The Mining Insider - Daily Mining News & Industry Insights
Welcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry.
What You’ll Get in Every Episode:
Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs.
Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry.
Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry.
Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource extraction.
Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future.
Who Should Listen?
Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector.
Why Subscribe?
Stay informed in just 5 minutes – No fluff, just high-impact mining news.
Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond.
Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data.
Timely & actionable insights – Know what’s happening today and how it affects the future of mining.
The Mining Insider: Your Competitive Edge in Mining & Resources
With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance.
Subscribe today on Spotify, Apple Podcasts, Google Podcasts, or your favorite podcast platform, and join the industry professionals, executives, and investors who rely on The Mining Insider for their daily mining news.
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Episode Date: June 22, 2026 | Host: Logan Ore On today's Mining Insider: US-Iran Switzerland talks: 60-day roadmap agreed; Hormuz communication line established; Brent at $78; VP Vance calls talks 'historic'; technical discussions continue through the week China rare earth ban: 10 US entities on export control list — MP Materials and USA Rare Earth named; immediate full prohibition (upgrade from licence requirement); 46 more US firms hit by China finance ministry procurement ban Energy Fuels Pen...
Episode Date: June 21, 2026 | Host: Logan Ore On today's Mining Insider: Strait of Hormuz: Iran re-closes June 20 citing Israeli ceasefire violations; 55 merchant ships still transited per US CENTCOM; Brent at $80, 30% below March peak of $118; US-Iran talks in Switzerland; energy costs and LNG directly affecting global mining operating economics Trump Copper Tariff: Commerce Department Section 232 review due end of June; phased tariff scenario 15% Jan 2027 / 30% 2028; Comex-LME premium elevated...
Episode Date: June 20, 2026 | Host: Logan Ore On today's Mining Insider: Newmont Red Chris Block Cave: BC grants Environmental Assessment Certificate and Mines Act permit; 20Moz gold + 13B lbs copper resource; several billion in capex; FID targeted late 2026; 1,800 construction jobs; mine life to mid-2040s Vale Base Metals + Glencore Sudbury JV: brownfield copper project; 880,000t copper over 21 years; $1.6–$2B capex; equal-partner JV upon study completion Ghana / Gold Fields Tarkwa: government ...
Episode Date: June 19, 2026 | Host: Logan Ore On today's Mining Insider: BHP flags a $2.3 billion impairment on Jansen Stage 2 as costs rise to $6.9 billion — third overrun in three years; first production pushed to FY2031 Three unions (AWU, AMWU, ETU) issue joint final ultimatum to BHP at Port Hedland; $120M/day revenue and $7M/day WA royalties at risk Rio Tinto restructures into three product groups (Iron Ore; Aluminium & Lithium; Copper) effective immediately; Borates and Iron & Titan...
The Mining Insider — June 18, 2026. Host: Logan Ore. Today's stories: 1. BHP Port Hedland faces a three-union strike as the AWU files a protected action ballot — joining ETU (100% vote) and AMWU (89% vote); Resources Minister Madeleine King issues a public please explain to BHP; strikebreakers reportedly recruited at up to $93/hr; BHP warns $120M/day in revenue and $7M/day in WA royalties at risk. 2. Mongolian Radical Reform Movement blockades the Oyu Tolgoi copper mine road to China on June 17 ...
The Mining Insider — June 17, 2026. Host: Logan Ore. Today's stories: 1. Offshore Alliance and Inpex reach Enterprise Bargaining Agreement ending the Ichthys LNG strike — 400+ members endorse 3.75% annual wages, improved job security; one liquefaction train was shut down, approximately US$200M in production lost; cargo loading resumes by 6 PM AWST. 2. G7 summit closes in Évian-les-Bains with binding commitment that no single nation supplies more than 60% of critical mineral imports by 2030; sect...
The Mining Insider — June 16, 2026. Host: Logan Ore. Today's stories: 1. Inpex SVP Bill Townsend confirms Ichthys LNG production disruption is 'imminent and significant'; Offshore Alliance extends strikes to July 6, threatening 2% of global LNG output and 9.3 Mtpa of exports mainly to Japan. 2. Lobito Atlantic Railway receives the first copper train from the DRC since reopening the flood-damaged Lobito–Huambo section; the 1,300-km corridor has handled nearly 500,000 tonnes of minerals in 2026 an...
The Mining Insider — June 15, 2026. Host: Logan Ore. Today's stories: 1. China's State Council Decree 839 takes effect — 36 minerals including rare earths, lithium, cobalt, gallium and germanium formally designated as national strategic minerals under full-chain state control, with centralized mining rights, joint export review, and a three-tier reserve system. 2. Australia's Offshore Alliance extends Ichthys LNG strikes past June 23 after FWC rejection of Inpex's suspension bid; BHP's Port Hedl...
The Mining Insider — June 14, 2026. Host: Logan Ore. Today's stories: 1. Australia's Fair Work Commission rejects Inpex's bid to terminate industrial action at Ichthys LNG — facility shutdown expected June 16-17, cargo loading bans cutting ~10% of Australian LNG exports to northeast Asia. 2. Agnico Eagle's acquisition of Rupert Resources receives final BC Supreme Court approval — deal closes June 16, adding Finland's Ikkari gold project to Agnico's northern European portfolio. 3. Rio Tinto and C...
Today on The Mining Insider: The BHP Port Hedland labor dispute has escalated to approximately 450 workers with strikes possible as early as this week. Opposition Leader Angus Taylor warned that WA is repeating the 1980s. A full port shutdown would cost over $120M per day in revenue and $7M per day in state royalties. Bargaining session June 23. Mozambique enacted 15% mandatory state ownership in all mining ventures — third African nation after Zimbabwe and DRC to tighten critical minerals terms...
Today on The Mining Insider: More than 200 workers at BHP's Port Hedland iron ore facility in Western Australia have authorized rolling strikes that unions say could cost $120 million per day, with both the ETU and AMWU voting overwhelmingly in favor. BHP is accused of hiring strikebreakers at $93/hour; a bargaining session is scheduled for June 23. Glencore has reversed its February freeze on nearly $300 million in environmental investments at the Horne Smelter in Rouyn-Noranda — Canada's only ...
Today on The Mining Insider: Rio Tinto and Glencore are seeking to extend the preparation period for their proposed $235 billion merger — the deal that would create the world's largest mining company — as both sides continue to work through valuation. US forces launched new strikes against Iran in retaliation for the downing of a military helicopter even as ceasefire talks continued; gold fell 2.6% and base metals dropped across the board, with US inflation hitting 4.2% adding rate-hike pressure...
Today on The Mining Insider: The US House of Representatives passed the DOMINANCE Act on Monday — bipartisan legislation aimed at China's 90% grip on rare earth processing — the same day the Department of Energy committed $134 million to rare earth extraction projects in Louisiana and Oklahoma. In Australia, Inpex has applied to the Fair Work Commission to halt an escalating strike at its 9.3 million tonne-per-year Ichthys LNG project near Darwin, with cargo loading bans starting June 11 and up ...
Today on The Mining Insider: Iran and Israel announced a mutual halt to attacks early Monday, and President Trump told reporters that the Strait of Hormuz will open immediately upon signing a deal — which could be in two or three days. Brent crude has retreated to $93.13 per barrel. For mining operators managing three months of elevated energy input costs, a Hormuz resolution would be the most material cost event of the year. Meanwhile, Trafigura has halted zinc concentrate shipments from Cuba's...
Today on The Mining Insider: Story 1 — Hormuz Day 99 / OPEC+ Fourth Hike: Tanker traffic down 90-95% from pre-war baseline; widespread dark shipping eliminates real-time oil/LNG flow visibility. US struck Iranian radar on Goruk and Qeshm islands; Iran's IRGC claims retaliatory strikes on US bases in Kuwait and Bahrain; Kuwait reports ballistic missile intercepts. Brent crude above $96/bbl. OPEC+ preparing fourth quota hike since closure — limited effect as spare capacity cannot bypass Hormuz. Ir...
Today on The Mining Insider: Story 1 — Sherritt International Exits Cuba: Trump's Executive Order 14404 (May 1, 2026) sanctioned Moa Nickel SA and set a June 5 deadline for foreign companies to sever ties with Cuba's GAESA conglomerate. Sherritt suspended operations in May and repatriated staff. Cuba owes Sherritt at least $344M, including ~$277M from the Moa Joint Venture (nickel and cobalt). Sherritt is also exiting Energas S.A. A preliminary deal with Gillon Capital (Texas, Ray Washburne) cou...
Today on The Mining Insider: Story 1 — Indonesia Cuts Nickel Ore Quota: Indonesia's energy ministry cut the 2026 nickel ore production quota to 260-270 million metric tonnes — below last year's 320 million tonnes produced and far short of FINI's 340-350 million tonne demand estimate. FINI chairman Arif Perdana Kusuma confirmed smelter capacity utilization has dropped to 76% nationally (from 84%), with some lines in South Sulawesi and Central Sulawesi below 50%. Weda Bay Nickel (Eramet) halted or...
Today on The Mining Insider: Story 1 — Hezbollah Rejects Lebanon Ceasefire / Hormuz Day 96: Hezbollah formally rejected the latest US-brokered ceasefire framework, keeping the Strait of Hormuz in effective closure. Trafigura's half-year report calls it the largest energy crisis in history — 14 million barrels per day shut in, over 1.1 billion barrels removed from global markets, diesel up 60%, jet fuel up 70%. Trafigura net profit tripled to $4.1 billion in six months. Story 2 — CNNC Approved fo...
USA Rare Earth (Nasdaq: USAR) executed definitive agreements with the US Department of Commerce to unlock nearly $1.6 billion in CHIPS Act funding — the largest US rare earth government financing on record. Package: $277 million in federal grants + up to $1.3 billion in senior secured loans, milestone-based disbursements. Total capital now $3.5B. Funding supports integrated mine-to-magnet supply chain: Texas deposit (production 2028), Stillwater Oklahoma magnet plant (first line commissioned Apr...
Iran fired ballistic missiles at Kuwait and Bahrain on Tuesday — the most serious direct military exchange yet. Iranian missiles aimed at Kuwait disintegrated mid-flight; those targeting US Navy 5th Fleet headquarters in Bahrain were intercepted. US Central Command struck an Iranian ground control station on Qeshm Island. The IRGC stated: 'We had previously cautioned that any act of aggression would elicit a distinct and more intense response.' Trump told ABC News: 'I think you're talking about ...
Iran's semi-official Tasnim agency reported Monday that Iranian negotiators ceased all indirect communications with the United States, citing Israel's renewed strikes on Hezbollah in Beirut as a ceasefire violation. Iran and affiliated groups committed to "entirely obstruct the Strait of Hormuz" and activate the Bab el-Mandeb Strait. Foreign Minister Araghchi: "A violation on one front constitutes a violation across all fronts." Brent crude surged more than 7% to approximately $97/bbl. Iranian c...
The US-Iran framework to end the conflict and reopen the Strait of Hormuz remains unsigned. Trump emerged from a two-hour Situation Room meeting Friday without an announcement, then sent a revised draft to Tehran with tougher terms on Iran's highly enriched uranium stockpile and Hormuz transit fees. Over the weekend, the US military struck Iranian radar and drone sites near Goruk and Qeshm Island. Iran's parliament speaker said Tehran will not accept any deal that fails to secure Iranian rights....
The Hormuz ceasefire is holding — barely. The framework that US and Iranian negotiators had tentatively agreed to earlier in the week has been sent back to Tehran after President Trump requested multiple amendments, primarily focused on Iran's nuclear materials management. US officials said Iran could take several days to respond. Trump said he is in no rush, but added there will be a deal. In the meantime, the US military disabled the Gambian-flagged cargo vessel Lian Star with a Hellfire missi...
Today on The Mining Insider: 1. Anglo American $3.7B Loss / De Beers Writedown — Anglo posted a $3.7B net loss after a fresh $2.3B pre-tax impairment on De Beers. Total De Beers writedowns: $6.8B over the past year. Third straight annual production decline; 2026 output forecast cut. CEO Duncan Wanblad: 'There is at the moment a plentiful supply of rough diamonds in the market.' Two flagship coal mines halted by fire. Sale process at 'advanced stage'; Botswana government must be consulted on part...
Today on The Mining Insider: 1. US-Iran Hormuz Ceasefire Deal — US and Iranian negotiators reached tentative agreement on a 60-day memorandum of understanding: Iran removes mines within 30 days; US lifts naval blockade of Iranian ports and provides limited sanctions waivers on Iranian oil sales; framework opens pathway to nuclear talks. Trump had not yet approved as of May 29. Iran's Tasnim News said text not yet finalized. If completed: most significant development since the conflict began Febr...
Today on The Mining Insider: 1. Japan Copper Smelter Consolidation — JX Advanced Metals, Mitsui Kinzoku, Marubeni, and Mitsubishi Materials signed a definitive agreement on May 28, 2026 to consolidate copper operations under Pan Pacific Copper. Mitsubishi Materials splits off its concentrate purchasing and refined product sales into PPC via an absorption-type company split. Transaction effective October 1, 2026 (subject to JFTC approval). Ownership: JX 32.5%, Mitsubishi 32%, Mitsui Kinzoku 21.9%...
Today on The Mining Insider: 1. LNG Tankers Exit Hormuz — For the first time since late February, LNG tankers are transiting the Strait of Hormuz. ADNOC's Umm Al Ashtan reappeared northwest of Muscat on May 23, loaded for India. Two Qatar LNG tankers have also cleared the strait. A US-Iran 60-day ceasefire extension is reportedly being finalized — Iran would remove mines, allow unrestricted passage, and the US would ease select sanctions. Brent near $98-100/bbl. UBS: global oil inventories fell ...
In today's episode of The Mining Insider, Logan Ore covers four major developments shaping the global mining industry: 1. US Strikes Iran Near the Strait as Deal Talks Continue — US and Israeli jets struck Iranian vessels attempting to lay mines in the Strait of Hormuz and targeted missile sites near Bandar Abbas. Secretary of State Rubio confirmed the strikes and said the Strait must remain open 'one way or the other.' Oil rebounded toward $98/bbl after Monday's dip below $100. Copper LME held ...
In today's episode of The Mining Insider, Logan Ore covers four major developments shaping the global mining industry: 1. Iran Deal Hopes Send Oil Below $100 — President Trump says a US-Iran framework to reopen the Strait of Hormuz is largely negotiated. Brent crude falls 4.6% to $98.80/bbl, WTI drops 4.7% to $92/bbl. The Strait has been effectively closed since February 28, cutting ~20% of global oil and LNG flows and driving up diesel, sulphuric acid, and freight costs for mines worldwide. Ana...
In today's episode of The Mining Insider, Logan Ore covers three major developments in global mining: 1. China's Coal Mine Rescue Enters Day Three — The official death toll at the Liushenyu mine in Shanxi province stands at 82, with 2 miners still unaccounted for. Reconnaissance robots have been deployed after toxic gases blocked human rescue teams from going deeper. Authorities confirm the operating company — Shanxi Tongzhou Group — committed serious violations of laws, executives have been det...
