• The US & Australia teamed up for the first time to help fund the next wave of critical minerals projects to shore up non-Chinese supply (AFR)

• Global solar generation overtakes wind for longest-ever stretch (Reuters)

• China’s steel exports will reach an 8-year high, inundating the world with low-cost supply & threatening to inflame global trade tensions (FT)

• Iron ore & steel demand to be tested further as China’s property downturn accelerates (West)

• Activist investor Market Forces is seeking to stir investor revolt at Woodside, highlighting its recent US LNG terminal deal (AFR)

• Trump would axe Biden clean power rules, speed power plant approvals, the campaign said (Reuters)

• Gina raised concern over the ability of renewable energy to replace base­load coal & gas (Australian)

• Multiplex heir & former MINs director Tim Roberts emerged as the backer behind MinRes’s private airline (AFR)

• Tanya Plibersek was accused of secretly overruling the Environment Department’s hand-picked Indigenous cultural assessor (Australian)

• The US oil industry and Republicans are demanding that Kamala Harris clarify her energy and climate policy (AFR)

• American steel exec’s say they’re optimistic that demand for the industrial material will rebound next year (Bloomberg)

• WA treasurer Rita Saffioti defended the state’s more bullish price forecasts for iron ore after a sharp fall (Australian)

• Northam Platinum said profit fell almost 30% in the last fiscal year as lower prices countered higher production (Bloomberg)

• The CEO of South Korean zinc producer Young Poong and another senior staff member were arrested over a fatal accident (Bloomberg)

• Minerals Council boss Tania Constable said an IR ruling threatened to set a precedent that could be applied across the Pilbara (Australian)

• Industrias Penoles announced an indefinite halt to operations at its Minera Tizapa unit due to a strike (Reuters)

• Gina Rinehart warned of an investment exodus as mining flashpoints intensify (Australian)

• South Africa's platinum mining industry has entered an irreversible decline with low prices and demand suffering, Northam Platinum CEO Paul Dunne said (Reuters)

• Ardea has executed a binding shareholders agreement with the consortium of Sumitomo and Mitsibishi (ARL)

• Stanmore noted that the relevant threshold had been met for it to pay the final & maximum US$150m deferred consideration to BHP (SMR)

• GM & Lithium Americas agreed to delay an additional US$330m investment in Thacker Pass until the end of the year (Reuters)

• The scheme of arrangement between Patronus (formerly KIN) and PNX has become effective (PNX)

• Jervois and its bondholders have agreed on a further waiver extension (JRV)

• Galan tapped its at-the-market facility again, to raise $600k through the set-off of 4.8m Galan collateral shares, indicating a 12.5c price (GLN)

We’ve all seen the Lith-ranium transition happening with the explorers. But who would have thought it would make its way to the (former) producers too?

• ESG fights for its place in mining sector’s sacred tome (AFR) A must-read on changes to the JORC code

• The Economic Feasibility of Nuclear Power (Spotify, Apple) A fascinating poddy for U-dogs out there

• Supercharging lithium-ion batteries with Gene Berdichevsky (Spotify, Apple)

• Will Gold’s Tailwinds Be Enough to Overcome September Curse? (Bloomberg)

• Global zinc mine production continues to slide and the raw materials squeeze is now starting to bite, but there’s no shortage (Reuters op-ed)

• Overcoming China’s dominance in gallium will not be easy (FT)

• Class action skewers Rio Tinto’s Bougainville redemption (AFR op-ed)

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