DPM ($15B) - DPM said Bosnia & Herzegovina's Constitutional Court found Vareš concession acts non‑conforming but not void, giving authorities six months to review | ▼ 8%

MC2 ($1.1B) - Marimaca secured grid-connection to the Marimaca Oxide Deposit and agreed PPA for renewable power at ~US$93/MWh with no take-or-pay

CTM ($258m) - Centaurus executed a transmission contract securing 20MW access to Brazil's 230kV grid for Jaguar ahead of FID

6KA ($206m) - 6K Additive executed a US$27.4m loan with EXIM to expand manufacturing

TER ($144m) - TerraCom remains suspended after missing its annual report; impairments flagged

TLG ($135m) - Talga advancing LOIs: Mitsubishi Chemical termsheet under negotiation; Hanwa offtake plus potential Vittangi Anode project investment; Q4 agreements targeted

EGR ($122m) - EcoGraf advanced assessment in Germany for a 25ktpa HFfree BAM facility, with EIB grant and offtake talks progressing

AGD ($97m) - Austral ended toll-processing agreement with Challenger Gold; Challenger will pay US$1m by Apr '29 or first Hualilan production

OSM ($86m) - Osmond's Orión scoping study outlines US$299m capex for a 2Mtpa mine, NPV₈ US$2.3B and 145% IRR | ▲ 8%

PL3 ($36m) - Patagonia Lithium's 72hr pump test at Cilon well 8 delivered 2,043L/h with brine to 232 mg/L Li, pumping ~180kg LCE | ▲ 20%

Australia's resource & energy export revenue to rise 5% to $422B (Bloomberg)

Massive coal approval hands Bowen a COP headache (AFR)

Codelco suspends Radomiro Tomic copper mine after worker's death (Reuters)

Aluminium prices drop 18% since June peak, hitting 3-month low at $3,112/t (Mining.com)

Eramet plans $350m expansion at La Bianca to boost lithium capacity by 11kt in Argentina (Reuters)

Rio smelter bailouts near $5B as Tasmanian aluminium plant gets $200m (AFR)

SRL ($3.8B) - Sunrise will redomicile to the US via a scheme, exchanging shares one-for-one into Holdco shares or ASX CDIs with a Nasdaq primary listing

DYM ($31m) - Dynamic will sell its 100% Lady Jane gold project to First Au for $650k

Northern Star prepares non-core asset sales to counter Gold Fields' $38.7B takeover bid (Australian)

Mountain Province Diamonds transfers 49% stake in Gahcho Kué to De Beers amid financial restructuring (Mining.com)

Petra Diamonds considers selling Cullinan mine amid $322m net debt pressure (MiningMX)

MFG.C (C$260m) - Mayfair Gold entered into a C$310m engagement letter and non-binding project financing & equity investment term sheet with Macquarie

GLO.TO (C$199m) - Global Atomic closed an upsized C$57m public offering

MEK ($295m) - Meeka completed T1 of its placement, raising $33m at 10c

ILT ($36m) - Iltani raised $4.6m at 39c | ▼ 7%

Tembo sells 12% stake in Orion; Tom Borman increases holding to 14.3% (MiningMX)

We were listening to a few presentations out of Mining Forum Americas, including Catalyst Metals MD James Champion de Crespigny being asked about M&A

JCdC put plenty of emphasis on just how competitive the hunt for assets has become. That caught our ear. We’d previously heard a rumour that Catalyst had progressed Golden Horse beyond the tyre-kicking stage, but Emerald’s 19% proved a tricky piece of the puzzle

MinRes lithium CEO Josh Thurlow resigns, plans to pursue opportunities overseas by Dec (West)

SRL ($3.8B) - Valvino Lamore took a 5.9% stake in Sunrise

FRS ($766m) - Firetrail built a 5.0% stake in Forrestania, spending $43m

BC8 ($532m) - Black Cat director Davide Bosio bought $75k of shares

ORN ($206m) - Thomas Borman bought $9.5m of Orion, lifting to 14.3%

MMA ($140m) - Maronan appointed Andrew Graham as MD & CEO, with Richard Carlton moving to NED

BVR ($80m) - Regal sold $1m of Bellavista shares, cutting its stake to 5.0%

PKO ($33m) - DesertEx took a 6.7% stake in Peako

RE’s in Chilean Tailings (White paper)

Howard Marks: Shall We Repeal the Laws of Economics (Audio, Written)

Just before the new CEO arrives, Lynas swallows a baby elephant (AFR Chanticleer)

Global Lithium Pod #245 (Apple, Spotify) Lithium winter upon us?