• Madeleine King has made pointed references to China in saying the Albanese gov’t can’t necessarily intervene to save every failing smelter & refinery in Australia, despite its desire to retain sovereign capability (Australian)

• Australia’s largest super fund is moving out of CBA & into resources in a sign the market is rotating back towards an underperforming commodities sector (AFR)

• A ranking of miners by Morgan Stanley on criteria like environmental impact, executive bonuses and mine site deaths has put Fortescue & Sandfire on top, while Rio Tinto sits among the cellar dwellers (West)

• The price of copper in London has climbed close to its highest level this year, as traders try to get their hands on dwindling supplies after a months-long rush to move metal to the US ahead of possible tariffs (FT)

• South Africa's proposed chrome ore export tax will hurt miners' profitability and lead to job losses across the sector, the country's Minerals Council has said (Reuters)

• French utility EDF will spend US$7.05B on extending the life of 20 of its nuclear reactors after getting the go-ahead from the country's nuclear regulator (Reuters)

• We hear Arafura’s Nolans rare earths project has gone to EPCM tender and by all accounts, we are at dangerous risk of this project actually being financed into construction

• We love the mining industry. But sometimes you can see a truck driving into a brick wall at 180km/hr from 1km away. And you think , surely it’s going to put the brakes on soon. But it just keeps driving at 180/km/h…

• New World will not issue new shares to CAML, following Kinterra’s successful appeal to the Takeovers Panel (NWC)

• A wave of Chinese gold miners is pushing to raise funds in Hong Kong, seeking to capitalise on rising investor interest (Bloomberg) Recently listed Chifeng declared: “There are more Chinese (M&A) deals to come” 

• Kingston got the all clear from PNG’s ICCC in relation to its Misima sale (KSN)

• Orion is in a trading halt to raise capital (ORN)

• Argosy is in halt to raise capital (AGY)

• Consolidation plays are a banker’s dream, and in mining, they’re one of the few strategies that can add real synergies

• While Canada is far from home for us, we’ve been looking to the east of the famous Timmins gold district, in an area that sees 3 players (Agnico, STLLR and Mayfair) host nearly ~15Moz, while juniors like Onyx spark some nwe excitement in the area

• We’re contemplating could another centrally placed, large mill, be the instigator for consolidation in this postcode?

• Coronado’s wordsmiths tie themselves in knots (AFR)

• Gold and its miners may enjoy a 'critical mineral' upgrade (Reuters op-ed)

• Can Volkswagen reinvent itself for the electric era? (FT Film)

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