September 2026 saw a series of tungsten investment and supply agreements, led by US$450 million in US government funding committed to Elmet Group and a separate defence stockpile contract capped at US$2 billion (Figure 1). The announcements covered mining, chemical processing and manufacturing, with projects in Australia, Britain, Vietnam and the United States. ASX-listed EQ Resources (ASX: EQR) signed a framework agreement for a Nevada processing venture, while Elmet secured

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.

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.

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.

Southern Palladium has spent four years turning a shallow reef on South Africa's Eastern Limb into a mining right, an ore reserve and a metallurgical result that has changed what the project is worth. Chalice Mining has spent six years and much more money working towards something similar in Western Australia. Terra Metals has a discovery the market likes and no resource behind it yet. This piece asks one question. What does a platinum group element project need before it get

A newspaper column raised two risks to the copper story: communities resisting data centres, and carmakers rewiring in aluminium. This Insight follows both threads to their sources, sets them against a century of substitution history, and then turns to the Australian ground: who produces, who holds a resource, and how to weigh the explorers still looking for one.

Lion Rock Minerals Limited (ASX: LRM) has delivered the results of its completed drilling hand-auger campaign at Mboma and Loum, two priority zones within the 8,800 km² Minta Rutile & Monazite Project in central Cameroon.

https://www.samso.com.au/post/rimfire-pacific-mining-limited-asx-rim-to-secure-60-of-avondale-scandium-project-as-seismic-surv