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News
MMG–Anglo nickel deal: EU antitrust warning and supply risks for project teams
5+ day, 17+ hour ago (375+ words) EU regulators are preparing a formal statement of objections to MMG’s planned acquisition of Anglo American’s Brazilian nickel business, which includes two ferronickel operations and two greenfield projects, amid concerns MMG could divert ferronickel away from European stainless steel producers....
Australia–Korea critical minerals push: offtake and capex signals for miners
1+ week, 6+ day ago (346+ words) Australia and South Korea will use the 47th joint meeting of the Australia-Korea Business Council and Korea-Australia Business Council in Adelaide on 1–2 September to push deeper cooperation on critical minerals and rare earths. Discussions are expected to centre on securing long-term…...
Ontario threat to cut US electricity, critical minerals: risks for project teams
2+ week, 6+ day ago (478+ words) Ontario Premier Doug Ford has warned he is prepared to cut off both electricity exports and critical minerals to the United States after Trump imposed 50% tariffs on about US$20 billion of Canadian goods, including autos, auto parts and steel. Michigan…...
Gold price gets US bond policy boost: macro risk takeaways for mine planners
3+ week, 2+ day ago (478+ words) Gold’s jump to about US$4,600 per oz., after the US Treasury doubled buybacks of longer-dated Treasuries on 19 August and pushed spot prices up more than 3% in a day, is being linked by the World Gold Council to growing pressure on…...
Gold miners climb as US yields rebound: risk and valuation notes for project teams
3+ week, 3+ day ago (480+ words) Gold miners extended their August rally on Thursday despite a rebound in long-term US Treasury yields, with the VanEck Gold Miners ETF up 2.3% by 12:40 p.m. ET as Agnico Eagle, Newmont and Barrick gained about 2–2.2% while spot gold eased near $4,509. The move…...