Lithium Wars, Rare Earths Clampdown & AI Gold Rush: BHP’s Power Play, Canada’s Export Crackdown, and PDAC Day 2 (28/02/25)
Feb 28, 2025•6 min•Ep. 3
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Episode description
The Mining Insider host Logan Ore delivers urgent updates from the frontlines of global mining:
- BHP’s Lithium Gambit: Breakdown of the $6.2B Liontown takeover and its ripple effects on EV makers and lithium markets.
- Canada’s Rare Earths Shock: How new export rules could redraw global supply chains and spark trade wars.
- Rio Tinto’s AI Revolution: Can machine learning solve the mineral discovery crisis? PDAC reactions and nickel-staking frenzy.
- PDAC Day 2: Uranium’s comeback, copper’s supercycle, and historic Indigenous mining deals.
SEO Keywords: BHP lithium acquisition, Canada rare earth export restrictions, Rio Tinto AI exploration, PDAC 2025 uranium, copper price forecast 2026, critical minerals infrastructure fund.
Sources: BHP press release, Natural Resources Canada, Rio Tinto PDAC presentation, Benchmark Mineral Intelligence, Goldman Sachs metals report.
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