MINING.COM

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

Energy price volatility has long-tail effects on commodities, says manganese producer dlvr.it/TRbNYv

Development Timelines: Copper Mines vs. AI Data Centers ⏲️ AI infrastructure scales in 18-24 months. New copper mines take an average of 17.9 years. Read the full breakdown: miningvisuals.com/post/the-17-9-…

Gold mining stocks on track to erase 2026 gains as rate-cut outlook shifts. The NYSE Arca Gold Miners Index fell as much as 10% Thursday, hitting its lowest level since December and putting the sector on track to end the year in the red. Gold bullion has declined about 13% since the start of the Iran war, while oil remains above $100 a barrel, complicating expectations for US rate cuts. “For now, investor attention is on margins and the potential double whammy of lower gold prices and higher energy costs,” says Jefferies analyst Christopher Lafemina. Rebounds for major producers like Newmont ($NEM) and Agnico Eagle ($AEM) are now contingent on oil stabilization and easing rate pressures. #Gold #Mining #Stocks #Investing #Fed #Macro #GDX #GoldPrice

Myriad Uranium sells New Mexico project to tech venture for 6X return dlvr.it/TRbGGn

Freeport-McMoRan ($FCX) estimates the El Abra expansion in Chile will drive a 330% surge in copper output. Compared with 91,000 tonnes produced last year, the $7.5B investment aims to reach 318,000 tonnes annually. This shift could propel El Abra from the 17th to the third-largest copper operation in Chile. • Scale: Largest environmental filing in Chile since 1992. • Ownership: 51/49 joint venture between Freeport and state-owned Codelco. • Schedule: Permitting expected to take ~3 years, with operations targeted for 2033. #Copper #SupplyChain #FCX #Codelco #MiningNews #Chile #Macro

Teck’s undisclosed royalty worth billions on Barrick’s Fourmile could stymie IPO plans dlvr.it/TRbCmD

Aclara closes in on new rare earth supply chain outside China dlvr.it/TRb95n

Silver X raises $50M in oversubscribed debt placement dlvr.it/TRb90b

WGC launches initiative to develop open platform for digital gold dlvr.it/TRb5xS

Gold and silver prices plunge as oil shock fuels inflation risks dlvr.it/TRb319

Newcore Gold lifts Enchi’s resource by 24% in Ghana dlvr.it/TRb2hY

Chilean court revives $2.5B Dominga project permit dlvr.it/TRZzP9

PDAC JV Video: Great Western fast-tracks Nevada tungsten drilling @Mining_great (LSE-AIM: $GWMO) will accelerate drilling at its Defender–Pine Crow tungsten project in Nevada after raising ~£3.25M, with CEO Ed Loye aiming to deliver a maiden resource by year-end. #mining #miningnews #tungsten mining.com/joint-venture/…

PDAC JV Video: Onyen Flags Weak Disclosure Risk for Miners’ Funding Miners that cannot back up sustainability and governance claims with hard data risk losing access to capital as disclosure rules tighten and lenders demand proof, Onyen founder and CEO Laurie Clark said. #mining #miningnews mining.com/joint-venture/…

JV article: Antimony Resources targets ‘world’s highest-grade deposit’ @AtmyResources (CSE: $ATMY) says it has uncovered one of the world’s highest-grade antimony deposits in New Brunswick just as global prices for the metal have surged to record levels. #mining #miningnews #basemetals mining.com/joint-venture/…

JV article: Trinity Consultants sees early gains under Ontario’s new rules Ontario’s new One Project, One Process framework is already helping streamline approvals for @FrontierLithium’s (TSXV: FL; OTC: LITOF) PAK project, with coordinated reviews benefiting its mine and road plans, according to @TrinityConsults. #mining #miningnews #Nickel mining.com/joint-venture/…

Freeport seeks permit for $7.5B Chile copper expansion dlvr.it/TRZs4c

Orla secures final permit to advance underground mining at Camino Rojo dlvr.it/TRZLKX

Since 2025, the US has invested $1B+ in Latin American critical minerals to secure supply chains. Meanwhile, Chile is advancing 13 copper projects worth $14.8B toward 2026 milestones. Key Projects to Watch: • Starting Operations: Anglo/Glencore’s Collahuasi (C20+), Codelco’s Rajo Inca, and Andes Iron’s Dominga. • Under Construction: BHP’s Spence and Capstone’s Santo Domingo represent a combined $7.7B in new spending. • Output Impact: Consultancy GEM estimates this pipeline could lift Chile’s output to 5.6M tonnes. With global demand set to double by 2035, these projects provide a vital buffer against a looming deficit. #Copper #Mining #Chile #Geopolitics #Investing #EnergySecurity