Mining 21 March 2026 - 2 April 2026

Glencore plc Faces New Mount Isa Test as Jervois Copper Project May Bypass Smelter
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Glencore plc Faces New Mount Isa Test as Jervois Copper Project May Bypass Smelter

Developers of the Jervois copper project are considering refining options that could bypass Glencore’s Mount Isa smelter, the Australian Financial Review reported Monday. The move comes after KGL Resources signed a US$300 million streaming deal to fund Jervois and as Mount Isa faces feed shortages following the 2025 closure of its main mine. Glencore relies on outside concentrate and government support to keep the smelter running.
April 6, 2026
BHP closes $4.3 billion Antamina silver deal, unlocking cash for copper push
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BHP closes $4.3 billion Antamina silver deal, unlocking cash for copper push

BHP Group received a $4.3 billion upfront payment from Wheaton Precious Metals after finalizing a silver streaming deal tied to its share of Peru’s Antamina mine output. The agreement gives Wheaton rights to 33.75% of BHP’s silver from Antamina until 100 million ounces are delivered, then 22.5% after, with settlement via metal credits. BHP retains full exposure to copper, zinc, and lead from the mine.
April 2, 2026
Rio Tinto Refreshes $10 Billion Debt Programme as Copper and Lithium Spending Builds
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Rio Tinto Refreshes $10 Billion Debt Programme as Copper and Lithium Spending Builds

Rio Tinto published an updated prospectus for its $10 billion Euro Medium Term Note programme, approved by the UK Financial Conduct Authority, as it seeks funding for copper and lithium expansion amid cyclone-hit Pilbara iron ore shipments. Net debt rose to $14.36 billion in 2025, while free cash flow fell 28%. Rio recently secured $1.175 billion for its Rincon lithium project and launched a $500 million drilling campaign at Resolution Copper.
April 1, 2026
BHP Group Ltd shares jump 5% as China PMI surprise lifts miners (Reuters)
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BHP Group Ltd shares jump 5% as China PMI surprise lifts miners (Reuters)

BHP Group’s U.S. shares rose 5.4% to $72.74 Tuesday after Chinese factory data showed the fastest expansion in a year, lifting mining stocks. China’s official PMI climbed to 50.4 in March, beating forecasts. Iron ore futures stayed near $106 a ton as traders balanced stronger steel demand with high inventories and energy costs. BHP faces an operational review April 22 amid ongoing pressure from Chinese import restrictions.
March 31, 2026
Anglo American Shares Rebound as Teck Merger Timeline, Chile Copper Bet Stay in Focus
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Anglo American Shares Rebound as Teck Merger Timeline, Chile Copper Bet Stay in Focus

Anglo American shares closed at 3,153 pence Tuesday, rebounding from Monday but still far below late February levels. The miner is pushing ahead with a $53 billion all-stock merger with Teck Resources and plans to delist from Switzerland in June. Anglo reported $6.4 billion underlying EBITDA for 2025 but posted a $3.7 billion loss after a De Beers writedown. Chile’s antitrust regulator cleared a copper venture with Codelco last week.
March 31, 2026
Glencore Horne Smelter Rescue Takes Shape as Quebec Moves on Emissions Delay, Ottawa Weighs Aid
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Glencore Horne Smelter Rescue Takes Shape as Quebec Moves on Emissions Delay, Ottawa Weighs Aid

Quebec plans to extend Glencore’s deadline to meet stricter arsenic limits at its Horne copper smelter from 2027 to 2029, Canadian Mining Journal reported. Ottawa is considering about C$150 million in support for new pollution controls. Public health officials warn the delay prolongs toxic exposure for nearby residents. Glencore froze nearly C$1 billion in planned investments after talks with Quebec stalled.
March 31, 2026
BHP Group Shares Lag Rio and Vale as Pilbara Recovery Turns Focus to April Review
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BHP Group Shares Lag Rio and Vale as Pilbara Recovery Turns Focus to April Review

BHP Group’s U.S. shares slipped 0.7% Monday, underperforming Rio Tinto’s 2.5% gain and Vale’s 0.3% rise. Investors continue to trade BHP on iron ore prospects, despite copper overtaking iron ore as its top earnings driver. No new filings appeared on the ASX, with BHP’s next operational update due April 22. Rio Tinto resumed Pilbara terminal loading after Cyclone Narelle and kept shipment guidance unchanged.
March 30, 2026
Anglo American plc Shares Open Higher in London as Miners Rally; Gemco and Teck Stay in Focus
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Anglo American plc Shares Open Higher in London as Miners Rally; Gemco and Teck Stay in Focus

Anglo American shares opened 0.5% higher at 3,076 pence in London on Monday, topping Friday’s close. The move came as miners rose after Rio Tinto resumed Pilbara iron ore operations post-cyclone, though Anglo’s Gemco manganese mine remains shut. Anglo is preparing to delist from the Swiss exchange ahead of its Teck merger. The company cut 2026 copper guidance in February and posted a $3.7 billion annual loss.
March 30, 2026
Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Holds 2026 Iron Ore Guidance
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Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Holds 2026 Iron Ore Guidance

Rio Tinto resumed ship loading at three of four Pilbara iron ore terminals after Cyclone Narelle, with Cape Lambert A still under repair. The company kept its 2026 shipment guidance unchanged at 323–338 million tonnes despite an estimated 8 million-tonne cyclone impact. London shares rose 3.5%, lifting the FTSE 100. Port closures began March 24; loading restarted March 28.
March 30, 2026
Glencore Copper Smelter Rescue Takes Shape as Canada, Quebec Move to Avert Shutdown
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Glencore Copper Smelter Rescue Takes Shape as Canada, Quebec Move to Avert Shutdown

Canada may provide about C$150 million to keep Glencore’s Horne copper smelter open as Quebec considers delaying stricter arsenic limits to 2029, sources told Bloomberg. The site accounts for 16% of regional smelting capacity and supports 3,200 jobs. Glencore froze spending in February, citing regulatory uncertainty. The plant faces a class action over emissions and stricter provincial air standards.
March 30, 2026
Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone
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Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone

The Port of Ashburton remains closed after ex-Tropical Cyclone Narelle, disrupting Mineral Resources’ Onslow Iron exports, while Dampier reopened March 28. Pilbara Ports has not given a reopening time and says engineering checks will continue into next week. Onslow Iron shipped 17.3 million tonnes in the first half, helping MinRes cut net debt to A$4.9 billion by Dec. 31. Sea conditions are still limiting inspections at Ashburton.
March 29, 2026
Evolution Mining Limited Back in Focus After UBS Upgrade, Northparkes Growth Push
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Evolution Mining Limited Back in Focus After UBS Upgrade, Northparkes Growth Push

UBS upgraded Evolution Mining to neutral from sell, setting a A$12.50 target after a stock pullback and improved copper outlook at Northparkes. The move follows similar upgrades by JPMorgan and Macquarie this month. Evolution posted record half-year profit of A$767 million in February and approved major copper and gold projects at Northparkes and Ernest Henry. A 20-cent interim dividend is due April 2.
March 29, 2026
Rio Tinto plc (RIO) Stock Price Slips as Boyne Smelter Support Fails to Offset Mining Selloff
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Rio Tinto plc (RIO) Stock Price Slips as Boyne Smelter Support Fails to Offset Mining Selloff

Rio Tinto shares fell to 6,362 pence in London Thursday, down from 6,563 pence, amid declines across major miners. The drop follows a new A$2 billion government support package for Rio’s Boyne aluminium smelter and a surge in Asian aluminium premiums to 11-year highs. Copper earnings doubled last year, but iron ore still generates 60% of group profits. Rio’s Kennecott mine remains shut after a worker death.
March 26, 2026
Anglo American Share Price Slides 5% as Chile Copper Approval Rally Fades
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Anglo American Share Price Slides 5% as Chile Copper Approval Rally Fades

Anglo American shares dropped 5.07% to 3,010p in London on Thursday, reversing Wednesday’s 3.9% rally after Chile’s regulator cleared a key copper project with Codelco. The FTSE 100 fell 1.1%, with mining peers also down. The Andina-Los Bronces plan still requires environmental permits and local consultations. Anglo’s $53 billion Teck merger awaits final approval by year-end.
March 26, 2026
Glencore Stock Price Today: Glencore plc climbs near 52-week high as miners rally
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Glencore Stock Price Today: Glencore plc climbs near 52-week high as miners rally

Glencore shares climbed 2% to 538 pence in London, nearing a 52-week high as UK miners rallied on falling oil prices and rising metals demand. Copper futures rose 1.34%, boosting Glencore’s outlook amid investor focus on its copper strategy. The FTSE 100 gained 1.1%, while the mining sub-index jumped 3.4%. Brent crude dropped over 5% after reports of a U.S. settlement proposal to Iran.
March 25, 2026
Anglo American plc Stock Climbs as Teck Merger Progress and Copper Rebound Lift Shares
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Anglo American plc Stock Climbs as Teck Merger Progress and Copper Rebound Lift Shares

Anglo American shares rose to 3,171 pence in London trading Wednesday, up from 3,054 pence, as mining stocks led the FTSE 100 higher. The move followed a 5% drop in oil prices and came as Anglo pursues a merger with Teck Resources to create a major copper producer. Anglo plans to delist from the Swiss exchange in June. The company still faces lower copper output forecasts and a weak diamond market.
March 25, 2026
Northern Star Resources Share Price Extends Slide as Output Warning and Gold Drop Bite
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Northern Star Resources Share Price Extends Slide as Output Warning and Gold Drop Bite

Northern Star Resources shares fell 2.43% to A$18.50 Friday after another production warning and a 1.8% drop in spot gold to $4,563.64 an ounce. The company now expects fiscal 2026 output just above 1.5 million ounces, down from earlier guidance. Operations remain dependent on the old KCGM mill until expansion in early fiscal 2027. Investors await the next update on April 22.
March 22, 2026
Evolution Mining Stock Price Rebounds, but EVN Faces April Test After Gold Selloff
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Evolution Mining Stock Price Rebounds, but EVN Faces April Test After Gold Selloff

Evolution Mining shares closed up 1.64% at A$12.41 Friday but remain below Wednesday’s A$13.50 after a gold-driven selloff. Spot gold fell 1.8% Friday as the dollar and yields rose, pressuring miners. Evolution will release its March-quarter update April 15 and pay a 20-cent interim dividend April 2. Investors await confirmation of full-year production and cost guidance after February’s record profit.
March 22, 2026
Evolution Mining Limited Stock Price Rebounds After Gold Selloff, but EVN’s Next Test Comes April 15
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Evolution Mining Limited Stock Price Rebounds After Gold Selloff, but EVN’s Next Test Comes April 15

Evolution Mining shares rose 1.64% to A$12.41 Friday after a sharp 9.56% drop, with turnover surging to 64.4 million shares. The stock remains down 11.1% for the week as gold prices fell 6% over two days. Evolution will release its March-quarter update on April 15, with guidance set at 710,000–780,000 ounces of gold and 70,000–80,000 tonnes of copper.
March 21, 2026
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