• Resolute Mining CEO Terry Holohan and two execs released by Mali junta after $250m tax deal buys their freedom (West)

• The new CEO of Tomago Aluminium, the country’s biggest electricity user, said the smelter’s goal of switching to a predominantly clean power later this decade is not achievable (AFR)

• Australia would kill its credibility internationally if it were to embrace domestic nuclear power to please key foreign allies, Malcolm Turnbull has warned (AFR)

• A bid by federal Coalition senators to overturn Tanya Plibersek’s decision to block the development of Regis’ McPhillamys project has fallen flat (BN)

• Separately, Regis has a minor win in the Supreme Court over a dispute about its mining licenses (BN)

• Morningstar says ASX lithium stocks are now just too cheap & has called out MinRes and IGO as ones “materially undervalued” (AFR)

• Gold will rally to $2,900 an ounce by the end of next year, according to UBS (Bloomberg)

• Rio to take full control of the Ranger uranium mine & its rehab activities (West), while separately apologising after its culture review exposed unacceptable behaviour still persisted at the company (West)

• Glencore is moving forward with a new extraction technology at its copper mine in northern Chile (Bloomberg)

• Half of West Australians couldn’t name 3 minerals mined in the state despite the industry pumping $99bn into the national economy (West)

• A decision by Anglo about its QLD-based coal assets is believed imminent, a week on from when final bids were due (Australian) Dataroom suggesting the final three are Yancoal, Stanmore-consortium and Peabody. here’s a pretty funny thread from Koala on how shareholders of each would receive the deal

• Marvel Gold received notification from PMCE that due to recent developments in Mali, it doesn’t intend to proceed with the deal to buy MVL’s Mali gold projects as presently structured (MVL) Negotiations are continuing on a non-exclusive basis to potentially do the deal on revised terms

• Canadian miner Marimaca Copper has tapped legal advisers for its pre-Christmas ASX debut (AFR)

• Canadian miner Marimaca Copper taps advisers for ASX debut (AFR)

• Sayona and Piedmont both received firm commitments to raise $40m each as part of their recently announced merger (SYA, PLL)

• Legacy Iron ore completed its capital raising, taking in a total of $22.5m (LCY)

• Lotus’ SPP raised a total of $2.2m, with the company raising over $130m (LOT)

• Silvercorp announced the offering of US$130m in convertible notes, with pricing yet to be determined (SVM.T)

• Nuclear Fuels announced a C$14m bought deal, with enCore Energy taking ~$2m (NF.C)

All eyes are on one company today, MinRes. Anyone can live stream the AGM, it starts at 9:30am Perth time, here’s the link.

Our prediction: it will probably be a heavily scripted, non-event. But we’ve got popcorn just in case.

But you’re reading this because you wanted some industry intel…. Our Washington correspondent tells us that Resolution Copper, the Arizona JV between BHP and Rio that has been in limbo for decades, will finally march forward under Trump. His prediction was the new Trump administration would approve the mine in its first 120 days of office.

• Recharge by BMR: China EV & Aus spod (Spotify, Apple)

• Make ambiguity great again: Le Shrub on Market Huddle (Spotify, Apple)

• Here’s a theme worth paying attention to ASAP: Chinese provinces (mostly Sichuan) are increasingly auctioning off lithium projects. Here’s one yesterday, 880k LiO₂ @1.5% on initial estimates (SMM) Sichuan is spod rich and now willing to do more mining

• A great Joe Lowry podcast with Pilbara’s Dale Henderson (Apple, Spotify)

• How much copper does the world need? RI Pod with Adam Simon (Spotify, Apple)

• Pierre Lassonde (Trump, Gold, AI & Inflation) (YouTube)

• Why iron ore could fall 25pc next year (and it’s not Trump) (AFR’s Chanticleer)

• Your Junk Is Needed for the New Electric Era (WSJ) A dive into Glencore’s electronic recycling

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