Mining 26 February 2026 - 11 March 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
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 Ltd plans to steer zinc from its proposed $2.16 billion Hermosa project in Arizona toward smelters in North America, skipping Chinese processors as the development clears a new permitting hurdle. “We will prioritize domestic and regional smelters,” said Pat Risner, president of South32 Hermosa, referring to production expected to begin later this decade. Timing is key here: Washington wants to ramp up domestic critical-mineral supply. On March 4, Reuters reported the Pentagon reached out to mining firms, seeking help to shore up U.S. reserves of 13 essential minerals. South32’s plan to link Arizona mine production with processing in North America lines up with that strategy.
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 Ltd climbed 2.6% on Tuesday, bouncing back alongside other Australian gold stocks as the local market found footing after Monday’s oil-driven drop. Evolution Mining was up 3.1%. Australia’s gold-stock index moved 2.5% higher, with the ASX 200 regaining 1.6%. Northern Star’s shares continue to feel the weight of January’s reset. The company flagged a disappointing December quarter and unexpected downtime — the big hit was a primary crusher breakdown at its Kalgoorlie Consolidated Gold Mines, or KCGM, site — which led management to lower its FY26 production forecast. Guidance now sits at 1.6 million to 1.7 million ounces, trimmed from the earlier range of 1.7 million to 1.85 million.
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 wrapped up its takeover of Alta Copper, giving it 100% ownership of the Peru-based copper firm and the Cañariaco project as it intensifies its copper push. On Tuesday, the Australian miner said Nascent Exploration, its subsidiary, acquired the remaining shares. The move ramps up Fortescue's transition from just iron ore, steering further into the copper sector—a key material for electric vehicles, power networks, and other green tech. Now, Fortescue sits more directly alongside BHP and Rio Tinto, both of which have been upping their copper bets, especially after Fortescue scaled back some of its global hydrogen efforts last year.
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 plc may consider listing in Australia if it means attracting more investors, the Australian Financial Review reports, suggesting the miner is still hunting for a boost after its merger bid with Rio Tinto fell through. Chief executive Gary Nagle said a second listing would let investors “another option other than Rio and BHP.” The Rio move has spotlighted a valuation gap, just as copper—essential for power grids and building projects—becomes central to mining industry playbooks. Glencore argued that the proposal failed to reflect the real worth of its copper unit and its expansion prospects. According to the AFR, Nagle views an Australian listing as a route to better acquaint local investors with Glencore and maybe give its shares a
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

TORONTO, March 9, 2026, 3:14 PM EDT Denison Mines has kicked off winter drilling at the Wheeler North joint venture in northern Saskatchewan, expanding its hunt for uranium just weeks after the green light on its Phoenix mine. The initial phase—roughly 2,500 metres of diamond drilling—targets Fox Lake Trail and marks the start of a broader 7,500-metre push slated for 2026, according to partner Skyharbour Resources on Monday.
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 Ltd is set to enter Australia’s S&P/ASX 20 during the March quarterly rebalance, with S&P Dow Jones Indices announcing Friday that the miner will take Santos’ spot before trading kicks off on March 23. The update also puts Regis Resources and Westgold Resources, both gold producers, into the ASX 100—highlighting a growing presence for gold in the nation’s key equity indexes. The shift is significant: the S&P/ASX 20 holds the biggest and most heavily traded names on the Australian bourse, with products linked to the index sticking closely to its roster. BlackRock’s iShares S&P/ASX 20 ETF, for instance, targets that same benchmark, minus fees.
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, the government-backed iron ore buyer, has stepped up its restrictions on new seaborne shipments from BHP Group Ltd, broadening a contract standoff that’s dragged on for months and now hits some of BHP’s mainstays. The curbs extend to Mac fines, Newman fines, and Newman lumps—core iron ore grades for steelmakers. BHP declined to comment, while CMRG didn’t immediately respond to Reuters’ request. This round of talks carries weight: the agreement at stake accounts for most of BHP’s northwest Australia production and supplies about 20% of China’s iron ore demand. The timing is notable, too—BHP’s latest numbers show copper edged past iron ore in first-half operating earnings, but iron ore still brought in $7.50 billion.
March 6, 2026
Microsoft teams up with copper giant Codelco on AI as mining races to modernise
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Microsoft teams up with copper giant Codelco on AI as mining races to modernise

Codelco, Chile’s state-run copper producer, has entered into an 18-month memorandum of understanding with Microsoft Corp, the miner said Thursday. The agreement will see both firms explore collaboration on artificial intelligence, advanced analytics, automation, and digital security across mining operations. Financial details weren’t provided. Miners are hunting for ways to boost output and improve safety, all while dealing with declining ore grades and mounting expenses. Microsoft, for its part, sees this deal as a fresh chance to extend its AI ambitions beyond its core tech and office software business.
March 5, 2026
SSR Mining’s $1.5 billion Turkey exit: Copler stake sale aims to clear a long-running overhang
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SSR Mining’s $1.5 billion Turkey exit: Copler stake sale aims to clear a long-running overhang

SSR Mining Inc announced it’s offloading its 80% interest in the Çöpler gold mine in Türkiye to Cengiz Holding A.S. for $1.5 billion in cash. The stock jumped over 12% Wednesday after the news broke. This deal is significant. Çöpler has cast a shadow on the shares ever since the mine halted operations following a 2024 landslide. That $1.5 billion cash infusion gives the company immediate flexibility to overhaul its portfolio. Analysts see the sale as a move to offload a tough-to-value asset, loaded with country and permitting risk—especially now, when investors aren’t tolerating uncertainty.
March 5, 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

Perth, March 5, 2026, 15:09 GMT+8 Mineral Resources Ltd reported a record 166 million tonnes mined by its services division in the first half of fiscal 2026, with $488 million in EBITDA — up 29% from a year earlier. The company credited both new work for external clients and the Onslow Iron project ramp-up for the boost. Subsidiary CSI Mining Services operated 28 crushing plants, with their combined installed capacity reaching 167 million tonnes per year.
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 Group Ltd’s coal joint venture told employees in a March 2 email, seen by Platts on March 4, that Queensland operations can’t “compete for investment”—returns are down to zero, the message said, pointing to steep royalties, higher costs, and unstable coal prices. The company is shutting down its FutureFit Academy in Mackay in its current form, planning to consolidate training out in Western Australia instead. Chair Ross McEwan spelled it out: “zero investment into Queensland.” For Queensland Resources Council chief Janette Hewson, coal royalties remain among the sector’s top worries. BHP’s half-year numbers are in: the BHP Mitsubishi Alliance posted an underlying return on capital employed of 0% for the six months to Dec. 31, 2025 — essentially flat
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

London, March 4, 2026, 07:49 GMT — Premarket Anglo American faced attention before Wednesday’s session in London, following a 3.84% slide on Tuesday that left shares settling at 3,452 pence. Trading volume reached roughly 17.3 million shares. The stock now sits about 11% under its 52-week peak of 3,877 pence, which it touched on Feb. 25, according to trading data.
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

New York, March 2, 2026, 13:51 EST — Regular session. China’s most-traded lithium carbonate contract swung sharply on Monday, hitting 179,500 yuan a tonne before sliding under 170,000 and then settling around 173,500 into the close, Shanghai Metals Market said. Open interest — the number of outstanding futures contracts — fell by about 3,200 lots, a sign some traders cut exposure after the spike.
March 2, 2026
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