• The Greens have revamped their pre-2022 election agenda of imposing super-taxes on miners, banks and other large corporations (AFR)

• Fortescue has raised its dividend payout ratio at the same time it cuts 700 jobs, paying an 89c final dividend (AFR)

• Oil prices face increased risk of a spike following a “carry trade” that has diverted much-needed capital, according to Jeff Currie (Bloomberg)

• Fortescue is guiding a modest uplift in shipments as its energy arm booked a near $1b loss (The Australian)

• Vale’s next CEO will focus on stabilising production and restoring government relationships while fixing the miner’s image (Bloomberg)

• Goldman Sachs lowered its 2025 average Brent forecast to US$77/bbl (Reuters)

• NSW premier Minns said he ‘absolutely’ disagrees with federal decision to block McPhillamys tailing site (West)

• BHP projects are not delivering sizeable growth and picking up assets on the cheap is proving difficult (FT)

• Willy Packer lambasts Rio Tinto for “crucifying” shareholders as miner dictates $880m Jabiluka rescue raise (West)

• Kazakhstan officially backs nuclear power referendum (Times of Central Asia)

• ERA shares tank on heavily discounted Rio Tinto-led capital raise (CB)

• Industry warns sovereign risk in Australia is rising (Mining.com)

• LYC Amanda Lacaze flagged a slower ramp-up in production amid ‘stubbornly low’ rare earth prices that are weighing on its earnings (The Australian)

• EDF & Westinghouse said they have appealed against a Czech decision to select Korea's KHNP as the supplier of a nuclear power plant (Reuters)

• APA, the owner of Australia’s largest gas pipeline infrastructure, posted a ~10% jump in earnings, driven by strong demand and growth from its Pilbara operations (The Australian)

• Karoon Energy shares lower on Baúna project delays (CB)

• Paladin’s acquisition of Fission is in doubt but many shareholders that are actually in support of the deal simply aren’t registered to vote (Dataroom)

• South32 completed the sale of Illawarra Met Coal to GEAR and M Resources today (S32)

• Ellison suggested selling down MinRes’ stake in either Onslow’s iron ore or Mt Marion’s lithium while retaining the mining services contract could enable them to reduce balance sheet pressure

• Following ERA’s market soundings process to fund Ranger rehab work, Rio Tinto was the only investor willing to provide a pre-commitment to support a $880m entitlement offer at $0.002/share (where Rio would do its pro-rata) (ERA)

• Frontier Energy completed its $40m placement (FHE)

• We have heard some unverified rumours that Newmont’s Telfer sale “is done”, lets see if any announcements come to market in the next few days supporting this

• Separately, on this morning’s MinRes earnings call, Ellison played a 2-minute video of all the progress at Onslow. Lots of footage of the mining, the camp, the crushers, the conveyors, the port and the transshippers. But unless we missed it, we didn’t see any footage of the haul road… Understand it isn’t “complete” until ~October but it seemed an odd omission, why? They did upload some brief progress footage on their YouTube channel two weeks ago

• An interesting interview with Pierre Lassonde on The Founding of Franco Nevada (YouTube)

• Asia's imports of seaborne thermal coal ticked up in August to an eight-month high, driven by North Asia's developed economies (Reuters)

• Why BHP is still bullish on iron ore and betting $7.4bn on copper (Livewire YouTube)

• Alan Bond: The High-Flying Entrepreneur (YouTube)

• Australia’s iron ore future is different, not dead (AFR Chanticleer)

• Introduction to Valuation: Aswath Damodaran (YouTube)

• A piece from First Quantum’s Director of Exploration Mike Christie “A dearth of quality copper discoveries… have we lost the plot?” (LinkedIn)

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