The Mining Insider

Ivanhoe Electric released its 2026 Preliminary Feasibility Study for the Santa Cruz Copper Project in Arizona, showing a $3.5 billion after-tax NPV and 30% IRR at current copper prices of $6.79/lb, with $1.43 billion initial capital and a Robbins Tunnel Boring Machine. Artemis Gold agreed to acquire Vista Gold and its 9.1-million-ounce Mt Todd project in Australia's Northern Territory for $427 million all-share. Copper reached $6.91/lb on COMEX, up 47% year-on-year, as the mine supply crunch deepens. And the Barrick Loulo-Gounkoto strike deadline in Mali is five days away.

Show Notes

September 23, 2026 | Host: Logan Ore | Runtime: ~11 minutes Stories covered: 1. Ivanhoe Electric 2026 Santa Cruz Copper PFS — Arizona, $1.43B initial capex, 75,000t/yr copper cathode (first 15 yrs), $3.5B after-tax NPV at $6.79/lb copper, 30% IRR, Robbins TBM; base case $4.75/lb = $1.5B NPV/19% IRR; US EXIM $1.1B financing discussions; first copper Q2 2029 2. Artemis Gold acquires Vista Gold for $427M all-share — Mt Todd 9.1Moz Australia Northern Territory, 29% premium to 20-day VWAP; Blackwater EP2 to 500koz mid-2028; pathway to 1M oz/yr; CEO Dale Andres quote; close Q1 2027 3. Copper surges to $6.91/lb COMEX, LME $14,788/t — +47% YoY; Sprott supply crunch: Chile -9.4% YoY, Grasberg/Kamoa 600,000t removed, Cochilco cut to 5.27Mt 4. Barrick Loulo-Gounkoto Mali strike — 5 days to September 28 deadline, no resolution announced; mine workers, catering contractor, national mining regulator all filed Sources: - TradingView/TMX Newsfile (Ivanhoe Electric 2026 PFS): https://www.tradingview.com/news/tmx_newsfile:a7317b6a7094b:0-2026-preliminary-feasibility-study-for-the-santa-cruz-copper-project-in-arizona-confirms-high-grade-low-cost-project-with-strong-economics/ - Vista Gold/Business Wire (Artemis/Vista merger): https://www.vistagold.com/news/news-2026/920-rtemisoldgreestocquireistaoldddingandvance20260921035004 - Westmetall (LME copper): https://www.westmetall.com/en/markdaten.php?action=table&field=LME_Cu_cash - Investing.com (COMEX copper): https://www.investing.com/commodities/copper-historical-data - Reuters (Barrick Mali strike): https://www.reuters.com/business/world-at-work/multiple-unions-threaten-strikes-barricks-flagship-mali-gold-mine-documents-show-2026-09-18/

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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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