The Mining Insider

The US and Iran agree to halt strikes and hold Doha talks beginning June 29, focused on Hormuz shipping operations and Iran's demand for transit control. President Trump signs a new Section 232 tariff adjustment today. Canada becomes the first G7 government to invest in Greenland mining with a C$7M grant to Greenland Resources' Malmbjerg molybdenum project. And the Section 232 refined copper tariff report arrives at the White House tomorrow — the decision that will set direction for a copper market at record COMEX inventories of 652,200 tonnes.

Show Notes

June 29, 2026 — The Mining Insider with Logan Ore Today's stories: 1. US-Iran Stand Down and Doha Talks: Both sides agree to halt strikes. Talks in Doha begin today, focused on Hormuz shipping operations before wider nuclear/sanctions issues. Iran asserts sole control of corridor; warns ships not to bypass its chosen route (WSJ, Straits Times). Hormuz traffic declining (Bloomberg). IMO convoy evacuations suspended. 2. Trump Signs New Section 232 Tariff Adjustment June 29: AP confirms lowering of some farming equipment tariffs; extension of tariffs on other equipment categories. Follows Proclamation 11032 (effective June 8). Copper-specific Section 232 report is a separate track due to White House tomorrow. 3. Canada First G7 Government to Invest in Greenland Mining: C$7 million non-repayable contribution from Natural Resources Canada to Greenland Resources' Malmbjerg molybdenum open-pit project. Metallurgical program runs through March 2028. By-product recovery of magnesium and rare earth elements under evaluation. Molybdenum classified critical mineral by EU and US. 4. Copper Tariff Deadline June 30 — Three Scenarios: Commerce Dept Section 232 refined copper report due to White House tomorrow. SMM outlines three outcomes: (a) phased tariff confirmed (15% 2027, 30% 2028), (b) targeted product-form/origin measures, or (c) delay/exemption. COMEX inventories at record 652,200 tonnes. LME copper ~$13,100/t. Tomorrow's Flashpoint: Section 232 copper report delivered to White House June 30. Hosted by Logan Ore. Sources: The National, India Today, Wall Street Journal, Straits Times, Bloomberg, AP News, Greenland Resources (primary), Reuters, SMM/Metal.com.

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.

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Environmental, Social & Governance (ESG) Updates – How regulations, sustainability efforts, and ethical mining practices are reshaping the industry.
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