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The Mining Insider - Daily Mining News & Industry InsightsWelcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining.
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- 4
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- Jul 19, 2026
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- Jul 3, 2026
Latest episodes
Iran and the US Strike a Deal, Hormuz Reopens Friday, Kazakhstan's Pipeline Hit, and Fujimori's Mining Gamble (opens the original)
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The United States and Iran announced a ceasefire agreement late Sunday, with the Strait of Hormuz set to reopen Friday. Within hours, drones struck the Caspian Pipeline Consortium's Black Sea terminal at Novorossiysk, halting oil loadings from a route that handles eighty percent of Kazakhstan's crude exports. In Peru, president-elect Keiko Fujimori takes office July 28 with sixty-four billion dollars in mining investments and two hundred social conflicts on record. And First Quantum is reportedl
Congo Claws Back the Cobalt, Mojtaba in Hiding, Vedanta's American Copper Play, and South32's Electric Fleet (opens the original)
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The DRC government confirms it has clawed back unused H1 2026 cobalt export quotas after the ARECOMS customs platform blockage prevented producers from registering shipments — putting $1.1 billion in allocations at risk for CMOC, Glencore, Eurasian Resources Group, and Huayou Cobalt. Iran's new Supreme Leader Mojtaba Khamenei is absent from his father's state funeral amid Israeli assassination fears, deepening succession uncertainty ahead of resumed US-Iran talks after July 9. Vedanta launches C
Hormuz Frozen for Khamenei's Funeral, Canada Bets on Red Chris Copper, MMG Nickel Deal Stalls in Brussels, and Congo's Cobalt Countdown (opens the original)
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Iran's six-day funeral for slain Supreme Leader Ayatollah Ali Khamenei freezes all US-Iran negotiations until July 9, with UK, France and Oman pledging to keep the Strait of Hormuz open as Brent falls below $71. Canada and British Columbia sign a landmark resource agreement committing $500 million to expand Red Chris copper mine and targeting a 15%+ rise in national copper output. MMG and Anglo American extend their Brazilian nickel deal deadline to October 31 as EU antitrust review stalls. And
BHP Hands San Manuel to Faraday, Pilbara Workers Settle, Congo's Cobalt Customs Freeze, and Gold's Comeback Week (opens the original)
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BHP finalizes its transfer of the historic San Manuel copper mine in Arizona to Faraday Copper Corp, taking a 30% stake and offtake rights as both companies target a new US copper hub. BHP workers at South Flank and Mining Area C vote 58% in favor of a four-year deal — but Port Hedland negotiations continue. A customs platform failure in the DRC puts up to $1.1 billion in cobalt exports at risk ahead of a July 5 quota deadline. Gold surges above $4,170 per ounce for its first weekly gain in five
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