NHC ($4.3B) - New Hope quarterly saw it cut Bengalla FY26 sustaining capex guidance 21% to $100-130m, as it produced 3Mt saleable coal and closed with $572m cash

OBM ($2.7B) - GR Engineering named preferred EPC contractor by Ora Banda for a $233m, 3Mtpa Davyhurst plant

WC8 ($875m) - Wildcat advanced the Tabba Tabba DFS, targeting earlier 4.5Mtpa expansion and reporting 5.65% Li₂O concentrate from Y1-2 material

CEL ($329m) - Challenger’s PFS for its Hualilan gold project models post-tax NPV₅ US$1.1B, US$232m capex and 1.84Moz AuEq over 14.3 years (AISC US$1.6k/oz); separately, it raised $85m at 12c

AQI ($288m) - Alicanto extended mineralisation ~100m at Mt Henry gold project, with 28.6m at 2 g/t gold

TOR ($272m) - Torque extended Paris 350m past the MRE with 17.1m at 2.8 g/t gold; an MRE update on track for Q2 | ▼ 7%

ALR ($261m) - Altair reported grab samples to 34.6 g/t gold at SOKOs

SKY ($247m) - Sky Metals reported intercepts at Tallebung, including 23m at 1.14% tin and 0.03% tungsten, with MRE and PFS this quarter | ▼ 6%

ENR ($165m) - Encounter achieved 50–52% overall recovery at Green (Aileron) with refined concentrate to 57% Nb₂O₅

KAU ($157m) - Kaiser Reef started Union Hill decline refurbishment at Maldon, adding 250m drill platform to target Eaglehawk and Ladies next quarter

GHM ($125m) - Golden Horse launched a strategic review of Sorrel after a study outlined targets and confirmed 8.4Mt at 1.1% Cu MRE

NNL ($68m) - Nordic's first Kiimala assays at Vesipera returned 15.6m at 0.93 g/t gold from 94m

CRI ($67m) - Critica produced ~97% TREO MREO from Jupiter with up to 76% MagREO recoveries, informing Sedgman's scoping study

PL9 ($39m) - Prairie Lithium started testing on its commercial-scale DLE unit | ▲ 17%

KRR ($35m) - King River identified ~746kt stockpiles and ~301kt unaccounted material at Mindoolah gold, with stockpile drilling to start June | ▲ 12%

Fortescue got off easy on cultural destruction, says ex-Rio executive (AFR)

Australia orders China-linked investors to sell Northern Minerals stake (Reuters) How many times have we read this?

Rinehart plots new lithium mine in SQM partnership, Andover, as prices soar (AFR) Starting 2028, capex not shared

MMG faces economic challenges at Kinsevere due to Congo cobalt export curbs (Bloomberg)

Zambia’s ZCCM aims to increase stakes in China Nonferrous, First Quantum, Vedanta mines (Mining.com)

Silver collapsed to <$80/oz at the end of a week of extreme swings (Reuters)

Hedge funds increase bullish copper bets by 16% to recent high (Bloomberg)

Indonesian outsider Dilmar closes in on Anglo’s Queensland coal prize (Australian) Stanmore & BUMA still in the running

Gina Rinehart acquires 6.3% stake in Rare Earths Americas for $31m (West)

BRE ($1.6B) - Brazilian Rare Earths will demerge the Amargosa asset into ASX‑bound Alurion, with an in‑specie distribution of 0.5607 ALU per BRE share and an IPO to raise $30–50m

EUR ($721m) - EUL halted pending binding SID with Critical Metals

AA2 ($110m) - Ariana sold 13.6% of Zenit to Zaltin for US$19.5m cash, retaining 9.9% | ▲ 11%

CEL ($292m) - Allied Gold leads $80m capital raise for Challenger Gold's Hualilán Gold Project in Argentina (AFR)

Trinity Metals plans US$200m US listing to expand tin, tungsten, tantalum mines (Mining.com)

It’s been a week since this headline hit Bloomberg:

And the more we think about it, we think Aurum is on the hit list for the Chinese miner.

SRL ($2.1B) - Sunrise appointed Peter Arnell as a non-executive director

VUL ($1.8B) - VanEck increased its stake in Vulcan to 6.1%

MC2 ($1.2B) - Marimaca director Timothy Petterson sold $258k of shares

TCG ($627m) - T. Rowe Price sold $7m of Turaco shares, cutting its stake to 6.3%

CEL ($292m) - Allied Gold’s Chair & CEO joined Challenger as non-exec Chair, while Yohann Bouchard (Yamana) became COO

WTM ($275m) - Gladstone and Stuart Tonkin SMSF bought $1.2m on-market and $1m via placement in Waratah, lifting holdings to 8.5%

SRZ ($128m) - Stellar appointed Metals X nominee Brett Smith as NED

HAR ($60m) - Haranga appointed Scott Jackson as an independent technical non-executive director | ▼ 7%

G11 ($46m) - G11 director Martin Donohue bought $154k of shares

Copper, AI and the vibe: BHP becomes the market’s new CBA (AFR)

Why we keep using the wrong chart on critical minerals (Volt Insight)