Podcasts about Bhp

Interview with  Sam Lee, CEO of Northisle Copper & GoldOur previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-district-scale-is-the-prize-8032Recording date: 6th October 2025Northisle Copper & Gold is advancing one of British Columbia's most significant undeveloped copper-gold assets at a pivotal moment when political alignment, commodity fundamentals, and strategic capital partnerships have converged to enable accelerated development. The company controls a major porphyry project hosting over 7 million ounces of gold and 3.5 billion pounds of copper on Vancouver Island.Since CEO Sam Lee joined in October 2020, the company has systematically addressed the critical questions defining success in large-scale porphyry development. Exploration success at Northwest Expo and West Goodspeed delivered higher-grade zones that dramatically reduced capital intensity while improving project economics, culminating in what Lee characterizes as "one of the strongest PEAs I've seen in the market in the last decade."The company's recent $40 million financing marked a transformational milestone, bringing Wheaton Precious Metals as cornerstone investor alongside nine institutions. This partnership establishes a pathway to exceptionally low-cost capital, with streaming arrangements expected to provide financing at 0-4% cost when finalized. Combined with potential Asian strategic partnerships offering 2% export credit financing, Northisle expects blended capital costs of 2-3% for project development.A distinctive feature of Northisle's project is its substantial gold component, which serves as a financial bridge to larger copper production. "We have a very high margin gold project upfront in phase one that allows us to bridge into a big capital intensive copper project," Lee explained. This structure provides execution advantages over copper-only projects while reducing financing risk.The company has assembled a world-class technical team including Kevin O'Kane as Chief Operating Officer, bringing 37 years of BHP experience, and Dr. Pablo Mejia as VP Exploration from Ero Copper. Lee emphasizes unprecedented political alignment across First Nations, provincial, and federal governments as creating an optimal window for accelerated permitting. "In my 30 years of being in the mining industry, I've never seen such political alignment for natural resource development projects like ours," he stated.With favorable copper market dynamics including negative treatment charges and institutional backing secured, Northisle is positioned to advance rapidly toward production while maintaining district-scale expansion potential across a 30-year mining horizon.Learn more: https://www.cruxinvestor.com/companies/northisle-copper-goldSign up for Crux Investor: https://cruxinvestor.com

工党在 5 月大选前承诺，到 2029 年建成 120 万套住房，但业内专家普遍质疑目标可行性；与此同时，有消息称中国暂停进口必和必拓（BHP）的铁矿石，被认为是其在价格谈判中的“策略性博弈”（收听播客，了解详情）。

Một động thái bất ngờ từ Trung Quốc đang khiến thị trường quặng sắt lung lay: Bắc Kinh được cho là đã yêu cầu dừng mua hàng từ BHP – tập đoàn khai khoáng lớn nhất của Úc. Thủ tướng Anthony Albanese bày tỏ lo ngại và hy vọng đây chỉ là chiến thuật thương lượng tạm thời, nhưng giới phân tích cho rằng tác động có thể lan rộng nếu việc này kéo dài.

The Australian sharemarket has fallen flat, as investors react to the US government shutdown and reports of China temporarily banning purchases of BHP's iron ore. For more, Stephanie Youssef spoke with Niv Dagan from Peak Asset Management. Plus, Australian house prices continue to rise, as the Albanese Government's Home Guarantee scheme is expanded to all first home buyers. For more, Stephanie Youssef spoke with Tim Lawless, Asia-Pacific research director at Cotality.

Coverage that provides news and analysis of national issues significant to regional Australians.

Beijing may be making an example of mining giant BHP in a bid to get better prices for iron ore, but our expert says China’s reported ban could be short-lived. You can read more about this episode, plus see photos, videos and additional reporting, on the website or on The Australian’s app. This episode of The Front is presented and produced by Kristen Amiet and edited by Lia Tsamoglou. Our regular host is Claire Harvey and original music is composed by Jasper Leak.See omnystudio.com/listener for privacy information.

The Australian sharemarket has fallen flat, as investors react to the US government shutdown and reports of China temporarily banning purchases of BHP's iron ore. For more, Stephanie Youssef spoke with Niv Dagan from Peak Asset Management. Plus, Australian house prices continue to rise, as the Albanese Government's Home Guarantee scheme is expanded to all first home buyers. For more, Stephanie Youssef spoke with Tim Lawless, Asia-Pacific research director at Cotality.

The US government shuts down after a political deadlock, reports that BHP iron ore shipments to China have been banned cause confusion. Plus, the average price for a home in every capital city except for Hobart and Canberra is now at a record high.See omnystudio.com/listener for privacy information.

The standoff between China and BHP over iron ore is an extreme reminder of how reliant we are on our relationship with China, our biggest trading partner.Sean Aylmer speaks to Jun Bei Liu, co-founder and lead portfolio manager at investment firm Ten Cap, about BHP and other Australian stocks that have exposure to China.This is general information only. Seek advice before making investment decisions.Fear & Greed Q+A: Join Sean Aylmer & Michael Thompson and the team as they answer questions on business, investing, economics, politics and more. If you have your own question, get in touch via our website, LinkedIn, Instagram or Facebook.Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Thursday 2 October 2025 China puts a temporary ban on BHP’s iron ore exports, triggering fears of shortfalls for the Big Australian’s earnings and the federal budget. Australia’s biggest car dealership pushes into Canada. Analysts tip rising house prices in coming months. The battle over Seven West and Southern Cross Media starts getting dirty. President Donald Trump and Defence Secretary Pete Hegseth lecture the US’s top military brass on grooming and physical fitness. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, four ways to start investing immediately. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The ASX 200 slid a mere 3 points to 8846 as the US government shutdown weighed on sentiment. BHP under pressure from the off on news of a halt to iron ore sales in China, falling 2.5% with RIO up 0.5% and FMG doing well, up 1.4%. Lithium stocks under pressure on CATL news of a reopening, MIN fell 3.8%, LTR off 10.7% and PLS falling 6.4%. Copper stocks mixed, SFR up 1.6% and gold miners mostly firm, new record highs for bullion. NST up 0.8%, GMD up 0.7% and WGX rising 10.7% on its 3-year plan. Uranium eased and oil and gas mixed, STO up 0.5%. Banks eased back slightly, CBA up 0.1% with the Big Bank Basket down to $283.09 (-0.1%). Financials found some friends, SOL up 5.4% and MPL rising 0.6%. Healthcare better, CSL up 0.3% and RMD rising 0.8%. Industrials mixed, BXB up 1.3% with TLS rebounding 0.6%. Retail stocks eased a little, tech mixed, WTC up 0.6% and XRO up 0.6%. In corporate news, BVS soared 18.2% on guidance improving. APE in a trading halt pending a capital raise and a Canadian acquisition. ASB jumped 5.8% on a US Naval agreement.On the economic front, nothing locally. Asian markets muted as China National Day takes precedence. Japan down 1%.10-year yields drifted higher to 4.35%. US Futures down 0.5% on shutdown.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Negotiations between BHP and Chinese importers have broken down, with the Asian nation cutting off supply from The Big Australian. MARKET WRAP: ASX200: down 0.16% to 8,848 GOLD: $3,805/oz BITCOIN: $171,533 CURRENCY UPDATE: AUD/USD: 66.1 US cents AUD/GBP: 49.2 British pence AUD/EUR: 56 Euro cents AUD/JPY: 98 Yen AUD/NZD: 1.14 NZ dollars See omnystudio.com/listener for privacy information.

The ASX 200 gave up early gains to close down 14 points at 8849 (0.2%). Banks eased back with CBA down % and ANZ falling % as the Big Bank Basket dropped to $283.23 (-0.6%). Insurers gave back yesterday's gains. QBE down 0.7% and SUN off 0.8%. Other financials also eased slightly. REITS rose, GMG though fell 0.8%. In the industrials, TLS dropped another 1.4% and tech was mixed, WTC down another 3.0%. XRO finally finding some friends. Up 0.1%. Healthcare mixed as CSL flat after CFO retired. In resources, copper and gold continue to dominate, BHP and RIO had good days up 1.5% and 0.6% respectively. Gold once again shone bright, NST up 1.2% and EVN rising %. NEM is in for a C-Suite change and fell 2.3%. Base metal and copper stocks doing well again. Oil and gas falling hard on crude prices, WDS down 1.7% and STO off 2.5%. Nothing much happening in uranium stocks. In corporate news, SWM and SXL are set to merge. RBD up 59.3% on a takeover approach. And SGR rose 1.1% after it finalised a deal with its lenders.On the economic front, the RBA left rates unchanged. Bullock said ‘we're close' to getting economy back in balance. But we need to be cautious about inflation. Chinese PMI came in below forecasts. Asian markets mixed, China up 0.3%, HK up 0.3% - Japan down 0.2% on PM uncertainty.10-year yields steady at 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the US faces a federal government shutdown as markets start to realise Trump has no problem being reckless and has no problem hurting his 'friends'..But first, there was another Pulse dairy auction overnight. And that brought marginally weaker prices for both SMP and WMP, down a bit less than -0.5% in USD terms. In fact these prices are now at their lowest level of 2025. But because the NZD is falling, the prices achieved actually rose about the same amount in local currency.In the US, the number of job openings in August were virtually unchanged from July at 7.2 mln as was expected.But the Chicago PMI fell again in September, well below market expectations that it would improve. And the dip was sharp, the most in three months.Also weaker was the Dallas Fed services sector with their retail sector retreating rather fast in an unusual move lower.Adding to the downbeat sentiment was the September report from the Conference Board showing consumers are glummer than at any time since the start of the year. A common theme in the survey responses is the impact of rising inflation.And the downbeat sentiment may well get worse, and quickly. The White House seems to relish a full government shutdown to start their fiscal year tomorrow with mass firings rather than furloughs. And Trump says some American cities he considers dangerous should become training grounds for American troops, proposing 'his' troops be used to fight other Americans in their home cities. It is getting toxic very fast there.For their economy, there is a real possibility now that this weekend's non-farm payrolls release will be cancelled because the department releasing it will be closed. If that turns out to be the case, it could mask some quite weak results. Analysts now expect less than a +50,000 gain.Financial markets are downplaying the risks of all this, mainly because there have been many 'shutdown' crises over the decades. But at least the earlier ones involved parties prepared to reach a deal. Maybe not this time.Across the Pacific in China, their official factory PMI contracted again. But even though it is the sixth straight monthly contraction, the pace of decline was the least in that time. (Their factory PMI rose in February and March, but only by marginal levels.) Their official services PMI for September is no longer expanding. These official PMIs have been more conservative than the private surveys (RatingDog, ex Caixin) probably because they have a heavier weighting to Chinese SOEs. The private ones are more attuned to private and foreign enterprises, surveyed by S&P Global, and they report a faster expanding factory sector, and solidly expanding services sector.Meanwhile, China has frozen imports of BHP iron ore in a pricing dispute. BHP is their third largest supplier after Rio Tinto and Brazil's Vale.Taiwanese consumer sentiment rose in September, but to be fair the bar is low because it has been stunted since May.In Europe, Germany said their CPI inflation edged up to 2.4% in September, marginally above the August level. But ist was a rise that was slightly more than expected.In Australia, there were no surprises from their central bank which held its cash rate target at 3.6%. But even though this hold was all priced in, there was some surprising reaction in financial markets. Somehow the decision was regarded as 'hawkish' and the AUD rose and benchmark bond interest rates fell on the news. The strong currency remained although the bond move was later reversed. Air cargo volumes in August grew +4.1% globally, driven by a near +10% rise from a year ago in the Asia/Pacific region. But notably, North American air cargo volumes fell -2.1% on the same basis in August, the weakest global region. And the pattern was similar for passenger travel. Asia/Pacific and Latin America brought strong growth, underpinning a +4.6% expansion, but North America lagged here too, only up +0.5% from a year ago.The UST 10yr yield is still at 4.14%, unchanged from yesterday.The price of gold will start today at US$3846/oz, up +US$16 from yesterday and a new all-time high. Silver is -50 USc softer however.American oil prices are down another -50 USc at just over US$62.50/bbl, with the international Brent price now just under US$66.50/bbl and down more than -US$1.The Kiwi dollar is at just on 58 USc and up +20 bps from yesterday. Against the Aussie however we are down -30 bps at 87.6 AUc and a new three year low. Against the euro we are little-changed at 49.4 euro cents. That all means our TWI-5 starts today at just on 65.1, and unchanged.The bitcoin price starts today at US$112,876 and down -0.8% from yesterday. Volatility over the past 24 hours has been low at just on +/- 0.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

The ASX200 closed modestly higher on Friday, up about 0.08% and breaking a three‑week losing streak, while September remains down roughly 2%. Stronger‑than‑expected August inflation trimmed market expectations for a November RBA rate cut to about 50%. US President Trump’s 100% tariff on pharma imports dragged healthcare stocks such as CSL, Pro Medicus and Mesoblast lower, whereas miners (+0.7%) and financials (+0.5%) buoyed the index, led by BHP’s 1.3% gain. Looking ahead, investors will watch the RBA’s October decision, US inflation figures and upcoming US jobs data, plus the rollout of pharma tariffs on October 1. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX200 ended Thursday more or less flat after a choppy session, with mining and energy stocks leading gains on stronger oil and copper prices. Woodside and Santos rose with crude oil at seven-week highs, while copper miners like Sandfire and BHP climbed after supply disruptions in Indonesia. Billions in dividends were paid out by BHP, Rio Tinto, Telstra and others, and Premier Investments delivered a mixed result as Peter Alexander sales grew but Smiggle weakened. Rate cut expectations remain uncertain after hotter August inflation kept investors cautious. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX 200 shrugged off a negative lead and rose 9 points to 8774 (0.1%) as resources kept the dream alive. Copper stocks were the go. BHP and RIO leading the charge, 3.6% higher as Grasberg issues pushed the focus onto supply issues. S32 also ran 2.7% and SFR was a standout up 7.6%. MIN rallied % as lithium stocks found a little love. FMG unchanged. No copper. Gold miners were sold down in some profit taking, GMD off 2.3% and WGX falling 5.4%. EVN unchanged on its copper exposure. Oil and gas better as crude pushed higher on geopolitical issues, WDS up 2.5% and STO rising 2.1%. Uranium stocks took a breath.Banks were solid with the Big Bank Basket rising to $277.65 (). MQG got a $321m agreed to reimburse customers involved in its Shield Master Trust problems, insurers lid, QBE down 1.2% and SUN off 3.0%. NWL continued to struggle on the Sentier issue. Industrials were easier, BXB fell 1.2%, QAN dropped 0.8% and WOW and COL both fell close to 0.8%. REITs under pressure, GMG down 1.1% as rates rose slightly following the CPI yesterday. Tech mixed, WTC up 0.2% and healthcare sliding, RMD down 2.6% and RHC off 1.8%.In corporate news, NEC announced its chair will retire after AGM. PMV reported slightly better than expected results, but Smiggle has some issues. WDS signed a deal with the Japanese for liquid hydrogen deliveries.Nothing on the economic front. Asian markets slightly firmer, China up 0.7%. Japan up 0.2%, HK unchanged.10-year yields pushed up to 4.33%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX200 suffered its worst day in three weeks, falling 1% as August inflation came in hotter than expected at 3% annually. Higher electricity bills drove the headline figure, though underlying inflation eased to 2.6%. Banks led declines with Westpac down 3.5% amid job cuts news, while DroneShield continued its stellar run. Energy stocks bucked the trend on stronger oil prices. Tomorrow brings massive dividend payments from BHP, Rio Tinto and Telstra. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

This week: With the global race to secure sustainable critical mineral supply chains intensifying, financing remains one of the sector's toughest hurdles. ING's Tim van Pelt talks with Innovation Forum's Ian Welsh to unpack where the gaps lie in funding critical mineral projects and how companies can navigate the challenges to unlock capital.   Plus: Innovation Forum's Emilia Colman highlights key emerging themes ahead of the Critical Minerals Innovation Forum in London this November from supply chain transparency and ESG pressures to shifting corporate strategies as demand accelerates.   Host: Ian Welsh   Click here for the recording of the recent streamlining standards webinar with ICMM and ZF Group, organised in the lead up to the Critical Minerals Innovation Forum on 5th-6th November. Join Anglo American, ICMM, Glencore, BHP, Vale Base Metals, Airbus, BASF, LG Energy Solutions, Ørsted, Standard Chartered Bank, and many more. Click here for more information on how to register, or contact emilia.colman@innovationforum.co.uk.

In this KE Report company update, CEO Alain Lambert of Prismo Metals (CSE:PRIZ - OTCQB:PMOMF - FSE:7KU) provides details on the latest discovery at the Silver King Project in Arizona. The company has identified porphyry-style copper mineralization, adding a new dimension to its exploration plans.   Highlights from the discussion include: New Porphyry Discovery: Surface work has outlined porphyry-style mineralization, comparable to the nearby historic Magma Mine and world-class Resolution Copper deposit. Target Pipeline: Three distinct targets at Silver King: Around the historic Silver King Mine (first drill priority). Newly identified mineralized silver veins. Porphyry-style copper mineralization (requires additional permits, expected in Phase 2). Location Advantage: Silver King sits just 3 km from Resolution Copper, the world's largest undeveloped copper deposit (JV between Rio Tinto & BHP). Permitting & Timeline: Phase 1 drilling permits expected in the coming weeks; drilling anticipated before year-end. Phase 2 permits to follow for the porphyry target. Next Catalysts: Results pending on 29 surface samples (expected late September) and an additional 15 samples. Plans underway to dewater the historic Silver King Mine for future exploration. Click here to visit the Prismo Metals website    For more market commentary & interview summaries, subscribe to our Substacks: - The KE Report: https://kereport.substack.com/ - Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The ASX 200 rose 37 points to 8811 (0.4%) as gold miners and iron ore players rallied hard. BHP up 1.0%, FMG flying up 3.2% with gold miners impressive. NEM up 4.7% and NST rallying hard up 8.2% with EVN up 6.3%. Stand outs GMD up 13.9%. Uranium stocks also firmed, NXG up 5.7% and PDN rising 4.7%. Lithium stocks a little depressed. Oil and gas mixed, VEA fell 8.1% on management changes, STO up 0.4% on a broker upgrade. Industrials were on the sidelines mainly, WES fell 0.2%, ALL up 0.2% and retail eased. TPW down 4.3% and NCK off 2.3%. Tech slightly firmer, WTC up 0.5% and MP1 up 3.4% on a broker upgrade. Banks eased with CBA down 0.4% and NAB off 0.3% with the Big Bank Basket down to $280.80 (%). Wealth managers also saw some selling again. REITs eased. Utilities perked up with ORG up % and APA rising %.In corporate news, SPL roared 73.1% ahead on a licencing deal with Roche. PYC rehired its MD and rose 16.2%, REH jumped 14.2% on news of a $250m buyback. On the economic front, RBA governor was giving testimony to a Standing committee in Canberra. Asian markets mixed again, HK down 1.3%, Japan up 1.1% and China down 0.1%. 10-year yields rose to 4.27%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Kia ora,Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news we are likely to get a lesson this week reconfirming that equity markets all look for short-term profit hits and are now setting prices on these short-term factors. But bond markets are much more focused on risks 10-30 years ahead and their signals are diverging markedly.This coming week however will largely feature reactions to last week's big events - the US Fed positioning and rate cut, and the awful NZ Q2-2025 GDP data.Here we will be watching for more fallout from that, after the NZD got marked down sharply. Will markets assess that the June result will be repeated in Q3? After all we are now only nine days from the end of Q3 and the appearance of 'better data' has been sparse and perhaps only in the last week or so. And on Thursday we will get an update of household net worth, but it will be year-old data. Much more current will be Thursday's results announcement from Fonterra.In Australia, they will also release household net worth data, on Friday, but for March this year. They will get PMI updates as well.Globally, the focus will briefly turn to New York for what is expected to be a turbulent moment for the UN with the US already barring some leaders from attending. New York time as the home of the General Assembly may be coming to an end.But economically, there will be many PMI updates out this week. The US will release its PCE data and another Q2-GDP update. And Fed speakers will all be out giving context to last week's rate cut decision. Switzerland and Sweden will be among those reviewing their policy interest rates. And later today, China will review its Loan Prime rates, although no change is expected.China released its August year-to-date foreign direct investment data over the weekend. They said they only attracted ¥507 bln in net foreign investment in those eight months. They said they attracted ¥467 bln in the seven months to July. So that means they gained a net +¥39 bln in August alone and that is a very low +US$5.5 bln and that is only one third of the August 2024 gain. Basically foreign direct investment into China from all sources is close to dead in the water.This doesn't mean that China's economic expansion won't be good in 2025 (over +5%). But it does point out how the two big powers are isolating themselves, with cross-border investment and economic connections all retreating.A recent example is that China's new iron ore buying monopoly has moved to shut out a key Australian blend from BHP. They have other options and are using their heft to try and bring BHP and Australia into line.Separately, Japan's inflation eased to 2.7% in August from 3.1% in July, the level since October 2024. There was a notable slowing in the rise in rice prices, enabling food price inflation to ease to 'only' 7.2% in August from a year ago. Overall prices were up +0.8% in the month with food prices up just +0.3% for the month.Japan's central bank announced the results of its policy rate review late on Friday and as expected left it unchanged at 0.5% at Friday's. This came amid the political uncertainty around the resignation of Prime Minister Ishiba. They also said that it will sell its holdings of exchange-traded funds and Japan real estate investment trusts (J-REITs) to the market. Here is their decision.Germany said its producer prices fell an outsized -2.2% in August from a year ago, a deflation sign they will not welcome and extends their deflationary pressure that started in July 2023. But most of that is coming from the lower cost of imported energy with local producer prices basically unchanged.Canada said its August retail sales rose +1%, more than offsetting its July dip. But it isn't clear how much of that is inflation related. But financial markets reacted positively, seeing consumer 'resilience' in the data. (One more -25 bps rate cut is expected in Canada before the end of the year.)The UST 10yr yield is now at 4.14%, up +1 bp from Saturday to be up +7 bps from a week ago. The price of gold will start today at US$3684/oz, up +US$3 from Saturday. That is up +US$36 from a week ago. Silver had another spurt over the weekend, now up over US$43/oz, a weekly gain of +US$1.American oil prices are little-changed at just over US$62.50/bbl and back to where they were a week ago, with the international Brent price still just over US$66.50/bbl.The Kiwi dollar is at just under 58.6 USc and unchanged from Saturday although down a full -1c from a week ago. Against the Aussie we are just under 88.9 AUc. Against the euro we are still at 49.9 euro cents. That all means our TWI-5 starts today at just over 65.8, unchanged from Saturday but down -100 bps for the week.The bitcoin price starts today at US$115,509 and very little-changed from this time Saturday. Volatility over the past 24 hours has been very low at just under +/- 0.3%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Claire Parkinson is the daughter of a long-distance lorry driver and her first job was cleaning the urinals at her local Suffolk factory. A stint as a prison officer set her up with stability and responsibility, then she was assigned to protect a notorious murderer. Content warning: this episode contains strong language.As a child, Claire was the apple of her father's eye and when she got pregnant unexpectedly while a teenager, he could not speak to her at all and the two fell out.Claire became homeless for a time, then tried to adjust to life with her new baby boy.Eventually she got a job as a prison officer at Highpoint Prison, where she was assigned to look after the child murderer, Myra Hindley.Prison taught Claire many lessons, ones she was forced to lean on in a move halfway around the world, and a new career in mining in Australia, bringing her back to her dad. This episode of Conversations was produced by Alice Moldovan. The Executive Producer is Nicola Harrison. This episode of Conversations touches on bhp job cuts queensland coal mining, virgin australia breastfeeding, childcare, crime, counter terrorism, George Michael, LinkedIn, positivity, growth mindset, family dynamics, origin story, hard work, jail, prison officer, corrective services, corrections, mortgage interest rates, and being a single mum.To binge even more great episodes of the Conversations podcast with Richard Fidler and Sarah Kanowski go the ABC listen app (Australia) or wherever you get your podcasts. There you'll find hundreds of the best thought-provoking interviews with authors, writers, artists, politicians, psychologists, musicians, and celebrities.

EU-Kommission will Druck auf Israel erhöhen / Albanese verlässt Papua-Neuguinea ohne Verteidigungsabkommen / Andrew Hastie droht mit Rücktritt / Oppositionsführerin Ley will Sozialleistungen kürzen / Australische Regierung verteidigt Journalisten nach Trump Vorfall / Planungsbehörde in Tasmanien lehnt AFL-Stadion ab / BHP streicht 750 Stellen in Kohleminen in Queensland / Mutmaßlicher Täter im Kirk-Mordfall angeklagt / Syriens Außenminister stellt Sieben-Punkte-Plan vor / Lange verschollenes klassisches Konzert wiederaufgetaucht

โฆษกฝ่ายค้าน ขู่ที่ลาออก หากมติยังยึดนโยบายปล่อยก๊าซเรือนกระจกสุทธิเป็นศูนย์ รัฐบาลกลางออสฯกป้องนักข่าวชาวออสเตรเลียหลังถูก ทรัมป์ โจมตี บริษัทเหมืองแร่ BHP เตรียมปลดพนักงาน 750 คนจากเหมืองถ่านหินในรัฐควีนส์แลนด์

BHP is cutting jobs, but is this more to do with Queensland royalty settings, or the price of the commodity falling MARKET WRAP: ASX200: down 0.67% to 8,818 GOLD: $3,664/oz BITCOIN: $174,782 CURRENCY UPDATE: AUD/USD: 66.7 US cents AUD/GBP: 48.9 British pence AUD/EUR: 56 Euro cents AUD/JPY: 97 Yen AUD/NZD: 1.11 NZ dollars See omnystudio.com/listener for privacy information.

Mining giant BHP announced yesterday that it will sack 750 workers in Queensland and suspend low-margin operations. BHP Mitsubishi Alliance Asset President Adam Lancey joined Peter Fegan on 4BC Breakfast to explain exactly why the company has had to make this decision.See omnystudio.com/listener for privacy information.

BHP slashes 750 jobs in a Queensland coal mine blaming royalties, banks slam the RBA's plan to scrap credit card charges. Plus, the Fed will make its cash rate decision tonight.See omnystudio.com/listener for privacy information.

Thursday 18 September 2025 It’s been a frantic 24 hours in politics, with Prime Minister Anthony Albanese signing an alliance with Papua New Guinea, Opposition Leader Sussan Ley giving a major economic speech, and Donald Trump berating an Australia journalist, threatening to talk to Albanese about him. And more, including: The Abu Dhabi National Oil Company pulls its $36b bid for Santos The Reserve Bank almost declares victory over inflation. BHP cuts coal mining jobs in Queensland. Dire consequences in Europe from climate change. Pets start boarding Virgin flights. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, four pieces of bad financial advice you should definitely ignore. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The ASX 200 fell 59 points (-0.7%) in quiet pre-Fed trade. Banks eased back with NAB and WBC giving up recent gains with the Big Bank Basket down to $283.10 (-0.4%). Wealth managers also slid, MQG down 1.1% and HUB off 1.3% with SOLDA rising for a second day. Insurers also under pressure, QBE down 0.6% and SUN off 1.5%. REITs fell too led by SCG down 2.2% and GMG off 0.9%. Industrials mixed, WES fell 1.9% and LNW dropping 2.4% as FLT fell 2.7% and CTD announced further delays in the accounts. SUL rallied back 2.7% after the CEO/HR news yesterday. Tech slightly better, WTC up 1.5%. Resources eased back, the big three iron ore miners lost ground, BHP off 1.1% and FMG down 1.3%. Gold miners saw profit taking, NST down 2.1% and NEM off 1.1% with lithium stocks mixed, MIN off 1.7% and PLS up 4.2%. Uranium stocks also under pressure following gains yesterday. PDN fell only 1.5% on its $300m capital raise. WHC gained 5.2% and YAL up 2.4% with WDS also better.In corporate news, DRO announced it has won two fresh contracts with the US Defence Department. PYC fell 30.0% as the MD stepped down and BHP announced it was cutting 750 jobs in QLD on the coal outlook. In economic news, consumer sentiment data released by UBS here today indicated that spending intentions over the next 12 months had surged to the highest level since 2019.  UK CPI jumps to 3.8% as forecast.Asian markets better, Japan down 0.3%, China up 0.5% and HK up 1.6%10-year yields steady at 4.21%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Senator Susan McDonald joined Gary Hardgrave to talk about the Queensland government's new coal royalty tax and its impact on the mining sector. Senator McDonald argued that the tax has made Queensland uncompetitive and is directly responsible for companies, like BHP, closing down mines and costing the state 750 jobs. See omnystudio.com/listener for privacy information.

Have you ever cared so deeply for everyone else that you forgot to care for yourself? In this episode of It's a Mindset, I sit down with Dr. Siew-Fang Law and Hannes van Rensburg, co-founders of Bento Box of Care, to explore what happens when giving and caring come at the expense of our own wellbeing. Siew-Fang brings over 25 years of experience in leadership, psychology, and coaching, helping leaders heal from burnout, trauma, and compassion fatigue. Hannes has nearly four decades of experience in safety, environment, and risk management, and together they've created Bento Box of Care to support people and organisations in building a true culture of care. For me, this conversation was such a reminder that women especially are often conditioned to keep pouring into others, until we're running on empty. It also opened my eyes to how much our bodies try to tell us about stress, burnout, and compassion fatigue, if only we stop long enough to listen. Key Episode Takeaways What compassion fatigue really looks like — and why it's more common than we think. How women are conditioned to care for others, often at the expense of themselves. The impact of unacknowledged “small traumas” and the lack of mental health support in many workplaces. Why listening to your body's symptoms matters when it comes to stress, burnout, and care. About the Guests Dr Siew-Fang Law is the CEO and co-founder of Bento Box of Care. She builds leadership models drawing on her professional training in social psychology and peace psychology, and over 25 years of leadership and governance experience in higher education and nonprofit sectors. She provides coaching, therapy and organisational training to help leaders heal from compassion fatigue, burnout and trauma as well as build a culture of care for the organisation. Her coaching approaches include Root-Cause Therapy, Trauma-Informed Coaching-Therapy, Mediation, Conflict Resolution, Diversity and Inclusion. Hannes van Rensburg has 37 years of experience in Health, Safety, Environment, Community, Risk Management, and Charity, caring for teams in various industries. He has worked for the Dow Chemical Company and BHP. In 2021, he founded JANSZ Leadership Excellence, co-create programs to develop authentic safety leaders. In 2024 Hannes co-found Bento Box of Care Pty Ltd with Dr. Siew-Fang Law to co-create a Culture of Care in organisations through the Power of Care. Show Resources: Check out the Bento Box of Care website - HERE Connect with Dr Siew-Fang on LinkedIn - HERE Connect Hannes on LinkedIn - HERE Follow Emma, the Podcast Host on Instagram - HERE Learn more about Emma's 1:1 coaching - HERE Check out Emma's book, Worthy & Wealthy - HERE If you LOVED this episode, please share it with someone who needs the reminder to put themselves back on the list — and tag us @emmalagerlow. Yours in Compassion & Care, Emma. X.

Interview with Sam Lee, CEO, Northisle Copper & GoldOur previous interview: https://www.cruxinvestor.com/posts/northisle-copper-gold-tsxvncx-2b-npv-project-signals-significant-value-gap-at-current-prices-7271Recording date: 11th September 2025Northisle Copper & Gold has positioned itself as a compelling copper-gold investment opportunity following a transformational $40 million equity financing that marked the company's entry into institutional investment circles. The financing attracted nine institutional investors, with seven being completely new to the Northisle story, while Wheaton Precious Metals provided strategic backing through an unusual equity investment rather than their typical streaming arrangement.The company's preliminary economic assessment demonstrates robust project economics with a $2 billion after-tax net present value at conservative commodity prices of $4.20 copper and $2,150 gold. At current gold prices near $3,600, the economics improve dramatically to a $5 billion NPV with a 45% internal rate of return. The project's unique structure addresses typical copper porphyry capital intensity challenges through high-margin gold-dominant zones that generate 65-70% margins, enabling initial capital payback within 1.9 years.Management has strengthened its leadership team with world-class appointments, including Kevin O'Kane as Chief Operating Officer, bringing 35 years of BHP experience from projects like Escondida, and Alex Davidson to the board with extensive Barrick Gold expertise. These appointments signal management's commitment to operational excellence as the company advances toward feasibility studies.Beyond the starter pit opportunity, Northisle controls a 35-kilometer district with over 70 years of exploration data, presenting significant upside potential through deep drilling programs targeting district-scale discoveries. The company has allocated $10 million for exploration programs led by Dr. Pablo Mejia Herrera, targeting "1% copper equivalent over 1,000 meters" intersections that would indicate proximity to high-grade porphyry cores.CEO Sam Lee characterized the current environment as unprecedented for natural resource extraction, with federal government support through trade missions and political alignment creating optimal development conditions. This macro backdrop, combined with the company's proven capital allocation track record and institutional validation, positions Northisle to capitalize on favorable commodity cycles while pursuing both near-term development economics and long-term district potential.Learn more: https://www.cruxinvestor.com/companies/northisle-copper-goldSign up for Crux Investor: https://cruxinvestor.com

The ASX 200 fought back from earlier steeper losses to close down only 12 points at 8853 (0.1%). Banks held firm with ANZ copping a massive $240m fine from ASIC for dodgy conduct over the years. The Big Bank Basket fairly flat at $284.41 (). Wealth managers eased back, HUB fell 2.8% with NWL down 3.1% and SOL falling 5.2% on its last day of trade before merger. REITs generally firm with SGP up 0.6% and BWP up 2.2%. Healthcare remains in ICU with CSL falling another 1.6% and RMD down 1.4%. Industrials showed a tinge of green, SGH up 1.1% and ALL bouncing 2.2% after losses last week. In tech stocks, WTC rose 2.9% after Richard White disclosed a sale of a small parcel! XRO continued to trend lower again, down 0.6% with the All-Tech Index up 0.1%. In resources, Chinese data came in weaker than expected, BHP fell 0.6% with gold miners seeing some profit taking after a huge run in the last few weeks. EVN down 5.3% and NST falling 1.9%. GOR issued a production downgrade and fell 0.3%. Lithium stocks perked up, MIN up 3.2% and PLS being squeezed higher again, up 9.1%. VUL had a great run as shorts covered too, up 11.7%. Mixed in uranium with PDN up 1.8% and BOE flying up 7.9%. Oil and gas stocks showing limited gains, STO up 0.9%. In corporate news, EHL raced ahead on bid speculation. BUB has a new Chair. Nothing on the economic front locally. Chinese data came in weaker than expected prompting hopers of more stimulus. Asian markets pushed higher, Japan up 0.9%, China up 0.2% and HK unchanged.10-year yields at 4.27%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Interview with Allen Sabet, CEO of Mogotes Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/mogotes-metals-tsxv-mog-explorer-targets-copper-gold-next-to-bhps-45b-acquisition-6947Recording date: 10th September 2025Mogotes Metals represents a compelling copper exploration opportunity positioned at the epicenter of Argentina's Vicuña district, home to the most significant copper discoveries of the past three decades. The company's strategic land package sits directly adjacent to Filo del Sol, representing the largest copper discovery in 30 years, within a district that has generated approximately billions worth of combined discovery value through neighboring properties controlled by industry giants BHP and Lundin Mining.The investment thesis centers on the geological principle that significant mineralization occurs in clusters, making Mogotes' position particularly attractive for investors seeking exposure to world-class copper potential. As CEO Allen Sabet noted, "The acorn doesn't fall from the oak tree is the saying that a lot of people say. And so we're looking for copper and gold in the place where two $4.5 billion discoveries have been made." This district concept provides validation for the company's exploration model while reducing typical exploration risks.Mogotes has distinguished itself through systematic preparation, investing C$20 million over three years in comprehensive technical work rather than rushing to speculative drilling. The company has completed extensive surface sampling programs across mountainous terrain, constructed 60 kilometers of access tracks, and employed cutting-edge 3D geophysical technologies to identify multiple high-priority targets. This methodical approach, combined with engagement of geologists who worked on adjacent successful projects, accelerates the learning curve and maximizes discovery probability.The company's financial position provides attractive leverage for investors, with $26 million in treasury against a $107 million market capitalization. This 4:1 leverage ratio ensures sufficient funding for the planned drilling campaign while avoiding near-term dilution concerns that typically plague junior exploration companies. The strong balance sheet reflects careful capital management during recent challenging market conditions for exploration equities.The upcoming drilling campaign, scheduled to commence in October 2025, will target both high-sulfidation epithermal systems prospective for gold and silver, as well as porphyry copper systems that could host large-scale copper-gold-molybdenum deposits. Target depths range from 300-700 meters, with many representing the first drilling in their history. The company benefits from favorable drilling conditions, including lower elevation access and absence of difficult-to-drill silica cap rocks that plagued neighboring operations.Industry validation comes through active engagement from major mining companies, with Sabet confirming that "mining companies that you would have heard of have spoken to us or are speaking to us at some point." This interest validates the technical merit of the project and suggests potential for strategic partnerships or acquisitions as the project advances.The macro environment supports copper exploration through unprecedented supply-demand imbalances driven by renewable energy infrastructure and electric vehicle adoption. Institutional interest is returning to the sector, with generalist funds allocating capital to copper and gold themes amid currency debasement concerns and supply constraints.Mogotes Metals offers investors a rare combination of strategic location, systematic technical preparation, strong financial positioning, and favorable market timing. The convergence of these factors, combined with limited market awareness due to the company's recent public listing, creates potential for significant revaluation as drilling results emerge and the story gains broader institutional recognition.View Mogotes Metals' company profile: https://www.cruxinvestor.com/companies/mogotes-metalsSign up for Crux Investor: https://cruxinvestor.com

BHP renonce au vert pendant que les coûts du bâtiment s'envolent.

Justin Fris and Mark Pownall discuss the WA's Wealthiest feature. Plus: Iluka to mothball mineral sands mine; Mitsui, Itochu acquire stakes in BHP's new iron ore deposit; Maddington's $415m data centre approved.

In this KE Report company introduction, I speak with Alain Lambert, CEO of Prismo Metals (CSE:PRIZ - OTCQB:PMOMF - FSE:7KU), about the company's expanding project portfolio across Arizona and Mexico. Key Discussion Points: Silver King Mine (Arizona): Historic high-grade silver producer. Surface sampling underway, drill permits pending, and a Phase 1 drill program planned before year-end. Ripsey Mine (Arizona): Another past-producing silver mine with strong gold grades, set for mapping and evaluation as Silver King drilling progresses. Hot Breccia (Arizona Copper Belt): Large copper prospect adjacent to Rio Tinto & BHP's Resolution Copper. A potential partnership with majors is being considered due to deep drilling requirements. Palos Verde (Mexico): Surrounded by Vizsla Silver (NYSE/TSX: VZLA), which is also Prismo's largest shareholder. Potential long-term value once Vizsla advances its exploration in the district. Corporate Overview: Management, directors, and advisors own 26%+, with Vizsla as a cornerstone investor.  .Click here to visit the Prismo Metals website   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

Sam Jones and Nadia Budihardjo discuss why Perth's role in the legal landscape is a continued focus for A&O Shearman. Plus: Alcoa backs Equus gas project; BHP in $110m Samarco shareholder settlement; Worker dies at Bassendean business.

Anglo and Teck join forces to form a copper giant, creating Anglo Teck plc as a formidable defence against BHP and Glencore.

Mining Stock Daily welcomes Marley Palin of BHP to delve into the innovative BHP Xplor program, an accelerator designed to fuel mineral exploration. Marley, with a background in tech and innovation rather than traditional mining, explains how her expertise helps shape this unique program that blends exploration with a venture capital approach. The program focuses on three key pillars: building sustainable business strategies, providing deep technical expertise from BHP, and identifying projects with world-class scale potential. It offers early-stage exploration companies equity-free funding and a crucial six-month period to refine their projects away from immediate market pressures. Marley emphasizes the program's collaborative nature, fostering a strong community among cohort members rather than competition. BHP Explore is also a hub for technological advancement, actively seeking and implementing innovations like AI and machine learning in mineral systems, exemplified by partnerships with companies like Equivest. The program balances a broad application approach for "wild cards" with BHP's strategic interests, such as a deep-seated focus on copper and exploring new jurisdictions. Learn how companies can apply for this transformative opportunity and fast-track their path to a strategic partnership with a major mining companyThis episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

 Interview with Paul Mulder, Managing Director of Pacific Lime & Cement Ltd.Recording date: 26th August 2025Pacific Lime & Cement is developing Papua New Guinea's first integrated lime and cement production facility, targeting a market opportunity worth over $50 million annually in import replacement. Led by Managing Director Paul Mulder, a 30-year resources veteran with experience at BHP and managing Gina Rinehart's energy assets, the company is capitalizing on PNG's complete dependence on imported lime and cement.The project's competitive advantage stems from exceptional resource quality and strategic positioning. Located just 24 kilometers from Port Moresby, the facility controls 400 million tons of high-grade limestone that sits directly at surface level, eliminating costly stripping operations. With the quarry situated merely 800 meters from wharf facilities adjacent to PNG's $18 billion LNG infrastructure, the company enjoys a 75% freight distance advantage over Southeast Asian competitors.PNG's annual lime demand of 250-300,000 tons represents 70-75% of Pacific Lime & Cement's planned phase one capacity, with major mining companies committed to supporting competitive local suppliers. The country's cement consumption of just 33 kilograms per capita—compared to 250-700 kilograms in comparable developing nations—indicates substantial growth potential as PNG pursues $55 billion in planned infrastructure projects.Government support has been comprehensive, with Pacific Lime & Cement securing PNG's first industrial Special Economic Zone status, providing 10-15 years of corporate tax relief. Community Development Agreements ensure local participation through infrastructure investment, employment, and equity participation.Construction of the $80 million phase one is underway with an 18-month timeline, funded entirely through equity to maintain operational flexibility. Management projects $150-200 million EBITDA at full development, with export potential to Australia where the company maintains significant shipping time advantages over traditional suppliers.The integrated approach positions Pacific Lime & Cement to serve PNG's entire construction value chain while establishing a platform for regional expansion.Sign up for Crux Investor: https://cruxinvestor.com 

Interview with Chris Stevens, CEO of Coda Minerals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-95-copper-recovery-802-million-post-tax-npv-7406Recording date: 28th August 2025Coda Minerals Limited (ASX: COD) has achieved a significant technical breakthrough that fundamentally transforms its Elizabeth Creek copper-silver project in South Australia. The company successfully developed chloride leaching technology that increases copper recovery rates from 80% to 95%, representing a departure from conventional flotation processing methods used by most copper projects globally.The innovation delivers compelling financial improvements, with the updated scoping study showing a post-tax net present value of AUD $855 million compared to the previous AUD $802 million. At current spot commodity prices, the NPV increases to approximately AUD $1.2 billion with a 38% internal rate of return. CEO Chris Stevens emphasized the conservative pricing assumptions underlying these figures, noting "$4.28 copper, $30 an ounce silver, bear in mind spot's $38 right now."The new processing paradigm has reduced total capital expenditure by AUD $74 million through simplified operations. The previous complex three-stage flotation process requiring grinding to 53 microns has been replaced with direct tank leaching at 75 microns, eliminating expensive flotation circuits, oxygen plants, and specialized grinding equipment. This streamlined approach processes approximately 400 tons per hour through polyethylene tanks with a four-hour residence time.Perhaps most significantly, the project now achieves robust economics based solely on copper and silver production, removing dependency on volatile cobalt markets. Stevens noted: "We no longer need cobalt for this project to be well economic and peer comparable. Copper and silver are much more bankable commodities with deep liquid markets." The company removed AUD $1.5 billion in cobalt revenue from the base case model while retaining it as potential upside.Located adjacent to BHP's Carrapateena project, the operation will target steady-state production exceeding 30,000 tons of copper annually. Management has identified multiple catalysts for further value creation, including mine reoptimization, potential staging opportunities, and systematic progression toward prefeasibility study completion.View Coda Minerals' company profile: https://www.cruxinvestor.com/companies/coda-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com

Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.

BHP在截至 2025年 6月底的財報，利潤出現顯著下滑，創下五年來最差的業績。除了BHP的財報外，還有哪些跡象表明全球經濟面臨挑戰？* 國際能源署預計2026年能源（石油與天然氣）價格將大幅下跌。* OPEC（石油輸出國組織）成員國對於是否減產無法達成共識，因為並非所有成員國都像沙烏地阿拉伯（Saudi Arabia）那樣有足夠的儲備來應對收入減少。* 金屬（如鎳和鐵礦石）的價格下跌，部分原因是產能過剩和需求下降。澳洲礦產資源與地緣政治澳洲是個資源大國，擁有豐富的礦產，包括鐵礦石、銅、煤炭（尤其是高品質的煉焦煤）、稀土和鋁礦。* 澳洲在開採技術上全球領先。* BHP等公司不僅在澳洲本地開採，也進行全球化經營，例如在智利（Chile）開採銅礦。* 這些礦業公司是澳洲政府最大的企業所得稅繳納者，因此政府有動機協助他們拓展海外市場。澳洲處於一個特殊位置。雖然它是美國的盟友，但美國也開始推行「內循環」（isolationism）的政策。與此同時，澳洲又需要與最大的礦產買家（中國）維持良好關係，以確保其資源出口。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

In this episode of The Hydrogen Podcast, we trace a global shift in hydrogen strategy—one that goes beyond net-zero headlines and dives into the new security, jobs, and supply chain realities shaping the sector.

Wall Street held steady as investors brace for the Jackson Hole Symposium, while the US dollar climbed as Donald Trump hosted talks on Ukraine. Elsewhere, Private equity giant Thoma Bravo was reported to be in discussions to acquire software firm Dayforce, and the Trump administration is weighing a potential 10% stake in Intel. Solar stocks gained on the back of a favorable tax credit ruling, while US bonds rose as bets on a September rate cut remained intact. Back home, Aussie shares are set to retreat from record highs, with investors eyeing earnings results from Woodside Energy, BHP, and CSL. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Heavy industry runs on complex systems and distributed assets, but frontline workers are often still armed with paper manuals and radios. It works, but yields an unacceptably high level of inconsistencies, safety incidents, and productivity bottlenecks. And as experienced workers retire, critical knowledge about systems, assets, and good practice disappears. The shift to digital work execution is now both viable and urgent. Smartphones are everywhere. AI is mainstream. And yet many organizations still struggle to digitize even basic workflows. In this episode, Liam Scanlan, co-founder and managing director of HINDSITE, reveals how his technology is addressing this challenge head-on. HINDSITE equips frontline workers with just-in-time digital instructions, visual training, and live process documentation. Companies that leverage this technology report fewer errors, faster onboarding, improved safety, and lower costs. Whether it's inline inspections, sensor maintenance, or tire bay procedures, HINDSITE brings consistency and governance to the last mile of industrial work.

In tonight's Australian Stock Market Show, Filip, Janine and Zoran discuss the Next ASX Mining Boom, including BHP, FMG, RIO and More!