Alunorte cuts alumina output due to LNG supply shortage
Alunorte has reduced alumina production because of a shortage of LNG supply.
Source: kuanglifang.cn
aluminumflash
Fast-moving market developments, company updates and policy signals.
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Yongshan Lithium tops out 22,000 t/y lithium salt project; total capacity to reach 60,000 t
Yongshan Lithium has topped out its 22,000-tonne-per-year lithium salt project, with total capacity set to reach 60,000 tonnes.
Source: KLF Mining
lithiumflash
Barrick and Newmont Reach US$4 Billion Deal: Nevada Gold Mine Reset Advances IPO
Barrick and Newmont reach a US$4 billion deal, with the Nevada gold mine reset advancing the IPO.
Source: kuanglifang.cn
goldflash
Hydro's Alumina Production Cut: Aluminum Supply Disruptions Continue to Escalate
Hydro's alumina production cut: aluminum supply disruptions continue to escalate.
Source: kuanglifang.cn
aluminumflash
Aluminum Prices Return to Logistics and Inventory Focus as London Inventory Drops Below 250,000 Tonnes
Aluminum prices have reverted to a logistics- and inventory-driven narrative, with London inventory falling below 250,000 tonnes.
Source: KLF Mining
aluminumflash
Indonesia's Grasberg-Linked Smelter Halts Operations, Copper Exports Face Delays
The smelter linked to Indonesia's Grasberg mine has halted operations, causing delays in copper exports.
Source: KLF Mining
copperflash
Indonesia Delong Nickel Commissions Two Large Roasted Ore Production Lines
After trial production, all production indicators met expected targets. The lines significantly increase roasted ore supply capacity while effectively reducing unit energy consumption and material costs.
Source: 矿立方
nickelflash
Tibet Mining Swings to Profit in H1; Lithium Salt Prices Rise and Phase II Capacity Released
Tibet Mining's H1 net profit was RMB 60.0663 million, a year-on-year swing to profit; lithium salt selling prices rose year-on-year.
Source: KLF Mining
lithiumflash
Guinea's Nimba Bauxite Mine to Switch to Monthly Tender Sales
Guinea's Nimba bauxite mine will be sold through monthly tenders.
Source: kuanglifang.cn
aluminumflash
India Power Crisis Lifts Coal-Fired Power Demand as Coal Stocks Fall to 12 Days of Supply
India's FY27 electricity demand is projected to grow 6.5%–7.5% year-on-year to 182.5–183.5 billion units, driven by higher cooling demand; coal stocks have dropped to about 12 days of consumption.
Source: 矿立方
coalflash
BALCO Wins Odisha Bauxite Block at Record Premium
BALCO won the Odisha bauxite block with a record premium.
Source: KLF Mining
aluminumflash
Supply-Side Tightening on Four Fronts Drives Unseasonal Zinc Price Gains
Supply-side tightening on four fronts has driven zinc prices unusually higher in the off-season.
Source: KLF Mining
generalflash
Philippine Consortium Buys 20% Stake in Atlas Mining; Copper Mine Expansion Imminent
A Philippine consortium acquired a 20% stake in Atlas Mining; copper mine expansion is imminent.
Source: kuanglifang.cn
copperflash
Chilean Congress Passes Major Reform Bill to Simplify Mining Environmental Approvals
Chile's Congress passed a major reform bill that will simplify environmental approval procedures for mining projects.
Source: 矿立方
copperflash
Third Round of Coke Price Cuts Takes Effect; Loss-Making Coking Plants Cut Output; Coal Prices Remain Strong
On August 10, mainstream steel mills in Hebei, Shandong and other regions implemented the third round of coke purchase price cuts, by RMB 50-55 per tonne.
Source: 矿立方
coalflash
U.S. Copper Stockpiles Surpass 1 Million Tonnes, Record High; COMEX Inventories Break Above 650,000 Tonnes
Global visible inventories at the three major exchanges total about 1.11 million tonnes, with the U.S. alone locking in over 1 million tonnes—equivalent to half a year of its domestic consumption.
Source: 矿立方
copperflash
India Amends MMDR Act: Major Adjustments to Critical Minerals Policy
India's MMDR Act amendment ushers in major adjustments to critical minerals policy.
Source: kuanglifang.cn
lithiumflash
Hindustan Copper Plans to Source Copper Concentrate from Chile for Hindalco
Hindustan Copper plans to purchase copper concentrate from Chile for supply to Hindalco.
Source: kuanglifang.cn
copperflash
15th Five-Year Plan for Coal Industry Issued; Large Modern Mine Capacity Share Target Raised
The plan calls for raising the share of large modern coal mine capacity to 87% by 2030.
Source: KLF Mining
coalflash
Barrick Mining Q2 Profit Misses Expectations; Settles Nevada Dispute with Newmont
Barrick's Q2 profit missed expectations, and it resolved its Nevada dispute with Newmont.
Source: kuanglifang.cn
goldflash
New Indonesian Nickel Ore Quota Approvals Weigh on Nickel Prices, Range-Bound at Lows
Indonesia's newly approved additional nickel ore quotas are weighing on nickel prices, which remain range-bound near the bottom.
Source: 矿立方
nickelflash
India-Chile Trade Agreement Nears Conclusion: Critical Minerals on New Delhi's Priority Agenda
India and Chile are in the final stage of CEPA negotiations, with critical minerals high on New Delhi's priority agenda.
Source: kuanglifang.cn
copperflash
LME Copper Inventories Fall 4,675 mt in a Day, Down Nearly 30% Within a Month
On August 10, LME copper inventories stood at 218,300 mt, down 4,675 mt from the previous day, a decline of 2.1%.
Source: 矿立方
copperflash
Tibet Mining Turns Profitable in H1 as Lithium Salt Prices Rise YoY
Net profit attributable to shareholders was RMB 60.0663 million, versus a loss of RMB 15.305 million in the year-ago period, turning from loss to profit year on year.
Source: 矿立方
lithiumflash
Iron Ore Supply Growth Concentrated in H2; Simandou Becomes Largest Marginal Source
Based on second-quarter earnings reports from mining companies, global iron ore production is expected to continue growing in H2 2026, with the full-year supply increase mainly coming from Simandou project capacity release and steady output growth from the four major miners.
Source: 矿立方
ironflash
Rain in India Disrupts Coal Supply: Karnataka Arrivals Halve
Rainfall in India has disrupted coal supply, with arrivals to Karnataka down by half.
Source: kuanglifang.cn
coalflash
BHP Union Workers at Port Hedland Stage Another Work Stoppage
BHP's union workers at Port Hedland have once again halted work.
Source: kuanglifang.cn
ironflash
Kazakhstan's Syrymbet Tin Mine to Be Developed with Over $315 Million Investment
According to Kazinform, Solidcore Resources announced it will invest US$315 million in the Syrymbet tin deposit in North Kazakhstan region to launch construction of a mining and beneficiation complex.
Source: 矿立方
generalflash
Two Ministries: Coordinate Coal Mine Closures with Regional Supply Security, Orderly Exit of Backward Capacity
Two ministries issued a plan to coordinate coal mine closures with regional supply security and promote the orderly exit of backward production capacity.
Source: 矿立方
coalflash
Indonesia Confirms Continued Export Bans on Nickel, Bauxite, and Copper Concentrate
Indonesia confirms it will continue to implement export bans on nickel, bauxite, and copper concentrate.
Source: 矿立方
copperflash
Guinea Bans Raw Gold Exports: Local Refining Requirement Takes Effect
Guinea bans raw gold exports: local refining requirement takes effect.
Source: kuanglifang.cn
goldflash
Strong Lithium Battery Demand and Bullish Institutional Views Boost Energy Metals Sector
Strong lithium battery demand and bullish institutional views boost energy metals sector activity.
Source: 矿立方
lithiumflash
Silico-Manganese Output Cuts Sharply; HBIS August Inquiry at 5,800 Yuan
Silico-manganese futures rebounded from lows, currently at 5,722 yuan/t, up 0.14%, with a positive basis.
Source: 矿立方
manganeseflash
Iranian Parliamentary Committee Approves Hormuz Security Framework, Raising Global Energy Transport Risks
Ebrahim Azizi, chairman of the Iranian Parliament's National Security and Foreign Policy Committee, confirmed on the evening of August 9 local time that the proposed framework had been approved by the committee.
Source: 矿立方
coalflash
Aluminum Product Operating Rates Dip Slightly; Electrolytic Aluminum Inventories Fall 20,000 mt WoW to 933,000 mt
Aluminum product operating rates edged down slightly; electrolytic aluminum inventories fell 20,000 mt week-on-week to 933,000 mt.
Source: 矿立方
aluminumflash
Shida Shenghua Plans 2.8 Billion Yuan Investment to Expand New Energy Materials
Despite low capacity utilization and cash-flow pressure, Shida Shenghua still plans to invest 2.8 billion yuan to expand lithium battery materials production.
Source: KLF Mining
lithiumflash
Chifeng Gold's Laos Sepon Gold-Copper Mine Resources Rise 143% to 260 Tonnes of Gold Equivalent
Chifeng Gold announced that its controlling subsidiary Vientiane Mining completed Phase II drilling for the SND project at the Sepon gold-copper mine in Laos, and international third-party institution Snowden Optiro issued an updated resource report under the JORC Code.
Source: 矿立方
copperflash
Chuneng New Energy's Yichang Phase II 80 GWh Lithium Battery Project Starts Production
Chuneng New Energy's Yichang Phase II 80 GWh lithium battery project has started production.
Source: KLF Mining
lithiumflash
Indonesian Tin Miners' Rights Protest Escalates into Smashing and Arson Riot
Indonesian tin miners' rights protest escalated into destruction and arson rioting.
Source: KLF Mining
generalflash
Indonesian Tin Miner PT Timah Hit by Arson Riot; Private Tin Sand Purchases Stall
Indonesian tin miner PT Timah was hit by an arson riot, and private tin sand purchases have stalled.
Source: 矿立方
generalflash
Lithium Argentina Receives RIGI Approval to Advance Cauchari-Olaroz Phase 2 Expansion
Lithium Argentina has received RIGI approval to advance the Cauchari-Olaroz Phase 2 expansion.
Source: kuanglifang.cn
lithiumflash
BHP Port Hedland Strike Escalates: Around 150 Workers Involved
Port Hedland is one of the world's largest iron ore export ports and a key shipping hub for BHP's iron ore business in the Pilbara region of Australia.
Source: 矿立方
ironflash
Ukrainian Drones Strike Two Russian Refineries Overnight; Syzran and Ilsky Refineries Catch Fire
On the night of August 7-8, Ukrainian drones precisely struck the Syzran refinery in Russia's Samara region and the Ilsky refinery in Krasnodar region, causing explosions and fires and injuring at least five people.
Source: 矿立方
coalflash
Canada Approves Crawford Nickel Project; Carbon Sequestration Technology Draws Attention
Canada has approved the Crawford nickel project in Ontario, which is expected to permanently sequester up to 1.5 million tonnes of carbon dioxide annually.
Source: kuanglifang.cn
nickelflash
Negotiations Collapse at Bosnia and Herzegovina's Largest Steel Plant; Century-Old Mill Heads Toward Bankruptcy Restructuring
Negotiations at the largest steel plant in Bosnia and Herzegovina have collapsed, and the century-old plant is heading toward bankruptcy restructuring.
Source: KLF Mining
ironflash
Warrior Met Coal Raises Full-Year Guidance: Blue Creek Mine Adds Incremental Volume
Warrior Met Coal's second-quarter sales rose 65% as the Blue Creek mine started production, and the company raised its full-year outlook.
Source: kuanglifang.cn
coalflash
Tangshan Port First-Half Throughput Hits 446 Million Tonnes; Caofeidian Sets New Ore Handling Record
Tangshan Port completed cargo throughput of 445.56 million tonnes in the first half, up 2.77% year-on-year, ranking second among global coastal ports.
Source: 矿立方
ironflash
Coal Mine in Zhenxiong, Yunnan Ordered to Suspend Operations for Producing Despite Major Hazards
Because it continued production while major accident hazards existed, Zhenxiong County Xinyan Coal Industry Co., Ltd. in Yunnan was recently ordered by the Yunnan Bureau of the National Mine Safety Administration to suspend production for rectification.
Source: 矿立方
coalflash
Third Coke Price Cut Implemented Worsens Coking Plant Losses; Some Plants Voluntarily Cut Output, Tightening Supply
After the third round of coke price cuts, coking plant losses may worsen further, curbing raw coal buying appetite. Coke and steel enterprises are generally maintaining low inventories and delaying purchases of high-priced coal.
Source: 矿立方
coalflash
Guinea Signs First State Mining Convention; Alumina Refining Project Enters Feasibility Study
Guinea signs its first state mining convention; the alumina refining project enters feasibility study.
Source: kuanglifang.cn
aluminumflash