• AI growth will exacerbate a looming shortage of copper, BHP warned (FT)

• Wall St predictions grow for aggressive half-point Fed rate cut (FT) half-point cut odds at 64%

• Oil prices inch up on Fed rate cut outlook (Reuters)

• The best week in over a year for Australia’s mining shares is at risk of reversing as concerns deepen over China’s growth trajectory (Bloomberg)

• Gas-fired power would end in 5 years under a Greens push, undermining Labor’s plan to accelerate the renewables rollout without blackouts (Australian)

• The Fed's rate cut decision & Aussie jobs data headline a crucial week in macro (CB)

• PM Anthony Albanese shut down the prospect of adding a “climate trigger” to pass Labor’s Nature Positive laws, overruling Tanya Plibersek (West)

• “Stars are aligning” for a breakout rally in precious metals as investors prepare for rate cuts (AFR)

• ERA’s legal challenge to the lease cessation at Jabiluka has one more opponent after a judge allowed the area’s traditional owners to participate (West)

• The High Court ended Julian Wright’s bid for bigger share of iron ore fortune that left his siblings billionaires (West)

• Anglo American risks getting caught in four strategic traps it set for BHP, as it tries to progress its transformation (Australian)

• Goldman Sachs cuts Q4 iron ore price forecast by $15/t to $85/t on a supply glut (Mining.com)

• Sweden’s government has ruled out a financial rescue of Northvolt as the country’s green battery start-up fights for survival (FT)

• MinRes cites large gas resource amid talks on $500m sale (CB, AFR) MST’s Saul Kavonic points to Mitsui, Beach Energy, Hancock as potential bidders

• IGO is understood to be weighing the acquisition of Rio Tinto’s Winu in WA as it turns its attention to non-lithium M&A (Australian)

• Paladin has hit a roadblock in its proposed acquisition of Fission Uranium after CGN Mining, an 11.3% FCU shareholder, opposed the deal (PDN, Mining.com)

• Vizla Silver is raising C$65 million in a bought deal to advance their Panuco silver-gold project in Mexico (VZLA.V)

• Following last week’s resource upgrade, Andean Silver is raising capital (ASL)

• Polymetals secured a US$20m pre-payment facility with trader Ocean Partners UK at SOFR + 6% (POL)

• Yesterday’s strum-up in The Australian about BHP’s wisdom walking from Anglo as it has kicked a few own-goals since smells a bit funny to us. “One thing to be sure, $75bn won’t be back on the table again.”

• If Anglo’s business is both simpler and cheaper in due course, BHP will be back. But they’ll probably move at a glacial pace and be playing catch-up to Glencore when that time comes

• Emmanuel Datt dives into the most important M&A deal of the year: Anglo Coal (Livewire)

• U Need to Focus on Term (Praetorian Capital) Referenced in yesterday’s show

• Remember Gina Rinehart’s pitch for “special economic zones” in Australia’s north? It seems the political agenda is back based on Tony Boyd’s sympathetic op-ed in the AFR

• Lucara unearths 1,094-carat diamond (Bloomberg)

• Investors have forgotten the lessons of the dotcom crash (AFR)

• To Catch Up in EVs, Detroit Needs to Invite China In (Bloomberg)

• Let’s improve the fossil fuels debate (Australian)

• Brazil wants to be a climate champion and an oil giant. Can it be both? (FT)

• Rick Rule reckons 3/4 of juniors are “absolutely valueless” (Kitco)

• China’s grip on rare earths undercuts projects from US to Japan (Bloomberg)

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