FMG ($58B) - Fortescue shipped 52.7Mt iron ore in Q4 (201.3Mt FY26), cash +US$900m QoQ to US$5.1B, guided 197–207Mt for FY27, and will recognise a US$525m after-tax impairment on Iron Bridge

AAI ($17B) - Alcoa posted US$407m NPAT on US$4B sales in Q2 and declared a US$0.10 quarterly dividend

CSC ($13B) - Capstone produced 51.8kt Cu at C1 US$2.8/lb in Q2; cash -US$27.1m QoQ; 2026 production and cost guidance unchanged | ▲ 8%

CMM ($6.2B) - Capricorn produced 30.4koz gold at AISC of $1.6k/oz in Q4, cash -$0.6m QoQ to $507m, and guided FY27 to 137–147koz at $1.9k–$2.1k/oz with the Karlawinda expansion commissioning this quarter

EMR ($3.6B) - Emerald produced 27.1koz gold at US$818/oz AISC, set FY27 at 100–115koz (US$980–US$1,080/oz), and closed with $481m cash and bullion | ▲ 6%

OBM ($2.1B) - Ora Banda expanded the Sapphire lodes at Little Gem to 2.6km strike, with intercepts along 4.7km Gem lodes

CYL ($1.5B) - Catalyst produced 31.9koz gold at $2.7k/oz AISC, closing with $331m cash and bullion (+$54m QoQ), no debt and $100m undrawn

ARU ($1.1B) - Arafura closed June with $723m cash/term deposits & took FID with Nolans construction slated for Sep 2026| ▲ 7%

JMS ($521m) - Jupiter's Tshipi (49.9%) produced 966kt manganese ore in Q4, with attributable cash $73.9m (-$2.5m QoQ) and FOB cost US$2.48/dmtu

MEI ($509m) - Meteoric released a DFS for the Caldeira Rare Earth project showing post‑tax NPV₈ US$2.7B (forecast) on US$498m capex for 12.5ktpa TREO, including 3.7kt NdPr over >20y

CHN ($429m) - Chalice set an 8‑week pilot in Q3 CY26 for the Gonneville palladium-nickel-copper project and guided to FID in H1 CY28

GLN ($355m) - Galan completed wet commissioning at HMW, produced lithium chloride and targets first sales in H2 2026; cash $35m | ▲ 7%

GRX ($271m) - GreenX set an Exploration Target at the Tannenberg copper project of 144–279Mt at 0.9–1.4% Cu and 15–21 g/t Ag

STK ($224m) - Strickland said 2026 drilling at the Shanac licence, Rogozna, Serbia, remains delayed with no start date, closing with $59m cash

BHM ($114m) - Broken Hill Mines produced 95.8koz silver, 2.4kt lead and 3.3kt zinc in the June quarter, closing with $34m cash

BRL ($98m) - Bathurst reported unaudited consolidated FY26 EBITDA of NZ$45m, closed with NZ$145m cash, and guided to NZ$30m-$40m EBITDA for FY27

BKB ($76m) - Black Bear reported EFA’s non-binding support letter for potential financing of Ausenco's Shafter Silver project studies

IXR ($71m) - Ionic launched a review of Makuutu Heavy Rare Earths to consider partners, funding and listings amid US interest

ASN ($66m) - Anson reported JordProxa completed non-thermal downstream tests for the Green River lithium DFS flowsheet; thermal tests target Q3 2026 completion

CKA ($65m) - Cokal restarted mining at Bumi Barito Mineral and exported 10.2kt hard coking coal to China; a revised 2026 RKAB seeks higher output

NMR ($57m) - Native Mineral Resources produced 1.3koz gold, generated $7.9m sales, and closed with $168k cash and 0.6 quarters’ funding available

FMN ($53m) - Famien is discussing a farm-out or sale of its West Yilgarn assets to focus on Cote d'Ivoire gold

RDM ($50m) - Red Metal commissioned a PFS for the Sybella rare earths deposit, QLD, following column leach tests supporting a heap leach flowsheet

PNN ($46m) - Power Minerals reported 116m at 4.78% TREO from surface in its first hole at Morro do Ferro

CAE ($43m) - Cannindah expects a Q3 MRE update for Mt Cannindah after RC drilling, with 44m at 2.78% CuEq from 214m

LMG ($38m) - Latrobe Magnesium paused Stage 2 at Yallourn ~12 months due to Vic trailing-liability laws, while Phase 1B construction reached 50%

BHP faces potential US$90m daily loss from WA iron ore strike (Australian)

Anglo halves first-half loss to $858m, raises dividend, awaits China's approval for Teck merger (Mining.com)

Copper price surges 2.9% as Codelco chairman rules out return to past output levels (Mining.com)

London sees senior base metals traders leave major banks amid rising demand and supply-chain disruptions (Reuters)

Yindjibarndi to appeal $150m compensation ruling against Fortescue (BN)

Pakistan coal mine blast kills at least 11, dozens reported missing (Reuters)

MGH ($1.9B) - Maas sale of materials business to Heidelberg cleared by ACCC

POL ($243m) - Polymetals completed the Endeavor mine acquisition

GL1 ($144m) - Global Lithium agreed to sell Marble Bar lithium tenements to Lopal Tech for $14.9m ($11.9m upfront, $3m on ML)

GBR ($130m) - Great Boulder completed acquisition of Peak Hill

AA2 ($96m) - Ariana sold 9.9% of Kiziltepe in Türkiye to Proccea for US$3.7m

CP8 ($52m) - Canadian Phosphate completed the acquisition of 100% of the Diamond Mountain phosphate project for US$250k cash and 6m shares (US$750k), with further US$2m deferred

Endeavour CEO dismisses speculation of Barrick deal amid Mali exit (MiningMX)

IMC Rare Earths lists on NYSE American, raising US$20m, to advance Itarantim project in Brazil (Mining.com)

TCG ($641m) - Turaco named NEDs Jessica Volich, Brett Gossage; Bruce Mowat resigned

ZNC ($58m) - Forrestania lifted its stake in Zenith to 51.2%

Massif Capital (Q2 Letter)

Someone Forgot to Give Thanks... (Le Shrub)

Glencore revisited (Bush Valuations)

Don’t worry about upfront capex…