Mining 29 March 2026 - 24 April 2026

Atlas Critical Minerals Stock Faces a New Test as Defense-Metals Money Rushes Into Nasdaq
····

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
Northern Star Resources’ A$500 Million Buyback Tests Gold Miner’s Kalgoorlie Turnaround
···

Northern Star Resources’ A$500 Million Buyback Tests Gold Miner’s Kalgoorlie Turnaround

Northern Star Resources is kicking off a planned A$500 million share buyback, opening the window after its March quarter numbers came in strong enough for the Australian gold miner to maintain annual guidance. Kalgoorlie, though, remains the tougher nut to crack. The timing is key here. Investors have to balance the prospect of a capital return with execution risks at Kalgoorlie Consolidated Gold Mines, Northern Star’s core operation in Western Australia. Back in March, Northern Star cautioned that its full-year production would depend largely on how much ore the current KCGM mill could process.
April 24, 2026
PLS Group’s $600 Million Bond Deal Gives the Lithium Miner a Longer Runway
···

PLS Group’s $600 Million Bond Deal Gives the Lithium Miner a Longer Runway

PLS Group Limited has wrapped up its first US$600 million senior unsecured notes sale, locking in longer-term funding as it shifts away from bank loans and considers its next expansion. The notes, carrying a 6.875% coupon, will come due in 2031, according to the company. Lithium miners, coming off a rough pricing stretch, are suddenly back in focus as investors scan balance sheets for cash, debt levels, and the likelihood of new alliances. Earlier this month, Reuters noted lithium prices bouncing back, hitting their strongest mark in over two years. CRU’s Martin Jackson, weighing in, expects lithium to stay ahead on energy density “for many years to come.”
April 24, 2026
BHP Group Ltd Adds China’s COREX Index in Iron Ore Deal That Ends Months-Long Standoff
···

BHP Group Ltd Adds China’s COREX Index in Iron Ore Deal That Ends Months-Long Standoff

BHP Group Ltd, the world’s third-largest iron ore supplier, has agreed to price its Jimblebar fines using a Chinese iron ore benchmark, according to people with knowledge of the deal. That move ended a protracted dispute with China Mineral Resources Group, which had been holding back on some BHP cargoes. Jimblebar fines are medium-grade, sold as small particles. This shift hands Beijing’s state buyer more influence over imported ore pricing and takes a key risk off the table for BHP’s China iron ore earnings. The timing is notable: China’s buying curbs just dropped, and only days have passed since BHP posted a surprise beat for March-quarter iron ore output.
April 23, 2026
Anglo American plc Revives Coal Sale as Three Bidders Circle Australian Mines
····

Anglo American plc Revives Coal Sale as Three Bidders Circle Australian Mines

Anglo American plc’s Australian steelmaking coal assets are back in play, with at least three bidders circling after last year’s $3.78 billion Peabody Energy deal collapsed. According to Bloomberg News, Stanmore Resources, Mitsubishi Corp, and Indonesia’s PT Buma Internasional Grup remain contenders for the business, which produces coal for blast furnaces. Why does this renewed interest matter? Anglo is moving to offload less important units, aiming to boost its copper profile. Back in February, it updated investors: coal sale on track, nickel disposal agreed, De Beers split in progress. All of it tied to Anglo’s bigger pivot—copper, top-tier iron ore and crop nutrients—as it prepares to merge with Teck Resources.
April 23, 2026
Glencore plc South Africa Power Deal Faces Nersa Test as Smelter Jobs Hang in Balance
···

Glencore plc South Africa Power Deal Faces Nersa Test as Smelter Jobs Hang in Balance

South Africa’s energy regulator on Wednesday kicked Glencore plc’s chrome smelter rescue proposal into the public arena, inviting written feedback and announcing a hearing on Eskom’s revised pricing deals with Samancor Chrome and the Glencore-Merafe Chrome Venture. That move brings the sought-after power tariff breaks to the National Energy Regulator of South Africa, or Nersa, following several weeks of debate on restarting smelters without triggering another round of layoffs. Electricity costs are now the decisive factor for South Africa’s ferrochrome sector. Producing ferrochrome—an alloy of chromium and iron that’s key for stainless steel—demands hefty energy use; steep power tariffs have eroded the country’s edge, putting South African players behind Chinese rivals, despite still holding significant chrome ore reserves.
April 22, 2026
Rio Tinto’s Output Jump Comes With a Supply-Chain Warning Investors Can’t Ignore
···

Rio Tinto’s Output Jump Comes With a Supply-Chain Warning Investors Can’t Ignore

Rio Tinto plc posted higher first-quarter numbers for iron ore and copper production, though the miner flagged uncertainty around fuel and supply chains for the second half due to the Middle East war. The company left its 2026 production and sales targets untouched—investors read that as an indication the immediate impact should be contained. Timing is key here. Rio Tinto wants investors to see that its Australian iron ore operations are still reliably producing, even as copper output from Mongolia’s Oyu Tolgoi ramps up. That copper link matters—think power lines, data centers, electrification.
April 22, 2026
Glencore plc’s South Africa Power Deal Could Revive Smelters, But NERSA Still Holds the Key
···

Glencore plc’s South Africa Power Deal Could Revive Smelters, But NERSA Still Holds the Key

Baar, Switzerland, April 22, 2026, 15:13 CEST Glencore plc’s ferrochrome operations in South Africa are edging toward a restart as Eskom, the state utility, agreed to a lower power tariff—offering some relief after high electricity costs threatened smelters and jobs. Japie Fullard, chief executive at Glencore Ferroalloys, told Argus the company plans to resume production, having secured tariff support for the Glencore-Merafe Chrome Venture from Eskom.
April 22, 2026
Glencore plc Faces New Mount Isa Test as Jervois Copper Project May Bypass Smelter
···

Glencore plc Faces New Mount Isa Test as Jervois Copper Project May Bypass Smelter

Mount Isa, April 7, 2026, 01:25 AEST. Glencore plc faces fresh trouble at its Mount Isa copper smelter. The Australian Financial Review reports that the team behind the Jervois copper project is weighing up options that could bypass Mount Isa for refining. Tough timing for Glencore. Just last year, Australia and Queensland pledged as much as A$600 million to keep both Mount Isa and Townsville’s refinery running for another three years.
April 6, 2026
BHP closes $4.3 billion Antamina silver deal, unlocking cash for copper push
···

BHP closes $4.3 billion Antamina silver deal, unlocking cash for copper push

BHP Group has wrapped up its $4.3 billion silver streaming agreement with Wheaton Precious Metals, securing instant cash tied to its stake in Peru’s Antamina mine. BHP confirmed receipt of the upfront cash, and Wheaton noted the stream kicked in on April 1. This is relevant now because BHP has leaned on asset-management arrangements to unlock cash, with copper becoming a bigger part of the mix. Back in February, the miner reported copper accounted for 51% of group underlying EBITDA—its preferred gauge of core earnings. The Antamina stream, together with a separate iron ore power agreement in Western Australia, is set to free up more than $6 billion in cash, a figure that could hit $10 billion.
April 2, 2026
Rio Tinto Refreshes $10 Billion Debt Programme as Copper and Lithium Spending Builds
···

Rio Tinto Refreshes $10 Billion Debt Programme as Copper and Lithium Spending Builds

Rio Tinto plc on Tuesday rolled out a supplementary prospectus tied to its U.S.$10 billion Euro Medium Term Note programme, updating the miner’s existing debt platform and ensuring access to capital remains in play. The UK Financial Conduct Authority has signed off on the filing, which pertains to notes from three Rio Tinto Finance issuers, with guarantees in place from both Rio Tinto plc and Rio Tinto Limited. Timing’s a factor here. Rio is pouring cash into copper and lithium projects even as cyclone damage has disrupted Pilbara iron ore shipments—the backbone of its earnings. Back in February, the company reported operating cash flow hitting $16.8 billion in 2025, but free cash flow sliding 28%, and net debt moving up
April 1, 2026
BHP Group Ltd shares jump 5% as China PMI surprise lifts miners (Reuters)
···

BHP Group Ltd shares jump 5% as China PMI surprise lifts miners (Reuters)

BHP Group’s U.S. shares rallied 5.4% to $72.74 on Tuesday. Rio Tinto climbed roughly 5%. The gains came as fresh Chinese factory numbers—an official PMI reading—showed the fastest expansion in a year for March, boosting sentiment for the mining giants. This comes with BHP just weeks out from its April 22 operational review, which will cover the nine months ending March 31. That scheduled production update drops as investors hunt for more clarity around demand in the miner’s key iron ore and copper segments.
March 31, 2026
Anglo American Shares Rebound as Teck Merger Timeline, Chile Copper Bet Stay in Focus
···

Anglo American Shares Rebound as Teck Merger Timeline, Chile Copper Bet Stay in Focus

Anglo American ended Tuesday at 3,153 pence, rising from Monday’s 3,093 pence finish but remaining a long way off the 3,701 pence it closed at back on Feb. 27. European stocks steadied, with some relief for miners as hints of a possible Iran de-escalation surfaced after a rough stretch. The rebound is significant, coming as Anglo pushes through an overhaul. The miner is offloading non-core units to sharpen its focus on copper and iron ore, even as it waits on final sign-offs for its $53 billion share-based merger with Teck Resources. Last week, Anglo announced plans to delist from Switzerland on June 26, moving closer to wrapping things up.
March 31, 2026
Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Keeps 2026 Iron Ore Forecast
···

Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Keeps 2026 Iron Ore Forecast

Rio Tinto plc has resumed loading ships at three out of four Pilbara iron ore ports following Cyclone Narelle’s passage across Western Australia’s northwest. Despite damage sustained at Cape Lambert A, the miner left its annual export guidance unchanged. The latest update has calmed short-term nerves around supply from Rio’s main iron ore operations. Timing proved crucial here—iron ore delivered roughly 60% of Rio’s earnings last year. Any extended Pilbara shutdown would have dented volumes, pinched cash flow, and soured sentiment toward the London-listed miner.
March 31, 2026
Glencore Horne Smelter Rescue Takes Shape as Quebec Moves on Emissions Delay, Ottawa Weighs Aid
···

Glencore Horne Smelter Rescue Takes Shape as Quebec Moves on Emissions Delay, Ottawa Weighs Aid

Quebec looks set to extend Glencore’s deadline for cutting arsenic emissions at its Horne smelter, Canadian Mining Journal said Tuesday, citing a proposed provincial bill that would delay tougher caps until 2029. On Monday, Bloomberg reported Ottawa is considering roughly C$150 million in aid for new pollution-control tech. Why does it matter? Horne stands as the only copper smelter in Canada, handling roughly 16% of North America’s smelting capacity each year, Bloomberg notes. Glencore has warned that shutting down the Rouyn-Noranda operation would put its Montreal refinery in jeopardy too—potentially affecting around 3,200 jobs, both direct and indirect.
March 31, 2026
BHP Group Shares Lag Rio and Vale as Pilbara Recovery Turns Focus to April Review
···

BHP Group Shares Lag Rio and Vale as Pilbara Recovery Turns Focus to April Review

BHP Group’s U.S.-listed shares slipped 0.7% Monday afternoon, trailing Rio Tinto—which jumped 2.5%—and Vale, up 0.3%. BHP was last seen at $69.03. Rio traded at $88.79, with Vale at $15.08. Investors still peg BHP to iron ore, despite the company's ongoing efforts to spotlight copper expansion. ASX records indicate BHP hasn't posted any fresh market filings over the past week, so the operational review scheduled for April 22—covering output for the nine months through March 31—remains the next notable event on the calendar.
March 30, 2026
Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Holds 2026 Iron Ore Guidance
···

Rio Tinto plc Restarts Pilbara Ports After Cyclone Narelle, Holds 2026 Iron Ore Guidance

PERTH, Australia, March 30, 2026, 20:11 AWST Rio Tinto plc has resumed ship loading at three out of four Pilbara iron ore terminals in Western Australia after Tropical Cyclone Narelle, the company said Monday. Shipment guidance remains as previously forecast for annual exports. Cape Lambert A, the only terminal yet to restart, should be back online within days.
March 30, 2026
Glencore Copper Smelter Rescue Takes Shape as Canada, Quebec Move to Avert Shutdown
···

Glencore Copper Smelter Rescue Takes Shape as Canada, Quebec Move to Avert Shutdown

Canada and Quebec are scrambling to keep Glencore’s Horne smelter running, after the company warned it could close the plant in response to stricter pollution limits. According to Dow Jones, which cited a Bloomberg piece that referenced people with knowledge of the talks, Ottawa is mulling roughly C$150 million in aid, while Quebec is looking at possible tweaks to emissions standards. The issue stretches far past just one town in Quebec. According to RBC, Horne and its connected Canadian Copper Refinery make up the country’s sole copper smelter-refinery network still running. Charles Cooper at Wood Mackenzie described the facility as “absolutely instrumental” for North America’s copper supply. Bloomberg put the plant’s share at roughly 16% of regional smelting capacity, with
March 30, 2026
Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone
···

Mineral Resources Limited Faces Fresh Onslow Iron Risk as Ashburton Port Stays Shut After Cyclone

Mineral Resources Limited is dealing with another export snag at its Onslow Iron operation, as the Port of Ashburton—the Western Australia hub for its iron ore—remained shut through the weekend in the wake of ex-Tropical Cyclone Narelle. As of now, Pilbara Ports’ alert page continues to show Ashburton closed, despite Dampier, its neighbor, reopening on March 28. Timing is key here. Onslow Iron is now MinRes’ main moneymaker, with the company reporting back in February that the project hit its nameplate 35 million-tonne yearly pace in August. That translated into A$519 million in half-year underlying earnings, or EBITDA.
March 29, 2026
Evolution Mining Limited Back in Focus After UBS Upgrade, Northparkes Growth Push
···

Evolution Mining Limited Back in Focus After UBS Upgrade, Northparkes Growth Push

UBS bumped Evolution Mining Ltd up to neutral from sell on Friday, pointing to better growth prospects tied to copper at Northparkes and the dip in the share price. The firm put its target at A$12.50—just about level with Evolution’s latest close of A$12.46 on the ASX. This call drops right as the miner juggles several key events. There’s a 20-cent interim dividend lined up for April 2, and investors will be watching for March-quarter results on April 15. Back in February, Evolution Mining posted a record half-year profit and gave the green light to more projects.
March 29, 2026
1 … 3 4 5 6 7 8