Hormuz Stand-Down Holds as Doha Talks Begin, BHP Craig Takes Command Tomorrow, Murray & Roberts Escapes Business Rescue, and the Copper Tariff Verdict

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Hormuz Stand-Down Holds as Doha Talks Begin, BHP Craig Takes Command Tomorrow, Murray & Roberts Escapes Business Rescue, and the Copper Tariff Verdict

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June 30, 2026 — The Mining Insider with Logan Ore Today's stories: 1. Hormuz Doha Talks — Fragile Stand-Down: Trump declared Iran requested a meeting in Doha. Kushner and Witkoff flew to Qatar. Iran says its delegation is there to review MOU implementation, not to meet Americans directly. Qatar, Oman and Pakistan mediating. Goldman Sachs: Gulf flows could return to 23M bpd pre-war levels by early July. Brent ~$72.40. 60-day MOU clock running. 2. BHP Day One Tomorrow — Craig's Buy-vs-Build Conundrum: WSJ analysis June 30: Craig inherits Mike Henry's unresolved copper growth challenge. BHP targets 2.5Mt copper equivalent by mid-2030s. Organic path: Resolution, Escondida New Concentrator, Vicuna JV. Acquisition path: Anglo American rejected in 2024; other targets remain. Reuters: strikes (Port Hedland, July 7 session), soaring costs (Jansen $2.3B impairment), M&A — all await Craig on day one. 3. Murray & Roberts Sold for R1.27B: Differential Capital acquires global mining services unit; 2,600 jobs preserved; Cementation Africa and Americas included. R1B on closing + R270M deferred. Closes today, June 30. Part of Nov 2024 business rescue. 4. Section 232 Copper Report Delivered to White House Today: Globe and Mail confirms Commerce may update prior 25% tariff recommendation. No Presidential Proclamation announced. COMEX at record 652,200 tonnes. LME ~$13,100/t. Presidential action could come this week or in coming weeks. Tomorrow's Flashpoint: BHP Brandon Craig Day 1 as CEO (July 1). Ghana GoldBod 30% offtake effective July 1. Hosted by Logan Ore. Sources: Fox News, Al Jazeera, Reuters, India Today, WSJ, BizCommunity, Globe and Mail.

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