• Traders gear up for commodity rally as supply shock rock markets (AFR)

• Explorers will need to prove their discovery has a “reasonable prospect” of becoming a mine & factor in ESG under proposed changes to JORC (West)

• China’s industrial output & steel production faltered in August as the economy lost momentum, adding to stimulus expectations (FT, Bloomberg)

• Japan & the US face a shared challenge from cheap Chinese steel, though Japan’s PM is hopeful (Reuters)

• Glencore cut ties with mining services provider at Murrin Murrin, Bis Industries, to streamline WA’s last remaining long-life nickel operation (West)

• South African platinum miners’ shares surged on Friday as prices of the main metals they produce extend a recent recovery (Bloomberg)

• The High Court in London has ruled against the planning permission granted for a metallurgical coal mine in West Cumbria (FT)

• Hedge funds turned net bearish on Brent crude for the first time on record on oversupply concerns (Bloomberg)

• Iron ore’s slide is a hiccup for big miners amid copper scramble (Australian)

• Australia signed a deal with the German government for $660m of shared investment in Australian hydrogen projects (AFR)

• Vale said it was conducting additional checks on a dam in southeast Brazil after a routine inspection identified surface cracks (Bloomberg)

• Renewable energy will generate 82% of Australia’s power by 2031 or 32’ which is a year or two later than targeted, Transgrid chief Brett Redman said (Australian)

• US Supreme Court may consider appeal against Rio-BHP JV Resolution copper mine (AFR)

• Chile played down warnings that plans to cut revenues paid to smaller renewable power operators could trigger a wave of defaults (FT)

• Resource promoter David Catsoulis’s mining outfits, Warwick Gold & Impact Gold, have been pushed into liquidation (Australian)

• Vulcan Energy defies ASX-listed lithium miner share price rout (CB)

• Brazil has almost squashed the illegal gold mining rush in Amazon (Reuters)

• The Base Metals-Energy Fuels scheme has become effective (BSE)

• US aluminium maker Alcoa said it would sell a 25.1% stake in its Ma’aden JV to Saudi Arabian mining company Ma’aden for US$1.1b (AAI)

• Northern Minerals completed a $43m placement (NTU)

• Neometals Finnish recycling subsidiary will receive a €500k investment from EIT RawMaterials, with a further €15m conditional grant provided (NMT)

• Sun Silver is in a trading halt, pending a capital raising (SS1)

• Matsa returned to the market this morning after raising $2.4 million to only two parties: Deutsche Balaton (DELPHI) and Bulletin Resources (MAT) meanwhile a sister entity of DELPHI, 2Invest AG has been repaid for the A$6 million bearer bonds issued to Theta as they have raised US$8 million (TGM)

• Black Rock Mining signed a US$179m agreement (over 4 facilities) with various African lenders to fund Mehenge graphite (BKT)

• Bowen Coking Coal is in trading halt concerning a potential debt & equity financing event (BCB)

• There are whispers that Northern Star has made the call to initiate a ‘disengagement agreement’ with Komatsu. Our sources suggest that Komatsu employees walked from KCGM on Friday…

• China Northern Rare Earth announced an exploration breakthrough in rare earths expected to lift oxide output by ~5Mt (Xinhua)

• Friend or foe? Europe’s big Chinese EV dilemma (AFR)

• Offtakes and Stockpiles - Thoughts on a US Sovereign Wealth Fund to counter Chinese dumping (Syncretica)

• How worried should you be about the U.S. debt and deficit? (JP Morgan) A couple months old, but great perspective

• Record weeks for renewables blow up Dutton’s nuclear con (AFR op-ed) This piece was criticised in Letters to the Editor

• China to raise retirement age for first time since 1978 (FT)

• Chinese Solar Giants’ Shine Fades Amid Growing Product Glut (Caixin)

• Gold Stocks Have Never Been Cheaper (GoRozen)

• Latin America Is Rewriting the Rules and Spooking Investors (Bloomberg)

• Global jobs market shaken by green transition (FT)

• Gina Rinehart continues her father’s tax crusade (AFR op-ed)

• It's an old episode but still fascinating. Trader James Chen talks about finding alpha in obscure places in this podcast interview on Chat with Traders. Nearly every example mentioned references ASX mining stocks…

• Batteries: The Great Consolidation (Redefining Energy) Is the writing on the wall for the battery industry? 

• Kristie Batten recaps the news flow of the major gold producers ahead of Gold Forum Americas (MiningForum)

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