YAL ($7.6B) - Yancoal produced 19.8Mt attributable saleable coal in H1 (+5%), posted $17m NPAT with $2B net cash, declared a 7c interim dividend, and guided to the upper half of its 36.5–40.5Mt CY26 production range

CXO ($1.2B) - Core reported $29m revenue from stockpile sales and $182m cash in FY26, and said first spod con was produced at Finniss in Sept with first shipment targeted in Q4 CY26 | ▼ 8%

LIN ($1.1B) - Lindian targets first monazite concentrate at Kangankunde by end-26, with 125kt ore stockpiled

NMG ($861m) - New Murchison reported 4.5Mt at 2.4 g/t gold (354koz) resources and 1.1Mt at 2.5 g/t (91koz) reserves

FRS ($803m) - Forrestania lifted the British Hill MRE to 4.1Mt at 1.6 g/t gold for 212koz (0.5 g/t cut-off), up 21%

WIA ($783m) - Wia will pre-build for a 7Mtpa (vs 5.25Mtpa) option at Kokoseb gold, adding US$9.3m (~2%) to capex; DFS unchanged

BTR ($609m) - Brightstar reported Sandstone PFS testwork averaging 94% gold recovery across deposits tested, backing a 5Mtpa CIL plant

GLN ($507m) - Galan will deliver first LiCl sales from Hombre Muerto West next quarter, targeting 4ktpa LCE in H1 2027 | ▼ 5%

MRT ($268m) - Maritana extended Boorara gold mineralisation below Pit 4, 23m at 1.8 g/t gold from 177m; MRE due December quarter

AEU ($176m) - Atomic Eagle executed the Madaouela uranium convention with Niger, triggering ICSID arbitration discontinuance and a US$5m payment in 30 days

BRL ($109m) - Bathurst said the EPA deemed its Buller Plateaux Continuation fast-track application incomplete

WCN ($86m) - White Cliff returned 16.1m at 1.2% Cu from 193m at Danvers 1, with assays now confirming >11.5km combined strike

NNL ($76m) - Nordic reported Kopsa met results: up to 90% Au and 91% Cu recoveries, producing 25% Cu concentrate grading up to 115 g/t Au

GBE ($58m) - Globe Metals & Mining completed Phase 1 PAP compensation at the Kanyika niobium project in Malawi, enabling initial pit opening

ODY ($54m) - Odyssey's drilling at Tuckanarra gold project returned 4m at 22.9 g/t gold from 45m, defining a lode north of Cable

AWJ ($49m) - Auric targets Oct '26 publication of Munda reserves after geotech work, as RC drilling returned 4m at 10.49 g/t gold from 46m

CAE ($44m) - Cannindah drilled 42m at 0.65% CuEq from 196m at Appletree within the Southern Porphyry target, outlining about 400m of mineralisation

ARD ($41m) - Argent extended mineralisation at Kempfield, NSW, with 18.2m at 187.3 g/t Ag from 168m beyond the current resource boundary

VKA ($33m) - Viking Mines reported 18m at 0.42% WO₃ from 62m at the Linka Tungsten project | ▲ 17%

BMR ($31m) - Ballymore extended Torpy’s mineralisation up-dip: 10m at 90.3 g/t Ag, 8.7% Pb, 9.1% Zn, 2.4 g/t In from 49m | ▲ 13%

IBR ($31m) - Iron Bear said a Canada–Newfoundland & Labrador one‑project‑one‑review EA framework should streamline permitting | ▲ 12%

US EXIM Bank to fund $7B in Argentina mineral and energy projects (Reuters)

BHP halts operations at Escondida copper mine in Chile after worker's death (AFR)

Glencore halts Cerrejón coal railway in Colombia after sixth attack this year (Mining.com)

Guangzhou Futures Exchange plans to list lithium hydroxide futures contracts by end of 2026 (Bloomberg)

Glencore secures $500m from US EXIM to build critical minerals stockpile (Mining.com), with Mercuria committed (PRN)

CAY ($101m) - Canyon said A2MP's takeover bid lapsed; acceptances are void and A2MP holds 55.6% of shares

PKO ($33m) - Peako completed the 100% acquisition of six gold exploration projects in Saudi’s Central Arabian Gold Region

AAI ($16B) - Alcoa raised US$2.6B via 6.625% 2034 and 6.875% 2036 senior notes to fund the US$3.1B cash component of its S32 deal

OR.TO (C$9.5B) - Osisko Metals priced an upsized US$600m 9.25% senior secured note offering to refinance its Appian project finance facility

HSLV.TO (C$1.6B) - Highlander Silver announced US$330m in a secured project finance facility with Natixis CIB

USL ($543m) - Unico Silver raised $60m at 76c (10% discount) to fund 20,000m drilling and complete the PFS by Jan '27 at Joaquin

LRT ($100m) - Lowell Resources Fund raised $3.2m via an SPP

JAL ($34m) - Jameson Resources is conducting a 2-for-11 ANREO at $0.035 to raise up to $5m

Ex-Gold Fields CEO Chris Griffith joins private equity venture to raise $1B for Africa's critical minerals (Mining.com) firm unnamed?

Savannah raises $30m to advance Barroso lithium project in Portugal (Mining.com)

USA Rare Earth secures $1.6B in US funding for unproven assets (Bloomberg)

On the back of this column’s rumour last week that Eldorado could be circling Liberty Gold, we’ve since heard the competition may also feature deal-hungry Equinox Gold, fresh from completing its merger with Orla Mining.

That would jar with public messaging, with incoming CEO Jason Simpson saying in August the business needed to focus on the “next six months” of execution and delivery, implying a quieter M&A window through roughly February 2027.

Still, Black Pine is exactly the sort of asset Equinox could justify making an exception for: a large US heap-leach project that fits neatly alongside South Railroad and deepens its North American growth pipeline. And there is precedent.

In February, Darren Hall said “M&A is not on our radar” just days after Equinox had already begun discussions with Orla as it would be revealed in the transaction docs. Liberty would be a more audacious move now, but we would not rule it out entirely.

DPM ($14B) - DPM Metals appointed Peter Brady EVP, General Counsel, Corporate Affairs

TGM ($261m) - Deutsche Balaton bought $1m of Theta Gold Mines

ETM ($124m) - Energy Transition Minerals CFO Stuart Ausmeier has departed

AUZ ($66m) - Flynn Huang bought $918k of Australian Mines shares, lifting his stake to 6.2%

PL3 ($41m) - Crosgo bought $5m of Patagonia Lithium shares, going to 15.3%

CST ($28m) - Manulife ceased to be a substantial holder in Castile

LEG ($26m) - Legend appointed John Ribbons as NED

Ferg’s Finds (Trader Ferg)

a deal that can last forever (Alyosha) US/EU diesel

Bull market maths.