• BHP Xplor programme looking for big ideas, not drill data (MiningNews)

• Rio Tinto chief Jakob Stausholm warned the push to reindustrialise the West is yet to take hold & hasn’t seen any increase in output yet since the US’ IRA (West)

• "Most of the world is not moving quick enough to electrify" Rio Tinto chief executive Jakob Stausholm told the LME Week (MiningNews)

• Plibersek’s objections to Regis’ McPhillamys described as “sovereign risk” as section 10 reviews loom over three other projects in Australia (Reuters)

• Investors around the world wrong-footed by China’s stimulus blitz are nursing losses, forcing them to unwind bets against the Asian giant (AFR)

• Kazakhstan is in talks with China about increasing gas exports and is even considering building an additional pipeline to boost flows (Bloomberg)

• Gold prices hovered below the record peak after the U.S. Fed Chair tempered expectations for more hefty interest rate cuts (Reuters)

• China stimulus could spark more rises for rebounding resources stocks (Australian)

• The push to re-industrialise Western economies and the transition to net zero will provide strong tailwinds for the mining sector for decades to come, both Rio Tinto & BHP reiterated (Australian)

• BHP, Fortescue and Rio Tinto reverse Monday's gains (CB)

• Jade Gas is trying its luck with coal seam gas in the ex-communist Mongolia (AFR)

• Wyloo will sell its low-carbon nickel on Metalshub platform (Reuters)

• Eurozone inflation dropped to 1.8% last month, dipping below the European Central Bank’s target for the first time in three years (FT)

• Albermarle has put its worker’s village in Australind up for sale post-decision for the Kemerton expansion withdrawal (West)

• A ‘unicorn’ three-way merger between Canadian Eros Resources, MAS Gold and Rockridge Resources has emerged (Reuters)

• Nickel Industries syndicated their US$250m term loan to a mix of banks across the globe (NIC)

• Velocity Minerals is selling all of its Bulgarian assets for US$59 million cash to Turkish miner, Türkerler (VLC.V)

• Australia's Rio Tinto has signed an agreement with UK refinery developer Green Lithium to develop a lithium supply chain (Reuters)

• Andean Silver has paid its final deferred payment for the acquisition of Cerro Bayo silver-gold project in Chile (ASL)

• Brightstar has completed the acquisition of Montague East from Gateway for $14 million in cash and shares (BTR, GML)

• Bowen Coking Coal has requested an extension to its voluntary suspension on ASX as it works to complete its equity raising (BCB)

• BPM Minerals has raised $2 million to fund a 2,500m RC program at Louie Prospect near Mount Gibson gold project (BPM)

• Panterra Minerals is raising $2 million via an entitlement offer (PFE)

• Does anyone else have a hunch that Creasy’s plan for Calidus is involves combining them with his assets into his majority-owned listed CZR Resources?

• Remember CZR is a Pilbara iron-ore and gold company which is selling its iron ore project (if FIRB ever lets them)

• That would leave it the ideal vehicle to see Calidus’ Warawoona project come back to market. Are we on to something here?

• Ray Dalio has written about the Chinese policy actions: A Beautiful Deleveraging with Chinese Characteristics? (Linkedin)

• China stimulus - a bazooka or just another sugar hit? (Livewire)

• A blast from the past: Who remembers BHP & Rio agreeing to merge their WA Iron Ore ops, with “>US$10b in synergies”, in June 2009? This was confirmed in a binding agreement in December 2009, before being axed in late 2010

• Strictly Boardroom talks about the next-generation of mining education (MiningNews)

• How the US Lost the Solar Power Race to China (Bloomberg)

• For those who tuned into yesterday’s podcast, re: BHP’s Magma Copper deal, see this Sept 1998 Trevor Sykes article

• Jigar Shah on the Nuclear Power Revival in the US (Odd Lots) A worthwhile listen for the U-fans out there

• How China’s Copper King Dug Himself Into a US$1.6bn Hole (Bloomberg)

• Military Veterans Help Plug Worker Shortages at EV, Battery Plants Sprouting Up in the US (Bloomberg)

• Arcadium’s CEO sees China remaining dominant in the lithium supply chain (S&P)

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