『South32 Turns Copper, BHP's Diesel Dilemma on Day One, Ghana GoldBod Goes Live, and Iran Walks Away From Doha』のカバーアート

South32 Turns Copper, BHP's Diesel Dilemma on Day One, Ghana GoldBod Goes Live, and Iran Walks Away From Doha

South32 Turns Copper, BHP's Diesel Dilemma on Day One, Ghana GoldBod Goes Live, and Iran Walks Away From Doha

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July 1, 2026 — The Mining Insider with Logan Ore Today's stories: 1. South32 Sells Aluminium to Alcoa for $5.6B — Copper Takeover Target: Reuters Breakingviews analysis: South32, freed from its largest non-copper asset, becomes a lean copper miner likely to attract Glencore or BHP (its former parent). Departing CEO Graham Kerr's transformation complete. Brandon Craig starts as BHP CEO today — South32 is directly relevant to his buy-vs-build copper challenge. 2. BHP Craig Day One — 62 Diesel Trucks Ordered at Jimblebar: Alongside the ceremonial launch of 2 battery-electric Cat 793 XE trucks, BHP confirmed 62 new diesel trucks were ordered for Jimblebar, approved to run through at least late 2030s (possibly 2041). ~$500M diesel fleet. Geraldine Slattery: early retirement is 'premature.' Craig must present revised climate action plan to shareholders within 2 years. 3. Ghana GoldBod 30% Offtake Live Today: Effective July 1, the Ghana Gold Board begins purchasing 30% of production from Newmont, Gold Fields, Zijin and all large-scale miners. Settlement in Ghanaian cedis at BoG reference rate minus 0.55%. No free conversion to USD. Gold near $4,906/oz (Gulf News Dubai data). 4. Iran Refuses Doha Meeting — Hormuz Talks Collapse: Iran's Foreign Ministry confirms it will not meet with Kushner/Witkoff delegation in Doha. 60-day MOU clock running. Brent crude faces upward pressure. Iran's FM reiterates mine clearance conducted by Iran alone. Tomorrow's Flashpoint: BHP Port Hedland July 7 critical labor bargaining session — 3 unions, $120M/day iron ore revenue at stake. Hosted by Logan Ore. Sources: Reuters Breakingviews, ABC News Australia, Al Jazeera, Times of Israel, Gulf News.
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