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. 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
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 has asked Glencore to begin talks with La Guajira officials and communities ahead of Cerrejón’s 2034 concession expiry. Cerrejón’s coal output fell 12% to 16.8 million tonnes in 2025 after earlier cuts. The request coincided with Glencore’s release of its 2025 government payments report. Glencore and Cerrejón did not immediately comment.
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’s iron ore pricing settlement with China’s state buyer is under scrutiny after a May 3 report warned of possible industry-wide effects. The agreement, reached after a months-long dispute, uses a weighted average of four price indices for Jimblebar fines. BHP has not disclosed full commercial terms. The deal comes as BHP expands copper and potash projects in Australia and Canada.
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 reported total voting rights of 1,178,050,272 as of April 30, with no shares in treasury, amid its pending merger with Teck Resources. The London Stock Exchange was closed May 4 for a holiday; Anglo last traded at 3,590 pence on May 1. The Teck deal, agreed in September, would give Anglo shareholders 62.4% of the combined group. China antitrust approval remains the key hurdle for the merger.
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

Sandfire Resources closed at A$16.78 on May 1, up 2.88% after a prior drop, amid fresh equity filings and operational concerns. The company kept FY26 copper-equivalent guidance at 149,000–165,000 tonnes but warned output may be at the lower end. Q3 group copper-equivalent output reached 34,500 tonnes. CEO Brendan Harris sold 172,333 shares to cover tax after vesting rights, holding 665,305 shares indirectly.
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 raised expected capital spending for its Taylor zinc-lead-silver project in Arizona to about US$3.3 billion, up US$1.1 billion from its earlier estimate. First production is now slated for the second half of fiscal 2028, with full output delayed to fiscal 2031. Shares dropped 4.63% over the week after the announcement. Analysts flagged concerns over higher costs and slower ramp-up despite a larger ore reserve.
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

Liontown shares surged 12.3% Friday to A$2.64, their highest in nearly three years, after reporting A$33 million in positive net cash flow for the March quarter and record spodumene sales from Kathleen Valley. The company kept FY2026 guidance unchanged and began early works on a planned mine expansion, with up to A$77 million to be spent before a final investment decision expected in early FY2027.
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 signed agreements to sell 30% of its new lithium joint venture to POSCO Holdings for US$765 million, moving the deal into the approvals stage. Proceeds are expected to redeem US$750 million in bonds and cut annual finance costs by about A$150 million. MinRes lifted FY26 volume guidance and reported a net debt drop to A$4.5 billion. The transaction is not yet closed and remains subject to approvals.
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’s new iron ore pricing deal with China gives more weight to yuan-based benchmarks, raising questions about future market terms for Australia’s top export. The agreement follows a standoff with China Mineral Resources Group and has drawn attention to China’s growing influence on pricing. BHP shares closed at A$54.94 on May 1, up 2.27%. Rio Tinto and Fortescue also rallied, lifting the ASX 200 after recent losses.
May 3, 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

Anglo American confirmed 1,178,050,272 ordinary shares in its latest voting-rights filing ahead of its planned merger with Teck Resources. The company reported a 1% rise in copper output and a 31% drop in steelmaking coal for Q1. Chinese antitrust approval remains the last major hurdle for the merger, expected to close between September 2026 and March 2027. Anglo’s shares closed at 3,590 pence on Friday, up 0.10%.
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 signed agreements to sell a 30% stake in its new lithium joint venture LithCo to POSCO Holdings for US$765 million, advancing the deal to regulatory review. LithCo will hold MinRes’ 50% interests in the Wodgina and Mt Marion mines. MinRes reported net debt fell by about A$400 million in the March quarter. Completion is now expected in the first half of fiscal 2027, later than previously targeted.
May 2, 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 shares closed at 3,255p on Friday, up 0.62%, following a 3.95% rebound Thursday. First-quarter silver output fell 8.5% from the previous quarter to 11.1 million ounces, but the company maintained its 2026 production guidance. Silver futures rose 3.23% Friday, supporting mining stocks. Work on the Jarillas shaft at Saucito remains on track for completion later this year.
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

MRN received an IBAMA installation licence for the Novas Minas bauxite project in Pará, clearing the way for construction and operations through 2041. The project, backed by Rio Tinto, Glencore, and South32, is expected to preserve over 7,500 jobs and generate 380 million reais annually in taxes. MRN plans to invest 9 billion reais and maintain annual output near 12.5 million metric tons.
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 shares jumped 3.24% to 3,549.5p Thursday, beating the FTSE 100 as copper prices rose after strong Chinese factory data. The stock remains 20.68% below its February high. First-quarter copper output fell 8% to 143,000 tonnes, but net cash costs dropped 30% to $1.08/lb. Pre-commissioning began at Centinela’s new concentrator, with other expansion projects ongoing.
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 fell as much as 10% after CEO Jon Stanton announced he will step down in August and the company reported a 3% drop in organic first-quarter orders. Headline orders rose 4% on a constant-currency basis, but demand in the Minerals division was hit by mine disruptions in Asia-Pacific and Africa. Andrew Neilson will succeed Stanton as CEO. Weir reiterated its 2026 financial outlook.
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, backed by Rio Tinto, secured an installation licence from Brazil’s IBAMA for its Novas Minas bauxite project, allowing construction at five new sites in Pará. The permit supports MRN’s plan to invest 9 billion reais through 2041 and target annual output of 12.5 million metric tons. Norway’s sovereign wealth fund remains engaged over deforestation concerns tied to the project’s planned expansion.
April 30, 2026
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