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. 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
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 sold 380,807 ounces of gold in the March quarter at an all-in sustaining cost of A$2,709 an ounce, generating A$2.01 billion in revenue. The company will begin a planned A$500 million share buyback around April 23 and maintained full-year guidance above 1.5 million ounces. Jarden cut its price target to A$22.30. Northern Star warned output remains heavily tied to throughput at the Kalgoorlie mill.
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 closed a US$600 million senior unsecured notes offering maturing in 2031 at 6.875%, using proceeds to repay A$375 million in bank debt and reduce its credit facility. The notes were sold to institutional and offshore investors and are guaranteed by subsidiaries. Shares fell 4.05% to A$5.68 after the announcement. Sullivan & Cromwell said it was the first such high-yield bond by an Australian miner since 2021.
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 has agreed to use China’s COREX iron ore benchmark for Jimblebar fines contracts, ending a dispute with China Mineral Resources Group that had restricted some purchases. The contract runs through BHP’s 2027 financial year and includes a 1.8% rebate per vessel, sources said. BHP’s March-quarter Western Australia iron ore output beat estimates at 69.8 million tons. BHP shares rose up to 1.8% after the news.
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

At least three bidders, including Stanmore Resources, Mitsubishi Corp, and PT Buma Internasional Grup, remain in contention for Anglo American’s Australian steelmaking coal assets, Bloomberg reported Thursday. The sale process, managed by Goldman Sachs and Morgan Stanley, resumed after Peabody Energy abandoned a $3.78 billion deal last year following an underground fire at Moranbah North.
April 23, 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’s first-quarter iron ore production in Pilbara rose 13% to 78.8 million tons, while copper output climbed 9% to 229,000 tons. The company kept 2026 guidance unchanged but warned of limited visibility on supply-chain risks from the Middle East conflict. London shares closed up 2.3%. Bauxite output fell 11% after weather disruptions in Australia.
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

Glencore-Merafe’s South African ferrochrome smelters could restart after Eskom agreed to a 62c/kWh power tariff, pending approval from energy regulator NERSA. The company has paused job cuts until May 11 as it awaits the regulator’s decision. The timing coincides with Glencore’s April 30 production report. Final approval and commercial terms remain uncertain.
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

Developers of the Jervois copper project are considering refining options that could bypass Glencore’s Mount Isa smelter, the Australian Financial Review reported Monday. The move comes after KGL Resources signed a US$300 million streaming deal to fund Jervois and as Mount Isa faces feed shortages following the 2025 closure of its main mine. Glencore relies on outside concentrate and government support to keep the smelter running.
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 received a $4.3 billion upfront payment from Wheaton Precious Metals after finalizing a silver streaming deal tied to its share of Peru’s Antamina mine output. The agreement gives Wheaton rights to 33.75% of BHP’s silver from Antamina until 100 million ounces are delivered, then 22.5% after, with settlement via metal credits. BHP retains full exposure to copper, zinc, and lead from the mine.
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 published an updated prospectus for its $10 billion Euro Medium Term Note programme, approved by the UK Financial Conduct Authority, as it seeks funding for copper and lithium expansion amid cyclone-hit Pilbara iron ore shipments. Net debt rose to $14.36 billion in 2025, while free cash flow fell 28%. Rio recently secured $1.175 billion for its Rincon lithium project and launched a $500 million drilling campaign at Resolution Copper.
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 rose 5.4% to $72.74 Tuesday after Chinese factory data showed the fastest expansion in a year, lifting mining stocks. China’s official PMI climbed to 50.4 in March, beating forecasts. Iron ore futures stayed near $106 a ton as traders balanced stronger steel demand with high inventories and energy costs. BHP faces an operational review April 22 amid ongoing pressure from Chinese import restrictions.
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 shares closed at 3,153 pence Tuesday, rebounding from Monday but still far below late February levels. The miner is pushing ahead with a $53 billion all-stock merger with Teck Resources and plans to delist from Switzerland in June. Anglo reported $6.4 billion underlying EBITDA for 2025 but posted a $3.7 billion loss after a De Beers writedown. Chile’s antitrust regulator cleared a copper venture with Codelco last week.
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 plans to extend Glencore’s deadline to meet stricter arsenic limits at its Horne copper smelter from 2027 to 2029, Canadian Mining Journal reported. Ottawa is considering about C$150 million in support for new pollution controls. Public health officials warn the delay prolongs toxic exposure for nearby residents. Glencore froze nearly C$1 billion in planned investments after talks with Quebec stalled.
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. shares slipped 0.7% Monday, underperforming Rio Tinto’s 2.5% gain and Vale’s 0.3% rise. Investors continue to trade BHP on iron ore prospects, despite copper overtaking iron ore as its top earnings driver. No new filings appeared on the ASX, with BHP’s next operational update due April 22. Rio Tinto resumed Pilbara terminal loading after Cyclone Narelle and kept shipment guidance unchanged.
March 30, 2026
Anglo American plc Shares Open Higher in London as Miners Rally; Gemco and Teck Stay in Focus
····

Anglo American plc Shares Open Higher in London as Miners Rally; Gemco and Teck Stay in Focus

Anglo American shares opened 0.5% higher at 3,076 pence in London on Monday, topping Friday’s close. The move came as miners rose after Rio Tinto resumed Pilbara iron ore operations post-cyclone, though Anglo’s Gemco manganese mine remains shut. Anglo is preparing to delist from the Swiss exchange ahead of its Teck merger. The company cut 2026 copper guidance in February and posted a $3.7 billion annual loss.
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

Rio Tinto resumed ship loading at three of four Pilbara iron ore terminals after Cyclone Narelle, with Cape Lambert A still under repair. The company kept its 2026 shipment guidance unchanged at 323–338 million tonnes despite an estimated 8 million-tonne cyclone impact. London shares rose 3.5%, lifting the FTSE 100. Port closures began March 24; loading restarted March 28.
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 may provide about C$150 million to keep Glencore’s Horne copper smelter open as Quebec considers delaying stricter arsenic limits to 2029, sources told Bloomberg. The site accounts for 16% of regional smelting capacity and supports 3,200 jobs. Glencore froze spending in February, citing regulatory uncertainty. The plant faces a class action over emissions and stricter provincial air standards.
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

The Port of Ashburton remains closed after ex-Tropical Cyclone Narelle, disrupting Mineral Resources’ Onslow Iron exports, while Dampier reopened March 28. Pilbara Ports has not given a reopening time and says engineering checks will continue into next week. Onslow Iron shipped 17.3 million tonnes in the first half, helping MinRes cut net debt to A$4.9 billion by Dec. 31. Sea conditions are still limiting inspections at Ashburton.
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 upgraded Evolution Mining to neutral from sell, setting a A$12.50 target after a stock pullback and improved copper outlook at Northparkes. The move follows similar upgrades by JPMorgan and Macquarie this month. Evolution posted record half-year profit of A$767 million in February and approved major copper and gold projects at Northparkes and Ernest Henry. A 20-cent interim dividend is due April 2.
March 29, 2026
1 … 3 4 5 6 7 8