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The Mining Insider

The Mining Insider

Di: 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: @TheMiningInsiderCopyright 2026 Logan Ore - The Pro Podcasters Politica e governo
Episodi
  • Abu Dhabi's IRH Approaches Kenmare, Perseus Says Few Gold Deals Close, and Belarusian Potash Heads for New Orleans

    Abu Dhabi's IRH Approaches Kenmare, Perseus Says Few Gold Deals Close, and Belarusian Potash Heads for New Orleans
    Oct 7 2026
    Abu Dhabi's IRH Makes a Cash Approach for Kenmare Resources: First, a takeover approach in mineral sands. Kenmare Resources, the Dublin-based miner of titanium minerals, confirmed on Tuesday that it has received a non-binding proposal from International Resources Holdings, known as IRH, for a possible cash offer for all of its issued and to be issued shares. In its statement the board said it "notes recent press speculation and confirms that it has received a non-binding proposal." Perseus Says Gold Dealmaking Is Busy, but Few Deals Close: Next, gold dealmaking, where talk is running ahead of completions. Perseus Mining chief executive Craig Jones told Reuters late Tuesday that sector deal activity is strong but that closing is another matter. In his words, "There's a lot of activity, but not necessarily a lot of completion." UBS Expects BHP and Rio Tinto Volumes Up as Iron Ore Sits Near US$91: Meanwhile, in iron ore, shipments are rising into a weak price. UBS analysts, including Myles Allsop and Lachlan Shaw, say iron ore has fallen to about 91 U.S. dollars a tonne, with free-on-board prices at more than ten-year lows, according to Proactive Investors. First Belarusian Potash Cargo in Four Years Heads for New Orleans: Next, potash, where a single ship is carrying a lot of politics. Investing News reports that a 30,000-tonne cargo of Belarusian potash, the first to the United States in four years, is due at New Orleans on October 14. It left Russia's Bronka port, near St. Petersburg, on September 15. Gold Slips About 1% Ahead of Fed Minutes as the Dollar Firms: Finally, gold, which is lower this morning with the Federal Reserve's September minutes due later today. Reuters, via Asharq Al-Awsat, reports spot gold fell 0.98 percent to 4,122 dollars and 73 cents an ounce by 0905 GMT. December U.S. futures fell 0.91 percent to 4,149 dollars. The dollar index rose 0.4 percent. Silver fell 2.2 percent to 60 dollars and 36 cents, platinum fell 3 percent to 1,650 dollars, and palladium fell 2.7 percent to 1,141 dollars. Sources: - Kenmare Resources plc (Rule 2.4 announcement) — Abu Dhabi's IRH Makes a Cash Approach for Kenmare Resources: https://www.kenmareresources.com/rns/2026-oct-statement-regarding-possible-offer/ - The Irish Times — Abu Dhabi's IRH Makes a Cash Approach for Kenmare Resources: https://www.irishtimes.com/business/2026/10/06/abu-dhabi-mining-firm-runs-rule-over-kenmare-resources/ - Reuters — Perseus Says Gold Dealmaking Is Busy, but Few Deals Close: https://www.reuters.com/world/africa/perseus-says-gold-ma-activity-high-deals-hard-close-over-price-uncertainty-2026-10-07/ - Discovery Alert — Perseus Says Gold Dealmaking Is Busy, but Few Deals Close: https://discoveryalert.com/news/gold-ma-northern-star-gold-fields-bid-october-2026/ - Proactive Investors (UBS research) — UBS Expects BHP and Rio Tinto Volumes Up as Iron Ore Sits Near US$91: https://www.proactiveinvestors.com/companies/news/1099662/ubs-sees-bhp-and-rio-tinto-leading-iron-ore-quarter-as-prices-hit-more-than-10-year-lows-1099662.html - IG — UBS Expects BHP and Rio Tinto Volumes Up as Iron Ore Sits Near US$91: https://www.ig.com/uk/news-and-trade-ideas/uk-miners-trading-update--rio-tinto--antofagasta-and-peers-navig-261006 - Reuters (Glencore ASX listing date) — UBS Expects BHP and Rio Tinto Volumes Up as Iron Ore Sits Near US$91: https://www.reuters.com/company/rio-tinto-plc/ - Shanghai Metals Market — UBS Expects BHP and Rio Tinto Volumes Up as Iron Ore Sits Near US$91: https://news.metal.com/en/newscontent/104144101-bhp-seeks-formal-mediation-at-escondida-temporarily-delaying-strike-at-worlds-largest-copper-mine - Investing News Network — First Belarusian Potash Cargo in Four Years Heads for New Orleans: https://investingnews.com/us-recieves-potash-from-belarus/ - Reuters via Asharq Al-Awsat — Gold Slips About 1% Ahead of Fed Minutes as the Dollar Firms: https://english.aawsat.com/business/5326933-gold-down-1-dollar-gains-fed-minutes-focus - Mining.com via GhanaWeb — Gold Slips About 1% Ahead of Fed Minutes as the Dollar Firms: https://www.ghanaweb.com/GhanaHomePage/NewsArchive/Top-50-miners-lose-264-billion-as-gold-rally-fades-2055373
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    12 min
  • BHP Pauses Escondida Strike With Mediation, Top 50 Miners Lose US$264 Billion, and Greenland Approves Tanbreez Plan

    BHP Pauses Escondida Strike With Mediation, Top 50 Miners Lose US$264 Billion, and Greenland Approves Tanbreez Plan
    Oct 6 2026
    BHP Asks Chile to Mediate, Pausing an Escondida Strike That Could Have Started Today: First, Chile, where the strike clock at the world's largest copper mine has been reset. The Rio Times reports the supervisors' union at Escondida, Sindicato Number Two, said a strike would take effect today, October 6. On Monday, BHP asked Chile's labour inspectorate to mediate, which suspends the approved strike while talks proceed. September Wipes US$264 Billion Off the World's Top 50 Miners as Gold Slides: Next, the scoreboard. A mining.com ranking reports the world's 50 most valuable mining stocks lost 264 billion dollars in September, the second-largest monthly decline since the series began at the end of 2019, leaving the group worth 2.26 trillion dollars. Only March was worse, at 434 billion. September erased three quarters of August's record 357 billion dollar advance. Court Clears Partial Restart of Vale's Fábrica Mine: Meanwhile, in Brazil, a court has approved a partial restart of Vale's Fábrica iron ore mine in Ouro Preto, Minas Gerais, according to the Rio Times. The ruling removes a legal obstacle, though the report gives no production tonnage, restart date or ramp-up schedule. Greenland Approves Tanbreez Mining Plan, but Construction Is Not Yet Cleared: Next, Greenland. Critical Metals announced Monday that the Government of Greenland formally approved the mining plan and closure plan for its Tanbreez project in southern Greenland. Minister Múte B. Egede signed the approvals in Nuuk on September 29. They run until September 8, 2050, about 24 years of permitted operations under the existing 2020 exploitation licence. Lithium, Cobalt and Nickel Lead a Broad Slide in Battery Metals: Finally, battery metals, where the price tape is red. Critical Minerals News, citing Shanghai Metals Market and London Metal Exchange data, reports that of 30 metals it tracks, 19 fell and 11 rose against September. Sources: - The Rio Times — BHP Asks Chile to Mediate, Pausing an Escondida Strike That Could Have Started Today: https://www.riotimesonline.com/chile-escondida-strike-2026/ - Investing.com — BHP Asks Chile to Mediate, Pausing an Escondida Strike That Could Have Started Today: https://www.investing.com/commodities/copper-historical-data - Mining.com via GhanaWeb — September Wipes US$264 Billion Off the World's Top 50 Miners as Gold Slides: https://www.ghanaweb.com/GhanaHomePage/NewsArchive/Top-50-miners-lose-264-billion-as-gold-rally-fades-2055373 - The Rio Times — Court Clears Partial Restart of Vale's Fábrica Mine: https://www.riotimesonline.com/iron-ore-markets-latam-monday-october-5-2026/ - Investing.com via Yahoo Finance — Court Clears Partial Restart of Vale's Fábrica Mine: https://finance.yahoo.com/markets/world-indices/articles/u-shares-brazilian-companies-rally-083813487.html - Mining.com.au — Court Clears Partial Restart of Vale's Fábrica Mine: https://mining.com.au/iron-ore-prices-dip-to-lowest-level-in-past-year/ - Critical Metals Corp. — Greenland Approves Tanbreez Mining Plan, but Construction Is Not Yet Cleared: https://finance.yahoo.com/energy/articles/critical-metals-corp-nasdaq-crml-123000076.html - Investing.com via Yahoo Finance — Greenland Approves Tanbreez Mining Plan, but Construction Is Not Yet Cleared: https://finance.yahoo.com/markets/stocks/articles/critical-metals-stock-surges-13-130856781.html - Critical Minerals News (SMM and LME data) — Lithium, Cobalt and Nickel Lead a Broad Slide in Battery Metals: https://critical-minerals-news.com/critical-minerals-market-october-2026/ - Trading Economics — Lithium, Cobalt and Nickel Lead a Broad Slide in Battery Metals: https://tradingeconomics.com/commodity/nickel
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    13 min
  • Brazil Heads to a Runoff and Vale Jumps, Chile Copper Strike Clock Starts, and Vedanta Plans US$2.3 Billion Push

    Brazil Heads to a Runoff and Vale Jumps, Chile Copper Strike Clock Starts, and Vedanta Plans US$2.3 Billion Push
    Oct 5 2026
    Brazil Heads to an October 25 Runoff, and Vale Jumps: First, Brazil, where yesterday's vote did not settle anything, but it moved markets. With 99.99% of sections counted, the Superior Electoral Court has Senator Flávio Bolsonaro at 47.03%, or 56.10 million votes, and President Lula da Silva at 45.16%, or 53.88 million. Neither passed 50%, so the two meet in a runoff on October 25. Polls had expected Lula to finish first. Escondida and Centinela Enter the Mediation Window as China Returns Thursday: Next, Chile, where two of the biggest copper mines in the world are inside a legal countdown. At Escondida, BHP's flagship, about 1,020 supervisors in Sindicato Number Two rejected the company's final offer, and 95% voted to authorise a strike, according to Shanghai Metals Market. The union objects to limited pay improvements, multi-tasking requirements and a proposed 14 by 14 shift rotation. Chilean law requires at least five days of government mediation before a legal walkout, and that can be extended by five more. Vedanta Plans US$2.3 Billion Copper Push and Eyes a Tuticorin Restart: Meanwhile, in India, Vedanta Copper has laid out plans to invest about 2.3 billion dollars over the next three to four years to lift output beyond 1 million tonnes a year by 2030, according to The Economic Times. Roughly 2 billion dollars is earmarked for Saudi Arabia, covering mining, smelting and copper rod production. Rare Earths Left Off the US-China Tariff Lists as Heavy Supply Stays Tight: Next, rare earths. A report published Sunday by InvestorNews argues that last month's summit between President Trump and Xi Jinping left the West still buying its way to supply. Xi left Washington on September 25 after a three-day state visit. The White House fact sheet said the two countries would "continue to work on U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals," with the aim of returning shipments to "appropriate levels." Gold Fields Eyes a Sweeter Offer as Northern Star's New CEO Starts: Finally, gold deal-making. Northern Star's incoming chief executive, Suresh Vadnagra, is due to take office today, according to Mining Digital, just as the company fends off Gold Fields. Northern Star rejected Gold Fields' unsolicited proposal, valued at A$38.7 billion, as undervalued, and called the timing "opportunistic and unsolicited." Gold Fields says combining would create the world's second-biggest gold miner. Sources: - Investing.com via Yahoo Finance — Brazil Heads to an October 25 Runoff, and Vale Jumps: https://finance.yahoo.com/markets/world-indices/articles/u-shares-brazilian-companies-rally-083813487.html - The Rio Times — Brazil Heads to an October 25 Runoff, and Vale Jumps: https://www.riotimesonline.com/brazil-election-markets-real-ibovespa-adrs-2026/ - The Northern Miner — Brazil Heads to an October 25 Runoff, and Vale Jumps: https://www.northernminer.com/news/brazil-mine-licence-system-faces-court-test/1003895404/ - Shanghai Metals Market — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://news.metal.com/newscontent/104143111-escondida-supervisors-vote-95-to-authorise-strike-talks-enter-mandatory-mediation - Fastmarkets — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://www.fastmarkets.com/insights/unions-at-escondida-centinela-philexs-padcal-copper-mines-vote-for-strike-action/ - Reuters — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://www.reuters.com/world/americas/fatal-accident-radomiro-tomic-mine-codelco-partially-suspends-operations-2026-10-01/ - Databoks — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://databoks.katadata.co.id/en/market/statistics/fb73cc493c80e11/copper-price-rises-for-three-consecutive-days - The Economic Times — Vedanta Plans US$2.3 Billion Copper Push and Eyes a Tuticorin Restart: https://economictimes.indiatimes.com/industry/indl-goods/svs/metals-mining/vedanta-copper-plans-2-3-billion-capex-tamil-nadu-smelter-restart-back-on-agenda/articleshow/134626840.cms - Shanghai Metals Market — Vedanta Plans US$2.3 Billion Copper Push and Eyes a Tuticorin Restart: https://news.metal.com/newscontent/104143357-vedanta-plans-23-billion-copper-expansion-as-restart-of-400000-tonne-tuticorin-smelter-returns-to-agenda - InvestorNews — Rare Earths Left Off the US-China Tariff Lists as Heavy Supply Stays Tight: https://investornews.com/critical-minerals-rare-earths/technology-metals-report-10-04-2026-a-summit-without-a-rare-earth-deal-leaves-the-west-buying-its-way-to-supply/ - Reuters — Gold Fields Eyes a Sweeter Offer as Northern Star's New CEO Starts: https://www.reuters.com/legal/transactional/gold-fields-aims-woo-northern-star-investors-after-miners-rebuff-2026-09-30/ - Mining Digital — Gold Fields Eyes a Sweeter Offer as Northern Star's New CEO Starts: https://miningdigital.com/news/...
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    11 min
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