• The US & Saudi Arabia agreed to cooperate on mining in a bid to bolster mineral resilience (MNN)

• Ethiopia signed investment deals for its minerals & energy sectors worth US$1.7B+, mostly with Chinese firms, its finance ministry said (Reuters) Your move, America

• Sanjeev Gupta is furious at SA Premier Peter Malinauskas’ move to seize control of the port at Whyalla, saying it should be decided by the courts (AFR)

• A forthcoming decision by the DRC on cobalt exports could potentially send prices for the metal soaring and lead battery makers to seek alternatives (Bloomberg) Would this really solve the DRC’s challenges?

• MP Materials and Maaden will jointly develop a rare-earths supply chain in Saudi Arabia (Reuters, MP.NY)

• Previously unidentified enviro and cultural factors have led Alcoa to reassess proposed haul roads at its Darling Range mines (BN)

• FMG boss Dino Otranto said the downgrading of Rio’s iron ore highlights the need for Australia to invest in higher value products like green iron (AFR)

• Tariff suspension stimulates lithium carbonate futures to rise over 3% (SMM) Though no respite for Aussie lithium prices…

• Core Lithium revealed plans to revive its mothballed Finniss mine, with JP Morgan recommending profit taking on any rally in lithium stocks (Australian)

• CATL is set to raise at least US$4B in its Hong Kong share listing by pricing it at the top end of what it indicated (Bloomberg)

• Peak Rare Earths will be acquired by Shenghe following completion of its entitlement offer, for a 160% premium to its 20-day VWAP, paying 35.9c/share for a total of $150m (PEK) Not bad for those on board the 10c entitlement!

• Delta Lithium confined the spin-out of the Mt Ida gold asset into a new vehicle dubbed Ballard Mining, subject to shareholder approval (DLI)

• Medallion Metals is in halt to raise cash (MM8)

• Australian Pacific Coal increased its existing debt facility to US$109m to provide working capital for the JV (AQC)

• Should we be surprised to see White Cliff in a trading halt a few days after the drill hit, rattlin’ the tin? Nah (WCN)

• 14 months after the cyclone at Groote Eylandt damaged port infrastructure for the South32-operated manganese mine, we have heard that the first ship arrived at port this week…

• It makes the timing of Exxaro’s recent manganese bet intriguing

• How Xi sparked China’s electricity revolution (FT) A fantastic deep-dive into China’s electro-dominance

• “Iron ore strength hiding in plain sight” (Livewire) vs. “Beware of iron ore’s spike above US$100, it might not last” (AFR)

• Gallium: a lot can be done and should be - quickly (Alex Turnbull’s Substack)

• Australia's $24B fund manager giving retail investors an institutional edge (Livewire)

• Gina Rinehart’s benefits leave Basil Zempilas gibbering (AFR’s Rear Window)

Were you forwarded this email from someone else?

All information in this newsletter is for education and entertainment purposes only and is of general nature only. The Money of Mine team are not financial professionals. Money of Mine are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional, along with considering any relevant Product Disclosure Statement. Money of Mine does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Money of Mine strives to ensure the accuracy and currency of the information contained in this newsletter but we do not make any representation or warranty that it is accurate, reliable or up to date. Any views expressed by the hosts of Money of Mine are their opinion only and may contain forward looking statements that may not eventuate. Money of Mine will not accept any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of information in this newsletter. Information relating to our Privacy Policy is available online here.