• Australia’s critical mineral exporters are closer to winning US subsidies following Quad leaders’ talks on the weekend (AFR)

• S32 has emerged as a big winner from the Biden administration’s efforts to crack Chinese mineral dominance, with it miner in line for US$166m (AFR)

• A gas explosion in a coal mine in Iran's South Khorasan Province killed at least 51 people and injured 20 (Reuters)

• Zambian miners & the government met to resolve differences over a proposed change to give the state a bigger share of its mineral resources (Bloomberg)

• Canada opened a new critical minerals hub in Saskatchewan in a push to end China’s dominance (FT)

• The Biden administration has gifted $US166m to ASX-listed manganese play Element 25 to partially fund the development of a Louisiana plant (AFR)

• Constellation Energy & Microsoft signed a deal to help resurrect a unit of the Three Mile Island plant in what would be the first restart of its kind (Reuters)

• AMEC urges mining regulation overhaul with new projects mired in red tape (Australian)

• Gold broke US$2,600 barrier as Fed cut bets prolonged a historic run (Reuters)

• Short-selling pressure on MinRes spiked to fresh record despite recent share price reprieve (West)

• Yukon First Nations appeal BMC’s Kudz Ze Kayah project in court, saying they weren’t consulted on the project (Mining.com)

• Shell says ‘dysfunctional’ rules putting energy transition at risk (AFR)

• 4 Michigan battery projects were awarded US$355m in federal funding, as the US looks to reduce its China reliance (Crains Detroit)

• It’s a nervous wait for MinRes managers as it moves on 140 job cuts (West)

• Norway's Equinor scrapped plans to export so-called blue hydrogen to Germany as it’s too expensive & there’s insufficient demand (Reuters)

• Shares in New Found Gold closed 5% weaker after short-selling analyst Iceberg Research accused the explorer of misleading investors (Mining.com)

• Nuclear fuel prices surge as West rues shortage of conversion facilities (FT)

• Lithium producer Arcadium says it would consider selling Mt Cattlin (AFR)

• Labyrinth Resources has completed the acquisition of the Vivien gold project, while Alex Hewlett & Kelvin Flynn have joined the board (LRL)

• Boab Metals entered an option agreement to acquire the remaining 25% of Sorby Hills from their V partner, for a combined total of $23m over 3 tranches, subject to FID (BML)

• Nickel Industries is acquiring a 51% interest in Siduarsi for 4m NIC shares, in line with his 2021 agreement (NIC)

• Uncle Sam grants $243m to WA manganese developer Element 25 (West)

• Astral Resources is raising capital, on the back of strong share price performance (AAR)

• Vizsla Silver closed a C$65m bought deal financing to advance its Panuco project (VZLA. TO)

• This isn’t actually a deal rumour but more of a brain fart of a potential deal we hadn’t really thought about until recently

• When talking about Astral, it doesn’t take long before you get into a conversation about processing options. The options discussed are usually (a) go-it-alone or (b) feed St Ives but rely on Gold Fields

• With Astral raising money today on the back of a decent run-up, we are wondering if there’s a third option: get hold of Northern Star’s Jubilee processing facility which has been on care and maintenance since September last year

• We suppose it all depends on whether Northern Star is a willing seller?

• Nuclear debate stalls as detail goes missing in action (AFR Analysis)

• Why China’s economy is struggling (Goldman Sachs podcast)

• Indonesia ‘blood nickel’ risks too grave to ignore (Asia Times op-ed)

• Chris Ellison embraces un-bossing at MinRes (AFR’s read window)

• Can America Still Lead the Global Energy Transition? (Foreign Affairs podcast)

• For European carmakers, EVs are a Catch-22 (FT)

• Power bills would rise under Coalition's nuclear plan, says energy think tank (CB)

• New battery designs could lead to gains in power and capacity (Economist)

• Coal To Nuclear and Other Good Stories (Sprott Radio)

• If you’re also a fan of Nassim Taleb, his 2hr podcast chat with Joe Walker released over the weekend is a great listen (YouTube, Spotify)

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