• Glencore says ESG mood has ‘evolved’ and it will keep coal mining, while maintaining its London listing (AFR) Any surprises here?

• Arcadium Lithium CEO Paul Graves said its Mt Cattlin mine may have to shut if weak lithium prices persist at a time (AFR)

• Mark Zeptner has taken a swipe at the tardiness of the Takeovers Panel (West)

• Ramelius said its acquisition of an 8.9% stake in Spartan in June provided a “seat at the table” (The Australian)

• Why Jabiluka going to court may not be the last twist (AFR’s Chanticleer)

• Glencore, the world’s 2^nd biggest cobalt miner, said oversupply in the market may stretch into 2026 as new output overwhelms (Bloomberg)

• FMG investigated its former chief scientist and found he misrepresented his qualifications and experience, according to an affidavit (AFR)

• Boss Energy CEO Duncan Craib, has defended his move to offload more than half his shares in May (The Australian)

• Greatland Gold is still keen on the ASX listing it postponed last year, pending progress on a potential buyback of Newmont’s stake in the project (BN)

• Implats said its upcoming financial results will include impairments of US$1.08b and warned it will swing to a full-year loss (Bloomberg)

• Glencore to pay US$152m to settle Swiss investigation to resolve the last of bribery allegations (MiningNews)

• Ken Brinsden said the West’s competitive advantage over China is having the best mines in the world & downstream opportunities would flow (The Australian)

• De Grey refused to comment around M&A speculation, saying they’re focused on developing Hemi (BN)

• Namibia said less than half of the mining projects it’s approved are operating, prompting a tougher stance on issuing permits (Bloomberg)

• Steel & iron ore producer Cap plans to close its mills, saying tariffs on Chinese products weren’t enough to save Chilean steelmaking (Bloomberg)

• Gold prices pared gains on Wednesday as the U.S. dollar and Treasury yields edged higher (Reuters)

• Metarock offices were raided by Resources Safety and Health Queensland following two coal worker deaths in two years (ABC)

• BHP is planning to sell Brazilian copper and gold assets it acquired with the takeover of Oz Minerals (Bloomberg)

• Medallion & IGO entered an exclusivity deed over Forrestania, where MM8 will acquire the Cosmic Boy plant & gold + silver rights (IGO)

• Itochu bought a minority stake in Javelin Global Commodities, the historically coal-focused firm that’s fast expanding into oil, metals and renewables (Bloomberg)

• AMIS has become 35% owners of Dynamic, while Harvest Lane has also emerged as substantial, holding 12.8% (DDB)

• Deutsche Balaton has emerged as 7.9% shareholders in Alto (AME) Kin merger disruption, take two?

• Medallion Metals in trading halt pending a capital raising off the back of their deal with IGO (see above) (MM8)

• Vertex, Sarytogan Graphite, Great Western and Woomera Mining are all in trading halt pending a capital raising (Market Index)

• Finder Energy launched a non-underwritten entitlement offer to raise up to c. $6m (FDR)

• From the Archives: Olympic Dam, from mine to market (1995) (YouTube)

• Qatar has invested in a US-backed initiative designed to loosen China’s dominance of minerals critical to clean energy (FT)

• Legacies defined in golden games, a special report on WA gold M&A (BN)

• What's a Carry Trade? (Capital Gains blog) Given the Japan-US rates trade unwind, this one’s particularly relevant

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