• BHP said it’s signed preliminary deals with CATL & BYD to explore opportunities in battery development for mining equipment & transport (Reuters)

• Vitol signed its first multi-year financing deal for metals, with a US$240m, 4-year prepay deal for 6Mt of iron ore with a Brazilian producer (Bloomberg)

• The key iron ore players in Australia’s and its biggest customer are on the same page about the importance of “green iron”, according to PM Albanese (West)

• MA Financial has warned gold investors that the easy wins for producers tracking the soaring commodity price may already be in the rearview mirror (AFR)

• Bowen Coking remains locked in talks with its financiers to stave off a liquidity crisis that could mean the loss of 500 jobs (Australian)

• Zimbabwe’s biggest diamond miner is cutting 400 jobs, weighed down by a global downturn in the market for natural gems (Bloomberg)

• Unions have praised Rio while accusing a contractor of a cover-up amid an investigation into a “near-decapitation” at an iron ore wharf in WA (West)

• Lockheed Martin is in talks with mining companies to allow exploitation of its Pacific seabed licensing areas (FT)

• The Takeovers Panel has declined to make a declaration of unacceptable circumstances after Kinterra’s objections to New World’s placement to CAML (NWC)

• Larvotto announced the commencement of a process targeting the issuance US$100m in 4-year bonds (LRV)

• Almonty Industries raised US$90m in its Nasdaq listing, as the tungsten producer moved to capture US defence interest (ALL, Bloomberg)

• Aurum completed a $36m placement, done at 35.6c per share, with the Lundin family, Zhaojin and Montage Gold participating (AUE)

• The merged Westgold and Karora have mostly worked through the kinks of the deal now, while Ramelius is close to completing its takeover of Spartan

• Additionally, the gold price has traded in a similar range for over a quarter now

• So, could we be close to another deal(s), maybe even some that provide synergies?

• While not the most original, the time feels right for a tie-up between Westgold and Pantoro, with an expansion of Higginsville already in the works

• In time, could that see Westgold’s Cue assets make their way to Ramelius?

• Dryblower: Is uranium the next metal to be “Trumped”? - Trump, the commodity sector’s best friend?

• The greatest ever copper trade (Damien Klassen) Is the copper pitch too good?

• Missing the boat on a big ASX mining play (Joel Fleming) Lessons from missing opportunities in resource investing… don’t be too cute on entry price! 

• US rare earth pricing system is poised to challenge China's dominance (Reuters)

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