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Mining

Is Livium (ASX:LIT) Closer to a Sumitomo Battery Recycling Deal?

Livium said Envirostream and Sumitomo Corporation have progressed beyond the non-binding memorandum of understanding announced in May to a detailed technical and commercial evaluation of expanded black mass processing at Derrimut. Black mass is the powdered material recovered from shredded lithium-ion batteries, containing valuable …

Sonal Goyal | 04 November 2026

What Does Citi's Lithium Forecast Cut Mean for Australia?

Citi analysts, including Shreyas Madabushi, cut their near-term price targets for lithium carbonate, lithium hydroxide and spodumene concentrate. The bank also reduced its forecasts for each of these battery materials across a forecast period extending several years ahead, signalling a broader reassessment rather than …

Sonal Goyal | 04 November 2026

Can Sigma Lithium (ASX:SAU) Ease Debt With Its Convertible Bond?

According to the company's announcement filed with United States regulators, the bonds are senior unsecured obligations carrying a fixed annual coupon paid quarterly in arrears. They mature around the end of the decade, with holders able to require earlyRedemptionat the end of the initial …

Sonal Goyal | 04 November 2026

Could Next-Gen Battery Research Reshape Mineral Demand?

Nazar is a professor in the Department of Chemistry at the University of Waterloo and holds a Canada Research Chair in Solid State Energy Materials, according to the university. The university has described her as a pioneer in battery technology, particularly for her work …

Sonal Goyal | 04 November 2026

Can Ballymore (ASX:BMR) Unlock Copper North of Mount Molloy?

Ballymore Resources told the ASX in late October that an induced polarisation survey was underway at Mount Molloy, a project the company holds outright. According to the company and reporting from the field, the survey is being run by Planetary Geophysics along a set …

Sonal Goyal | 04 November 2026

Can New Funding Keep Chile's Punitaqui Copper Revival on Track?

Battery Mineral Resources announced a proposed non-brokered private placement of common shares in late October. The company said the funds would support ongoing operations and development at Punitaqui, along withWorking Capitaland general corporate purposes. The placement may close in several tranches, and the company …

Sonal Goyal | 04 November 2026

Is Ghana's Bauxite Push Reshaping the Alumina Supply Map?

According to a report, the Rusal agreement was announced during a summit between Russian President Vladimir Putin and African leaders in Moscow. Rusal will hold majority stakes in both joint ventures, which cover a bauxite mining operation and an alumina refinery. The target is …

Sonal Goyal | 04 November 2026

Could Cummins’ New Mining Engine Reshape Haul Fleet Economics?

According to trade publicati, Cummins revealed the engine at a launch event in Chongqing after previewing it at its Analyst Day earlier this year. Rather than reworking an existing engine block, the company describes the platform as a clean-sheet design built on its latest …

Sonal Goyal | 04 November 2026

Why Does Eramet's State-Backed Raise Matter to Aussie Miners?

Eramet's board confirmed in mid-October that the capital increase, initially flagged in February, would proceed in the December quarter with preferential subscription rights for existing holders. The company has described the raising as essential to restoring its financial position, strengtheningEquityand keeping its banking covenants …

Sonal Goyal | 04 November 2026

Is FireFly Metals (ASX:FFM) Closing In on a Green Bay Decision?

FireFly Metals described the preliminary economic assessment as evidence that Green Bay has meaningful scale, a long mine life and substantial forecast production. The assessment examined a base case and a larger upscaled case, and was based solely on the mineral resource at the …

Sonal Goyal | 04 November 2026
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