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Mining

What Fortescue's (ASX:FMG) Record Shipments and Rising FY27 Cost Guidance Mean for Iron Ore Margins

• Statutory net profit fell 15% to US$2.86 billion because of US$598 million of after-tax significant items.

Sonal Goyal | 06 November 2026

What Does the September 2026 Quarter Tell Us About Greatland Resources (ASX:GGP) as Havieron Development Begins?

• Greatland says it is on track for FY27 gold production of 260,000 to 300,000 ounces, with AISC guidance of $2,900 to $3,330 per ounce.

Sonal Goyal | 06 November 2026

Dateline Resources (ASX:DTR): Can a Ninth Circuit Appeal Restart Colosseum Gold Development?

The legal dispute concerns operations within the Mojave National Preserve and the interpretation of rights associated with Colosseum's approved Plan of Operations.

Sonal Goyal | 06 November 2026

Laramide Resources (ASX:LAM) Updates Westmoreland Uranium Study While Expanding Its Exploration Footprint

On 22 July, Laramide released an updated preliminary economic assessment for its wholly owned Westmoreland Uranium Project in Queensland, replacing the earlier 2016 study. The company subsequently filed the supporting NI 43-101 technical report on 3 September. A preliminary economic assessment evaluates potential project …

Aditi Sarkar | 06 November 2026

Kaili Resources (ASX:KLR) Advances South Australian Rare Earth Exploration Following Coodalya Drilling

Kaili reported completion of rare-earth-elements drilling in South Australia on 28 July, following an earlier July announcement that drilling would commence. On 15 September the company announced drilling results from Coodalya. The chronology matters: the July release confirmed programme execution, while September marked the …

Aditi Sarkar | 06 November 2026

Berkeley Energia (ASX:BKY) Salamanca Uranium Strategy Remains in Focus Alongside Spanish Project Planning

TheBusinesscase presented by Berkeley involves supplying uranium used in nuclear electricity production. That positioning gives Salamanca a clearly definedCommodityfocus rather than a portfolio built around producing operations. The company’s official project material identifies it as a proposed mine, not an existing commercial uranium producer.

Aditi Sarkar | 06 November 2026

Deep Yellow (ASX:DYL) Tumas Construction Milestones and Namibia Uranium Portfolio Shape 2026 Agenda

Deep Yellow published its September quarterly activities report on 28 October, following a dedicated Tumas project update on 16 October. Those announcements place development delivery and staged project decisions at the centre of the company’s current reporting.

Aditi Sarkar | 06 November 2026

Energy Resources of Australia (ASX:ERA) Ranger Rehabilitation Remains Central as October Quarterly Reports Land

ERA’s stated strategic priority is the comprehensive rehabilitation of Ranger while meeting environmental and broader social obligations. This is distinct from an expansion-stage uraniumMiningnarrative: its current operational focus is the management and closure of a historic project area.

Aditi Sarkar | 06 November 2026

MC Mining (ASX:MCM) Makhado Commissioning Reaches Port Delivery Milestone in South Africa

The development in South Africa’s Limpopo province remained in operational ramp-up at quarter end, rather than stable nameplate production. This distinction is important: successful coal washing and port logistics demonstrate progress, while sustained commercial operation requires further performance testing.

Aditi Sarkar | 06 November 2026

Elevate Uranium (ASX:EL8) U-pgrade Pilot Results and Koppies Resources Drive Uranium Programme

The company’s portfolio also includes Australian uranium interests, but the latest resource announcements have given its Namibian operations particular prominence.

Aditi Sarkar | 06 November 2026
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