The Mining Insider

The Mining Insider

By Logan Ore - The Pro PodcastersNewsEducation
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The Mining Insider episodes

  • Newmont's Record Quarter, Ghana's New Gold Royalty, and Copper Holds Above $6 (2026-04-24)
    Newmont's Record Quarter, Ghana's New Gold Royalty, and Copper Holds Above $6
    Newmont Q1 2026: record net income $3.3B, FCF $3.1B, avg realized gold $4,900/oz, AISC $1,029/oz, production 1.30M oz (down 16% YoY due to Australian bushfires/rainfall + planned maintenance), $6B buyback authorized, full-year guidance maintained at 5.26M oz. CEO Natascha Viljoen: "all-time record $3.1 billion in quarterly free cash flow."
    Ghana new sliding gold royalty (5-12% by gold price, enacted March 10, 2026): $185/oz AISC impact on Ghana operations, $25/oz impact on total Newmont AISC. Applies to all Ghana gold operators.
    Copper at $6.01/lb April 24, up 24% over past month. J.P. Morgan forecasts $12,500/mt Q2 2026. Global refined deficit ~330,000 tonnes. Grasberg force majeure ongoing.
    NOTE: Audio pending — ElevenLabs platform quota exhausted. Will be added when quota restores.
    9 min
  • USA Rare Earth's $2.8 Billion Rare Earth Bet, BHP Sets Records and Shuffles Leadership, and Peru's Election Keeps Mining Investors in Limbo (2026-04-22)
    USA Rare Earth acquires Serra Verde (Brazil) for $2.8B — only non-Asia producer of all 4 magnetic REEs; DFC-backed; 15-year US government offtake. BHP nine-month review: records at Escondida + WAIO, copper guidance lifted, Brandon Craig to replace Mike Henry as CEO, Queensland coal review. Peru election: Fujimori in runoff, 14,000-ballot gap for second slot.
    11 min
  • LME Metals Hit All-Time High, Codelco Eyes 2027 Production Crown, and Chile's Most Audacious Copper Deal Gets Its Permitting Blueprint (2026-04-18)
    The London Metal Exchange's six-metal index closed at an all-time high on April 17th, driven by a deepening aluminum supply crisis from Gulf smelter damage and Strait of Hormuz disruption. Chile's Codelco has set an internal 2027 copper target of 1.5 million tonnes to reclaim the world's top producer title from BHP. And Codelco and Anglo American revealed a legally unprecedented dual-track environmental filing strategy for their shared Andina-Los Bronces copper pit, targeting 120,000 additional tonnes per year from 2030 to 2051.
    ---
    STORIES IN THIS EPISODE:
    • LME base metals index hits all-time high on aluminum supply crisis from Middle East war
    • Codelco targets 1.5 million tonnes copper in 2027 to reclaim world top producer title
    • Codelco and Anglo American pursue unprecedented dual-track environmental approvals for shared Andina-Los Bronces copper pit
    ---
    COMMODITIES COVERED: aluminum, copper, gold, iron ore
    KEYWORDS: LME aluminum record, Gulf aluminum supply crisis, Codelco 2027 copper guidance, Andina Los Bronces copper pit, Anglo American Chile, copper permitting Chile, Emirates Global Aluminium force majeure, base metals index record, Strait of Hormuz metals, copper supply outlook 2027
    ---
    SOURCES:
    • Bloomberg News: https://www.bloomberg.com/news/articles/2026-04-17/london-metals-index-at-record-high-on-aluminum-black-hole-fear
    • Yahoo Finance / Bloomberg: https://finance.yahoo.com/markets/commodities/articles/london-metals-index-record-high-094113277.html
    • Investing.com: https://www.investing.com/analysis/aluminum-at-a-4year-high-as-hormuz-disruption-reprices-the-supply-chain-200678325
    • Mining Reporters: https://www.miningreporters.com/noticia/news/2026/04/codelco-targets-higher-2027-output-reclaim-top-copper-producer
    • Mining.com: https://www.mining.com/web/codelco-targets-higher-2027-output-to-reclaim-top-copper-spot/
    • Reuters / Energy News: https://energynews.oedigital.com/mineral-resources/2026/04/16/codelco-and-anglo-seek-two-environmental-approvals-for-a-shared-chile-copper-mine
    ---
    The Mining Insider is produced daily. Follow Logan Ore on Spotify, Apple Podcasts, and all major platforms.
    9 min
  • Senate Lifts Minnesota Mining Ban, Chile Chases 6 Million Tonnes, and a $2.7B Idaho Gold Loan Hits Its Final Hurdle (2026-04-17)
    The US Senate voted 50–49 to repeal the Biden-era withdrawal of 225,000 acres of Minnesota's Superior National Forest from mining, clearing a federal path for Twin Metals' copper-nickel project in the Duluth Complex. Chile's government under President Kast is targeting 6 million metric tonnes of annual copper output in 4–5 years, well ahead of prior projections, with US investors showing strong interest. And Perpetua Resources' $2.7 billion Export-Import Bank loan for Idaho's Stibnite Gold Project — which would be the only US mined source of antimony — is in its final 25-day Congressional review window ahead of an expected final board vote around April 25.
    ---
    STORIES IN THIS EPISODE:
    • US Senate vote on H.J. Res. 140 lifting Minnesota mining withdrawal
    • Twin Metals Minnesota copper-nickel project in the Duluth Complex
    • Chile copper production expansion under President Kast
    • Perpetua Resources $2.7B EXIM loan Congressional review
    • Stibnite Gold Project antimony supply and national security
    ---
    COMMODITIES COVERED: copper, nickel, cobalt, gold, antimony
    KEYWORDS: Minnesota mining ban, Twin Metals Duluth Complex, copper-nickel mine Superior National Forest, Chile copper output 6 million tonnes, Perpetua Resources EXIM loan, Stibnite Gold Project antimony, critical minerals supply chain, copper price 2026
    ---
    SOURCES:
    • E&E News: https://www.eenews.net
    • Inside Climate News: https://insideclimatenews.org
    • Earthjustice press release: https://earthjustice.org
    • Mining.com / Bloomberg News: https://www.mining.com
    • BHP press release — Escondida New Concentradora: https://www.bhp.com
    • The Northern Miner: https://www.northernminer.com
    • Perpetua Resources press release: https://www.perpetuaresources.com
    • Mining.com: https://www.mining.com
    • Morningstar / Dow Jones: https://www.morningstar.com
    ---
    The Mining Insider is produced daily. Follow Logan Ore on Spotify, Apple Podcasts, and all major platforms.
    11 min
  • Gold Expansions, Rare Earth Riches & Copper Chaos: Duparquet Drilling, Nyanzaga Launch, and Greenland’s Strategic Find (28/04/25)

    Host Logan Ore dissects April 28th’s critical developments:

    1. Duparquet’s Drill Surge: First Mining’s second rig accelerates exploration in Quebec’s Abitibi gold belt.
    2. Nyanzaga’s $523M Bet: Perseus Mining bets big on Tanzanian gold, targeting 2027 production.
    3. Copper’s Price Rollercoaster: Tariff tensions and inventory drops keep traders guessing.
    4. Greenland’s Rare Earth Boom: Eclipse Metals’ 2.01% TREO discovery reshapes supply chain dynamics.
    5. Cobalt’s Supply Shock: DRC’s export halt tightens markets, but long-term surplus looms.

    Keywords: First Mining Duparquet, Perseus Nyanzaga, copper price volatility, Eclipse Metals Greenland, cobalt DRC export halt, Peru copper forecast.

    6 min
  • Rare Earth Delays, Indigenous Conservation & U.S. Reform: Russia’s Setback, Brazil’s Ywy Ipuranguete, and Pilbara’s Green Lithium (04/04/25) Show Notes:

    Host Logan Ore dissects April 4th’s pivotal developments:

    1. Russia’s Rare Earth Delay: Zashikhinskoye’s decade-long postponement tightens global supply and amplifies Western vulnerabilities.
    2. Brazil’s Indigenous Stewardship: How Ywy Ipuranguete’s 6M-hectare initiative reshapes mining access and biodiversity protection.
    3. U.S. Critical Mineral Act: Bipartisan bill aligns federal lists to streamline domestic mining and recycling efforts.
    4. Australia’s Lithium Revival: Pilbara’s electric calciner project aims to decarbonize processing while capturing value onshore.
    5. Yukon’s High-Grade Hunt: Star River’s drill campaign tests one of the Yukon’s most promising precious metal targets.

    Keywords: Zashikhinskoye delay, Brazil Ywy Ipuranguete, U.S. Critical Mineral Act, Pilbara lithium plant, Yukon Metals Star River, robotics conference London.

    Sources: Irkutsk government statement, Brazilian Ministry of Indigenous Peoples, U.S. Senate bill text, Pilbara Minerals announcement, Yukon Metals press release.

    7 min
  • LME Record Volumes, Zinnwald’s German Boost & Collective Mining’s Drill Blitz: Robex’s Guinea Gold Push, Silver Elephant’s Bolivian Silver, and Royal Road’s Moroccan Copper (02/04/25)

    Host Logan Ore analyzes April 2nd’s top mining developments:

    1. LME’s Record Trading: How surging nickel and copper volumes reflect global demand for industrial metals.
    2. Zinnwald Lithium’s German Backing: The strategic importance of Saxony’s support for Europe’s critical minerals independence.
    3. Collective Mining’s Aggressive Drilling: Inside the expanded program targeting Colombia’s Guayabales and San Antonio projects.
    4. Robex Resources’ Guinea Gold Project: Advancing toward production and its implications for West African gold mining.
    5. Silver Elephant’s Bolivian Silver Production: Starting operations at Paca Apuradita and the role of partnerships with state-owned entities.
    6. Royal Road Minerals’ Moroccan Copper Exploration: Promising results from Lalla Aziza and Morocco’s growing mining appeal.

    Keywords: LME trading volumes, Zinnwald Lithium German support, Collective Mining drill program, Robex Resources Kiniero gold, Silver Elephant Paca Apuradita silver, Royal Road Minerals Lalla Aziza copper.

    Sources: LME press release, Zinnwald Lithium announcement, Collective Mining financing update, Robex Resources project update, Silver Elephant Mining contract details, Royal Road Minerals exploration results.

    7 min

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