Part 1 set out why China's slowdown looks structural. Part 2 asks where the money already went. Over two and a half years the commodity China buys has gone sideways, while the commodities China controls have repriced by between two thirds and nine times. Tungsten, tin, copper and iron ore, and the ASX and TSX producers on either side of the split.

OD6 Metals has remapped Mammoth at its Quinn Fluorspar Project in Nevada, growing the interpreted target past 14,000 square metres. What the channel results settle.

A Samso Research workup on Tusker Minerals (ASX: TSK). A 2.1 to 2.6 billion tonne JORC Exploration Target in the Douala Basin, Cameroon, what the grade actually means, and the one event that would settle the argument.

Part 1 mapped the register. Part 2 explained which of those ores actually give their metal back. This note prices them. It carries one Watershed orebody through three eras of tungsten money, from a US$450 study assumption in 2014 to a A$1.3 billion valuation in 2026; it re-bases the district’s only public tin study to today’s price with every assumption on the table; and it closes on the question the whole series has been building to.

Terra Metals has made a significant high-grade discovery at Southwest. This workup does not attempt to value it, since the project has no economic study and no Southwest resource, but assesses whether the discovery is substantive and what evidence will confirm it.

Ordell Minerals has put a maiden Mineral Resource Estimate on the calendar for the December 2026 quarter, on a granodiorite-hosted gold system 6km from a producing 1.3Moz open pit. This workup examines what the company has actually published, and what that evidence does and does not support.

South Africa holds about four fifths of the world's platinum group metal reserves. Samso looks at what Bengwenyama's chrome, its missing offtake and its unexplained discount are actually worth.

Copper has pushed into record territory above US$14,700 a tonne, driven by mine-supply problems, tariff-related stockpiling and rapidly growing electricity demand. We examine what is behind the copper price rally, whether it can last and which ASX copper stocks provide investors with exposure.

Kaoko Metals drilled its first ever holes at Chalkos in Namibia and logged about sixty metres of visible copper. The stock ran from 73 cents to A$2.50 in two sessions, and the company then raised A$20 million at A$2.20, above its fifteen-day average. This workup sets out what has actually been proven, what has not, and why the assay result is still the event that settles it.

Australian Rare Earths carries two very different assets on one small balance sheet. Koppamurra is an ionic clay rare earths project with a Pre-Feasibility Study and a maiden Ore Reserve, one of only two assets in its peer group to hold one. Overland is a niobium carbonatite discovery that is one drill hole old. This workup separates what has been proven from what has been interpreted, at both.

Two tin deposits can report identical assays and still have opposite futures. The variable that separates them is the size of the ore mineral grains: grain size sets recovery, recovery multiplies grade, and no drill intersection reports it. Part 2 of the eastern Australia tin and tungsten series explains the grain size problem and how it decided which known fields became mines.

Saudi Arabia’s Vision 2030 is transforming the Kingdom into one of the world’s emerging mineral exploration destinations, and Australian companies are increasingly becoming part of that transformation.

Manganese has traded in a band for a decade while steelmakers quietly consumed almost all of it. A small, unproven battery-chemistry demand story is now attached to that steel story. On the ASX, a handful of companies sell the actual product and report the revenue.

Simandou's 120 Mtpa is read as a straightforward reason for lower iron ore prices. This Samso Insight tests whether the market's supply-side arithmetic leaves out depletion, ramp-up time and demand outside China.

Super Minerals was incorporated in February 2026 to acquire and advance Australian mineral exploration projects. On completion of the acquisition arrangements, it intends to hold 100% of the projects that form its initial NSW portfolio.