Mining

• Fortescue is described as the remaining major miner without a deal, with restrictions reported to have applied since 15 July 2026.

• The company has said GR Engineering Services has been awarded early contractor engagement for the Telfer Train 1 upgrade.

• Genesis shareholders would own about 60 per cent of the combined group and Vault shareholders about 40 per cent.

• IGO said the third processing plant, CGP3, reached nameplate capacity in September, about nine months after first ore, despite a fire in June.

• Z/R/SR production was 76.1 thousand tonnes, up from 58.0 thousand tonnes in the June quarter but well below 123.8 thousand tonnes a year earlier.

• For the year to 30 June 2026 (FY26), the company reported revenue of $520 million, up 21% on $431 million, and normalised EBITDA of $163 million, up 29%.

• It also reported validating furnace capacity above its 200-tonne-a-year target after a 63-hour sequence of back-to-back deoxygenation runs totalling 1.6 tonnes.