WES ($106B) - Wesfarmers and SQM took FID on Mt Holland lithium expansion doubling to 760ktpa, with Wesfarmers' capex $645m-$715m, H1 2030 start

LYC ($16B) - Lynas posted $289m quarterly revenue and $1.2B cash (+$139m QoQ) on 3.5kt REO, while lifting its Malaysia HRE expansion budget to $294m (from $180m) | ▼ 8%

RMS ($5.5B) - Ramelius is updating the Gilbeys Underground MRE to support PFS following 12.9m at 8.7 g/t gold from 356.1m

WGX ($4.2B) - Westgold produced 98.9koz gold in Q4 at AISC $2.8k/oz, treasury $939m (+$83m QoQ); FY26 387koz, AISC $2.8k/oz, above production guidance

PDN ($3.8B) - Paladin completed the Langer Heinrich ramp-up, produced 1.2Mlb U₃O₈ in the quarter, cash US$265m (+US$45m QoQ), and guided FY27 to 5.1–5.6Mlb at US$44–48/lb

RSG ($2.0B) - Resolute updated inferred MRE at ABC to 133Mt at 0.7 g/t gold (3Moz), and approved a $15–25m program

BCI ($1.2B) - BCI said Mardie construction is 94% complete, targeting first salt harvest in CY2026 and an SOP pilot-plant FID in August

BC8 ($634m) - Black Cat's Lakewood processing plant is back online after mill bearing repairs and has returned to normal operations

DTR ($552m) - Dateline Resources won US court leave to intervene in NPCA case, defending its right to mine at Colosseum Mine, California | ▲ 6%

RXL ($514m) - Rox completed $350m debt facilities and began plant construction at the permitted Youanmi Gold Mine, closing cash $153m

BCN ($312m) - Beacon Minerals paid a fully franked $0.10/share dividend ($11.6m)

MEK ($281m) - Meeka will cease open pit mining in July 2026 after contractor underperformance; June quarter output was 6.4koz gold with $38m cash (-$12m QoQ) | ▼ 12%

CXU ($265m) - Cauldron extended Manyingee North to ~4km strike at the Yanrey uranium project, including 1.7m at 644.9 ppm eU₃O₈ from 91.6m | ▲ 10%

MRT ($236m) - Maritana ended with $229m cash; FEED at Black Swan Processing Hub lifted to 2.5Mtpa, first gold H2 CY2027

POL ($234m) - Polymetals commenced MRE modelling for Main Lode at Endeavor mine, NSW, after 96.6m at 604 g/t AgEq from 7.3m | ▲ 5%

SGC ($232m) - Sinclair Gold extended mineralisation at Mt Henry, WA, with 33.2m at 1.6 g/t Au from 231m, beyond the 915koz resources

PEN ($209m) - Peninsula withdrew CY2026 guidance at Lance due to slower ramp-up, but reaffirmed CY2027 500–600klb U₃O₈; cash US$47.1m | ▼ 19%

HRN ($188m) - Horizon Gold's DFS for the Gum Creek gold project models 880koz over 10 years (98kozpa first 5y), $350m capex, $2,995/oz AISC and pre-tax NPV₅ $1,307m at $5,500/oz, with first gold in H2 2028

GBR ($128m) - Great Boulder extended Mulga Bill East at Side Well gold, WA, by 400m beyond the 1.02Moz resource with 18m at 7.36 g/t Au from 120m | ▲ 8%

PGL ($113m) - Pilbara Gold extended gold mineralisation below the pit shell at Mt York, with 57m at 1 g/t gold from 275m

MSV ($113m) - Mitchell Services posted FY26 EBT $20.8m (vs $0.7m) on EBITDA $42.8m (+67% YoY), closing 30 June with $3.5m net cash

MYE ($105m) - Mastermyne beat FY26 guidance with unaudited revenue $238m and underlying EBITDA $20.3m, closed with net cash $46.5m and holds an order book $432m | ▲ 32%

NNL ($64m) - Nordic Resources reported 60m at 0.89 g/t AuEq from 282m at Kopsa; Q3 metallurgy will feed an updated MRE | ▲ 6%

BCA ($51m) - Black Canyon's pilot-scale DMS upgrading Wandanya composites produced 41% Mn at 82% recovery and 38.5% Mn at 80%

PGO ($46m) - Pacgold in trading halt pending White Dam exploration results

COD ($45m) - Coda Minerals' approvals Scoping Report for Elizabeth Creek in SA has been gazetted; MLA planned post-PFS | ▲ 10%

LSA ($39m) - Lachlan Star's maiden drilling at New Waverley, WA, hit 6.2m at 8.6 g/t gold from 46.9m; quarter-end cash $6.5m | ▲ 10%

QML ($39m) - QMines started a 10km program at Mt Chalmers, Qld, with 18m at 2.7 g/t gold and 1.7% Cu from 54m

RCM ($35m) - Rapid Critical Metals' XRT ore sorting at Webbs Silver upgraded unprocessed ore to 994 g/t Ag with 98% recovery

BHP and unions make 'some progress' in Port Hedland pay dispute talks, more meetings scheduled (West)

China's steel sector appears weaker than it is; iron ore shows opposite trend (Reuters)

UBS predicts super El Niño to boost Pilbara iron ore miners amid Australian economic challenges (West)

Australia faces worst decade for living standards since World War I (AFR)

Gold prices surge, boosting Canadian stocks despite Trump tariff threats (Bloomberg)

Kalshi seeks approval for 24/5 trading of gold perpetual futures (Mining.com)

BRE ($1.0B) - Brazilian Rare Earths said demerged Alurion Resources raised $50m at $1.05 and targets 30 July ASX listing; Brazilian Rare Earths retains a 16% stake (~$41m)

FRS ($603m) - Forrestania issued 2.5m shares to acquire a gold exploration project from Midas Minerals

MM8 ($340m) - Medallion signed a non-binding term sheet with TG Metals to process ~60kt of gold stockpiles at Cosmic Boy on a 50:50 pre-tax profit share, ahead of the Ravensthorpe Gold project

AA2 ($94m) - Ariana Resources said its Kiziltepe interests were spun into a standalone entity via Zenit’s in‑specie distribution and it is negotiating sale of its 9.9% to Proccea Construction; Tavan ramp‑up is complete at 4ktpd

FEG ($63m) - Far East Gold received a non-binding US$40m proposal for Trenggalek amid its board’s call to reject Xingye’s $0.13–$0.15 bid

Boab Metals buys Kununurra caravan park I made an accommodation shortage (BN)

BlueScope’s takeover looks dead, but buyback silence is deafening (Australian)

KFR.V (C$131m) - Barrick is taking a ~C$21m strategic stake (9.9% non-diluted, up to 14.1% fully diluted) in Kingfisher, securing rights over its Highway 37 gold project in BC - Up 21%

FLG ($58m) - Flagship received US$4m cash for the sale of the RK Lithium project in Thailand

GRDM.V (C$26m) - Grid Metals sold Agnico Eagle's Avenir Minerals an initial 15% of its Falcon West cesium project (Manitoba) for C$3.75m cash, with options to reach 30% and take up to 19.9% of Grid's shares

AGR ($42m) - Aguia Resources raised $3m at $0.017 (10.5% discount) to fund Tres Estradas phosphate, Brazil, and Santa Barbara gold, Colombia

CIA ($2.2B) - Kopernik Global Investors bought $22m of Champion Iron shares, lifting its stake to 6.1%

A1M ($499m) - AIC Mines appointed Clint Donkin MD & CEO, with Aaron Colleran to Chair as Josef El-Raghy retires | ▲ 5%

GLN ($355m) - Galan Lithium director Ofer Amir bought $886.1k of shares and had earlier subscribed $4.5m in the May placement

NVA ($238m) - Nova Minerals director Chris Gerteisen bought 63 CDIs for $36.23 | ▲ 8%

MMA ($124m) - Maronan Metals said MD Richard Carlton will transition to NED on 1 Dec 2026

LSX ($122m) - Lion Selection will invest $0.6m in Koonenberry at 2c/share

TKM ($84m) - Trek Metals issued 21m performance rights (PR26C/PR26D) to directors Andrew Reece, John Young and Neil Biddle following AGM approval

AGC ($34m) - Australian Gold and Copper issued 3.6m shares to director Glen Diemar valued at $458k via off-market consideration for the New South Resources acquisition

KSN ($34m) - Farjoy (Timothy Robertson) subscribed $1.7m via rights exercise in Kingston Resources, lifting their stake to 22.4%

European Lithium – the deal is dead, long live the deal? (Raper Capital)

Cometh the hour, cometh the mine (Strictly Boardroom)

Kevin Rudd: What Americans Need to Understand About China (Ezra Klein) Great listen for those keen to understand China, from our former PM

Jeff Currie Says Situation in Energy Is ‘Dire' (Bloomberg YouTube)