• The resources Minister has said Woodside isn’t blameless for the six-year North West Shelf approval delay (AFR), whilst declaring the strategic critical minerals reserve will deliver taxpayer returns (Australian)

• Andrew Forrest warned of the risk of being left behind as Chinese industries upgrade plants & pivot to iron ore better suited for cleaner steel making (AFR)

• BHP said the return of unions is the “definition of unproductive”, as tensions simmer (Australian)

• PLS chief Dale Henderson said the lithium sector should consider how Australia can become more competitive against other global markets (BN)

• Hopes of a lithium revival on edge as prices crater to four-year lows (AFR)

• Wesfarmers revealed it expects to book a $60m loss for its share of the Covalent Lithium JV this year (West)

• Miners in Zimbabwe are urging the govt to defer an export tax on lithium concentrate until refineries come online in 2027 (Bloomberg)

• More small-scale gold miners capitalising on record prices, with Gibb River and High-Tech not letting $5,000/oz pricing pass them buy (MNN)

• The Ontario govt will spend nearly C$3.1B to encourage Indigenous participation in the mining industry, in a bid to ramp up minerals production (Bloomberg)

• Teck is eyeing WA copper after applying for a stack of exploration tenements (West)

• The son of one of the Kazakh oligarchs who founded what is now Eurasian Resources Group is seeking to consolidate ownership of the fallen miner (FT)

• Friedland’s Ivanhoe Atlantic has urged Washington to add high-grade iron ore to the US critical minerals list (AFR)

• Turkey is in talks with Canada's Candu Energy and others regarding plans to build its second and third nuclear power plants (Reuters)

• Evolution’s Jake Klein not keen on M&A: “Now is not the time to be doing deals” (MNN)

• Central Asia Metals is set to acquire New World Resources via a scheme for all cash consideration of 5c/share, valuing NWC at ~$185m, a ~96% premium to NWC’s 30-day VWAP, with directors unanimously in favour (NWC)

• Royal Gold has paid US$200m for a gold stream and royalty over the Warintza project in Ecuador which is indirectly owned and operated by Solaris (RG.NY)

• Estrella Resources entered into an agreement with PT Raka Energi Mandiri to assist in marketing & selling limestone from its Timor-Leste mining concessions (ESR)

• Talga raised $10m via a two-tranche placement (TLG)

• Koonenberry received firm commitments for $5m (KNB)

• Horizon Minerals is in halt pending a capital raising (HRZ)

• When you read the use of proceeds from Catalyst in their somewhat surprising $130m raise yesterday, we suspect they’re eyeing off a stake in Bellevue

• Forrest fears China iron ore call could turn Pilbara into “wasteland” (AFR Chanticleer)

• Darkest before dawn? It’s crunch time for lithium and ASX lithium stocks (Livewire)

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