RIO ($245B) - Rio will invest US$1.9B in Kangwinan bauxite project, Western Cape York, Qld, adding 20Mtpa with first output in 2029

NEM ($172B) - Newmont produced 1,302koz gold, generated US$1.9B free cash flow, closed with US$8.8B cash (US$3.2B net cash), maintained FY26 production guidance with a lower cost outlook, and declared a US$0.26 dividend

MIN ($9.0B) - MinRes shipped 5M wmt attributable from Onslow (at $53/wmt) and sold a record 170k dmt SC6 lithium, cash $1.7B (+$100m QoQ), net debt $4.1B (down $0.2B). Mining services volumes of 103Mt (+10% QoQ) | Call at AWST 8am

WHC ($6.3B) - Whitehaven produced 11Mt managed ROM and sold 6Mt equity coal in Q1, unit costs at the low end of $132–$147/t, net debt +$0.1B QoQ to ~$1.4B; FY27 guidance unchanged

OBM ($2.6B) - Ora Banda produced 33.3koz gold at AISC $4.2k/oz, closed with $207m cash, maintained guidance, and started 3Mtpa plant construction with Waihi Underground development underway | ▼ 7%

ALK ($2.3B) - Alkane produced 40.7koz AuEq at AISC $2,805/oz in Q1, closed with $459m cash, bullion & liquids (up $5m), and maintained guidance

BMN ($767m) - Bannerman approved FID for the Etango Uranium project, targeting 3.5Mlb U₃O₈ pa with 2028 first production, US$353m capex fully funded

BTR ($742m) - Brightstar is in a trading pause pending an announcement

A4N ($617m) - Alpha HPA said end-user demand is well above Stage 1 & 2 capacity, while CMP nano-HPA pricing lifted to >US$50/kg and it signed a 50tpa LOI with a South Korea supplier

BC8 ($525m) - Black Cat produced 19.2koz gold at AISC $3.7k/oz. Cash+bullion $75m (-$27m QoQ), after poor mine performance and $39m invested at Kal East. FY27 guidance ~85koz at ~$3.7k/oz maintained | ▼ 8%

KAN ($257m) - Kantra hit 11.5m at 1.74% Cu and 0.11 g/t Au from 285m at Emily Star, extending mineralisation ahead of a R&R update due this month | ▼ 5%

FEX ($158m) - Fenix closed out its iron ore swap hedge book (480kt at $151/t for Oct '26–Jun '27), crystallising $10.2m cash

ZNC ($52m) - Zenith takeover: Panel declines Ida Metal’s challenge over Aurenne’s $5m proposal, leaving Forrestania’s bid intact

GBE ($48m) - Globe started early mining at the Kanyika Niobium project to stockpile commissioning feed ahead of 2028 production

PL3 ($31m) - Patagonia Lithium's 1ktpa lithium carbonate demonstration plant application in Jujuy has been gazetted; the MRE update is delayed

ALM ($21m) - Alma hit 386.6m at 0.20% Cu from 43m at Briggs copper project

HWK ($21m) - Hawk' assays at Olympus Scandium show up to 11ppm scandium vs pXRF 742ppm, attributed to pXRF miscalibration | ▼ 63% play stupid games, win stupid prizes

More oil is now coming out of the Persian Gulf than before the Iran war (WSJ) Averaged 24bpd last week

Rio and CMRG sign multiyear iron ore supply deal until May 2028 (Bloomberg)

BHP faces shareholder scrutiny over two worker deaths and mass sackings in Australia (West)

Chinese copper smelters plan output cuts amid high ore costs (Bloomberg)

Nickel Industries announces coordinated nickel output cuts amid slumping prices (Mining.com)

Malaysia approves first export of raw rare earths under new framework for R&D (Bloomberg)

Northern Star CEO open to Gold Fields talks but ‘no red line’ on price (AFR)

Victoria Gold signs $100m deal to acquire Yukon Eagle gold mine (Mining.com)

EUR ($653m) - European Lithium holders approved schemes for Critical Metals to acquire the company

FEG ($52m) - Far East Gold signed a non-binding MoU with Puncakbaru Jayatama to acquire a controlling interest in the Bengkulu Gold project

FLG ($49m) - Flagship extended its option over the Rosario Copper project to Oct '28 and cut the exercise price to US$1m, adding a 1% NSR

QML ($48m) - QMines sold subsidiary QDrilling to Gas Field Services for $1.4m, with payments deferred into '27

BIG.C (C$329m) - Hercules is raising C$30m at 87c via a bought deal

CEL ($277m) - Challenger raised US$15m via T1 convertible debentures to fund Hualilan

E25 ($67m) - Element 25 executed a $50m NAIF facility agreement and take‑or‑pay offtake with OM Materials covering 100% of Butcherbird Manganese concentrate

Wiluna shares drop 14% on ASX debut amid market downturn (Australian)

Quite something that AI has found a software vulnerability impacting 70% of the world's web.

The physical world is hardly immune.

This week we heard a cyberattack reportedly knocked out the distributed control system at Tropicana since Sunday.

Pretty hard to run the plant with that down... Time for unplanned maintenance?

PLS ($9.4B) - AusSuper lifted its stake in PLS to 13.1%, buying $149m of shares

ARU ($911m) - Arafura appointed Ian Murray as Chair, with Mark Southey stepping down

BM1 ($335m) - Hancock lifted their stake in Ballard to 8.0%

M4M ($30m) - Cranport built a 6.4% stake in Macro Metals, buying $1.2m of shares

China’s pressure on Fortescue will soon become self-harm (AFR Analysis)

Marathon Fusion is stirring up a buzz over turning mercury into gold into stable gold at 10x CERN's previous record.. Commercial alchemy remains distant for now

Michael Gentile predicts major miners will boost M&A activity with juniors (Mining.com)

Tim Staermose (Trader Ferg) For those keen on Africa investing; two former pod guests

Plus, before the days of geo hammers, prospectors carried more versatile equipment.