• The Trump administration is poised to insist control of Manono be handed back to AVZ as it advances its critical minerals interests in the DRC (Australian)

• Former WA premier Colin Barnett foreshadowed a federal raid to take over the state’s mining industry & backed construction of a gas pipeline to the East (BN)

• Trump said the US would respond to the EU’s countermeasures against his new 25% tariffs on steel and aluminium (Bloomberg)

• Leonardo DiCaprio calls out expansion of South32’s Worsley mine in WA’s Jarrah Forest (West) da fuq?

• The Supreme Court threw out attempts by Palmer’s Mineralogy to discover more documents ahead of its long-awaited trial next month against CITIC (BN)

• China said it would hold nuclear talks with Iran & Russia just after the Trump administration urged Tehran to return to negotiate a new deal (Bloomberg)

• China issued more licenses allowing copper smelters to export metal tax-free, aiding local producers & paving the way for greater overseas sales (Bloomberg)

• Barrick has been ordered to pay dealmaker Ian Hannam’s firm US$2m plus legal costs after the London High Court found his advisory boutique helped engineer a $6bn merger and failed to be compensated (FT)

• Iron ore futures surrendered early gains to trade lower, as sentiment was spooked by resumed talks of China's plan to trim crude steel output (Reuters)

• US-backed TechMet wants to develop a lithium project in Ukraine, in what could be one of the first projects built under the soon-to-be-completed US-Ukraine minerals deal (FT)

• A senior exec from power giant JERA warned that Australian companies’ preferred supplier status was at risk because of rising costs and regulation (AFR)

• The Independent expert said Northern Star is paying top dollar for De Grey, above their valuation (AFR)

• Jiangxi Copper has lifted its interest in SolGold to 12.19%, as SOLG sold owned shares in itself to the Chinese miner netting it US$18m (SOLG.TSX)

• Boss Energy acquired 23.5m shares at 60c in Laramide, representing 9% of the company. This boosts their interest in the QLD uranium developer to 18.4% (BOE)

• Capricorn scooped up the Kings Find project of Serena Minerals, which sits contiguous to the north of Mt Gibson. They’ll pay $1.5m (mostly in scrip) and a 1% NSR (CMM)

• Kazakh gold miner Solidcore Resources is acquiring the 1.1moz Tokhtar gold project, a bolt-on acquisition 180km southwest by rail of its Varvara hub (CORE)

• Rio Tinto priced its US$9b of fixed and floating rate notes (RIO)

• MAC Copper simplified its capital structure and completed early repayment of its Sprott mezz. facility. New facilities comprise a US$159m term loan, an upsized US$125m revolver and a A$45m environmental bond (MAC)

• Coolabah Metals announced that BHM executed a term sheet to replace the existing A$17m cash backed environmental bond with a surety bond (CBH)

• Global Uranium and Enrichment completed a $10m placement (GUE)

• Today’s Solidcore’s Kazakh gold deal reminds us of another rumour involving a Kazakh miner… We heard that Eurasian Resources Group (ERG) is keen to part ways with their Frontier copper mine in the DRC

• How can the West compete in minerals processing with places like Indo’s Morowali Industrial Park? Let’s start with analysing the inputs (Perplexity)

• An Australian perma bear ends retirement as markets turn upside down (AFR) Fascinating perspective of an alternate world order

• Ten years in and the transformation continues for South32 (MNN)

• Trump’s tariff mayhem creates a lucrative commodity trade (AFR)

• “Up there with Mabo”: Native title claims worth billions expected after landmark High Court win (CB)

• Trump’s metals tariffs will cost American industry dearly (Economist)

• Sticky inflation is a reminder of the market’s stagflation fear (AFR’s Chanticleer)

• The ‘critical minerals’ rush could result in a resource war (FT)

Were you forwarded this email from someone else?

All information in this newsletter is for education and entertainment purposes only and is of general nature only. The Money of Mine team are not financial professionals. Money of Mine are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional, along with considering any relevant Product Disclosure Statement. Money of Mine does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. Money of Mine strives to ensure the accuracy and currency of the information contained in this newsletter but we do not make any representation or warranty that it is accurate, reliable or up to date. Any views expressed by the hosts of Money of Mine are their opinion only and may contain forward looking statements that may not eventuate. Money of Mine will not accept any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of information in this newsletter. Information relating to our Privacy Policy is available online here.