• Coal, gas, iron ore audit by a Dutton government, should they be elected, to unleash the mining sector by progressing $119b of stalled projects (Australian)

• BHP copper output jumps as electrification era picks up pace (AFR)

• Northern Star remains tight lipped on its $5bn move for De Grey’s Hemi which has experienced another timeline setback in its bid for federal approvals (BN)

• New Hope’s New Acland coal mine near Toowoomba to expand operations after win against environmental lawfare (Australian)

• Shell and PetroChina’s joint venture, Arrow Energy is preparing to drill hundred of new wells to lift production at its Queensland gas project (Australian)

• $28.5b in mining agreements were signed in Saudi’s fourth Future Minerals Forum (MNN)

• Indonesia is considering potential cuts to nickel ore supplies to help boost prices amid a global glut (FT)

• Teck will earmark up to $3.9b over the next 4 years to increase its copper production to 800kt per annum (Mining.com)

• Iluka sheds roles as rare earths build gets underway and rutile, zircon markets struggle (West)

• Liontown beat expectations in its latest quarterly report, amid a lithium rout (AFR)

• Terramin says it will appeal a court verdict upholding a decision to block Adelaide Hills gold mine (Australian)

• Oil majors brace for falls in LNG revenues as prices stabilise, with profits expected to take a bit as volatility drops (FT)

• Gold prices climbed to their highest level in nearly 11 weeks on Tuesday as the U.S. dollar slumped following President Trump's inauguration (Reuters)

• BHP unlocks more port iron ore tonnes for half-year as doors close to Nickel West operations (West)

• Woodside paused planned projects in low-carbon hydrogen & concentrated solar in the US as it takes a more selective approach to clean energy (AFR)

• Christel Bories will step down as chief executive of French mining group Eramet in May while remaining chairwoman (Reuters)

• Santos defers $3b WA oil project amid focus on shareholder returns (Australian)

• Saudi Arabia’s investment mining fund, Manara Minerals is set to buy a 10-20% stake in copper project Reko Dik for between US$500m and US$1b from the government of Pakistan who has a 25% interest with Barrick 75% (FT)

• Barrick considers sale of its 50% stake in Chilean copper mine, Zaldivar, jointly held with Antofagasta (Bloomberg)

• Glencore is open to M&A and still hopes to explore talks with Rio Tinto (Reuters)

• Mining M&A set to jump as Newmont divestment program overhang clears (MNN)

• Court approval of the scheme for Pilbara’s acquisition of Latin was received, Latin to come off the ASX boards later this month (LRS)

• 29Metals executed full form docs for refinancing of its senior secured debt facility (29M)

• Why merger mania is coming to the fore in the mining industry (West)

• MinRes pursues multi-track sale of Yilgarn iron ore, land and transport assets (West)

• Patriot announced the closing of a C$69m strategic investment, offtake and partnership with Volkswagen and PowerCo. VW now owns 9.9% of PMT, with the miner to supply 100ktpa of SC5.5 over 10-years (PMT)

• We found the advertisement in The West for MinRes’ Yilgarn iron ore project pretty amusing…

• But one potential deal we think the Ozzy Park miner is more likely to want to keep out of the headlines is rumoured discussions they’re having with Ganfeng to roll Bald Hill and other goldfields lithium tenure into the lithium JV they have together…

• Interview with Tim Staermose of African Lions Fund on investing in African stock markets (YouTube) 2024 returns of +27%, not much mining stock talk but great insight into the different countries / markets / risks

• Trump’s re-entry spark concerns over African critical minerals (MNN)

• Mineral wars: why Trump needs Greenland (Livewire)

• Strictly Boardroom going for gold: a corporate ranking of gold mines (MNN)

• Will China’s policymakers grasp the nettle in 2025? (East Asia Forum)

• Investment Bankers and the Capital Cycle (Apple, Spotify)

• Mark McGowan lobbying for Alcoa via Joe Hockey’s Bondi Partners ahead of state election (BN)

• Recharge by BMR Jan 25 (MENA, Battery prices, EVs, Lithium) (Spotify, Apple)

• Trump’s “beautiful” tariffs may have an ugly end (MNN)

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