G Godolphin Resources Limited

$Boe $100 Million Uranium Restart Near Broken Hill Boss Energy Has Restarted The Honeymoon Uranium Mine In South Australia, More Than A Decade After The Project Was Placed On Care And Maintenance. The Site Sits Around 80 Kilometres North Of Broken Hill And Was Previously Shut Down In 2013 When Uranium Prices Were Too Low To Support Operations. New Technology Behind The Revival As Part Of The Restart, Boss Energy Replaced The Old Solvent-Extraction Processing Circuit With A Modern Ion-Exchange Plant Designed To Improve Efficiency And Lower Operating Costs. The Company Also Developed New In-Situ Recovery Wellfields To Support Long-Term Production. A Rebuild Costing Well Over $100 Million The Restart And Expansion Program Has Required An Investment Exceeding $100 Million, Covering Plant Upgrades, New Drilling, And Expansion Infrastructure. The Company’S Ramp-Up Has Progressed Quickly, With Honeymoon Now Producing Uranium At Its Highest Rates Since Reopening. Favourable Market Conditions The Revival Comes As Global Uranium Demand Strengthens And Prices Rise Toward Decade Highs, Driven By Renewed Interest In Nuclear Energy And Concerns Over Fuel Supply Security. Higher Prices Have Improved Project Economics, Raising The Question Of Whether Boss Energy Has Timed The Restart Perfectly. A Strategic Play For Australia’S Energy Future If Production Continues To Scale As Expected, Honeymoon Could Become A Key Australian Supplier Of Uranium, Contributing To Both Export Markets And The Global Shift Toward Low-Emissions Energy Sources.

Rio Tinto Launches $15 Billion Asset Sell-Off Rio Tinto Has Announced Plans To Sell Up To $15 Billion Worth Of Assets As Part Of A Strategy To Streamline The Company And Refocus On Its Core Operations. The Move Marks One Of The Largest Portfolio Resets In The Miner’S History. Iron Ore Still The Backbone At Tom Price In Western Australia’S Pilbara Region, Iron Ore Is Moved By Rail Almost 400 Kilometres To Cape Lambert, Where It Is Loaded Onto Ships Bound For Asia. These Pilbara Mines Remain Rio’S Strongest Earnings Driver And Will Not Be Part Of The Sell-Off. What Will Be Sold? Rio Plans To Offload Non-Core Mines, Land Parcels, And Parts Of Its Processing And Infrastructure Portfolio. The Company Is Also Reducing Spending On Decarbonisation Projects, Shifting Towards Third-Party Partnerships Instead Of Funding Major Energy Investments Itself. Simandou Adds Global Pressure The Timing Of The Reset Coincides With The Long-Awaited Ramp-Up Of The Simandou Iron Ore Project In Guinea, Which Will Introduce New Global Supply. The Added Competition Has Intensified Rio’S Push To Sharpen Its Business And Strengthen Financial Performance. A High-Stakes Strategy Rio Says The Changes Will Make The Company “Stronger, Sharper And Simpler.” But With Iron Ore Markets Shifting And New Supply Emerging, The Key Question Remains: Will Selling Too Much Reduce Rio’S Long-Term Advantage?

Minres Expands Onslow Iron With $3.5b Build Ken’S Bore Mine Near Onslow Was Once Empty Red Desert. Today, It Sits At The Centre Of One Of Australia’S Largest New Iron-Ore Developments, As Mineral Resources Continues To Scale Up Its Onslow Iron Project In Western Australia. New Mines, Port And Haul Road Minres Is Expanding The Onslow Iron Hub With New Mining Areas, A Deep-Water Port And A 150-Kilometre Auto-Haul Road Designed For Autonomous Road Trains. The Infrastructure Forms Part Of A $3.5 Billion Investment Aimed At Building A Large, Long-Life Iron-Ore Operation With Efficient Logistics. Focus On Cost And Scale The Project Has Been Designed With Cost Control In Mind. Minres Has Previously Sold A Stake In The Haul Road Infrastructure To Reduce Capital Requirements While Keeping Access To The Critical Transport Corridor. Competing In A Changing Market As New Iron-Ore Supply Comes Online Globally, Including From Major Projects In Africa, Minres Is Positioning Onslow Iron To Compete On Cost And Reliability. The Success Of The Project Will Depend On Whether Its Scale And Infrastructure Can Deliver The Low-Cost Edge The Company Is Building Toward.

Why Spend Over $400m Building This Wa Rare-Earth Mine? Around 1,000 Kilometres North Of Perth, The Yangibana Rare-Earths Project Is Aiming To Become One Of Australia’S Key Suppliers Of Neodymium And Praseodymium (Ndpr) — Metals Used In Electric-Vehicle Motors, Wind Turbines And Defence Technology. The Site Sits In The Gascoyne Region, Far From Major Towns But Close To Some Of The Country’S Best Rare-Earth Geology. Backed By Hastings And Wyloo The Project Is Being Advanced By Hastings Technology Metals, With Major Backing From Andrew Forrest’S Wyloo. Together They Are Working On A $470 Million Development Plan To Build The Mine And Processing Facilities Needed To Produce High-Grade Concentrate. A Us Supply Chain In The Making Yangibana Is Designed To Export Around 37,000 Tonnes Of Rare-Earth Concentrate Per Year. A Key Part Of The Strategy Is Feeding New Downstream Processing Capacity In The United States, As Global Manufacturers Look To Secure Non-Chinese Sources Of Critical Minerals For Clean-Energy Technologies. Funding Remains The Final Hurdle While Early Works Have Already Begun And Government Agencies Have Provided Loan Support, The Project Still Needs To Secure Its Remaining Capital Before Full Construction Can Move Ahead. That Leaves A Central Question For Investors And Policymakers Alike: Is Yangibana Finally Close To Becoming A Reality?

Fenix Shifts Iron Ore Focus To Weld Range Every Year, Millions Of Tonnes Of Iron Ore Leave Western Australia’S Red Desert, Feeding Global Steel Markets. Now Fenix Resources Is Repositioning Its Iron Ore Operations, Placing The Weld Range At The Centre Of Its Future Production Plans. As The Company’S Earlier Pits Begin To Wind Down, Fenix Is Moving Toward A More Centralised Approach Focused On Long-Term Stability And Scale. From Multiple Pits To One Long-Life Hub The Weld Range Offers Fenix A Long-Life Iron Ore Resource Supported By A 30-Year Mining Agreement. By Concentrating Operations In One Area, The Company Aims To Lift Output While Simplifying Its Production Footprint. This Shift Marks A Move Away From Shorter-Life Pits Toward A More Sustained Operating Base. Port Access Underpins The Strategy A Key Advantage Of The Weld Range Is Its Access To Geraldton Port, Which Supports The Transport And Export Of Iron Ore From Wa’S Mid-West. This Connection Strengthens The Project’S Role In Fenix’S Broader Logistics And Export Strategy. A Foundation For The Next Phase With Its Focus Now Turning To The Weld Range, Fenix Is Positioning The Project As The Anchor Of Its Next Phase Of Iron Ore Production. The Strategy Reflects A Broader Push Toward Scale, Efficiency, And Long-Term Continuity. Whether The Weld Range Becomes The Defining Chapter In Fenix’S Iron Ore Story Will Unfold As The Transition Progresses.

$100 Million Plan To Boost Copper Output In North Queensland Major Upgrade At Eloise Mine Aic Mines Is Investing Around $100 Million Into Expanding The Eloise Copper Mine, Located South-East Of Mount Isa In North Queensland. The Project Aims To Modernise The Older Underground Operation And Bring New Life To The Site. Jericho Deposit Set To Drive Growth A Key Part Of The Plan Is The Development Of The Nearby Jericho Deposit. Once Opened, Jericho Is Expected To Send About 600,000 Tonnes Of Ore Each Year Into Eloise’S Processing Plant. Bigger Plant, Bigger Production To Handle The Extra Ore, Aic Mines Is Expanding The Processing Plant To 1.1 Million Tonnes A Year. Together, The Eloise And Jericho Operations Could Produce Around 20,000 Tonnes Of Copper Annually, Creating A New Copper Hub In The Mount Isa Region. A Potential Boost For Queensland’S Copper Belt With Global Demand For Copper Growing, The Combined Project Could Become A Significant Contributor To The State’S Critical Minerals Industry. Whether This $100 Million Move Sparks Queensland’S Next Copper Boom Remains To Be Seen, But It Marks A Major Step For Aic Mines And The Region’S Mining Future.