https://finance.yahoo.com/markets/commodities/articles/q3-2026-production-report-060000253.html - Business Post — Kenmare Cuts 2026 Guidance as Takeover Talks Continue: https://www.businesspost.ie/markets/mining-firm-kenmare-resources-slashes-its-2026-output-estimate/ - Kitco News — Producer Prices Jump 1.3% in September, and Gold Holds Above US$4,100: https://www.kitco.com/news/article/2026-10-15/gold-holding-overnight-gains-above-4100-even-us-ppi-rises-63-september - CNBC — Producer Prices Jump 1.3% in September, and Gold Holds Above US$4,100: https://www.cnbc.com/2026/10/15/gold-rebounds-from-one-week-low-as-dollar-slips.html - Shanghai Metals Market (LME copper) — Producer Prices Jump 1.3% in September, and Gold Holds Above US$4,100: https://news.metal.com/newscontent/104160335-inventory-rebounds-while-demand-remains-weak-premiums-stay-high-after-contract-rollover-smm-copper-morning-meeting-minutes - Trading Economics (Comex copper) — Producer Prices Jump 1.3% in September, and Gold Holds Above US$4,100: https://tradingeconomics.com/commodity/copper - Bloomberg — Iron Ore Slips Below US$90 as Vale's CEO Says Prices Should Be Higher: https://www.bloomberg.com/news/videos/2026-10-16/iron-ore-prices-should-be-higher-vale-ceo-says-video - Rio Times — Iron Ore Slips Below US$90 as Vale's CEO Says Prices Should Be Higher: https://www.riotimesonline.com/iron-ore-markets-latam-thursday-october-15-2026 - Perplexity Finance (RIO, BHP) — Iron Ore Slips Below US$90 as Vale's CEO Says Prices Should Be Higher: https://www.perplexity.ai/finance/RIO - Champion Iron preliminary results release — Iron Ore Slips Below US$90 as Vale's CEO Says Prices Should Be Higher: https://finance.yahoo.com/news/champion-iron-announces-fy2027-second-213400112.html - FurtherAfrica — Zimbabwe Holds the Line on a January 2027 Lithium Concentrate Export Ban: https://furtherafrica.com/2026/10/13/zimbabwe-lithium-export-ban-locks-in-2027/ - Business Insider Africa — Zimbabwe Holds the Line on a January 2027 Lithium Concentrate Export Ban: https://africa.businessinsider.com/local/markets/zimbabwes-banned-critical-mineral-now-accounts-for-most-of-the-countrys-mineral/1nlsbtj - Anglo American — Tomorrow's Flashpoint: https://www.angloamerican.com/investors/results-centre-and-presentations/quarterly-production-reporting

  5. 4d ago

    Escondida Strike Cancelled, Antofagasta Guides 2027 Below Consensus, and a Hot CPI Hits Metals

    Escondida Supervisors Ratify a Three-Year Contract and the Strike Is Cancelled: First, Escondida, where the strike that markets had been pricing in has been cancelled. Shanghai Metals Market reports supervisors at the world's largest copper mine approved a new three-year contract with BHP on Wednesday, with about 64 percent of the vote. La Tercera reports the union's 1,020 members ratified the agreement and the negotiating committees signed it. Bloomberg's headline: "BHP Escondida Workers Approve Deal, Averting Copper Strike." Antofagasta Misses on Q3 Copper and Gold, Guides 2027 Below Consensus: Next, Antofagasta, which reported third-quarter production on Thursday. Copper output was 151,900 tonnes, up 7 percent from 142,000 tonnes in the second quarter, but about 2 percent below the company-compiled consensus of 155,000 tonnes, according to Alliance News. Output for the nine months is 436,900 tonnes, down 8.3 percent. Full-year guidance is held at 625,000 to 655,000 tonnes. Hot U.S. Inflation Print Knocks Gold Below US$4,110 and Copper Lower: Meanwhile, the macro backdrop turned on Wednesday. Kitco reports U.S. consumer prices rose 3.7 percent in the 12 months to September, up from 3.4 percent in August and above the 3.6 percent economists expected. Core inflation rose to 2.6 percent, against an expected 2.5. Gasoline rose 9.1 percent in the month and accounted for more than half of the monthly headline increase. China's September Customs Data: Iron Ore and Copper Concentrate Imports Fall: Next, China's September customs data, compiled by Shanghai Metals Market from the General Administration of Customs. Iron ore and concentrate imports were 109.82 million tonnes, down 5.6 percent from September 2025. For January through September, imports were 954.97 million tonnes, up 4.1 percent. Dalian's most-traded iron ore contract settled at 674 yuan a tonne on Wednesday, down 0.81 percent, according to Shanghai Metals Market's daily report. Court Overturns Heritage Block on Regis Resources' McPhillamys Gold Project: Finally, a permitting ruling in Australia. The Federal Court declared invalid a Commonwealth heritage protection declaration that had stalled Regis Resources' McPhillamys gold project near Blayney in New South Wales, Australian Mining reports. The declaration was made in August 2024 by then environment minister Tanya Plibersek and covered 400 hectares, including the planned tailings dam site. Regis launched its challenge in November 2024. Sources: - Shanghai Metals Market — Escondida Supervisors Ratify a Three-Year Contract and the Strike Is Cancelled: https://news.metal.com/newscontent/104157785-escondida-main-union-approves-new-three-year-contract-planned-strike-canceled-smm-analysis - La Tercera — Escondida Supervisors Ratify a Three-Year Contract and the Strike Is Cancelled: https://www.latercera.com/pulso/noticia/minera-escondida-y-sindicato-de-supervisores-sellan-acuerdo-y-evitan-la-huelga/ - Bloomberg — Escondida Supervisors Ratify a Three-Year Contract and the Strike Is Cancelled: https://www.bloomberg.com/news/articles/2026-10-14/world-s-top-copper-mine-faces-strike-as-wage-talks-break-down - Mining.com — Escondida Supervisors Ratify a Three-Year Contract and the Strike Is Cancelled: https://www.mining.com/copper-price-forecasts-lifted-for-2026-but-tariff-collapse-still-on-the-table/ - Antofagasta plc Q3 2026 Production Report — Antofagasta Misses on Q3 Copper and Gold, Guides 2027 Below Consensus: https://www.antofagasta.co.uk/media/4976/20261015_aplc26q3prodreport-oct26-vf.pdf - Alliance News via ii.co.uk — Antofagasta Misses on Q3 Copper and Gold, Guides 2027 Below Consensus: https://www.ii.co.uk/news/antofagasta-flags-cost-pressures-as-2027-outlook-falls-short-of-hopes-al1792050822003579700 - Mining Weekly — Antofagasta Misses on Q3 Copper and Gold, Guides 2027 Below Consensus: https://www.miningweekly.com/article/antofagasta-third-quarter-copper-output-rises-7-backs-2026-forecast-2026-10-15 - BNamericas — Antofagasta Misses on Q3 Copper and Gold, Guides 2027 Below Consensus: https://www.bnamericas.com/en/features/labor-disputes-involving-around-1700-workers-and-13-deaths-in-2026-put-pressure-on-mining-in-chile - Reuters via Mining.com.au — Antofagasta Misses on Q3 Copper and Gold, Guides 2027 Below Consensus: https://mining.com.au/striking-unions-and-centinela-copper-mine-restart-negotiations/ - Kitco News — Hot U.S. Inflation Print Knocks Gold Below US$4,110 and Copper Lower: https://www.kitco.com/news/article/2026-10-14/gold-price-drops-session-lows-us-cpi-heats-september - Perplexity Finance (copper) — Hot U.S. Inflation Print Knocks Gold Below US$4,110 and Copper Lower: https://www.perplexity.ai/finance/HGUSD - Mining.com — Hot U.S. Inflation Print Knocks Gold Below US$4,110 and Copper Lower: https://www.mining.com/copper-price-forecasts-lifted-for-2026-but-tariff-collapse-still-on-the-table/ - Shanghai Metals Market (GAC data) — China's September Customs Data: Iron Ore and Copper Concentrate Imports Fall: https://news.metal.com/newscontent/104157221-gac-copper-semis-imports-fell-65-rare-earth-imports-fell-24-and-aluminum-semis-exports-rose-178-in-the-first-three-quarters - Shanghai Metals Market (copper concentrate) — China's September Customs Data: Iron Ore and Copper Concentrate Imports Fall: https://news.metal.com/newscontent/104157119-chinas-copper-concentrate-imports-fell-both-mom-and-yoy-in-september-2026 - Australian Mining — Court Overturns Heritage Block on Regis Resources' McPhillamys Gold Project: https://www.australianmining.com.au/regis-wins-mcphillamys-court-challenge/ - ABC News — Court Overturns Heritage Block on Regis Resources' McPhillamys Gold Project: https://www.abc.net.au/news/2026-10-14/federal-court-overturns-commonwealth-gold-mine-decision/107260458 - Australian Financial Review — Court Overturns Heritage Block on Regis Resources' McPhillamys Gold Project: https://www.afr.com/companies/mining/court-overturns-plibersek-s-cultural-heritage-block-on-1b-gold-mine-20261014-p615fq - Mugglehead (citing Regis release) — Court Overturns Heritage Block on Regis Resources' McPhillamys Gold Project: https://mugglehead.com/regis-resources-mcphillamys-heritage-declaration-court-ruling/ - CNBC — Tomorrow's Flashpoint: https://www.cnbc.com/2026/10/13/gold-eases-on-firm-dollar-spotlight-on-us-inflation-data.html

  6. 5d ago

    Escondida Reaches Preliminary Deal, Rio Tinto Beats on Pilbara, and Glencore Lists in Australia

    Escondida Reaches Preliminary Deal as a Strike Deadline Passes: First, Chile, where a strike at the world's largest copper mine was pulled back from the brink overnight. Reuters reports BHP and the supervisors' union at Escondida reached a preliminary agreement to avoid a strike, according to two sources familiar with the negotiations. The union, which has 1,020 members, had said it would walk out at 8 a.m. local time on Wednesday. Rio Tinto Beats on Pilbara Shipments as Oyu Tolgoi Copper Climbs: Next, Rio Tinto, which released its third-quarter operations review on Tuesday evening in London. Sharecast reports Pilbara iron ore shipments came in at 85.7 million tonnes for the quarter, up 2 percent from a year earlier and above analyst forecasts of 84.41 million tonnes. Shipments for the year so far stand at 243.4 million tonnes. Rio held its full-year guidance of 323 to 338 million tonnes and would need 79.6 million tonnes in the fourth quarter to reach the low end. Global iron ore sales were 90.8 million tonnes, up 3 percent. Glencore Lists in Australia With a Small Premium and Rio Tinto in the Background: Meanwhile, Glencore has taken a second listing in Australia. Reuters reports the miner's depositary interests opened on the Australian Securities Exchange at 11 dollars and 44 cents Australian, or 603 pence, a small premium to the London close of 582.9 pence on Tuesday. The Australian Financial Review says more than 130 million Australian dollars of shares changed hands on the first day, and Global Banking and Finance reports the shares closed slightly lower at 11 dollars and 23 cents. SSR Mining Offers About US$464 Million in Cash for Roxmore and Its Converse Project: Next, M&A in Nevada. SSR Mining has agreed to buy Roxmore Resources for 6 dollars and 75 cents Canadian in cash per share. SSR's release puts the fully diluted equity value at about 464 million U.S. dollars and the enterprise value at 392 million. The cash price is a 27 percent premium to Roxmore's October 9 close and a 47 percent premium to its 20-day volume weighted average price. Chile's Copper Supply Risks Stack Up as Aurubis Sets a Record Premium: Finally, the supply picture behind the Chilean headlines. Bloomberg reports London copper rose as much as 0.8 percent to 14,695 dollars a tonne, the highest since September 23, with the record near 14,900 set last month. Sources: - Reuters via Mining.com.au — Escondida Reaches Preliminary Deal as a Strike Deadline Passes: https://mining.com.au/bhp-averts-escondida-strike-with-preliminary-agreement/ - Diario Financiero — Escondida Reaches Preliminary Deal as a Strike Deadline Passes: https://www.df.cl/empresas/mineria/sindicato-de-supervisores-y-minera-escondida-no-logran-acuerdo-y-huelga - Bloomberg — Escondida Reaches Preliminary Deal as a Strike Deadline Passes: https://www.bloomberg.com/news/articles/2026-10-14/world-s-top-copper-mine-faces-strike-as-wage-talks-break-down - Bloomberg via Mining.com — Escondida Reaches Preliminary Deal as a Strike Deadline Passes: https://www.mining.com/web/worlds-top-copper-mine-in-final-bid-to-avert-strike-as-prices-rally/ - Rio Tinto — Rio Tinto Beats on Pilbara Shipments as Oyu Tolgoi Copper Climbs: https://www.riotinto.com/en/news/releases/2026/rio-tinto-releases-third-quarter-2026-production-results - Sharecast — Rio Tinto Beats on Pilbara Shipments as Oyu Tolgoi Copper Climbs: https://www.sharecast.com/news/news-and-announcements/rio-tinto-iron-ore-mining-ftse-100-commodities-pilbara-lithium-copper-china-oyu-tolgoi-global-economy-energy-markets-freight-markets-capital-allocation-production-guidance--23843626.html - Reuters via Euronext — Glencore Lists in Australia With a Small Premium and Rio Tinto in the Background: https://live.euronext.com/en/financial-news/glencore-shares-trade-higher-asx-debut-investors-eye-copper - Glencore — Glencore Lists in Australia With a Small Premium and Rio Tinto in the Background: https://www.glencore.com/media-and-insights/news/glencore-begins-trading-on-asx - Australian Financial Review — Glencore Lists in Australia With a Small Premium and Rio Tinto in the Background: https://www.afr.com/markets/equity-markets/mining-giant-glencore-sells-660m-worth-of-shares-on-its-asx-debut-20261014-p615e9 - Global Banking and Finance — Glencore Lists in Australia With a Small Premium and Rio Tinto in the Background: https://www.globalbankingandfinance.com/glencore-shares-start-trading-australia-miner-hopes-boost/ - SSR Mining (via StockTitan) — SSR Mining Offers About US$464 Million in Cash for Roxmore and Its Converse Project: https://www.stocktitan.net/news/SSRM/ssr-mining-announces-the-acquisition-of-roxmore-wur481q8ohxs.html - Mining.com — SSR Mining Offers About US$464 Million in Cash for Roxmore and Its Converse Project: https://www.mining.com/ssr-to-buy-roxmore-for-464m-boosts-value-of-nevada-gold-mine/ - Bloomberg via Yahoo Finance — Chile's Copper Supply Risks Stack Up as Aurubis Sets a Record Premium: https://finance.yahoo.com/markets/commodities/articles/copper-climbs-three-week-high-043720566.html - Mining.com — Chile's Copper Supply Risks Stack Up as Aurubis Sets a Record Premium: https://www.mining.com/chile-copper-supply-under-pressure-as-disruptions-mount/ - Reuters via Mining.com.au — Chile's Copper Supply Risks Stack Up as Aurubis Sets a Record Premium: https://mining.com.au/striking-unions-and-centinela-copper-mine-restart-negotiations/ - Shanghai Metals Market — Chile's Copper Supply Risks Stack Up as Aurubis Sets a Record Premium: https://news.metal.com/newscontent/104157556-aurubis-2027-copper-cathode-long-term-contract-premium-offer-hits-record-high - CNBC — Tomorrow's Flashpoint: https://www.cnbc.com/2026/10/14/gold-prices-hold-firm-ahead-of-us-inflation-data.html

  7. 6d ago

    Landslide Halts Part of El Teniente, Copper Nears a Record, and Uranium's Contract Price Tops 2007

    Landslide Kills Two Workers and Partly Halts Codelco's El Teniente: First, Chile, where another fatal accident has hit the copper sector. Reuters reports Codelco partially suspended operations at El Teniente on Sunday after a landslide killed two workers and left one rescued, according to SERNAGEOMIN, the mining regulator. Shortly before 2 p.m. local time, the slide struck three workers employed by the contractor Aura Ingeniería as they inspected the mine's south pit sector. Copper Reaches a Two-Week High as Chile Risks Stack Up: Next, copper, which kept climbing on Tuesday. Mining.com.au reports London benchmark copper rose as much as 1 percent to 14,688 dollars a tonne, the highest since September 25. Reuters had three-month copper at 14,636 dollars and 50 cents at 0915 GMT, a third straight session of gains and close to the record of 14,875 dollars set last month. Escondida Mediation Clock Ticks as Centinela Talks Resume: Meanwhile, two Chilean disputes hit decision points. First, Centinela. Voluntary mediation between Antofagasta Minerals and the Minera Esperanza and Distrito Centinela unions resumes this morning at 10 a.m. in Antofagasta, Shanghai Metals Market reports. The strike, now in its second week, involves 709 workers, about 22 percent of the direct workforce. The unions warn that if it continues into November, output that month could be halved, while Antofagasta says its full-year outlook is unchanged. Long-Term Uranium Price Tops Its 2007 Peak, but Shares Lag: Next, uranium, where the contract price has quietly set a record. Energy Metal News, a newsletter distributed through PR Newswire, reports the long-term uranium price ended September at 96 dollars and 50 cents a pound, above the 95-dollar peak reached in 2007, citing figures published by Cameco. Investing News also describes the long-term price as hitting a record of about 96 dollars in the third quarter. Arafura Lifts Its Binding NdPr Offtake 70% to 850 Tonnes a Year: Finally, rare earths, where Arafura Rare Earths has firmed up a larger offtake for its Nolans project in Australia's Northern Territory. Proactive reports a binding agreement with an unnamed major global trading company for 850 tonnes a year of neodymium-praseodymium oxide, up 70 percent from the 500 tonnes a year in a term sheet signed in May. Sources: - Reuters via Internazionale — Landslide Kills Two Workers and Partly Halts Codelco's El Teniente: https://www.internazionale.it/ultime-notizie-reuters/2026/10/12/chile-s-codelco-reports-mudslide-at-el-teniente-mine-three-workers-affected - The Rio Times (Cochilco data) — Landslide Kills Two Workers and Partly Halts Codelco's El Teniente: https://www.riotimesonline.com/chile-escondida-copper-output-august-2026/ - LME Insight — Landslide Kills Two Workers and Partly Halts Codelco's El Teniente: https://www.lmeinsight.com/the-lme-weekly-review-5-9-october-2026/ - Mining.com.au — Copper Reaches a Two-Week High as Chile Risks Stack Up: https://mining.com.au/copper-price-hits-two-week-high-on-chile-supply-risks/ - Reuters via Mining.com.au — Copper Reaches a Two-Week High as Chile Risks Stack Up: https://mining.com.au/copper-price-rises-amid-disruptions-zinc-and-aluminium-fall/ - Shanghai Metals Market — Escondida Mediation Clock Ticks as Centinela Talks Resume: https://news.metal.com/newscontent/104154740-mine-labour-negotiations-update-centinela-strike-enters-its-second-week-as-mediation-resumes - CNN Chile — Escondida Mediation Clock Ticks as Centinela Talks Resume: https://www.cnnchile.com/negocios/el-proceso-que-mantiene-en-vilo-a-escondida/ - teleSUR English — Escondida Mediation Clock Ticks as Centinela Talks Resume: https://www.telesurenglish.net/centinela-mine-strike/ - Energy Metal News (PR Newswire, citing Cameco) — Long-Term Uranium Price Tops Its 2007 Peak, but Shares Lag: https://www.centralcharts.com/en/news/5806290-long-term-uranium-price-moves-past-its-2007-peak-while-energy-metals-deals-keep-coming - Investing News Network — Long-Term Uranium Price Tops Its 2007 Peak, but Shares Lag: https://investingnews.com/category/daily/resource-investing/ - Proactive via Yahoo Finance — Arafura Lifts Its Binding NdPr Offtake 70% to 850 Tonnes a Year: https://ca.finance.yahoo.com/news/gina-rinehart-backed-arafura-rare-034300791.html - Rio Tinto (release schedule) — Tomorrow's Flashpoint: https://www.riotinto.com/ - Perplexity Finance (UBS expectation) — Tomorrow's Flashpoint: https://www.perplexity.ai/finance/RIO

  8. Oct 12

    Lithium Slides on EU Hybrid Curbs, Centinela Talks Resume, and Anglo Backs South Africa

    Lithium Carbonate Slides as EU Hybrid Curbs Dent Demand Hopes: First, lithium, which had a rough Monday in China. Shanghai Metals Market quoted spot battery-grade lithium carbonate at an average of 115,400 yuan a tonne, down 6,950 yuan, or about 5.7 percent, from the previous working day. The most-traded futures contract fell as much as nearly 11 percent, to an intraday low of 105,320 yuan, as prices dropped while volume and open interest rose. Centinela Talks Resume Tuesday as Copper Holds Near 14,500 Dollars: Next, copper and Chile's labour front. Reuters reports Centinela and its two striking unions, Minera Esperanza and Distrito Centinela, will resume negotiations Tuesday at 10 a.m. in Antofagasta under a voluntary mediation process proposed by regional labour authorities. Antofagasta Minerals said it welcomed the talks, remains committed to reaching an agreement, and has kept operating during the strike in line with labour law. Gold Edges to a Ten-Day High Ahead of U.S. Inflation Data: Meanwhile, gold started the week firmer. Reuters, via CNBC, reports spot gold rose 0.3 percent to 4,206 dollars an ounce, its highest since October 2. December U.S. futures gained 0.3 percent to 4,230 dollars and 40 cents. Spot silver rose 0.5 percent to 61 dollars and 12 cents, platinum gained 1 percent to 1,704 dollars and 70 cents, and palladium climbed 1.2 percent to 1,161 dollars and 81 cents. Anglo American Backs South Africa With an 11-Billion-Rand Sishen Project: Next, South Africa, where Anglo American's chief executive made the case that the country remains a premier mining jurisdiction. Engineering News, reporting on a Joburg Indaba conversation covered by Mining Weekly, says Anglo is investing 11.2 billion rand in an ultra-high dense media separation iron ore project at Sishen in the Northern Cape. That is about 680 million U.S. dollars, or roughly 970 million Canadian. Atalaya's Touro Copper Project Wins EU Strategic Status: Finally, Spain, where a copper project in Galicia has joined the European Union's strategic list. Atalaya Mining announced Monday that Proyecto Touro, held through its local entity Cobre San Rafael, was designated a strategic project under the Critical Raw Materials Act. It follows last week's European Commission selection of 46 projects across the bloc. Sources: - Shanghai Metals Market (lithium analysis) — Lithium Carbonate Slides as EU Hybrid Curbs Dent Demand Hopes: https://news.metal.com/th/newscontent/104152430-smm-analysis-weak-demand-expectations-dominate-spot-lithium-carbonate-falls-below-the-110000-yuan-mark - Shanghai Metals Market (midday comment) — Lithium Carbonate Slides as EU Hybrid Curbs Dent Demand Hopes: https://news.metal.com/newscontent/104151989-metals-broadly-rose-lithium-carbonate-fell-below-the-110000-mark-shfe-copper-shfe-zinc-shfe-tin-and-shfe-gold-led-the-gains-shfe-silver-led-the-rally-smm-midday-comment - Reuters via Mining.com.au — Centinela Talks Resume Tuesday as Copper Holds Near 14,500 Dollars: https://mining.com.au/chiles-centinela-copper-mine-unions-to-resume-talks-amid-strike/ - teleSUR English — Centinela Talks Resume Tuesday as Copper Holds Near 14,500 Dollars: https://www.telesurenglish.net/centinela-mine-strike/ - Shanghai Metals Market (Escondida mediation) — Centinela Talks Resume Tuesday as Copper Holds Near 14,500 Dollars: https://news.metal.com/newscontent/104144101-bhp-seeks-formal-mediation-at-escondida-temporarily-delaying-strike-at-worlds-largest-copper-mine - Shanghai Metals Market (copper morning meeting) — Centinela Talks Resume Tuesday as Copper Holds Near 14,500 Dollars: https://news.metal.com/newscontent/104150645-supply-marginally-loosening-high-prices-may-be-hard-to-sustain-smm-copper-morning-meeting-summary - Reuters via CNBC — Gold Edges to a Ten-Day High Ahead of U.S. Inflation Data: https://www.cnbc.com/2026/10/12/gold-gains-on-weaker-oil-dollar-us-inflation-data-in-focus.html - Engineering News (Creamer Media) — Anglo American Backs South Africa With an 11-Billion-Rand Sishen Project: https://www.engineeringnews.co.za/article/south-africa-remains-premier-mining-jurisdiction-anglos-wanblad-assures-2026-10-11 - Atalaya Mining (RNS via Investegate) — Atalaya's Touro Copper Project Wins EU Strategic Status: https://www.investegate.co.uk/announcement/rns/atalaya-mining--atym/touro-declared-strategic-project-/9816840 - Mining Technology (EU 46 projects) — Atalaya's Touro Copper Project Wins EU Strategic Status: https://www.mining-technology.com/news/ec-46-projects-raw-material-supply/ - Perplexity Finance (UBS expectation) — Tomorrow's Flashpoint: https://www.perplexity.ai/finance/RIO

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About

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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  • Creator
    Logan Ore - The Pro Podcasters
  • Years Active
    2026
  • Episodes
    137
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Logan Ore - The Pro Podcasters
  • Show Website
    The Mining Insider

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