Mastodawn

Jay 3d ago

Blue skies over red sands
#ironore #whiskeyisland #cleveland #thelandunfiltered #forestcitycollective

The Bad Place May 26

Crikey | Forget gas, what about taxing gold and iron ore properly? by Alisha Rouse

AI generated summary, Read the full article for complete information.

The article argues that Australia’s fiscal focus on taxing gas overlooks far larger revenue opportunities in its gold and iron‑ore sectors, which generate roughly $120 billion for wealthy mining families and leave taxpayers burdened with growing debt. While the Australia Institute’s push for a 25 % export tax on gas earned Senator David Pocock a TV platform, the piece criticises him for omitting the two resource corners—gold and iron ore—that deserve higher taxes, urging the government to properly tax these lucrative industries instead of fixating on gas.

#StephenMayne #AustraliaInstitute #DavidPocock #gold #ironore

Forget gas. What about taxing gold and iron ore properly?

Taxpayers are encumbered with backbreaking debt, all while the Rineharts and Palmers of the world rake in $120 billion from iron ore. And that's before we look at gold, too.

Crikey

Metalli Rari May 13

I prezzi del ferro salgono ancora, ma incombe l'eccesso di offerta
https://www.metallirari.com/prezzi-ferro-salgono-ancora-incombe-eccesso-offerta/
Il minerale di ferro torna ai massimi da ottobre 2024 grazie alla domanda cinese e alla redditività delle acciaierie.
#mineralediferro #ironore #acciaio #steel #cina #mercatisiderurgici #vale #australia #brasile #materieprime #commodities #metalli #industria #siderurgia #trading #economia #mercatoglobale #altiforni #prezziacciaio #metallirari

Metalli Rari Apr 28

Nuove dinamiche sul mercato del ferro nel 2026: più offerta e meno crescita
https://www.metallirari.com/nuove-dinamiche-mercato-ferro-202offerta-meno-crescita/
Il mercato globale del minerale di ferro mostra segnali di rallentamento. La domanda cinese è più debole, mentre la transizione tecnologica in Europa e Asia e nuova offerta aumentano la pressione competitiva.
#mineralediferro #acciaio #Cina #Europa #CBAM #commodity #mercati #industria #steel #ironore

Blaze Trends Apr 20

First strike of the century hits the Pilbara. 60 ETU electrical workers have commenced protected industrial action at BHP’s Western Australian operations, pushing iron ore prices to US110 amid ongoing Hormuz blockades. #Business #BHP #Mining #Australia #IronOre
https://blazetrends.com/bhp-pilbara-mining-strike-halts-iron-ore-as-middle-east-blockades-squeeze-the-global-market/?fsp_sid=3548

Chris Thompson Apr 8

Read our article about BHP’s AI mining strategy as execution, not technology, drives value. Data platforms, AI, and integration delivered over $2B in digital gains and are reshaping mining decisions.

$BHP #Mining #IronOre #Copper #AIinMining #DigitalTransformation #MiningTechnology #FutureOfMining

https://eresearch.com/2026/03/08/eresearch-reports/analyst-articles/pdac-2026-article-bhp-advances-ai-strategy-across-the-mining-lifecycle/

PDAC 2026 Article – BHP Advances AI Strategy Across the Mining Lifecycle

BHP’s artificial intelligence (AI) mining strategy centers on execution, not technology alone. At PDAC 2026, Mikko Tepponen outlined how data integration, AI, and system-level platforms are reshaping mining decisions from exploration to operations. As ore bodies become deeper and more complex, and demand for critical minerals rises, BHP is prioritizing faster decision cycles, improved capital allocation, and operational stability. Key initiatives include centralized exploration data platforms, computer vision in iron ore operations, and digital twins at Escondida. The company reports over US$2 billion in value from digital initiatives, but emphasizes that scalable execution and integrated systems will define long-term competitive advantage. [more]

eResearch

Chris Thompson Apr 6

Read our article about Gustavo Pimenta of Vale S.A. (NYSE: VALE) at PDAC 2026 Toronto, on its global mining strategy.

Demand seen up 5–6x from AI + electrification. Vale’s plan uses existing assets + automation. Key edge is high-grade ore + scale.

Catalyst is execution + social license to close the valuation gap.

$VALE #PDAC2026 #mining #ironore #copper

https://eresearch.com/2026/03/02/eresearch-reports/analyst-articles/pdac-2026-gustavo-pimenta-outlines-vales-mining-of-the-future/

PDAC 2026 - Gustavo Pimenta Outlines Vale’s “Mining of the Future”

At PDAC 2026, Vale S.A. CEO Gustavo Pimenta outlined a five-pillar strategy at Vale that he believes can help reshape mining’s role in the global markets. He said mineral demand could rise five to six times, driven by electrification, AI infrastructure, and global development. However, mining company valuations remain low due to weak public perception. Vale plans to meet this demand by focusing on iron ore, copper, and nickel, leveraging existing infrastructure, automation, and lower-carbon products. Pimenta emphasized that execution and social license, not just production growth, will determine whether mining companies can close the valuation gap. [more]

eResearch

Don Curren 🇨🇦🇺🇦Mar 4

“Between them, #Canada and #Australia possess “one of the largest #criticalminerals reserves in the world,” the Prime Minister noted, producing 34% of #global #lithium, 32% of #uranium supply, and 41% of #ironore …” apple.news/A2OigadatT-G...

Critical minerals alliance wit...

Critical minerals alliance with Australia an example of middle power strength, Carney says — The Globe and Mail

Countries such as Canada and Australia have more power than they realize, especially in critical minerals, Prime Minister said in an address to Australia’s Lowy Institute