The Mining Insider

The Mining Insider - Daily Mining News & Industry InsightsWelcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry.What You’ll Get in Every Episode:Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs.Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry.Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry.Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource

The Mining Insider is a news podcast hosted by Unknown Host, with 27 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The Mining Insider, a news show with 27 episodes published.

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  The Mining Insider

  BHP Pauses Escondida Strike With Mediation, Top 50 Miners Lose US$264 Billion, and Greenland Approves Tanbreez Plan

  Oct 6, 202613 min

  BHP Asks Chile to Mediate, Pausing an Escondida Strike That Could Have Started Today: First, Chile, where the strike clock at the world's largest copper mine has been reset. The Rio Times reports the supervisors' union at Escondida, Sindicato Number Two, said a strike would take effect today, October 6. On Monday, BHP asked Chile's labour inspectorate to mediate, which suspends the approved strike while talks proceed. September Wipes US$264 Billion Off the World's Top 50 Miners as Gold Slides: Next, the scoreboard. A mining.com ranking reports the world's 50 most valuable mining stocks lost 264 billion dollars in September, the second-largest monthly decline since the series began at the end of 2019, leaving the group worth 2.26 trillion dollars. Only March was worse, at 434 billion. September erased three quarters of August's record 357 billion dollar advance. Court Clears Partial Restart of Vale's Fábrica Mine: Meanwhile, in Brazil, a court has approved a partial restart of Vale's Fábrica iron ore mine in Ouro Preto, Minas Gerais, according to the Rio Times. The ruling removes a legal obstacle, though the report gives no production tonnage, restart date or ramp-up schedule. Greenland Approves Tanbreez Mining Plan, but Construction Is Not Yet Cleared: Next, Greenland. Critical Metals announced Monday that the Government of Greenland formally approved the mining plan and closure plan for its Tanbreez project in southern Greenland. Minister Múte B. Egede signed the approvals in Nuuk on September 29. They run until September 8, 2050, about 24 years of permitted operations under the existing 2020 exploitation licence. Lithium, Cobalt and Nickel Lead a Broad Slide in Battery Metals: Finally, battery metals, where the price tape is red. Critical Minerals News, citing Shanghai Metals Market and London Metal Exchange data, reports that of 30 metals it tracks, 19 fell and 11 rose against September. Sources: - The Rio Times — BHP Asks Chile to Mediate, Pausing an Escondida Strike That Could Have Started Today: https://www.riotimesonline.com/chile-escondida-strike-2026/ - Investing.com — BHP Asks Chile to Mediate, Pausing an Escondida Strike That Could Have Started Today: https://www.investing.com/commodities/copper-historical-data - Mining.com via GhanaWeb — September Wipes US$264 Billion Off the World's Top 50 Miners as Gold Slides: https://www.ghanaweb.com/GhanaHomePage/NewsArchive/Top-50-miners-lose-264-billion-as-gold-rally-fades-2055373 - The Rio Times — Court Clears Partial Restart of Vale's Fábrica Mine: https://www.riotimesonline.com/iron-ore-markets-latam-monday-october-5-2026/ - Investing.com via Yahoo Finance — Court Clears Partial Restart of Vale's Fábrica Mine: https://finance.yahoo.com/markets/world-indices/articles/u-shares-brazilian-companies-rally-083813487.html - Mining.com.au — Court Clears Partial Restart of Vale's Fábrica Mine: https://mining.com.au/iron-ore-prices-dip-to-lowest-level-in-past-year/ - Critical Metals Corp. — Greenland Approves Tanbreez Mining Plan, but Construction Is Not Yet Cleared: https://finance.yahoo.com/energy/articles/critical-metals-corp-nasdaq-crml-123000076.html - Investing.com via Yahoo Finance — Greenland Approves Tanbreez Mining Plan, but Construction Is Not Yet Cleared: https://finance.yahoo.com/markets/stocks/articles/critical-metals-stock-surges-13-130856781.html - Critical Minerals News (SMM and LME data) — Lithium, Cobalt and Nickel Lead a Broad Slide in Battery Metals: https://critical-minerals-news.com/critical-minerals-market-october-2026/ - Trading Economics — Lithium, Cobalt and Nickel Lead a Broad Slide in Battery Metals: https://tradingeconomics.com/commodity/nickel

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  The Mining Insider

  Brazil Heads to a Runoff and Vale Jumps, Chile Copper Strike Clock Starts, and Vedanta Plans US$2.3 Billion Push

  Oct 5, 202611 min

  Brazil Heads to an October 25 Runoff, and Vale Jumps: First, Brazil, where yesterday's vote did not settle anything, but it moved markets. With 99.99% of sections counted, the Superior Electoral Court has Senator Flávio Bolsonaro at 47.03%, or 56.10 million votes, and President Lula da Silva at 45.16%, or 53.88 million. Neither passed 50%, so the two meet in a runoff on October 25. Polls had expected Lula to finish first. Escondida and Centinela Enter the Mediation Window as China Returns Thursday: Next, Chile, where two of the biggest copper mines in the world are inside a legal countdown. At Escondida, BHP's flagship, about 1,020 supervisors in Sindicato Number Two rejected the company's final offer, and 95% voted to authorise a strike, according to Shanghai Metals Market. The union objects to limited pay improvements, multi-tasking requirements and a proposed 14 by 14 shift rotation. Chilean law requires at least five days of government mediation before a legal walkout, and that can be extended by five more. Vedanta Plans US$2.3 Billion Copper Push and Eyes a Tuticorin Restart: Meanwhile, in India, Vedanta Copper has laid out plans to invest about 2.3 billion dollars over the next three to four years to lift output beyond 1 million tonnes a year by 2030, according to The Economic Times. Roughly 2 billion dollars is earmarked for Saudi Arabia, covering mining, smelting and copper rod production. Rare Earths Left Off the US-China Tariff Lists as Heavy Supply Stays Tight: Next, rare earths. A report published Sunday by InvestorNews argues that last month's summit between President Trump and Xi Jinping left the West still buying its way to supply. Xi left Washington on September 25 after a three-day state visit. The White House fact sheet said the two countries would "continue to work on U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals," with the aim of returning shipments to "appropriate levels." Gold Fields Eyes a Sweeter Offer as Northern Star's New CEO Starts: Finally, gold deal-making. Northern Star's incoming chief executive, Suresh Vadnagra, is due to take office today, according to Mining Digital, just as the company fends off Gold Fields. Northern Star rejected Gold Fields' unsolicited proposal, valued at A$38.7 billion, as undervalued, and called the timing "opportunistic and unsolicited." Gold Fields says combining would create the world's second-biggest gold miner. Sources: - Investing.com via Yahoo Finance — Brazil Heads to an October 25 Runoff, and Vale Jumps: https://finance.yahoo.com/markets/world-indices/articles/u-shares-brazilian-companies-rally-083813487.html - The Rio Times — Brazil Heads to an October 25 Runoff, and Vale Jumps: https://www.riotimesonline.com/brazil-election-markets-real-ibovespa-adrs-2026/ - The Northern Miner — Brazil Heads to an October 25 Runoff, and Vale Jumps: https://www.northernminer.com/news/brazil-mine-licence-system-faces-court-test/1003895404/ - Shanghai Metals Market — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://news.metal.com/newscontent/104143111-escondida-supervisors-vote-95-to-authorise-strike-talks-enter-mandatory-mediation - Fastmarkets — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://www.fastmarkets.com/insights/unions-at-escondida-centinela-philexs-padcal-copper-mines-vote-for-strike-action/ - Reuters — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://www.reuters.com/world/americas/fatal-accident-radomiro-tomic-mine-codelco-partially-suspends-operations-2026-10-01/ - Databoks — Escondida and Centinela Enter the Mediation Window as China Returns Thursday: https://databoks.katadata.co.id/en/market/statistics/fb73cc493c80e11/copper-price-rises-for-three-consecutive-days - The Economic Times — Vedanta Plans US$2.3 Billion Copper Push and Eyes a Tuticorin Restart: https://economictimes.indiatimes.com/industry/indl-goods/svs/metals-mining/vedanta-copper-plans-2-3-billion-capex-tamil-nadu-smelter-restart-back-on-agenda/articleshow/134626840.cms - Shanghai Metals Market — Vedanta Plans US$2.3 Billion Copper Push and Eyes a Tuticorin Restart: https://news.metal.com/newscontent/104143357-vedanta-plans-23-billion-copper-expansion-as-restart-of-400000-tonne-tuticorin-smelter-returns-to-agenda - InvestorNews — Rare Earths Left Off the US-China Tariff Lists as Heavy Supply Stays Tight: https://investornews.com/critical-minerals-rare-earths/technology-metals-report-10-04-2026-a-summit-without-a-rare-earth-deal-leaves-the-west-buying-its-way-to-supply/ - Reuters — Gold Fields Eyes a Sweeter Offer as Northern Star's New CEO Starts: https://www.reuters.com/legal/transactional/gold-fields-aims-woo-northern-star-investors-after-miners-rebuff-2026-09-30/ - Mining Digital — Gold Fields Eyes a Sweeter Offer as Northern Star's New CEO Starts: https://miningdigital.com/news/gold-fields-shougang-ccs-john-crane-top-5-mining-stories - WAM via Big News Network — Gold Fields Eyes a Sweeter Offer as Northern Star's New CEO Starts: https://www.bignewsnetwork.com/news/279352005/gold-prices-edge-higher-on-monday

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  The Mining Insider

  Freeport's Grasberg Hits 67%, Brazil Votes With Mining Licences in Court, and De Beers Takes Gahcho Kué

  Oct 4, 202612 min

  Freeport Says Grasberg Mill Is at 67% as the Block Cave Ramp-Up Holds: First, Indonesia. Freeport-McMoRan's third-quarter operating update, released Friday, says the Grasberg district mill averaged about 140,000 tonnes of ore per day in the quarter. That is roughly 67% of normal rates before the September 2025 mud rush that killed seven workers, according to The Northern Miner. The Block Cave underground mine contributed about 70,000 tonnes a day of that. Brazil Votes Today With Its Mine Licensing Overhaul Still Before the Supreme Court: Next, Brazil, where voters go to the polls today to choose a president, governors, senators and lawmakers. A runoff is set for October 25 if needed. For miners, the election sits on top of an unresolved legal question. De Beers Takes Full Ownership of Gahcho Kué as Mountain Province Restructures: Meanwhile, in diamonds, Mountain Province Diamonds has agreed to hand its 49% stake in the Gahcho Kué mine in the Northwest Territories to De Beers, which will become sole owner. The company announced the restructuring agreement on October 1. Europe's Aluminium Premium Jumps on Canadian Tariff Talk: Back in the metals markets, aluminium, where the physical market is pulling in opposite directions. Reuters reports the European duty-paid premium rose 10% on Thursday to 574 dollars a tonne, its highest since June 8. That is paid on top of the London Metal Exchange price. Troilus Secures US$850 Million in Credit-Approved Debt Commitments: Finally, Quebec. Troilus Mining announced on September 28 that KfW IPEX-Bank and Société Générale have provided credit-approved commitments for 850 million US dollars of senior secured debt for the Troilus gold-copper project. The company is targeting a total package of 1.1 billion dollars, which includes a proposed 250 million dollars from Export Development Canada, still subject to final approvals. Sources: - Freeport-McMoRan — Freeport Says Grasberg Mill Is at 67% as the Block Cave Ramp-Up Holds: https://investors.fcx.com/investors/news-releases/news-release-details/2026/Freeport-Provides-Third-Quarter-2026-Operational-Update/default.aspx - The Northern Miner — Freeport Says Grasberg Mill Is at 67% as the Block Cave Ramp-Up Holds: https://www.mining.com/freeports-grasberg-copper-mill-reaches-67-after-mudslide/ - The Northern Miner — Brazil Votes Today With Its Mine Licensing Overhaul Still Before the Supreme Court: https://www.northernminer.com/news/brazil-mine-licence-system-faces-court-test/1003895404/ - G1 Globo — Brazil Votes Today With Its Mine Licensing Overhaul Still Before the Supreme Court: https://g1.globo.com/politica/eleicoes/2026/noticia/2026/10/03/para-quais-cargos-serao-as-eleicoes-de-2026-entenda-o-que-os-eleitores-vao-escolher-nas-urnas.ghtml - Mountain Province Diamonds — De Beers Takes Full Ownership of Gahcho Kué as Mountain Province Restructures: https://www.prnewswire.com/news-releases/mountain-province-diamonds-inc-announces-comprehensive-restructuring-agreement-to-strengthen-its-financial-position-302895651.html - Mining.com — De Beers Takes Full Ownership of Gahcho Kué as Mountain Province Restructures: https://www.mining.com/mountain-province-gives-de-beers-49-gahcho-kue-stake/ - Reuters via Kitco — Europe's Aluminium Premium Jumps on Canadian Tariff Talk: http://www.kitco.com/news/off-the-wire/2026-10-02/european-aluminum-premium-hits-highest-june-supply-concerns - Troilus Mining — Troilus Secures US$850 Million in Credit-Approved Debt Commitments: https://www.globenewswire.com/news-release/2026/09/28/3369746/0/en/troilus-receives-us-850-million-credit-approved-debt-commitment-letter-for-the-troilus-gold-copper-project.html

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  The Mining Insider

  China Eyes Anglo Teck Copper Guarantees, Glencore Wins Argentina Approval, and Ghana Targets Gold Terms

  Oct 3, 202613 min

  China Wants Copper Supply Guarantees Before Clearing Anglo Teck: First, the Anglo Teck merger, and the last regulator standing. Reuters reports, citing three people aware of the discussions, that China's State Administration for Market Regulation has asked Anglo American to commit to a steady flow of copper concentrate into China as a condition of approving its proposed 54 billion dollar merger with Teck Resources. The assurances would cover volumes sold through traders as well. Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: Next, Argentina. Glencore has received approval under the country's Incentive Regime for Large Investments, known as RIGI, for its Agua Rica copper project, in Catamarca province, which Glencore develops together with the Alumbrera plant as the MARA project. The Northern Miner puts the project at 4 billion dollars. RIGI is designed to give large projects long-term tax, customs and foreign-exchange stability. Ghana's Draft Mining Bill Would Add a Special State Share and Shorter Leases: Meanwhile, in West Africa, Ghana has put a draft Minerals and Mining Bill on the table that could reshape terms for the gold industry. Reuters, as summarised by SP Angel, reports the bill would let the mines minister require a free special state share with veto rights over lease transfers, liquidations and disposals of linked overseas assets. Copper and Iron Ore Slide as China Sits Out Golden Week: Now to the base metals. Copper is finishing the week lower. Bloomberg reported that London Metal Exchange copper was headed for its biggest weekly decline since May, SP Angel has copper at 14,244 dollars a tonne, down from 14,528 the session before, and notes that high energy costs and a slowdown in Chinese industry threaten demand. Gold Slides 3% on the Week Despite a Weak Jobs Report: Finally, gold. The metal opened the week at 4,277.90 dollars an ounce, hit a high of 4,280.56 on Monday, then fell to a weekly low of 4,110.95 on Thursday, according to Kitco. On Friday the U.S. economy added just 29,000 jobs against a forecast of 90,000, the unemployment rate rose to 4.2%, and July and August payrolls were revised lower. That cut October Federal Reserve hike odds and pushed yields and the dollar down, but gold could not hold above 4,200 and slid back. At the time of Kitco's report spot was 4,140.52, down 3.09% on the week. Sources: - Reuters via BNN Bloomberg — China Wants Copper Supply Guarantees Before Clearing Anglo Teck: https://www.bnnbloomberg.ca/investing/commodities/2026/10/02/china-demands-copper-supply-commitments-for-anglo-teck-merger-approval-reuters-sources-say/ - Mining.com.au — China Wants Copper Supply Guarantees Before Clearing Anglo Teck: https://mining.com.au/china-seeks-copper-guarantees-for-anglo-teck-merger-report/ - Glencore — Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: https://www.glencore.com/media-and-insights/news/glencore-receives-rigi-approval-for-agua-rica--mara - The Northern Miner — Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: https://www.northernminer.com/news/glencore-gets-rigi-nod-for-4b-argentina-copper-project/1003895400/ - BNamericas — Glencore Wins RIGI Approval for Its US$4 Billion MARA Copper Project: https://www.bnamericas.com/en/features/argentina-adds-glencores-mara-copper-project-to-the-rigi-for-us4bn - SP Angel (citing Reuters) — Ghana's Draft Mining Bill Would Add a Special State Share and Shorter Leases: https://www.share-talk.com/sp-angel-todays-market-view-friday-2nd-october-2026/ - SP Angel (citing Bloomberg) — Copper and Iron Ore Slide as China Sits Out Golden Week: https://www.share-talk.com/sp-angel-todays-market-view-friday-2nd-october-2026/ - Mining.com.au — Copper and Iron Ore Slide as China Sits Out Golden Week: https://mining.com.au/iron-ore-prices-dip-to-lowest-level-in-past-year/ - The Rio Times — Copper and Iron Ore Slide as China Sits Out Golden Week: https://www.riotimesonline.com/copper-markets-latam-saturday-october-3-2026/ - Kitco News — Gold Slides 3% on the Week Despite a Weak Jobs Report: https://www.kitco.com/news/article/2026-10-02/wall-street-brink-bearish-majority-after-golds-post-payrolls-slide-main

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  The Mining Insider

  Lynas Buys Brazil Rare Earths, Chile Copper Hits a 15-Year Low, and Sigma Lithium Goes Dark

  Oct 2, 202611 min

  Lynas Pays A$968 Million in Scrip for Brazil's Caldeira Rare Earths: First, rare earths. Lynas Rare Earths, the world's largest producer outside China, has agreed to buy Meteoric Resources in an all-share deal valuing the Perth-based developer at 968 million Australian dollars, about 672 million U.S. dollars, according to Reuters. Under the scheme of arrangement, Meteoric holders receive 0.0207 new Lynas shares for each share held, a premium of more than 68% to Meteoric's last close. Meteoric holders would own about 5.9% of Lynas on a fully diluted basis. Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: Next, Chile, where the copper supply picture tightened on three fronts at once. First, the numbers. The national statistics institute says Chile mined 369,500 tonnes of copper in August, down 12.8% from a year earlier and the lowest monthly figure since February 2011. July had been down 9.4%. Sigma Lithium Halts Its Only Mine After Brazilian Licence Ruling: Meanwhile, in Brazil, Sigma Lithium has halted all mining and processing at its Grota do Cirilo complex, its only producing asset, with annual lithium concentrate capacity of 330,000 tonnes, according to The Northern Miner. The shutdown began Wednesday after Sigma received an electronic notice from Minas Gerais state environmental regulator FEAM the previous day. Yancoal Completes US$1.85 Billion Kestrel Metallurgical Coal Takeover: Also on the deals desk, Yancoal Australia has completed its acquisition of an 80% interest in the Kestrel coal mine, a large-scale, long-life metallurgical coal asset in Queensland's Bowen Basin. According to Yancoal's exchange filing, the upfront cash consideration paid at completion was 1.85 billion U.S. dollars, subject to customary adjustments. The sellers include EMR Capital Advisors and Adaro Capital. Gold Heads for a Second Weekly Loss as Payrolls Loom: Finally, gold. Spot gold was trading around 4,155 dollars an ounce early Friday, down more than 3% for the week and on track for a second straight weekly decline, according to Reuters. Silver sat near 60.50 dollars. Sources: - Reuters — Lynas Pays A$968 Million in Scrip for Brazil's Caldeira Rare Earths: https://www.reuters.com/business/australias-lynas-rare-earths-buy-meteoric-resources-672-million-deal-2026-09-30/ - The Northern Miner — Lynas Pays A$968 Million in Scrip for Brazil's Caldeira Rare Earths: https://www.northernminer.com/news/lynas-shares-sink-on-a968m-meteoric-deal/1003895392/ - The Rio Times (citing INE, Reuters) — Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: https://www.riotimesonline.com/copper-markets-latam-thursday-october-1-2026/ - Fastmarkets — Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: https://www.fastmarkets.com/insights/unions-at-escondida-centinela-philexs-padcal-copper-mines-vote-for-strike-action/ - Shanghai Metals Market — Chile's Copper Output Hits a 15-Year Low as Escondida and Centinela Strike Risk Builds: https://news.metal.com/en/newscontent/104143111-escondida-supervisors-vote-95-to-authorise-strike-talks-enter-mandatory-mediation - The Northern Miner — Sigma Lithium Halts Its Only Mine After Brazilian Licence Ruling: https://www.northernminer.com/news/brazil-court-order-idles-sigma-lithium-mine/1003895373/ - Reuters — Sigma Lithium Halts Its Only Mine After Brazilian Licence Ruling: https://www.reuters.com/world/americas/brazilian-court-suspends-licenses-sigma-lithium-mine-2026-09-06/ - Yancoal ASX announcement — Yancoal Completes US$1.85 Billion Kestrel Metallurgical Coal Takeover: https://announcements.asx.com.au/asxpdf/20261001/pdf/074sw628cc2lx8.pdf - Mining Weekly — Yancoal Completes US$1.85 Billion Kestrel Metallurgical Coal Takeover: https://www.miningweekly.com/article/yancoal-completes-185bn-takeover-of-kestrel-met-coal-mine-2026-10-01 - CNBC / Reuters — Gold Heads for a Second Weekly Loss as Payrolls Loom: https://www.cnbc.com/2026/10/02/gold-slips-before-us-payrolls-data-set-for-second-weekly-loss.html - The Rio Times — Gold Heads for a Second Weekly Loss as Payrolls Loom: https://www.riotimesonline.com/gold-silver-precious-metals-thursday-october-1-2026/

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