• Serbian protests escalate over proposed lithium mine as environmentalists aim to stop Rio Tinto’s Jadar (FT)

• Liebherr, Fortescue reveal world’s first self-driving electric mining truck (Mining.com)

• Australia’s critical minerals on show in $1 trillion trade talks with South Korea, UAE (West)

• Goldman Sachs exited a long-term bullish position on copper and slashed its price forecast for 2025 by almost $5,000, citing shrinking demand in China (Bloomberg)

• How strongly IGO is looking at M&A will become clearer when the company hosts its strategy day later this month (MiningNews)

• Mystery investor raises questions about Northern Minerals share divestment (AFR)

• Beament says finding “ten-baggers” comes down to one thing - having a pathway to cashflow (MiningNews)

• A report recommending the Environment Minister make a declaration over sections of Lake Torrens in SA has emerged (Australian)

• Lithium price crashes and Aussie miners in damage control (ABC)

• ASX oil stocks edged lower as concerns over China's economic outlook weighed on benchmark prices (CB)

• China’s Northern Rare Earth's September listing prices saw increases, with NdPr jumping 4% (SMM)

• EDF raised its French nuclear production forecast for 2024 but delayed connecting a new atomic plant (Bloomberg)

• Treasury will scrutinise new NTU shareholders after a China-linked fund ordered to offload the majority of its stake sold out to Hong Kong-registered groups with almost no corporate history (AFR)

• Applications are now open for BHP’s Xplor program for 2025 (BHP)

• Iron ore slid below US$100/t as stock sits on Chinese docks (AFR)

• Steel industry decarbonisation in Australia and Asia will take time, say Rio Tinto (Australian)

• Weir Group awarded £53m flowsheet contract for Barrick’s Reko Diq project (Mining.com)

• Alcoa’s mountains of red mud fail to pass stability check (WA Today)

• Every Australian lithium mine is losing money at today’s prices except for Greenbushes, as outlined in a recent Citi note  (AFR)

• Gold miner West African Resources defended its host country amid growing turmoil in Burkina Faso (West)

• Stanmore has paid US$15m upfront to Moranbah SJV (Anglo 50%, Exxaro 50%) for the rights to a designated area of Rangal (SMR) the deal includes another US$20m on first coal and a royalty capped at US$40m

• Lotus secured its first two uranium offtakes for 1.5mlbs and a US$15m unsecured loan facility for Kayelekera restart (LOT)

• The founder of Indonesian gold miner J Resources, is considering selling his 92.5% stake in the Jakarta-listed company (Bloomberg)

• Lithium Australia signed an exclusive battery recycling agreement with BYD with a 3-year term (LIT)

• Black Rock Mining and POSCO agreed to a binding US$40m equity investment, with an initial A$9m issued at a 10% premium (BKT)

• Meeka Metals secured a $73m funding package (incl. equity, gold loan, gold stream) to fully fund their Murchison gold project into production (MEK)

• Green Tech Metals has confirmed the completion of Tranche 1 of the EcoPro investment has settled (GT1)

• Whispers are that another MIN truck tipped over on the service road in the last few days…

• Strictly Boardroom: Lassonde’s 10 rules for gold investments (MiningNews)

• Trader Ferg who notoriously leans into the ‘hated’ commodities, explores the synthetic graphite market in his latest article (Substack)

• China’s new age of swagger and paranoia (Economist)

• Global supply chains can’t skirt China rare earths crackdown (FT)

• Here’s a walk down memory lane - Both Ral Finlayson & Bill Beament representing the JV partners at KCGM (YouTube)

• Pretty handy Aussie takeover defence series for ASX listed co’s by the team at Hopgood Ganim (HG)

• PM’s secret dinner at MinRes HQ (AFR’s Rear Window) Quite the dinner party - Ellison, Albo, Cook, McGowan, Meg O’Neill to name a few

• Fading China optimism hits iron ore prices, but not yet volumes (Reuters op-ed)

• Outback Gold Towns: What future after the rush? Landline (YouTube) Some incredible photos from towns like Big Bell from back in the day

• Lynas boss Amanda Lacaze shares her thoughts on how to do business in Asia (AFR)

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