3+ hour, 47+ min ago  (863+ words) BY MUFLIH HIDAYAT ON JULY 20, 2026 The district's copper endowment is predominantly expressed through Iron Oxide Copper-Gold (IOCG) mineralisation, a deposit style characterised by large volumes of iron oxide alteration hosting economic concentrations of copper and, in many cases, gold. Understanding…...

3+ hour, 47+ min ago  (381+ words) BY MUFLIH HIDAYAT ON JULY 21, 2026 The conversion of lithium sulphate eluate into battery-grade lithium carbonate involves several sequential unit operations, each of which must be engineered around the specific composition of the feed stream. Furthermore, lithium brine extraction at this…...

15+ hour, 43+ min ago  (472+ words) BY MUFLIH HIDAYAT ON JULY 20, 2026 Understanding what is driving the tension around the Sherritt recapitalisation note holders requires looking beyond the headlines and into the mechanics of how distressed capital structures actually function. Sherritt publicly acknowledged constrained liquidity, material going-concern…...

20+ hour, 58+ min ago  (1040+ words) BY MUFLIH HIDAYAT ON JULY 20, 2026 When one of Australia's most celebrated mining entrepreneurs commits nearly $190 million to a single tungsten producer, it signals something far larger than a portfolio tweak. It reflects a structural realignment in how sophisticated capital views…...

21+ hour, 44+ min ago  (620+ words) BY WILLIAM HADRIAN ON JULY 20, 2026 The first two holes of the maiden drilling campaign at Morro do Ferro have been completed using HQ triple-tube diamond core methodology, a technique chosen specifically to maximise core recovery and support high-quality analytical, geological…...

3+ day, 5+ hour ago  (1534+ words) BY MUFLIH HIDAYAT ON JULY 17, 2026 Understanding why this number carries such outsized significance requires more than a glance at a price chart. It demands an appreciation of how psychological anchors, institutional positioning, monetary policy signals, and technical chart structure interact…...

3+ day, 8+ hour ago  (784+ words) BY MUFLIH HIDAYAT ON JULY 17, 2026 The Kodal Minerals Bougouni repayment of US$13 million from Les Mines de Lithium de Bougouni (LMLB) to Kodal Mining UK (KMUK) is not simply a cash transfer between entities. It is evidence that a specific…...

3+ day, 11+ hour ago  (986+ words) BY MUFLIH HIDAYAT ON JULY 17, 2026 Industrial disputes of this magnitude rarely materialise overnight. The breakdown at Port Hedland followed approximately seven months of failed enterprise bargaining that began in October 2025, culminating in a workforce rejection of BHP's proposed agreement on…...

3+ day, 6+ hour ago  (520+ words) BY MUFLIH HIDAYAT ON JULY 18, 2026 Brazil's mining investment story is anchored by long-cycle capital confidence. Vale's commitment of $12.36 billion to Minas Gerais operations through 2030 is a particularly meaningful signal: at that investment scale and duration, Vale is essentially betting on…...

3+ day, 3+ hour ago  (803+ words) BY MUFLIH HIDAYAT ON JULY 18, 2026 Most investors operate under a simple assumption: when the world becomes more dangerous, gold goes up. Wars, sanctions, naval standoffs, and diplomatic crises have historically pushed capital toward the precious metal as a refuge from…...