Mining 27 February 2026 - 11 March 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
Glencore Share Price Slips as Australia Strike Threat Tests Copper-Led Growth Story
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Glencore Share Price Slips as Australia Strike Threat Tests Copper-Led Growth Story

Glencore shares fell 6.9 pence to 515.7 pence Wednesday as workers at its Townsville copper refinery in Australia threatened to strike after failed pay talks. The dispute follows Rio Tinto’s exit from takeover talks and comes as CEO Gary Nagle considers a possible secondary ASX listing. Glencore expects annual copper output to exceed 1 million tonnes by 2028. The refinery is still expected to lose money despite government support.
March 11, 2026
South32 Ltd Looks to Bypass China for Arizona Zinc as Hermosa Nears U.S. Approval
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South32 Ltd Looks to Bypass China for Arizona Zinc as Hermosa Nears U.S. Approval

South32 plans to send zinc from its $2.16 billion Hermosa mine in Arizona to North American smelters, not China, after a key U.S. Forest Service draft approval on March 6. The company signed a non-binding letter of intent with Teck Resources to supply its British Columbia smelter. The federal review runs through April 20, with a final decision expected in July. South32 says Hermosa could produce up to five critical minerals.
March 11, 2026
Northern Star Resources Ltd shares rebound with gold rally, but guidance cuts still loom
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Northern Star Resources Ltd shares rebound with gold rally, but guidance cuts still loom

Northern Star Resources rose 2.6% Tuesday as Australian gold stocks rebounded, with the gold index up 2.5% and the ASX 200 gaining 1.6%. The miner is still trading below January levels after cutting FY26 production guidance and raising cost forecasts due to operational issues. Spot gold climbed 1.9% to $5,231.79 an ounce. S&P Dow Jones Indices will add Northern Star to the S&P/ASX 20 on March 23.
March 11, 2026
Fortescue Ltd Completes Alta Copper Deal, Deepening Peru Copper Bet
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Fortescue Ltd Completes Alta Copper Deal, Deepening Peru Copper Bet

Fortescue Ltd has acquired all remaining shares of Alta Copper for C$1.40 each, valuing the Peru-focused copper developer at about C$139 million. Alta shares will be delisted from Toronto, Lima, and OTCQX exchanges. Fortescue’s Cañariaco copper project in Peru is not expected to start production until next decade. The company posted a 23% rise in first-half profit to $1.91 billion in February.
March 11, 2026
Glencore plc weighs ASX listing after Rio Tinto talks collapse
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Glencore plc weighs ASX listing after Rio Tinto talks collapse

Glencore is considering a secondary listing on the Australian Securities Exchange to attract new investors, CEO Gary Nagle told the Australian Financial Review. The move follows failed merger talks with Rio Tinto, which Glencore said undervalued its copper business. No timetable has been set, and shareholder consultation is required before any decision. Glencore declined further comment.
March 9, 2026
Denison Mines Starts Saskatchewan Drill Program as Phoenix Uranium Mine Build Nears
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Denison Mines Starts Saskatchewan Drill Program as Phoenix Uranium Mine Build Nears

Denison Mines began winter drilling at the Wheeler North joint venture in northern Saskatchewan, launching a 2,500-metre diamond drill program weeks after approving construction of its Phoenix uranium mine. Denison owns 49% of Wheeler North and can increase its stake to 70% through further spending and payments to partner Skyharbour Resources. Phoenix’s initial capital cost estimate rose to C$600 million in January. Denison shares rose 8 cents to $3.75.
March 9, 2026
Northern Star Resources cracks S&P/ASX 20 in March rebalance, replacing Santos
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Northern Star Resources cracks S&P/ASX 20 in March rebalance, replacing Santos

Northern Star Resources will join Australia’s S&P/ASX 20 index on March 23, replacing Santos, after a quarterly rebalance by S&P Dow Jones Indices. The move follows Northern Star’s acquisition of De Grey Mining and a 34% rise in half-year EBITDA to A$1.876 billion. Regis Resources and Westgold Resources will enter the ASX 100. The changes come as gold prices climb and sector stocks gain weight in local benchmarks.
March 6, 2026
BHP Group Ltd Faces Wider China Iron Ore Curbs as Contract Standoff Deepens
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BHP Group Ltd Faces Wider China Iron Ore Curbs as Contract Standoff Deepens

China Mineral Resources Group has expanded restrictions on BHP iron ore cargoes, now including Mac fines, Newman fines, and Newman lumps, amid a contract dispute. Stocks of BHP’s Jimblebar cargoes at Chinese ports hit a record 9.8 million tons by Feb. 26, up 457% since September. Canberra is monitoring the situation as iron ore is Australia’s top export. BHP declined to comment; CMRG did not respond.
March 6, 2026
Mineral Resources Limited’s CSI unit hits record 166Mt output, lifts mining services EBITDA to $488m
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Mineral Resources Limited’s CSI unit hits record 166Mt output, lifts mining services EBITDA to $488m

Mineral Resources Ltd’s mining services division produced a record 166 million tonnes in H1 FY26, with EBITDA up 29% to $488 million. Subsidiary CSI Mining Services operated 28 crushing plants with annual installed capacity of 167 million tonnes. MinRes shares last traded at $55.85, up 0.25%. The company cited external contracts and the Onslow Iron ramp-up as key drivers.
March 5, 2026
BHP Group Ltd says Queensland coal returns are zero, shuts Mackay FutureFit Academy
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BHP Group Ltd says Queensland coal returns are zero, shuts Mackay FutureFit Academy

BHP’s Queensland coal joint venture reported zero return on capital for the half-year to December 31, 2025, citing high royalties and rising costs. The company will close its FutureFit Academy in Mackay and cut about 750 roles across Queensland. BHP flagged the Saraji South mine for temporary shutdown in fiscal Q2 2026. New coal projects in Australia face financing and permitting difficulties.
March 5, 2026
Anglo American share price in focus before London open after 3.8% drop as miners slide
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Anglo American share price in focus before London open after 3.8% drop as miners slide

Anglo American shares fell 3.84% to 3,452p in London on Tuesday, extending a two-day slide amid a sharp drop in UK stocks and surging energy prices. About 17.3 million shares traded, with the stock now 11% below its February high. The miner set its AGM for April 29 and will go ex-dividend on March 12. Brent crude rose nearly 7% as Middle East tensions disrupted energy exports.
March 4, 2026
Evolution Mining (ASX:EVN) share price drops 4.7% as dividend trade fades — what investors watch next
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Evolution Mining (ASX:EVN) share price drops 4.7% as dividend trade fades — what investors watch next

Evolution Mining shares fell 4.7% to A$16.07 at Wednesday’s close, dropping 80 cents as the stock traded ex-dividend after a record 20-cent payout was declared last month. About 7 million shares changed hands. The ASX 200 fell 1.9% and materials lost 2.9%. Director Andrea Hall sold 10,000 shares at A$16.65 each, according to an ASX filing.
March 4, 2026
Lithium price whipsaw jolts miners as SQM flags record Q1 sales
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Lithium price whipsaw jolts miners as SQM flags record Q1 sales

China’s top lithium carbonate futures contract swung from 179,500 yuan a tonne to below 170,000 before settling at 173,500 on Monday, as open interest dropped by 3,200 lots, SMM said. The market reacted to Zimbabwe’s suspension of lithium exports last week. U.S.-listed lithium miners traded mixed. Premier African Minerals said its Zimbabwe plant will arrive March 3 and expects no disruption from the export ban.
March 2, 2026
Mineral Resources share price drops after ASX close as iron ore slips — what’s next for MIN
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Mineral Resources share price drops after ASX close as iron ore slips — what’s next for MIN

Mineral Resources shares closed down 2.1% at A$59.70 in Sydney on Monday, tracking softer iron ore prices in Asia while lithium prices rose. The stock moved between A$59.25 and A$62.49 during the session. Investors are watching China’s upcoming manufacturing data and parliament meeting for policy signals. MinRes will report its next quarterly results on April 30.
March 2, 2026
Anglo American share price snaps back as miners lift Europe; De Beers sale in focus
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Anglo American share price snaps back as miners lift Europe; De Beers sale in focus

Anglo American shares rose 1.9% to 3,758 pence by 09:40 GMT in London, rebounding after a 3.6% drop Thursday. CEO Duncan Wanblad said De Beers bidders are consortia and a sale could split Anglo’s stake. De Beers posted a $511 million EBITDA loss in 2025, with Anglo recording a $2.3 billion impairment. Investors await Anglo’s April 28 production report for further updates.
February 27, 2026
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