S32 ($19.1B) - South32 capex blowout of US$1.1B at Taylor (to US$3.3B) and pushed first production to H2 FY28 citing shaft contractor underperformance (call 9am) | ▼ 8%

MIN ($12.2B) - MinRes lifted FY26 guidance across Mining Services, Onslow Iron, Wodgina and Mt Marion, with net debt ~$4.5B and liquidity $1.8B | ▲ 7%

CSC ($10.7B) - Capstone produced 48kt copper at C1 of US$2.66/lb in the quarter, generated US$329m adj. EBITDA, closed with net debt of US$738m, beating expectations on lower costs

LTR ($7.7B) - Liontown produced 96kt spodumene concentrate, realised US$1,845/dmt SC6e, closed with $424m cash (+$34m QoQ)

CIA ($2.8B) - Champion Iron produced 3.4M wmt iron ore in Q4, cash +C$52m to C$297m; C1 C$82.7/dmt; DRPF output due Q2

KCN ($1.7B) - Kingsgate produced 21koz gold at AISC of US$2.2k/oz, cash +$32m QoQ to $190m, FY26 guidance maintained

MLX ($1.3B) - Metals X produced 2.9kt tin-in-concentrate, closing cash $359m (+$65m QoQ), cautioning higher fuel costs may hit Q2 earnings

CXO ($933m) - Core Lithium will sell ~20kwmt lithium DSO fines to Glencore at US$290/t, shipping May with proceeds this quarter

TVN ($749m) - Tivan and NT gov’t set up a Project Control Group to fast-track Molyhil tungsten approvals

FML ($716m) - Focus sold 18koz gold in the quarter, closing cash $150m (+$20m QoQ) and holding a $66m term deposit

BOE ($637m) - Boss produced 203klb U₃O₈ at AISC $93/lb, cash fell $15m to $38m, and FY26 guidance was cut to 1.4-1.5Mlb

JMS ($531m) - Jupiter's Tshipi (49.9%) produced 850kt manganese ore; Jupiter closed with $76m cash (-$3.6m QoQ), with FY26 targets maintained

AUC ($515m) - Ausgold awarded EPC to ADD Business Group for a 250-room Katanning gold village, $30m; completion Dec 2026

LOT ($389m) - Lotus produced 78.3klb U₃O₈ in the quarter and retracted prior grade and recovery figures; cash $85m | ▼ 14%

TBR ($281m) - Tribune produced 15koz gold in the quarter (Tribune share 11.3koz) and closed with $12m cash (-$0.6m QoQ)

NTU ($239m) - Northern Minerals lifted the Dazzler MRE to 340kt at 2.1% TREO, up 70% in tonnage and 40% in metal

PEN ($226m) - Peninsula drummed 2.1klb U₃O₈ in the quarter with cash US$16.3m (-US$16m QoQ); CY26 guidance maintained at 0.4–0.5Mlb

TSO ($188m) - Tesoro reported 93m at 1.2 g/t gold from 572m at Ternera

KAU ($157m) - Kaiser Reef produced 5.5koz gold, lifting cash by $2.5m QoQ, after lower stoping grades at Henty; AISC $5.2k/oz

MPK ($148m) - Many Peaks reported 107m at 2.52 g/t gold from 155m at Ouarigue

BRL ($136m) - Bathurst cash -$15m QoQ, while maintaining FY26 EBITDA guidance at $35-45m and shipping 279kt export coal

RND ($135m) - Rand produced 3.8koz gold from EKJV in the quarter

EL8 ($135m) - Elevate confirmed U₃O₈ within Angela wireframes (1.4m at 1,421 ppm U₃O₈), but the deep seismic target returned no mineralisation

BKB ($88m) - Black Bear confirmed all key operating and environmental permits at Shafter remain active for restart planning

LM8 ($84m) - Lunnon delivered 1.8koz gold from Lady Herial in the quarter and closed with $12m cash (+$2.4m QoQ), aided by a $6m working cap facility draw

COB ($70m) - Cobalt Blue confirmed cobalt sulphate met pCAM specs, with LOIs covering ~70% of Kwinana’s 3ktpa; financing contingent on binding offtake

LCY ($59m) - Legacy Iron sold 4.2koz gold in the quarter, closing cash $8.5m (flat QoQ)

WGR ($46m) - Western Gold extended its Wiluna toll milling agreement to Dec 2027 to process Gold Duke ore

PNN ($39m) - Power Minerals agreed a term sheet with Summit Explore for a 59% Salta lithium JV, including a US$50m buyout option

Canada launches sovereign wealth fund for major projects, to boost its global capital appeal (AFR) Dollars that could’ve come Australia’s way!

Chinese rare-earth producers’ stock jumped as Beijing looks to tighten controls on production (WSJ)

South32 blames Trump tariffs for cost blowout at $4.6b Taylor mine in the US (AFR)

Tianqi sees light at the end of tunnel for the Kwinana lithium hydroxide plant (Australian) This couldn’t be to rile up IGO… could it?

‘Not the right fit’: IGO’s finance chief quits after less than a month (AFR)

Oil rallies toward $120 as Middle East supply risks spiral (OP)

KoBold begins work on Mingomba copper mine in Zambia (Bloomberg)

WWI ($237m) - West Wits will sell Mt Cecelia to Aventine for $2m in Aventine shares, a 1% NSR and up to $1m deferred

DRX ($85m) - Diatreme will seek shareholder approval to transfer 100% of Cape Flattery Silica into the CSHPL JV with Sibelco

Kodiak Copper and Teck sell Arizona projects to Kay Copper for 20m shares (Mining.com)

SRZ ($90m) - Stellar announced a $17m strategic placement from Metals X, as part of a larger $22m raising at 3.3c | Commentary below

AW1 ($55m) - American West is raising $10m at 4.5c

BTM ($32m) - Breakthrough is in a trading halt pending a capital raise

BMR ($30m) - Ballymore is raising capital raise

The Metals X’s investment into Stellar this morning is not surprising at all. For anyone who tuned into Brett Smith’s conversation with us last year, there was lots of validation of the synergies between the two assets.

One day, the two will come together, we’re sure. Trouble is, MetalsX is spoiled for choice.

IGO ($5.7B) - IGO CFO Johan van Vuuren resigned today

NIC ($4.6B) - L1 bought $58m of Nickel Industries, lifting its stake to 10.4%

PRN ($1.8B) - Perenti appointed Vincent Nicoletti as NED, with Tim Longstaff retiring

IPX ($1.4B) - IperionX directors bought on‑market $2.1m, $500k and US$145k of shares/ADS

TOR ($274m) - Torque directors Cristian Moreno and Tolga Kumova resigned; shareholders elected Simon Lawson, David Coyne and Craig Jones at a GM

TAM ($118m) - Tanami Gold appointed Brett Smith exec director

Commodities Will Kill Us All (The 2^nd Order) “the structural commodity crisis nobody wants to name”

A New Oil Era (A New Oil Era) The cartel cracks…

Sins of the father: Gina Rinehart's bitter courtroom victory (The Fin pod)