Mining 30 April 2026 - 9 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
Glencore plc Faces Colombia Pressure Over Cerrejón Coal Mine Closure Talks
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Glencore plc Faces Colombia Pressure Over Cerrejón Coal Mine Closure Talks

Colombia’s government is turning up the heat on Glencore plc, urging the miner to kick off formal negotiations about eventually shutting down Cerrejón. Authorities want Glencore at the table with officials and local leaders in La Guajira, where the vast coal mine has become a flashpoint over jobs, public funds, and Colombia’s push for an energy transition. The Ministry of Mines and Energy issued its request on May 8. According to Reuters, neither Glencore nor Cerrejón responded to requests for comment. The 2034 deadline, once a distant marker, is now front and center in political debates. Glencore still holds the concession at Cerrejón, securing its mining rights for years yet, but the ministry wants negotiations focused on jobs, retraining workers,
May 9, 2026
BHP’s China Iron Ore Deal Puts Miner Back in Focus as Yuan Pricing Ripples Through Rivals
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BHP’s China Iron Ore Deal Puts Miner Back in Focus as Yuan Pricing Ripples Through Rivals

BHP Group Ltd’s settlement with China’s top iron ore buyer has shifted gears—from a simple contract spat to a bigger pricing test for the mining industry. According to a weekend report, the deal struck with Beijing now threatens to ripple across rivals and smaller producers alike. BHP’s iron ore pricing deal with Beijing, highlighted by the Australian Financial Review on May 3, is poised to shake up Australia’s top export sector. The timing is notable—attention turned back to BHP just as it resolved its protracted spat with China Mineral Resources Group, or CMRG, the government-backed agency created to coordinate Chinese iron ore buying.
May 4, 2026
Anglo American plc Share Count Update Puts Teck Copper Megadeal Back in Focus
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Anglo American plc Share Count Update Puts Teck Copper Megadeal Back in Focus

Anglo American plc on Monday put its total voting rights at 1,178,050,272, according to a standard update to investors. The London-listed miner, which remains focused on finalizing its deal with Teck Resources and moving forward with asset disposals, detailed in its JSE SENS filing that the tally reflects issued share capital as of 6 p.m. April 30, with no treasury shares outstanding. This figure is crucial: it’s the threshold shareholders look at to determine if they’re required to report a holding, or any shift in that holding, according to UK Financial Conduct Authority disclosure rules. Only voting rights matter when it comes to company ballots.
May 4, 2026
Sandfire Resources Stock Rebounds, But One Copper Risk Is Still Hanging Over It
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Sandfire Resources Stock Rebounds, But One Copper Risk Is Still Hanging Over It

Investors are set to watch Sandfire Resources Ltd as the ASX opens Monday, after shares bounced back Friday. The move comes with caution—operational red flags flagged in its most recent quarterly report are still hanging over the stock. There's also new equity paperwork from late April in the mix. Shares of the Perth-based copper miner ended May 1 at A$16.78, up 2.88%, clawing back ground lost in the previous session’s 2.34% drop, according to Reuters market data. ASX filings from April 30 included a request to quote new securities and a notice about unquoted securities—changes that move the needle on share count and incentives, but leave mine output untouched.
May 4, 2026
South32 Stock: $3.3 Billion Hermosa Mine Reset Puts Its U.S. Growth Bet Under Pressure
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South32 Stock: $3.3 Billion Hermosa Mine Reset Puts Its U.S. Growth Bet Under Pressure

South32 Ltd opens the week under fresh pressure from investors following the Arizona Hermosa project overhaul, as analysts flag that a bigger ore body likely won’t make up for the US$1.1 billion jump in costs and a lengthier ramp-up for the Taylor zinc-lead-silver mine. The issue is in focus now because Hermosa stands out as one of South32’s key new-build growth projects in the U.S.—miners are hunting for zinc, copper, and manganese from lower-risk regions. The project falls squarely within the U.S. critical minerals initiative. Back in March, Reuters noted that Hermosa holds deposits of silver, zinc, and manganese, and it's included in the FAST-41 federal permitting program, designed to expedite reviews for projects deemed nationally significant.
May 3, 2026
Liontown Shares Just Hit a Near Three-Year High. Kathleen Valley’s Cash Flow Is Why
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Liontown Shares Just Hit a Near Three-Year High. Kathleen Valley’s Cash Flow Is Why

PERTH, Australia, May 4, 2026, 00:03 A surge in Liontown Limited shares is forcing investors to reassess the Western Australian lithium miner’s valuation, after its first quarter of positive net cash flow and newly announced spending to expand Kathleen Valley. Liontown’s quote page listed the stock at A$2.64. Market data had shares up 12.3% Friday, reaching their strongest price in nearly three years.
May 3, 2026
Mineral Resources’ $765 Million POSCO Lithium Deal Hits the Real Test: Approvals and Debt
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Mineral Resources’ $765 Million POSCO Lithium Deal Hits the Real Test: Approvals and Debt

Mineral Resources Ltd has finalized investment and shareholders agreements with POSCO Holdings, confirming the sale of a 30% stake in their new lithium joint venture and shifting the US$765 million deal into the approvals stage. The JV, named LithCo, is set to house MinRes’ current 50% stakes in both the Wodgina and Mt Marion lithium mines. Managing Director Chris Ellison described the move as a “critical step.” POSCO Holdings President Ju-Tae Lee pointed to the partnership’s potential for the “stabilisation” of battery-materials supply. This deal has immediate implications for MinRes, linking straight into its debt repair—not just future lithium ambitions. According to the company, it plans to redeem the outstanding US$750 million in 2028 senior unsecured notes, those bonds not
May 3, 2026
Northern Star Resources Buyback Accelerates as Gold Miner Cancels A$29 Million of Shares
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Northern Star Resources Buyback Accelerates as Gold Miner Cancels A$29 Million of Shares

Northern Star Resources Ltd scrapped 1.316 million ordinary shares it picked up through its on-market buyback, according to a May 1 filing. The move marks another step in the Australian gold miner’s A$500 million capital-return program. The shares—acquired between April 27 and April 30—were cancelled on April 30. The total spent: A$28.995 million. This matters because Northern Star has moved past just board approval—the buyback is now live, putting real cash on the table as it works to shore up confidence in its returns and mining operations. In a daily filing, the company disclosed it picked up 641,557 shares on April 30, spending A$13.44 million. To date, 1.73 million shares have been scooped up, with 20.25 million still left in
May 3, 2026
BHP Group Ltd’s China Iron Ore Deal Puts Rio Tinto and Fortescue on the Clock
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BHP Group Ltd’s China Iron Ore Deal Puts Rio Tinto and Fortescue on the Clock

BHP Group Ltd’s iron ore pricing deal with Beijing is now reaching beyond a single contract, the Australian Financial Review said Sunday, and the impact could ripple across Australia’s top export sector. The focus isn’t only on BHP’s ability to ship cargoes into China anymore—now, questions are swirling over whether China’s chosen pricing methods will start to dictate terms for the broader market. The timing here is key—BHP has just wrapped up a protracted standoff with China Mineral Resources Group, or CMRG, the state-backed entity that organizes iron ore buying for China’s steel industry. Last month, Reuters said BHP finished negotiations with CMRG after some types of ore faced buying restrictions. eToro’s Josh Gilbert described the resolution as a step
May 3, 2026
Rio Tinto plc’s Quiet Filing Lands at a Loud Moment for Mining Stocks
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Rio Tinto plc’s Quiet Filing Lands at a Loud Moment for Mining Stocks

Rio Tinto plc has issued 14,724 new ordinary shares under its employee share plan, pushing total voting rights up to 1,255,045,621 just ahead of the miner’s annual meetings in London and Perth, according to a regulatory filing. The new shares carry the same rights as the existing ones and have already been admitted to trading on the London Stock Exchange’s Main Market, the company said. Financially, the disclosure is minor. What’s key: voting rights form the denominator for investors calculating if they need to declare a stake or any changes under UK disclosure regulations. The timing of the update is notable, landing just before Rio Tinto’s annual general meetings on May 6.
May 2, 2026
Why Anglo American plc’s latest filing puts its $53 billion Teck deal back in focus
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Why Anglo American plc’s latest filing puts its $53 billion Teck deal back in focus

On Friday, Anglo American plc reported its updated voting-rights base: 1,178,050,272 ordinary shares outstanding as of April 30—no treasury shares on the books. That’s the official tally for investors sizing up stakes ahead of the proposed Teck Resources tie-up. According to the filing, this number serves as the reference point for shareholders determining if they need to disclose positions or changes, as required by UK rules. The timing is critical as Anglo pushes ahead with a strategic overhaul, sharpening its focus on copper, premium iron ore and crop nutrients. The miner is actively moving away from diamonds, nickel and steelmaking coal. This week, all AGM resolutions cleared the bar—shareholders backed the final dividend with 99.95% of votes, while Chief Executive
May 2, 2026
Mineral Resources stock jumps after POSCO lithium deal clears key hurdle
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Mineral Resources stock jumps after POSCO lithium deal clears key hurdle

Mineral Resources Ltd locked in formal investment and shareholder deals with POSCO Holdings of South Korea, confirming the sale of a 30% stake in a new lithium joint venture and pushing the US$765 million arrangement toward regulatory review and completion. The joint entity, LithCo, is set to house MinRes’ current 50% holdings in the Wodgina and Mt Marion lithium projects in Western Australia. Timing’s a factor here. Just the day before, MinRes bumped up its full-year volume outlook for major units and reported net debt dropping roughly A$400 million over the March quarter. Shares finished Friday at A$66.70—up 4.7%—ranking the stock among the ASX 300’s top performers that session.
May 2, 2026
BHP Group Ltd’s Quiet Critical-Minerals Bet Lands Just as Copper Takes Center Stage
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BHP Group Ltd’s Quiet Critical-Minerals Bet Lands Just as Copper Takes Center Stage

DISA Technologies Inc, a U.S.-based firm focused on squeezing more value from mining sites and old mine waste, has secured $33 million in fresh funding, according to the company. The round, led by Galvanize, saw participation from BHP Ventures, the investment arm of BHP Group Ltd. Melbourne’s mining heavyweight put its venture capital muscle behind the deal. BHP is looking for growth not just from big new mines, but also by squeezing more out of copper, potash, and the ore bodies it already owns. Critical minerals—key for energy, industrial, and security supply chains—often take years to reach the market, so tech that speeds up recovery and needs less capital has become a focus.
May 1, 2026
Fresnillo Stock Rebounds, But Silver Output Drop Leaves a Bigger 2026 Question
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Fresnillo Stock Rebounds, But Silver Output Drop Leaves a Bigger 2026 Question

Fresnillo PLC shares ticked up on Friday, building on Thursday’s strong bounce. Investors shrugged off softer first-quarter silver output from the FTSE 100 miner, focusing instead on firmer precious-metals prices. The stock finished the day at 3,255p, gaining 0.62%. That follows Thursday’s 3.95% jump. Still, shares remain under their January peak, though the tone turned steadier following three straight down sessions earlier this week.
May 1, 2026
Rio Tinto-Backed MRN Clears $1.8 Billion Brazil Bauxite Hurdle
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Rio Tinto-Backed MRN Clears $1.8 Billion Brazil Bauxite Hurdle

Mineração Rio do Norte, a Brazilian bauxite producer with backing from Rio Tinto plc, secured an installation licence from IBAMA for its Novas Minas project. The move gives MRN the green light to begin construction—a crucial milestone as it looks to keep mining in western Pará through 2041. This licence allows building but doesn’t authorize mining just yet; that comes later with the final operating permit. Timing is key here: bauxite—the ore at the heart of Rio Tinto’s aluminium business—still anchors its supply chain. MRN is targeting a 9 billion reais investment, or roughly $1.8 billion, set to roll out from 2027 through 2041. The goal: hold bauxite output steady at around 12.5 million metric tons a year.
May 1, 2026
Glencore Copper Output Jumps 19%, Trading Arm Set to Beat 2026 Guidance
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Glencore Copper Output Jumps 19%, Trading Arm Set to Beat 2026 Guidance

Glencore reported a 19% jump in copper output for the first quarter. Its marketing division, which handles commodity trading and logistics, is now set to surpass the upper end of its long-term earnings guidance, driven by firmer prices and turmoil in energy markets. The timing comes as pressure builds on miners to boost copper exposure, with the metal central to power grids, EVs, and data centres. BHP, Rio Tinto, and Anglo American have all been involved in copper-focused deals or takeover attempts. Earlier this year, Rio exited negotiations with Glencore after failing to settle on terms.
May 1, 2026
Why Antofagasta Stock Jumped Today as Copper Rally Lifts FTSE 100 Miner
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Why Antofagasta Stock Jumped Today as Copper Rally Lifts FTSE 100 Miner

Antofagasta plc jumped 3.24% on Thursday to close at 3,549.5 pence, pulling ahead of the FTSE 100’s 1.62% advance as copper-exposed names attracted interest after recent volatility. Even with the rebound, the Chilean miner remains far from its February peak, but Thursday’s climb left it near the top of London’s blue-chip leaderboard. Timing is key here. Copper prices jumped in London, lifted by upbeat Chinese factory numbers—China still towers as the top copper buyer. On the London Metal Exchange, the three-month contract gained 0.9% to $13,119.50 per metric ton as of 0935 GMT, tracking toward its strongest monthly run of 2026 to date.
April 30, 2026
Weir Group Shares Drop: CEO Exit, Soft Orders Rattle Mining Tech Stock
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Weir Group Shares Drop: CEO Exit, Soft Orders Rattle Mining Tech Stock

Weir Group shares tumbled Thursday after the British mining tech company announced CEO Jon Stanton will exit in August, and unveiled a 3% slide in organic first-quarter orders. That hit sentiment despite the firm leaving full-year guidance untouched. The stock dropped up to 10% and was recently trading 4.4% lower at 2,642 pence by 1405 GMT, according to Reuters via London South East. Timing counts here. Weir has gotten attention as a proxy for rising mining investment in copper, gold, and other key minerals, but the latest update showed patchy demand. Disruptions at mines in Asia-Pacific and Africa, plus the timing of major orders, weighed on the Minerals division—still the company’s biggest unit. Organic orders, for reference, strip out acquisitions
April 30, 2026
Rio Tinto’s Brazil Bauxite Bet Clears Key Permit as Mining Money Floods In
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Rio Tinto’s Brazil Bauxite Bet Clears Key Permit as Mining Money Floods In

Mineração Rio do Norte, with backing from Rio Tinto, secured an installation licence from IBAMA for its Novas Minas bauxite project, paving the way for work to begin at five additional mining sites in western Pará. The company, which leads Brazil in bauxite production, said this permit gives it the runway to operate through 2041. The permit is key now because it backs a long-term supply strategy over any short-term output surge. MRN is looking at about 9 billion reais—roughly $1.80 billion—in spending planned from 2027 through 2041, with a yearly bauxite production goal set at 12.5 million metric tons. Bauxite, of course, is processed into alumina and then aluminium.
April 30, 2026
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