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The Mining Insider

The Mining Insider

Written by: Logan Ore - The Pro Podcasters
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The Mining Insider - Daily Mining News & Industry Insights Welcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry. What You’ll Get in Every Episode: Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs. Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry. Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry. Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource extraction. Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future. Who Should Listen? Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector. Why Subscribe? Stay informed in just 5 minutes – No fluff, just high-impact mining news. Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond. Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data. Timely & actionable insights – Know what’s happening today and how it affects the future of mining. The Mining Insider: Your Competitive Edge in Mining & Resources With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance. Subscribe today on Spotify, Apple Podcasts, Google Podcasts, or your favorite podcast platform, and join the industry professionals, executives, and investors who rely on The Mining Insider for their daily mining news. Follow us for updates: @TheMiningInsiderCopyright 2026 Logan Ore - The Pro Podcasters Politics & Government
Episodes
  • Congo Claws Back the Cobalt, Mojtaba in Hiding, Vedanta's American Copper Play, and South32's Electric Fleet

    Congo Claws Back the Cobalt, Mojtaba in Hiding, Vedanta's American Copper Play, and South32's Electric Fleet
    Jul 5 2026
    The Mining Insider — July 5, 2026 DRC Cobalt — ARECOMS Quota Clawback Confirmed: The DRC government confirmed this week it has withdrawn unused H1 2026 cobalt export quotas. The July 5 ARECOMS deadline was not extended. CMOC, Glencore's Kamoto Copper Company, Eurasian Resources Group, and Huayou Cobalt are among those affected. Up to 20,000 metric tons ($1.1B at $26/lb) have been removed from H1 export allocations. Annual cap of 96,600 tonnes for 2026-2027 remains intact. DRC controls ~70% of global mined cobalt output. Mojtaba Khamenei — Absent from Funeral: Iran's new Supreme Leader has not appeared at any stage of the six-day state funeral in Tehran. Security officials blocked his appearance over Israeli assassination fears. He reportedly wants to attend the July 9 burial in Mashhad. President Pezeshkian confirmed Mojtaba approved the US diplomatic agreement (12-1 Supreme National Security Council vote). Post-funeral appointments will signal foreign policy direction. US-Iran talks remain suspended until after July 9. Brent holding below $71/bbl. Vedanta CopperTech Metals — Konkola Copper Mines: Vedanta Resources launched CopperTech Metals Inc., a US-domiciled company to own and operate Konkola Copper Mines in Zambia — one of the world's highest-grade copper assets, with significant cobalt reserves. Designed to enhance American copper supply security amid Section 232 tariffs and surging data center/grid/defense demand. South32 — Sandvik Largest-Ever BEV Order at Hermosa: South32 selected Sandvik for its largest single battery-electric vehicle order, covering all underground fleet requirements for the Hermosa critical minerals project (zinc, manganese) in Santa Cruz County, Arizona. Deliveries Q4 2026 through 2030. Sources: SMM Metals/Sina Finance, Business Insider Africa/Reuters, Euronews Persia/NYT, Copperbelt Katanga Mining/Sandvik. Host: Logan Ore — The Mining Insider.
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    10 mins
  • Hormuz Frozen for Khamenei's Funeral, Canada Bets on Red Chris Copper, MMG Nickel Deal Stalls in Brussels, and Congo's Cobalt Countdown

    Hormuz Frozen for Khamenei's Funeral, Canada Bets on Red Chris Copper, MMG Nickel Deal Stalls in Brussels, and Congo's Cobalt Countdown
    Jul 4 2026
    The Mining Insider — July 4, 2026 Iran / Hormuz — Funeral Freeze: Six-day funeral for slain Supreme Leader Ayatollah Ali Khamenei began July 4 in Tehran, 15-20 million mourners expected. All US-Iran negotiations suspended until July 9. UK PM Starmer and French President Macron pledged Hormuz protection with Oman; France deployed mine-clearing assets. Iran warned both countries off any military presence. Brent below $71/bbl approaching pre-war levels. Canada-BC Cooperative Prosperity Agreement: PM Carney and BC Premier Eby signed a landmark resource agreement July 2. $500M to expand Red Chris copper mine (Newmont/Newcrest), targeting 15%+ increase in Canada's annual copper output. Accelerated permitting for LNG Canada Phase 2, Ksi Lisims LNG, Cedar LNG, Woodfibre LNG. $3.9B North Coast Transmission Line. Alberta separately announced a proposed $35-44B oil pipeline Bruderheim to BC coast, expected as project of national interest by October 1. MMG-Anglo American Nickel Brazil: MMG and Anglo American extended the acquisition deadline for Anglo's Brazilian nickel business to October 31, 2026. EU Phase 2 antitrust review on hold since November 2025. Includes Barro Alto and Codemin ferronickel facilities. MMG is Minmetals-controlled. DRC Cobalt Customs Deadline: ARECOMS July 5 deadline arrives today. Customs platform frozen since July 1. 60-75% of producers unable to file. Up to 20,000 metric tons ($1.1B) at risk. CMOC awaiting one-month extension response. Glencore (Kamoto) watching. Sources: Reuters, AP, CNBC, Investing.com; Resource Works/Globe Newswire; MLex/Law360; Reuters/Kitco. Host: Logan Ore — The Mining Insider.
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    11 mins
  • BHP Hands San Manuel to Faraday, Pilbara Workers Settle, Congo's Cobalt Customs Freeze, and Gold's Comeback Week

    BHP Hands San Manuel to Faraday, Pilbara Workers Settle, Congo's Cobalt Customs Freeze, and Gold's Comeback Week
    Jul 3 2026
    The Mining Insider — July 3, 2026 Today's episode covers four material developments from July 2–3, 2026. BHP — San Manuel Copper Transfer to Faraday: BHP has finalized its agreement to transfer the historic San Manuel copper property in Arizona to Canada's Faraday Copper Corp. In exchange, BHP receives a 30% equity stake in Faraday — bringing its total holding to approximately 32.5% on a non-diluted basis — plus shareholder and offtake rights. Faraday's market cap stands at approximately C$1.82 billion (US$1.28 billion). The Lundin Group (Nemesia) confirmed BHP as a strategic co-investor. San Manuel was the largest underground copper mine in the US before closing in 1999. BHP says combining it with Faraday's adjacent Copper Creek project could establish a new Arizona copper hub. BHP Pilbara — Labor Deal at South Flank and Mining Area C: Workers voted 58% in favor of a new four-year enterprise agreement covering 1,814 workers. Key terms: 16% wage increase over four years, increased site allowances, and a delayed-flight payment scheme. Unions noted significant minority opposition. Port Hedland — the more critical facility at $120M/day iron ore revenue — remains unsettled, with workers previously voting for protected action. DRC Cobalt — Customs Platform Freeze: Since July 1, major cobalt producers in the DRC have been unable to register export declarations on the customs platform. ARECOMS set a July 5 deadline for first-half quota use; unused quotas will be withdrawn. Up to 20,000 metric tons — worth $1.1 billion — may be forfeited. CMOC is among those most at risk. Cobalt prices have surged 160% since February 2025 to $26/lb. Mining companies have appealed to Congo's prime minister to intervene. Gold — First Weekly Gain in Five: Spot gold rose above $4,170/oz on weak US June jobs data (57,000 jobs added vs ~150,000 expected; April/May revised down 74,000). Fed rate hike bets eased, dollar weakened. Northern Star surged 11.75% on the ASX; Catalyst Metals +19.18%; Genesis Minerals +16.70%. Copper COMEX up 1.73% to ~$6.22/lb. Sources: Reuters (BHP/Faraday, BHP labor, DRC cobalt), Kitco/Reuters (gold), ABC Markets Live (ASX data). Follow us at The Mining Insider. Host: Logan Ore.
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    10 mins
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