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The Mining Insider

The Mining Insider

著者： Logan Ore - The Pro Podcasters
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The Mining Insider - Daily Mining News & Industry Insights Welcome 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 extraction. Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future. Who Should Listen? Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector. Why Subscribe? Stay informed in just 5 minutes – No fluff, just high-impact mining news. Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond. Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data. Timely & actionable insights – Know what’s happening today and how it affects the future of mining. The Mining Insider: Your Competitive Edge in Mining & Resources With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance. Subscribe today on Spotify, Apple Podcasts, Google Podcasts, or your favorite podcast platform, and join the industry professionals, executives, and investors who rely on The Mining Insider for their daily mining news. Follow us for updates: @TheMiningInsiderCopyright 2026 Logan Ore - The Pro Podcasters 政治・政府
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  • Rio Tinto Commits $1.9 Billion to Kangwinan Bauxite, Newmont Sets Red Chris Timeline, Gold Hits Three-Month Low, and Whitehaven Beats

    Rio Tinto Commits $1.9 Billion to Kangwinan Bauxite, Newmont Sets Red Chris Timeline, Gold Hits Three-Month Low, and Whitehaven Beats
    2026/10/23
    Rio Tinto Commits $1.9 Billion to Kangwinan Bauxite in Queensland: First, Queensland, where Rio Tinto has approved 1.9 billion U.S. dollars to develop the Kangwinan bauxite project on Western Cape York. The company says the total includes 150 million dollars of early works pre-approved in 2025, and that the project is expected to deliver an internal rate of return of about 22 percent, based on third-party market forecasts as at the fourth quarter of 2026. Newmont Beats on Higher Gold Prices and Sets Red Chris Timeline: Next, Newmont, which reported third-quarter results on Thursday. Attributable gold production was about 1.3 million ounces, and consolidated gold sales were 1.211 million ounces at an average realised price of 4,317 dollars an ounce. Copper production was 23,000 tonnes. Adjusted net income was 2.309 billion dollars, or 2.20 dollars a share, ahead of the 2.05 dollars analysts expected, according to Reuters citing LSEG data. Gold Hits a Three-Month Low as Energy Prices and Equities Bite: Meanwhile, markets. Capital Brief reports the mining sector was the weakest on the ASX 200 on Friday, falling 3.74 percent as gold fell as much as 0.9 percent to below 3,990 dollars an ounce, the lowest since mid-July. Gold had dropped nearly 3 percent on Thursday. Northern Star fell 3.3 percent, Evolution Mining 4.6 percent, Newmont 3.7 percent and Perseus Mining 7.4 percent. Whitehaven Coal Beats on Queensland Strength: Next, coal. Reuters reports Whitehaven Coal beat quarterly output estimates, with managed run-of-mine coal production of 11 million tonnes in the three months to September 30, against 9 million tonnes a year earlier and the Visible Alpha consensus of 9.5 million. Genesis Minerals Posts 72,107 Ounces Ahead of Vault Merger: Finally, Western Australia. Australian Mining reports Genesis Minerals produced 72,107 ounces of gold in the September quarter at an all-in sustaining cost of 2,966 dollars an ounce. It sold 71,594 ounces at an average realised price of 5,902 dollars an ounce, for revenue of 422.5 million dollars. The article does not state the currency, but Genesis reports in Australian dollars. Sources: - Rio Tinto news release — Rio Tinto Commits $1.9 Billion to Kangwinan Bauxite in Queensland: https://www.riotinto.com/en/news/releases/2026/rio-tinto-to-invest-1-9-billion-to-develop-the-kangwinan-bauxite-project-in-western-cape-york-queensland - Australian Mining — Rio Tinto Commits $1.9 Billion to Kangwinan Bauxite in Queensland: https://www.australianmining.com.au/strong-vote-of-confidence-rio-tinto-backs-queenslands-bauxite-future/ - Newmont Q3 2026 results (Business Wire via FinancialContent) — Newmont Beats on Higher Gold Prices and Sets Red Chris Timeline: https://markets.financialcontent.com/prnews/article/bizwire-2026-10-22-newmont-reports-third-quarter-2026-results-with-record-third-quarter-adjusted-net-income-positioned-to-achieve-full-year-guidance-provides-update-on-red-chris-block-cave-project - Reuters via Investing.com — Newmont Beats on Higher Gold Prices and Sets Red Chris Timeline: https://au.investing.com/news/economy-news/newmont-beats-quarterly-profit-estimates-on-higher-gold-prices-cadia-recovery-4709437 - Capital Brief — Gold Hits a Three-Month Low as Energy Prices and Equities Bite: https://www.capitalbrief.com/briefing/gold-miners-tumble-as-bullion-hits-three-month-low-197328e3-61ed-4bab-87b8-5340dae8cba6/ - Associated Press — Gold Hits a Three-Month Low as Energy Prices and Equities Bite: https://apnews.com/article/mideast-yemen-saudi-israel-october-22-2026-dde5b98a8bf961224514994b02babce9 - Reuters via Kansas City Star — Whitehaven Coal Beats on Queensland Strength: https://www.kansascity.com/news/business/article317740044.html - Australian Mining — Genesis Minerals Posts 72,107 Ounces Ahead of Vault Merger: https://www.australianmining.com.au/genesis-minerals-builds-financial-firepower-ahead-of-vault-deal/ - Genesis and Vault merger announcement (ASX, 14 July 2026) — Genesis Minerals Posts 72,107 Ounces Ahead of Vault Merger: https://announcements.asx.com.au/asxpdf/20260714/pdf/071p7pynkm2vzn.pdf - Teck Resources news release — Tomorrow's Flashpoint: https://www.teck.com/news/news-releases/2026/
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    12 分
  • China Signs Rio Tinto as Fortescue Warns, BHP Chair Eyes Canada's Tax Model, Highland Valley Copper Strike Notice, and Chile's Lithium Tenders

    China Signs Rio Tinto as Fortescue Warns, BHP Chair Eyes Canada's Tax Model, Highland Valley Copper Strike Notice, and Chile's Lithium Tenders
    2026/10/22
    China's State Buyer Signs Rio Tinto While Fortescue Warns of Impact: First, iron ore. Reuters, citing people with knowledge of the matter, reports China Mineral Resources Group, the state-owned buyer known as CMRG, has agreed a new annual supply deal with Rio Tinto. CMRG verbally notified some steel mills on Wednesday without giving details, and was due to start collecting on Thursday the volumes each mill needs to buy. It was not immediately clear how much Rio Tinto ore the contract covers. BHP Chair Points to Canada's Tax Deduction at Annual Meeting: Meanwhile, BHP held its annual general meeting on Thursday. Chair Ross McEwan used his address to press for investment reform. Reuters reports he pointed to Canada's new Productivity Mega Deduction, which lets businesses immediately deduct the full cost of eligible capital investment, including mine development costs. McEwan said, "Make no mistake, Australia must compete for capital if it wants to win, nationally, and in every state." He added, "Australia should pay close attention to that." Highland Valley Copper Workers Serve 72-Hour Strike Notice: Next, British Columbia, where workers at Teck's Highland Valley Copper mine have served strike notice. Teck said on Wednesday it received the notice from United Steelworkers Local 7619, which entitles the union to begin strike action as early as 8 a.m. Pacific on October 24. The collective agreement expired on September 30. Chile Plans Five New Lithium Tenders to Double Output: Finally, a policy push from the world's second-biggest lithium producer. Reuters reports Chile plans to issue tenders for five more lithium projects next year, as part of a drive to more than double output within a decade. Mining Minister Daniel Mas gave the interview during LME Week in London. Gold Drops Over 1% While Copper Holds Near US$14,400: Meanwhile, markets. WAM, via Qazinform, reports spot gold fell 1.1 percent to 4,094 dollars and 90 cents an ounce by 03:33 GMT on Thursday, its lowest since October 14. December U.S. gold futures fell 0.9 percent to 4,111 dollars and 40 cents. Spot silver fell 2.6 percent to 56 dollars and 44 cents, platinum fell 2.1 percent to 1,594 dollars and palladium fell 2.6 percent to 1,059 dollars. Sources: - Reuters via Mining Weekly (CMRG and Rio Tinto) — China's State Buyer Signs Rio Tinto While Fortescue Warns of Impact: https://www.miningweekly.com/article/chinas-state-iron-ore-buyer-agrees-new-annual-supply-contract-with-rio-tinto-sources-say-2026-10-21 - Reuters via News & Observer (Fortescue) — China's State Buyer Signs Rio Tinto While Fortescue Warns of Impact: https://www.newsobserver.com/news/business/article317723401.html - Proactive via Yahoo Finance — China's State Buyer Signs Rio Tinto While Fortescue Warns of Impact: https://uk.finance.yahoo.com/news/bhp-rio-tinto-fortescue-hit-004100169.html - Shanghai Metals Market — China's State Buyer Signs Rio Tinto While Fortescue Warns of Impact: https://news.metal.com/newscontent/104173846-smm-iron-ore-anglo-american-draws-down-stocks-to-hold-sales-iron-ore-futures-spot-weaker - Reuters via Mining Weekly (BHP AGM) — BHP Chair Points to Canada's Tax Deduction at Annual Meeting: https://www.miningweekly.com/article/bhp-chair-points-to-canada-tax-incentives-in-call-for-investment-reforms-2026-10-22 - BHP 2026 AGM Addresses (SENS) — BHP Chair Points to Canada's Tax Deduction at Annual Meeting: https://www.businessday.co.za/sens/564075/ - Teck Resources news release — Highland Valley Copper Workers Serve 72-Hour Strike Notice: https://www.thecanadianpressnews.ca/globenewswire_press_releases/teck-receives-highland-valley-copper-operations-strike-notice/article_18106218-00bc-566d-a871-922bd3d55dac.html - USW Local 7619 release (GlobeNewswire via The Spec) — Highland Valley Copper Workers Serve 72-Hour Strike Notice: https://www.thespec.com/globenewswire/steelworkers-at-highland-valley-copper-issue-72-hour-strike-notice/article_32d72ce7-d220-5b5a-a625-c0d0e3321a52.html - Briefs.co — Highland Valley Copper Workers Serve 72-Hour Strike Notice: https://www.briefs.co/news/workers-at-canada-s-biggest-copper-mine-signal-possible-stri/ - Reuters via Mining Weekly (Chile lithium) — Chile Plans Five New Lithium Tenders to Double Output: https://www.miningweekly.com/article/chile-plans-five-new-lithium-tenders-in-push-to-double-output-2026-10-21 - WAM via Qazinform — Gold Drops Over 1% While Copper Holds Near US$14,400: https://qazinform.com/news/gold-prices-drop-over-1-on-thursday-f13dc8 - International Copper Association Australia, Copper Weekly Brief — Gold Drops Over 1% While Copper Holds Near US$14,400: https://copper.com.au/news/mining/copper-weekly-brief-22-october-2026/amp/ - Teck Resources news release — Tomorrow's Flashpoint: https://www.thecanadianpressnews.ca/globenewswire_press_releases/teck-receives-highland-valley-copper-operations-strike-notice/article_18106218-00bc-566d-a871-922bd3d55dac.html
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    12 分
  • Hudbay and Mitsubishi Approve Copper World, Northern Star Flags Asset Sales, Gold Slips Again, and China Iron Ore Output Falls

    Hudbay and Mitsubishi Approve Copper World, Northern Star Flags Asset Sales, Gold Slips Again, and China Iron Ore Output Falls
    2026/10/21
    Hudbay and Mitsubishi Approve Construction of Copper World in Arizona: First, Arizona, where Hudbay Minerals and Mitsubishi have approved a final investment decision for the Copper World copper project, about 50 kilometres southeast of Tucson. Hudbay owns 70 percent and Mitsubishi 30 percent. First production is targeted for the second half of 2029. Northern Star Keeps Guidance, Flags Possible Asset Sales: Next, Australia, where Northern Star reported its September quarter on Wednesday, the first under new chief executive Suresh Vadnagra, who took over on October 5. Reuters reports gold sales revenue rose 7.2 percent to 1.82 billion Australian dollars, below the Visible Alpha consensus of 1.93 billion. Gold sold was 364,000 ounces, down from 381,100 a year earlier, as planned shutdowns hit all three production centres. The average realised price was 4,999 Australian dollars an ounce. Gold Slips for a Fourth Session as Oil Climbs and Copper Eases: Meanwhile, markets. Reuters reports spot gold fell 0.2 percent to 4,118 dollars an ounce at 0319 GMT on Wednesday, a fourth straight losing session, with spot silver down 0.9 percent at 57 dollars and 44 cents. Brent crude rose 1.5 percent to 110 dollars and 38 cents a barrel, after touching a five-month high in the previous session. Kpler counted at least 18 vessel attacks over the past two weeks. China Iron Ore Output Falls 10% as Port Stocks Stay High: Next, China's iron ore. SteelOrbis, citing the National Bureau of Statistics, reports China's iron ore production was 665.45 million tonnes in the first nine months, down 10.3 percent from a year earlier. September output was 63.11 million tonnes, down 23.9 percent year on year and 5.7 percent from August. Hochschild Holds Full-Year Guidance as Mara Rosa Recovers: Finally, Hochschild Mining, which reported third-quarter production on Wednesday. Attributable output was 54,732 ounces of gold and 1.5 million ounces of silver, or 74,004 gold equivalent ounces. For the nine months, attributable production was 225,835 gold equivalent ounces. Sources: - Hudbay Minerals news release (GlobeNewswire via Stockwatch) — Hudbay and Mitsubishi Approve Construction of Copper World in Arizona: https://www.stockwatch.com/News/Item/U-z9850104-U!HBM-20261020/U/HBM - Reuters via Mining Weekly — Northern Star Keeps Guidance, Flags Possible Asset Sales: https://www.miningweekly.com/article/incoming-northern-star-ceo-flags-possibility-of-asset-sales-2026-10-21 - Investing.com (Northern Star call transcript) — Northern Star Keeps Guidance, Flags Possible Asset Sales: https://uk.investing.com/news/stock-market-news/earnings-call-transcript-northern-star-holds-fy27-guidance-as-kcgm-ramps-up-93CH-4921226 - Reuters via Asharq Al-Awsat (gold and oil) — Gold Slips for a Fourth Session as Oil Climbs and Copper Eases: https://english.aawsat.com/business/5331828-gold-dips-fourth-session-oil-rally-fans-inflation-concerns - Trading Economics (copper) — Gold Slips for a Fourth Session as Oil Climbs and Copper Eases: https://tradingeconomics.com/commodity/copper/news/494583 - SteelOrbis (National Bureau of Statistics data) — China Iron Ore Output Falls 10% as Port Stocks Stay High: https://www.steelorbis.com/steel-news/latest-news/chinas-iron-ore-output-down-103-percent-in-january-september-2026-1485080.htm - Shanghai Metals Market — China Iron Ore Output Falls 10% as Port Stocks Stay High: https://news.metal.com/newscontent/104171418-smm-iron-ore-hot-metal-output-edges-up-but-port-stocks-cap-iron-ore-range-bound-trade-seen - Trading Economics (iron ore) — China Iron Ore Output Falls 10% as Port Stocks Stay High: https://tradingeconomics.com/commodity/iron-ore - Hochschild Mining Q3 and 9 month Production Report (RNS via TradingView) — Hochschild Holds Full-Year Guidance as Mara Rosa Recovers: https://in.tradingview.com/news/reuters.com,2026-10-21:newsml_RSU7706Za:0-reg-hochschild-miningplc-q3-and-9-month-production-report/ - Reuters via Mining Weekly (Northern Star and Gold Fields) — Tomorrow's Flashpoint: https://www.miningweekly.com/article/incoming-northern-star-ceo-flags-possibility-of-asset-sales-2026-10-21
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    13 分
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