Author of Mining Is Dead. Long Live Geopolitical Mining | Mining Engineer
Toronto Canada
Joined October 2022
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Mining is no longer just about energy transition—it’s the backbone of global power.
Our new book “The Mining Is Dead. Long Live the New Geopolitical Mining” explores the forces reshaping the world.
Available now on Amazon: mybook.to/geopoliticalmining
#Mining #Geopolitics #CriticalMinerals
Geopolitical Mining Daily:
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Geopolitical Mining Daily · September 29, 2026
1. USA · IRON ORE / STEEL
Mesabi Metallics’ planned US$15B Iowa steel mill is intended to use iron ore from its Minnesota operation.
2. CANADA · GOLD / COPPER
Troilus reached US$850M in credit approved debt commitments for its Quebec project, part of an anticipated US$1.1B debt package.
3. GREECE · COPPER / GOLD
Eldorado Gold permanently connected Skouries to the Greek power grid as commissioning advances.
4. BRAZIL · IRON ORE
DEV Mineração started hot commissioning at Amapá, with feed now moving through the Azteca plant.
5. UK / U.S. · TUNGSTEN
Strategic Minerals’ Redmoor project in Cornwall received US$9.25M in U.S. government funding for feasibility and development work.
6. USA · NICKEL
Homeland Nickel and Westwin Elements signed a binding offtake for future nickel concentrate from Red Flat in Oregon.
geopoliticalmining.com/us-io…
The 45% stake is only one layer of the Etango transaction. Bannerman appoints 3 of the 5 JV directors, while specified strategic decisions require unanimous approval. Ownership, governance and future uranium rights do not sit in the same proportions.
Etango is more than a US$320.4m financing story. Australia’s Bannerman Energy now shares the project JV with CNOL, a wholly owned subsidiary of China National Uranium Corporation within CNNC. CNOL owns 45% and has rights to 60% of future yellowcake output in Namibia.
Our new Weekly:
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CNOL’s 60% uranium right is also worth reading carefully. It covers actual lifetime yellowcake production on market based terms, while Bannerman will market the remaining 40%. The full form offtake agreement still has to be completed before production.
Etango is more than a US$320.4m financing story. Australia’s Bannerman Energy now shares the project JV with CNOL, a wholly owned subsidiary of China National Uranium Corporation within CNNC. CNOL owns 45% and has rights to 60% of future yellowcake output in Namibia.
Our new Weekly:
geopoliticalmining.com/banne…
Etango is more than a US$320.4m financing story. Australia’s Bannerman Energy now shares the project JV with CNOL, a wholly owned subsidiary of China National Uranium Corporation within CNNC. CNOL owns 45% and has rights to 60% of future yellowcake output in Namibia.
Our new Weekly:
geopoliticalmining.com/banne…
Dynacor reports rehabilitation continuing in Ecuador and commissioning completed in Senegal, where ramp up is underway. Its update also discusses suppliers and ore inventories, giving the observation a practical operating basis.
Neo and Rainbow's Phalaborwa MOU links separation expertise with future rare earth purchases. The technical partner would also become a buyer, bringing process design and commercial terms into the same negotiation.
Our latest Daily:
geopoliticalmining.com/neo-r…
Falcon plans to use part of its new financing for a minority stake in a Chinese anode producer while developing capacity in Morocco. We would look closely at what that stake provides: an investment return, access to technology, or a combination of both.
Neo and Rainbow's Phalaborwa MOU links separation expertise with future rare earth purchases. The technical partner would also become a buyer, bringing process design and commercial terms into the same negotiation.
Our latest Daily:
geopoliticalmining.com/neo-r…
One detail in the Phalaborwa MOU is easy to miss: the NdPr would leave as a separated oxide, while the heavy rare earth carbonate would still need further processing. That difference matters when working out where costs and value sit.
Neo and Rainbow's Phalaborwa MOU links separation expertise with future rare earth purchases. The technical partner would also become a buyer, bringing process design and commercial terms into the same negotiation.
Our latest Daily:
geopoliticalmining.com/neo-r…
Neo and Rainbow's Phalaborwa MOU links separation expertise with future rare earth purchases. The technical partner would also become a buyer, bringing process design and commercial terms into the same negotiation.
Our latest Daily:
geopoliticalmining.com/neo-r…
OceanaGold's Waihi North update includes underground access, ventilation and water treatment alongside the drilling results. With Wharekirauponga production planned for 2032, the infrastructure programme shows how much work comes well before the first ore.
Neo and Rainbow's Phalaborwa MOU brings the technology partner and a future buyer into the same arrangement. We find that link worth following as they work towards definitive agreements for rare earth supply from South Africa.
Today's Daily:
geopoliticalmining.com/neo-r…
At Imwelo in Tanzania, pretreatment lifted leach extraction to 84.54% on the treated fraction. we would now look for a gold balance that includes the removed fines, so we can see how much gold the complete process recovers from the original feed.
Neo and Rainbow's Phalaborwa MOU brings the technology partner and a future buyer into the same arrangement. We find that link worth following as they work towards definitive agreements for rare earth supply from South Africa.
Today's Daily:
geopoliticalmining.com/neo-r…
Norway's Fensfeltet planning work includes processing, tailings and infrastructure as well as underground mining. We are interested in how those surface requirements shape the alternatives presented to residents before the layout is settled.
EXIM says Project Vault is operational. For a manufacturer, the next question is practical: does the reserve hold the right material, in the right form, and can it reach the plant when needed?
Today's Daily:
geopoliticalmining.com/exim-…
Nyrstar is reviewing Budel while the zinc plant keeps running. The company points to energy costs, feedstock competition and low treatment charges. It is a reminder that existing processing capacity has its own financing and operating pressures.
Neo and Rainbow's Phalaborwa MOU brings the technology partner and a future buyer into the same arrangement. We find that link worth following as they work towards definitive agreements for rare earth supply from South Africa.
Today's Daily:
geopoliticalmining.com/neo-r…
Neo and Rainbow's Phalaborwa MOU brings the technology partner and a future buyer into the same arrangement. We find that link worth following as they work towards definitive agreements for rare earth supply from South Africa.
Today's Daily:
geopoliticalmining.com/neo-r…
Santa Cruz's initial capital estimate has risen from US$1.24bn to US$1.43bn as engineering advances. The changes include inflation and revisions to the mine and plant design. We would read that cost reconciliation as closely as the copper price behind the valuation.
EXIM says Project Vault is operational. For a manufacturer, the next question is practical: does the reserve hold the right material, in the right form, and can it reach the plant when needed?
Today's Daily:
geopoliticalmining.com/exim-…