• Trump is set to use emergency powers and slash legal requirements relating to a law aimed at lifting U.S. production of critical minerals and weapons (Reuters)

• Albanese has praised WA’s domestic gas reservation scheme, saying his gov’t already has the power to force producers to sell to the local market on the east coast (AFR)

• Meta said it has struck an agreement with Constellation Energy to keep one of the utility's nuclear reactors in Illinois operating for 20 years (Reuters)

• Mongolia’s PM was ousted in a no-confidence vote, sparking fresh political uncertainty that raises questions over the future of Rio’s OT expansion (AFR)

• Diplomats, automakers & exec’s from around the globe are urgently seeking meetings with Beijing to push for faster rare earth magnet exports (Reuters)

• Teck said a mechanical issue at its Carmen de Andacollo mine in Chile will force production to be halted for about a month (NM)

• Queensland man Tom Peever, caught up in a $200m ATO chase, has been identified as the nephew of former Rio exec David Peever (Australian)

• An Indigenous delegation visiting Canada from Guatemala has told Pan American Silver, owners of Escobal, that it will oppose a restart (NM)

• First Quantum will spend approximately $20m a month to maintain its idled Cobre Panamá (Mining.com)

• Metals X has notified Greentech (Renison JV partner) of its intention to make a partial offer of up to 28% of the company at HK$0.35/share. Metals X shared that it has to-date failed to engage Greentech (MLX) a blind ‘partial’ bid, you don’t see this every day

• FIRB signed off on CZR’s Robe Mesa sale (CZR)

• Coronado has entered a binding commitment for a $150m asset-based lending facility with Oaktree. The ABL is secured against certain receivable and inventory assets (CRN)

• Andromeda announced a credit-approved $75m debt facility for its Great White project with Regal-owned Merricks Capital (ADN)

• New Found Gold will net C$42m from a bought deal financing round (NFG.TO)

• Goldshore launched a bought deal to C$25m to develop Moss (GSHR.TO)

• A few observations on Lynas lately… Amanda Lacaze has been quoted to be “looking at Brazil” and a few days ago, they inked an MOU to secure ionic clay feedstock from Malaysia

• Wouldn’t this public messaging be your playbook if you were actually thinking of a different deal? Such as a bid for Iluka…

• Don’t get us wrong, we think it is alarming that Eneabba is getting funded in the first place. But for Lynas, a tie-up would concentrate the Australian government handouts in their hands instead. And Lynas’ hands at least have some expertise in this stuff.

• There are plenty of reasons why this deal doesn’t work. Culture, tax on the Deterra stake, an ordinary mineral sands business… But at a high level, both of these companies don’t exactly make any real money right now. And yet Lynas is 5x the market cap of Iluka…

• 6 geo's at the top of their field sit around a table (UnMeasured Podcast YouTube) including former MoM guests Jon Hronsky and Rene Sterk

• Uranium: Why does anyone bother? (MNN)

• Jake Klein on the Success & More Interesting Stuff podcast (Apple, Spotify) Growing a mining company in China, Australia’s need for a strategic focus 

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