• Tanya Pilbersek faces test to approve Newmont’s new Cadia tailings dam near Orange (West, Australian)

• Gina Rinehart inks $1.1bn gas deal with Chris Ellison’s MinRes (AFR) with Gina emerging as a gas major following a bumper profit (AFR)

• Glencore holds guidance as EVR coal starts to roll in; copper, cobalt, coal all on track (MiningNews)

• MinRes dials back at Mt Marion and confirms 570 jobs gone since July as part of cost cuts (West, AFR)

• BHP backpedals from chairman’s Anglo American takeover talk (AFR)

• The SEC is looking into whether Freeport failed to disclose threats a severe earthquake could pose to its new US$3.7b smelter in Indonesia (Bloomberg)

• UK budget delivers olive branch to critical minerals, pledging support for EVs (MiningNews)

• Lynas processed its first batch of of mixed rare earth carbonate from its Kalgoorlie-Boulder plant at its Malaysian facility (West)

• Hedge fund L1 buys up Mineral Resources during the scandal sell-off (AFR)

• Fortescue’s exec sheds light on miner’s high-stakes green gamble (CB)

• UBS expects the copper price to average $10,500/t in 2025 (Mining.com)

• MinRes’ CFO said a rollout of new FIFO swings as part of cutbacks across the iron ore & lithium businesses had hurt staff retention (West)

• Dataroom reported that Glencore may be betting on a break-up play for the Anglo coal assets and that it may only be bidding for some of the assets, leaving Yancoal in prime position (Australian) textbook leak to try get Glencore to lift their bid - they’re smarter than to fall for it

• CZR advised FIRB approval for the sale of its Robe Mesa iron ore project has been delayed again, deadline now extended to 29 Nov 24 (CZR) surprise surprise! And you wonder why we don’t believe Yancoal has a good chance of getting FIRB?

• Woodside and Tokyo Gas are in discussions over stake in US LNG project (Reuters)

• Metals X increased its ownership of First Tin Plc to 29.9% (MLX)

• Aris Mining upsized its notes offering from $300m to $400m, priced at 8% (ARIS.T)

• Capricorn received firm commitments to raise $200m to fund development of the expansion of Karlawinda processing capacity to 6.5Mtpa and other development & exploration workstreams (CMM)

• Collective Mining raised C$46m to advance its Guayabales project (CNL.T)

• St Barbara, Xanadu, Peak Rare Earths and Wia Gold (amongst many others) are all in a trading halt, raising capital

• Bowen Coking Coal has apparently secured the $70 million equity injection it was chasing… (Australian, BCB)

• Rumble Resources announced a $7.1m placement to advance gold exploration at Western Queen (RTR)

• Ironbark Zinc raised $10m and appointed a new director to advance its Citronen base metals project (IBG)

• Cobre announced a $4.6m placement to accelerate exploration (CBE)

• We hear that Zijin’s activities in Kalgoorlie are worth paying attention to. Binduli is expanding from 5Mtpa to 8Mtpa and there are big plans for a large ‘superpit’ of ~5 separate deposits to be called “Apachi”

We’ve put together a little end of quarterlies gift for the Money Miners, our GC Tracker (short for gold company tracker - what were you thinking?)

We’ve cobbled together the FY25 (CY24 for GOR) production and cost guidance for all the ASX listed Aussie gold producers with a +100kozpa production profile, along with the actuals they’ve reported this quarter.

A simple tool to keep track of how all the goldies are going throughout the year. We’ll try to remember to update it every quarter, but enjoy Q1 for now!

• Gina Rinehart buys Peter Dutton’s table for Perth party (AFR’s Rear Window)

• Has Gina Rinehart saved Chris Ellison from the MinRes mess? (AFR’s Chanticleer)

• Chinese EVs leave other carmakers with only bad options (FT)

• AMR Q3 Model Update and Q4 First Look (CoalTrader)

• Joe Aston on Qantas podcast (Apple, Spotify) Not mining related, but we’re digging it

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