• A claim to be the “best operator” in the global mining industry is shaping up to be a key part of BHP’s pitch to Anglo American investors (AFR)

• Iluka’s boss Tom O’Leary says China is weaponising its domination of the rare earth market (The Australian) we actually think the AGM address is worth a read in its entirety, you rarely read such punchy views on China and never at an AGM (ILU)

• Ganfeng is seeking full control of Goulamina, planning to payout $408m for the Malian asset from JV partner Leo Lithium (Bloomberg)

• Iron ore royalties are on track to pour $1.3 billion more into Treasury coffers than forecast in December, handing the Treasurer a major windfall in preparation for her first Budget on Thursday (The West)

• Germany has sent its foreign minister on a mission to Australia to explore Australia’s potential for expanding its critical minerals processing capacity (MiningNews)

• Bonds & stock in Volcan Minera have fallen after Glencore announced it was selling its stake in the Peruvian zinc miner (Bloomberg)

• White House adviser says US must support critical mineral projects in risky nations (Reuters)

• First Quantum seeks “dialogue” with new Panama president over disputed copper mine (Mining.com)

• Iron ore once again defied the naysayers, creeping back over US$120/t (The West)

• Shares in Poland’s state-run energy companies surged on Tuesday after the industry minister unexpectedly backed plans to relieve them of loss-making coal assets (Bloomberg)

• Codelco and SQM lithium talks are on track, but there are several pending issues to be resolved (Mining.com)

• Bushveld has agreed to sell its South African vanadium mine, Vanchem for up to US$40.6 million in a distressed sale (miningmx.com)

• Pembroke Resources’ Olive Downs majority stake sell down looks likely to net more than $1bn, with two Indonesian-backed bidders apparently battling for the asset (The Australian)

• Our friends at Collins St AM became a substantial holder (5.08%) of Namibian gold explorer Wia Gold overnight (WIA) There seems to be no slowing down by Collin St on playing the junior gold thematic

• De Grey launched a HUGE capital raising this morning to raise $600m, which is expected to fully fund the equity component of the Hemi project financing. Expected receipt of credit approved term sheets for debt financiers is on schedule for mid-2024 (DEG)

• Queensland’s Critical Minerals and Battery Technology Fund will provide EQR’s Mt Carbine Tungsten mine with an up to $20m 3-year loan facility (EQR)

• A new report has revealed a significant portion of Australia’s Generation Z population has a negative attitude towards the mining industry (The West)

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All information in this newsletter is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional, along with considering any relevant Product Disclosure Statement. Money of Mine does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Money of Mine strives to ensure the accuracy and currency of the information contained in this newsletter but we do not make any representation or warranty that it is accurate, reliable or up to date. Any views expressed by the hosts of Money of Mine are their opinion only and may contain forward looking statements that may not eventuate. Money of Mine will not accept any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of information in this newsletter.