• De Grey and the native title body corporation that oversees the land where its Greater Hemi gold project sits are at odds as the developer presses go on its construction plans (AFR)

• Rio will spend US$1.8b to expand its Brockman iron ore hub in the Pilbara region of WA, seeking to maintain adequate production levels (Bloomberg)

• Chris Ellison & Andrew Ellison face penalties from mining regulators after it was discovered part of their struggling Lucky Bay garnet mine was built without government approval (AFR)

• MinRes is building a water pipeline and seeking new water licences, stoking speculation that it is trying to improve the quality of ore shipped to its customers (Australian)

• Germany’s historic plan to ramp up spending shook European markets and powered equities past their US peers (Bloomberg) We’re thinking about the commodity ramifications of an initial €500b infrastructure fund

• Zijin Mining’s deputy president Shaoyong Shen says the company plans to continue its rapid growth as it executes its 5-year plan, speaking at PDAC (MNN)

• China to boost coal supply capability and enhance fuel’s role as baseline power (Reuters)

• A global aluminium producer has sought a premium of $260/t from Japanese buyers, reflecting concerns that tariffs could divert supply (Reuters)

• West African Resources lead the gold rally as bullion prices extend gains (CB)

• A fire that broke out at a nuclear power plant in southern Taiwan was put out and posed no safety concern, the Taiwan Power Company said (Reuters)

• Trump rare earths speech adds $45m to Gina Rinehart’s net worth as MP Materials’ stock spikes (West)

• Copper prices surged after the Trump administration delayed some of the 25% tariffs on Canadian and Mexican goods (MNN)

• Fortescue pursued a $200m deal to buy West Virginia coal assets in 2022 because Andrew Forrest wanted to cultivate a relationship with a key Democratic senator (AFR)

• Rio completed its acquisition of Arcadium Lithium (RIO)

• Bluescope confirmed the administrators of Whyalla steelworks have appointed BlueScope as its steelmaking advisor (BSL) BSL hasn’t made a decision to participate in any sale process / purchase any assets at this stage

• Aurum Resources completed the compulsory acquisition process as part of its off-market takeover offer for Mako Gold, with the deal now complete (AUE)

• Solstice Minerals completed its acquisition of the Nanadie Cu-Au project from Cyprium Metals (SLS)

• Talon Metals entered an exclusivity agreement with Lundin Mining as the companies negotiate an earn-in over the Boulderdash & Roland targets (TLO.TSX)

• Canyon Resources has acquired a 9.1% stake in CAMRAIL SA in a move to firm up the logistics route for its Minim Martap bauxite project (CAY)

• Glencore has stepped in to fund stage one development of the long-stalled Mabillo Cu-Au project in the Philippines, 40% owned by RTG Mining (MNN)

• Lithium Americas announced that Orion made a US$250m investment, which it said leaves it ‘fully-funded’ for Thacker Pass Phase 1, with completion targeted for late 2027 (LAC.NYSE)

• New World Resources completed a $14m placement to advance Antler (NWC)

• Euro Manganese received firm commitments to raise C$5.9m via a conditional placement (EMN)

• Bunker Hill Mining restructured its outstanding debt, while launching a non-brokered placement with Teck for US$40m as well as a brokered offering for up to US$20m (BNKR.TSXV)

• Word on the Decline is that Twiggy has been spotted in Morocco within the last day or so. We reckon it’s got something to do with Fortescue’s partnership with OCP - one of the world’s largest phosphate miners. Of all the “green” projects Fortescue has evaluated, perhaps this one has the most legs…

• Australia, with no auto industry to protect, is awash with Chinese EVs (Washington Post)

• SQM has one of the best websites for a miner, showing how its iodine business works (SQM)

• Green iron and the case for government picking winners (MNN)

• Fat-finger trade jolts BHP (AFR)

• ACCC’s latest guidance on new merger laws is a wakeup call for companies looking to make deals (CB)

• Platinum is in a structural deficit despite stubborn prices according to WPIC (MNN)

• Are we already past “peak Trump”? (Livewire)

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