NEM ($144B) - Newmont produced 1.3Moz Au in Q2, earned US$2.2B NPAT, and maintained FY26 guidance despite a Cadia suspension

VAU ($5.2B) - Vault secured the CPA and amended ECA for the STMF at Sugar Zone, enabling construction as sole tailings storage

RRL ($4.8B) - Regis produced 102koz gold at AISC of $3.2k/oz in the June quarter, generated $376m operating cash flow and closed with $1.2B cash and bullion; FY27 guidance 360-400koz at AISC $3-$3.4k/oz

SRL ($2.3B) - Sunrise Energy Metals accelerated an expansion study to 180tpa scandium oxide at Syerston, with 60tpa FEED targeting 2028

GNG ($892m) - GR Engineering signed a $230m EPC with BHP for Yandi Eastern upgrade to feed Ministers North

FRS ($612m) - Forrestania reported 7m at 5.69 g/t gold from surface at British Hill, WA; MRE update due in weeks | ▼ 8%

LRV ($597m) - Larvotto commenced staged commissioning at the Hillgrove antimony-gold project in NSW, with first production in August 2026

MEI ($494m) - Meteoric's updated 146Mt reserves at 3,546 ppm TREO (+42%) underpin the Caldeira Rare Earth DFS; quarter-end cash $37.8m

VMM ($404m) - Viridis lodged the Installation Licence for Colossus in Brazil and signed an MREC offtake LOI with Solvay

CBE ($326m) - Cobre restated the Ngami Copper ISCR Exploration Target in Botswana: 205–308Mt at 0.31–0.46% Cu and 5.5–8.3 g/t Ag | ▼ 5%

STN ($246m) - Saturn Metals was granted three exploration licences at the Aquarius gold prospect in WA, permitting drilling along the 26.5km trend

AUE ($208m) - Aurum extended mineralisation beyond resource at BDT2, Boundiali gold, with 39m at 0.79 g/t gold from 372m; MRE Q3

BHM ($196m) - Broken Hill Mines drilled 25.8m at 11.7% ZnEq, 323 g/t AgEq from 415.1m in Centenary Zone at Rasp Mine | ▲ 10%

VTM ($187m) - Victory Metals sent heavy rare earths concentrate samples to offtakers in Australia, Japan and the United States, with $11.2m cash

SPD ($177m) - Southern Palladium recast the Bengwenyama project as a PGM-chrome co-product, citing 85.6% chromite recovery

ELT ($140m) - Elementos secured OPI status for the Oropesa Tin project in Andalucia, Spain, enabling a water licensing pathway; cash $40.3m

TAM ($136m) - Tanami Gold ended the quarter with $75.9m cash and selected the Groundrush exploration-decline contractor, site works from August

AAL ($70m) - Alfabs Australia signed a 12‑month CM04 continuous miner hire from Aug 2026 with a Qld mining customer, c.$2.5m annualised revenue

PGO ($47m) - Pacgold hit 20m at 2.5 g/t Au and 0.5% Cu from 58m at White Dam North, SA | ▲ 20%

WCE ($36m) - West Coast Silver reported a 141kt at 617 g/t Ag MRE (2.8Moz) for the Elizabeth Hill Silver project and closed with $3m cash | ▼ 9%

RAU ($32m) - Resouro Strategic Metals lodged a mining concession application for the Novo Mundo gold project in Mato Grosso, Brazil

VTX ($30m) - Vertex Minerals appointed an independent expert at ASX's direction following repeated Listing Rule 7.1 breaches; report due 14 Aug 2026 | ▼ 8%

Tata Steel pushes for coal export price overhaul as buyer unrest grows (AFR)

Democratic Republic of Congo mandates 10% local ownership for miners, risking sanctions for non-compliance by July 31 (Reuters)

Swedish government declares mining of critical metals and rare earths a national security interest (Mining.com)

India & Myanmar strengthen cooperation in rare earths amid China concerns (Reuters)

Clive Palmer’s war with Chinese miner wipes $160m from royalties (Australian)

Teck reports Q2 earnings tripling as copper prices rise (Bloomberg)

Freeport beats profit forecasts as higher copper prices offset weaker Grasberg output (Mining.com)

Anglo cuts 2026 copper cost guidance, warns of losses in diamonds & coal (Mining.com)

ZNC ($64m) - Zenith Minerals faces a Takeovers Panel application from Harvest Lane challenging Forrestania Resources' bid after Edna May acquisition and a $310m placement at $0.40 | ▼ 9%

VBX ($40m) - VBX signed an offtake and investment framework for 2-3Mtpa bauxite and funding for Wuudagu bauxite project, WA, subject to DFS

USA Rare Earth and InfraVia acquire 13.6% stakes in France's Carester for processing plant expansion (Mining.com)

Uranium miner’s emergency $138m fundraising is a big win for short-sellers (AFR) Lotus - who could’ve seen this coming from a uranium restart play…

Mutapa Energy Resources secures $300m from Chinese firms for Zimbabwe lithium mine development (Bloomberg)

ABRA.TO (C$2.4B) - AbraSilver announces C$45m bought deal offering

KGL ($162m) - KGL Resources completed $120m entitlement offer at $0.20, with $180m placement pending approval; KMP Investments to 36.2% via shortfall | ▲ 7%

SALT.C (C$176m) - Atlas Salt received a letter of interest from Export Development Canada up to C$150m for the Great Atlantic Salt project

AII ($6.2B) - Almonty will delist from ASX on 1 Sep

In the long run, every Joint Venture in mining ends with either marriage or divorce.

Both unceremoniously.

AAI ($17B) - Alcoa COO Matthew T Reed sold US$215k of shares at US$46.82, retaining 71.8k

CXO ($777m) - Core Lithium appointed Anna Neuling as NED; Heath Hellewell will retire 31 July

NVX ($145m) - Novonix director Sharan Burrow bought $5k via the SPP, lifting her holding to 247k shares

ZNC ($64m) - Ida Metal Investments bought $685k of Zenith shares, lifting its stake to 11.1% | ▼ 9%

ZNC ($64m) - Forrestania Resources lifted its stake in Zenith Minerals to 42.8% via off-market acceptances of its takeover offer | ▼ 9%

MP really start Work on 10x Factory; Ford go with Geely; RE Dual Use License Impact; RE Smuggle; USARE, JS Link, Lynas, Viridis (TREO)

Capital-Intensity, Value Creation, and Value Capture (Capital Gains)

Gas tax off the stage, but not out of bounds (AFR op-ed)

Gold rally faces technical resistance with bearish pattern (Reuters)

Sigma Lithium has been stumbling down struggle street with its Grotto do Cirilo mine in Brazil, culminating in the stock down 23% in a few weeks

Reports have emerged that the company received an embargo from the Minas Gerais State Environment Foundation on July 13, yet only told the market of this over a week later, after it leaked through Brazilian media