• Work safety authorities & MinRes are investigating a series of fires and crashes of road trains on the Onslow iron ore private road (AFR, AFR)

• The Australian gov’t will introduce legislation to implement production tax incentives for renewable hydrogen & critical minerals (Reuters)

• Fortescue’s innovation chief and former CSIRO head Larry Marshall said the company remains committed to its hydrogen dreams despite major setbacks (CB)

• Inside Chris Ellison’s executive meetings (AFR) A further Neil Chenoweth look into the culture, with whistleblower insights

• Lynas said it wants to start building a rare earths refinery in Texas, yet it hasn’t applied for a crucial permit that can take 2+ years to obtain (West)

• A climate change protest off the coast of NSW forced an inbound ship to turn back from the country's largest terminal for coal exports (Reuters)

• $83b worth of in-situ gold is penned to a new discovery in China, seeing Hunan Gold shares surge (Bloomberg) Geeeez…

• Eramet’s Indonesian head said it’s become impossible for Western companies to run profitable nickel ops without partnering with their Chinese counterparts (FT)

• Trump’s looming return to the White House will buoy Australian gold miners, the boss of Northern Star, Stu Tonkin, has predicted (AFR)

• SQM takes a punt on iTech lithium play (MiningNews), while going deep in the red with $806m loss during first 3 quarters of 2024 (West)

• Senex’s $1bn Atlas project, one Australia’s first large-scale gas developments in years, will deliver its first supplies to the market within a week (Australian)

• Sigma Lithium expects Phase 2 expansion to be operational within 12 months, adding 250ktpa in capacity (SMM)

• The Australian reported speculation that Evolution could soon place its Mungari gold mine up for sale, which analysts value at between $600m & $1bn, with Norton (Zijin) a potential buyer. It adds that merger talks between Genesis-Vault are on ice following a disappointing quarter

• DGR Global says it will refinance its interim loan with Choice by assigning and novating it to a related party, Samuel Holdings, which is controlled by CEO Nicholas Mather (DGR) We encourage the Money Miners to read the terms of the loan and the ‘additional fees’. There’s no skirting around it, we think this is utterly deplorable

• The Australian article on Zijin’s interest in Evolution’s Mungari is interesting to us and the Chinese company’s deal appetite matches some other feedback we have heard in recent months

• While it might seem a stretch to think about today, we even heard that the eventual endgame for Genesis could very well be an acquisition by Zijin

• One thing is for sure, we need to be paying attention to Zijin

• Coal ash reserves in the US may contain up to 11Mt of recoverable rare earths (MiningNews)

• MinRes scandal: Where was internal audit? (AFR op-ed)

• Chris Ellison’s MinRes scandal is just not cricket (AFR’s Rear Window)

• What are the prospects for China's steel and lithium industries? (Livewire)

• Bettering The Outlook for Energy (Super-spiked)

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