The Mining Insider

The Mining Insider - Daily Mining News & Industry InsightsWelcome 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

The Mining Insider is a news podcast hosted by Unknown Host, with 27 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The Mining Insider, a news show with 27 episodes published.

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  The Mining Insider

  Freeport's Grasberg Hits 67%, Brazil Votes With Mining Licences in Court, and De Beers Takes Gahcho Kué

  Oct 4, 202612 min

  Freeport Says Grasberg Mill Is at 67% as the Block Cave Ramp-Up Holds: First, Indonesia. Freeport-McMoRan's third-quarter operating update, released Friday, says the Grasberg district mill averaged about 140,000 tonnes of ore per day in the quarter. That is roughly 67% of normal rates before the September 2025 mud rush that killed seven workers, according to The Northern Miner. The Block Cave underground mine contributed about 70,000 tonnes a day of that. Brazil Votes Today With Its Mine Licensing Overhaul Still Before the Supreme Court: Next, Brazil, where voters go to the polls today to choose a president, governors, senators and lawmakers. A runoff is set for October 25 if needed. For miners, the election sits on top of an unresolved legal question. De Beers Takes Full Ownership of Gahcho Kué as Mountain Province Restructures: Meanwhile, in diamonds, Mountain Province Diamonds has agreed to hand its 49% stake in the Gahcho Kué mine in the Northwest Territories to De Beers, which will become sole owner. The company announced the restructuring agreement on October 1. Europe's Aluminium Premium Jumps on Canadian Tariff Talk: Back in the metals markets, aluminium, where the physical market is pulling in opposite directions. Reuters reports the European duty-paid premium rose 10% on Thursday to 574 dollars a tonne, its highest since June 8. That is paid on top of the London Metal Exchange price. Troilus Secures US$850 Million in Credit-Approved Debt Commitments: Finally, Quebec. Troilus Mining announced on September 28 that KfW IPEX-Bank and Société Générale have provided credit-approved commitments for 850 million US dollars of senior secured debt for the Troilus gold-copper project. The company is targeting a total package of 1.1 billion dollars, which includes a proposed 250 million dollars from Export Development Canada, still subject to final approvals. Sources: - Freeport-McMoRan — Freeport Says Grasberg Mill Is at 67% as the Block Cave Ramp-Up Holds: https://investors.fcx.com/investors/news-releases/news-release-details/2026/Freeport-Provides-Third-Quarter-2026-Operational-Update/default.aspx - The Northern Miner — Freeport Says Grasberg Mill Is at 67% as the Block Cave Ramp-Up Holds: https://www.mining.com/freeports-grasberg-copper-mill-reaches-67-after-mudslide/ - The Northern Miner — Brazil Votes Today With Its Mine Licensing Overhaul Still Before the Supreme Court: https://www.northernminer.com/news/brazil-mine-licence-system-faces-court-test/1003895404/ - G1 Globo — Brazil Votes Today With Its Mine Licensing Overhaul Still Before the Supreme Court: https://g1.globo.com/politica/eleicoes/2026/noticia/2026/10/03/para-quais-cargos-serao-as-eleicoes-de-2026-entenda-o-que-os-eleitores-vao-escolher-nas-urnas.ghtml - Mountain Province Diamonds — De Beers Takes Full Ownership of Gahcho Kué as Mountain Province Restructures: https://www.prnewswire.com/news-releases/mountain-province-diamonds-inc-announces-comprehensive-restructuring-agreement-to-strengthen-its-financial-position-302895651.html - Mining.com — De Beers Takes Full Ownership of Gahcho Kué as Mountain Province Restructures: https://www.mining.com/mountain-province-gives-de-beers-49-gahcho-kue-stake/ - Reuters via Kitco — Europe's Aluminium Premium Jumps on Canadian Tariff Talk: http://www.kitco.com/news/off-the-wire/2026-10-02/european-aluminum-premium-hits-highest-june-supply-concerns - Troilus Mining — Troilus Secures US$850 Million in Credit-Approved Debt Commitments: https://www.globenewswire.com/news-release/2026/09/28/3369746/0/en/troilus-receives-us-850-million-credit-approved-debt-commitment-letter-for-the-troilus-gold-copper-project.html

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  The Mining Insider

  China Eyes Anglo Teck Copper Guarantees, Glencore Wins Argentina Approval, and Ghana Targets Gold Terms

  Oct 3, 202613 min

  China Wants Copper Supply Guarantees Before Clearing Anglo Teck: First, the Anglo Teck merger, and the last regulator standing. Reuters reports, citing three people aware of the discussions, that China's State Administration for Market Regulation has asked Anglo American to commit to a steady flow of copper concentrate into China as a condition of approving its proposed 54 billion dollar merger with Teck Resources. The assurances would cover volumes sold through traders as well. Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: Next, Argentina. Glencore has received approval under the country's Incentive Regime for Large Investments, known as RIGI, for its Agua Rica copper project, in Catamarca province, which Glencore develops together with the Alumbrera plant as the MARA project. The Northern Miner puts the project at 4 billion dollars. RIGI is designed to give large projects long-term tax, customs and foreign-exchange stability. Ghana's Draft Mining Bill Would Add a Special State Share and Shorter Leases: Meanwhile, in West Africa, Ghana has put a draft Minerals and Mining Bill on the table that could reshape terms for the gold industry. Reuters, as summarised by SP Angel, reports the bill would let the mines minister require a free special state share with veto rights over lease transfers, liquidations and disposals of linked overseas assets. Copper and Iron Ore Slide as China Sits Out Golden Week: Now to the base metals. Copper is finishing the week lower. Bloomberg reported that London Metal Exchange copper was headed for its biggest weekly decline since May, SP Angel has copper at 14,244 dollars a tonne, down from 14,528 the session before, and notes that high energy costs and a slowdown in Chinese industry threaten demand. Gold Slides 3% on the Week Despite a Weak Jobs Report: Finally, gold. The metal opened the week at 4,277.90 dollars an ounce, hit a high of 4,280.56 on Monday, then fell to a weekly low of 4,110.95 on Thursday, according to Kitco. On Friday the U.S. economy added just 29,000 jobs against a forecast of 90,000, the unemployment rate rose to 4.2%, and July and August payrolls were revised lower. That cut October Federal Reserve hike odds and pushed yields and the dollar down, but gold could not hold above 4,200 and slid back. At the time of Kitco's report spot was 4,140.52, down 3.09% on the week. Sources: - Reuters via BNN Bloomberg — China Wants Copper Supply Guarantees Before Clearing Anglo Teck: https://www.bnnbloomberg.ca/investing/commodities/2026/10/02/china-demands-copper-supply-commitments-for-anglo-teck-merger-approval-reuters-sources-say/ - Mining.com.au — China Wants Copper Supply Guarantees Before Clearing Anglo Teck: https://mining.com.au/china-seeks-copper-guarantees-for-anglo-teck-merger-report/ - Glencore — Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: https://www.glencore.com/media-and-insights/news/glencore-receives-rigi-approval-for-agua-rica--mara - The Northern Miner — Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: https://www.northernminer.com/news/glencore-gets-rigi-nod-for-4b-argentina-copper-project/1003895400/ - BNamericas — Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: https://www.bnamericas.com/en/features/argentina-adds-glencores-mara-copper-project-to-the-rigi-for-us4bn - SP Angel (citing Reuters) — Ghana's Draft Mining Bill Would Add a Special State Share and Shorter Leases: https://www.share-talk.com/sp-angel-todays-market-view-friday-2nd-october-2026/ - SP Angel (citing Bloomberg) — Copper and Iron Ore Slide as China Sits Out Golden Week: https://www.share-talk.com/sp-angel-todays-market-view-friday-2nd-october-2026/ - Mining.com.au — Copper and Iron Ore Slide as China Sits Out Golden Week: https://mining.com.au/iron-ore-prices-dip-to-lowest-level-in-past-year/ - The Rio Times — Copper and Iron Ore Slide as China Sits Out Golden Week: https://www.riotimesonline.com/copper-markets-latam-saturday-october-3-2026/ - Kitco News — Gold Slides 3% on the Week Despite a Weak Jobs Report: https://www.kitco.com/news/article/2026-10-02/wall-street-brink-bearish-majority-after-golds-post-payrolls-slide-main

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  The Mining Insider

  Lynas Buys Brazil Rare Earths, Chile Copper Hits a 15-Year Low, and Sigma Lithium Goes Dark

  Oct 2, 202611 min

  Lynas Pays A$968 Million in Scrip for Brazil's Caldeira Rare Earths: First, rare earths. Lynas Rare Earths, the world's largest producer outside China, has agreed to buy Meteoric Resources in an all-share deal valuing the Perth-based developer at 968 million Australian dollars, about 672 million U.S. dollars, according to Reuters. Under the scheme of arrangement, Meteoric holders receive 0.0207 new Lynas shares for each share held, a premium of more than 68% to Meteoric's last close. Meteoric holders would own about 5.9% of Lynas on a fully diluted basis. Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: Next, Chile, where the copper supply picture tightened on three fronts at once. First, the numbers. The national statistics institute says Chile mined 369,500 tonnes of copper in August, down 12.8% from a year earlier and the lowest monthly figure since February 2011. July had been down 9.4%. Sigma Lithium Halts Its Only Mine After Brazilian Licence Ruling: Meanwhile, in Brazil, Sigma Lithium has halted all mining and processing at its Grota do Cirilo complex, its only producing asset, with annual lithium concentrate capacity of 330,000 tonnes, according to The Northern Miner. The shutdown began Wednesday after Sigma received an electronic notice from Minas Gerais state environmental regulator FEAM the previous day. Yancoal Completes US$1.85 Billion Kestrel Metallurgical Coal Takeover: Also on the deals desk, Yancoal Australia has completed its acquisition of an 80% interest in the Kestrel coal mine, a large-scale, long-life metallurgical coal asset in Queensland's Bowen Basin. According to Yancoal's exchange filing, the upfront cash consideration paid at completion was 1.85 billion U.S. dollars, subject to customary adjustments. The sellers include EMR Capital Advisors and Adaro Capital. Gold Heads for a Second Weekly Loss as Payrolls Loom: Finally, gold. Spot gold was trading around 4,155 dollars an ounce early Friday, down more than 3% for the week and on track for a second straight weekly decline, according to Reuters. Silver sat near 60.50 dollars. Sources: - Reuters — Lynas Pays A$968 Million in Scrip for Brazil's Caldeira Rare Earths: https://www.reuters.com/business/australias-lynas-rare-earths-buy-meteoric-resources-672-million-deal-2026-09-30/ - The Northern Miner — Lynas Pays A$968 Million in Scrip for Brazil's Caldeira Rare Earths: https://www.northernminer.com/news/lynas-shares-sink-on-a968m-meteoric-deal/1003895392/ - The Rio Times (citing INE, Reuters) — Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: https://www.riotimesonline.com/copper-markets-latam-thursday-october-1-2026/ - Fastmarkets — Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: https://www.fastmarkets.com/insights/unions-at-escondida-centinela-philexs-padcal-copper-mines-vote-for-strike-action/ - Shanghai Metals Market — Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: https://news.metal.com/en/newscontent/104143111-escondida-supervisors-vote-95-to-authorise-strike-talks-enter-mandatory-mediation - The Northern Miner — Sigma Lithium Halts Its Only Mine After Brazilian Licence Ruling: https://www.northernminer.com/news/brazil-court-order-idles-sigma-lithium-mine/1003895373/ - Reuters — Sigma Lithium Halts Its Only Mine After Brazilian Licence Ruling: https://www.reuters.com/world/americas/brazilian-court-suspends-licenses-sigma-lithium-mine-2026-09-06/ - Yancoal ASX announcement — Yancoal Completes US$1.85 Billion Kestrel Metallurgical Coal Takeover: https://announcements.asx.com.au/asxpdf/20261001/pdf/074sw628cc2lx8.pdf - Mining Weekly — Yancoal Completes US$1.85 Billion Kestrel Metallurgical Coal Takeover: https://www.miningweekly.com/article/yancoal-completes-185bn-takeover-of-kestrel-met-coal-mine-2026-10-01 - CNBC / Reuters — Gold Heads for a Second Weekly Loss as Payrolls Loom: https://www.cnbc.com/2026/10/02/gold-slips-before-us-payrolls-data-set-for-second-weekly-loss.html - The Rio Times — Gold Heads for a Second Weekly Loss as Payrolls Loom: https://www.riotimesonline.com/gold-silver-precious-metals-thursday-october-1-2026/

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  The Mining Insider

  Gold Fades on Surging Yields, Russia's Mining Windfall Tax, and Mitsubishi's Nickel Exit

  Oct 1, 202611 min

  Gold rallied to $4,219.24 on soft PCE data (headline +3.4% YoY vs +3.7% forecast; core +3.0% vs +3.3%), then surrendered all gains; closed -0.70% at $4,155.93 as 10-year Treasury yield rose to 5.29% (22-year high) and 30-year to 5.63%; silver -1.83% to $60.39; gold -6.7% for September, silver -9.3%; Q3 gold +3.7%, silver +3.4%; October hike odds at 37%; Friday September NFP is next key test; ISM manufacturing (forecast 55.0) and Fed speakers Waller and Williams on deck today. Russia submits mining windfall tax draft law to State Duma — 30% base rate on copper, nickel, cobalt, iron, aluminum, zinc, lead, tin, tungsten, molybdenum; 20% rate for gold; also covers potassium salts, phosphorites, and precious metal intermediate products (platinum, palladium, iridium, rhodium, ruthenium); triggered only when world price exceeds 2025 base by 10%+; base indexed 1.1x for 2027, 1.21x for 2028; installment provisions for large payers; ~200 billion rubles (~US$2.2B) expected annually 2027-2029. Mitsubishi Corporation exercises Put Right to sell ~15% Turnagain Joint Venture stake back to Giga Metals Corp (TSX-V: GIGA) for nominal consideration; expected close October 12; Kota Ikenishi (General Manager, Mitsubishi Battery Minerals) cites "broader portfolio review and assessment of the North American nickel and EV markets"; CEO Scott Lendrum pivots to copper exploration on ~80% unexplored Turnagain ultramafic system; Attic Zone focus; 2023 Pre-Feasibility Study completed. Centinela copper mine (240,400 tonnes in 2025) — five-day government mediation underway; 98.73% strike vote; 708 workers (Minera Esperanza + Distrito Centinela); Chilean copper -9.4% YoY July; China Golden Week closures Oct 1-7; LME copper ~$14,400-$14,450/t. Sources: - The Rio Times — Gold/PCE September 30 recap: https://www.riotimesonline.com/gold-silver-precious-metals-thursday-october-1-2026/ - Interfax — Russia windfall tax bill: https://interfax.com/newsroom/top-stories/119355/ - GlobeNewswire / Giga Metals — Turnagain/Mitsubishi: https://www.globenewswire.com/news-release/2026/09/28/3370306/0/en/giga-metals-acquires-100-ownership-of-the-turnagain-project-with-acquisition-of-mitsubishi-corporation-s-interest.html - Reuters — Centinela strike: https://www.reuters.com/business/world-at-work/unions-antofagastas-centinela-copper-mine-ready-strike-2026-09-29/

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  The Mining Insider

  Gold's Partial Rebound, Chile's Centinela Strike Threat, Burkina Faso's Gold Refinery, and Atico's Ecuadorian Copper Deal

  Sep 30, 202611 min

  Gold rebounds 1.42% to $4,172.40 Tuesday — August JOLTS job openings miss at 7.079M (forecast 7.225M); September consumer confidence falls to 81.9 (lowest since 2014); NY Fed President John Williams: "no need for urgency"; October rate-hike odds drop from 70.9% to 51.5%; 10-year Treasury yield holds at 5.25%; Brent -2.6% to $102.59, WTI -3.5% to $89.38; PCE inflation and September employment report are this week's key tests. Antofagasta Minerals' Centinela mine (240,400 tonnes copper in 2025) — 98.73% of union workers vote to strike; five-day government mediation underway; Chilean copper output -9.4% YoY in July; LME 3-month copper +0.2% to $14,447/t; China September manufacturing PMI returns to growth at 50.1; Chinese markets close for National Day holiday Thursday; IEA copper supply shortfall warning through 2035. Burkina Faso inaugurates first gold refinery — Raffinor BF SA, Ouagadougou; $19 million cost (11 billion CFA francs); initial capacity 164 tonnes/year; phase 2 expansion to 515 tonnes/year; state-controlled; President Ibrahim Traoré inauguration September 28; Managing Director Adama Sawadogo quote; part of Africa's resource sovereignty movement. Atico Mining (TSX-V: ATY) secures US$111.4 million from Trafigura for La Plata volcanogenic massive sulphide copper-gold project, Ecuador — US$95M project finance facility + US$16.4M convertible debenture (conversion price US$0.22/share, 40% premium); drawdowns over 2.5 years from construction or March 31, 2027; CEO Fernando Ganoza quote; expected close October 13, 2026. Sources: - Kitco News — Gold rebound: https://www.kitco.com/news/article/2026-09-29/gold-silver-rebound-soft-data-cools-october-fed-hike-bets-kitco-pm-report - The Rio Times / SMM — Centinela strike: https://www.riotimesonline.com/copper-markets-latam-wednesday-september-30-2026/ - Bloomberg — Burkina Faso refinery: https://www.bloomberg.com/news/articles/2026-09-28/burkina-faso-opens-gold-refinery-in-push-to-retain-more-value - Mining.com.au — Atico La Plata financing: https://mining.com.au/atico-secures-159-million-financing-package-for-la-plata/

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