23 items across 17 digests
Barrick Gold warns of significant budget and timeline increases for the Reko Diq copper project in Pakistan's Balochistan province. This delay affects one of the world's largest undeveloped copper deposits, potentially tightening future copper supply for technology and infrastructure sectors.
United States Antimony has restarted mining operations in Montana after extracting approximately 800 tons of antimony ore during the previous mining period. This restart addresses critical mineral supply concerns as antimony is essential for defense applications and battery technologies.
Coronado Global Resources CEO Douglas Thompson will resign effective March 31, with executive chair Gerry Spindler becoming interim CEO. This leadership change at the US-focused coal company could signal strategic shifts in fossil fuel operations amid energy transition pressures.
Hudbay Minerals Inc. (HBM-TSX, NYSE) affirmed its 2026 production guidance and issued new copper and gold output targets for a three-year period. This production visibility provides supply chain analysts with clearer forecasts for two critical metals essential to renewable energy infrastructure and electronics manufacturing.
New Brunswick is seeking private partners to revive a US$1 billion antimony mine project. This initiative addresses critical mineral supply security as antimony is essential for defense applications and flame retardants.
Australia-listed Terramin has secured land access and begun site preparation at its Tala Hamza zinc project in Algeria after resolving constraints with Algerian government agencies. This development advances a key zinc supply project, which matters to investors and supply chain analysts as zinc is essential for galvanizing steel and battery applications amid growing infrastructure and energy storage demands.
Fitzroy Minerals shares gained following positive Chilean copper drilling results. Copper remains critical for EV infrastructure and renewable energy buildout, making exploration success significant for the energy transition.
New Gold completed its previously announced share arrangement with Coeur Mining. This transaction reshapes the precious metals mining landscape as companies consolidate assets and operations.
Exxaro Resources reports strong financial results with 3% revenue growth to $41.8 billion despite challenging conditions, while advancing renewable energy diversification strategy. The company's pivot toward renewables reflects broader mining sector transformation amid energy transition demands.
Northern Star Resources shares dropped significantly after the Australian gold producer cut its output guidance. As Australia's largest primary-listed gold producer, this production shortfall could affect global gold supply dynamics.
Brian Leni from Junior Stock Review highlights gold and copper as having strong momentum with favorable risk/reward profiles. His commentary suggests continued strength in commodity markets driven by infrastructure and technology demand.
Travis Kalanick launched Atoms, a new robotics company that will absorb his CloudKitchens ghost kitchen business and expand into mining and transport sectors. This diversification signals potential automation and robotics applications across traditional industries including critical minerals extraction.
Spanish Mountain Gold reports significant drilling results with 116.80 metres of 1.20 g/t gold within a larger 282.50-metre interval grading 0.70 g/t gold. These results indicate substantial gold mineralization that could support future production and investment.
Brixton Metals Corp. shares surged following announcement of high-grade silver drilling results from their Ontario project. The positive exploration results indicate potential for significant silver resource expansion, which could impact precious metals supply chains and mining sector valuations.
Merafe Resources reported severe financial declines with 31% revenue drop to R5.84-billion and 72% decrease in headline earnings per share to 12.2c, attributed to idled smelters. The company's struggles reflect broader challenges in the mining sector amid commodity price volatility and operational difficulties.
South Africa's Minerals Council acknowledges Eskom's improved energy availability of 68.5% but raises concerns about tariff methodology and costs. Reliable and affordable electricity is critical for mining operations, particularly energy-intensive rare earth element processing and mineral extraction.
African Rainbow Minerals founder Dr. Patrice Motsepe stepped down as executive chairman while reporting strong half-year results and expressing optimism about South Africa's mining future. ARM is a significant diversified mining company with exposure to various critical minerals.
Tajiri Resources intersected significant gold mineralization at its Yono Project in Guyana with 32m @ 1.1g/t gold within a broader 50m @ 0.7g/t zone. The project is strategically located near G Mining Ventures and G2 Goldfields operations.
Americore Resources provided updates on activities at its 100%-owned Trinity Silver Project in Nevada. The company continues development work at this precious metals exploration property.
King Global Ventures reported multiple high-grade gold and silver grab samples that outline an expanded mineralized structure at the Silver Cord project. These precious metals discoveries could support supply chains for electronics and renewable energy components.
Panther Metals provides update on Obonga Project's Wishbone VMS (Volcanogenic Massive Sulfide) exploration in Canada. VMS deposits typically contain copper, zinc, lead, and precious metals critical for electronics and renewable energy infrastructure.
Lahontan Gold is preparing a resource update as production approaches at their gold mining operations. The company appears to be transitioning from exploration to production phase, indicating project advancement.
Market consensus is strengthening around continued robust platinum pricing due to favorable supply-demand fundamentals. Northam Platinum is positioned strategically with its growth profile in the platinum group metals sector.