• Jundee miss takes shine off Northern Star’s golden year (West)

• Anglo is facing headwinds in its restructuring as it cuts De Beers’ outlook, struggles at Grosvenor and impairs Woodsmith (Bloomberg) Hobbsy was all over it months ago

• Anglo American is unlikely to restart mining at Queensland’s troubled Grosvenor coking coal mine before selling it (AFR)

• Paladin's arrival in Canada marks the first time since 2022 that a large foreign mining company will list its shares on the TSX (Bloomberg)

• FMG said the cost of mining iron ore in WA could rise by almost 10% in the next year, a sign the industry’s inflation woes are not over (AFR)

• Cash-hungry Canadian miners test a grey area of anti-China M&A rules, waiting to see how the government reacts (Bloomberg)

• Northern Star MD Stuart Tonkin has predicted an end to labour cost pressures in the resources sector (AFR) Either FMG or NST are wrong

• Copper tumbled — falling below the US$9kt threshold for the first time since early April — on a pessimistic global/chinese outlook (Bloomberg)

• Mexico’s mining investments down on stricter regulations (MiningNews)

• Oil prices fell on mixed demand signals a day after large draws on U.S. inventories while consumption in China remains lacklustre (Reuters)

• After repeated denials, Bellevue caught investors off guard by announcing its left-field capital raising (The Australian)

• A coal miner who developed black lung due to his employers' negligence has been awarded a landmark legal victory (West)

• Rio Tinto, BYD and LG Energy show interest in Chile's Altoandinos lithium site (Reuters)

• Dynamic Group Holdings is the subject of a rare on-market takeover from Australian Meat Industry Superannuation (DDB) WTAF, a drill & blast company? Meat super? What alternative universe are we living in?

• PNX Metals dispatched its Scheme booklet to shareholders for its tie up with Kin Mining, Scheme meeting to be held end of August (PNX)

• Bellevue completed its $150m insto placement (BGL) Down big ~25% on the open, trading below $1.40

• Talga is in trading halt pending a capital raise (TLG)

• The second tranche of Black Cat’s $36m placement got approved by shareholders yesterday (BC8)

• Lake Resources dipped their toes into their ATM facility for $2.5m (LKE)

• Mercuria has transferred Jervois’ Finland working cap facility to the majority bondholder of ICO bonds (JRV)

• Min Res’ conference call is at 9:30am Perth time this morning. These never fail to entertain (call link)

• To give a feel for just how long Oyu Tolgoi has been getting into gear, here’s a 12-year-old video, with an obligatory Friedland appearance

• China's run of robust thermal coal imports may ease (Reuters op-ed)

• Macquarie had its worst day in 5 months as dealmaking appeared slow to gather pace while the commodities division uptick (Bloomberg)

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