Mining 24 April 2026 - 30 April 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
Anglo American’s Teck Merger Nears Its Last Big Hurdle as Copper Race Heats Up
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Anglo American’s Teck Merger Nears Its Last Big Hurdle as Copper Race Heats Up

Anglo American said its merger with Teck Resources is on track for completion between September 2026 and March 2027, pending Chinese antitrust approval. Anglo shareholders passed all 21 AGM resolutions, and shares rose 1.15% to 3,555.50 pence. Anglo’s Q1 copper output rose 1% to 170,400 tonnes; Teck’s copper output jumped 32% to 140,000 tons. The combined company would rank among the world’s top five copper producers.
April 30, 2026
Northern Star Buyback: Why the KCGM Turnaround Is Back in Focus
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Northern Star Buyback: Why the KCGM Turnaround Is Back in Focus

Northern Star Resources repurchased 923,598 shares for about A$20.6 million in the first two days of its A$500 million buy-back, filings showed. Shares closed at A$22.14 Monday, up 1.28% on the day but down 6.82% over the week. The company reported March-quarter free cash flow of A$301 million and reaffirmed 2026 gold sales and cost guidance. KCGM mill expansion costs have increased.
April 27, 2026
Fortescue Ltd China Iron Ore Deal Nears as CMRG Tests ASX:FMG Pricing Power
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Fortescue Ltd China Iron Ore Deal Nears as CMRG Tests ASX:FMG Pricing Power

Fortescue Ltd is nearing a supply deal with China’s state-backed iron ore buyer, Bloomberg reported, as Beijing seeks greater control over pricing. Fortescue shipped 48.4 million tonnes in the March quarter, up 5% year-on-year, but cut Iron Bridge guidance after cyclone disruptions. Shares closed at A$19.77 on Monday. The board approved a US$680 million green energy project in the Pilbara, targeting completion by 2028.
April 27, 2026
BHP Group Ltd’s Electric Train Push Hits Union Roadblock as Pilbara Race Tightens
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BHP Group Ltd’s Electric Train Push Hits Union Roadblock as Pilbara Race Tightens

BHP’s plan to begin testing two battery-electric locomotives in Western Australia’s Pilbara region has been delayed by rail safety and union consultation rules, The Australian reported Monday. The locomotives, built by Wabtec, arrived in Port Hedland in November and were set for real-world trials on BHP’s iron ore rail network. Fortescue has started similar trials, while Rio Tinto has paused its own battery locomotive plans.
April 27, 2026
Glencore’s Argentina Copper Restart Moves Into Focus After Sandvik Drill Deal
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Glencore’s Argentina Copper Restart Moves Into Focus After Sandvik Drill Deal

Sandvik received an order to supply three DR413i rotary blasthole drill rigs for Glencore’s restart of the Bajo de la Alumbrera copper mine in Argentina, with first rig delivery set for April. Alumbrera is expected to resume operations in 2027 and begin production in 2028, targeting about 73,000 metric tons of copper through June 2031. Glencore shares fell 1.20% in London trading.
April 27, 2026
Rio Tinto Stock Today: Iron Ore Strength Meets a New Fuel-Risk Test
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Rio Tinto Stock Today: Iron Ore Strength Meets a New Fuel-Risk Test

Rio Tinto shares held near 7,391p in London as investors weighed higher iron ore output against fuel and logistics risks from Middle East tensions. First-quarter Pilbara iron ore production rose 13% to 78.8 million tonnes. Diesel and jet fuel margins surged after disruptions near the Strait of Hormuz, raising cost concerns. Rio maintained its 2026 production guidance despite higher fuel prices and cyclone impacts.
April 27, 2026
Liontown Limited’s April 30 Lithium Update Could Decide Whether Its Rally Has Legs
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Liontown Limited’s April 30 Lithium Update Could Decide Whether Its Rally Has Legs

Liontown Limited will hold a webcast on April 30 to discuss March-quarter results, following a sharp revenue jump and cost drop in the December quarter. CEO Tony Ottaviano will host the call as investors watch for updates from the Kathleen Valley underground mine. Liontown’s shares last traded at A$2.24. Lithium prices have risen 13% over the past month, adding pressure for strong results.
April 26, 2026
Evolution Mining Limited Stock Faces Gold Pullback Test After Cash-Flow Breakthrough
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Evolution Mining Limited Stock Faces Gold Pullback Test After Cash-Flow Breakthrough

Evolution Mining shares closed at A$12.76 Friday, down 2.15%, as gold posted its first weekly loss in five weeks. The company reported March-quarter cash flow of A$406 million and a net cash position, but gold and copper sales fell from the previous quarter. Extra rainfall at Ernest Henry will keep copper output near the low end of guidance. Analysts remain divided on the stock’s outlook.
April 26, 2026
Northern Star Resources Starts A$500 Million Buyback, But the Bigger Test Is Kalgoorlie
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Northern Star Resources Starts A$500 Million Buyback, But the Bigger Test Is Kalgoorlie

Northern Star Resources bought back 455,738 shares for A$10.3 million on April 23, its first disclosed purchase under a new buyback program. The company’s shares closed at A$21.86 on April 24, down 3.49% after its March-quarter report. KCGM mill expansion costs for FY26 are now forecast at up to A$700 million, higher than previous estimates. The buyback can run until April 2027, with up to 22.6 million shares eligible.
April 26, 2026
BHP’s China Deal Could Reset Iron Ore Pricing — Rio and Fortescue Are Watching
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BHP’s China Deal Could Reset Iron Ore Pricing — Rio and Fortescue Are Watching

BHP’s new iron ore contract with China’s state buyer now uses a Chinese portside price index for Jimblebar fines and includes a 1.8% vessel rebate on term deals. The agreement ends a months-long dispute and shifts iron ore futures, with traders weighing increased BHP shipments against Chinese steel demand. Analysts say the deal raises pressure on Rio Tinto, Vale, and Fortescue. The Dalian September iron ore contract rose 0.32% to 787.5 yuan.
April 26, 2026
Fresnillo PLC Shares Face Fresh Pressure After Silver Output Drop, Even as 2026 Guidance Holds
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Fresnillo PLC Shares Face Fresh Pressure After Silver Output Drop, Even as 2026 Guidance Holds

Fresnillo shares fell 1.63% to 3,370 pence on Friday after reporting an 8.5% drop in first-quarter attributable silver production to 11.1 million ounces. Gold output rose 0.7% from the previous quarter but was down 12.8% year-on-year. The company kept its 2026 production guidance unchanged. Berenberg maintained its hold rating and 34-pound price target.
April 25, 2026
Glencore’s South Africa smelter rescue now hinges on a fast Nersa ruling
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Glencore’s South Africa smelter rescue now hinges on a fast Nersa ruling

Glencore-Merafe is urging fast approval of Eskom’s proposed 62c/kWh tariff relief for South African ferrochrome smelters, citing a May 11 labour deadline. Nersa has opened public consultations on changes to Eskom’s pricing agreements with Glencore-Merafe and Samancor. Several smelters remain idle after high power costs. The venture warns further delays could trigger job losses.
April 25, 2026
IGO’s Greenbushes Warning Hits Lithium Stock Just as Prices Turn Higher
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IGO’s Greenbushes Warning Hits Lithium Stock Just as Prices Turn Higher

IGO Limited cut full-year production guidance for the Greenbushes lithium mine to 1.375–1.425 million tonnes and raised cost forecasts, citing lower feed grade and maintenance outages. Shares fell by double digits after the update. Quarterly revenue rose 45% to A$119.7 million, but the company flagged systemic performance issues at Greenbushes. Kwinana refinery posted an A$8 million EBITDA loss.
April 24, 2026
BHP Group’s China Iron Ore Truce Comes With a Pricing Catch
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BHP Group’s China Iron Ore Truce Comes With a Pricing Catch

BHP Group has agreed to price its Jimblebar Fines iron ore using a Chinese index, settling a dispute with China Mineral Resources Group, according to sources cited by Energy News and Reuters. The deal includes a weighted average of four price indices and a 1.8% discount on some cargoes. BHP’s Western Australia Iron Ore unit produced 69.8 million tons in the March quarter, beating estimates. BHP declined to comment on the reported terms.
April 24, 2026
Rio Tinto plc’s ERA Court Fight Puts Ranger Mine Cleanup Back in Focus
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Rio Tinto plc’s ERA Court Fight Puts Ranger Mine Cleanup Back in Focus

A Federal Court decision is pending on Rio Tinto’s attempt to compulsorily acquire the remaining shares of Energy Resources of Australia, after 123 shareholders filed objections above the legal threshold. ERA spent $47 million on Ranger uranium mine rehabilitation in the March quarter, with Pit 3 capping work delayed by weather and permit issues. ERA reported $211.5 million in cash at March 31.
April 24, 2026
Anglo American Coal Sale Back In Play As Three Bidders Circle Australia Mines
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Anglo American Coal Sale Back In Play As Three Bidders Circle Australia Mines

Anglo American has attracted at least three bidders, including Stanmore Resources, Mitsubishi Corp, and PT Buma Internasional Grup, for its Australian steelmaking coal assets, Bloomberg reported. The revived sale follows Peabody Energy’s withdrawal from a $3.78 billion deal last year. Anglo shares fell 1.44% in London trading. The sale comes as Anglo seeks to exit non-core businesses and pursue a merger with Teck Resources.
April 24, 2026
Fresnillo PLC Holds 2026 Guidance After Q1 Silver Drop, But Shares Stay Under Pressure
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Fresnillo PLC Holds 2026 Guidance After Q1 Silver Drop, But Shares Stay Under Pressure

Fresnillo’s first-quarter silver production dropped 8.5% from the previous quarter to 11.1 million ounces, driven by lower ore grades and reduced volumes at key mines. The company maintained its 2026 output guidance for both silver and gold. Shares fell 0.5% in late Friday trading and are down nearly 10% over the week. Gold production rose 0.7% from the fourth quarter but was down 12.8% year-on-year.
April 24, 2026
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