• Goldman Sachs raised its year-end gold target to $3,100/oz on central-bank buying and inflows into bullion-backed exchange-traded funds (Bloomberg)

• Kumba iron ore said it wants private investors to run a key rail line from its mines to ports as it continues to struggle to move ore (Reuters)

• BHP has questioned the wisdom of large-scale acquisitions in the mining sector less than 9 months after walking away from its $US49bn takeover tilt at rival Anglo (Australian)

• China is reaping the rewards of its massive mining investment in the DRC in the form of surging imports of physical copper, with shipments jumping 71% year on year to 1.48Mt (Reuters)

• MinRes has posted a loss of more than $800m and axed its interim dividend, as tottering commodity prices, torrential weather & uncertainty over its leadership weigh on it (AFR)

• BHP said the outcome of union attempts to regain a foothold in the iron ore industry will have a big bearing on whether it pulls the trigger on a potential multi-billion investment in boosting production (Australian)

• A Pilbara Indigenous corp seeking $500m in compensation over an iron ore project has claimed its members were personally traumatised by battles with miner Fortescue (West)

• Indonesia's parliament passed a bill to revise the country's mining law, aimed at boosting development of domestic mineral processing industries (Reuters)

• BHP said it expects to find other buyers for potash from Jansen in Canada if the U.S. follows through on a threat to hit its neighbour with tariffs (WSJ)

• Gold shipments from Singapore to the US climbed to the highest level in almost 3 years in January, a further sign of the ructions in bullion trading (Bloomberg)

• Citi lowered its 6-12 month copper price forecast and shifted its expected average quarterly price weakness to later in the year, citing impacts (Reuters)

• Anglo has agreed to sell its nickel business to MMG for US$500m in cash. The business comprises 2 producing assets in Barro Alto & Codemin. US$350m will be paid upfront with US$100m in a price-linked earnout and US$50m contingent on FID for the development projects (ALL.L)

• Street Talk reported that Westgold is shopping around the Lakewood mill that it scooped up via Karora, who had in turn bought it for $80m in 2022 (AFR) Westgold responded via an announcement, confirming it’s looking at rationalising non-core assets (WGX) Juniors including Astral, Horizon Minerals, Norton & Black Cat named as potential buuyers

• Robert Friedland’s latest venture, Ivanhoe Atlantic, with an iron ore development asset in Guinea is seeking to raise as much as A$300m from an IPO in Australia (Bloomberg)

• BHP has conducted a US$3b senior unsecured bond offering in the US, paying between 5 - 5.3% over 3 offerings, with tenors of 5, 7 & 10-years (BHP)

• Mayur Resources is in trading halt to raise capital (MRL)

• Premium Resources announced a new strategic investor group along with equity financing of C$36m (PREM.T)

• We think there's more bad news on the way for Strandline. While shareholders probably gave up hope a long time ago, we sense creditors' hopes of a turnaround, recap or sale are over. Another one bites the dust... (or sand in this case)

• Gina Rinehart revealed as owner of $2b US stock portfolio (AFR’s Rear Window)

• China’s BYD holds mining rights in Brazil’s Lithium Valley, documents show (Reuters)

• Can Japan’s carmakers survive China’s EV threat? (Bloomberg videos)

• The $50bn strategic bet that’s set to change BHP forever (Australian)

• The Ukrainian mineral riches in Trump’s sights (FT)

• State of play in the battery universe - Redefining Energy (Spotify, Apple)

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