• Treasurer Jim Chalmers will today release consultation papers for the $17.5b production tax credits for minerals processing (West)

• Lynas aims to accelerate its foray into heavy rare earth elements by outlaying $25m to reconfigure its Malaysian processing plant (West)

• Administrators have retreated from Callide C, handing Czech investors a win and dealing a blow to the QLD government’s plans (The Australian)

• John Richards is stepping down from the NST board (West)

• Trafigura clinched a share of the new Kipushi zinc mine in the DRC, following a snub by Glencore (Bloomberg)

• Lake Resources is laying off staff and selling assets as low prices hit the sector (Reuters)

• Chilean miner SQM plans to choose one or more direct lithium extraction (DLE) technologies by next year (Mining.com)

• The energy transition is advancing & abandoning the road map would waste billions of dollars, said Squadron Energy (The Australian)

• The U.S. is bidding to eventually buy up to $2.7b of domestically-supplied enriched uranium, to boost the supply chain (Reuters)

• LGIM will sell some of its Glencore shares over concerns on the group’s coal production and commitment to reducing carbon emissions (FT)

• China’s nickel giant Tsingshan Holding Group has started production at its US$1b steel plant in central Zimbabwe (Mining.com)

• African gold miner Perseus is out of the contest for Newmont’s Akyem in Ghana, & Chinese parties are said to be well placed (The Australian)

• China Cinda sold a chunk of its shares in Yancoal Australia on Thursday, inching it closer toward ASX200 inclusion (AFR)

• Lundin Mining is considering a potential sale of two European zinc mines as the Canadian metals producer turns its focus to Latin American copper (Bloomberg)

• Speculation has again surfaced about Agnico Eagle’s interest in De Grey with the group said to have picked up the pace (The Australian)

• Bannerman Energy upscaled its placement, raising $85m at $3.30/sh to advance its Namibian project Etango-8 (BMN)

• We have heard that BHP’s chairperson has been publicly stating the Big Australian will not be back in six months time to do a deal with Anglo - the ship has sailed. You would say that publicly even if you were planning on having another crack at a later date too 🤷 

• Ivan Vella, the boss at IGO, does not believe in green premiums (BusinessNews)

• How a shake-up could unlock $40b for Rio Tinto investors, by Chanticleer (AFR)

• For fans of shareholder activism, a brief highlight reel from a man not known for biting his tongue, hedge fund giant Dan Loeb, is worth a read (Vanity Fair)

• How China is Reshaping Hong Kong (podcast), a run through the loss of HK as an independent Chinese city

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