• Woodside paused US hydrogen and solar projects as it responds to Trump’s energy shift, while in the final stages of shopping around for partners in its yet-to-be-built LNG project just on onshore of Louisiana’s Gulf Country (Australian)

• Regulations & royalties are the key focus for Coal Australia’s boss, with the case for streamlining approvals high on the agenda (MNN)

• Rio Tinto has offered the Mongolian government US$295m to settle a long-running tax dispute over the Oyu Tolgoi copper mine (AFR)

• Greens WA pledged a WA bauxite ban if given a balance of power by local voters (BN)

• The ASX’s two most shorted stocks, Paladin & Boss, clocked up double-digit gains on Wednesday as a new wave of uranium optimism grows (West)

• Rio Tinto is betting Trump will finally give the green light to its giant Resolution copper mine in Arizona after a 12-year permitting battle (FT)

• Trump announces US$500b in private sector investment to build AI infrastructure in the US (CBS)

• BHP’s internal investigation into allegations of corruption involving its QLD coal operations has led to the sacking of dozens of contractors (Australian)

• Alcoa expects higher annual shipments of the metal in 2025 due to rising demand, guiding to ship 2.7Mt (Bloomberg)

• “No royalty relief”: MinRes’ sale of Yilgarn iron ore assets dealt a major below as the government rules out replicating sweetheart deal MINs received (West)

• Trump on Tuesday vowed to hit the EU with tariffs and said his administration was discussing a 10% punitive duty on Chinese imports (Reuters)

• Trump prioritises domestic mining & processing in executive orders (Oregon Group)

• BHP said its in-house labour-hire firms are exempt from Labor’s same job, same pay laws as they’re contracted for supervision & management services (AFR)

• TotalEnergies further delayed its troubled US$20b LNG project in Mozambique as security concerns & political uncertainty dog one of Africa’s biggest energy investments (FT)

• The mammoth $490m compensation payout to GreenX Metals from Poland could be delayed, with the nation applying for a set-aside motion (BN)

• AFIC sticks to focus as investors obsess about how to get ahead of Trump policies (West)

• Capricorn Metals has acquired the Deadman Flat project from Peregrine Gold for $1.5m in CMM scrip upfront and a 1% NSR (CMM) paying a small deal in scrip…? Something tells us management thinks the paper is a bit full…

• Pilbara Minerals’ acquisition of Latin has become effective (LRS)

• Orla Mining shareholders approved the company’s US$850m deal to purchase the Musselwhite mine from Newmont (OLA.TSX)

• Geopacific closed its $40m entitlement offer, with Deutsche Balaton and its associates (including ASX listed Patronus Resources) to emerge with a collective 61.8% stake (GPR)

• Vulcan Energy announced the closing of its SPP, which added $8m to the $164m placement (VUL)

• Perhaps we jumped the gun celebrating the East Wall remediation at Northern Star’s super pit

• We hear that 70mm of rain in 24hrs back in December resulted in a slip at the pit, covering the ramp to access the north and restricting access to just Oroya Brownhill ore sources. To the best of our knowledge, this still isn’t fixed and can be seen from the public look-out

• Adding salt to the wounds, we think the 3.5 magnitude earthquake in Kalgoorlie in early December had an impact at Mount Charlotte UG mine. Word on the decline is the decline got caved in. UG has only just been re-entered but for five weeks, no tonnes were achieved

• Navigating Trump 2.0: Geopolitics, trade and the energy transition (MNN)

• Has China already reached peak oil? (AFR)

• Trump’s first 100 days: five policies shaping markets in 2025 (Livewire)

• Why Mexico’s government is making an EV (FT)

• Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities with Tribeca’s Todd Warren (Livewire)

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