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.-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
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 plc confirmed its merger with Teck Resources is still aiming for completion sometime between September 2026 and March 2027. The only major regulatory hurdle left is Chinese antitrust signoff, as the competition review remains outstanding. On Wednesday, shareholders signed off on all 21 resolutions at the miner’s annual general meeting. That decision preserves one of the sector’s biggest copper plays as pressure mounts on miners to expand output sensibly, not at any price. Anglo has been moving to streamline its business, focusing on copper, premium iron ore—favored for its use in steelmaking—and crop nutrients, while offloading coal, nickel, and De Beers.
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 snapped up 923,598 shares over the first two sessions of its newly launched on-market buy-back, according to a fresh filing, putting the spotlight back on its A$500 million capital return plan after a volatile stretch for the Australian gold miner. On April 24, the company picked up 467,860 shares, following its purchase of 455,738 shares the previous day, for a combined outlay of roughly A$20.6 million. Timing is key here. Northern Star wants the market to see it can handle both paying out to shareholders and ramping up investment at Kalgoorlie Consolidated Gold Mines, or KCGM, even as it works through previous operational hiccups. Shares finished Monday at A$22.14—up 1.28% for the session, but still 6.82% lower
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

PERTH, Australia, April 28, 2026, 05:10 Fortescue Ltd is nearing a deal with China’s state-backed iron ore buyer, according to a Monday report from Bloomberg, a move that could mark the miner’s entry into Beijing’s ongoing bid for greater sway over iron ore contracts. This comes after BHP Group resolved a different dispute. No details on the agreement were given, and the source with knowledge of the talks was not identified.
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 Group Ltd’s rollout of battery-electric locomotives in the Pilbara has hit delays, with safety protocols and union consultations complicating the start of operations for two new trains, The Australian reported on Monday. Instead of moving ahead as planned, the battery-powered units—designed to run without diesel—are still waiting to begin live trials on BHP’s iron ore lines connecting its mines to Port Hedland. BHP is under pressure right now to demonstrate a technology aiming to clean up a particularly carbon-heavy segment of its iron ore logistics, all while keeping shipments moving out of Western Australia. Back in 2022, the company pointed out that converting its entire WA iron ore locomotive fleet—over 180 in total—to battery-electric could chop diesel-related carbon emissions
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

April 27, 2026, 16:02 CEST—Baar, Switzerland. Glencore plc edged closer to reviving Argentina’s Bajo de la Alumbrera copper mine on Monday, as Sandvik landed a contract to deliver three DR413i rotary blasthole drill rigs for the operation’s restart. The rigs, designed to drill explosive blast holes in open-pit sites, are slated for deployment at Alumbrera.
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 plc stock barely budged in London Monday, hovering around 7,391p following a 7,345p open. Investors were digesting stronger iron ore production numbers while also eyeing escalating fuel and logistics threats from Middle East turmoil. According to AJ Bell, the shares ticked up 0.15%, touching a session peak at 7,432p and putting the miner’s market cap close to £120.19 billion. Timing's key here: costs are shifting quickly. Reuters said Monday that diesel and jet fuel margins have shot higher after disruptions near the Strait of Hormuz—a bottleneck handling roughly a fifth of global oil flows and a big chunk of fuel exports. Those kinds of shocks can filter into mining costs, freight, even how crews get around, sometimes almost
April 27, 2026
CNB Stock Jumps 6.7% As Carnaby’s Copper Drilling Bet Moves Into Focus
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CNB Stock Jumps 6.7% As Carnaby’s Copper Drilling Bet Moves Into Focus

Carnaby Resources’ shares finished Monday up 6.7% at A$0.555, marking a three-day climb as buyers latched on to the Greater Duchess copper-gold narrative. The stock started the day at A$0.520, touching that A$0.555 peak before the close, according to market data. This shift stands out, given that no new price-moving filings hit on Monday. The most recent CNB updates still on record: last week’s unquoted securities notice, and—of greater relevance to investors—the April 21 drilling update at Greater Duchess.
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

April 27, 2026, 04:02 AWST—Perth, Australia. Liontown Limited has scheduled an April 30 webcast for investors, analysts and media, where the team will go over March-quarter results. The event, flagged in an ASX statement, comes after the Western Australian lithium producer delivered a notably stronger previous quarter. Chief Executive Tony Ottaviano is set to lead the call, which starts at 10:00 a.m. AWST.
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 Limited faces a tougher start in Sydney on Monday. The stock ended Friday at A$12.76, off 2.15% as gold handed back some gains that had fueled the company’s robust March-quarter cash flow. Numbers show the shares are just a touch above where they began the year, even after Evolution shifted to a net cash position—cash now outweighs debt. The dynamic’s changed: gold’s price isn’t handing an automatic boost to miners anymore. On Friday, spot gold climbed 0.6% to $4,721.15 an ounce, according to Reuters, though it still logged a weekly loss of over 2% as the U.S. dollar firmed and Treasury yields ticked up, taking some shine off bullion.
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 Ltd repurchased 455,738 ordinary shares for A$10.3 million on April 23, marking its first reported on-market buyback, according to a daily notice filed Friday. The Australian gold producer has authorization to buy back as much as A$500 million in stock through the program. The buyback comes as investors are still sizing up Northern Star’s efforts to turn things around at Kalgoorlie Consolidated Gold Mines, or KCGM—its main production hub in Western Australia. Northern Star maintains that its full-year production forecast depends on mill throughput at KCGM, essentially how fast they can turn ore into sellable gold.
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 Group Ltd’s agreement with China’s main iron ore buyer has shifted from contract negotiations to impacting market prices, leaving iron ore futures drifting as traders tried to balance ongoing Chinese steel demand and the likelihood of additional BHP shipments making their way to the top global consumer. This matters right now: the agreement wraps up a months-long spat that had threatened BHP’s relationship with its top customer, just as Chinese steel mills start to rebuild inventories ahead of the May Day holiday. And it’s a test—how much sway does Beijing really hold in iron ore pricing, beyond just the volume it buys?
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 PLC slipped 1.63% to finish Friday at 3,370 pence, underperforming as investors reacted to a first-quarter dip in silver production. The Mexican miner, however, stood by its output guidance for 2026. Throughout the week, shares tied to metals—including Fresnillo—were buffeted by shifting commodity prices and broader market caution. This is significant: Fresnillo isn’t some fringe player in silver. The company calls itself the world’s top primary silver producer, also leading in gold output in Mexico. That’s why shifts in ore grades — basically, how much metal each ton of rock contains — get extra scrutiny, hinting at what’s ahead for both production levels and costs.
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 plc’s chrome business in South Africa is throwing its support behind efforts to accelerate regulatory sign-off on Eskom’s power-tariff relief proposal, as a key May 11 labor deadline looms over the bid to revive shuttered ferrochrome smelters. Time is tight: South Africa’s energy regulator Nersa published an April 22 call for stakeholders to weigh in—written comments, plus a public hearing—on proposed changes to Eskom’s negotiated pricing deals with Samancor Chrome and the Glencore-Merafe Chrome Venture. These negotiated pricing agreements? They’re custom electricity contracts struck with major power consumers.
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 slashed its full-year output target for the Greenbushes lithium mine and bumped up its cost outlook, dialing back expectations for one of Australia’s most prominent battery-metals names—even though revenue and cash flow climbed this quarter. The South Perth-based miner has cut its Greenbushes output target for FY26 to a range of 1.375 million to 1.425 million tonnes of spodumene, used in battery chemical production. Previously, the forecast sat between 1.5 million and 1.65 million tonnes. The company’s March-quarter report also flagged higher unit cash costs, now expected at A$380–A$420 per tonne, up from the earlier A$310–A$360 range.
April 24, 2026
Northern Star Resources Starts $500 Million Buyback as KCGM Turnaround Test Looms
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Northern Star Resources Starts $500 Million Buyback as KCGM Turnaround Test Looms

Northern Star Resources Ltd repurchased 455,738 shares for A$10.3 million on April 23, according to a company filing released Friday. This marks the first reported buy under its on-market program, which allows for up to A$500 million in purchases. In this approach, shares are acquired directly through exchange trading rather than via a tender offer. The capital return kicks off right as investors are watching to see if Northern Star’s March-quarter cash flow can translate into more reliable production at Kalgoorlie, the company’s flagship site in Western Australia. For the March quarter, the gold miner logged sales of 380,807 ounces. All-in sustaining cost came in at A$2,709 per ounce—AISC folds in both operating expenses and the investments required to keep
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 Ltd will switch to a Chinese iron ore price index for its Jimblebar Fines product, settling a protracted dispute with China Mineral Resources Group, according to three sources cited by Reuters in a report published by Energy News. This pivot hands more pricing clout over BHP’s key iron ore product to China’s state buyer, following a stretch of procurement bans. China stands as BHP’s largest client, and iron ore is still the miner’s main source of cash, despite its ongoing push into copper.
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

Energy Resources of Australia said Friday that Rio Tinto’s push to buy out minority shareholders is still with the Federal Court, keeping legal uncertainty hanging over the shuttered Ranger uranium mine in the Northern Territory. The proposed compulsory acquisition—Rio’s attempt to squeeze out the last holdouts—hit a hurdle after objections surpassed the legal threshold, so court sign-off is still pending. Investors are watching closely as Rio pushes to boost production and hold costs in check, all while managing its aging assets. Earlier this week, the company posted a 9% increase in copper-equivalent output from a year earlier—this metric translates all commodity production into copper terms—and left its main 2026 guidance where it was.
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

At least three suitors have surfaced for Anglo American’s Australian steelmaking coal unit, breathing new life into a sale process derailed when Peabody Energy backed out of its $3.78 billion offer last year. According to Bloomberg News, Stanmore Resources, Mitsubishi Corp, and Indonesia’s PT Buma Internasional Grup are among those bidding, citing sources familiar with the situation. Anglo declined to comment, and none of the bidders gave Reuters an immediate response to requests for comment. The renewed attention comes as Anglo works to dismantle its traditional diversified mining setup and keeps moving toward its planned merger with Teck Resources. Its coal properties lie in the Bowen Basin in Queensland, an important region for steelmaking coal—the higher-grade variety used in blast-furnace
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 PLC is sticking with its 2026 production guidance, even after a dip in first-quarter silver output. The company’s attributable silver production landed at 11.1 million ounces for the quarter, down on the back of weaker ore grades and slimmer volumes at Saucito, Fresnillo, and Juanicipio. Still, the London-listed miner, whose main assets sit in Mexico, is leaning on mine plans and a lift in precious-metals prices to keep the year on track. Investors are zeroed in on whether Fresnillo can actually convert these lofty gold and silver prices into real cash flow—without stumbling through another year of missed targets. The stock changed hands at 3,408 pence on Cboe Europe as of 11:08 a.m. EDT, ticking 0.5% lower for the
April 24, 2026
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