• Rio substantially shrunk the scale of two major Pilbara iron ore developments & reportedly cut ~40 operational roles at West Angelas (West, BN)

• Canada's uranium miners, confident that only they can meet U.S. demand after Russian sanctions, have accelerated output & forward contracts to supply US energy companies (Reuters)

• Peru’s congress voted to remove the country’s minister of energy & mines from office amid artisanal miner protests (MiningNews)

• Energy experts are split on what lessons to learn from NSW’s energy supply concerns, after residents were implored to avoid using appliances (Australian)

• BHP internally discussed the ‘outrage factor’ of tailings dam failure years before a disaster occured, a London court heard (FT)

• Stockbroker Angus Aitken has laid responsibility for high energy prices at the feet of Chris Bowen, in light of recent NSW blackout alarm (Australian)

• McEwen Copper is scouting for investors to raise US$2.5b to move forward with construction of Los Azules in Argentina, VP Michael Meding said (Reuters)

• Chinese lithium pioneer Tianqi said the Albanese government needs to act to secure future of critical minerals supply chains (Australian)

• Panama’s former president has been condemned for the Cobre Panama closure by his successor (MiningNews)

• China's imports of scrap copper are set to slump as some traders suspend buying from the US, due to worries about rising trade tensions (Reuters)

• Gina Rinehart’s surprise $1.1b buyout of MinRes' WA onshore gas assets is proof that WA gas explorers are unappreciated, according to Strike Energy (AFR)

• India is in talks with Mongolia to set up a preliminary pact that will focus on mineral shipments between the two Asian nations (Reuters)

• Many hydrogen projects will be cancelled or delayed as the industry’s growth potential recalibrates, Thyssenkrupp Nucera’s CEO has said (WSJ)

• An Omani state-backed fund has acquired shares in Angola’s Catoca diamond-mining JV from Russia’s Alrosa (Bloomberg)

• Woodside expects to bring several partners into its Louisiana LNG development by the time the company gives the financial go-ahead in March 2025 (Reuters)

• Glencore’s South African ferroalloys division and its JV partner Merafe Resources agreed a deal with Pele Green to build a US$116m utility-scale renewable energy plant (Bloomberg)

• Aurum has acquired a 58% relevant interest in Mako Gold so far, declaring the takeover offer unconditional (MKG) Offer due to close 4 Dec

• Encounter received firm commitments for $15m, with a $3m SPP underway (ENR)

• EQ Resources issued a $3m convertible note with a 1-year term to Square Resources (EQR)

• The AFR last night reported comments from Strike Energy’s Stu Nicholls on the sale of MinRes’ gas assets to Gina, “the speed at which that occurred and the necessity to sell those assets was probably not foreseen many months ago”

• This matches a suggestion we had heard separately that other parties - even ones with financing capability (assume Beach / Mitsui?) - were not exactly allowed to make bid given the strange dynamics of the “sale process”

• And to really spice things up, here’s a very unsubstantiated rumour we were told two days ago… Was there a substantial onshore discovery made in the onshore acreage that Hancock has just agreed to acquire, this week…?

• When will the pendulum finally swing for lithium prices? (Livewire)

• How Rio and BHP got caught in a three-way Trump squeeze (AFR’s Chanticleer)

• MacroVoices: Jeff Currie - Repricing of Macro Markets (Spotify, Apple)

• Ignore the short sellers and buy this uranium stock: Tribeca (AFR) Spoiler… It’s Boss Energy

• Ex-billionaire Nathan Tinkler goes free-riding in Las Vegas (AFR’s Rear Window)

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