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Reporting season is here, and Rio Tinto's (ASX:RIO) mixed results have put materials stocks in focus. While iron ore remains under pressure from weak prices, growing momentum in copper and lithium point to an upside in green energy linked commodities, and shape a more positive outlook for the sector generally in FY26.In this week's wrap, Grady covers:(0:38): Rio Tinto's results and what they mean(2:08): results from the broader iron ore sector(3:21): Pilbara's results and the outlook for lithium(3:39): how the market performed this week so far(5:02): the most traded stocks and ETFs this week(6:20): economic news items to look out for.
First Development Resources (AIM:FDR) CEO Tristan Pottas talked with Proactive's Stephen Gunnion about the company's debut on London's AIM market and its plans to rapidly commence exploration activity across its Australian project portfolio. Pottas explained that First Development Resources is an exploration company focused on copper, gold, uranium, lithium, and rare earth elements, with its flagship project being Wallal in the Patterson Province of Western Australia. “The IPO allows the business to actually start business; we've had effectively three years of a warm-up, we're now at the start line,” he said. Wallal has three defined magnetic bullseye anomalies, with one priority target identified for immediate drilling. Pottas compared the project's positioning to where Greatland Resources was in 2018, while also noting proximity to Rio Tinto's North Winu project. In addition to Wallal, the company holds two other projects in Western Australia — Ripon Hills and Braeside West — where early-stage exploration has identified multiple follow-up targets. Its Northern Territory asset, the Selta project, covers an area the size of Greater London and offers outcropping targets for a broad suite of transition and critical metals. Pottas highlighted that exploration will begin immediately thanks to the £2.30 million raised via the IPO, and emphasised the strong investor support that made the listing possible. Visit Proactive's YouTube channel for more videos, and don't forget to give the video a like, subscribe to the channel and enable notifications for future content. #FirstDevelopmentResources #TristanPottas #AIMIPO #CopperExploration #GoldExploration #CriticalMetals #WesternAustraliaMining #NorthernTerritory #WallalProject #RareEarths #Lithium #JuniorMiners #ProactiveInvestors #MiningNews
Interview with Hugh Agro, President & CEO of Revival Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/revival-gold-tsxvrvg-fast-tracked-for-100k-production-by-2028-7341Recording date: 28th July 2025Revival Gold Inc. (TSXV: RVG) has successfully completed a $29 million Canadian financing round, marking a significant milestone for the gold developer as it advances two major projects in the western United States. The strategic investment was led by EMR Capital, a respected Australian mining investment firm founded by former Rio Tinto executives, who acquired a 12% stake in the company alongside Dundee Corporation's 5% position.The financing structure stands out for its investor-friendly terms, consisting entirely of straight equity without warrants, royalties, or debt instruments. This clean approach preserves Revival Gold's operational flexibility while providing governance benefits through EMR Capital's board representation. CEO Hugh Agro emphasized the significance of attracting such sophisticated investors, noting that EMR Capital "typically buys private assets privately" but was drawn to Revival Gold's team and western US prospects.The capital immediately funds an aggressive 50,000-foot drilling campaign across Revival Gold's flagship projects. At the Mercur project in Utah, the company plans 40,000 feet of drilling focused on converting inferred resources to measured and indicated categories to support a preliminary feasibility study. The program will deploy up to three drill rigs, with metallurgical testing building on previous results that achieved 84% average heap leach recoveries.Revival Gold has established a clear production timeline, targeting Mercur production by 2028 with formal permitting beginning in early 2026. The project benefits from private land ownership and Utah's favorable permitting jurisdiction, factors that attracted the strategic investors seeking "gold in good geography" with a "capital efficient" production model.The successful financing positions Revival Gold among well-funded North American gold developers, raising its pro-forma market capitalization to approximately $150 million Canadian and enhancing institutional accessibility. With substantial resources totaling 4.6+ million ounces across both projects and significant expansion potential, the company is well-positioned to capitalize on strong gold market fundamentals while advancing toward near-term production.View Revival Gold's company profile: https://www.cruxinvestor.com/companies/revival-gold-incSign up for Crux Investor: https://cruxinvestor.com
Ella Loneragan and Claire Tyrrell discuss a push to bring fashion manufacturing back onshore. Plus Woodside take operating control of Bass Strait assets; Trilogy Funds moves into WA with Butler acquisition; and a Rio Tinto to upgrade Wickham Village.
VideoPodcast 004 TLW | Así se construyen cadenas de suministro más ágiles y productivasEn este nuevo episodio del VideoPodcast de The Logistics World®️, conversamos con Hau Lee, director fundador del programa SEED de la Universidad de Stanford, y una de las voces más influyentes en supply chain a nivel global. Durante más de 40 años ha asesorado a empresas como Apple, HP, CEMEX o Rio Tinto, y en esta charla revela por qué la colaboración real y la resiliencia son pilares de cualquier cadena exitosa. Hablamos de: Cómo prepararse ante disrupciones globales comerciales. Qué frena la colaboración efectiva en supply chain.El rol de las economías emergentes en una red logística global más fuerte.Dale PLAY y descubre cómo la logística está cambiando en la región. ¡Dale like y suscríbete para más conversaciones con líderes que están marcando el rumbo a nivel mundial!
MARKET WRAP: ASX200: up 0.69% to 8,737 GOLD: $3,431/oz BITCOIN: $179,386 Big miners continued to enjoy high iron ore prices, with Fortescue Metals closing up 2.3%, Rio Tinto rose 1%, and BHP was also higher, up 0.8%. Iluka Resources rose 4.1% to $5.39 after it achieved full-year production guidance for zircon. All of the big four except for NAB – which was down 0.1% – managing to finish ahead Telix Pharmaceuticals saw shares plummet 15.1% after being issued with a subpoena by the US SEC around its disclosure practices. Paladin’s production & sales targets of uranium oxide hurt, dropping 11.3% by the close Also lower was Pro Medicus, Santos and Medibank Private CURRENCY UPDATE: AUD/USD: 65.9 US cents AUD/GBP: 48.6 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.
En este episodio de GuaicaLand, exploramos un viaje emotivo a Minas de Riotinto para esparcir cenizas familiares, aprovechando para probar un Ford Mustang Mach-E eléctrico que nos lleva a reflexionar sobre el cambio climático. Analizamos en profundidad qué pasaría si todos los coches del planeta fueran eléctricos: desde las reducciones de CO2 (hasta 3,73 gigatoneladas anuales) hasta los desafíos de infraestructura, producción de baterías y reciclaje.También abordamos temas de actualidad como los disturbios en Torre Pacheco tras una agresión, nuevos audios filtrados de Villarejo sobre la Casa Real, y los recortes sociales en Francia para cumplir con el gasto militar de la OTAN. Completamos con novedades tecnológicas del WWDC 2025, consejos sobre suplementos de magnesio, y recomendaciones de series como Dexter New Blood.
Insignia Financial leapt after a $3.3 billion takeover by private equity firm CC Capital. MARKET WRAP: ASX200: up 0.1% to 8,677 GOLD: $3,385/oz BITCOIN: $181,877 Rio Tinto jumped 3.4 per cent to $118.32, Fortescue 3.3 per cent to $17.81 and BHP gained 2.6 per cent to $41.51 per cent. Shares of Ramelius surged 8.1 per cent to $2.66 – its best day in 15 weeks, while Newmont gained 2.8 per cent to $92. CBA slumped 3.1 per cent to $172.42, wiping roughly 30 points from the index due to its market heft. National Australia Bank falling 2.7 per cent to $37.22, Westpac 1.3 per cent to $32.65 and ANZ closed down 0.8 per cent to $29.82. Insignia Financial was the best performer on the ASX 200, surging 12.2 per cent to $4.41 after CC Capital agreed to a $3.3 billion deal CURRENCY UPDATE: AUD/USD: 65.2 US cents AUD/GBP: 48.4 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.
Iron ore prices have lifted to the highest point since February, so will this spark a good run for the miners? MARKET WRAP: ASX200: down 1.02% to 8,668 GOLD: $3,364/oz BITCOIN: $182,070 Commbank & ANZ both lost 2.5%, Westpac was down 3.6%, while NAB was 2.4% lower. Insignia Financial was also on the slide, down 6.2% to $3.93 after it told investors talks were ongoing with CC Capital. While other big fallers included Aristocrat, Pro Medicus and Coles. AMP delivered a positive quarterly super net cashflows for the first time since 2017. Shares finished almost 10% higher to $1.68. Block – the owner of BNPL service Afterpay – saw its shares soar over 11% after news that it would be added to the S&P 500 Index. Iron ore futures climbed to over $104 US a tonne sent BHP, Fortescue and Rio Tinto all climbing CURRENCY UPDATE: AUD/USD: 65.2 US cents AUD/GBP: 48.4 British pence AUD/EUR: 56 Euro cents AUD/JPY: 96 Yen AUD/NZD: 1.09 NZ dollars See omnystudio.com/listener for privacy information.
Na USF de Rio Tinto as ventoinhas são a solução temporária para enfrentar o calor. Mas o problema de climatização, explica a vereadora de saúde da CM Gondomar, "nunca antes de 3 meses" será resolvido.See omnystudio.com/listener for privacy information.
Mark Pownall and Tom Zaunmayr discuss Rio Tinto's new boss; Mid West green iron; New Dunsborough hotel; Construction costs and more.
Marie-Pierre Paquin, head of science and partnerships at Rio Tinto, discusses innovation and technology in the mining sector, Canada's mining ecosystem, including universities, start-ups and large companies, and the role of government policy to support productivity and sustainability in the industry. This podcast was made possible by Rio Tinto and the generosity of readers like you. Donate today. Hub Dialogues features The Hub's editor-at-large, Sean Speer, in conversation with leading entrepreneurs, policymakers, scholars, and thinkers on the issues and challenges that will shape Canada's future at home and abroad. If you like what you are hearing on Hub Dialogues, consider subscribing to The Hub's free weekly email newsletter featuring our insights and analysis on key public policy issues. Sign up here: https://thehub.ca/join/. CREDITS: Alisha Rao - Producer and Sound Editor Sean Speer - Host
On The Money Café this week, Alan Kohler and James Thomson go through the latest market movements, discuss the Prime Minister’s trip to China, Rio Tinto’s new CEO, Bitcoin, and answer questions on housing, superannuation, and much more.See omnystudio.com/listener for privacy information.
The Aussie market snapped its winning streak on Wednesday, falling 0.8% in its worst session in around 10 weeks. Stevie and Laura break down the drivers behind the decline, including weakness in heavyweight sectors like materials and financials, and look ahead to tomorrow’s local jobs data and what it could mean for interest rates. They also discuss signs of rising inflation in the US, strong performances from tech stocks like Nuix and Megaport, Rio Tinto’s new CEO appointment, and notable company moves including Evolution Mining and BHP. 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.
Thursday 17 July 2025 The top five business stories in five minutes, with Sean Aylmer and Adam Lang. PM lauds talk with Beijing ASX worst day in two months NAB CEO under scrutiny Rio Tinto gets a new boss Ellison becomes the world’s 2nd richest person Join our free daily newsletter here! And don’t miss the latest episode of How Do They Afford That? - this week, it's all about debt consolidation. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
Thursday 17 July 2025 Anthony Albanese characterises talks with China’s leaders as 'constructive' and highlights the respect Beijing is showing Australia. And more, including: Rio Tinto gets a new boss The local share market records its worst day since May Oracle’s Larry Ellison becomes the world’s second richest person Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, it's all about debt consolidation. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
In this season finale of The Sunday Roast, recorded on July 13th, Phil Carroll and Kevin Hornsby reflect on a week of sunshine, epic concerts, and major market moves. The political spotlight shines on a new UK-France migration pilot agreed by Keir Starmer and Emmanuel Macron, as tensions persist over deterrence effectiveness. Guests this week include Anthony from Solvonis, who shares insights into the company's mission to transform addiction treatment through ethical biotech innovation; Pieter Krügel, CEO of Mast Energy Developments, on their momentum post-fundraise; and Charles Bray, Chairman of Aterian, with a deep dive into the company's lithium drilling success in Rwanda under a joint venture with Rio Tinto. We also unpack Tether's $5B+ crypto cash flow move into gold royalties via a 37.8% stake in Elemental Altus Royalties. In market action, PREM soared 100% on Zulu mine updates, Wishbone Gold surged 90% on new exploration licenses, and copper prices spiked ahead of looming US tariffs. Nvidia became the world's most valuable public company, while the FTSE 100 hit a record high led by mining gains. Tune in for a packed wrap-up of the week in finance, mining, and global trends. 00:00 - 00:09:16 Weekly News Roundup 00:09:16 #SVNS Interview 00:53:20 #MAST Interview 01:08:10 #ATN Interview 01:29:49 #PREM 01:30:44 #WSBN 01:33:12 #MIRI 01:33:25 #AFP 01:33:33 #MATD 01:35:35 #BZT 01:37:57 #EST #AFP #GLR #XTR 01:38:06 #JLP 01:39:32 #GGP #GMET 01:43:13 #POW 01:43:17 #FDR Disclaimer & Declaration of Interest This podcast may contain paid promotions, including but not limited to sponsorships, endorsements, or affiliate partnerships. The information, investment views, and recommendations provided are for general informational purposes only and should not be construed as a solicitation to buy or sell any financial products related to the companies discussed. Any opinions or comments are made to the best of the knowledge and belief of the commentators; however, no responsibility is accepted for actions based on such opinions or comments. The commentators may or may not hold investments in the companies under discussion. Listeners are encouraged to perform their own research and consult with a licensed professional before making any financial decisions based on the content of this podcast.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den neuen Drohnen-Liebling, einen Bitcoin-Rekord und die Rückkehr des Wasserstoff-Hypes. Außerdem geht es um Volatus Aerospace, WK Kellog, EssilorLuxottica, Meta Platforms, Plug Power, Bloom Energy, Ballard Power, L&G Hydrogen Economy ETF (WKN: A2QMAL), Hershey, Nvidia, Apple, Microsoft, Standard Oil/ExxonMobil, General Electric, NTT, Intel, Texas Instruments, Micron Technology, Eli Lilly, Merck, Air Products, Freeport-McMoran, Keysight, Hess, Williams, EQT, Amundi MDax ETF (WKN: LYX0R1), RWE, National Grid, Rio Tinto, Antofagasta, Infineon, ASML, SAP, Leonardo, Astrazeneca, Merck, Novo Nordisk, Almonty Industries. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Het rommelt achter de schermen bij de Amerikaanse centrale bank. Er is onenigheid over het rentebeleid. De centrale bankiers zijn het eens: er komt een verlaging. Maar de een vindt dat het deze maand moet, de ander in september, en een deel zelfs pas volgend jaar.Ondertussen blijft president Trump druk uitoefenen op de Fed-baas, Jerome Powell. De rente moet omlaag, vindt Trump. En hij geeft Powell naast 'idioot' en 'traag' nu ook een nieuwe bijnaam. Over die bijnaam hebben we het deze aflevering niet, wél wat deze onduidelijkheid en onzekerheid betekent voor de beurs. En dus voor jouw aandelen. Hebben we het ook over TSMC. De chipmaker doet het beter dan verwacht en zegt (nog steeds) te profiteren van de vraag naar AI-chips. Er is weer sprake van chup-euforie, want gister ging chipbedrijf Nvidia door de magische grens van 4000 miljard dollar. Wij kijken wat dit alles betekent voor de cijfers van ASML. Gaan zij dan volgende week ook stunten?Over ASML gesproken. We hebben het ook over een oud-werknemers die geheimen heeft gestolen bij de chipmachinemaker uit Veldhoven. Spoiler: het loopt niet zo goed voor hem af.Ook deze aflevering: Beleggers lachen om Trumps koper-tarieven. OpenAI opent de aanval op Google. Alweer. De grootste suikerproducten van Europa zit in de problemen. Zorgt de Nederlandse pensioensector voor een schokgolf? Boze aandeelhouders Tesla dwingen vergadering af. Hittegolf Europa laat het BBP van landen wegsmelten... See omnystudio.com/listener for privacy information.
In this episode of the Decarb Connect Podcast, Alexandra Cameron is joined by Garrett Boudinot, climate scientist and CEO of VyCarb, a Brooklyn-based startup pioneering a novel approach to carbon dioxide removal (CDR). VyCarb's technology harnesses the natural carbon cycle of water to convert CO₂ into stable bicarbonate, offering a verifiable and permanent storage pathway that bypasses the geographic and infrastructure limitations of conventional geologic storage.Garrett shares how his background in ocean carbon chemistry led to the development of a modular, sensor-integrated system that operates at low CO₂ concentrations and near industrial emitters. The conversation explores how VyCarb's solution is being piloted with major industrial players like Rio Tinto and BlueScope Steel, and how the technology could support both voluntary carbon markets and direct decarbonization across sectors.What You'll Learn in This Episode:· How VyCarb mimics ocean chemistry to convert CO₂ into stably stored bicarbonate· Why low-purity CO₂ streams—common across industry—are a key focus for deployment· The limitations of geologic CO₂ storage and how VyCarb overcomes them· How integrated sensing enables real-time verification and control of the carbon conversion process· Practical implications for cement, steel, aluminum, and oil & gas emitters· How existing wastewater discharge permitting can support project rollout· Insights into VyCarb's current pilot in Brooklyn and its industrial integration roadmap· What scale-up looks like and why the economics could reach below $100/tonShow links: - Connect with Garrett Boudinot and the team at VyCarb- Follow Alex Cameron on LinkedIn and find how to get involved with the membership and work of Decarb Connect- Join Alex and a network of hardtech investors and series B+ tech disruptors at Decarb TechInvest in Boston (September 2025) Want to learn more about Decarb Connect? We provide insights and introductions that derisk decision-making and support industrial leaders in deploying decarbonization and low carbon product strategy. Our global membership platform, events and facilitated introductions support commercial decarb planning and business models around the world. Our clients include the most energy-intensive industrials from cement, metals and mining, glass, ceramics, chemicals, O&G and many more along with technology disruptors, investors and advisors. If you enjoyed this conversation, find out about our portfolio of events in US, Canada, UK and Europe – or explore our Decarbonisation Leaders Network (DLN), and learn why more than 200 members from the energy-intensive sectors have joined to share insights, meet partners who can accelerate their net zero plans and why it's the fastest growing network of its kind. (01:31) - – Welcome and introduction to Garrett (00:00) - Chapter 2 (02:41) - – The Origin of Vycarb (00:00) - Chapter 4 (05:54) - – How the Technology Works (00:00) - Chapter 6 (09:11) - - Where Vycarb is at in its funding journey (00:00) - Chapter 8 (12:41) - - Why Industrial Giants Are Backing Vycarb (00:00) - Chapter 10 (22:10) - - How the Vycarb System Works (00:00) - Chapter 12 (27:58) - – Turning Industrial Wastewater Into a Carbon Removal Opportunity (00:00) - Chapter 14 (29:52) - – Vycarb's Pilot Facility in Brooklyn (00:00) - Chapter 16 (33:17) - – Addressing Safety & Environmental Concerns (00:00) - Chapter 18 (36:57) - - Funding, Partnerships & Scaling (00:00) - Chapter 20 (39:20) - – Looking Ahead: The Path to Commercialisation (00:00) - Chapter 22 (40:31) - – Final Thoughts & Reflections
Het rommelt achter de schermen bij de Amerikaanse centrale bank. Er is onenigheid over het rentebeleid. De centrale bankiers zijn het eens: er komt een verlaging. Maar de een vindt dat het deze maand moet, de ander in september, en een deel zelfs pas volgend jaar.Ondertussen blijft president Trump druk uitoefenen op de Fed-baas, Jerome Powell. De rente moet omlaag, vindt Trump. En hij geeft Powell naast 'idioot' en 'traag' nu ook een nieuwe bijnaam. Over die bijnaam hebben we het deze aflevering niet, wél wat deze onduidelijkheid en onzekerheid betekent voor de beurs. En dus voor jouw aandelen. Hebben we het ook over TSMC. De chipmaker doet het beter dan verwacht en zegt (nog steeds) te profiteren van de vraag naar AI-chips. Er is weer sprake van chup-euforie, want gister ging chipbedrijf Nvidia door de magische grens van 4000 miljard dollar. Wij kijken wat dit alles betekent voor de cijfers van ASML. Gaan zij dan volgende week ook stunten?Over ASML gesproken. We hebben het ook over een oud-werknemers die geheimen heeft gestolen bij de chipmachinemaker uit Veldhoven. Spoiler: het loopt niet zo goed voor hem af.Ook deze aflevering: Beleggers lachen om Trumps koper-tarieven. OpenAI opent de aanval op Google. Alweer. De grootste suikerproducten van Europa zit in de problemen. Zorgt de Nederlandse pensioensector voor een schokgolf? Boze aandeelhouders Tesla dwingen vergadering af. Hittegolf Europa laat het BBP van landen wegsmelten... See omnystudio.com/listener for privacy information.
Un día más, los inversores pendientes de la política comercial de Donald Trump. Tras el castigo a Brasil con aranceles del 50% y al cobre, con otro 50%, la expectación es máxima en saber qué pasará con la UE. La presidenta de la Comisión Europea, Ursula von der Leyen, insiste en que están trabajando sin descanso para encontrar un acuerdo con EEUU para mantener los aranceles lo más bajos posible. Desde Bankinter avisan de que el anuncio puede realizarse en cualquier momento y probablemente no será tan bueno como el acuerdo con Reino Unido. En Europa, el FTSE100 de Londres alcanza nuevos máximos impulsado por el buen tono de las mineras.. AngloAmerican suma más de un 5%, seguida de Glencore y RioTinto. El Ibex 35 se queda esta vez rezagado. Los futuros de Wall Street apuntan leves caídas. Análsis con Francisco Ibañez, analista de renta variable de Tressis.
Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The BRICS are struggling, the big boys did not show up. Bezos sells more of his shares. Trump puts a 50% tariff on copper, removes regs and shorten permit time. Costs are coming down because of Trump, the Fed is now trapped, and waiting for the [DS] event. Countries are now using Bitcoin as currency. Trump is now competing with the Fed for currency dominance. Trump played the D's once again. They took the bait and believe that Trump is hiding something fro them or he is involved with Epstein. Comey and Brennan are now being investigated. The storm has started. Both investigations are connected via Mueller. The coverup always gets you in the end. Multiple agencies investigated the treasonous crimes. Economy BRICS without the Big Boys becomes a Buzzkill There's nothing like being an event planner when the big invites that are the “Flagship Speakers” of the event are no shows. Not just no shows, it is known well in advance they will not be there at all. Xi, sent a minion, Putin suddenly must suddenly organize his sock drawer, Iran is digging out from the rubble, South Africa doesn't know what to do without guidance from their new colonial master of China, and Brazil is being put on notice for their mistreatment of President Bolsonaro. Source: thegatewaypundit.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/disclosetv/status/1942701909837766924 Copper Spikes to Record High After Trump's 50 Percent Tariff Announcement Number of Copper Mines in the US: As of 2023, there are 28 copper mines in operation in the United States, according to GlobalData's mining database. These mines are primarily located in western states, with Arizona, Utah, New Mexico, Nevada, and Montana accounting for over 99% of domestic copper production. The tariff, announced to counter imports (primarily from Chile, Canada, and Peru, which supply over 90% of US refined copper imports), may incentivize domestic production but won't immediately resolve capacity issues. Posts on X suggest US producers might see fatter margins without significantly increasing output due to the time required to develop new mines (years) and smelting constraints. Current Production Capacity: In 2024, US copper mine production was approximately 1.17 million metric tons, a slight decline from previous years (1.3 million tons in 2022). Major producers like Freeport-McMoRan, Rio Tinto, and Grupo Mexico (Asarco) operate key mines such as Morenci (Arizona, 399,100 metric tons in 2023) and Kennecott (Utah, 169,300 metric tons in 2023). These mines are fully operational, but some face challenges like declining ore grades (averaging 0.4% copper compared to 0.6% in Chile) and labor shortages. : While the US has significant copper reserves (estimated at 48 trillion tons), production is limited by long permitting timelines (often decades), environmental regulations, and insufficient smelting/refining capacity. Only two primary smelters operate in the US (Rio Tinto's Kennecott and Freeport-McMoRan's Miami), and about 30% of mined copper is exported for processing due to this bottleneck. Several development projects,
This week, Scott talks to Motley Fool Director of Research, Ryan Newman about iron ore (and other commodities) miner, Rio Tinto (ASX:RIO).See omnystudio.com/listener for privacy information.
Thursday 10 July 2025 BHP, Rio Tinto, CSL and other Australian companies set to be hit in the latest round of Trump tariffs. And more, including: Qantas says stolen data is yet to be released by hackers. Life insurers warn on what growing mental health claims will mean for premiums. The near 1,000 year old Bayeux Tapestry returns home. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, it's all about budgeting. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.
L'exploitation des immenses réserves de fer des monts du Simandou pourrait marquer un tournant décisif pour l'économie guinéenne. Estimées à près de 8 milliards de tonnes de minerai, ces réserves font l'objet de discussions depuis trois décennies. Les autorités prévoient une entrée en production pour la fin de l'année 2025, présentant ce projet comme la vitrine de leur ambition économique. (Rediffusion) Face au manque de transparence, la population guinéenne, qui a connu les désillusions de l'exploitation de bauxite, oscille entre espoir et scepticisme. Sur le chantier du chemin de fer, la poussière et les boues envahissent les champs, rendant impossible toute culture. Mamoudou Youla, habitant du village de Sounganyia marche sur la terre craquelée qui a envahi sa rizière. « Tout ça, là, c'est le lieu de travail. Depuis que les sociétés minières sont arrivées il y a cinq ans, on ne travaille pas ici, rien, tout est gâté. », se lamente-t-il. Les dédommagements promis par les miniers ne suffisent pas à compenser les pertes subies par les agriculteurs. Mamaseta Camara, une autre habitante, exprime son désenchantement face aux promesses non tenues. « Quand les entreprises sont arrivées ici, j'étais contente, je me suis dit que c'était une opportunité pour nous. Mais ça ne s'est pas passé comme prévu. On subit de nombreux impacts. » Tout se fissure. Les murs des maisons, comme la confiance des habitants envers les sociétés. Il n'y aurait pas eu assez d'emploi pour les jeunes de Soungayah. La corruption autour du chantier est un autre sujet de préoccupation. « Quand vous allez sur le chantier pour du travail, il y a des intermédiaires qui vous demandent de l'argent. Environ 1 million et demi de francs guinéens », témoigne anonymement ce jeune homme. Il a le verbe haut et une profonde colère en lui. « À Conakry, on dit que nous sommes les boss. Qu'il y a un grand projet chez nous, le grand port de la Guinée, et donc qu'on est les rois, mais les gens ne savent pas ce qui se passe réellement ici. Pas d'emploi, pas d'eau, pas d'hôpital. J'en veux aux autorités guinéennes. Parce que depuis que le projet a commencé ici, personne ne s'est déplacé pour voir ce que nous traversons ici. Ils s'en foutent de nous ». Plus de 33 000 emplois ont déjà été créés sur le corridor, avançait Mamadi Doumbouya, le président de la transition, lors de ses derniers vœux à la nation. Des retombées XXL espérées pour l'économie guinéenne Initié en 1997, le projet Simandou a connu de nombreux rebondissements. D'abord attribués à Rio Tinto, les blocs 1 et 2 ont ensuite été confiés à BSGR, avant d'être réattribués à Winning Consortium Simandou en 2019, un partenariat sino-singapourien avec une participation guinéenne. Après le coup d'État en 2021, les travaux ont été interrompus par la junte. Puis, le géant de l'acier Baowu Steel a investi 6 milliards de dollars dans le projet, renforçant l'engagement de la Chine. Les espoirs sont énormes. Les autorités guinéennes misent sur des retombées économiques annuelles de 600 à 700 millions de dollars via des taxes et redevances. « Les ressources générées par les mines du projet Simandou et la transformation locale des minerais par la construction des raffineries nous ouvrent des perspectives heureuses d'avenir. », se réjouissait Mamadi Doumbouya. La construction d'une aciérie permettrait également de transformer une partie du fer sur place. « Nous osons espérer que cela soit la bonne cette fois, explique l'économiste Mohammed Camara. Pour un projet minier, l'important, c'est qu'est-ce qu'on en tire comme fiscalité, quels sont les impôts et taxes que ce projet va payer à l'État ? Il faut voir le projet sur du long terme et s'assurer de l'utilisation efficace des ressources. Le peu que l'on gagne, il faut l'investir où on peut impacter le plus. » Le « pont vers la prospérité » vanté par les autorités guinéennes n'est pas garanti. « Les autorités comptent beaucoup sur le Simandou parce que c'est un projet qui va doubler le produit intérieur brut du pays, mais attention, il ne faut pas croire que cela va régler tous les problèmes d'un seul coup », poursuit Mohammed Camara. Des contrats miniers toujours secrets D'autant qu'un doute subsiste sur les retombées économiques réelles. Les contrats signés entre l'État et les sociétés minières n'ont en effet pas été publiés. Ces trois conventions minières, ferroviaires et portuaires finalisées en 2023 ne sont connues que de quelques-uns dans le pays. « On se demande bien qui les a vues, c'est l'omerta la plus totale », témoigne un ancien proche du ministère des Mines. La publication des contrats est obligatoire selon le code minier guinéen. Or, ces conventions validées par la Cour suprême adoptées par le CNT – l'Assemblée nationale guinéenne – en février 2024 sont introuvables. Manque de transparence flagrant pour certains acteurs de la société civile. Incompréhension pour Oumar Totiya Barry de l'Observatoire des mines et métaux : « Officiellement, le Premier ministre parle de contrat stratégique, donc de secret d'État. Le ministre des Mines évoque le fait que le processus de négociation n'est pas terminé. Mais on sait quand même que ces documents sont passés au niveau du CNT et donc, que le processus est à son terme. On ne comprend pas pourquoi la Guinée ne rend pas encore public ces contrats. Cela aiderait aujourd'hui à améliorer le niveau de compréhension. » À lire aussiGuinée: de Sekou Touré à Mamadi Doumbouya, l'incroyable histoire du gisement de fer de Simandou Même du côté des sociétés minières, on peine à comprendre ce manque de transparence. Mais le gouvernement reste droit dans ses bottes sur cette question. « Quand on négocie avec quelqu'un, il y a toujours des clauses de confidentialité, explique le ministre du plan Ismaël Nabé. Nous sommes en train de discuter avec les partenaires industriels et on publiera au temps opportun. On renégocie parce que la Guinée était perdante. Nous sommes avec des partenaires et on doit avoir un commun accord, et respecter ce que l'on s'est dit. Si on est d'accord, ça sera publié. » Les éléments juridiques des conventions signées ont déjà été publiés dans un numéro spécial du Journal officiel qui n'a pas été rendu public, mais que RFI a pu se procurer. Certains y voient la preuve que tout est déjà négocié et que les autorités n'ont pas envie de dévoiler des contrats qui seraient défavorables à la Guinée. Un des négociateurs nous informe que la plupart des contrats de revente par lesquels les clients achètent le minerai produit ne sont pas encore signés. Le prix de revente du fer de Simandou – élément clé pour le calcul des recettes de l'État – ne serait pas fixé. Djiba Diakité, le président du comité stratégique de Simandou, a récemment expliqué dans une interview à Forbes Afrique que « si on mettait bout à bout tous les documents contractuels de Simandou... ça ferait 14 kilomètres ». Un train pour le minerai et pour les passagers ? La Guinée veut croire à la renaissance de son réseau ferroviaire grâce au gigantesque projet minier. Le gisement de fer, l'un des plus riches au monde, doit être relié au port de Moribayah par une ligne de chemin de fer de 650 kilomètres. Une infrastructure qui cristallise les espoirs de désenclavement de la Haute et Moyenne-Guinée. Pensée comme une double voie, cette ligne doit permettre non seulement l'acheminement du minerai vers la côte, mais aussi, à terme, le transport de marchandises et de passagers. « Le chemin de fer est multi-utilisateur. Une partie va servir aux miniers, une autre aux marchandises, mais aussi aux personnes. L'objectif est de développer plus de 2 000 km de voie ferrée dans le pays », déclare Ismaël Nabé, ministre du Plan à RFI. Cette ambition de désenclaver les régions agricoles, comme la zone de Kankan ou de N'zérékoré, suscite l'enthousiasme. Certains imaginent déjà des trains chargés d'ignames ou de bananes rejoindre plus facilement les marchés urbains. Mais sur le terrain, les observateurs sont plus prudents. « L'idée d'un train passager est séduisante, mais peu réaliste dans l'état actuel du tracé », estime Oumar Totiya Barry, directeur de l'Observatoire des mines et métaux. Selon lui, la ligne évite les grands centres urbains. « Il y a bien une quinzaine de gares prévues, mais elles sont souvent à des dizaines de kilomètres des villes. Madina Oula, par exemple, se trouve à plus de 80 km de Kindia. Pour Mamou, c'est le même problème avec la gare de Farenta. » En cause, une logique de tracé prioritairement industrielle. Le chemin de fer suit le chemin le plus court et le moins coûteux entre la mine et le port, au détriment d'une intégration fine au territoire. « Le mariage entre aménagement du territoire et conception du chemin de fer n'a pas suffisamment fonctionné », regrette Oumar Totiya Barry. À Kaloum, cœur battant de Conakry, certains commerçants restent sceptiques. Marqués par les promesses non tenues des précédents projets miniers, ils redoutent que Simandou ne soit qu'un mirage de plus. Dans les zones d'exploitation de la bauxite, comme à Boké, l'exploitation a certes rapporté des devises, mais elle a aussi laissé des séquelles : pollution de l'air, raréfaction de l'eau potable, routes dégradées. « Simandou, c'est du vent », tranche un commerçant, dénonçant une richesse qui ne profite toujours pas à la population. En attendant, Simandou creuse son sillon, porté par de grandes ambitions.
Sharon Singh, partner at McMillan and the co-head of the firm's Indigenous and Environment practices, discusses the evolution of Canada's permitting regime – from the growing emphasis on Indigenous partnerships to the risks of duplication, delay, and regulatory overload, as well as the promises and limitations of the recently passed Bill C-5 and its impact on resource development. This podcast was made possible by Rio Tinto and the generosity of readers like you. Donate today. The Hub Dialogues features The Hub's editor-at-large, Sean Speer, in conversation with leading entrepreneurs, policymakers, scholars, and thinkers on the issues and challenges that will shape Canada's future at home and abroad. If you like what you are hearing on Hub Dialogues, consider subscribing to The Hub's free weekly email newsletter featuring our insights and analysis on key public policy issues. Sign up here: https://thehub.ca/join/.
US rates could be cut sooner than expected, depending on results out of the Non-Farm Payrolls this week. MARKET WRAP: ASX200: down 0.02%, 8595 GOLD: $3,356 US/ounce BITCOIN: $166,513 AUD Pro Medicus climbed 7.8% to $307.39 after announcing two contracts in the United States worth more than $200 million in total. BHP jumped 5.6%, Mineral Resources closed 7.8% higher, with Fortescue & Rio Tinto up 1.8%. Up more than 1% was Wisetech Global, James Hardie and Bluescope Steel. G8 fell 7.4% for its third day of losses in a row after one of its former employees was charged with offences related to the alleged abuse of children. Commbank down 2.2%, NAB off 1.1%, and Westpac down 0.7%. ANZ escaped the losses, up half a percent. JB Hi-Fi down 3%, Harvey Norman off 1.5%, and Myer losing 1.6%. CURRENCY UPDATE: AUD/USD: 64.8 US cents AUD/GBP: 48.1 pence AUD/EUR: 55 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.
Domino’s is on the hunt for a new CEO, with the pandemic darling seeing its share price plunge again today. ASX200: up 0.66% to 8,597 GOLD: $3,335 US/oz BITCOIN: $164,003 James Hardie’s completion of its US$8.4 billion deal for Azek helped it 5.3% higher to $42.93. The hope for rate cuts helped Real Estate stocks, with Goodman rising 2.1%, Scentre up 2.7%, and Dexus rising 3.1%. BHP up 1.7%, Fortescue rising 3.8% and Rio Tinto up just over 2%. Dominos Pizza shares closed down more than 15% to $16.96 after its CEO resigned Helia told the market that ING was negotiating with other providers – down 21% to $4.31. Qantas revealed a cyberattack had stolen the personal data for 6 million customers, with shares closing 2.2% lower to $10.52. Also weaker were QBE, Xero and Next DC. See omnystudio.com/listener for privacy information.
What if the solution to the global copper shortage has been right under our noses for billions of years? In this episode of On the Rocks Masterclass, we explore the fascinating world of biomining with Liz Dennett, Founder & CEO of Endolith, who's harnessing Earth's oldest miners – microbes – to revolutionize copper extraction.Liz's journey from NASA astrobiology research to founding a biotech mining company is as unique as her approach to solving one of mining's biggest challenges. With copper demand soaring for electrification and renewables, traditional mining methods are struggling to keep up. Enter biological intelligence: AI-optimized microbes that can extract more copper from low-grade ore than conventional methods ever could.In this masterclass, Liz breaks down the science behind biomining, explains how AI fine-tunes microbial performance in real-time, and shares insights from pilot deployments with major mining companies like BHP and Rio Tinto. We explore how this approach works within existing heap leach infrastructure, requires no toxic chemicals, and could turn mining waste into valuable resource streams.Whether you're curious about the intersection of biology and mining, interested in sustainable extraction methods, or wondering how microbes could solve supply chain challenges, this conversation offers a glimpse into mining's microscopic revolution.
ASX200: up 0.33%, 8548 GOLD: $3,415 US/ounce BITCOIN: $164,546 The Health Care sector led the way, with stocks up 1.6%, led by CSL, Pro Medicus and Cochlear. James Hardie shares were up 7.1% to $41.70. Brickworks on track to gain in its property division. Shares were up 0.3% to $34.40 Droneshield announced another contract worth $9.7 million, but the company closed the day down more than 4% to $2.28. BHP, Fortescue and Rio Tinto were all down by more than 1%, and also closing lower were Woodside, Xero and Newmont. James Hardie will switch its primary listing to the US as it completes a $14 billion takeover of Azek. See omnystudio.com/listener for privacy information.
Ken Ash, former OECD Director for Trade and Agriculture and a longtime Canadian trade official, discusses the global scramble for critical minerals, the impact of China's dominance on strategic supply chains, and the role Canada should play in building resilient industrial capacity — including in processing and refining — across these supply chains. This podcast was made possible by Rio Tinto and the generosity of readers like you. Donate today. The Hub Dialogues features The Hub's editor-at-large, Sean Speer, in conversation with leading entrepreneurs, policymakers, scholars, and thinkers on the issues and challenges that will shape Canada's future at home and abroad. If you like what you are hearing on Hub Dialogues, consider subscribing to The Hub's free weekly email newsletter featuring our insights and analysis on key public policy issues. Sign up here: https://thehub.ca/join/.
Justin Fris and Jack McGinn discuss Rio Tinto's $3.1bn Western Range iron ore mine and a commodity pricing agency's bold change to its reporting metrics. Plus: State govt buys Frasers Suites for $105m; Mineral Resources opens Onslow Iron's glitzy Pilbara FIFO camp; Woolworths to build $28m supermarket in East Victoria Park.
La policía Nacional ha detenido a tres cuidadores de un centro de mayores de Huelva por presunto maltrato habitual a algunos de usuarios dependientes. Los trabajadores han sido despedidos del centro.Sindicatos y profesionales sanitarios van a realizar una marcha en defensa de la sanidad pública en Riotinto. Consideran que el hospital de la zona está siendo desmantelado. Unos 1.300 equinos saldrán de la marisma de Doñana hoy en la 521 edición de la 'Saca de las Yeguas', una celebración en la que cada año los ganaderos de Almonte sacan más de 1.000 equinos, entre yeguas y potros, que pastan en estado semi-salvaje en la marisma de Doñana.En Huelva El solar del Mercado de La Merced albergará un edificio de aparcamientos de seis plantasEscuchar audio
Koby Cooke and Mark Beyer discuss the growth trajectory of Indigenous businesses in WA. Plus: EPA backs Rio Tinto's West Angelas mine expansion; Develop raises $180m, holds on to Woodlawn; Rinehart no Lynas deal broker: Lacaze.
Virgin has successfully re-listed on the ASX, but will this IPO bring more companies towards listing on the market again? MARKET WRAP: ASX200: up 0.95% to 8,555 GOLD: $3,327 US/oz BITCOIN: $161,587 AUD BHP rose 2.4%, Fortescue up 4.8%, and Rio Tinto was just over 3% higher. Commbank up 2.1%, NAB up 2.2%, Westpac 2.6% higher and ANZ rising 1.4%. Virgin’s IPO was welcomed by investors, the price rising more than 11% from its initial point of $2.90 to $3.23 Qantas shares up another 2.4% to $10.32. Greatland Resources climbing 44% to $7.30 by the close Wisetech Global up 2.5% and Pro Medicus up 2.6% Woodside fell 6.5%, Santos dropped 1.5%, and Viva Energy fell 3.2%. Origin Energy was 2.5% lower, with APA Group falling 1.7% – as it also announced its dividend. Treasury Wine Estates took a tumble of 0.9% CURRENCY UPDATE: AUD/USD: 65 US cents AUD/GBP: 47.8 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 Japanese yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.
Metcash – the largest operator of IGA stores – has said the illegal tobacco trade is hurting its bottom line. MARKET WRAP: ASX200: down 0.36%, 8474 GOLD: $3,363 US/ounce BITCOIN: $159,214 AUD Energy & Utilities rose on war threats: Woodside was flat, with Santos 1% higher, with LNG seller Origin also lifting just under 1%. Metcash rose 2.7% after revealing an 8.9% uplift in group revenue to $17.3 billion. BWP Trust rose 1.9 per cent to $3.65 Reece Holdings up more than 2% to $16.57 TPG and Medibank rose more than 1% ANZ Bank fell 0.6%, National Australia Bank shed a few cents to close at $38.88. Fortescue gave up 1% BHP fell 1.5% per cent to $35.64 Rio Tinto fell marginally but still closed above $100 a share at $101.83. Drone Shield fell more than 4% to $1.83 CURRENCY UPDATE: AUD/USD: 63.9 US cents AUD/GBP: 48.2 pence AUD/EUR: 56 Euro cents AUD/JPY: 94 yen AUD/NZD: 1.08 Dollars See omnystudio.com/listener for privacy information.
Uranium stocks have benefited from increased demand for the nuclear energy push around the world. ASX200: down 0.12% to 8,531 GOLD: $3,384 US/oz BITCOIN: $161,708 Boss Energy met its first-year production guidance, shares gained another 4.3% on the news to $4.66 Deep Yellow up almost 4%, Bannerman rising 4.8% Iron ore futures slid to $92 US a tonne, which hurt our big miners. BHP traded 1.2% lower, Fortescue fell 4%, while Rio Tinto lost 1.1%. While down over 1% were ANZ, Origin Energy, and Qantas Cochlear pushed 0.8% higher to $283.78 AUD/USD: 65 US cents AUD/GBP: 48.3 Pence AUD/EUR: 56 Euro cents AUD/JPY: 94 Yen AUD/NZD: 1.08 NZ dollars See omnystudio.com/listener for privacy information.
Is this the most undervalued diamond project in North America?Star Diamond (TSX: DIAM) is a Canadian company advancing one of the most promising diamond development projects in North America. Chair, President, and CEO Ewan Mason breaks down a nearly $10 million funding from Spirit Resources and what it means for the future of the Fort à la Corne Project in Saskatchewan.With a 72-year mine life potential, a recently updated resource, and a history of major backing from Rio Tinto, Star Diamond is ready to take a big step forward with some of the world's top-quality diamonds.Learn more about Star Diamond: https://www.stardiamondcorp.com/Watch the full YouTube interview here: https://youtu.be/tcJCk-4HZxI?si=OlK0IZbaCVTdEyLc And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Endolith is a Denver-based biotech startup revolutionizing mining by leveraging microbes to sustainably extract copper and lithium from low-grade ores. Founded in 2023, the company employs custom-engineered microbial communities, adaptive biohatcheries, and real-time cloud-based monitoring to enhance mineral recovery while minimizing environmental impact. Endolith's innovations have demonstrated significant improvements in copper extraction, attracting partnerships with industry leaders like BHP and Rio Tinto. Their approach not only boosts efficiency but also reduces reliance on harmful chemicals, aligning mining practices with clean energy goals.–Dr. Liz Dennett is a technologist and entrepreneur with nearly two decades of experience in biotech and energy industries.Previously, she was the CTO of Cemvita, developing nature-inspired biosolutions for a carbon-neutral future. Liz has held senior roles at Wood Mackenzie, AWS, Biota Technology, Hess Corporation, and the NASA Astrobiology Institute. She is also an advisory board member for the UW-Madison Dept. of Geoscience. Liz holds a MS and PhD in geoscience and astrobiology from the University of Wisconsin-Madison–We talked about reasons for her purple hair, copper demand expected to double by 2050, specially evolved microbial communities combined with cloud computing to enhance copper recovery, relying on internal validation over external approval, and bad mining puns.--
The trade war between the US and China has threatened to boil over again, just weeks after a truce was declared. MARKET WRAP: ASX200: down 0.24%, 8414 GOLD: $3,289 US/ounce BITCOIN: $162,704 Soul Patts rose 16.4%, and Brickworks gained 27.6% after a $14 billion merger deal was struck. Aluminium companies were scared off by the weekend lift in tariffs by the US, with Alcoa down 4.8%, and South32 dropping 3.6%. BHP lost 1.2%, Fortescue down 2.5% and Rio Tinto off by 1.7%. Mineral Resources fell another 11.8% to $19.58. Bluescope Steel gained 4.4% to $23.75 James Hardie up 1.4% to $35.94 Wisetech, Sigma Healthcare, and Origin Energy were all lower Up by more than 1% was QBE, Coles and Xero CURRENCY UPDATE: AUD/USD: 64.8 US cents AUD/GBP: 47.8 pence AUD/EUR: 56 Euro cents AUD/JPY: 92 yen AUD/NZD: 1.07 Dollars See omnystudio.com/listener for privacy information.
Compass, episode 17Our previous interview: https://www.cruxinvestor.com/posts/why-resource-stocks-dip-in-spring-rise-in-fall-7159Recording date: 30 May 2025Olive Resource Capital delivered exceptional Q1 2025 results, reporting over $1.1 million in net returns—equivalent to one cent per share—while their stock trades between three and four cents. The portfolio gained 17% during the quarter, with net asset value per share rising over 20% due to strategic share buybacks.Executive Chairman Derek Mcpherson and President/CEO Sam Pelaez attribute the record performance to a fundamental shift in investment strategy. The firm abandoned diversified holdings in favor of concentrated, high-conviction positions in companies like Omai and Troilus. "We weren't winning enough" with their previous approach, Pelaez explained, prompting the move toward fewer but stronger positions.The strong Q1 was primarily driven by precious metals exposure, particularly gold, though momentum has flattened through May. This has shifted focus toward copper opportunities, where the managers see significant potential despite market inefficiencies.A key catalyst emerged from operational problems at Ivanhoe Mines' Kamoa-Kakula facility in the Democratic Republic of Congo—one of the world's top five copper assets. Despite the flooding-related shutdown, copper prices remained surprisingly stable. "Normally when a top five copper asset shuts down the market moves," Mcpherson noted, suggesting the muted response may create entry opportunities.The copper investment landscape presents unique challenges, with only five to eight meaningful mid-cap companies available, each carrying specific drawbacks that stretch valuations. Olive Resource maintains copper exposure through junior developers including Arizona Metals, backed by Rio Tinto and Hudbay, and Sterling Metals, which recently announced impressive drill results of 359 meters at 0.36% copper equivalent.The firm's dual-portfolio approach—maintaining liquid positions for tactical trading while holding concentrated junior positions for fundamental plays—reflects sophisticated market understanding. With major copper assets going offline while demand projections grow, Olive Resource appears well-positioned for potential copper market inflection points.Sign up for Crux Investor: https://cruxinvestor.com
US stocks jumped yesterday after President Donald Trump said trade talks with the EU were headed in a "positive" direction, and McKinsey cut 10 per cent of its staff in an effort to increase profits. Plus, Asian currencies are getting a boost from investors' bets on US trade deals and the FT's Leslie Hook explains what's next for Rio Tinto after it asked its chief executive Jakob Stausholm to step down. Mentioned in this podcast:US stocks jump as Donald Trump touts ‘positive' progress on EU trade talksAsian currencies boosted by investor bets on US trade dealsMcKinsey sheds 10% of staff in two-year profitability drive Rio ousted chief Jakob Stausholm to seek boss with more mining experienceToday's FT News Briefing was produced by Sonja Hutson, and Marc Filippino. Additional help from Blake Maples and Michael Lello. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Sobre el posible contenido de la próxima y última Cuenta Pública del Presidente Gabriel Boric y la fuerte presencia de las empresas mineras chilenas en el grupo empresarial multinacional “Rio Tinto”, Iván Valenzuela conversó con Mónica Pérez y Marily Lüders en una nueva edición de Rat Pack de Mesa Central.
Kapitalfondn EQT vil sælge selskabet bag Molslinjen for stort milliardbeløb. Jakob Stausholm er færdig i Rio Tinto efter ca. fire år. Eksperter spekulerer i udskiftninger i bestyrelsen i Novo og potentielt fyringer. Dansk Erhverv kræver lavere selskabsskat. Trump får sin store lovpakke med skattelettelser gennem Repræsentanternes Hus. Investorer frygter amerikansk gæld. Vært: Lasse Ladefoged (lala@borsen.dk)
Début de semaine très électoral en Europe puisqu'on votait dimanche (18 mai 2025) en Roumanie, en Pologne et au Portugal... Partout l'extrême droite a obtenu des résultats historiques, mais pas la victoire. C'est le cas en Roumanie, pays sur lequel tous les projecteurs étaient braqués. C'est finalement le candidat pro européen et pro Ukraine Nicusor Dan, qui l'a emporté devant le candidat de l'extrême droite George Simion. L'analyse de Jacques Rupnik, directeur de recherche émérite au Ceri et grand spécialiste de l'Europe centrale. Le pays sort divisé et secoué par cette campagne électorale... il faut le rappeler, un premier scrutin a été invalidé par la Cour constitutionnelle pour manipulation des réseaux sociaux... et cela a d'ailleurs continué hier puisqu'une fausse information circulait hier sur Tiktok mettant en cause la France qui aurait eu des projets d'incitation à la guerre civile. Lutter contre ces fausses informations, c'est aussi au cœur de la campagne pour les élections présidentielles en Pologne, dont le premier tour se tenait hier... le gouvernement a mis en place ce qu'il appelle un parapluie électoral. Le reportage à Varsovie d'Adrien Sarlat.Les Polonais vont voter au second tour pour les présidentielles le 1er juin 2025, là encore, le choix aura un impact fort sur les réformes dans le pays, mais aussi sur la géopolitique européenne. Les étudiants serbes militent contre la corruption et les atteintes à l'environnementLes étudiants serbes manifestent depuis six mois contre la corruption du gouvernement. Et en particulier contre le scandale de la gare de Novi Sad dont l‘écroulement de l'auvent, tout juste rénové, a causé la mort de 16 personnes en novembre 2024. Blocages de rues, grèves, courses à vélo à travers tout le pays jusqu'au siège des institutions européennes à Bruxelles. Le mouvement ne faiblit pas. Et voilà qu'il s'intéresse aussi au projet de la multinationale Rio Tinto qui prévoit d'exploiter une des plus grosses mines de lithium du monde, avec de graves conséquences pour l'environnement. Reportage à Loznica de Louis Seiller. À lire aussiSerbie: les étudiants exigent la dissolution du Parlement et la convocation d'élections anticipées La déportation des tatars de Crimée en 1944Alors que les négociations diplomatiques se poursuivent, les Ukrainiens commémoraient hier les 81 ans de la déportation en 1944 de 200 000 tatars de Crimée par Staline. À Kiev, notre correspondante Emmanuelle Chaze. À lire aussiIl y a 81 ans, des centaines de milliers de Tatars de Crimée étaient déportés par Staline
This episode runs through what the new Division 296 tax is, who it impacts, what investors should do to prepare for it.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.Shani's Future Focus column takes a deep dive into the controversial Division 296 tax - also known as the unrealised capital gains tax in super. She runs through how it works, why more Aussies are going to be impacted by it than we think and what investors can do to prepare for it.Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. In this week's edition of Unconventional Wisdom, Mark has looked at 3 lessons to ignore from the Oracle of Omaha. With most Aussies now holding at least one ETF in their portfolio, it's a hard proposition to ignore for beginner investors. Following on from her previous column on the beginner ETF portfolio, this week Sim explores the Aussie equity ETF market and compares two investor favourites in this category. Joseph's featured article is the first edition of Stock Showdown, a new series that uses Morningstar insights to compare the business and investment merits of different ASX companies. To kick things off, Joseph enlisted the help of our global mining analyst Jon mills to compare BHP and Rio Tinto. How similar are the two mining heavyweights, where do they differ, and which would Jon choose if he had to? Find out in the first Stock Showdown. Hosted on Acast. See acast.com/privacy for more information.
In this final episode of The Power of AI in Brick by Brick, host Jason Reichl speaks with Puneet Matai, Data and AI Governance Lead at Rio Tinto Commercial, to explore the critical intersection of AI governance, risk management, and innovation in highly regulated industries, particularly focusing on financial services.
Jason is the Managing Director of Powerhouse Renewables in Perth, Australia. Powerhouse is seeing good results from some work they've completed with Rio Tinto. Powerhouse is unlike most renewables companies, they not only deliver renewable solutions but they also ensure that the energy transition is optimized through energy efficient technologies.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Iran Peace Talks Falter as Trump Suspects Stalling – Despite optimistic signals from U.S. and Iranian negotiators, President Trump warns the Ayatollah may be playing for time, possibly to build a nuclear weapon. Meanwhile, 80,000 Yemeni troops prepare to launch a massive offensive on the Iran-backed Houthis. Trump Blasts Zelenskyy, Mulls Shock Strategy in Ukraine – After Zelenskyy criticized Vice President Vance, Trump fires back and suggests it may be time for Europe to take full responsibility for the war. He hints at ending U.S. support unless progress is made in peace talks. China Squeezes Europe with Rare Earth Embargo – No shipments of critical minerals to Germany for weeks, pushing Europe toward economic crisis. Trump allies speculate Beijing may have secretly undermined U.S. and EU mining efforts through environmental activism and elite influence. Congo Minerals Deal Inches Closer – Trump's envoy says there's a “path forward” for U.S. access to Congo's $20T in mineral riches. Companies like Rio Tinto and KoBold Metals are lining up, potentially reshaping the global supply chain. U.S.-Mexico Water Conflict Heats Up – Trump threatens tariffs and sanctions over Mexico's failure to release treaty-mandated water to Texas. He also floats an FDR-scale civil works plan to desalinate and reroute water from northern Mexico into the American Southwest. Probiotics Boost Mood and Emotional Intelligence – New Dutch research finds that gut health supplements reduce stress and improve emotional perception, possibly offering new hope for autism treatment and everyday mental health. "And you shall know the truth, and the truth shall make you free." - John 8:32