Podcast Episodes
Back to SearchHezbollah Blocks the Ceasefire, Trafigura Counts 1.1 Billion Lost Barrels, China Gets Into Namibia's Uranium, and Gold M&A Crosses Eight Billion
Today on The Mining Insider: Story 1 — Hezbollah Rejects Lebanon Ceasefire / Hormuz Day 96: Hezbollah formally rejected the latest US-brokered ceasef…
4 months, 1 week ago
USA Rare Earth Locks In $1.6 Billion, Sunshine Silver Hits the NYSE, and Iran Entangles Lebanon With Hormuz
USA Rare Earth (Nasdaq: USAR) executed definitive agreements with the US Department of Commerce to unlock nearly $1.6 billion in CHIPS Act funding — …
4 months, 2 weeks ago
Iran Fires Missiles Into the Gulf, Goldman Bets $14,500 on Copper, and Zambia's Smelters Go Dark
Iran fired ballistic missiles at Kuwait and Bahrain on Tuesday — the most serious direct military exchange yet. Iranian missiles aimed at Kuwait disi…
4 months, 2 weeks ago
Iran Walks Away From the Table, Elliott Moves on Northern Star, and Barrick Eyes a London Spinoff
Iran's semi-official Tasnim agency reported Monday that Iranian negotiators ceased all indirect communications with the United States, citing Israel'…
4 months, 2 weeks ago
Trump Hardens the Iran Deal, Cameco Consolidates Cigar Lake, and the DRC Raises the Stakes on Lithium
The US-Iran framework to end the conflict and reopen the Strait of Hormuz remains unsigned. Trump emerged from a two-hour Situation Room meeting Frid…
4 months, 2 weeks ago
Trump Reworks the Iran Deal, Zimbabwe Lands $1 Billion for Lithium, and China's Top Copper Giant Meets BHP's Next CEO
The Hormuz ceasefire is holding — barely. The framework that US and Iranian negotiators had tentatively agreed to earlier in the week has been sent b…
4 months, 2 weeks ago
Anglo American Takes a $3.7 Billion Hit on De Beers, the Hormuz MOU Awaits a Signature, and Idaho's DeLamar Clears Federal Permitting
Today on The Mining Insider: 1. Anglo American $3.7B Loss / De Beers Writedown — Anglo posted a $3.7B net loss after a fresh $2.3B pre-tax impairment…
4 months, 2 weeks ago
A Hormuz Deal Takes Shape, the DRC Fights for Its Coltan, and Silver Makes Its Case on the NYSE
Today on The Mining Insider: 1. US-Iran Hormuz Ceasefire Deal — US and Iranian negotiators reached tentative agreement on a 60-day memorandum of unde…
4 months, 2 weeks ago
Japan Merges Its Copper Smelters, MP Materials Takes USA Rare Earths to Court, and Gold Breaks a Key Technical Floor
Today on The Mining Insider: 1. Japan Copper Smelter Consolidation — JX Advanced Metals, Mitsui Kinzoku, Marubeni, and Mitsubishi Materials signed a …
4 months, 2 weeks ago
Tankers Clear Hormuz, BlackRock Backs a Bigger Mining World, and the US-India Minerals Pact Takes Shape
Today on The Mining Insider: 1. LNG Tankers Exit Hormuz — For the first time since late February, LNG tankers are transiting the Strait of Hormuz. AD…
4 months, 3 weeks ago