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The Mining Insider

The Mining Insider

By: Logan Ore - The Pro Podcasters
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The Mining Insider - Daily Mining News & Industry Insights Welcome 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. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry. What You’ll Get in Every Episode: Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs. Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry. Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry. Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource extraction. Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future. Who Should Listen? Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector. Why Subscribe? Stay informed in just 5 minutes – No fluff, just high-impact mining news. Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond. Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data. Timely & actionable insights – Know what’s happening today and how it affects the future of mining. The Mining Insider: Your Competitive Edge in Mining & Resources With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance. Subscribe today on Spotify, Apple Podcasts, Google Podcasts, or your favorite podcast platform, and join the industry professionals, executives, and investors who rely on The Mining Insider for their daily mining news. Follow us for updates: @TheMiningInsiderCopyright 2026 Logan Ore - The Pro Podcasters Politics & Government
Episodes
  • Electric Haulage Hits the Pilbara, Iran Eyes Hormuz Control, Barrick Breaks Ground at Fourmile, and the New US Metal Tariff Rulebook

    Electric Haulage Hits the Pilbara, Iran Eyes Hormuz Control, Barrick Breaks Ground at Fourmile, and the New US Metal Tariff Rulebook
    Jun 28 2026
    June 28, 2026 — The Mining Insider with Logan Ore Today's stories: 1. BHP, Rio Tinto and Caterpillar — Battery-Electric Haul Truck Trial Milestone: The two Cat 793 XE Early Learner trucks at BHP's Jimblebar iron ore mine in the Pilbara have logged 100+ operating hours and 200+ test laps. Trial enters dynamic charging phase. Quotes from BHP Australia President Geraldine Slattery and Rio Tinto Iron Ore CEO Matthew Holcz. 2. Hormuz Strategic Standoff: Straits Times analysis — Iran's objective is not just reopening the waterway. It is strategic control: transit fees, missile batteries, up to $40B in annual revenue. Ceasefire technically intact but unraveling. Iran simultaneously resumes UAE trade via Dubai's Jebel Ali Port. 3. US Section 232 Metals Tariff Overhaul — Proclamation 11032 (effective June 8): Agricultural equipment and residential HVAC reduced from 25% to 15%. Mobile industrial equipment (bulldozers, forklifts, cranes) gets new tiered Annex I-C category. US-content threshold for preferred 10% rate lowered from 95% to 85% by weight. All temporary through Dec 31, 2027. 4. Barrick Fourmile — Barminco Wins A$275M Contract: Perenti's Barminco awarded underground development contract for Barrick's fully owned Fourmile gold project in Nevada's Carlin Trend. Indicated resource: 6.3M oz at 12.4 g/t. Contract covers decline development, underground infrastructure and initial stoping. Part of Barrick's broader $3B buyback + development strategy. Tomorrow's Flashpoint: US Section 232 copper tariff report due to White House Monday June 30. Hosted by Logan Ore. The Mining Insider is produced daily for mining executives, operators, investors, suppliers, and analysts. Sources: CIM Magazine, Rio Tinto (primary), Straits Times, Anadolu Agency, BDO USA, ArentFox Schiff, Global Mining Review, Business News Australia.
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    11 mins
  • Hormuz Flares Again as Copper Tariff Deadline Looms, BHP Changes Guard, Hudbay Builds a Copper Empire in Arizona

    Hormuz Flares Again as Copper Tariff Deadline Looms, BHP Changes Guard, Hudbay Builds a Copper Empire in Arizona
    Jun 27 2026
    June 27, 2026 — The Mining Insider with Logan Ore Today's stories: 1. Hormuz Re-Escalation: US and Iran exchange strikes after the Singapore-flagged Ever Lovely is hit by a drone. A second tanker struck Saturday. UK MTOS raises threat to 'substantial.' IMO suspends convoy evacuations. Shipping normalization stalls — direct implications for commodity supply chains. 2. Copper Tariff Deadline June 30: The US Department of Commerce must submit its Section 232 refined copper assessment by Monday. COMEX inventories have surged from 80,000 to a record 652,200 tonnes since early 2025. Goldman Sachs expects copper to breach 4,000/tonne once tariffs formally take hold. 3. BHP — Brandon Craig Takes Command July 1: Final leadership reshuffle announced Friday. Americas split into North and South. Jessica Farrell heads North America (Jansen, Resolution). Edgar Basto moves to Chief Enterprise Performance Officer in September. Craig inherits Port Hedland labor tension, Jansen cost overruns, and copper growth pressure. 4. Hudbay Completes Arizona Sonoran Acquisition: Cactus + Copper World = third-largest copper district in North America. Production pathway: 125,000 t today → 250,000 t by 2030 → 350,000+ t with staged Cactus buildout. CEO Peter Kukielski quoted at close. Tomorrow's Flashpoint: The Commerce Department Section 232 copper report to the White House — Monday, June 30. Hosted by Logan Ore. The Mining Insider is produced daily for mining executives, operators, investors, suppliers, and analysts. Sources: NPR, Bloomberg, Al Jazeera, New York Times, TradingKey, Hudbay Minerals (primary press release), Yahoo Finance, The West Australian.
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    11 mins
  • BHP's New CEO Inherits a Full Inbox, Gold Breaks $4,000, SSR Mining Closes $1.49B Çöpler Sale, Paladin Hits New Uranium Discovery

    BHP's New CEO Inherits a Full Inbox, Gold Breaks $4,000, SSR Mining Closes $1.49B Çöpler Sale, Paladin Hits New Uranium Discovery
    Jun 25 2026
    The Mining Insider | June 25, 2026 Story 1 — BHP's Brandon Craig Takes Over July 1 Brandon Craig (53) starts as BHP CEO July 1, 2026. Immediate challenges: Port Hedland three-union ultimatum (July 7 next session); $2.3B Jansen Stage 2 overrun (was under Craig's Americas oversight); year-end Copper South Australia smelter expansion decision; Vicuna copper JV (Argentina/Chile). On uranium: 'I would have a really good look at uranium, but scale is hard.' BHP at ~5% global uranium supply via Olympic Dam byproduct. On M&A: bolt-on possible; Glencore–Rio Tinto standstill expiring. Source: Reuters, June 25, 2026. Story 2 — Gold Below $4,000: Seven-Month Low Spot gold fell to $3,983/oz on June 25 — first time below $4,000 since October 2025. US dollar at highest since May 2025. Fed rate hike bets surging. Copper at ~$6.00/lb (six-week low). Silver near December 2025 lows. Impacts: Barrick (Mali dispute), Newmont (Cadia ramp-up), Agnico Eagle all face margin pressure. Standard Chartered targets $5,100 mid-2027; Morgan Stanley $5,200 H2 2026. Source: CNBC, Qatar Day, Trading Economics. Story 3 — SSR Mining Closes $1.49B Çöpler Sale SSR Mining (Nasdaq/TSX: SSRM) closes 80% stake sale of Çöpler mine (Turkey) to Cengiz Holding for ~$1.49B cash. Çöpler suspended Feb 2024 after heap leach pad incident; $261M net loss in 2024. SSR now a pure Americas producer: Cripple Creek & Victor (CO), Marigold (NV), Seabee (SK), Puna (Argentina). Source: Business Wire, June 24, 2026. Story 4 — Paladin Energy: Atlas Uranium Discovery at Patterson Lake South Paladin Energy (ASX/TSX: PDN) confirms Atlas discovery at PLS, Saskatchewan — 3.5km south of Triple R. 7 of 8 holes hit significant mineralisation. Best: 8.0m @ 1.75% U3O8 incl 3.0m @ 4.25% U3O8. First major new discovery at PLS since Paladin's acquisition. Zone open along strike and depth. Uranium spot: ~$85.50/lb. Source: GlobeNewswire, June 25, 2026. RSS Feed: https://feeds.transistor.fm/the-mining-insider
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    10 mins
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