The Mining Insider

South32 sells its aluminium unit to Alcoa for $5.6B, becoming a lean copper miner and M&A target for Glencore or BHP — on day one for new BHP CEO Brandon Craig. BHP simultaneously orders 62 new diesel trucks at Jimblebar alongside its 2 electric ones, locking in diesel through at least the late 2030s. Ghana's GoldBod 30% gold offtake goes live today with cedi settlement. And Iran refuses to meet US envoys in Doha, stalling Hormuz diplomacy.

Show Notes

July 1, 2026 — The Mining Insider with Logan Ore Today's stories: 1. South32 Sells Aluminium to Alcoa for $5.6B — Copper Takeover Target: Reuters Breakingviews analysis: South32, freed from its largest non-copper asset, becomes a lean copper miner likely to attract Glencore or BHP (its former parent). Departing CEO Graham Kerr's transformation complete. Brandon Craig starts as BHP CEO today — South32 is directly relevant to his buy-vs-build copper challenge. 2. BHP Craig Day One — 62 Diesel Trucks Ordered at Jimblebar: Alongside the ceremonial launch of 2 battery-electric Cat 793 XE trucks, BHP confirmed 62 new diesel trucks were ordered for Jimblebar, approved to run through at least late 2030s (possibly 2041). ~$500M diesel fleet. Geraldine Slattery: early retirement is 'premature.' Craig must present revised climate action plan to shareholders within 2 years. 3. Ghana GoldBod 30% Offtake Live Today: Effective July 1, the Ghana Gold Board begins purchasing 30% of production from Newmont, Gold Fields, Zijin and all large-scale miners. Settlement in Ghanaian cedis at BoG reference rate minus 0.55%. No free conversion to USD. Gold near $4,906/oz (Gulf News Dubai data). 4. Iran Refuses Doha Meeting — Hormuz Talks Collapse: Iran's Foreign Ministry confirms it will not meet with Kushner/Witkoff delegation in Doha. 60-day MOU clock running. Brent crude faces upward pressure. Iran's FM reiterates mine clearance conducted by Iran alone. Tomorrow's Flashpoint: BHP Port Hedland July 7 critical labor bargaining session — 3 unions, $120M/day iron ore revenue at stake. Hosted by Logan Ore. Sources: Reuters Breakingviews, ABC News Australia, Al Jazeera, Times of Israel, Gulf News.

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.
Who Should Listen?
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.

Why Subscribe?
Stay informed in just 5 minutes – No fluff, just high-impact mining news.
Global coverage – We track developments from Canada, Australia, the U.S., Africa, Latin America, and beyond.
Expert-driven analysis – Each episode is backed by primary sources, trade reports, and verified industry data.
Timely & actionable insights – Know what’s happening today and how it affects the future of mining.
The Mining Insider: Your Competitive Edge in Mining & Resources
With a rapidly evolving landscape, The Mining Insider ensures you never miss the latest breakthroughs, policy changes, and investment opportunities. Whether it’s a major discovery, government regulation, or market shift, we break it down with clarity, depth, and relevance.

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