• Rio Tinto defeats activist hedge fund push to axe dual listing (AFR) but thorny issue may not be settled forever (Australian)

• Albemarle is anticipating more pain for higher-cost lithium producers (Bloomberg)

• Alcoa says keeping its Portland aluminium smelter in Victoria open beyond 2035 hinges on securing a low-priced electricity deal (Australian) while dismissing green hydrogen as a potential energy source

• Clive Palmer’s Mineralogy has intensified its attacks on disclosures by CITIC Pacific as they fight over the future of the $20B Sino iron project (West)

• Glencore reports falling copper production while maintaining long term guidance (MNN)

• Rio Tinto warns of unions’ return to the Pilbara (West)

• Grange Resources withdrew its plans to develop an iron magnetite project near Albany (West)

• Canadian mining veteran, Rob McEwen, sees gold running to US$5,000/oz (Bloomberg)

• Atlantic Tin is being acquired by Xinye for A$98 million (ATL) Pala, ~71% shareholder, support the deal as they realise value from the Moroccan project

• Pantoro Gold notified Nebari of its intention to repay the outstanding convertible loan facility of ~US$6.3m, after which it will be debt free (PNR)

• Resolute advised it had completed the acquisition of the previously announced Doropo and ABC gold projects from AngloGold Ashanti (RSG)

• Rox Resources launched a $40m equity raise (AFR Street Talk), after lodging a trading halt yesterday morning (RXL)

• Arika Resources raised $5m via a placement to fast-track exploration at its Yundamindra and Kookynie gold projects (ARI)

• Equinox Resources raised $3m via a two-tranche placement (EQN)

• We hear that Gold Road may have received a best and final offer from Gold Fields in the last few days. Let’s see if it gets a deal done…

• We expect this to be endgame for Gold Road

• Australia: caught between a slowing China and a chaotic US (FT)

• Develop’s valuation comes to the fore as the extent of production and cashflow outlook emerges (Livewire)

• Pentagon’s AI metals program goes private in bid to boost Western supply deals (Reuters) AI program that aims to predict the supply and price of critical minerals can now be used by more than 30 mining companies

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