The Mining Insider

BHP, Rio Tinto and Caterpillar reach a milestone in their battery-electric haul truck trial at Jimblebar iron ore mine — moving to dynamic charging. Iran's Hormuz strategy reframed: not a ceasefire dispute but a bid for strategic control of the waterway worth $40B. Proclamation 11032 restructures US Section 232 metal tariffs for equipment importers since June 8. And Barminco wins A$275M to develop Barrick's high-grade Fourmile gold mine in Nevada's Carlin Trend.

Show Notes

June 28, 2026 — The Mining Insider with Logan Ore Today's stories: 1. BHP, Rio Tinto and Caterpillar — Battery-Electric Haul Truck Trial Milestone: The two Cat 793 XE Early Learner trucks at BHP's Jimblebar iron ore mine in the Pilbara have logged 100+ operating hours and 200+ test laps. Trial enters dynamic charging phase. Quotes from BHP Australia President Geraldine Slattery and Rio Tinto Iron Ore CEO Matthew Holcz. 2. Hormuz Strategic Standoff: Straits Times analysis — Iran's objective is not just reopening the waterway. It is strategic control: transit fees, missile batteries, up to $40B in annual revenue. Ceasefire technically intact but unraveling. Iran simultaneously resumes UAE trade via Dubai's Jebel Ali Port. 3. US Section 232 Metals Tariff Overhaul — Proclamation 11032 (effective June 8): Agricultural equipment and residential HVAC reduced from 25% to 15%. Mobile industrial equipment (bulldozers, forklifts, cranes) gets new tiered Annex I-C category. US-content threshold for preferred 10% rate lowered from 95% to 85% by weight. All temporary through Dec 31, 2027. 4. Barrick Fourmile — Barminco Wins A$275M Contract: Perenti's Barminco awarded underground development contract for Barrick's fully owned Fourmile gold project in Nevada's Carlin Trend. Indicated resource: 6.3M oz at 12.4 g/t. Contract covers decline development, underground infrastructure and initial stoping. Part of Barrick's broader $3B buyback + development strategy. Tomorrow's Flashpoint: US Section 232 copper tariff report due to White House Monday June 30. Hosted by Logan Ore. The Mining Insider is produced daily for mining executives, operators, investors, suppliers, and analysts. Sources: CIM Magazine, Rio Tinto (primary), Straits Times, Anadolu Agency, BDO USA, ArentFox Schiff, Global Mining Review, Business News Australia.

What is The Mining Insider?

The Mining Insider - Daily Mining News & Industry Insights
Welcome to The Mining Insider, the go-to daily mining podcast for industry professionals, investors, and decision-makers looking to stay ahead in the fast-moving world of mining. Hosted by Logan Ore, this five-minute daily briefing delivers critical updates, expert insights, and analysis on the biggest stories shaping the global mining industry.

What You’ll Get in Every Episode:
Breaking Mining News – The most important developments from around the world, including mergers, acquisitions, policy shifts, labor movements, and technological breakthroughs.
Market Trends & Analysis – Key shifts in commodity prices, mining stock movements, and financial insights that impact the industry.
Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry.
Technological Innovations – The latest advancements in mining equipment, automation, AI, and resource extraction.
Upcoming Events & Predictions – A preview of major mining-related conferences, government decisions, and industry announcements that could shape the future.
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Whether you’re an executive, engineer, analyst, trader, geologist, or mining enthusiast, The Mining Insider delivers concise, data-driven, and high-value insights to keep you ahead of the curve. Investors can track market movements and mining stock trends, while industry professionals get insider perspectives on operational and strategic shifts affecting the sector.

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