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The ten latest articles from MiningForum.Live, on mining companies, metals and the capital markets that fund them.
How Metal Prices Have Responded to the War and Tariff CycleTariffs put a flexi-leash on many industrial metals; the strikes on Iran turned precious metals into a source of liquidity; and the bond market will decide what’s next for both.Tim Wood
Northern Star Bid to Shake Up Aussie Gold SectorGenesis boss sees an opportunity for a new generation of mid-tiersKristie Batten
Producers Build Strategic Stakes in Broad Basket of ExplorersTwenty-nine gold explorers worth US$11.9 billion are attracting strategic capital allocation before the resource. Nine explorers with an economic study trade at 2% to 98% of their own NPV.Tim Wood
Kenmare Receives Takeover InterestTitanium producer attended Mining Forum Americas last weekKristie Batten
Silver Developers Plan for 15 Million New Ounces Per YearFive silver developers are building or restarting mines that add about 15 Moz a year at a production-weighted AISC of US$14/oz; GoGold’s Los Ricos South accounts for half of that.Tim Wood
Nine First Pours in 15 Months For 19 Gold DevelopersNineteen gold developers past the construction decision plan 2.6 Moz a year of new output, at a production-weighted AISC of US$1,253/oz and a production-weighted study IRR of 54%.Tim Wood
What’s Next for Northern Star?New managing director started todayKristie Batten
Western Australia's Gold Producers Run Out of Mill Before They Run Out of Ore; Genesis prices the fix at A$2 billionFifteen Australian producers told MFA26 that the next leg of value lies in routing ore to the right plant, and they split sharply on whether and how to buy that capacity.Tim Wood
The Issues Keeping Mining Leaders Awake at NightCommodity prices are strong but with every cycle comes challengesKristie Batten
North America Gold Producers: Key Takeaways From Mining Forum Americas 202630 North American gold producers told investors they would hand back cash and refill underused mills before taking greenfield risk, yet they split on hedging, jurisdiction, timing, and gold prices.Tim Wood
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