MINING.COM

US has two months of rare earth supplies left, SCMP reports dlvr.it/TRQ4sV

Fireweed nets $44M to advance zinc, tungsten projects in Canada’s North dlvr.it/TRn9CF

Sigma Lithium soars on cashflow boost from new offtakes dlvr.it/TRn6gY

Agnico buys 14% of Cascadia Minerals, backs Yukon exploration dlvr.it/TRn3zW

Montage boosts Koné gold grade by 20% in Africa dlvr.it/TRn3sD

US bets billions on unproven rare earth players: report dlvr.it/TRmzjS

Canada steps in to save Glencore’s Quebec copper smelter dlvr.it/TRmvRj

Site visit: EnergyX launches first US direct lithium extraction plant in Texas  dlvr.it/TRmKNY

Wells Fargo doubles down on gold price despite slump dlvr.it/TRmJ6L

“I’m a gold person,” Trump says dlvr.it/TRkrP1

$COPPER is pushing higher today, attempting to move back into the range we’ve been watching all year. We’re still ~16% off the January highs, and there’s been a lot more noise lately — Macquarie has emphasized the ‘oversupplied / weak demand’ narrative. Inventories have built, but much of that reflects metal being pulled into the US on arbitrage — so the headlines overstate the signal. At the same time, China is starting to re-engage. SHFE stocks are drawing, and the Yangshan premium has pushed up sharply since early March, now back near ~$70/t — highest since early June. Middle East tensions are creating COVID-era levels of market uncertainty, and copper hasn’t been immune. #Copper #Macro #Commodities #MiningNews #ChinaEconomy

AngloGold confirms economics for 4.9Moz Nevada project, feasibility planned dlvr.it/TRklgl

TMC pushes US seafloor mining hub amid widening losses dlvr.it/TRkbLj

Miners brace as Cyclone Narelle hits Australia dlvr.it/TRkXtG

Macquarie says copper is oversupplied and overpriced dlvr.it/TRk8Pb

RANKED: The World’s Largest Gold Mines Global gold mine production reached a record 3,672 tonnes in 2025, but several top operations are facing significant headwinds. More than half of the world’s top 10 mines—including Nevada, Olimpiada, and Grasberg—failed to maintain prior-year output. From the Grasberg force majeure to aging ore bodies, supply-side flexibility is tightening, just as central banks accelerate buying. 2025 Production Highlights: #1 Nevada Gold Mines (USA): 2,595koz (Barrick/Newmont JV) #2 Muruntau (Uzbekistan): 1,708koz (NMMC) #3 Olimpiada (Russia): 1,357koz (Polyus) See the full Top 20 list and production data here: mining.com/ranked-worlds-… #GoldMining #MiningNews #GoldPrice #NevadaGold #Barrick #Newmont #Commodities

Ivanhoe Atlantic secures Liberia approval for iron ore transport dlvr.it/TRjvlV

Cerro de Pasco gains access to entire Quiulacocha tailings area, shares soar dlvr.it/TRjrCy

SAGA Metals acquires titanium property from Rio Tinto dlvr.it/TRjnhK