Mining 9 May 2026 - 15 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.-listed shares head into Friday’s regular Nasdaq session near their 52-week low, even as investors keep chasing small mining names tied to the defense supply-chain trade. ATCX closed Thursday at $4.41, up 0.9%, with a 52-week range of $4.28 to $47.16, market data showed. The timing matters. Nasdaq’s regular session had not opened yet, with trading scheduled for 9:30 a.m. to 4 p.m. ET; May 29 is not on Nasdaq’s 2026 holiday closure list, after the Memorial Day market break on May 25.
May 29, 2026
Why Evolution Mining Limited Stock Slipped as Gold Pullback Tests EVN’s Net-Cash Rally
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Why Evolution Mining Limited Stock Slipped as Gold Pullback Tests EVN’s Net-Cash Rally

Shares of Evolution Mining Limited slipped Thursday, weighed down by a softer gold price that pressured cash-flow plays in Australian gold miners. EVN wrapped up the session at A$13.23, off 1.27%. The stock moved between A$13.13 and A$13.41, according to Investing.com data. This is front and center now, as the story pivots—it's less about tracking gold prices, more about cash generation. Investors want to know if Evolution can actually keep converting those lofty bullion prices into real cash, once you account for sustaining capex, growth spending, and dividends.
May 15, 2026
Mineral Resources’ Bald Hill Watch: Job Ads Put a Lithium Restart Back in Play
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Mineral Resources’ Bald Hill Watch: Job Ads Put a Lithium Restart Back in Play

Mineral Resources Limited drew attention once more after Jefferies highlighted a spike in job ads near Kambalda, suggesting Bald Hill could be next up for a lithium restart. Analyst Mitch Ryan at Jefferies projects the site will resume in the second quarter of fiscal 2027, ramping to roughly 1.2 million tonnes a year by the next quarter. He maintains a hold on the shares. “Bald Hill’s capacity, simplicity and adjacency to Mt Marion leave us optimistic,” Ryan said. Timing is key here. Spodumene concentrate—a lithium-rich material used for battery chemicals—picked up in April. Deloitte’s WA Index put late-April prices close to $2,435 a tonne, climbing from $2,043 in March. That’s shifted the math for Australia’s shuttered mines, which had been
May 14, 2026
BHP’s Incoming CEO Opens Door to Copper Deals as Shares Hit Record
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BHP’s Incoming CEO Opens Door to Copper Deals as Shares Hit Record

Brandon Craig, the next CEO of BHP Group Ltd, is signaling a return to dealmaking for the world’s largest listed miner. Craig said BHP is open to exploration, striking partnerships, and pursuing smaller acquisitions as it seeks to lock in growth opportunities past 2035. Timing is key here. BHP’s leadership is in transition just as copper pulls more weight in its earnings mix, the stock notching fresh highs, and China’s iron ore market still feeling the aftershocks of a drawn-out procurement spat.
May 14, 2026
Rio Tinto’s New BP Hire Lands as Copper Boom Raises Stakes for the Miner
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Rio Tinto’s New BP Hire Lands as Copper Boom Raises Stakes for the Miner

Rio Tinto plc on Thursday tapped Trudi Charles, a longtime BP executive, as chief legal officer, governance and corporate affairs. The mining group, pushing further into copper and eyeing the critical minerals surge, slots Charles into a key risk and compliance seat. According to a regulatory notice, the news hit the ASX and LSE at 07:30 BST, with Charles due to start on Aug. 1. The title isn’t really the story here. Shares of Rio Tinto ended Wednesday at £82.72, up 4.44%—hitting a fresh 52-week high—as the FTSE 100 added 0.58%. That kind of rally is making even routine executive moves stand out more.
May 14, 2026
Glencore PLC’s $2.55 Billion Financing Move Lands as Copper Rally Nears a Test
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Glencore PLC’s $2.55 Billion Financing Move Lands as Copper Rally Nears a Test

Glencore PLC is bringing in a $2.55 billion oil-and-gas trade receivables securitisation, adding fresh working-capital firepower. The move comes as commodity traders juggle record copper prices and ongoing Middle East supply strains, both weighing on balance sheets. On May 12, FIS announced that Glencore picked its Supply Chain Finance Platform—previously known as Demica—to back the first supply chain finance programme in Glencore’s oil and gas commodities division. Trade receivables securitisation involves generating cash using outstanding customer payments, instead of letting invoices sit unpaid.
May 14, 2026
Northern Star Resources Cyber Outage Delays Payments as KCGM Expansion Nears Key Stage
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Northern Star Resources Cyber Outage Delays Payments as KCGM Expansion Nears Key Stage

Northern Star Resources Ltd reported that a portion of its enterprise resource planning system is still down following a cyber incident involving an undisclosed service provider. The Australian gold producer said it’s had to switch to manual procurement for now and has told suppliers not to expect payments to go through before May 21. According to the company, data backups are safe, restoration efforts are ongoing, and there’s no sign that supplier data held by Northern Star was breached. Its Pogo site in the U.S. wasn't impacted. Timing is crucial here. An enterprise resource planning system—ERP for short—handles back-office operations like purchasing, ordering, and invoicing. Northern Star happens to be deep into execution mode at its Kalgoorlie operations, with the
May 14, 2026
Why Fortescue Ltd’s A$150 Million Native Title Hit Matters for Pilbara Miners
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Why Fortescue Ltd’s A$150 Million Native Title Hit Matters for Pilbara Miners

Fortescue Ltd must pay A$150 million to Yindjibarndi traditional owners for cultural loss linked to its Solomon Hub iron ore site in Western Australia, after a landmark native title decision in Australia. The Federal Court also assessed economic loss at around A$100,000 plus interest, according to the company. The ruling is drawing attention right now because miners, lenders, and Indigenous groups finally have a new court-backed figure for “native title” compensation—the amount tied to Indigenous land and water rights under Australian law. There’s also a more precise value being assigned to cultural loss—that’s harm to sites, connection, and Country—something not tracked the way commercial losses are.
May 13, 2026
BHP Group Stock Jumps as Incoming CEO Signals Copper Deal Push
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BHP Group Stock Jumps as Incoming CEO Signals Copper Deal Push

Brandon Craig, who’s set to take over as BHP Group Ltd’s chief executive, isn’t ruling out smaller deals or new partnerships. The world’s biggest listed miner is once again positioning copper as a core pillar of its growth strategy, with an eye on opportunities beyond 2035. Copper’s brushing up against all-time highs as Craig steps in on July 1 — timing that matters, with big miners feeling the squeeze to lock down supply. BHP said Craig’s priorities: more exploration, teaming up with industry rivals, and chasing bolt-on acquisitions. Those are the targeted deals that build on what the company’s got, not sweeping overhauls.
May 13, 2026
Antofagasta Stock Jumps as Copper Squeeze Sends Chile Miner Back Toward Its Highs
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Antofagasta Stock Jumps as Copper Squeeze Sends Chile Miner Back Toward Its Highs

Antofagasta plc jumped 8.7% to finish at 4,299p on Wednesday, lifted by copper’s strong run and a wave of buying into London-listed miners. Shares hit their session peak right at the open before settling back, notching their best level in days. The stock remains under its 52-week high of 4,475p, but it’s within striking distance now—far better than a week earlier. Timing is key here. Copper climbed above $14,000 a metric ton on the London Metal Exchange, putting it within striking distance of its January record. Disrupted mining and squeezed supply are once more overpowering demand concerns. Bloomberg noted the metal traded as high as $14,196.50 a ton this Wednesday—just shy of the $14,527.50 all-time peak.
May 13, 2026
Anglo American Rallies as Copper’s Record Run Turns the Teck Deal Into the Main Trade
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Anglo American Rallies as Copper’s Record Run Turns the Teck Deal Into the Main Trade

Anglo American plc surged in London trading, with investors piling into copper plays again; this time, Anglo stands out as a clearer FTSE proxy for the theme. The most recent delayed quote had the stock up 156p, or 4.0%, while the FTSE 100 managed just a 0.52% gain. Notably, that's a big gap for a miner that's already in the crosshairs of merger-focused funds. There’s no mystery behind the move. Copper climbed 1.59% on May 13 to $6.59 per pound, data from Trading Economics show, up over 8% for the month and hitting a record high in May. The surge comes as data-center construction, electrification trends, ongoing demand from China, and supply bottlenecks—including sulphuric acid shortages linked to the US-Iran
May 13, 2026
Rio Tinto’s Copper Rally Gets Real, but the Easy Part of the Trade May Be Done
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Rio Tinto’s Copper Rally Gets Real, but the Easy Part of the Trade May Be Done

Rio Tinto plc shares leapt at the open in London, changing hands at 8,197p after closing at 7,920p and even hitting 8,268p earlier. For a miner of Rio’s scale, that’s a sharp swing. Right now, the copper narrative is what’s moving the stock, with the rest trailing behind. It's straightforward, though there's more to it. Copper futures hovered near $6.64 a pound, climbing from $6.531 at the prior close and coming within a hair of $6.69 during the session. The contract has soared over 42% in the past year. Such a surge doesn't just juice current revenue for producers—investors are also reassessing how they value future mine output, especially with talk of supply staying tight long term.
May 13, 2026
BHP Stock Hits A$60 as Copper Turns the Miner Into a Different Trade
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BHP Stock Hits A$60 as Copper Turns the Miner Into a Different Trade

BHP Group surged, grabbing the spotlight in a lackluster Australian session. Shares broke through A$60 for the first time, reached as high as A$60.23, and finished at A$59.78—a gain of 2.49% for the day. The ASX 200 didn’t keep pace, dropping 0.4% as losses in banks, healthcare, and tech stocks dragged the index lower. There’s not much mystery here, but the change is big. Copper has gone from a bit player at BHP to the linchpin in the valuation story—and now, the chart’s reflecting that. COMEX copper futures are up 8.81% for the month, sitting at roughly US$6.51 a pound. Iron ore, by comparison, hovered around US$111.40 a tonne. According to IG, BHP surged to a new record, with Rio
May 12, 2026
PLS hits record as lithium rebound makes Pilgangoora leverage hard to ignore
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PLS hits record as lithium rebound makes Pilgangoora leverage hard to ignore

PLS Group Limited, which trades on the ASX and was previously Pilbara Minerals, finished Tuesday’s session at A$6.50—22 cents higher. Shares touched A$6.59 intraday, matching their 52-week high per Google Finance data, before slipping back by the close. The ASX has closed at the dateline; these figures reflect the most recent cash-session. The answer jumped out on the commodities screen. Chinese lithium carbonate futures gained 1.7% early, hitting 205,680 yuan a tonne. That puts prices up roughly 9% over five weeks, the highest since August 2023. For PLS, this is key. Their main product? Spodumene concentrate — crushed rock loaded with lithium, which gets turned into battery chemicals.
May 12, 2026
Rio Tinto’s Copper Hunt In Canada’s North Comes Right As An Oil Town Faces Its Next Act
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Rio Tinto’s Copper Hunt In Canada’s North Comes Right As An Oil Town Faces Its Next Act

Rio Tinto is looking to start copper exploration in the Sahtu region of Canada’s Northwest Territories this summer, filing an application as regulators weigh the area’s future with its main oil site nearing shutdown. The miner wants the green light for its CopperCap project, set in the Mackenzie Mountains roughly 160 km from both Tulita and Norman Wells. That timing puts extra emphasis on the application—this isn’t just another field program. Imperial Oil is planning to wind down its Norman Wells oil and gas site, its oldest Canadian operation, with production ending in the third quarter of 2026 as the reservoir runs dry. The company expects closure, remediation, and reclamation will stretch across roughly 20 years.
May 12, 2026
Mineral Resources Stock Faces a New Debt-Repair Test After COO Move and POSCO Lithium Push
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Mineral Resources Stock Faces a New Debt-Repair Test After COO Move and POSCO Lithium Push

Mineral Resources Ltd kicked off the week by naming Darren Killeen as its inaugural chief operating officer, handing the veteran executive oversight of daily operations. Killeen, who has been with the Western Australian miner for years, will report straight to Managing Director Chris Ellison. The move comes as the company continues to navigate a delicate balance-sheet situation. MinRes has been working to reassure investors about its hefty spending, rising debt levels, and exposure to lithium prices. The stock settled at A$69.55 on Friday, off A$1.79, or 2.5%, from the previous close, after hitting an intraday high of A$71.62, according to Bloomberg data.
May 10, 2026
Evolution Mining Share Price Jumps 7% in Week as Gold and Copper Rally Put EVN Back in Focus
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Evolution Mining Share Price Jumps 7% in Week as Gold and Copper Rally Put EVN Back in Focus

Sydney—It’s 2:17 a.m. on May 11, 2026. Evolution Mining Limited surged 7.4% last week to finish at A$13.05, snapping investors’ attention back to the ASX gold and copper producer as money flowed into commodity stocks. Shares last changed hands Friday. The Australian cash market remains closed until the regular Monday open just before 10 a.m. Sydney time.
May 10, 2026
BHP Group’s AI Iron Ore Fix Unlocks 1 Million Tonnes as Investors Chase Copper, AI Exposure
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BHP Group’s AI Iron Ore Fix Unlocks 1 Million Tonnes as Investors Chase Copper, AI Exposure

BHP Group Ltd’s bet on artificial intelligence in Western Australia could deliver a nearly 1 million metric tonne bump in annual iron ore output, according to industry reports out this weekend. Chief Digital Officer Mikko Tepponen, speaking at a resources event in Perth, pointed to computer vision as the key — a system of cameras and software picking out oversized rocks and stray materials before they reach the crushers. Timing is key here. The uptick isn’t about a fresh mine—rather, it suggests BHP is eking more output from its current Pilbara operations. Investors are watching to see if the miner can hold iron ore cash flow steady while ramping up its copper and potash bets. Back in April, BHP reported
May 10, 2026
Anglo American’s $295 Million Copper Push Could Keep El Soldado Running Until 2045
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Anglo American’s $295 Million Copper Push Could Keep El Soldado Running Until 2045

Anglo American has put forward a $295 million proposal to Chile’s environmental review system aimed at keeping its El Soldado copper mine running through 2045. The mid-sized mine, operated by the London-listed group since 2002 in the Valparaíso region, would see new open-pit phases, the underground mine reopened, and expanded tailings infrastructure, according to Diario Financiero’s Thursday evening report. Timing is key here. Anglo is under pressure to show it can safeguard and grow its copper output, even as it sheds underperforming divisions and gets ready for a merger with Teck Resources—a tie-up the firms claim would vault them into the global copper top five. Of all the metals in Anglo’s new-look portfolio, copper stands out for investors. It’s essential
May 9, 2026
Rio Tinto plc Eyes a Bigger Argentina Copper Bet as Los Azules Talks Surface
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Rio Tinto plc Eyes a Bigger Argentina Copper Bet as Los Azules Talks Surface

Rio Tinto is weighing whether to boost its 17.2% holding in McEwen Copper’s Los Azules project in Argentina, according to two people familiar with the matter. The company owns the stake through its copper tech arm, Nuton LLC. Rio wouldn’t comment. Michael Meding, managing director at McEwen Copper, described discussions as “fruitful,” adding that Nuton “makes so much sense.” Timing is playing a key role here. Rio is working to expand its copper pipeline after it dropped merger discussions with Glencore. Miners are in a race for deposits that could supply data centres, power grids, and clean-energy developments. Wiring and electrical gear run on copper, but getting new mines permitted, funded, and built takes years.
May 9, 2026
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