Mining 15 May 2026 - 20 May 2026

Atlas Critical Minerals Stock Faces a New Test as Defense-Metals Money Rushes Into Nasdaq
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Atlas Critical Minerals Stock Faces a New Test as Defense-Metals Money Rushes Into Nasdaq

Atlas Critical Minerals Corp’s U.S. shares closed Thursday at $4.41, near a 52-week low, with after-hours trading at $4.36. The company raised about $11 million in its January Nasdaq debut, controlling over 218,000 hectares of mineral rights in Brazil. Market value stands at $21.8 million, with thin trading and sparse analyst coverage. Atlas warns of potential volatility and future capital needs in its prospectus.
May 29, 2026
Mineral Resources Stock Gains as Lithium Peers Fall Post Bald Hill Restart
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Mineral Resources Stock Gains as Lithium Peers Fall Post Bald Hill Restart

Mineral Resources Ltd shares rose 2.56% to A$65.74 Tuesday after announcing plans to restart the Bald Hill lithium mine in Western Australia, targeting first concentrate in July with restart costs of about A$20 million. The S&P/ASX 200 closed up 1.17%. Bald Hill was idled in November 2024 due to weak prices but will resume as lithium prices recover. The restart is expected to create about 370 jobs.
May 19, 2026
Rio Tinto Drops Even as FTSE Pushes Higher
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Rio Tinto Drops Even as FTSE Pushes Higher

Rio Tinto shares fell 2.1% to 7,561 pence in London morning trade Tuesday, underperforming a rising FTSE 100. The decline followed a one-year high last week and came as iron ore prices slipped 0.21% to $110.54 a tonne. Other miners, including Glencore and Antofagasta, also traded lower. No major company-specific news was reported.
May 19, 2026
Northern Star Shares Slip While Gold Miners Face Pressure
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Northern Star Shares Slip While Gold Miners Face Pressure

Northern Star Resources closed at A$20.00 on Monday, down 2.44%, after hitting A$19.53 intraday as gold miners fell amid rising bond yields. The ASX Gold Sub-Index dropped 4.0%, with Evolution Mining down 4.6%. Northern Star reaffirmed FY26 guidance of over 1.5 million ounces sold at AISC of A$2,600–A$2,800 per ounce. The KCGM mill expansion remains on track for early FY27 commissioning.
May 18, 2026
Rio Tinto Slips After China Move Rattles Miners
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Rio Tinto Slips After China Move Rattles Miners

Rio Tinto shares fell 1.4% to 7,655 pence in early London trading Monday, underperforming the FTSE 100 after weak Chinese industrial and retail data hit mining stocks. BHP and Fortescue also dropped in Australia as resource shares sold off. China’s April industrial output and retail sales missed forecasts, raising concerns over metals demand. Asian markets declined amid rising oil prices and regional tensions.
May 18, 2026
South32 drops 5%, Alaska project lifts copper outlook but cost concerns remain
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South32 drops 5%, Alaska project lifts copper outlook but cost concerns remain

South32 closed Friday at A$4.21, down 5.18%, ahead of Monday’s Australian session. The company faces higher capital costs at its Hermosa project in Arizona, now estimated at $3.3 billion, with first output delayed to late 2028. The Arctic Project in Alaska, a joint venture with Trilogy Metals, gained U.S. FAST-41 permitting status last week. Broader metals and mining shares also fell Friday amid weaker copper and gold prices.
May 17, 2026
Mineral Resources Shares Face a Monday Test After Chris Ellison’s $122 Million Stock Sale
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Mineral Resources Shares Face a Monday Test After Chris Ellison’s $122 Million Stock Sale

Mineral Resources founder Chris Ellison sold 1.75 million shares for about A$122.4 million between May 11 and May 14, citing personal financial planning. The stock closed Friday at A$64.77, down 7.68%. Ellison remains the largest shareholder with 10.54% of issued capital. The ASX opens Monday after a volatile week for miners and the broader market.
May 17, 2026
Evolution Mining Drops 5%, Gold Eyed for Monday Move
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Evolution Mining Drops 5%, Gold Eyed for Monday Move

Evolution Mining closed at A$12.50 Friday, down 5.52%, as metals sold off and Australian gold miners slumped. Spot gold dropped 2% to $4,557.61 an ounce, while U.S. gold futures fell 2.7%. Evolution reported March-quarter output of 170,000 ounces of gold, A$406 million in cash flow, and A$1.37 billion in cash holdings. The ASX materials sector fell 2.85% Friday; normal trading resumes at 10 a.m. Sydney time.
May 17, 2026
BHP’s streak gets Monday check as copper’s fall drags miners
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BHP’s streak gets Monday check as copper’s fall drags miners

BHP shares closed Friday at A$60.46, down 2.58%, after hitting record highs earlier in the week. The ASX materials sector dropped 2.85%, with Rio Tinto and Fortescue also falling. BHP’s market value stood near A$307.2 billion, just below its 52-week high. Copper and iron ore prices, along with incoming CEO Brandon Craig’s growth plans, remain key factors as trading resumes Monday.
May 17, 2026
South32 Gets Alaska Copper Permit Lift, Hermosa Still in Focus
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South32 Gets Alaska Copper Permit Lift, Hermosa Still in Focus

South32’s Ambler Metals joint venture with Trilogy Metals secured FAST-41 permitting status for the Arctic copper-zinc project in Alaska. South32 shares fell 5.18% to A$4.21 Friday amid a wider mining sector decline. The news comes as investors weigh delays and higher costs at South32’s Hermosa project in Arizona. The Arctic project is estimated to produce 10,000 tons of ore daily over 13 years.
May 16, 2026
Lynas Rare Earths Moves as Beijing Delays, ASX Miner Back in Focus
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Lynas Rare Earths Moves as Beijing Delays, ASX Miner Back in Focus

Lynas shares closed at A$17.95 on Friday after a 9.8% drop Thursday. U.S. Trade Representative Jamieson Greer said China’s rare earth exports are improving, but some export licences remain slow. Prediction markets put the odds of quick rare-earth export relief from Trump-Xi talks below 20%. Lynas recently secured a Pentagon-backed supply deal and a firm annual commitment with Japan.
May 15, 2026
Liontown Shares Fall 6% as Lithium Rally Faces a Hard Test
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Liontown Shares Fall 6% as Lithium Rally Faces a Hard Test

Liontown shares fell 6% to A$2.35 in Friday trading, tracking a broader mining selloff as lithium prices slipped. The company’s market value stood at A$7.47 billion. Liontown reported its strongest quarter since production began, with A$33 million net cash flow and 96,000 tonnes of spodumene concentrate produced. An expansion at Kathleen Valley remains under early works, with a final investment decision due by early 2027.
May 15, 2026
Mineral Resources Stock Sinks After Chris Ellison’s $122 Million Sale—What Comes Next for ASX:MIN
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Mineral Resources Stock Sinks After Chris Ellison’s $122 Million Sale—What Comes Next for ASX:MIN

Mineral Resources shares dropped as much as 7.1% Friday after founder Chris Ellison sold A$122.5 million in stock, according to a company filing. Ellison sold 1.75 million shares between May 11 and 14 at an average A$69.98 each, citing personal financial planning. The stock closed at A$64.77, down 7.7%. Ellison remains the largest shareholder with 10.54% of issued capital.
May 15, 2026
Evolution Mining Shares Slide 5.5% as Gold Pullback Tests ASX:EVN Cash-Flow Rally
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Evolution Mining Shares Slide 5.5% as Gold Pullback Tests ASX:EVN Cash-Flow Rally

Evolution Mining shares fell 5.5% to A$12.50 on Friday as gold and copper prices dropped, with COMEX copper futures down 3.2% and gold 1.6% lower in Asian trade. The selloff hit other miners, including Northern Star and BHP. Evolution reported A$406 million in March-quarter cash flow and held A$1.371 billion in cash, with no major debt due until fiscal 2029. No new company disclosures accompanied the share decline.
May 15, 2026
PLS Group Stock Slides: Why the Lithium Miner’s Rally Is Suddenly Under Pressure
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PLS Group Stock Slides: Why the Lithium Miner’s Rally Is Suddenly Under Pressure

PLS Group Limited shares dropped 5.8% to A$6.01 on Friday, retreating from a recent 52-week high as battery-materials and mining stocks sold off. The company reported record March-quarter production and revenue, and ended the quarter with A$1.455 billion in cash. PLS completed a US$600 million senior note offering and cut its revolving credit facility. The S&P/ASX 200 closed down 0.11%.
May 15, 2026
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