Mining industry hits $2 trillion valuation, driven by tech and sustainability

IWT’s U.S. Coal Market Confidence Index (MCI) is a forward-looking indicator assessing the coal industry’s 2–5 year outlook. The MCI evaluates five key factors, scored from 1 to 20 for a total MCI score of 55/100. This score reflects a slightly improved near-term environment – bolstered by policy support and export opportunities – tempered by persistent long-term structural decline. More than just a manufacturer, IWT is a trusted partner to the mining industry—delivering insight as well as innovation. #MiningMarket #Coal https://lnkd.in/enpp9BHg  

Long-term Copper demand & why more supply is needed 📈 Analysts have recently nudged 2025 forecasts higher amid persistent demand, episodic supply disruption, consultancy forecasts and industry briefs signal continued interest in copper’s role in the energy transition. Market consensus is clear — we need sustainable, long-life projects to close the supply gap... That’s the focus at Tempestas Copper Inc. (TCOP): confirming resource scale and metallurgy at The Kelvin to help meet mid-to-long-term demand for critical copper. If you’re tracking projects that could meaningfully de-risk future supply, The Kelvin Copper Deposit is one to watch 👀 🔗 Learn more about The Kelvin Copper Deposit here: https://lnkd.in/eJB58KiP #Mining #Copper #CopperDemand #EnergyTransition #CriticalMinerals #TempestasCopper #ThinkCopper

Rare earth stocks pop every time U.S.–China tensions flare, but the real story hasn’t changed 𝗖𝗵𝗶𝗻𝗮 𝘀𝘁𝗶𝗹𝗹 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀: • 𝟲𝟵% of mining • 𝟵𝟮% of refining • 𝟵𝟴% of magnet production Chasing single names like MP Materials may capture headlines, but not the supply chain. A value chain this strategic needs a systems approach, not stock-by-stock bets. That’s why diversified rare earth exposure (miners → refiners → magnet makers) has outperformed. 𝗧𝗵𝗲 𝗥𝗘𝗘𝘅 𝗺𝗼𝗱𝗲𝗹 𝗘𝗧𝗙 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝟮𝟬𝟳.𝟳% 𝗼𝘃𝗲𝗿 𝟱 𝘆𝗲𝗮𝗿𝘀, 𝗯𝗲𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗔𝗦𝗗𝗔𝗤 𝟭𝟬𝟬 & 𝗦&𝗣 𝟱𝟬𝟬. 🔗https://lnkd.in/eK-_V6mV #RareEarths #CriticalMinerals #Investing #EnergySecurity #ETFs #SupplyChain

ASX: LKY | OTCQB: $LKYRF As the U.S. moves to rebuild its critical-minerals supply chains and cut reliance on China, Australia’s Locksley Resources has secured potential US$191 million support from the U.S. Export-Import Bank for its Mojave Project in California. Speaking to MINING.COM, Locksley CEO Kerrie Matthews explains what the deal means for America’s new push toward homegrown antimony and rare-earth production, how it ties into the U.S.–Australia Critical Minerals Framework, and why the Mojave Project could become a flagship for North American supply independence. https://lnkd.in/eYDJz4Tc Locksley Resources Limited

Copper production falls 9% — but demand remains strong. What does this mean for miners and investors? Mining heavyweight Anglo American has reported a 9% decrease in copper output for the first nine months of 2025 (526 kt vs 575 kt in same period last year). Yet full-year guidance remains at 690-750 kt and demand for the red metal is still expected to climb. Key takeaways for investors: 🔘 A drop in production may increase tightness in the copper market as demand materialises — a tail-wind for prices. 🔘 Guidance maintained = management confidence in ramp-up or cost control. 🔘 With copper critical to electrification, EVs and infrastructure, miners remain at the centre of the thematic. ➡️ Read the full analysis: https://loom.ly/Fn7OqmY #Mining #Copper #Commodities #MetalsInvestment #AngloAmerican #MoneyNews

In mining, efficiency often hinges on how effectively material is separated and moved through the process. At GK Llambec, our two-mass screening technology utilizes the same drive principles that have long defined General Kinematics' performance worldwide. The design utilizes a spring-mounted subframe tuned to resonate with the drive, resulting in consistent motion and high energy transfer with minimal power draw. For mining operations across Africa, the balance of reliability and efficiency is crucial. Sites often face variable feed conditions, limited power availability, and harsh environments. A two-mass screen maintains output even when conditions fluctuate, while minimizing downtime and maintenance needs. It’s a solution proven in demanding applications, built to extend equipment life and reduce operating costs across iron ore, gold, and aggregate processing. Explore how GK Llambec’s kinetic drive screens are changing expectations for performance in African mining: http://www.gkllambec.com

The International Council on Mining and Metals just launched the world's first comprehensive global mining database. This changes everything for mining transparency. 8,508 operational facilities are now publicly accessible. 15,188 total facilities documented worldwide, with 47 different commodities mapped across all operation types. The scale is staggering. Nearly 45% of all facilities concentrate in just three countries: China, Australia, and the United States. Coal dominates with 43% of global operations. That's roughly 6,530 facilities focused on coal alone. The "Big Four" commodities (coal, gold, copper, iron ore) account for 80% of all mining facilities globally. Asia emerges as the absolute powerhouse, housing over 50% of world mining infrastructure. This is the first systematic attempt at global mining cataloguing. It addresses critical information gaps in decision-making and enables evidence-based policy and investment strategies. Emma Gagen from ICMM stated this addresses "acknowledged information gaps where decisions were previously made based on incomplete information." The database includes precise coordinates, commodity classifications, and confidence ratings for data verification. Critical minerals for energy transition remain severely underrepresented compared to traditional commodities. This creates significant gaps between current infrastructure and future mineral requirements. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with mining transparency by following this page. Discover how this database transforms mining investment decisions and supply chain analysis: https://lnkd.in/gBmibZqy #Mining #Transparency #Database #GlobalMining

𝐈𝐧 𝐦𝐢𝐧𝐢𝐧𝐠, 𝐞𝐯𝐞𝐫𝐲 𝐧𝐮𝐦𝐛𝐞𝐫 𝐡𝐚𝐬 𝐝𝐮𝐬𝐭 𝐨𝐧 𝐢𝐭 - 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐢𝐭 𝐜𝐨𝐦𝐞𝐬 𝐬𝐭𝐫𝐚𝐢𝐠𝐡𝐭 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐠𝐫𝐨𝐮𝐧𝐝 After my last post, many asked “What makes finance in mining and metal production so unique?” The truth is - we don’t just mine ore; we transform it into metal. And that changes everything. Every number we record — cost, margin, recovery — is shaped by what happens both in the pit and in the plant. At the mining stage, costs depend on: - Ore volume and grade - Stripping ratio - Distance from pit to plant - Equipment utilization and fuel efficiency etc. At the processing stage, costs shift with: - Grade and metal recovery - Ore quality, high gangue (non-valuable minerals) consumes more sulfuric acid during leaching - Power availability and plant uptime - Reagent consumption and maintenance cycles etc. And finally, margins depend on what happens far beyond our site: - Commodity prices, determined by international markets like LME So, whether it’s cost per ton or margin, it’s never a static number. It’s a reflection of geology, chemistry, logistics, market volatility, and operational efficiency, all converging into one outcome. That’s what makes finance in this industry so challenging and fascinating. We don’t just analyze numbers, we decode the story behind every fluctuation. 👉 If you work in mining, metals, manufacturing, oil & gas, or any heavy industry — what’s the ONE operational factor that impacts your financials the most? I’d love to hear your experience. #MiningFinance #Metals #Leadership #CharteredAccountant #Africa #FinanceTransformation

The Brook mine, in a sense, isn’t just about opening a new mine. It is a rallying cry for the mining industry and an opportunity to embrace innovation and opportunity. “As we all know, China has challenged America by dominating these critical minerals for years,” Atkins said. “But today, the Brook mine will be America’s mine. America will meet that challenge.” Read in Coal Trends: https://loom.ly/x7bf-_8

I'm excited to share that the 14th round of commercial coal mine auctions is set to begin on October 29. This initiative marks a significant step forward in enhancing India's coal production capabilities. The new platforms, 'UCG Clamp' and 'Koyla Shakti,' will be launched to facilitate this process. This blog post delves into the key details of the upcoming auctions, the implications for the industry, and how these developments could shape the future of coal mining in India. Read the full article here: [14th Round of Commercial Coal Mine Auctions to Begin on October 29](https://ift.tt/sOVHNwU).